This chapter contains the following topics:
Section 1.1, "JD Edwards EnterpriseOne Agreement Management Overview"
Section 1.2, "JD Edwards EnterpriseOne Agreement Management Integrations"
Section 1.3, "JD Edwards EnterpriseOne Agreement Management Implementation"
Agreements are established between partners to move inventory between the partners' locations or to the partners' customers. You enter into agreements with business partners to save money and time, provide better service to your customers, and save on capital expenses. The JD Edwards EnterpriseOne Agreement Management system complements and enhances your day-to-day contract negotiations by providing a comprehensive documenting and monitoring system.
The purpose of the JD Edwards EnterpriseOne Agreement Management system is to record all transactions, monitor volume or amount balances, and determine whether you and your business partners are in compliance with the contract terms. With Agreement Management, you can establish agreements easily, enter orders against them immediately, and maintain volume or amount monitoring.
Agreement Management integrates with these JD Edwards EnterpriseOne systems:
Advanced Pricing.
Sales Order Management.
Procurement.
Bulk Stock Management.
The JD Edwards EnterpriseOne Agreement Management system works with other JD Edwards EnterpriseOne systems to ensure that all information is fully integrated into manufacturing processes. The JD Edwards EnterpriseOne Agreement Management system enables you to create and monitor the status of many types of distribution agreements. This system integrates with other systems to enable you to:
Enter transactions to move inventory to fulfill contracts.
Create unique pricing structures for transactions that are used to fulfill the terms of contracts.
Create penalty schedules to apply if your business partner does not meet the terms of the contract.
This table illustrates how Agreement Management integrates with other systems:
| Function | System |
|---|---|
| Create contracts and define terms. | JD Edwards Agreement Management (system 38) |
| Set up and apply pricing and penalty schedules for one or more partners and contracts. | JD Edwards Advanced Price and Adjustments (system 42) |
| Ship product to your partner. | JD Edwards Sales Order Management (system 42) |
| Receive product from your partner. | JD Edwards Procurement (system 43) |
| Exchange product. | Oracle's JD Edwards Bulk Stock Management (system 41) |
| Monitor status, print statements, and adjust balances. | JD Edwards Agreement Management (system 38) |
We discuss integration considerations in the implementation chapters in this implementation guide,
This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne Agreement Management system.
In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide, with information about where to find the most current version of each.
See "Preface" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.
This table lists the suggested global implementation steps for JD Edwards EnterpriseOne Agreement Management:
Set up global user-defined codes.
See "Working with User Defined Codes" in the JD Edwards EnterpriseOne Tools System Administration Guide.
Set up companies, fiscal date patterns, and business units.
Set up next numbers.
Set up accounts and the chart of accounts.
Set up the General Accounting constants.
Set up multicurrency processing, including currency codes and exchange rates.
Set up ledger type rules.
Enter address book records.
Set up inventory information such as branch/plant constants, default locations and printers, manufacturing and distribution AAIs, and document types.
This table lists the implementation steps for the JD Edwards EnterpriseOne Agreement Management system.
Set up integration with other systems,
Set up agreement selection or assignment, confirm shipments, and confirm loads for agreements.
Set up user-defined codes and AAIs.