Working with Orders

This discusses how to:

Manage orders.
Manage recurring orders.
Create sales orders by releasing a blanket order.

Managing Orders

This section provides an overview of how to manage orders, lists prerequisites, and discusses how to set processing options for Self Service - Sales Order Inquiry (P4210SS).

Understanding Order Management

To place an order in a standard operating environment, the customers are usually assisted by personnel who are familiar with the system as well as with the process requirements. When you create a sales environment on the web, you must enable the customers to select items from the inventory and create sales orders based on their selection.

When the customers enter orders using Customer Self Service, the system generates orders based on the customer information that is identified during login and the products that the customers select to add to an order. At any time, the customers can cancel the order or place the order. The system does not create the order until the order is accepted. If Customer Self Service is unexpectedly disconnected, the system holds the customer's order until the customer accesses self service again. The system prompts the customer to review and continue processing the interrupted order, or delete it.

When the customers enter sales orders on the web, they can move freely between the menu applications. The system generates an order based on the customer information that is identified during login and the products that you select to add to an order.

As the customers add items to their sales orders, they can review and total the order and apply the appropriate taxes. Additionally, the customers can specify an alternate carrier or edit order information by accessing the appropriate options on the Row and Form menus. Customers can cancel the order or place the order. The system does not create the order until they accept the order.

Customers can also use self service to review information for orders, including ship-to addresses, shipments, online invoices, and accounts. The customer might receive an alert or a message that prompts the customer to review the information, or the customer might want to review order information from the supplier's system. The customer can review and modify limited order information, such as quantity requested, requested date, and description.

The system uses the primary unit of measure from the Item Master. The system displays the unit price in the currency that is identified for the customer in the Address Book program (P01012). The system retrieves item information, such as line type, from the F4102 or F4101 table.

Each application provides an option to add items to a user's order. If they do not know the item number, the customers can click the visual assist to access the Search by Keyword form to find it.

Since order entry, inquiry, and acceptance are part of Sales Order Entry program (P4210), set these processing options for creating Customer Self Service sales orders:

You must activate Customer Self Service.
You can activate the option Display before Accept so that the customers can review order totals, including taxes, before the system creates records in the F4201 and F4211 tables.

Important! Do not use online commitments in the version of the Sales Order Entry program (P4210) used for Customer Self Service. Activate the Store and Forward processing option for either Full or Partial Edit.

The enterprise (the company that uses JD Edwards EnterpriseOne software) is responsible for setting the processing options for the Self Service - Sales Order Inquiry program (P4210SS). The processing options control:

The default sort options for sales orders.
The format of the information.

For example, the enterprise might specify that header information be followed by detail information.
The types of sales orders that customers can review.
The versions that the Self Service - Sales Order Inquiry program uses.

Prerequisites

Since order entry, inquiry, and acceptance are part of the Sales Order Entry program (P4210), set these processing options for version ZJDE0010 to create orders on the web:

You must activate the Customer Self-Service Functionality option on the Process tab.
You can activate the Display before Accept Prompt option on the Process tab so that the customers can review order totals, including taxes, before the system creates records in the F4201 and F4211 tables.

Forms Used to Manage Orders

Form Name	FormID	Navigation	Usage
View Order Detail	W4210SSE	From the Tasks portlet, select Manage Orders and then complete the advanced search information.	Review the sales order numbers and corresponding detail lines. Note. If you set the processing option to display order header information, the View Order Header form appears before the View Order Detail form.
View Order Detail	W4210SSB	On the View Order Detail form, click the sales order number.	Review the information on the Order tab and Ship To Address tab.
View Item Detail	W4210SSC	On the View Order Detail form, click the line number.	Review the information in the Item, Price, Quantity, and Dates sections.
View Accounts Payable	W03B2003A	On the View Order Detail form, click Account Info. for the appropriate detail line.	Review the amount that is due for a sales order.
View Sales Order Invoices	W42230A	On the View Order Detail form, click On-line Invoice.	Review real-time estimated invoice amounts for a sales order.
View Invoice Tax Information by Authority	W42235A	On the View Sales Order Invoices form, click Tax Summary in the detail area.	Review tax information for a sales order.
View Invoice Discount Summary	W42240A	On the View Sales Order Invoices form, click Discount Summary.	Review discount information for a sales order.

Setting Processing Options for Self Service - Sales Order Inquiry (P4210SS)

Processing options enable you to specify the default processing for programs and reports.

Defaults

These processing options specify the default filter and sort options.

1. Order Filter Option	Specify the default filter option on the Advanced Search form. Enter a value from UDC 42B/FO.
2. Header Sort Option	Specify the default sort option on the View Order Header form. Enter a value from UDC 42B/HS.
3. Detail Sort Option	Specify the default sort option on the View Order Detail form. Enter a value from UDC 42B/DS.

Display

These processing options specify the types of information that the system displays.

1. Display Header or Detail

Specify whether the system displays the View Order Header form or the View Order Detail form when you inquire on orders. Values are:

Blank: Displays the search results on the View Order Detail form. The system searches the F4211 table; only detail search criteria are available on the Advanced Search form.

1: Displays the search results on the View Order Header form. The system searches the F4201 table; only header search criteria are available on the Advanced Search form.

2. Customer Item X-Reference

Specify the code that the system uses to search and display cross-reference information using a customer's item number. Cross-references associate internal item numbers with customer item numbers. You set up items in the F4104 table and create the cross-reference information in the Item Cross Reference program (P4104). If you leave this processing option blank, the system does not display cross-reference information. Enter a value from UDC 41/DT.

3. Type Code

Specify the type code of the who's who attention name that appears in the mailing address; enter a value from UDC 01/WO. If you leave this processing option blank, the system does not include the attention name line in the mailing address.

Process

These processing options specify which order types the system processes.

1. Sales Order Types (Required)

Specify the order types that appear; enter a value from UDC 00/DT. You must enter at least one code. You can enter multiple codes; to do so, enter them without punctuation or spaces.

2. Include / Exclude (Future)

Future use.

Include or exclude the defined sales order types. Values are:

Blank: The system selects records for which the order types are equal to the sales order types.

1: Selects records for which the order types are not equal to the sales order types.

3. Blanket Order Type

Specify the type of document for blanket sales orders; enter a value from UDC 00/DT.

Versions

These processing options specify the versions of programs that the system uses.

1. Self-Service - Shipment Tracking (P4947S)	Specify the version of the Self-Service - Shipment Tracking program (P4947S) that the system uses to display shipment information. If you leave this processing option blank, the system uses the ZJDE0001 version.
2. Self-Service - Customer Account Information Inquiry (P03B2003)	Specify the version of the Self-Service - Customer Account Inquiry program (P03B2003) that the system uses to display account information. If you leave this processing option blank, the system uses the ZJDE0001 version.
3. Self-Service - On-line Invoice (P42230)	Specify the version of the Online Invoice Inquiry program (P42230) that the system uses to display billing information. If you leave this processing option blank, the system uses ZJDE0001.
4. Self-Service - Sales Order Entry (P4210) - (Future use)	Specify the version of the Sales Order Entry program (P4210) that the system uses to retrieve customer self service processing information. If you leave this processing option blank, the system uses the ZJDE0001 version.

Managing Recurring Orders

This section provides an overview of recurring orders, lists prerequisites, and lists the forms used to manage recurring orders.

Understanding Recurring Orders

Recurring orders are templates that you use to enter information for orders that are always the same; creating recurring orders saves time. You can automatically generate an order weekly, monthly, or yearly.

You also can search for existing recurring orders and modify the recurring orders. For example, you can change sold to and ship to information, quantities, and unit prices.

Prerequisite

Before you can use recurring orders, you must set up the processing options for the Recurring Orders program (P4004Z).

See Processing Recurring Sales Orders.

Forms Used to Manage Recurring Orders

Form Name	FormID	Navigation	Usage
Manage Recurring Orders	W4004ZB	From the Tasks portlet, select Manage Recurring Orders.	Ensure that the enterprise has activated the processing option for Customer Self Service functionality in the Recurring Orders program (P4004Z). Review the information in the detail area for each order number and select the order for which you want to manage information.
Edit Recurring Order	W4004ZA	On the Manage Recurring Order form, click Edit Order.	Modify the information in the header area and detail area and click Save Order. Note. You can also delete a line on the order or delete the entire order.

Form Name

FormID

Navigation

Usage

Manage Recurring Orders

W4004ZB

From the Tasks portlet, select Manage Recurring Orders.

Ensure that the enterprise has activated the processing option for Customer Self Service functionality in the Recurring Orders program (P4004Z).

Review the information in the detail area for each order number and select the order for which you want to manage information.

Edit Recurring Order

W4004ZA

On the Manage Recurring Order form, click Edit Order.

Modify the information in the header area and detail area and click Save Order.

Note. You can also delete a line on the order or delete the entire order.

Creating Sales Orders by Releasing a Blanket Order

This section provides an overview of blanket orders and lists the prerequisite and forms used to release blanket orders.

Understanding Blanket Orders

You can create sales orders for customers with blanket orders. You use the Sales Blanket Order Release program (P420111) to manually deduct item quantities from a blanket order. The system creates a sales order for the quantity that you specify.

The system consolidates order lines based on sold to, branch/plant, and currency code information. The order numbers that a user enters can be consolidated in the same way as the system-generated sales orders. For example, if you select multiple records to release and enter a new order number for the first record only, the system consolidates the orders.

If you are using the Customer Relationship Management's (CRM) Customer Self Service version of the Sales Blanket Order Release program, you can partially release quantities from multiple blanket orders and from multiple lines on blanket orders provided that you have set the appropriate processing options. When the system creates the sales orders, you can review each sales order number that results. You can also cancel a single line that has been released (as opposed to having to cancel all of the lines that have been released).

Prerequisite

Before you can use customer self service to release blanket orders, you must set up the processing options for the Sales Blanket Order Release program.

See Entering Blanket Orders.

Forms Used to Release Blanket Orders

Form Name	FormID	Navigation	Usage
Search and Release Blanket Orders	W420111B	From the Tasks portlet, select Release Blanket Orders.	Select the blanket order for which you want to release full or partial quantities.
Specify Release Details	W420111C	On the Search and Release Blanket Orders form, select the blanket order and click Specify Release Details.	Enter a new quantity in the Quantity to Release field. The system automatically populates the Quantity to Release field with a value of 1. If you do not want to release any quantity, enter 0. Review and change the value in the Request Date field, if necessary, and then click Release to Sales Order to generate sales orders. Click Cancel to release no quantities. The system creates one or more sales orders based on the quantities that you have chosen to release.
Released Sales Order Confirmation	W420111D	On the Specify Release Details form, click Release to Sales Order.	Review the sales order numbers that the system created for the quantities that you released.