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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Information
Conventions
1
Overview to Sales Order Management
1.1
System Integration
1.1.1
Integration with Accounting and Distribution Systems
1.1.2
Sales Order Management
1.1.3
General Accounting
1.1.4
Address Book
1.1.5
Inventory Management
1.1.6
Procurement
1.1.7
Advanced Pricing
1.1.8
Advanced Warehouse Management
1.1.9
Load and Delivery Management System
1.1.10
Electronic Data Interchange
1.1.10.1
Processing EDI Documents
1.1.10.2
Electronic Documents Supported by JD Edwards World
1.2
Features of Sales Order Management
1.2.1
Order Entry
1.2.2
Templates
1.2.3
Order Release
1.2.4
Processing Orders
1.2.5
Updating Status Codes
1.2.6
Sales Order Information
1.2.7
End of Day Processing
1.2.8
Pricing
1.2.9
Preferences
1.2.10
System Setup
1.2.11
Advanced and Technical Operations
Part I Sales Order Entry
2
Sales Order Entry
2.1
Objectives
2.2
Overview
2.2.1
Before You Begin
3
Work with Header Information
3.1
Overview
3.1.1
Before You Begin
3.1.2
What You Should Know About
3.2
Entering Header Information
3.2.1
What You Should Know About
3.2.2
What You Should Know About
3.2.3
What You Should Know About
3.2.4
What You Should Know About
3.2.5
What You Should Know About
3.3
Updating Header Default Information
3.3.1
What You Should Know About
3.4
Adding Messages to Sales Orders
3.4.1
What You Should Know About
4
Work with Detail Information
4.1
Detail Line Format
4.2
Entering Detail Information
4.2.1
What You Should Know About
4.2.2
What You Should Know About
4.3
Changing Order Detail Information
4.3.1
What You Should Know About
4.3.2
What You Should Know About
4.4
Entering Substitute, Associated and Replacement Items
4.4.1
Before You Begin
4.4.2
What You Should Know About
4.4.3
Replacement Items
4.5
Adding a Message Using a Text Line Type
4.5.1
What You Should Know About
4.6
Duplicating Sales Order Information
4.7
Backorder Processing
4.7.1
Setup for Backorder Processing
4.7.2
Creating Backorders
4.7.2.1
Creating Backorders at Order Entry
4.7.2.2
Creating Backorders after Order Entry
5
Processing Options for Sales Order Entry
5.1
Processing Options
5.2
What You Should Know About
6
Enter Sales Orders in Line Mode
6.1
Entering Sales Orders in Line Mode
7
Work with Recurring and Batch Sales Orders
7.1
Overview
7.1.1
What You Should Know About
7.1.2
Before You Begin
7.2
Entering Batch Sales Orders
7.2.1
What You Should Know About
7.3
Processing Batch Sales Orders
7.3.1
What You Should Know About
7.3.2
Processing Options
7.4
Correcting Batch Sales Orders
7.5
Entering Recurring Sales Orders
7.5.1
What You Should Know About
7.5.2
Processing Options
8
Work with Kits and Configured Items
8.1
Entering Kit Orders
8.1.1
Before You Begin
8.1.2
What You Should Know About
8.2
Understanding Configured Item Orders
8.2.1
What You Should Know About
9
Enter Sales Orders with Templates
9.1
Entering an Order Using a Standard Template
9.2
Entering a Sales Order Using a Customer Template
9.2.1
What You Should Know About
9.3
Creating a Template Using Order History
Part II Additional Order Entry and Release
10
Overview to Additional Order Entry and Release
10.1
Objectives
10.2
Overview
10.2.1
Before You Begin
11
Work with Order Releases
11.1
Releasing Orders on Hold
11.1.1
What You Should Know About
11.1.2
Processing Options
11.2
Releasing Backorders Online
11.2.1
What You Should Know About
11.2.2
Processing Options
11.3
Releasing Backorders in a Batch
11.3.1
What You Should Know About
11.3.2
Processing Options
11.4
Reviewing Order Releases
12
Enter Credit Orders
12.1
Overview
12.1.1
Before You Begin
12.1.2
What You Should Know About
12.2
Entering Credit Orders Manually
12.3
Entering System-Generated Credit Orders
12.3.1
Setup to enable System-Generated Credit Orders
13
Work with Transfer Orders
13.1
Set Up for Transfer Orders
13.1.1
AAI Setup For Transfer Orders
13.1.1.1
Standard AAI setup for Sales and Purchasing
13.1.1.2
AAI setup for Transferring Inventory At Cost
13.1.1.3
AAI setup for Transferring Inventory At Cost Plus
13.1.2
What You Should Know About
13.2
Entering Transfer Orders
13.2.1
What You Should Know About
13.2.2
Changes to a Transfer Sales Order or Purchase Order
13.2.3
Receipt Routing
13.2.4
What You Should Know About
13.2.5
Processing Options
13.3
Creating Transfer Orders in Batch Mode
13.3.1
Processing options
14
Enter Direct Ship Orders
14.1
Currency and Direct Ship
14.2
Entering Direct Ship Orders
14.2.1
What You Should Know About
14.2.2
Securing Direct Ship Orders
14.2.3
Using Templates for Direct Ship Orders
14.2.4
Copying a Direct Ship
14.2.5
Overriding Addresses in Direct Ship Orders
14.2.5.1
Before You Begin
14.2.6
Processing Options
14.3
Creating Direct Ship Orders in Batch Mode
14.3.1
Processing Options
15
Work with Quote Orders
15.1
Overview
15.1.1
Before You Begin
15.1.2
What You Should Know About
15.2
Entering a Quote Order
15.2.1
What You Should Know About
15.3
Creating a Sales Order from a Quote Order
15.3.1
What You Should Know About
15.4
Releasing a Quote Order
15.4.1
What You Should Know About
15.4.2
Processing Options
16
Work with Blanket Orders
16.1
Entering a Blanket Order
16.2
Creating a Sales Order from a Blanket Order
16.2.1
Before You Begin
16.2.2
What You Should Know About
16.3
Releasing a Blanket Order
16.3.1
What You Should Know About
17
Work with Interbranch Orders
17.1
Overview
17.1.1
Before You Begin
17.2
Entering an Interbranch Order
17.3
Changing Tax Information for an Interbranch Invoice
17.3.1
What You Should Know About
17.4
Printing an Interbranch Invoice
17.4.1
Before You Begin
17.4.2
What You Should Know About
17.5
Updating Interbranch Sales Information
17.5.1
Example: Accounts Receivable and Accounts Payable Entries
17.5.1.1
I Batch
17.5.1.2
V Batch
17.5.2
Example: Accounts Receivable Entries
17.5.2.1
I Batch
17.5.2.2
ST Batch
17.5.3
Before You Begin
17.5.4
What You Should Know About
17.6
Consignment Sales
17.6.1
Set up and process for Consignment Sales
18
Work with Service and Warranty Management
18.1
Defining Service and Warranty Contracts
18.2
Assigning Warranty Contracts to Sales Order Lines
18.2.1
Assign Warranty Contracts in Batch Mode
18.2.2
Assign Warranty Contracts Interactively
18.3
Assign Warranty Pricing to Sales Order Lines
18.4
Creating Install Base Records
18.5
Processing Return Orders
18.5.1
Service Warranty Workbench
18.5.2
Processing Options
Part III Sales Order Information
19
Overview to Sales Order Information
19.1
Objectives
19.2
Overview
20
Work with Item Information
20.1
Reviewing Lot Information for a Customer's Last Shipment
20.1.1
What You Should Know About
20.2
Copying Item Information to Sales Orders
20.3
Reviewing Price and Availability Information
20.3.1
What You Should Know About
20.3.2
Processing Options
20.4
Understanding Inventory Commitments
20.4.1
Item Availability Definition
20.4.2
Commitment Types
20.4.2.1
Soft Commitments
20.4.2.2
Hard Commitments
20.4.2.3
Future Commitments
20.4.2.4
Other Quantities 1 and 2
20.4.3
Backordered Items
20.4.4
What You Should Know About
20.5
Locating Quantity Information
20.5.1
What You Should Know About
20.6
Committing and Decommitting Inventory
20.6.1
How the System Commits Inventory
20.6.2
What You Should Know About
20.6.3
Processing Options
20.7
Reviewing Supply and Demand Information
20.7.1
What You Should Know About
20.7.2
Processing Options
20.8
Restoring Sales Order Information
20.8.1
Repost Active Sales Orders
20.8.1.1
Processing options
20.8.2
Re-Commit Future Orders
20.8.2.1
Processing options
20.8.3
What You Should Know About
20.8.4
Processing Options
21
Work with Customer and Sales Information
21.1
Reviewing Customer Account Information
21.1.1
Files Details
21.1.1.1
Customer Master (F0301)
21.1.1.2
Accounts Receivable Ledger (F0311)
21.1.1.3
Sales Order Header and Sales Order Detail (F4201) and (F4211)
21.1.2
Credit Checking Process
21.1.2.1
Credit Limit
21.1.2.2
Aging Credit Checking
21.1.3
Setup for Credit Check
21.1.4
What You Should Know About
21.1.5
Processing Options
21.2
Reviewing Sales Orders
21.2.1
What You Should Know About
21.2.2
Processing Options
21.3
Generating Order Status Reports
21.3.1
Generating the Open Orders by Item Report
21.3.2
Before You Begin
21.3.3
Generating the Open Orders by Customer Report
21.3.4
Processing Options
21.3.5
Generating the Held Orders Report
21.3.6
Generating the Backorders to Fill Report
21.3.7
Processing Options
21.4
Reviewing Sales Ledger Information
21.4.1
Before You Begin
21.4.2
What You Should Know About
21.4.3
Processing Options
21.5
Reviewing Delivery Notes
21.5.1
Before You Begin
21.6
Generating Sales History Reports
21.6.1
What You Should Know About
21.6.2
Generating the Sales Ledger Detail Report
21.6.3
Processing Options
21.6.4
Generating the Sales Analysis Summary Report
21.6.5
Processing Options
22
Work with Billing Information
22.1
Reviewing Online Invoices
22.1.1
What You Should Know About
22.1.2
Processing Options
22.2
Printing Order Acknowledgements
22.2.1
What You Should Know About
22.2.2
Processing Options
Part IV UCC 128 Compliance
23
Overview to UCC 128 Compliance
23.1
Objectives
23.2
Overview
24
Understand UCC 128 Compliance
24.1
Overview
24.2
UCC Identification Codes
24.2.1
Universal Product Code (UPC)
24.2.2
Shipping Container Code (SCC)
24.2.3
Serial Shipping Container Code (SSCC)
24.3
Bar Code Labels
24.3.1
Bar Code Labels for UPC/EAN-13
24.3.2
Bar Code Labels for SCC-14/EAN-14
24.3.3
Bar Code Labels for Serial Shipping Container Code (SSCC-18)
24.4
Shipping Labels
24.5
EDI Transmissions
25
Set Up UCC 128 Processing
25.1
Setting Up Customer Information
25.1.1
Setting Up EDI Processing File Revisions
25.1.2
Setting Up Hierarchical Configurations
25.1.3
Setting Up Ship Notice/Manifest Requirements
25.2
Setting Up Item Identifiers for UCC 128 Processing
25.2.1
What You Should Know About
26
Process Shipments
26.1
Preparing the Shipment
26.1.1
Before You Begin
26.1.2
What You Should Know About
26.1.3
Entering Shipment Information
26.1.4
What You Should Know About
26.1.5
Selecting Sales Orders for Shipment
26.1.6
Printing the UPC/SCC Labels
26.1.7
Printing the Shipping Label/SSCC
26.2
Working with Packing Information
26.2.1
Recording Tare and Pack Information
26.2.2
What You Should Know About
26.2.3
Confirming the Pack
26.3
Shipping the Product
26.3.1
Confirming the Sales Order
26.3.2
Confirming the Shipment
26.3.3
Printing the Shipping Labels
26.4
Generating the Ship Notice/Manifest
26.4.1
What You Should Know About
Part V Sales Order Processing
27
Overview to Sales Order Processing
27.1
Objectives
27.2
Overview
27.2.1
Status Codes
28
Work with Picking Documents
28.1
Printing a Control Pick List
28.1.1
Processing Options
28.2
Printing a Pick Slip
28.2.1
What You Should Know About
28.2.2
Processing Options
29
Work with Shipments
29.1
Confirming Shipments
29.1.1
Before You Begin
29.1.2
What You Should Know About
29.1.3
Confirming Shipment of Items on an Order
29.1.4
Confirming Shipments from Multiple Locations
29.1.5
Processing Options
29.2
Reversing Shipments
29.3
Entering Serial Numbers
29.4
Confirming Shipments by Batch
29.4.1
Data Selection
29.4.2
Data Sequence
29.4.3
Processing Options
29.5
Printing Shipping Documents
29.5.1
Printing Bills of Lading
29.5.2
Processing Options
29.5.3
Printing Delivery Notes
29.5.4
Processing Options
30
Work with Invoice Cycles
30.1
Overview
30.1.1
Before You Begin
30.1.2
What You Should Know About
30.2
Creating the Invoice Cycle Preference
30.3
Setting Up Invoice Cycle Calculation Rules
30.3.1
Example: Scheduled Invoice Date Calculation
30.3.2
What You Should Know About
30.4
Running the Schedule Invoice Cycle
30.5
Verifying the G/L Entries
30.5.1
Before You Begin
30.5.2
What You Should Know About
30.5.3
Reviewing the Cycle Billing Transaction Report
30.5.4
Reviewing the Cycle Billing Exception Report
30.5.5
Processing Options
31
Process Invoices
31.1
Overview
31.2
Printing Invoices
31.2.1
Before You Begin
31.2.2
What You Should Know About
31.2.3
Processing Options
32
Update Status Codes
32.1
Updating Status Codes
32.1.1
Before You Begin
32.1.2
What You Should Know About
32.1.3
Processing Options
Part VI End of Day Processing
33
Overview to End of Day Processing
33.1
Objectives
33.2
Overview
34
Update Sales Information
34.1
Updating Customer Sales
34.1.1
Before You Begin
34.1.2
What You Should Know About
34.1.3
Processing Options
34.2
Reviewing Sales Journals and Reports
34.2.1
Reviewing the Invoice Journal
34.2.2
Reviewing the Sales Journal
34.2.3
What You Should Know About
34.2.4
Processing Options
34.2.5
Reviewing the Exception Report
35
Work with Sales Update Information
35.1
Overview
35.1.1
What You Should Know About
35.2
Reviewing Journal Entries
35.2.1
What You Should Know About
35.3
Approving Journal Entries
35.4
Posting Journal Entries
35.4.1
What You Should Know About
35.4.2
Processing Options
35.5
Printing Unposted Transactions
35.5.1
Processing Options
Part VII Pricing
36
Overview to Pricing
36.1
Objectives
36.2
Overview
37
Set Up Base Pricing Structure
37.1
Overview
37.1.1
Before You Begin
37.2
Setting Up Customer Price Groups
37.2.1
Before You Begin
37.2.2
What You Should Know About
37.3
Setting Up Item Price Groups
37.3.1
Before You Begin
37.3.2
What You Should Know About
37.4
Defining the Pricing Hierarchy
37.4.1
What You Should Know About
37.5
Defining Base Prices
37.5.1
Before You Begin
37.5.2
What You Should Know About
38
Work with Complex Price Groups
38.1
Setting Up Complex Customer Price Groups
38.1.1
Illustration: Using Complex Customer Price Groups in Base Pricing
38.1.2
Before You Begin
38.1.3
What You Should Know About
38.2
Setting Up Complex Item Price Groups
38.2.1
What You Should Know About
38.3
Generating Price Group Relationships
38.3.1
Processing Options
39
Work with Price Adjustments
39.1
Overview
39.1.1
Before You Begin
39.1.2
What You Should Know About
39.2
Setting up Inventory Pricing Rules
39.2.1
Before You Begin
39.2.2
What You Should Know About
39.3
Assigning Pricing Rules to Customers and Customer Groups
39.3.1
What You Should Know About
39.4
Setting Up Basket and Order Repricing
39.4.1
What You Should Know About
39.4.2
Defining Repricing Groups
39.4.3
Processing Basket and Order Repricing
39.4.4
Processing Options
40
Work with Base Pricing
40.1
Updating Base Prices
40.1.1
Changing Existing Prices
40.1.2
Creating Future Prices
40.1.3
Processing Options
40.1.4
Data Selection
40.1.5
Data Sequence
40.2
Updating Prices for a Customer
40.2.1
What You Should Know About
40.2.2
Processing Options
40.3
Converting Price Levels
40.3.1
Processing Options
Part VIII Preferences
41
Overview to Preferences
41.1
Objectives
41.2
Overview
41.2.1
What Is a Preference?
41.2.2
How Does the System Use Preferences?
41.2.2.1
Example: Applying a Preference
41.2.3
What Are the Preference Types?
42
Work with the Preference Master and Hierarchy
42.1
Overview
42.1.1
Before You Begin
42.1.2
What You Should Know About
42.2
Setting Up Preference Master Information
42.2.1
What You Should Know About
42.3
Arranging the Preference Hierarchy
42.3.1
Example: Preference Hierarchy for Payment Terms
42.3.2
What You Should Know About
43
Assign Customers and Items to Groups
43.1
Assigning a Customer to a Group
43.2
Assigning an Item to a Group
44
Set Up Preferences
44.1
Entering Header Preference Information
44.1.1
What You Should Know About
44.2
Entering Detail Preference Information
44.2.1
Container Deposit/Rental Preference
44.2.2
Customer Currency Preference
44.2.3
Delivery Date Preference
44.2.3.1
Example: Applying Dates for Products
44.2.4
Document Distribution Preference
44.2.4.1
Example: Document Distribution Preference
44.2.5
Document Set Preference
44.2.5.1
Example: Document Set Preference
44.2.6
End Use Preference
44.2.7
Freight Preference
44.2.8
Grade and Potency Preference
44.2.8.1
Example: Applying a Grade and Potency Preference for Grades
44.2.8.2
Example: Applying a Grade and Potency Preference for Potency
44.2.9
Inventory Commitment Preference
44.2.9.1
Example: Inventory Commitment Preference
44.2.10
Invoice Cycle Preference
44.2.11
Line of Business Preference
44.2.12
Next Order Status Preference
44.2.13
Order Preparation Days Preference
44.2.13.1
Preference Detail Fields
44.2.14
Payment Terms Preference
44.2.15
Price Adjustment Schedule Preference
44.2.16
Pricing Unit of Measure Preference
44.2.17
Print Messages Preference
44.2.18
Product Allocation Preference
44.2.19
Quality Management Preference
44.2.20
Revenue Cost Center Preference
44.2.21
Sales Commission Preference
44.2.22
User Defined Price Code Preferences
44.2.23
End Use Preference
45
Work with Preferences
45.1
Activating Preferences
45.1.1
What You Should Know About
45.2
Running Preferences in Batch
45.2.1
Before You Begin
45.2.2
Processing Options
45.3
Locating Preferences
Part IX System Setup
46
Overview to System Setup
46.1
Objectives
46.2
Overview
47
Define Related Addresses
47.1
Entering Related Addresses
47.1.1
What You Should Know About
47.2
Defining the Invoicing Address
47.3
Defining Default Address Types
48
Set Up Customer Billing Instructions
48.1
Setting Up Customer Billing Instructions
48.1.1
Before You Begin
48.1.2
What You Should Know About
48.1.3
What You Should Know About
48.2
Sales Order Information from Customer Billing Instructions
49
Set Up Constants
49.1
Defining Branch/Plant Constants
49.1.1
What You Should Know About
49.2
Defining Item Availability
49.2.1
What You Should Know About
49.3
Defining System Constants
49.4
Defining Batch Control Constants
49.5
Defining the Location Format
49.5.1
What You Should Know About
50
Set Up Order Line Types
50.1
Setting Up Order Line Types
51
Set Up Order Activity Rules
51.1
Setting Up Order Activity Rules
51.1.1
Before You Begin
51.1.2
What You Should Know About
52
Set Up Order Templates
52.1
Overview
52.1.1
Before You Begin
52.1.2
What You Should Know About
52.2
Creating a Standard Template
52.2.1
What You Should Know About
52.2.2
Processing Options
52.3
Updating an Existing Template
52.4
Creating a System-Generated Template
52.4.1
Before You Begin
52.4.2
Processing Options
53
Set Up Order Hold Information
53.1
Overview
53.1.1
Before You Begin
53.2
Defining Order Hold Codes
53.2.1
What You Should Know About
53.3
Setting Up Minimum and Maximum Order Amounts
53.4
Setting Up Order Hold Codes for Credit Checking
53.5
Setting Up Order Hold Codes for Margin Checking
53.5.1
Margin Formulae
53.5.1.1
Margin Percent
53.5.1.2
Margin Amount
53.5.2
What You Should Know About
53.6
Partial Order Hold Codes
53.7
Discrepancy Hold Codes
54
Set Up Commission Information
54.1
Overview
54.1.1
Before You Begin
54.1.2
What You Should Know
54.2
Setting Up a Sales Group
54.2.1
Before You Begin
54.2.2
What You Should Know
54.3
Assigning Commission Information
54.3.1
What You Should Know About
54.4
Setting Up Additional Commission Information
54.4.1
Before You Begin
54.4.2
What You Should Know About
54.5
Reviewing Commission Information
54.5.1
What You Should Know About
55
Set Up Branch Sales Markups
55.1
Setting Up Branch Sales Markups
55.1.1
Before You Begin
56
Set Up the Work Day Calendar
56.1
Setting Up the Work Day Calendar
56.1.1
Before You Begin
57
Set Up Freight Information
57.1
Setting Up Freight Information
57.1.1
Before You Begin
57.1.2
What You Should Know About
57.2
Freight Calculation
58
Set Up Automatic Accounting Instructions
58.1
Setting Up Automatic Accounting Instructions
58.2
AAIs for the Sales Order Management System
58.2.1
Before You Begin
58.2.2
What You Should Know About
59
Define Flexible Account Numbers
59.1
Defining Flexible Account Numbers
59.1.1
Example: Flexible Account Number
59.2
What Are the Rules for Defining a Flexible Format?
59.2.1
Base Sales Order Management AAIs
59.2.2
Advanced Pricing AAIs
59.3
How Does the System Determine Account Information?
59.3.1
Before You Begin
59.4
What You Should Know About
Part X Advanced and Technical Operations
60
Overview to Advanced and Technical Operations
60.1
Objectives
60.2
Overview
61
Purge Data
61.1
Purging Data
61.1.1
What You Should Know About
61.1.2
Before You Begin
61.2
Running General Purges
61.2.1
Creating a new DREAM Writer version for a purge
61.2.2
What You Should Know About
61.2.3
Processing Options
61.3
Running Special Purges
61.3.1
Running the Sales Order Header Purge
61.3.2
Processing Options
61.3.3
Running the Sales Order Text Line Purge
61.3.4
Running the Extended Text Purge
61.3.5
Processing Options
61.3.6
Running the Batch Order Files Purge
61.3.7
Processing Options
61.3.8
Running Move Sales Order Detail to History
61.3.9
Processing Options
62
Work with Subsystem
62.1
Defining the Subsystem
62.1.1
What You Should Know About
62.2
Starting Jobs in the Subsystem
62.2.1
What You Should Know About
62.3
Stopping Jobs in the Subsystem
62.3.1
What You Should Know About
62.3.2
Processing Options
62.4
Running the Subsystem in Sleeper
Part XI Processing Options
63
Sales Order Processing Options
63.1
Sales Order Entry (P4211)
63.2
Single Line Order Entry (P4201A)
63.3
Batch Edit - Creation (P40211Z)
63.4
Recurring Batch Order Entry (P4001Z)
63.5
Manufacturing Work Order Entry (P48013)
64
Additional Order Entry and Release Processing Options
64.1
Release Held Orders (P42070)
64.2
Release Backorders (P42117)
64.3
Release Backorders - Batch (P42118)
64.4
Transfer Order Entry (P4242)
64.5
Direct Ship Order Entry (P4243)
64.6
Order Release (P420111)
64.7
Service Warranty Workbench (P42402)
65
Sales Order Information Processing Options
65.1
Check Price & Availability (P40721)
65.2
Commit/Decommit Workbench (P42999)
65.3
Repost Sales Orders & Release Future Commits (P42995)
65.4
Supply & Demand (P4021)
65.5
Credit Check Processing (P42050)
65.6
Customer Service Inquiry (P42045)
65.7
Open Sales Orders by Customer (P42620)
65.8
Print Backorders to Fill (P42590)
65.9
Sales Ledger & Credit Orders from History (P42025)
65.10
Sales Ledger Detail (P42600)
65.11
Sales Analysis Summary (P42611)
65.12
Online Invoice (P42230)
65.13
Sales Order Invoices Print (P42565)
66
Sales Order Processing – Processing Options
66.1
Control Pick List (P42522)
66.2
Print Pick Slips (P42520)
66.3
Bill of Lading (P42530)
66.4
Shipment Confirmation (P4205)
66.5
Batch Ship Confirm - Final (P42051)
66.6
Print Delivery Notes (P42535)
66.7
Cycle Billing - Final (P49700)
66.8
Periodic Invoice (P49870)
66.9
Daily/Periodic Invoice (P49880)
66.10
Status Code Update (P42040)
66.11
Enter Receipts (P4312)
66.12
Text Messages (P4016)
67
End of Day Processing – Processing Options
67.1
Sales Update (P42800)
67.2
Print Sales Journal (P42810)
67.3
General Ledger Post (P09870)
67.4
General Journal By Batch (P09301)
68
Price Processing Options
68.1
Customer Price Group Generation (P40932)
68.2
Item Price Group Generation (P40931)
68.3
Order Repricing for Standard Pricing (P421301)
68.4
Base Price Report (P41830)
68.5
Update Sales Cost, Price, or Exchange Rate (P42950)
68.6
Sales Price Level Conversion - Final (P41816)
69
Preferences Processing Options
69.1
Preference Batch Processing (P40840)
70
Advanced and Technical Operations Processing Options
70.1
Batch File Purge (P00PURGE)
70.2
Purge Sales Order Header File (F4201) (P4201P)
70.3
Extended Text Line Deletion - F4314 (P4314P)
70.4
Purge Details to History (P42996)
70.5
Start/Stop Subsystem (P40420)
71
System Setup Processing Options
71.1
Order/Supplier Template Revisions (P4015)
71.2
Customer Template Rebuild (P42815)
72
Z File Processing Options
72.1
Billing Instructions Rev. Pg 1 - Z-File (P4206Z)
72.2
Billing Instructions Rev. Pg 2 - Z-File (P42061Z)
72.3
Billing Instructions Rev CO/BU Z-File (P42063Z)
72.4
Billing Instructions Rev for CO/BU Defaults Z-File (P420631Z)
A
Update Customer Sales
A.1
System Interfaces and File Updates
A.1.1
Accounts Receivable and General Accounting (F0311/F0911)
A.1.2
Inventory (F41021/F4111)
A.1.3
Sales History (F4229/F4115)
A.1.4
Commissions (F42005)
A.1.5
Sales Order Detail History (F42119)
A.1.6
Sales Order Header History (F42019)
A.1.7
Tax File (F0018)
A.1.8
Sales Order Detail File (F4211)
A.1.9
Associated Text (F4314)
A.1.10
Price Adjustments History (F4074)
A.2
Processing Order
A.2.1
First Cycle
A.2.2
Second Cycle
A.2.3
Third Cycle
A.3
Tax AAIs
A.4
Bypassing Updating A/R
A.5
Different Types of Batches Created by Sales Update
A.6
Running Sales Update in Summary vs. Detail
A.6.1
Accounts Receivable Entries
A.6.1.1
Detail
A.6.1.2
Summary
A.6.2
General Ledger Entries
A.6.2.1
Detail
A.6.2.2
Summary
A.6.3
Summarizing Inventory and COGS to a Separate Batch
A.7
Running Sales Update in Proof vs. Final Mode
A.7.1
Proof Mode
A.7.2
Final Mode
A.8
Updates to Quantity On-Hand and the Cardex
A.8.1
Ship Confirmation
A.8.2
Sales Update
A.9
Versions of Sales Update
A.9.1
Sales Update - (Proof or Final)
A.9.2
Sales Update - Assign Invoice No. - (Proof or Final)
A.9.3
How Can I Tell If An Invoice Number Has Been Assigned
A.10
Purging Records by Running Sales Update
A.11
Can Sales Update be re-run?
A.11.1
Change G/L or Invoice Dates
A.11.2
Records Not Included in Update
A.11.3
Data Purged Erroneously
A.11.4
Data Not Purged
B
Import Mass Data into Sales Order
Index
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