This chapter contains these topics:
Section 6.2, "Copying Item Information to Sales Orders (ECS),"
Section 6.3, "Reviewing Price and Availability Information (ECS),"
Section 6.6, "Reviewing Supply and Demand Information (ECS),"
When entering or reviewing a sales order, you can quickly access item information, such as item number, availability, quantity cost-breaks, and so on. This is helpful when you are speaking directly to the customer.
You can also access additional item information that helps you accurately plan for future needs, such as summary availability and supply and demand for an item. For example, you can locate information about how many items are on demand, available in supply, and available to be promised.
See Also:
Locating Item Information and Locating Quantity Information in the JD Edwards World Inventory Management Guide.
From ECS Sales Order Management (G4910), choose ECS Sales Order Processing
From ECS Sales Order Processing (G491011), choose Enter Orders (Page Mode)
When entering a sales order, you might need to locate key item information, such as the item number, and copy it to the sales order. Depending on how you set the prompting control processing options for the Sales Order Entry program, you can locate item information in one of the following ways:
Single item search - search the Item Master table and display a specific item
Multiple item search - search the Item Location table and display multiple items
Full item search - search all related tables with a general query (that is, a description of the item rather than the item number)
To copy item information to sales orders
On Sales Order Entry
From ECS Sales Order Management (G4910), choose ECS Sales Order Inquiries
From ECS Sales Order Inquiries (G4910112), choose Check Price & Availability
You use the Check Price & Availability program to locate information about the pricing and availability of specific inventory items. This program displays information from the Item Location (F41021) and the Price by Customer (F4208) tables.
To review price and availability information
On Check Price & Availability
Figure 6-3 Check Prices & Availability screen
Complete the following fields to locate the item:
Item Number
Branch/Plant
Customer Number
Customer Price Group
The availability of inventory items is determined by the types of obligations or commitments against those items. For example, you might have 100 of item ABC sitting in the warehouse, 75 of which have been promised to a particular customer. By keeping track of these obligations the system makes you aware that there are only 25 of the items remaining in stock to promise to another customer.
You can specify how the system tracks obligations against inventory items by setting up inventory commitments. The following are the four types of commitments used in the Sales Order system:
Soft Commitments
Hard Commitments
Future Commitments
Other Quantities 1 and 2
The primary purpose of tracking commitments is to enable you to determine the availability of your items. A commitment is simply a value that the system maintains for each item, based on the branch, location, and lot/serial number in which it exists. In contrast, the on-hand quantity of an item represents the actual physical quantity in the warehouse. Commitment quantities for inventory items are stored in the Item Location file (F41021) which contains a record for each item, branch, location, and lot/serial number combination.
The way the inventory commitments are factored into the calculation of availability is determined at the branch/plant level. The Item Availability Definition program (P41001) is where you define whether and how each commitment type affects the calculation of the On-hand quantity.
A soft commitment for an item is automatically created by default at sales order entry, unless another commitment type is applicable. Soft commitments are always logged against the primary location of the item.
If the processing option 46 behind ECS Sales Order Entry (P4211) is set to check availability, upon entering a sales order, the system looks at all locations in which the item exists, to determine whether there is enough quantity to fill the order. If sufficient quantity is found, the system then creates a soft commitment against the primary location. The location field can be viewed in the fold area (F4) of the sales detail line.
A hard commitment occurs when a specific location is indicated from which items will be drawn to fulfill a sales order. Items can be hard committed by you, by entering a secondary location onto an order detail line during ECS Sales Order Entry (P4211). You can also have items automatically hard committed by this program by setting processing option 49 to 3.
Processing options are also available to hard commitments items in the following programs:
Transfer Orders (P4242)
Release Backorders Online (P42117)
Release Backorders in Batch (P42118)
Print Acknowledgements/Invoices (P42565)
Re-commit Future Orders (P42995)
When you set a processing option to hard commit items, the system selects a location from which to hard commit inventory, based on the commitment method defined for each item in Item Branch/Plant Information program (P41026). There are three different commitment methods:
The normal commitment method for inventory (default). The system commits inventory from the primary location, then from secondary locations. The system uses locations with the most inventory and moves to the location with the least. The system commits backorders to the primary location
The inventory commitment method by lot number. The system commits inventory by lot number, starting with the lowest lot number and committing orders to available lots
The inventory commitment method by lot expiration date. The system commits inventory from the locations with the earliest expiration date first. The system considers only locations with expiration dates greater than or equal to the sales order or parts list requested date.
If the normal commitment method is being employed and there is not enough quantity available at any single location to fill an order, the system splits the sales order detail line into multiple lines, each containing the location from which a portion of the quantity has been filled.
Depending on the setup, a hard commitment can be logged against a primary or a secondary location. For example, some clients only maintain one location for each item, resulting in all on-hand quantities and commitments (soft, hard, and so on) being logged against the primary location. Other clients set up the primary location as a "phantom" location where no actual on-hand quantity is maintained. Since all on-hand quantities are only stored at secondary locations, hard commitments can only be logged against these locations.
When the items on a sales order line change from a soft commit to a hard commit, the system reduces the soft committed quantity in the Item Location file (F41021) and increases the hard committed quantity at the appropriate location(s). When items are relieved from inventory at Confirm Shipments or Sales Update, the system clears the hard commit quantity from F41021 and decreases the on-hand quantity. There should be no committed quantity for a sales order detail line once the inventory has been relieved.
When a customer requests the delivery of an order on a future date, you might want to future commit the sales order quantities. Usually, most customers set their Item Availability Definitions so that future committed quantities do not decrease the on-hand quantities.
To determine if an order line should be future committed, the system looks at the Specific commitment days (COMH) field defined in the Branch/Plant Constants. This value in days is added to the current date and compared with the Scheduled Pick Date (PDDJ) for the order line. If the Scheduled Pick Date is greater than the calculated date, the order line will be future committed. Setting the Specific commitment days to 999 turns off the future commit function.
Future commitments are always logged against the primary location for an item, unless you type a secondary location in the sales order detail line.
As part of the Repost Active Sales Orders program (P42995), future committed orders are soft or hard committed if they fall within the calculated time frame.
Usually, you commit order quantities to the Other Quantity 1 or 2 bucket when you do not want certain order types such as blanket or quote orders to decrease on-hand quantities.
Processing options behind Sales Order Entry direct the system to use these commitment types. The program then adds the committed quantities to either the Other Quantity 1 (OT1P) or Other Quantity 2 (OT2P) field on the Item Location file (F41021). On the Sales Order Detail file (F4211) the quantity is added to the Other Quantity (1/2) field (OTQY).
You can have the system automatically backorder items on a sales order, based on item availability, by setting processing option 46 behind Sales Order Entry. The options are:
Enter '1' to be notified of an automatic backorder or cancel
Enter '2' to be notified but not create the backorder or cancel
Enter '3' to create the backorder or cancel automatically and update the order without issuing the warning
If left blank, no availability checking is done
You can also manually backorder quantities for a sales order detail line in Sales Order Entry by pressing F4 to open the fold and entering the quantity in the B (backorder) field.
Backordered quantities are soft committed and are maintained as a separate value in the Item Location file (F41021).
Backordered quantities are always logged against the primary location for an item, unless you manually enter a secondary location on the Sales Order Detail line.
From ECS Sales Order Management (G4910), choose ECS Sales Order Inquiries
From ECS Sales Order Inquiries (G4910112), choose Summary Availability
You use the Summary Availability program to review quantity information and determine your current and future inventory needs. You can view information on the number of items in any of the following categories:
On-hand
Held
Hard and soft committed
Available
On purchase and work orders
On backorders
You can locate all of the items in a particular location within a branch/plant and review detailed information for each item.
To locate quantity information
Figure 6-4 Summary Availability screen (Release A9.3 Update)
Complete the following fields:
Branch/Plant
Item Number
Complete the following optional fields:
S/D
U/M
Lot Grade
Lot Potency
Review quantity information in the following fields:
Location
On Hand
Committed
Available
On Receipt
Figure 6-5 Summary Availability (Fold Area) screen (Release A9.3 Update)
Review quantity information for each location in which an item is stored in the following fields:
Hard Commit on Sales Order
Quantity on Purchase Order
Soft Commit on Sales Order/Work Order
Quantity on Work Order
Hard Commit on Work Order
Future Commit
Backordered
Topic | Description |
---|---|
Locating detailed quantity information | You can locate detailed quantity information about an item in a specific storage area and verify the size and type of commitments against that quantity.
See Locating Detailed Quantity Information in the JD Edwards World Inventory Management Guide. |
Locating quantity information by lot | You can review the number of items that are in a particular lot, as well as the activity dates, item quantities, and hold statuses that pertain to the lot.
See Locating Quantity Information by Lot in the JD Edwards World Inventory Management Guide. |
Locating on-hand quantity information | You can review a transaction to determine how much of an item, in both quantity and cost amounts, that you have in any specific branch, location, or lot as of a particular date.
See Locating On-Hand Quantity Information in the JD Edwards World Inventory Management Guide. |
Lot Effective Date (Release A9.3 Update) | The date on which a lot becomes available. The system uses this date for availability and commitment processing to indicate that the lot is available on or after the date that you specify. You can enter the effective date for a lot when you first move inventory into the lot or you can leave the field blank to have the system calculate the effective date. The system calculates the effective date for a lot using the value set up for Effective Days in the Item Branch file (F4102) or using the current date if the value is zero. |
From ECS Sales Order Management (G4910), choose ECS Sales Order Inquiries
From ECS Sales Order Inquiries (G4910112), choose Supply/Demand Inquiry
You use the Supply/Demand Inquiry program to monitor information about how many items are on demand, available in supply, and available to be promised. Information about the supply and demand for an item helps you accurately plan for future needs. For example, this information can help you plan warehouse resources around receipts and order picking. It also allows you to give customers an expected order ship date.
The Supply/Demand Inquiry program displays information from the Item Location (F41021), Sales Order Detail (F4211), and Purchase Order Detail (F4311) tables.
To review supply and demand information
Complete the following fields to locate the item:
Branch/Plant
Item Number
Complete the following fields to limit the items that display:
Unit of Measure
Thru Date
Review supply and demand information in the following fields:
Demand
Supply
Available
Promise Date
Order Number
Type
Customer/Supplier Name
Access the fold area.
Figure 6-7 Supply/Demand Inquiry (Fold Area) screen
Review item supply and demand information for each location and lot in the branch/plant in the following fields:
Customer/Supplier
Record Type
Parent Work Order
Parent
From ECS Sales Order Management (G4910), choose End of Day Processing
From ECS End of Day Processing (G491013), choose Repost Active Sales Orders
If your data has been corrupted due to a loss of power or some other occurrence, you can restore sales order information. You can set up a DREAM Writer version of the Repost Active Sales Orders program to have the system restore sales orders and recalculate related quantity and commitment information.
The program does not restore or recalculate information for the following:
Orders with kit components and non-inventory items
Orders that are on hold
Orders with incomplete header information
Canceled detail lines
Detail lines with invalid line types
You can also have the system clear and then recalculate the following quantity information for items, depending on how you set the processing options:
Committed quantity - includes any committed quantities on held orders
Total quantity on an individual sales order
Total quantity for all sales orders