JD Edwards EnterpriseOne Sales Order Management Reports

Appendix: JD Edwards EnterpriseOne Sales Order Management Reports

This appendix provides an overview of JD Edwards EnterpriseOne Sales Order Management reports and enables you to:

View summary tables of all reports.
View details for selected reports.

JD Edwards EnterpriseOne Sales Order Management Reports

You generate various JD Edwards EnterpriseOne Sales Order Management reports to review order status information about:

Open orders
Held orders
Backorders

You can also access and review several types of sales history information.

JD Edwards EnterpriseOne Sales Order Management Reports: A to Z

This table lists the JD Edwards EnterpriseOne Sales Order Management reports, sorted alphanumerically by report ID.

Report ID and Report Name	Description	Navigation
R004203 Prepayment Transaction Report	Use this report to determine which transactions are at which statuses.	Prepayment Processing (G42131), Prepayment Transaction Report
R42600 Sales Ledger Report	Use this report to analyze sales history.	Sales Order Reports (G42111), Sales Ledger Report
R42611 Sales Analysis Summary	Use this report to review period-to-date and year-to-date sales amounts and sales margin.	Sales Order Reports (G42111), Sales Analysis Summary Reports
R42620 Open Orders by Customer Reports	Use this report to review: Orders that have been picked but not shipped. Orders that have been picked but not billed. Open orders that exceed the customer's requested ship date.	Sales Orders Reports (G42111), Open Orders by Customer Reports
R42632 Print Open Orders by Item Reports	Use this report to review the number of open orders for an item and determine how to fill them using availability information.	Sales Order Reports (G42111), Open Orders by Item Reports
R42640 Held Orders Reports	Use this report to review a list of all sales orders that are on hold for these reasons: Credit Profit margin Partial order hold Price review	Sales Orders Reports (G42111), Held Orders Reports

JD Edwards EnterpriseOne Sales Order Management: Selected Reports

This section provides detailed information, including processing options, for individual reports. The reports are listed alphanumerically by report ID.

R004203 - Prepayment Transaction Report

You can use the Prepayment Transaction Report program (R004203) to determine which transactions are at which statuses. Based on data selection, the report can list prepayments that are authorized but not settled or transactions that are in error.

Processing Options for Prepayment Transaction Report (R004203)

Processing options enable you to specify the default processing for the Prepayment Transaction Report program (R004203).

Purge

This processing option enables you to specify whether the system purges prepayment transactions.

1. Purge Prepayment Transactions

Specify whether the system should or should not purge prepayment transactions. Values are:

Blank: Prepayment transactions are not purged.

1: Purge settled prepayment transactions.

R42600 - Sales Ledger Report

You generate the Sales Ledger Report program (R42600) to analyze sales history Depending on the version of the Sales Ledger Report that you select, you can analyze sales history in these ways:

By order (document) type, such as phone orders, blanket orders, COD orders, and credit orders.
By line type, such as stock sales, non-stock sales, freight, and miscellaneous charges.
By order status, such as shipped, backordered, or canceled.
By customer, salesperson, or order entry person.
By customer payment terms.
By price amounts.

In the order activity rules, you can specify the steps in the process where the system records entries to the S.O. Detail Ledger File table (F42199).

Because the F42199 table can contain multiple records for a single order detail line, you must specify either a next or last status code in the data selection for the Sales Ledger Report. If you do not specify a status code, the report can overstate historical sales information.

The most common reasons why information does not print on this report is:

You did not specify the correct status code in the processing options.
The order has one or more hold codes.
The system did not update the Sales Summary History File (F4229) table when you ran the Update Customer Sales program (R42800).

Verify that the processing options for the R42800 program are set to update records in the F4229 table.

See Updating Customer Sales.

Processing Options for Sales Ledger Report (R42600)

Processing options enable you to specify the default processing for the Sales Ledger Report program (R42600).

Dates

These processing options enable you to specify dates for the report.

From Date	Enter the beginning date range for the report.
Thru Date (through date)	Enter the ending date range for the report.

R42611 - Sales Analysis Summary

You generate the Sales Analysis Summary program (R42611) to review period-to-date and year-to-date sales amounts and sales margin. The Sales Analysis Summary program retrieves information from the Sales Summary History File table (F4229).

The most common reasons why information does not print on this report is:

You did not specify the correct status code in the processing options.
The order has one or more hold codes.
The system did not update the F4229 table when you ran the Update Customer Sales program (R42800).

Verify that the processing options for the R42800 program are set to update records in the F4229 table.

See Updating Customer Sales.

Processing Options for Sales Analysis Summary (R42611)

Processing options enable you to specify the default processing for the Sales Analysis Summary program (R42611).

These processing options enable you to specify the requested period for the report.

Enter requested period start date	Enter the starting date (in the range of SPC expiration dates) that the system uses to build the workfile for review. Enter this date in MM/DD/YY format.
Enter requested period end date	Enter the ending date (in the range of SPC expiration dates) that the system uses to build the workfile for review. Enter this date in MM/DD/YY format.

R42620 - Open Orders by Customer Reports

You print the Open Orders by Customer Reports program (R42620) to review:

Orders that have been picked but not shipped.
Orders that have been picked but not billed.
Open orders that exceed the customer's requested ship date.

You can generate different versions of this report to review:

Open orders and their total amount.
Open orders beyond a specific date.
Open orders for a specific document type or line type.

This report includes backordered items if you have set a processing option in sales order entry to create a backorder when inventory is not available. You must release backorders into the order process before generating this report to reflect accurate backorder and open order information.

If you use JD Edwards EnterpriseOne Demand Scheduling Execution from Oracle, the report displays the Scheduled Pick Time (PDTT) in the Date/Time column.

Processing Options for Open Orders by Customer Reports (R42620)

Processing options enable you to specify the default processing for the Open Orders by Customer Report (R42620).

CURRENCY PROC

This processing options enables you to specify the currency that the system prints on the report.

Currency Print Option

Specify the currency in which to print amounts. Values are:

1: Print amounts in foreign currency.

2: Print amounts in both foreign and domestic currency.

If you leave this processing option blank, the system prints only domestic currency amounts.

R42632 - Open Orders by Item Reports

You generate the Print Open Sales Orders by Item program (R42632) to review the number of open orders for an item and determine how to fill them using availability information.

This report prints the detail line items within each of the sales orders and sorts the information by item number. It prints the on-hand quantities for each item within a warehouse location.

If you use JD Edwards EnterpriseOne Demand Scheduling Execution, the report displays the Scheduled Pick Time (PDTT) in the Date/Time column.

Verify that all necessary backorders have been released for processing.

R42640 - Held Orders Reports

Use this report to review a list of all sales orders that are on hold for these reasons:

Credit
Profit margin
Partial order hold
Price review