6 Entering Orders for Configured Items

This chapter contains the following topics:

6.1 Understanding Configured Item Order Entry

After you set up the segments, cross-segment editing rules, assembly inclusion rules, configured tables, media object attachments, and Configured Item Revisions program (P3210), the JD Edwards EnterpriseOne Configurator system is ready to process orders for the configured item. Orders for configured items can be created in Sales Order Entry (P4210), Purchase Orders (P4310), Manufacturing Work Order Processing (P48013), and in the JD Edwards EnterpriseOne Engineer to Order system.

The JD Edwards EnterpriseOne Sales Order Management system supports these types of order processing for configured items:

  • Sales orders

  • Sales quotes

  • Credit orders

  • Direct ship orders

  • Transfer orders

  • Interbranch orders

  • Purchase orders

  • Combination orders

You can also create sales proposals within the Sales Order Entry program. Sales proposals contain information such as sales configuration, quotation, company's financial highlights, product information, pricing and discount information, and product availability. You can use an automated document-generation system to gather the various pieces of information—such as sales, accounting, marketing, and inventory—from different departments.

Note:

The JD Edwards EnterpriseOne Configurator system supports most preference profiles. However, it does not support preference profiles for multibranch commitments.

The JD Edwards EnterpriseOne Procurement system supports regular purchase orders for configured items. It supports purchase orders for configured items that are created at the time of sale-order entry for direct ship and transfer orders. It also supports purchase orders for components of configured items.

The JD Edwards EnterpriseOne Work Order Management system supports entering work orders for configured items directly through the work order entry process.

The JD Edwards EnterpriseOne Engineer to Order system supports purchase orders and work orders for configured items. The Project Workbench (P31P001) provides access to the Manufacturing Work Order Processing (P48013) and Purchase Orders (P4310) programs.

Note:

To support the successful creation and completion of the various order types, you must ensure that the configured item is set up appropriately in each branch/plant.

This diagram illustrates the entry points for configured item orders:

Figure 6-1 Entry points for configured item orders

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Description of ''Figure 6-1 Entry points for configured item orders''

6.1.1 Order Modification for Configured Items

The extensive functionality and flexibility in the software makes change management an important consideration during system setup and the definition of business processes. The system supports linking multiple order types for configured items, and although system controls do exist in some areas (such as status codes), you need to know that the majority of order change management must be managed through business processes and, possibly, manual intervention.

Important:

It is strongly recommended that all changes to configured item orders be done through the JD Edwards EnterpriseOne Configurator system to ensure accurate changes to related orders. The system does not limit the ability to perform manual adjustments to orders through other systems such as JD Edwards EnterpriseOne Sales Order Management, JD Edwards EnterpriseOne Procurement, and JD Edwards EnterpriseOne Work Order Management. However, manual changes performed outside the JD Edwards EnterpriseOne Configurator system will not synchronize with the configuration and other related orders in the JD Edwards EnterpriseOne system.

6.2 Understanding Configured Item Sales Orders

You enter a sales order when the customer calls and requests a configured item. You enter the sales order and configure the item according to customer specifications.

This diagram illustrates the sales order process:

Figure 6-2 Configured sales order

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Description of ''Figure 6-2 Configured sales order''

For a configured item with a work order line type, the system creates the corresponding work orders. Then you build and ship the item to the customer.

This diagram illustrates the sales order with work order process:

Figure 6-3 Configured sales order with work order

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Description of ''Figure 6-3 Configured sales order with work order''

This table lists technical considerations for configured item sales orders:

Function Consideration
Multicurrency The system applies pricing (X) rules to foreign-currency sales orders. The system processes price adjustments as a base currency amount and converts the amount to a different currency amount, if necessary.

During setup, you must define the pricing (X) rule in domestic currency. During sales order entry, the system converts the domestic price to the foreign currency.

Line item discounting The system supports line item discounting for configured items at sales order entry.
Availability checking The system does not support availability checking of configured components.
Commitments The system supports sales order commitments for work-order line types for all items.

The Sales Order Entry program (P4210) commits component parts to the sales order at order entry time. The commitments move to the parts list when Order Processing (R31410) is run. Thus, work order generation does not need to run immediately upon order entry to get the commitments.

The Order Processing program commits component parts that are related to the configured parent.

Substitutes/cross reference Substitutes are not set up for configured items because no standard bill of material exists.

The cross-reference functionality can be set up and used. You use it when you enter sales orders.

Additional order processing For configured items, the JD Edwards EnterpriseOne Sales Order Management system does not support back orders.

6.2.1 Setup Considerations for Configured Item Sales Orders

To correctly process the sales order for the configured item, you must set the Work Order Line Type processing option in the Sales Order Entry program (P4210) in order to create work orders. Alternatively, you can define the W line type in the branch/plant record for each configured item. If you leave the processing option blank, the system supplies the line type from the branch/plant.

Setting the line type to W enables you to generate the corresponding work order headers for the configured item after acceptance of the sales order. Thus, the configured item can be properly manufactured and shipped to the customer.

6.3 Understanding Configured Item Direct Ship Orders

A direct ship order is the sale of an item that you purchase from a supplier, who then sends the item directly to the customer.

When you enter a direct ship order, the system simultaneously creates a purchase order for the supplier. The purchase order specifies that you want the supplier to ship the item directly to the customer.

During order entry, the system verifies the item number, but it does not update quantities or check availability.

For configured items, the system supports direct ship orders for parent configured item, as well as components of the parent configured item.

In a direct ship order for a parent configured item, the sales order is used to configure the item and, later, to invoice the customer. The purchase order is sent to the supplier, who builds the parent configured item and ships it to the customer.

In a direct ship order for the sale of a configured item and direct shipment of a component, the sales order is used to configure the item, build it, and ship it to the customer. The purchase order is sent to the supplier who builds the component of the configured item and ships it to the customer.

The component of the parent configured item could be a purchased item, a manufactured item, or a configured item. (Release 9.1 Update)

For direct ship component items, define the supplier in the Supplier Number field for the P type rule on the Assembly Inclusion Edit Group Revisions form with the appropriate information for the component item. When you define a direct ship transaction type, if a supplier number exists in the Item/Branch Plant Info form, then the system uses that number as the default value in the assembly inclusion rules. (Release 9.1 Update) You can also use the table conversion program for the Assembly Inclusions Rules table (F3293) to load the supplier number from the Item/Branch Plant Info form to existing P rule records for the direct ship transaction type.

This diagram illustrates the direct ship process:

Figure 6-4 Configured direct ship order

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Description of ''Figure 6-4 Configured direct ship order''

6.3.1 Order Revisions for Configured Item Direct Ship Orders (Release 9.1 Update)

If a customer calls and needs to add or change information on an order, you can revise the order for a configured item. The system calls the Configured Item Revisions program (P3210) to enable changes to the configured item when you make any of the following changes in the Sales Order Entry program (P4210):

  • Quantity ordered

  • Unit of measure (UOM)

  • Requested date

  • Schedule pick date

    If you change the scheduled pick date and the work order quantity completed is zero or no work order exists, then the system calls the Configured Item Revisions program.

  • Promised delivery date

    The promised delivery date works like the scheduled pick date and the Configured Item Revisions program is called under the same conditions as the scheduled pick date. The promised delivery and scheduled pick dates affect pricing and costing of the configured item.

  • Ship to number

  • Pricing UOM

The system triggers the Configured Item Revisions program for the configured parent item only. If a lot number exists for the configured item, then the system does not call Configured Item Revisions.

Active components in the item configuration depend on the P rule, so changing a segment value does not always result in a new direct ship purchase order.

When you revise a configured item sales order that does not include a configuration change, the system updates the original direct ship purchase order (OD). The updates to the Purchase Order Detail table (F4311) depend on which trigger value is changed on the sales order.

When you revise a configured item sales order that results in an item configuration change that does not include a new component, then the system updates the original direct ship purchase order.

Note:

A new component in a configured item may be a different component or a new instance of the same component.

The system retains the original direct ship purchase order when the instance of a component is retained in the configuration.

The purchase order (OD) created for a direct ship component (purchased, manufactured, or configured) is not canceled unless a change is made to the configuration that results in a change to the instance of a component on the purchase order. Thus, the original purchase order on a direct ship component is only canceled when the original component is no longer active.

When you revise a configured item sales order that changes the configuration of the item to include a new component, the system cancels the original direct ship purchase order and creates a new direct ship purchase order.

6.3.2 Setup Considerations for Configured Item Direct Ship Orders

To successfully process a direct ship order for a parent configured item or a component of the parent configured item, you must set up the items appropriately.

You can define the line type and supplier number for the item in the Item Branch/Plant record. (Release 9.1 Update)

For any components of the configured item that will generate a direct ship order type, the Trans Type field must be set to 1 in the Assembly Inclusion Rules program (P3293). (Release 9.1 Update)

A direct ship component may be defined on either conditional or unconditional assembly inclusion rules. (Release 9.1 Update)

Additionally, the line type selected must be defined in the Line Type Constants program (P40205) with the Inv. Interface field set to D (direct ship item) to indicate that the inventory item does not affect availability or quantities. The line type defined in the P rule overrides the line type from the Item Branch/Plant record. (Release 9.1 Update)

The Write Attached Detail Line field (WADL) must be set to a value of 1. The system automatically defines the Write Attached Detail Line field with a default value of 1 and does not allow you to change the value to 0 (zero). (Release 9.1 Update)

You must also set the Supplier Number field for the P type rule with the appropriate information for the component item. If the supplier number is not indicated in the P rule, then the system pulls the supplier from the Supplier Number field in the Item Branch/Plant record. You can manually enter a supplier that is different from the default value. If no supplier exists in the Item Branch/Plant record, then the system returns an error. You must have a supplier number on the Item/Branch - you cannot just enter a supplier number on the assembly inclusion rule. (Release 9.1 Update)

Create a version of the Sales Order Entry program (P4210) for direct ship order entry and set the processing options appropriately. Set the processing options for the version of the Purchase Orders program (P4310) that will be used with sales order entry to generate the direct ship orders.

6.4 Understanding Configured Item Transfer Orders

A transfer order ships inventory between branch/plants within the company. When you enter a transfer order, the system creates supporting purchase orders and sales orders that are used to maintain accurate inventory.

You can transfer configured items between branches using a Transfer Order Entry version of Sales Order Entry (P4210) to create transfer orders for configured items.

When you enter an order for a configured item directly through Transfer Order Entry, everything on the order is transferred. Thus, the complete parent configured item is transferred.

In the transfer order scenario, Branch A has requirements for a configured item that is in Branch B. This configured item consists of the parent and all components. Transfer order entry is used to configure the item on a purchase order. A corresponding sales order for the configured item is sent to Branch B. The configured item is shipped from Branch B to Branch A, where it is received and stocked in inventory.

This diagram illustrates the transfer order process:

Figure 6-5 Configured transfer order

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Description of ''Figure 6-5 Configured transfer order''

In some instances, Branch B might have to build the configured item before it can be shipped to Branch A.

This diagram illustrates the step of generating work orders to manufacture the configured item before it is shipped to Branch A:

Figure 6-6 Configured transfer order with work order

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Description of ''Figure 6-6 Configured transfer order with work order''

The system also supports transfer orders for components of the parent configured item. The component of the parent configured item could be a standard manufactured component, subassembly, or configured subassembly. Although the setup requirements vary, the functionality is the same.

Note:

Transfer orders are processed in the same way as a normal sales order, including the processing of P and X assembly inclusion rules.

6.4.1 Setup Considerations for Configured Item Transfer Orders

To successfully process transfer orders for a parent configured item, you must set up the items appropriately and verify the branch/plant setting.

Create a version of the Sales Order Entry program (P4210) for transfer order entry and set the processing options appropriately. Set the processing options for the version of Purchase Orders (P4310) that will be used with sales order entry to generate the transfer orders.

Note:

The Cost or Base Price Markup processing option on the Process tab is supported for configured items.

To create transfer orders for a component of the parent configured item, use the stock line type, usually S, on the order for the parent configured item. This action drives transfers for the components of the configured item.

For any components of the configured item that generate a transfer order, you set the Trans Type field to 2 in the Assembly Inclusion Rules program (P3293). Also, verify that the component branch is set up for the components. You define the desired branch/plant in the Component Branch field.

When setting the processing options for the Configured Item Revisions program (P3210), identify a version of Sales Order Entry (P4210) to use to create orders for the components that require transfer orders.

6.5 Understanding Configured Item Interbranch Orders

Interbranch orders enable you to ship an item directly to the customer from another branch of the company. You can do interbranch orders for configured items.

The sale and interbranch that takes place between Branches A and B could be for the parent configured item or a component of the parent configured item. The component of the parent configured item could be a standard manufactured component, subassembly, or configured subassembly.

In the case of a sale and interbranch of a parent configured item, Branch A uses Sales Order Entry (P4210) to order and configure the item, based on customer request. However, Branch B supplies the parent configured item. Thus, when the order for the configured item is entered, the detail Branch becomes Branch B by default. Branch B then ships the item to the customer.

In the case of a sale involving an interbranch of a component of a parent configured item, Branch A uses Sales Order Entry to configure and order the parent configured item. The parent configured item is built in Branch A; however, a component is supplied by Branch B. The component item is shipped separately from the parent item. Thus, Branch A ships the parent item to the customer, and Branch B ships the component item to the customer.

This diagram illustrates the interbranch order process:

Figure 6-7 Configured interbranch order

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Description of ''Figure 6-7 Configured interbranch order''

In some instances, Branch B might have to build the parent configured item or component of the configured item before it can be shipped to the customer.

This graphic illustrates the step of generating work orders to manufacture the item before it is shipped to the customer:

Figure 6-8 Configured interbranch order with work order

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Description of ''Figure 6-8 Configured interbranch order with work order''

6.5.1 Setup Considerations for Configured Item Interbranch Orders

You can create interbranch orders for configured items. To successfully process interbranch orders for a parent configured item or a component of the parent configured item, you must set up the items appropriately.

Verify the branch/plant setting of the configured item in the Configured Item Segments program (P3291).

For any components of the configured item that will generate an interbranch order, you set the Trans Type field in Assembly Inclusion Rules (P3293). Also, verify that the component branch is set up for the components.

Set the processing options for Sales Order Entry (P4210) and the Transfer Order Entry version of Sales Order Entry.

Note:

The Cost or Base Price Markup processing option on the Process tab is supported for configured items.

For configured-item interbranch orders, no additional orders are created at order entry time. The JD Edwards EnterpriseOne Configurator follows the processing option for the running version of Sales Order Entry for the cost or base price markup.

6.6 Understanding Configured Item Combination Orders

The system enables you to use various order types with one another to create a combination of orders for configured items. You set the component transaction type in assembly inclusion rules for components of the parent configured item. Although many combinations of orders can exist, examples of sales and transfer orders are outlined in the diagrams in this section.

The sale and transfer that takes place between branches A and B could be for the parent configured item or a component of the parent configured item. The component of the parent configured item could be a standard manufactured component, subassembly, or a configured subassembly.

In the case of the sale and transfer of a component of a parent configured item, Branch A uses Sales Order Entry to configure and order the parent configured item. The parent configured item is built in Branch A; however, a component is supplied by Branch B. The purchase order is sent to Branch B. Branch B uses the accompanying sales order to pick the configured item and ship it to Branch A. Branch A receives the item, issues the item, and completes the build of the parent configured item. Branch A then ships the complete parent configured item to the customer, using the original sales order that was created in Sales Order Entry.

Note:

The version of Sales Order Entry that you use must reference the correct version of the Configured Item Revisions program (P3210) in order to call the correct Transfer Order Entry version of Sales Order Entry (P4210).

This diagram illustrates the combination order process:

Figure 6-9 Configured combination order

Description of Figure 6-9 follows
Description of ''Figure 6-9 Configured combination order''

In some instances, Branch B might have to build the item before it can be shipped to Branch A.

This diagram illustrates the step of generating work orders to manufacture the item before it is shipped to Branch A:

Figure 6-10 Configured combination order with work order

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Description of ''Figure 6-10 Configured combination order with work order''

6.6.1 Setup Considerations for Configured Item Combination Orders

To successfully process combination orders for a parent configured item or components of the parent configured item, you must set up the items appropriately and also verify the branch/plant setting.

For any components of the configured item that will generate an order, you set the Trans Type field in the Assembly Inclusion Rules program (P3293). Also, verify that the component branch is set up for the components.

Create the required versions of Sales Order Entry (P4210) and Purchase Order Entry (P4310). Set the processing options appropriately.

When setting the processing options for the Configured Item Revisions program (P3210), identify a Transfer Order Entry version of Sales Order Entry that can be used to create orders for the components that require transfer orders.

6.7 Understanding Configured Item Purchase Orders

You enter a purchase order for a configured item when you must send configured item specifications to suppliers.

You can access the Purchase Orders program (P4310) from a menu or the Project Workbench (P31P001) in the JD Edwards EnterpriseOne ETO system. The input of a purchase order for a configured item is similar to the input of a sales order.

Purchase orders can be set to display the Order Header or Order Detail form. After the header information is entered, the configured item is entered in the detail section. When the configured segments are answered and validated through the Configured Item Revisions program (P3210), the Purchase Order Entry form is returned.

A stock line type, usually S, is used on the purchase order.

Purchase orders for configured items differ from sales orders in that purchase orders do not have components in the configuration that generate purchase order detail lines. The purchase order has a single line containing the parent configured item only. The purchase order could be for a configured subassembly of the parent configured item.

X assembly inclusion rules are processed for a configured purchase order, but all costs are rolled into the cost of the parent configured item.

No automatic inventory search is performed even if the Configurator constants are set to perform the search.

For configured purchase orders, the Add Item and Add Price/Cost tabs on the Edit Item/Price/Cost form are not accessible.

A media object is attached to the line of the purchase order. The media object contains the generic configured text as set up in the Configured Item Segments program (P3291). This attachment is used to communicate the configuration to the supplier.

See Understanding Media Object Attachments for Configured Items.

The Configurator Costing Method field in the Item Master is used by the purchase order to cost the configured item on the order. Additionally, JD Edwards EnterpriseOne Advanced Pricing can be used to price the configured item. However, no general ledger entries are created.

As an example, suppose that Branch A needs to stock a configured item. Purchase Order Entry is used to order and configure the item. The purchase order is sent to the supplier, who then ships the configured item to Branch A. Branch A receives the configured item into inventory.

This diagram illustrates the purchase order process:

Figure 6-11 Configured purchase order

Description of Figure 6-11 follows
Description of ''Figure 6-11 Configured purchase order''

Purchase orders are also created at the time of sales order entry for transfer, direct ship, and combination orders for configured items.

When you enter purchase receipts, the configuration ID and lot number are linked to the purchase order. You can receive the configured item to stock or to a sales order.

6.7.1 Setup Considerations for Configured Item Purchase Orders

To correctly process the purchase order for the configured item, you must set the Line Type processing option for a stock line type in the Purchase Orders program (P4310). Alternatively, you can define the S line type in the branch/plant record for each configured item. If you leave the processing option blank, the system supplies the line type from the branch/plant.

You must also set the processing option to call the correct version of the Configured Item Revisions program (P3210).

In the Item Master, you can set the Configurator Costing Method field to facilitate costing the configured item on a purchase order. Additionally, you can use JD Edwards EnterpriseOne Advanced Pricing to price the configured item. However, no general ledger entries are created.

6.8 Understanding Purchase Orders for Components of a Configured Item

You can generate a purchase order for a component when an order is entered for the parent configured item. The purchased components are used in work orders to build the configured item or shipped with the configured item on a sales order. The system supports creating, editing, and canceling purchase orders for components of configured items.

You set the Trans Type and Supplier Number fields for the P type rule on the Assembly Inclusion Edit Group Revisions form with the appropriate information for the component item. You set the Trans Type field to a value of 4 to generate a purchase order for a component of a configured item.

You can use the following order types to generate a purchase order for a component of a configured item:

  • Sales order.

  • Work order.

  • Transfer order.

  • Transfer order via a work order.

  • Interbranch order.

  • Blanket order.

    For this order type, you enter a configured item order using blanket order entry. When you release the blanket order, generating a sales order, a component of that configuration generates a purchase order.

    Note:

    Components of a configured item do not generate a blanket purchase order.
  • Quote release.

    For this order type, you enter a configured item quote using sales quote entry. When you release the quote, generating a sales order, a component of that configuration generates a purchase order.

  • Purchase order for a non-stock item.

Note:

The JD Edwards EnterpriseOne Configurator system does not support generating a purchase order for a component of a configured item that has a stocking type of 0 (phantom). The system also does not support generating a purchase order for any component with a line type that is set to generate a purchase order or work order. The system generates a purchase order for a component for line types with an inventory interface of Y only.

During order entry, the system generates a purchase order for a component with a transaction type of 4 (purchase order). You specify the version of Purchase Order Entry (P4310) the system uses to generate the purchase order for the component.

The JD Edwards EnterpriseOne Configurator system creates a new purchase order for the component and inserts the item number in the Purchase Order Header (F4301) and Purchase Order Detail File (F4311) tables. The purchase order document numbers are stored in the Configurator Master table (F3201) as related orders. The F4311 and Purchase Order Generator File (F4311Z) tables store a value in the Created By Configurator Flag field to indicate that the purchase order has a related configured order.

When you accept an order, a media object is attached to the line of the purchase order. The media object contains the generic configured text as set up in the Configured Item Segments program (P3291). This attachment is sent to the supplier to communicate the configuration specific information.

See Understanding Media Object Attachments for Configured Items.

You use the PO Receipts program (P4312) to receive the component into inventory, update the commitments on the related order to indicate the location of the inventory receipt, or commit and auto-issue to the parts list line of a configured work order. The JD Edwards EnterpriseOne Sales Order Management system then updates the inventory location commitment and validates order status information.

See Purchase Order Receipt Entry for Configured Items.

As an example, suppose that Branch A sells a configured item to a customer. Sales order entry is used to order and configure the item. The purchase order is sent to the supplier, who then ships the component of the configured item to Branch A. Branch A receives the component item and then ships the parent configured item and component to the customer.

This diagram illustrates the purchased component order process:

Figure 6-12 Purchased component order

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Description of ''Figure 6-12 Purchased component order''

In some instances, Branch A might have to use the purchased component to build the configured item before it can be shipped to the customer.

This diagram illustrates the purchased component with work order process:

Figure 6-13 Purchased component order with work order

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Description of ''Figure 6-13 Purchased component order with work order''

6.8.1 Order Revisions

You can revise the order for a configured item if a customer calls and needs to change information on an order. The JD Edwards EnterpriseOne Configurator system enables you to revise the purchase order for the component of the configured item if the configuration of the parent configured item is changed.

This table describes types of revisions that could occur:

Revision Description
Changing quantity The system changes the order quantity on the purchase orders for the component items.
Changing units of measure The system changes the units of measure on the purchase orders for the component items.
Changing requested date The system changes the dates of the purchase orders for the component items.
Changing the configuration The system changes the purchase order to reflect the configuration change. If the associated purchase order is past the cutoff status, then you must manually update the related orders (for example, work orders).
Excluding a component item The system cancels the purchase order that has been generated.

The system does not cancel the purchase order if the order has been fully received or its status has advanced past the cutoff status.

A warning message is issued if the purchase order cannot be canceled.

Canceling the order When you cancel an order for a configured item, the system cancels the purchase order for the component of the configured item.

6.8.2 Setup Considerations for Purchase Orders for Components of a Configured Item

To correctly process the purchase order for the component of a parent configured item, you must set the Trans Type and Supplier Number fields for the P type rule on the Assembly Inclusion Edit Group Revisions form with the appropriate information for the component item. You set the Trans Type field to a value of 4 to generate a purchase order for a component of a configured item.

You must also set the Purchase Order Version processing option on the Versions tab of the P3210 program. The system uses the specified version of the Purchase Order Entry program (P4310) to generate the purchase order for the component.

6.9 Understanding Configured Item Work Orders

You enter a work order for a configured item when you want to build a configured item. The configured item could be intended to fill an order, or it can be put into inventory for future use.

During sales order entry, work order headers are created for associated configured items based on system setup and processing option settings. After they are created, the work order headers are used in the shop floor management process to manufacture the configured item. Work orders for configured items can also be created directly in Manufacturing Work Order Processing (P48013), which can be accessed from a menu or from the Project Workbench program in the JD Edwards EnterpriseOne Engineer to Order system.

The input of a work order for a configured item is similar to the input of a regular work order. Creation of a work order for a configured item is initiated from the Manufacturing Work Order Processing program. The parent configured item is entered on the work order, and the Configured Item Revisions program (P3210) is called to answer and validate the configured segments. After the configuration is accepted, the Work Order Entry form is returned. Work orders are created for child configured items, if necessary.

A media object is attached to the line of the work order. The media object contains the generic configured text as set up in Configured Item Segments (P3291).

See Understanding Configured Text.

The work order entry process for configured items rolls up cost but not price.

6.9.1 Setup Considerations for Configured Item Work Orders

To process the work order for the configured item, you must set the Document Type processing option in the Manufacturing Work Order Processing program (P48013). You define the document type to use for work orders.

You must also set the processing option to call the correct version of the Configured Item Revisions program (P3210).

In the Item Branch/Plant, verify that the line type of each configured item is the work order line type.

6.10 Understanding Configured Item Orders in Engineer to Order

JD Edwards EnterpriseOne Engineer to Order (ETO) supports the move from mass production to a product-of-one production methodology. In this engineer-to-order environment, project management becomes of prime importance, given the amount of unknown information involved. JD Edwards EnterpriseOne ETO supports the full life cycle of typical project-oriented operations, which includes the Initiation, Planning, Execution and Control, and Close phases of a project.

In JD Edwards EnterpriseOne ETO, you can enter a work order or purchase order for a configured item. The Project Workbench (P31P001) provides access to Manufacturing Work Order Processing (P48013). You can also attach existing work orders for a configured item to a project.

The Purchase Orders program (P4310) is accessed from the Project Workbench. During the configuration of a purchase order in JD Edwards EnterpriseOne ETO, P and X assembly inclusion rules are evaluated.

You can enter an order for the parent configured item, also called root or top-level configured item, or a configured subassembly of the parent.

Note:

On the Configure Item form, the Configured Item Inventory option is disabled for JD Edwards EnterpriseOne ETO. In JD Edwards EnterpriseOne ETO, all inventory is project-specific, and must be manufactured or purchased specifically for the project.

6.10.1 Setup Considerations for Configured Item Orders In ETO

Orders for configured items can be used in JD Edwards EnterpriseOne ETO once the JD Edwards EnterpriseOne Configurator system is set up.

6.10.2 Adding New Work Orders for a Configured Item to a Project

You can add a new work order for a root configured item using the Project Workbench program (P31P001). After the work order is entered, you enter specifications for the configured item. This option calls the Configured Item Revisions program (P3210) where the item configuration is defined.

JD Edwards EnterpriseOne Configurator creates work orders for the child configured items, if necessary. JD Edwards EnterpriseOne Configurator also associates the generated child configured work orders with the ETO project.

The result is work orders that are created for the configured item and its configured components, as well as parts lists and routings.

Note:

The system does not allow the addition of any other order types, such as Summary or Manufacturing, as children to the configured parent work order or any of its children.

6.10.3 Attaching Existing Work Orders for a Configured Item to a Project

You can attach a preexisting set of configured work orders to an ETO project through the Project Workbench program (P31P001). The configured work orders must have been created using Manufacturing Work Order Processing (P48013). Additional criteria must also be met:

  • If the work order is a configured work order, it must be the root or top-level order.

  • The configured work order cannot already be associated with a project.

  • The work order can have no material issued to its parts list.

  • The work order can have no activity reported against it.

You cannot attach a preexisting set of configured work orders to an ETO project if the orders were created using Sales Order Entry (P4210). If the configured work orders that are created from a sales order are attached to an ETO project, two sets of sales orders could possibly exist against the work order. The first would be the original sales order, and the second would be the sales order against which the configured item can be shipped from the Project Workbench. To avoid any issues, configured work orders that are created from sales order cannot be attached to an ETO project.

6.10.4 Viewing a Configuration Entry for a Project

After committing the work order records from the Project Workbench (P31P001) and the Configured Item Revisions program (P3210), you can view the specifications for the configured parent work order and all its children by using the Work with Segment Values program (P32983).

6.11 Prerequisites

In order to enter orders for configured items, you must:

  • Set up configured items in the JD Edwards EnterpriseOne Configurator system.

  • Set the processing options for the Configured Item Revisions program (P3210) in the JD Edwards EnterpriseOne Configurator system.

6.12 Entering and Converting Sales Quotes for Configured Items

This section provides overviews of configured item sales quotes and conversion of a sales quote to a sales order for a configured item, lists prerequisites, and discusses how to convert a sales quote to a sales order for a configured item.

6.12.1 Understanding Configured Item Sales Quotes

You enter a sales quote when the customer requires a formal price quote prior to actually placing an order. You enter a sales quote in the same way that you enter a sales order. However, specific JD Edwards EnterpriseOne Configurator constants and processing option settings must be set up to support the configured item sales quote. You enter quote orders to:

  • Provide information about price and availability of items.

  • Record the quantity and price quotes for future reference.

  • Hold the quote until the customer authorizes the order.

  • Honor an obligation for a quoted price for a period of time.

When the customer confirms the order, you convert the quote order into an actual sales order.

Note:

When a sales quote is entered, the cost for the transfer of a parent configured item or a component does not accumulate.

6.12.1.1 Sales Quotes

For a sales quote, you set the sales quote document type in the Configurator Constants. The sales quote document type prevents the system from generating the associated work orders if the item has a W line type. Typically, you do not perform all processing for a sales quote. Work order generation occurs when the quote is converted a sales order.

The system costs configured sales quotes at the time of sales order entry. At the time of order entry, the system writes Q rule components to the Configurator Component table (F3215) and R rules to the Configurator Routings File table (F3212). The system uses the P, Q, R, and X rules to calculate a cost for the sales quote.

6.12.2 Understanding Conversion of a Sales Quote to a Sales Order for a Configured Item

If you create a sales quote and the customer authorizes the purchase of the quoted items, you can use the sales quote to create a sales order.

In sales order processing, these methods are available for converting a sales quote to a sales order for configured items:

  • Releasing a quote order.

  • Copying a sales quote to a sales order.

Because configured items have unique setup and processing requirements, the same holds true for converting a configured item sales quote to a configured item sales order. Releasing a sales quote to a sales order is supported for configured items.

To support the creation of a sales order from a sales quote for a configured item, you must set specific processing options before copying the sales quote.

6.12.3 Prerequisites

To successfully process a sales quote for a configured item, you must:

  • Set the Configurator constants.

    • Specify the document type for sales quotes in the Document Type List field in the Configurator Constants program (P3209).

      This user-defined code (UDC) is used to define valid document types for sales quotes in the company. The Document Type List field is generally set to QT.

    • Set the Cost Sales Quotes option in the Configurator constants to specify how the sales quote cost will be accumulated.

      Costing of configured sales quotes differs from costing of configured sales orders. Typically, the cost of a configured item accumulates only when the Order Processing program (R31410) is run to create the configured item work orders that are related to a sales order. However, special functionality exists that accumulates the costs for a configured item sales quote. Configurator constants can be set to accumulate costs when a configured-item sales quote is entered. This method of costing a configured item is an exception to the normal costing process and works only for configured sales quotes.

      If you select the Cost Sales Quotes option, all costs accumulate from P, Q, R, and X (cost) assembly inclusion rules at the time of sales quote entry. If you clear the Cost Sales Quotes option, only the costs of the P and X (cost) assembly inclusion rules accumulate at the time of sales quote entry.

      Order Processing calculates the cost of the configured item based on the P, Q, R, and X (cost) assembly inclusion rules.

  • Verify that the order type for sales quotes has been set up in UDC 40/BT (Blanket Order Types). The order type is generally SQ.

  • Set the processing options for sales quotes, which is a version of Sales Order Entry (P4210).

    • Set the Order Type field on the Defaults tab to the sales quote type, which is typically SQ.

    • Review the Activate Availability Checking field on the Commitment tab, to verify that you have specified how sales quotes affect inventory availability.

    • Set the Commit to Quantity 1 or Quantity 2 field on the Commitment tab to a value of 1 or 2 to prevent work order headers from being created for the sales quote. It is usually set to 1 for quote orders. This field must not be blank for quote orders.

To successfully convert a sales quote into a sales order for a configured item, you must set the Sales Order Entry processing options for the version appropriately. Use the regular version of Sales Order Entry (P4210) to copy the quote to an order.

  • Set the Order Type processing option on the Defaults tab to the sales order type, which is typically SO.

  • Set the Line Type field to W to generate work order headers for the configured item.

  • Set the Order Type field on the Duplication tab to a non-quote document type. Typically, it is set to SO.

  • Set the Commit to Quantity 1 or Quantity 2 field to blank on the Commitment tab.

    This field must be blank for sales orders to ensure that the appropriate work order headers are created at sales order entry. During sales quote entry, this processing option was set to a value of 1 or 2 to prevent work order headers from being created for the sales quote.

6.12.4 Form Used to Convert a Sales Quote to a Sales Order for a Configured Item

Form Name FormID Navigation Usage
Customer Service Inquiry W4210E Daily Processing (G32), Sales Quote Convert a sales quote to a sales order for a configured item.

6.12.5 Converting a Sales Quote to a Sales Order for a Configured Item

Access the Customer Service Inquiry form.

To convert a sales quote to a sales order for a configured item:

  1. Locate the sales quote.

  2. Select one line of the sales quote and click Copy.

  3. Click OK on Sales Order Detail Revisions.

    The order type displayed is SO (sales order).

  4. Process the sales order.

6.13 Entering Credit Orders for Configured Items

This section provides overviews of credit orders for configured items and the alternative credit order process for configured items, lists prerequisites, and discusses how to:

  • Enter credit orders for configured items.

  • Adjust inventory for configured items.

6.13.1 Understanding Credit Orders for Configured Items

You use credit orders when a customer returns goods that you might return to inventory or when you receive back damaged goods that you cannot return to inventory. In both cases, you need to issue the necessary credits and make adjustments for the returned merchandise.

If you previously created a sales order and the customer now wants to return the goods, you can use a credit order to manage the return process. You enter credit orders in the same way that you enter sales orders.

In sales order processing, two methods are available for entering credit orders:

  • Entering credit orders manually.

  • Entering system-generated credit orders (create a credit order from history).

Because configured items have unique setup and processing requirements, the same holds true for creating credit orders. Not all sales order processing methods for creating credit orders are available when you are using JD Edwards EnterpriseOne Configurator.

The manual entry process for credit orders is not supported for configured items. Ensuring that the original sales information for the parent configured item is brought into the associated credit order is impossible.

Creating a credit order from history (a system-generated credit order) is the preferred method for configured credit order processing. When you create a credit order from history, you retrieve the original sales order information. This information is especially important for configured items because of the relationship of the parent configured item, configuration identifier, location, lot number, and price. This method ensures that you get the correct order information for the parent configured item that is being returned.

Regarding item price, the system issues the customer credit for the amount, based on the unit price that the customer actually paid. This price might be different from the current price. The system retrieves the order information from the S.O. Detail Ledger table (F42199).

To support the creation of a credit order for a configured item, specific system setups and processing option settings need to be set. This setup includes not only the setup of the credit order, but also the setup of the sales order so that needed sales order history information is stored by the system.

A specific process must be followed during the initial input of a configured item sales order to ensure the successful input of a credit order later. In addition, a specific process must be followed to correctly process credit orders for configured items.

6.13.1.1 Credit Orders for Configured Items

To ensure the successful input of a credit order, complete this procedure:

  1. Enter a sales order for the configured item using Sales Order Entry (P4210).

  2. Process the associated configured item work orders by running Order Processing (R31410).

  3. Complete the configured item work orders, including the parent configured item.

    This action includes issuing inventory, reporting hours and quantities, and performing a completion.

  4. Ship confirm the configured item in Shipment Confirmation (P4205).

  5. Run Print Invoices (R42565).

  6. Update customer sales in Sales Update (R42800).

  7. Enter a credit order from history.

  8. Create a shipment confirmation for the credit order.

    At this point, the material should be added back to inventory in the same location and lot number as the original sales order.

6.13.2 Understanding the Alternative Credit Order Process for Configured Items

If you do not want to create a credit order for a configured item, an alternative exists. The alternative consists of performing an inventory adjustment and entering a credit memo for the customer.

Note:

Before performing these steps, you might need to create automatic accounting instructions (AAIs) to support the financial transactions. You might also need to create a new document type to keep track of the transactions.

An inventory adjustment is performed on the parent configured item to adjust it back into stock. The stocked configured item can then be resold.

After the parent configured item has been adjusted into inventory, you create a credit memo for the customer. The memo gives the customer credit for the return of the configured item.

See "Adjusting Inventory" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide and "Working with Standard Invoices" in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide.

6.13.3 Prerequisites

To successfully create a credit order for a configured item, you must:

  • Verify that the Order Activity Rules (P40204) for the document type and line type combination for a sales order are set to record the appropriate information to history. In the order activity rules, ensure that for the sales order type and work order line type the status for ship confirmation is set to update the sales ledger. This process writes a record to the history table, which includes important information, such as the lot number and location of the parent configured item.

  • Set up a document type for credit orders in the Document Type Maintenance program (P40040). The document type is usually CO.

  • Set up a line type for credit orders. The line type is usually C.

  • Ensure that the line type that is used for the credit order in the Line Type Constants program (P40205) is set to an Inventory Interface of Y. Also, ensure that the Reverse sign check box is selected, which puts the item back into inventory.

  • Set up the order activity rules for the document type and line type combination for the credit order. In Order Activity Rules, for the credit order, order type, and credit line type, ensure that the appropriate order activity rules have been set up.

  • Create a version of the Sales Order Entry program (P4210) for credit orders, and set the processing options appropriately.

6.13.4 Forms Used to Enter Credit Orders for Configured Items

Form Name FormID Navigation Usage
Customer Service Inquiry W4210E Additional Order Processes (G4212), Credit Orders From History Enter credit orders for configured items.
Work With Inventory Adjustments W4114B Inventory Master/Transactions (G4111), Adjustments Adjust inventory for configured items.

6.13.5 Entering Credit Orders for Configured Items

Access the Customer Service Inquiry form.

To enter a credit order for a configured item:

  1. Click the Add button.

  2. Select Credit Memo from the Form menu on the Sales Order Detail Revisions form.

  3. Enter the sales order number from which to create the credit order and click Find on the Work With Sales Ledger Inquiry form.

  4. Highlight the line containing the parent configured item.

    Note:

    This line must be created at the point of ship confirm. It has the proper lot number, which will ensure the proper configuration identifier and price.
  5. Select Credit Memo and then Select Line from the Row menu.

    Important:

    Select this option only once. You do not access any other form; the screen blinks but no other change occurs.
  6. Click Close on the Work With Sales Ledger Inquiry form.

  7. Click OK on the Sales Order Detail Revisions form to create the credit order.

6.13.6 Adjusting Inventory for Configured Items

Access the Work With Inventory Adjustments form.

To enter an inventory adjustment for a configured item:

  1. Click the Add button.

  2. Complete these fields in the header on the Inventory Adjustments form:

    • Branch/Plant

    • Transaction Date

    • Document Number

    • Document Type

    • G/L Date

    • Explanation

  3. Complete these fields in the detail area:

    • Item Number

    • Quantity

    • UM (unit of measure)

    • Branch/Plant

  4. Highlight the row and select Configured Items and then Select from histor from the Row menu to display the order history for the item.

  5. Highlight the appropriate order for use in the inventory adjustment and click Select on the Work with Configured String History form.

  6. Complete these fields and click OK on the Inventory Adjustments form:

    • Location

    • Lot/Serial

      The system processes the transaction and displays a document number, document type, and batch number for the transaction.