This appendix contains the following topics:
Section B.1, "JD Edwards EnterpriseOne Sales Order Management Reports"
Section B.2, "JD Edwards EnterpriseOne Sales Order Management Reports: A to Z"
Section B.3, "JD Edwards EnterpriseOne Sales Order Management: Selected Reports"
Section B.5, "Processing Options for Prepayment Transaction Report (R004203)"
Section B.7, "Processing Options for Sales Ledger Report (R42600)"
Section B.9, "Processing Options for Sales Analysis Summary (R42611)"
Section B.11, "Processing Options for Open Orders by Customer Reports (R42620)"
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.
This table lists the JD Edwards EnterpriseOne Sales Order Management reports sorted in alphanumeric order by report ID.
| Report ID and Report Name | Description | Navigation |
|---|---|---|
| R004203 | Use this report to determine which transactions are at which statuses. | Prepayment Processing (G42131), Prepayment Transaction Report |
| R42600 | Use this report to analyze sales history. | Sales Order Reports (G42111), Sales Ledger Report |
| R42611 | 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 | Use this report to review:
|
Sales Orders Reports (G42111), Open Orders by Customer Reports |
| R42632 | 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 | Use this report to review a list of all sales orders that are on hold for these reasons:
|
Sales Orders Reports (G42111), Held Orders Reports |
This section provides detailed information, including processing options, for individual reports. The reports are listed alphanumeric order by report ID.
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 enable you to specify the default processing for the Prepayment Transaction Report program (R004203).
This processing option enables you to specify whether the system purges 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.
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.
Processing options enable you to specify the default processing for the Sales Ledger Report program (R42600).
These processing options enable you to specify dates for the report.
Enter the beginning date range for the report.
Enter the ending date range for the report.
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.
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 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 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.
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 enable you to specify the default processing for the Open Orders by Customer Report (R42620).
This processing options enables you to specify the currency that the system prints on the report.
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.
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.