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  • Title and Copyright Information
  • Preface
  • 1 Introduction to JD Edwards EnterpriseOne Sales Order Management
    • JD Edwards EnterpriseOne Sales Order Management Overview
    • JD Edwards EnterpriseOne Sales Order Management Business Processes
    • JD Edwards EnterpriseOne Sales Order Management Integrations
      • JD Edwards EnterpriseOne Accounts Receivable
      • JD Edwards EnterpriseOne Address Book
      • JD Edwards EnterpriseOne Bulk Stock Inventory
      • JD Edwards EnterpriseOne General Accounting
      • JD Edwards EnterpriseOne Inventory Management
      • JD Edwards EnterpriseOne Procurement
      • JD Edwards EnterpriseOne Transportation Management
    • JD Edwards EnterpriseOne Sales Order Management Implementation
      • Global Implementation Steps
      • Sales Order Management Implementation Steps
    • Business Interface Integration Objects
  • 2 Configuring the Sales Order Management System
    • Understanding System Configuration for Sales Order Management
    • Setting Up UDCs
      • Auto TP Rollback Level - (00/AT)
      • Status Codes for Prepayments (00/SP)
      • Payment Instruments (00/PY)
      • Prepayment Special Handling Codes for 00/PY
      • Blanket/Quote Order Types (40/BT)
      • On Hand Quantity Relief (40/IU)
      • Order Templates (40/OT)
      • Cross Reference Type Code (41/DT)
      • Hold Codes (42/HC)
    • Setting Up Constants
      • Understanding Constants for Sales Order Management
        • Item Availability
        • System Constants
        • Batch Control Constants
        • Location Control
        • Location Format
        • Locations in Branch/Plants
      • Understanding System Setup for Taxed Prices
      • Prerequisites
      • Forms Used to Set Up Constants
      • Setting Up Branch/Plant Constants
      • Setting Up Item Availability
      • Setting Up System Constants
      • Setting Up Batch Control Constants
      • Setting Up Location Formats
        • Location Format Specification
        • Warehouse Control
      • Setting Up Locations in Branch/Plants
    • Setting Up AAIs for Sales Order Management
      • Understanding AAIs for Sales Order Management
        • Search Sequence for AAIs
        • AAIs for Sales Order Management
      • Forms Used to Set Up AAIs for Sales Order Management
      • Setting Up AAIs for Sales Order Management
    • Setting Up Order Line Types
      • Understanding Order Line Types
        • Adding a Message Using a Text Line Type
        • Assigning a Line Type for Nonstock Items
      • Forms Used to Set Up Order Line Types
      • Setting Up Order Line Types
    • Setting Up Order Activity Rules
      • Understanding Order Activity Rules
      • Prerequisites
      • Forms Used to Set Up Order Activity Rules
      • Setting Up Order Activity Rules
    • Setting Up Sales Order Automation (RTE Filtering
      • Understanding Real-Time Events
      • Understanding Real-Time Event Filtering
      • Forms Used to Set Up Real-Time Event Filtering
      • Reviewing and Activating RTE Filters
      • Setting Up RTE Filter Details
    • Setting Up Revenue Recognition for Sales Order Invoices
  • 3 Setting Up Order Processing Information
    • Understanding Order Processing Information
    • Understanding Record Reservations
    • Setting Up Commission Information
      • Understanding Commission Information
      • Understanding Commission Assignments
      • Understanding Commission Constants
      • Prerequisites
      • Forms Used to Set Up Commission Information
      • Setting Up Commission Constants
      • Setting Up Sales Groups
    • Setting Up Branch Sales Markups
      • Understanding Branch Sales Markups
      • Forms Used to Set Up Branch Sales Markups
      • Setting Up Branch Sales Markups
    • Defining Flexible Account Numbers
      • Understanding Flexible Account Numbers
        • Example: Flexible Account Number
        • Base Sales Order Management AAIs
        • Advanced Pricing AAIs
        • Locating Account Information from the AAI
      • Prerequisites
      • Forms Used to Define Flexible Account Numbers
      • Defining Flexible Account Numbers
    • Creating Order Templates
      • Understanding Order Templates
        • Standard Templates
        • Maintaining Templates
      • Prerequisites
      • Forms Used to Create Order Templates
      • Setting Processing Options for the Customer Template Revisions Program (P4015)
        • Display
        • Versions
      • Creating a Standard Template
      • Setting Processing Options for the Customer History Template Rebuild Program (R42815)
        • Process 1
        • Process 2
      • Creating a System-Generated Template
    • Setting Up Order Hold Information
      • Understanding Order Hold Information
        • Order Hold Codes
        • Order Hold Codes for Minimum and Maximum Order Amounts
        • Order Hold Codes for Credit Checking
        • Order Hold Codes for Inactive Customers
        • Order Hold Codes for Margin Checking
        • Order Hold Codes for Partial Order Holds
        • Order Hold Codes for Prepayments
      • Understanding the Assignment of Hold Codes to Orders
      • Understanding the Assignment of Hold Codes to the Customer Billing Instructions
      • Forms Used to Set Up Order Hold Information
      • Setting Up Order Hold Codes
    • Setting Up Self-Service Information for Sales Order Management
      • Understanding Self-Service Setup for Customers
      • Understanding Security Issues
      • Understanding Processing Options for Customer Self-Service
      • Understanding Product Hierarchy Setup for Self-Service Order Entry
      • Prerequisites
      • Forms Used to Set Up Self-Service Information for Sales Order Management
      • Setting Processing Options for the Item Hierarchy Program (P4101H)
        • Defaults
        • Process
      • Setting Up Product Hierarchies
  • 4 Setting Up Customer Information
    • Understanding Customer Information
      • Mobile Enterprise Applications for Search Sales Order
    • Setting Up Related Addresses
      • Understanding Related Addresses
        • Defining the Invoicing Address
        • Defining Default Address Types
      • Prerequisites
      • Forms Used to Set Up Related Addresses
      • Setting Up Related Addresses
      • Defining the Invoicing Address
      • Defining Default Address Types
    • Setting Up Customer Billing Instructions
      • Understanding Customer Billing Instructions
        • Credit Information
        • Tax Information
        • Tax Price
      • Prerequisites
      • Forms Used to Set Up Customer Billing Instructions
      • Setting Up Customer Billing Information
        • Billing Page 1
        • Billing Page 2
      • Entering Freight and Delivery Information
        • Billing Page 1
        • Billing Page 2
      • Entering Item Restrictions
      • Entering Commission Information
      • Entering Credit Information
        • Credit
    • Converting Customer Limit Amounts
      • Understanding Currency Conversion for Customer Limit Amounts
        • Example: Rounding Converted Limit Amounts
      • Setting Processing Options for the Address Book Conversion - F03012 Program (R8903012E)
        • Update
        • Currency
        • Rounding
      • Running the Address Book Conversion - F03012 Program
    • Setting Up Date-Sensitive Customer Sets
      • Understanding Date-Sensitive Customer Sets
      • Prerequisites
      • Forms Used to Set Up Date-Sensitive Customer Sets
      • Setting Up Date-Sensitive Customer Sets
    • Setting Up Customer Buying Segments
      • Understanding Customer Segment Based Selling
        • Assigning Buying Segment Codes to Customers
        • Updating Buying Segment Codes
        • Building Customer Segment Items
        • Prerequisites
      • Forms Used to Assign Buying Segments to Customers
      • Setting Processing Options for the Customer Segment Items Program (P42440)
        • Defaults
      • Assigning Buying Segment Codes to Customers
      • Setting Processing Options for the Update Buying Segment Codes Program (R42442)
        • Defaults
      • Running the Update Buying Segment Codes Program
      • Setting Processing Options for the Build Customer Segment Items Program (R42441)
        • Defaults
      • Running the Build Customer Segment Items Program
  • 5 Setting Up UCC 128 Compliance
    • Understanding UCC 128 Compliance
    • Understanding UCC Identification Codes
      • Universal Product Code
      • Shipping Container Code
      • Serial Shipping Container Code
    • Understanding Bar Code Labels
      • Bar Code Labels for UPC/EAN-13
      • Bar Code Labels for SCC-14/EAN-14
      • Bar Code Labels for SSCC-18
    • Setting Up Hierarchical Configurations
      • Understanding Hierarchical Configurations
      • Form Used to Set Up Hierarchical Configurations
      • Setting Up Hierarchical Configurations
    • Setting Up Shipping Information
      • Understanding Shipping Labels
      • Form Used to Set Up Shipping Information
      • Setting Up Shipping Information
    • Setting Up Item Information for UCC 128
      • Understanding Item Information for UCC 128
        • Package Indicators
        • Aggregate SCCs
      • Prerequisites
      • Forms Used to Set Up Item Information for UCC 128
      • Setting Up Item Information for UCC 128
  • 6 Setting Up Base and Standard Pricing
    • Understanding Pricing
    • Setting Up a Base Pricing Structure
      • Understanding Base Pricing Structure
        • Customer Price Groups
        • Item Price Groups
        • Pricing Hierarchy
      • Prerequisites
      • Forms Used to Set Up a Base Pricing Structure
      • Assigning a Customer Pricing Group to a Customer
      • Assigning an Item Pricing Group to an Item
      • Setting Up the Pricing Hierarchy
    • Setting Up Base Prices
      • Understanding Base Prices
      • Prerequisite
      • Forms Used to Set Up Base Prices
      • Setting Up Base Prices
    • Setting Up Complex Price Groups
      • Understanding Complex Price Groups
        • Customer Groups
        • Item Groups
        • Price Group Relationship Generation
      • Prerequisite
      • Forms Used to Set Up Complex Price Groups
      • Setting Up Complex Price Groups
      • Assigning a Customer to a Price Group
      • Setting Up Complex Item Groups
      • Assigning an Item to an Item Group
      • Generating Price Group Relationships
    • Setting Up Standard Price Adjustments
      • Understanding Standard Price Adjustments
        • Inventory Pricing Rules
        • Trade Discounts
        • Contract Pricing
      • Prerequisites
      • Forms Used to Set Up Standard Price Adjustments
      • Setting Up Standard Pricing Adjustments
      • Setting Up Inventory Pricing Rules
      • Assigning Pricing Rules to Customers and Customer Groups
      • Setting Up Trade Discounts
  • 7 Entering Sales Orders
    • Understanding Sales Order Entry
      • Sales Order Entry Programs
      • Sales Order Information
        • Alternate Tax Rate/Area Assignment for Sales Orders
          • Error Handling
          • User Actions
      • Multicurrency
      • Order Holds
      • Sales Proposals
      • Taxed Prices
      • Prerequisites
    • Entering Sales Order Header and Detail Information
      • Understanding Sales Order Header Information
        • Related Addresses
        • Reviewing Credit Information
        • Entering Commission Information
      • Understanding Sales Order Detail Information
        • Enter Item Information
        • Retrieve Base Price
        • Change Tax Information
        • Process Serial Number Requirements
        • Enter Commission Information
        • Enter Default Line Information
        • Assign Agreements to a Sales Order
        • Zero Cost and Zero Price
        • Override Order Address
        • Hard Commit Inventory
        • (Release 9.2 Update) Automatic Pickup of ATP and CATP dates
      • Understanding Workflow Processing During Sales Order Entry
      • Understanding Activating Subsystem Processing
      • Understanding Customer Self-Service Order Entry
      • Prerequisites
      • Forms Used to Enter Sales Order Header and Detail Information
      • Setting Processing Options for Sales Order Entry (P4210)
        • Defaults
        • Duplication
        • Order Holds
        • Display
        • Commitment
        • Currency
        • Process
        • Cross Ref (cross-reference)
        • Versions
        • Preference
        • Transfers
        • Order Inquiry
        • Warehouse
        • Store & Fwd (Store and Forward)
        • Workflow
        • Multiples
        • Interbranch
        • Interop (interoperability)
        • Prepayment
        • Audit Log
        • Volume Upsell
        • Profit Margin
        • Promotion ID
        • Global Order Promising
        • Product Variants
        • Fulfillment Management
        • Style
        • Production No.
      • Entering Sales Order Header Information
      • Entering Sales Order Item Information
      • Entering Default Line Information
        • Line Defaults
      • Entering Cross-Docking Information
        • Cross Dock Order
    • Entering Sales Orders with Taxed Prices
      • Understanding Taxed Prices for Sales Orders
      • Understanding Taxed Prices Calculations
        • Example 1: Sales Order with a Unit Price
        • Example 2: Sales Order in which the Taxed Unit Price is Entered by the User
        • Example 3: Sales Order in which the Taxed Extended Price is Entered by the User
        • Example 4: Sales Order with a Foreign Unit Price
        • Example 5: Sales Order in which the Foreign Taxed Unit Price Entered by the User
        • Example 6: Sales Order in which the Foreign Taxed Extended Price is Entered by the User
      • Understanding System Validations when Using Taxed Prices for Sales Orders
      • Understanding Considerations when Using Taxed Prices for Sales Orders
        • Audit Logging and Approval Processes
        • Calculating Profit Margins
        • Calculating the Sales Order Total
        • Setting Advanced Preferences
        • Setting Processing Options For the Sales Order Entry Programs
        • Copying a Sales Order with Taxed Prices
        • Entering Kit and Configured Items
        • Entering Transfer and Intercompany Orders
        • Entering Blanket Orders
        • Credit Order from History
        • Vertex Quantum (Q Series) Sales and Use Tax
      • Prerequisites
      • Form Used to Work with Taxed Prices in the Sales Order Entry Program (P42101)
      • Setting Up Taxed Prices for Sales Orders
      • Reviewing Taxed Prices on a Summarized Sales Order Header
    • Updating and Copying Sales Order Information
      • Understanding the Process to Update Header Information to the Detail Form
      • Understanding Copying Sales Orders
      • Understanding Repricing
        • Taxed Prices in the Order and Basket Level Pricing Report (R42750)
        • Record Reservation
      • Prerequisite
      • Form Used to Update and Copy Sales Order Information
      • Updating Header Information
      • Copying Sales Orders
      • Setting Processing Options for the Order and Basket Level Repricing Program (R42750)
        • Record Selection
        • Default Values
        • Update Options
        • Process
    • Entering Sales Orders with Templates
      • Understanding the Use of Templates with Order Processing
      • Prerequisites
      • Forms Used to Enter Sales Orders with Templates
      • Entering Sales Orders Using Templates
    • Entering Substitute, Associated, and Promotional Items
      • Understanding Substitute, Associated, and Promotional Items
      • Prerequisites
      • Forms Used to Enter Substitute, Associated, and Promotional Items
      • Entering Substitute, Associated, and Promotional Items
    • Using Customer Segment Based Selling
      • Understanding How to Use Customer Segment Based Selling on Sales Orders
      • Prerequisites
      • Form Used to Add Customer Buying Segment Items to Sales Orders
      • Adding Customer Buying Segment Items to Sales Orders
    • Creating Volume-Based Upselling Prices
      • Understanding Volume-Based Upselling
        • Creating Volume-Based Upselling Prices
      • Prerequisites
      • Forms Used to Create Volume-Based Upselling Prices
    • Generating the Audit Log and Approval Processing
      • Understanding the Audit Log
      • Understanding Approval Processing
      • Prerequisites
      • Forms Used to Generate the Audit Log and Approval Processing
      • Reviewing the Audit Log
    • Entering Orders for Kits and Configured Items
      • Understanding Kits
        • Kit Components
        • Kit Example: Feature
        • Item Cross-Reference
        • Blanket and Quote Orders
        • Pricing
        • Work Orders for Kits
        • Kit Restrictions
      • Understanding Kit Processing
        • Individually Processing Components
        • Canceling Kits
        • Kit Work Order Processing
      • Understanding Configured Items
        • Configured Item Orders
      • Prerequisites
      • Forms Used to Enter Orders for Kits and Configured Items
      • Selecting Kit Components
      • Selecting Configured Item Attributes
    • Processing Recurring Sales Orders
      • Understanding Recurring Sales Orders
      • Understanding Taxed Prices in Recurring Sales Orders
        • Taxed Prices in the Recurring Orders Edited Creation Report (R40211Z)
      • Forms Used to Process Recurring Sales Orders
      • Setting Processing Options for the Recurring Orders Program (P4004Z)
        • Defaults
        • Versions
        • Process
        • Customer Self Service
      • Creating Recurring Sales Orders
      • Entering Recurring Sales Order Information
      • Setting Processing Options for the Recurring Orders Edit and Creation Program (R40211Z)
        • Process
        • Versions
        • Configurator
      • Processing Recurring Orders
    • Entering Sales Orders for Matrix Items
      • Understanding Entering Sales Orders for Matrix Items
      • Prerequisite
      • Forms Used to Enter Sales Orders for Matrix Items
      • Entering Sales Orders for Matrix Items
  • 8 Entering Sales Orders for Customer Service Representatives
    • Understanding Sales Order Entry for Customer Service Representatives
    • Prerequisites
    • Entering Sales Order Header and Detail Information
      • Understanding Sales Order Header Information
        • Edit Full Header
      • Understanding Sales Order Detail Information
      • Understanding Workflow Processing During Sales Order Entry
      • Forms Used to Enter Sales Order Information
      • Setting Processing Options for the Sales Order Entry Program (P42101)
        • Display
        • Order Inquiry
        • Versions
        • Task Flow
        • Order Guides (Release 9.2 Update)
      • Using Real-Time Summarization in the Sales Order Entry Program (P42101)
      • Entering Sales Order Header Information
      • Entering Sales Order Item Information
      • Entering Default Line Information
    • Copying Sales Orders
      • Understanding Copying Sales Orders
      • Forms Used to Copy Sales Order
      • Copying Sales Orders
    • Entering Sales Orders with Templates
      • Understanding the Use of Templates with Order Processing
      • Forms Used to Enter Sales Orders with Templates for Customer Service Representatives
    • Entering Sales Orders Using Order Guides (Release 9.2 Update)
      • Understanding Sales Order Entry Using Order Guides
        • Prerequisites
      • Setting Up Order Guide Processing
        • Setting Processing Options for the My Customer Program (P42470)
        • Setting Processing Options for the Order Guides Power Edit Program (P4015PE)
      • Forms Used to Enter Sales Orders Using Order Guides
      • Entering Sales Orders Using Order Guides
      • Updating Order Templates During Order Guide Processing
    • Entering Substitute, Associated, and Promotional Items
      • Understanding Substitute, Associated, and Promotional Items
      • Forms Used to Enter Substitute, Associated, and Promotional Items
    • Activating Notifications for Volume-Based Upselling
      • Understanding Volume-Based Upselling
      • Forms Used to Activate Notifications for Volume-Based Upselling for Customer Service Representatives
    • Activating Subsystem Processing in Sales Order Entry
      • Understanding Activating Subsystem Processing for Customer Service Representatives
    • Promising Orders in Sales Order Entry
      • Understanding Global Order Promising
    • Generating the Audit Log and Approval Processing
      • Understanding the Audit Log
      • Forms Used to Generate the Audit Log and Approval Processing for Customer Service Representatives
    • Entering Orders for Kits and Configured Items
      • Understanding Kits and Configured Items
      • Forms Used to Manage Kit and Configured Item Orders
  • 9 Entering Additional Orders
    • Understanding Additional Order Entry
    • Entering Credit Orders
      • Understanding Credit Orders
        • Create a Version for Credit Orders
        • Entering System-Generated Credit Orders
        • Working with Taxed Prices
      • Prerequisite
      • Forms Used to Enter Credit Orders
      • Setting Processing Options for the Sales Ledger Inquiry Program (P42025)
        • Defaults
        • Credit Memo
        • Versions
      • Entering Credit Orders from History
    • Entering Transfer Orders
      • Understanding Transfer Orders
      • Prerequisite
      • Forms Used to Enter Transfer Orders
      • Entering Transfer Orders
    • Entering Direct Ship Orders
      • Understanding Direct Ship Orders
      • Understanding Integrity Between Related Sales and Purchase Orders
        • Receipts
        • Voucher Match
      • Prerequisites
      • Forms Used to Enter Direct Ship Orders
    • Entering Blanket Orders
      • Understanding Blanket Orders
        • Blanket Orders for Kits
      • Prerequisites
      • Forms Used to Enter Blanket Orders
    • Entering Quote Orders
      • Understanding Quote Orders
        • Quote Orders for Kits
      • Prerequisites
      • Forms Used to Enter Quote Orders
    • Entering Interbranch and Intercompany Orders
      • Understanding Interbranch and Intercompany Orders
      • Understanding Default Information for Interbranch Orders
      • Understanding Interbranch Order Entry
        • Creating Intercompany Orders During Shipment Confirmation
      • Prerequisites
      • Forms Used to Enter Interbranch and Intercompany Orders
      • Entering Interbranch Orders
  • 10 Integrating with Oracle Global Order Promising
    • Understanding JD Edwards EnterpriseOne Integration with Oracle Global Order Promising
    • Activating the JD Edwards EnterpriseOne Integration with Oracle Global Order Promising
      • Form Used to Activate JD Edwards EnterpriseOne Integration with GOP
      • Activating JD Edwards EnterpriseOne Integration with GOP
        • Setting Up Ship/Delivery Date Codes
    • Understanding JD Edwards EnterpriseOne Configuration
    • Setting Up Resources
      • Forms Used to Set Up Resources
      • Attaching Work Center Resources to Routing Steps
      • Revising Routing Master Resource Set Definition Detail
      • Editing Work Center Resources
      • Setting Processing Options for the VCP Planning BOM Creation Program (R34A1020PB)
        • Process
    • Setting Up Items for GOP Processing
      • Form Used to Setup Items for GOP Processing
      • Setting Up an Item for GOP Processing
      • Setting Up Processing Options for Update GOP Constraints Flag Using UBE - R41910 (Release 9.2 Update)
        • Update
      • Configured Items
    • Setting Up Available to Promise (ATP) Rules
      • Form Used to Set Up ATP Rules
      • Setting Up ATP Rules
    • Configuring JD Edwards EnterpriseOne for Branch/Plant Sourcing from GOP (Release 9.2 Update)
      • Understanding JD Edwards EnterpriseOne Configuration for Branch/Plant Sourcing
    • Sourcing from the Global Order Promising (GOP) System (Release 9.2 Update)
      • Prerequisites
      • Forms Used to Set Up Advanced Preferences for GOP Sourcing
      • Setting Up Advanced Preferences for GOP Sourcing
      • Forms Used to Source from GOP
      • Sourcing Branch/Plant with Promise Dates for Sales order Lines
      • Sourcing Branch/Plant for Kit Items
      • Sourcing Branch/Plant for Configuration Items
      • Reviewing Global Order Promising Results
    • Setting Up GOP Business Services
      • Understanding Web Services (WSC) Callout
      • Configuring the GOP Processor
        • GOP JAXRPC Processor Business Service (JC34A010)
        • GOP JAXWS Processor Business Service (JC490020)
      • Setting Up Soft Coding Templates
      • Setting Up Web Service Soft Coding Records
  • 11 Holding, Releasing, and Reviewing Orders
    • Understanding Order Holds and Releases
      • Prerequisite
    • Holding Orders
      • Understanding Holding Orders
        • Record Reservation
      • Setting Processing Options for the Batch Credit Hold Program (R42542)
        • Defaults
    • Releasing Held Orders
      • Understanding Order Releases
      • Prerequisites
      • Forms Used to Release Held Orders
      • Setting Processing Options for the Release Holds Program (P43070)
        • Defaults
        • Display
        • Versions
        • Process
        • Warehouse
        • Prepayment
      • Releasing Orders on Hold
      • Setting Processing Options for the Batch Release Credit Holds Program (R42550)
        • Defaults
        • Print
      • Releasing Credit Holds in Batch
        • Record Reservation
    • Releasing Backorders
      • Understanding Backorder Releases
        • Releasing Backorders in a Batch
        • Releasing Backorders for Kits
        • Releasing Backorders with Taxed Prices
      • Forms Used to Release Backorders Online
      • Setting Processing Options for the Release Backorders - Online Program (P42117)
        • Defaults
        • Display
        • Edits
        • Process
        • Order Holds
        • Print
        • Versions
        • Warehouse
      • Releasing Backorders Online
      • Setting Processing Options for the Backorder Release and Report Program (R42118)
        • Defaults
        • Edits
        • Process
        • Order Holds
        • Print
        • Versions
        • Warehousing
      • Releasing Backorders in Batch
    • Releasing Blanket Orders
      • Understanding Blanket Order Release
        • Releasing Blanket Order for Kits
        • Releasing Blanket Orders with Taxed Prices
      • Forms Used to Release Blanket Orders
      • Setting Processing Options for the Sales Blanket Order Release Program (P420111)
        • Default
        • Display
        • Version
        • Customer Self Service
      • Releasing Blanket Orders
    • Releasing Quote Orders
      • Understanding Quote Order Release
        • Quote Order Release for Kits
      • Mobile Enterprise Applications for Quote Review and Release
      • Forms Used to Release Quote Orders
      • Releasing Quote Orders
    • Reviewing Item Information
      • Mobile Enterprise Applications for Reviewing Customer Order Information
      • Understanding Item Information
      • Understanding Supply and Demand
      • Prerequisite
      • Forms Used to Review Item Information
      • Setting Processing Options for the Check Price and Availability Program (P4074)
        • Process
      • Reviewing Standard Price and Availability Information
      • Setting Processing Options for the Item Availability Program (P41202)
        • Versions
        • Display
        • Lot Options
      • Locating Quantity Information
      • Reviewing Availability Calculations
      • Setting Processing Options for the Supply and Demand Inquiry Program (P4021)
        • Process
        • Display
        • Versions
      • Reviewing Supply and Demand Information
    • Reviewing Customer and Sales Information
      • Understanding Customer Account Information
      • Understanding Sales Order Information
        • Sales Orders in an As If Currency
      • Understanding Sales Ledger Information
      • Prerequisites
      • Forms Used to Review Customer and Sales Information
      • Reviewing Customer Account Information
      • Reviewing Sales Orders
      • Setting Processing Options for the Delivery Notes Inquiry Program (P42290)
        • Versions
    • Reviewing Commission Information
      • Understanding Commission Information
      • Prerequisites
      • Forms Used to Review Commission Information
      • Reviewing Commission Information
      • Reviewing Commission Accruals
  • 12 Processing Sales Orders
    • Understanding Sales Order Information
    • Understanding Sales Order Processing
    • Understanding Transaction Processing
    • Working with Billing Information
      • Understanding Online Invoices
        • Taxed Prices
      • Understanding Order Acknowledgment Printing
      • Forms Used to Work with Billing Information
      • Setting Processing Options for the Online Invoice Inquiry Program (P42230)
        • Defaults
        • Freight
        • Versions
        • Commissions
      • Printing Order Acknowledgements
    • Updating Status Codes
      • Understanding Status Codes
      • Prerequisite
      • Forms Used to Update Status Codes
      • Setting Processing Options for the Status Code Update Program (P42040)
        • Defaults
        • Versions
        • Warehouse
      • Updating Status Codes
    • Printing Picking Documents
      • Understanding Types of Picking Documents
        • Taxed Prices
        • Transaction Processing
      • Setting Processing Options for the Print Pick Slips Program (R42520)
        • Edits
        • Display
        • Process
        • Currency
        • Versions
      • Printing Pick Slips
    • Processing Serial Number Information
      • Understanding Serial Number Processing
      • Understanding Serial Number Processing in the Distribution System
        • Serial Number Requirements During Initial Item Entry
        • Serial Number Access During Purchase Order Receipts
        • Serial Number Entry During Order Entry
        • Serial Number Entry During Shipment Confirmation
      • Understanding Serial Number Setup for a Branch/Plant
      • Forms Used to Process Serial Number Information
      • Setting Processing Options for the Serial Number Inquiry Program (R4220)
        • Defaults
        • Versions
    • Confirming Shipments
      • Understanding Shipment Confirmations
        • Partial Order Quantities for Kits and Configured Items
        • JD Edwards EnterpriseOne Transportation and Kits
        • Ship Ascending Dates
        • In-Transit Accounting for Transfer Orders in Shipment Confirmation
        • In Transit Accounting for Shipped Goods (Release 9.2 Update)
        • Taxed Prices
        • Alternate Tax Rate/Area Assignment Functionality in the Shipment Confirmation Process
      • Understanding Additional Order Processing During Ship Confirm
        • Updating On-Hand Inventory
        • Load and Delivery Confirmation
        • Entering Serial Number Information During Confirmation
        • Confirming Test Results for Shipped Items
      • Understanding Tare and Pack Information
      • Understanding the Ship Confirm Batch Application
      • Prerequisites
      • Forms Used to Confirm Shipments
      • Setting Processing Options for the Shipment Confirmation Program (P4205)
        • Selection
        • Defaults
        • Display
        • Edits
        • Process
        • Freight
        • Print
        • Versions
        • Warehouse
        • Quality
        • Agreements
        • Interop
        • Bulk
        • InterBranch
        • Prepayment
        • Carton Detail
      • Confirming Shipments
      • Setting Processing Options for the Ship Confirm Batch Application Program (R42500)
        • Rec Selection
        • Process
      • Running the Ship Confirm Batch Application
    • Printing Shipping Documents
      • Understanding Bills of Lading
      • Understanding Delivery Notes
      • Prerequisites
      • Setting Processing Options for the Print Shipping Documents Program (R42530)
        • Default 1
        • Defaults 2
        • Process
        • Print
        • Currency
      • Printing Bills of Lading
      • Setting Processing Options for the Print Delivery Notes Program (R42535)
        • Defaults
        • Display
        • Display 1
        • Item Number
        • Process
        • Currency
      • Printing Delivery Notes
      • Record Reservation (Release 9.2 Update)
    • Processing Shipments According to UCC 128
      • Understanding Shipment Processing According to UCC 128
        • Prepare the Shipment
        • Create Shipments for Sales Orders
        • Confirmation Information for Packaging, UCC 128, and Shipments
      • Prerequisites
      • Forms Used to Process Shipments According to UCC 128
      • Setting Processing Options for the Work with Shipments Program (P4915)
        • Display
        • Process
        • Approval
        • Versions
        • Manual Shipment Consolidation
      • Entering Information for Shipment, Packaging, and UCC 128 Shipments
  • 13 Processing Prepayments
    • Understanding Prepayment Processing
      • Prerequisites
    • Understanding Prepayment Processing Setup
      • Prepayment Status Codes
      • Prepayment Types
        • Hard-Coded Codes
        • Soft-Coded Codes
        • Special Handling Codes
      • Prepayment Hold Codes
        • Authorization Hold Codes
        • Settlement Hold Codes
    • Authorizing Credit Card Transactions
      • Understanding Credit Card Authorization
      • Setting Processing Options for the Authorize Prepayment Transactions Program (R004201)
        • Defaults
        • Holds
      • Running the Authorize Prepayment Transactions Program
    • Updating Prepayment Transactions
      • Work with Prepayment Information During Order Entry
      • Release Held Orders for Authorization and Settlement
      • Update Transaction Status During Shipment Confirmation
      • Print Prepayment Information on Invoices
      • Update Prepayment Information at Sales Update
      • Using Taxed Prices
    • Updating the Transaction Status Manually
      • Understanding Updates to the Transaction Status
        • Examples: Impact of Setting Processing Options
      • Forms Used to Update the Transaction Status
      • Updating Transaction Status Codes
    • Settling Prepayment Transactions
      • Understanding Settling Prepayment Transactions
      • Setting Processing Options for the Settle Prepayment Transactions Program (R004202)
        • Defaults
        • Holds
      • Running the Settle Prepayment Transactions Program
    • Working with Drafts for Prepayments
      • Understanding Draft Collection
        • Data Selection for Draft Collection with Status Update
      • Understanding Preauthorized Drafts
  • 14 Updating Prices
    • Updating Base Prices
      • Understanding Base Price Updates
        • Change Existing Prices
        • Create Future Prices
      • Setting Processing Options for the Base/Price Maintenance - Batch Program (R41830)
        • Update
        • Adjustments
        • Date
      • Running the Base/Price Maintenance - Batch Program
    • Updating Taxed Prices
      • Understanding Taxed Price Updates
      • Setting Processing Options for the Sales Order Batch Tax Update Report Program (R45650)
        • Process
        • Versions
      • Running the Sales Order Batch Tax Update Report Program (R45650)
    • Updating Prices for a Customer
      • Understanding Customer Price Updates
        • Taxed Prices
        • Record Reservation
      • Setting Processing Options for the Sales Order Batch Price/Cost Update Program (R42950)
        • Process
        • Price Process
        • Display/Calculation
        • Versions
      • Running the Sales Order Batch Price/Cost Update Program
    • Converting Price Levels
      • Understanding Price Level Conversions
      • Setting Processing Options for the Item Sales Price Level Conversion Program (R41816)
        • Process
      • Running the Item Sales Price Level Conversion Program
    • Generating New Base Prices in a Different Currency
      • Understanding New Base Prices in a Different Currency
        • Example: Generating New Base Prices
        • Data Selection for Generate Base Price/Currency Program
      • Setting Processing Options for the Base Price Generation by Currency Program (R410601)
        • Run Modes
        • Currency
      • Generating New Base Price or Currency
  • 15 Invoicing
    • Understanding Invoicing
    • Printing Standard Invoices
      • Understanding the Print Invoices Program
        • Invoice Types
        • Currencies
        • Taxes
        • Taxed Prices
        • Intercompany Invoices
      • Understanding Kit Component and Parent Invoicing
        • Example: Partial Ship Component and Full Ship Parent
        • Example: Partial Ship Component and Partial Ship Parent
        • Foreign Currency
      • Prerequisites
      • Setting Processing Options for the Print Invoices Program (R42565)
        • Default
        • Print
        • Cost/Price Update
        • Prepayment
        • Process
        • EDI
        • Demand Scheduling
        • E-mail
      • Running the Print Invoices Program
    • Setting Up Invoice Cycles
      • Understanding Invoice Cycle Setup
        • Invoice Cycle Preference
        • Invoice Cycle Calculation Rules
        • Example: Scheduled Invoice Date Calculation
        • Automatic Accounting Instructions for Invoice Cycles
        • UDCs for Invoice Cycles
      • Forms Used to Set Up Invoice Cycle Preferences
      • Creating Invoice Cycle Preferences
      • Adding Scheduled Invoice Date Ranges
    • Running Cycle Billing
      • Understanding Cycle Billing
        • Non-Cycle Billing Journal Entries
        • Cycle Billing Journal Entries
        • Review the Cycle Billing Transaction Report
      • Prerequisite
      • Setting Processing Options for the Cycle Billing Program (R49700)
        • Defaults 1
      • Running the Cycle Billing Program
  • 16 Running the End of Day Processes
    • Understanding End Of Day Processing
    • Understanding Journal Entry Batch Review and Approval
    • Understanding Journal Entry Batch Posting
      • Posting Interbranch Sales
      • Making Changes During the Post Process
      • Verifying the Post of Journal Entries
      • Reviewing Electronic Mail for Messages
      • Reviewing the General Ledger Post Report
    • Updating Customer Sales
      • Understanding the Sales Update Program
        • Updating Tables
        • Selecting Versions and Modes for Update Customer Sales
        • Transaction Processing
        • Kit Processing
        • On-Hand Inventory
        • Bulk Stock Information
        • Taxed Prices
        • Interactive Versions in the Sales Update Program
        • Review Electronic Mail for Sales Update Errors
      • Understanding Interbranch and Intercompany Transactions
        • Example: Accounts Receivable and Accounts Payable Entries
        • Example: Accounts Receivable Entries
      • Understanding AAIs Used by the Sales Update Program
      • Prerequisites
      • Setting Processing Options for the Sales Update Program (R42800)
        • Defaults
        • Update
        • Versions
        • Print
        • Summarization
        • Cost Update
        • Interbranch
        • Flex Acctg
        • Bulk Product
        • Agreements
        • Performance
        • Prepayment
      • Running the Sales Update Program
    • Reviewing Sales Update Reports
      • Understanding Sales Update Reports
      • Reviewing the Invoice Journal
      • Reviewing the Sales Journal
      • Setting Processing Options for the Print Sales Journal Program (R42810)
        • Default 1
        • Default 2
        • Print
    • Refreshing Inventory Commitments (Optional) (Release 9.2 Update)
      • Understanding the Inventory Commitment Refresh Process
        • Configured Items
        • Report Output
      • Running the Refresh Inventory Commitment Program
      • Setting Processing Options for Refresh Inventory Commitment (P42990)
        • Process
        • Versions
    • Reposting Orders
      • Understanding the Process to Repost Orders
        • Recommitting Future Sales Orders
        • Restoring Active Orders
        • By-Pass Orders
        • Combining Recommit and Repost in One Version
        • Taxed Prices
        • Transaction Processing
      • Setting Processing Options for the Repost Active Sales Orders Program (R42995)
        • Recommit
        • Repost
      • Running the Repost Active Sales Orders Program
    • Purging Data
      • Understanding the Purge Programs for Sales Order Management
      • Understanding the Sales Order Text Lines Purge Program
      • Prerequisites
      • Purging Sales Order Text Lines
      • Purging Processed Batch Sales Orders
      • Setting Processing Options for the Purge Sales Order Header (F4201) Program (R4201P)
        • Purge
      • Purging Sales Order Header Records
      • Setting Processing Options for the Purge Detail to History Program (R42996)
        • Process
      • Purging Sales Order Detail Lines
      • Setting Processing Options for the Purge Audit Log Program (R42420)
        • Purge Options
      • Purging Audit Log Transactions
      • Purging Sales Order Transactions
  • 17 Generating Returned Material Authorization
    • Understanding RMA
      • Generic Business Example
    • Setting Up RMA Defaults
      • Understanding RMA Defaults
      • Form Used to Set Up RMA Defaults
      • Setting Up RMA Defaults
      • Determining the Search Sequence
    • Creating RMAs
      • Understanding RMA Entry
        • Taxed Prices
        • Credit Memos
      • Prerequisites
      • Form Used to Create RMAs
      • Setting Processing Options for the Return Material Authorization Revisions Program (P400511)
        • Defaults
        • Edits
        • Process
        • Versions
      • Setting Processing Options for the Work with Return Material Authorization Program (P40051)
        • Default
        • Versions
      • Entering Returned Material Authorizations
    • Running the RMA - Update Sales Order Status Program
      • Understanding the RMA - Update Sales Order Status Program
        • Taxed Prices
      • Setting Processing Options for RMA - Update Sales Order Status (R400502)
        • Process
        • Versions
      • Running the RMA - Update Sales Order Status Program
    • Running the RMA Purge Program
      • Understanding RMA Purge
      • Setting Processing Options for the RMA Purge Program (R400510)
        • Purge
      • Running the RMA Purge Program (R400510)
  • 18 Activating Preferences
    • Understanding Preferences
      • Preference Master and Hierarchy
    • Understanding the Difference Between Basic and Advanced Preferences
      • Basic Preferences
      • How the System Uses Basic Preferences
        • Example: Applying a Basic Preference
      • Advanced Preferences
    • Understanding Preference Types
    • Understanding Custom Preference Types
      • Carrier Preference
      • Customer Currency Preference
      • Customer Freight Preference
      • Delivery Date Preference
        • Example: Applying Dates for Products with the Delivery Date Preference
      • Document Set Preference
        • Example: Document Set Preference
      • End Use Preference
      • Extended Terms Deal Preference
      • Freight Preference
      • Grade and Potency Preference
      • Gross Profit Margin Pricing Preference
      • Inventory Commitment Preference
        • Percent-To-Fill Value and Related System Actions
        • Technical Considerations
        • Transaction Processing
      • Line of Business Preference
      • Mode of Transport Preference
      • Multiple Shipping and Receiving Locations Preference
      • Next Order Status Preference
      • Options and Equipment Preference
      • Order Preparation Days Preference
        • Example: Applying Dates for Products with the Order Preparation Days Preference
      • Payment Terms Preference
      • Payment Terms (Branch) Preference
      • Price Adjustment Schedule Preference
      • Pricing Unit of Measure Preference
      • Pricing Unit of Measure (Branch) Preference
      • Product Allocation Preference
        • Technical Considerations
      • Product Allocation (Branch) Preference
        • Technical Considerations
      • Quality Management Preference
      • Revenue Business Unit Preference
        • Example: Revenue Business Unit Preference
      • Revenue Business Unit Preference (Branch)
        • Example: Revenue Business Unit (Branch) Preference
      • Sales Commission Preference
      • Sales Price Based on Date Preference
      • User Defined Price Code Preference
    • Setting Up Preference Master Information
      • Understanding Preference Master Setup
      • Form Used to Set Up Preference Master Information
      • Setting Up Preference Master Information
    • Arranging the Preference Hierarchy
      • Understanding Arranging the Preference Hierarchy
      • Form Used to Arrange the Preference Hierarchy
      • Arranging the Preference Hierarchy
    • Setting Up Basic Preference Information
      • Understanding Setting Up Basic Preferences
      • Forms Used to Enter Basic Preference Information
    • Setting Up Advanced Preferences
      • Understanding Setting Up Advanced Preferences
        • Advanced Preference Types
        • Advanced Preference Schedules
        • Advanced Preference Details
        • Advanced Preference Processing
      • Forms Used to Set Up Advanced Preferences
      • Setting Up Preference Definitions
      • Setting Up Preference Schedules
      • Setting Up Preference Details
      • Setting Up Preference Detail Values
    • Assigning Customers and Items to Groups
      • Understanding Assigning Customers and Items to Groups
        • Assign a Customer to a Preference Group
      • Prerequisite
      • Forms Used to Assign Customers and Items to a Group
      • Assigning a Customer to a Preference Group
      • Assigning an Item to a Preference Group
    • Activating Preferences
      • Understanding How to Activate Preferences
      • Understanding How to Select Preferences
        • Locating Preferences
      • Prerequisites
      • Setting Processing Options for Preferences Selection (R40400)
        • Process Ctl
        • Process Ctl 2
        • Process Ctl 3
        • Process Ctl 4
      • Running the Preferences Selection Program
  • 19 Appendix A - Delivered Workflow for JD Edwards EnterpriseOne Sales Order Management
    • Delivered Workflow for JD Edwards EnterpriseOne Sales Order Management
      • JDESOENTRY Workflow Process
        • Description
        • Workflow Objects
      • Acknowledgment Workflow
        • Description
        • Workflow Objects
      • Sales Order Change Approval
        • Description
        • Workflow Objects
  • 20 Appendix B - JD Edwards EnterpriseOne Sales Order Management Reports
    • JD Edwards EnterpriseOne Sales Order Management Reports
    • JD Edwards EnterpriseOne Sales Order Management Reports: A to Z
    • JD Edwards EnterpriseOne Sales Order Management: Selected Reports
    • R004203 - Prepayment Transaction Report
    • Processing Options for Prepayment Transaction Report (R004203)
      • Purge
    • R42600 - Sales Ledger Report
    • Processing Options for Sales Ledger Report (R42600)
      • Dates
    • R42611 - Sales Analysis Summary
    • Processing Options for Sales Analysis Summary (R42611)
      • Print
    • R42620 - Open Orders by Customer Reports
    • Processing Options for Open Orders by Customer Reports (R42620)
      • CURRENCY PROC
    • R42632 - Open Orders by Item Reports
    • R42640 - Held Orders Reports
  • 21 Appendix C - Delivered User Defined Objects for Sales Order Management (Release 9.2 Update)
    • Sales Order Management Notifications
  • 22 Appendix D - Enterprise Automation for JD Edwards EnterpriseOne Sales Order Management (Release 9.2 Update)
    • Understanding Enterprise Automation
    • Prerequisites
    • Key Concepts
    • Using Enterprise Automation in Sales Order Management
    • Enterprise Automation for Sales Order Management: Order to Cash Process
      • Setting Processing Options for Order to Cash – Analytic Components (P42102X)
        • Defaults
      • Setting Up Enterprise Automation for Order to Cash Process Page in EnterpriseOne
      • Understanding the Elements of Order to Cash Process Flow
  • 23 Appendix E - Enterprise Automation for Order to Cash Integrated with Warehouse Management (Release 9.2 Update)
    • Understanding Enterprise Automation
    • Prerequisites
    • Key Concepts
    • Enterprise Automation for Order to Cash Warehouse
      • Setting Processing Options for Order to Cash - Analytic Components (P421012X)
      • Accessing the Order to Cash Warehouse Page
      • Understanding the Order to Cash Warehouse Process
      • Metrics
      • Key Performance Indicators (KPIs) for Order to Cash Warehouse
    • Enterprise Automation for Warehouse Picking (Release 9.2 Update)
      • Setting Processing Options for Order to Cash - Warehouse (P46274X)
        • Defaults
      • Accessing the EA Warehouse Picking Page (Release 9.2 Update)
      • Understanding the EA Warehouse Picking Process
      • Metrics
      • Key Performance Indicators(KPIs) for Warehouse Picking
  • 24 Appendix F - Enterprise Process Modeler for Order to Cash (Release 9.2 Update)
    • Enterprise Process Modeler for Order to Cash Overview
    • Prerequisites
    • Enterprise Process Modeler for Order to Cash
    • Creating an Enterprise Process Modeler for Order to Cash
    • Understanding the User Interface for the Process Model
      • Metrics
        • Process Metrics
        • Node Metrics
        • Link Metrics
      • Design Options
      • Data Filtering and Grouping Options
      • Process Model
      • Preview
      • Snapshot
      • Analyzing the Processes Using the Order to Cash Process Model
  • 25 Appendix G - Enterprise Process Modeler for Order to Cash with Warehouse (Release 9.2 Update)
    • Enterprise Process Modeler for Order to Cash with Warehouse Overview
    • Prerequisites
    • Creating an Enterprise Process Model for Order to Cash with Warehouse
    • Creating an Enterprise Process Model for Warehouse Outbound Picking
    • Understanding User Interface for the Process Model in Order to Cash with Warehouse
      • Metrics
        • Process Metrics
        • Node Metrics
        • Link Metrics
      • Design Options
      • Data Filtering and Grouping Options
      • Process Model
      • Preview
      • Snapshot
    • Understanding User Interface for the Process Model in Warehouse Outbound Picking
      • Metrics
        • Process Metrics
        • Node Metrics
      • Design Options
      • Data Filtering and Grouping Options
      • Preview
      • Snapshot
    • Analyzing the Connected Processes Using the Order to Cash with Warehouse Process
      • To Analyze the Order to Cash with Warehouse Process
      • To Analyze the Warehouse Outbound Picking Process
  • 26 Glossary
    • Customer Number and Customer
    • Customer PO (customer purchase order)
    • Cust Price Group, Customer Price Grp, and Customer Group (customer price group)
    • Effective Date, Effective From, and Eff Date From (effective date from)
    • Expiration Date, effective Thru, and Eff Date Thru (effective date through)
    • Item Number
    • Item Price Group, Item Price Grp, and Item Group
    • Last Status
    • Line Type and Ln Ty
    • Location
    • Lot Number
    • Order Company
    • Order Date
    • Payment Instrument
    • Payment Terms, Pymt Terms and Default Payment Terms
    • Quantity Ordered
    • Requested Date
    • Requested Time
    • Revision Number
    • Ship To
    • Sold To
    • Tax Area/Code, Tax Area, and Tax Rate/Area
    • UoM and UM (unit of measure)
    • Unit Price