Index

A B C D E F G H I J K L M N O P Q R S T U V W Z

A

AAIsautomaticaccounting instructions, 2.4.1

account information

locating from automatic accounting instructions, 3.5.1.4

setting up, 2.4.3

Account Revisions form, 2.4.3

accounts receivable integration, 1.3.1

activating Global Order Promising, 10.2

active sales orders, restoring, 16.6.1.2

additional order processing during ship confirm, 12.8.2

Additional System Info form, 10.5.3

Address Book Conversion - F03012 program (R8903012E)

processing options, 4.4.2

running, 4.4.3

address book integration, 1.3.2

Address Book Revision form, 4.2.4

advanced preferences

details, 18.8.1.3

differences with basic preferences, 18.2

overview, 18.2.3, 18.8.1

processing, 18.8.1.4

schedule, 18.8.1.2

setting up, 18.8.1

types, 18.8.1.1

agreements, assigning to a sales order, 7.2.2.7

Application Constants form, 2.3.8

approval processing

overview, 7.10.2

prerequisites, 7.10.3

as-if currency

for invoices, 15.2.1.2

reviewing sales orders, 11.8.2.1

associated items

entering, 7.6.4

entering for customer service representatives, 8.6.1

entering on sales orders, 7.6.1

overview, 7.6.1

overview for customer service representatives, 8.6.1

prerequisites, 7.6.2

setting up cross-references, 7.6.1, 8.6.1

ATP Rules Setup form, 10.6.3

audit log

overview, 7.10.1

overview for customer service representatives, 8.10.1

prerequisites, 7.10.3

purging transactions, 16.7.11

reviewing, 7.10.5

audit log and approval processing for customer service representatives, 8.10.1

Authorize Prepayment Transactions program (R004201)

processing options, 13.3.2

running, 13.3.3

automatic accounting instructions

defining flexible account numbers, 3.5.1.2, 3.5.1.3

invoice cycles, 15.3.1.4

locating account information, 3.5.1.4

overview, 2.4.1

sales order management, 2.4.1.2

setting up, 2.4.3

using in sales update, 16.4.3

availability calculations, 11.7.10

available to promise (ATP) rules

form, 10.6.2

overview, 10.6.1

setting up, 10.6.3

B

Backorder Release and Report program (R42118)

processing options, 11.4.5

usage, 11.4.4

backorder releases

batch, 11.4.1.1

online, 11.4.4

overview, 11.4.1

releasing in batch, 11.4.6

Base Price Generation by Currency program (R410601)

processing options, 14.5.2

running, 14.5.3

Base Price Revisions form, 6.3.4

base prices

retrieving, 7.2.2.2

setting up, 6.3.4

updating, 6.1

updating overview, 14.1.1

base prices in a different currency

example, 14.5.1.1

overview, 14.5.1

setting data selection, 14.5.1.2

base pricing

changing multiple prices, 14.1.1.1

converting price levels, 14.4.1

creating future prices, 14.1.1.2

describing, 14.1.1

overview, 6.3.1

preference hierarchy, 6.2.1.3

prerequisites, 6.3.2

price group relationships, 6.4.8

structure, 6.1, 6.2.1

updating, 6.1, 14.1.1

based-on-date invoicing, 15.3.1.2

Base/Price Maintenance - Batch program (R41830)

processing options, 14.1.2

running, 14.1.3

basic preferences

differences with advanced preferences, 18.2

example, 18.2.2.1

overview, 18.2.1

processing, 18.2.2

setting up, 18.7.1

batch backorder releases, 11.4.1.1

batch control constants

overview, 2.3.1.3

setting up, 2.3.8

Batch Credit Hold program (R42542)

overview, 11.2.1

processing options, 11.2.2

Batch Order Entry program (P4001Z), 7.12.1

batch orders

for recurring sales, 7.12.1

processing, 7.12.1

batch receiver purge, 16.7.5

Batch Release Credit Holds program (R42550)

overview, 11.3.1, 11.3.8

processing options, 11.3.7

batch sales orders

processing, 7.12.1

batch types

example, 16.4.2.1

interbranch orders, 16.4.2

billing information

printing order acknowledgements, 12.4.2

reviewing online invoices, 12.4.1

Billing Information form, 4.2.6, 4.3.4, 4.3.5, 4.6.4, 6.2.4, 6.4.5, 6.5.7

bills of lading

overview, 12.9.1

printing, 12.9.1, 12.9.5

bi-weekly invoicing, 15.3.1.2

blanket order release, 11.5.1

Blanket Order Revisions form, 11.5.4, 11.6.4

blanket orders

describing, 9.1, 9.5.1

entering, 9.5.1

kits, 7.11.1.4

prerequisites, 9.5.2

releasing, 11.5.1, 11.5.4

Branch Location Definition form, 2.3.9

branch sales markups

overview, 3.4.1

setting up, 3.4.3

Branch Transfer Markup Revision form, 3.4.3

branch/plant constants

overview, 2.3.1

setting up, 2.3.5

Branch/Plant Constants form, 2.3.5

Build Customer Segment Items program (R42441)

processing options, 4.6.7

running, 4.6.8

bulk stock information, 16.4.1.6

bulk stock inventory integration, 1.3.3

Business Interface Integration Objects, 1.5

business processes, 1.2

business units, locating in flexible account numbers, 3.5.1.4

buying segment codes, 4.6.4

buying segments

prerequisites, 4.6.1.4

updating codes, 4.6.1.2

by-pass orders, 16.6.1.3

C

Calculating Prices diagram, 6.1

calculation rules, 15.3.1.2

carrier preference, 18.4.1

category codes

customer groups, 6.4.1.1

item groups, 6.4.1.2

Check Price and Availability program (P4074), processing options, 11.7.6

Close Text Lines program (R42960)

overview, 16.7.2

running, 16.7.4

Commission Accruals Lookup form, 11.9.5

commission assignments, 3.3.2

Commission Constant Revisions form, 3.3.6

commission constants

calculating additional information, 3.3.3

setting up, 3.3.6

commission information

assigning, 3.3.2

entering, 4.3.7, 7.2.2.5

overview, 11.9.1

setup overview, 3.3.1

commissions

assigning, 3.3.2

defining flexible sales, 3.3.1

flexible sales, 7.2.2.5

prerequisites, 3.3.4, 11.9.2

reviewing accruals, 11.9.5

commitments

inventory commitment preference, 18.4.11

using the grade and potency preference, 18.4.9

complex item price groups

overview, 6.4.1.2

setting up, 6.4.6

complex price groups

overview, 6.4.1

setting up, 6.4.4

configured item orders

overview, 7.11.3.1

configured items

confirming partial order quantities, 12.8.1.1

overview, 7.11.3, 7.11.3.1

overview for customer service representatives, 8.11.1

confirming shipments

additional non-inventory line items, 12.8.8

batches, 12.8.4

overview, 12.8.1

printing related documents, 12.9.1

test results, 12.8.2.4

constants

batch control, 2.3.1.3

item availability, 2.3.1.1

location control, 2.3.1.4

location format, 2.3.1.5

prerequisites, 2.3.3

system, 2.3.1.2

contract pricing, 6.5.1.3

control pick slips and pick slips diagram, 12.6.1

converted limit amounts

example, 4.4.1.1

rounding, 4.4.1.1

copying sales order information for customer service representatives, 8.4.1

credit card authorizations, 13.3.1

credit card transactions

authorizing, 13.3.1

overview, 13.3.1

Credit Check form, 11.8.6

credit checking

performing for order hold codes, 3.7.1.3

prerequisite, 11.8.4

credit holds

releasing, 11.3.1

releasing in batch, 11.3.8

credit information

entering, 4.3.8

setting up, 4.3.1.1

credit memos

entering, 17.3.1.2

overview, 17.3.1.2

credit orders

creating version of sales order entry, 9.2.1.1

describing, 9.1

entering, 9.2.1

entering automatically, 9.2.1.2

entering from history, 9.2.5

overview, 9.2.1

prerequisite, 9.2.2

releasing order holds, 13.4.2

cross-docking information, 7.2.12

custom preference types, 18.4

customer account information

overview, 11.8.1

reviewing, 11.8.6

customer billing instructions

assigning order hold codes, 3.7.3

overview, 4.3.1

prerequisites, 4.3.2

setting up, 4.3.4

setting up credit information, 4.3.1.1

setting up tax information, 4.3.1.2

customer credit information, 7.2.1.2

customer currency conversions, 4.4.1

customer currency preferences, 18.4.2

customer freight preferences, 18.4.3

Customer Group Revisions form, 18.9.4

customer groups

assigning pricing rules, 6.5.6

prerequisite, 18.9.2

Customer History Template Rebuild program (R42815)

processing options, 3.6.6

running, 3.6.7

customer information, 4.1

Customer Master Commission Lookup form, 4.3.7

Customer Master Revision form, 4.2.5, 4.3.8, 5.5.3

Customer Price Group Definition form, 6.4.4

customer price groups

generating relationships, 6.4.8

overview, 6.2.1.1, 6.4.1.1

customer price updates, 14.3.1

Customer Pricing Rules form, 6.5.4

customer sales, updating, 16.4.1

customer segment based selling

adding items to a sales order, 7.7.1

assigning codes to customers, 4.6.1.1

building customer segment items, 4.6.1.3

describing, 4.1

overview, 4.6.1, 7.7.1

prerequisite, 7.7.2

customer segment items

adding to a sales order, 7.7.1, 7.7.4

building, 4.6.1.3

Customer Segment Items form, 7.7.4

Customer Segment Items program (P983051), processing options, 4.6.3

customer self-service

activating processing options, 3.8.3

overview, 3.8.1, 7.2.5

prerequisites, 3.8.5

Customer Service Inquiry form, 11.8.7

Customer Set program (P42430), 4.5.1

Customer Set Revision form, 4.5.4

customer sets, date-sensitive, 4.5.1

Customer Template Revisions program (P4015), processing options, 3.6.4

customers

assigning buying segment codes, 4.6.1.1, 4.6.4

assigning customer price groups, 6.2.4

assigning pricing rules, 6.5.6

assigning to a price group, 6.4.5

assigning to groups, 18.9.1

assigning to preference groups, 18.9.1.1

setting up self-service setup, 3.8.1

cycle billing

invoiced and not invoiced order lines, 15.4.1.2

journal entries, 15.4.1.1

prerequisite, 15.4.2

reviewing transaction report, 15.4.1.3

running, 15.4.1

Cycle Billing Program (R49700)

processing options, 15.4.3

running, 15.4.4

D

daily invoicing, 15.3.1.2

data

purging, 16.7.1

purging active order lines, 16.7.2

purging closed text lines, 16.7.2

data purges, 16.7.1

batch order files, 16.7.5

moving sales order detail to history, 16.7.9

prerequisites, 16.7.3

sales order header, 16.7.7

date-sensitive customer sets

overview, 4.5.1

prerequisites, 4.5.2

setting up, 4.5.4

default address types

defining, 4.2.1.2, 4.2.6

overview, 4.2.1.2

default information for interbranch orders, 9.7.2

default line information

entering, 7.2.2.6, 7.2.11

entering for customer service representatives, 8.3.9

delivery date preferences

example, 18.4.4.1, 18.4.17.1

overview, 18.4.4

delivery information, 4.3.5

delivery notes

prerequisite, 11.8.4

printing, 12.9.2, 12.9.7

Delivery Notes Inquiry program (P42290), processing options, 11.8.8

Detail Availability form, 11.7.10

detail information

overview, 7.2.2

substituting items, 7.6.1, 8.6.1

detail information for customer service representatives, 8.3.2

detail to history purge, 16.7.9

direct ship orders

describing, 9.1, 9.4.1

entering receipts, 9.4.2.1

performing voucher match, 9.4.2.2

prerequisites, 9.4.3

restrictions for kits, 7.11.1.7

Distribution AAIs program (P40950), 2.4.1.2, 2.4.3

document set preferences

example, 18.4.5.1

overview, 18.4.5

draft collection for prepayments, 13.7.1

duplicating sales order information for customer service representatives, 8.4.1

E

editing header information, 8.3.1.1

electronic mail messages

posting errors and other messages, 16.3.4

reviewing for sales update errors, 16.4.1.9

end of day processing

overview, 16.1

reviewing sales journals and reports, 16.5.1

running cycle billing, 15.4.1

updating sales information, 16.4.1

updating tables, 16.4.1.1

end use preferences, 18.4.6

end-of-month invoicing, 15.3.1.2

Enter New Order form, 8.3.8, 8.3.9

enter shipment, packaging, and UCC 128 shipments, 12.10.5

EnterpriseOne System Control - Revisions form, 10.2.3

error messages, posting, 16.3.4

extended terms deal preferences, 18.4.7

F

flexible account numbers

defining advanced pricing automatic accounting instructions, 3.5.1.3

defining for automatic accounting instructions, 3.5.1.2

definition, 3.5.1

diagram, 3.5.1.1

example, 3.5.1.1

locating business units, 3.5.1.4

locating subledgers, 3.5.1.4

locating subsidiary accounts, 3.5.1.4

overview, 3.5.1

prerequisites, 3.5.2

Flexible Accounting Inquiry program (P40296), 3.5.4

Flexible Sales Account Revisions form, 3.5.4

flexible sales commissions, 3.3.1

freight information, 4.3.5

freight preferences, 18.4.8

future prices, creating, 14.1.1.2

future sales orders, recommitting, 16.6.1.1

G

general accounting integration, 1.3.4

general ledger post, 16.3

global implementation steps, 1.4.1

grade and potency preferences, 18.4.9

gross profit margin pricing preferences, 18.4.10

H

header information

for customer service representatives, 8.3.1

purging, 16.7.7

updating, 7.4.6

updating header to detail information, 7.4.1

held orders

generating report, B.13

overview, 11.3.1

printing, 13.4.2

releasing, 11.3.1, 11.3.6

Held Orders Reports program (R42640)

overview, B.2

usage, B.13

Hierarchical Configuration Definition Revisions form, 5.4.3

hierarchical configurations

diagram, 5.4.1

setting up, 5.4, 5.4.3

setting up for UCC 128 processing, 5.4.1

hold codes

assigning, 3.7.2

assigning during order entry, 3.7.2

assigning in the customer billing instructions, 3.7.3

checking for inactive customers, 3.7.1.4

defining, 3.7.1.1, 13.2.3

defining for prepayments, 3.7.1.7

overview, 3.7.1

performing credit checking, 3.7.1.3

performing margin checking, 3.7.1.5

performing partial holds, 3.7.1.6

setting up minimum and maximum order amounts, 3.7.1.2

setup overview, 3.7.1

Hold Order Constants program (P42090)

overview, 3.7.1.1

prepayments, 3.7.1.7

usage, 3.7.5

I

identification codes, UCC 128, 5.2

implementation steps

global, 1.4.1

sales order management, 1.4.2

inactive customers, checking order hold codes, 3.7.1.4

Integration, 1.5

integrations

accounts receivable, 1.3.1

address book, 1.3.2

bulk stock inventory, 1.3.3

general accounting, 1.3.4

inventory management, 1.3.5

Oracle Global Order Promising, 10.1

overview, 1.3

procurement, 1.3.6

transportation management, 1.3.7

interbranch orders

batch types, 16.4.2

default information, 9.7.2

diagram, 9.7.1

entering, 9.7.3.1, 9.7.6

entering shipment confirmation, 9.7.3.1

order entry, 9.7.3

overview, 9.7.1

prerequisites, 9.7.4

setting up branch sales markups, 3.4.1

system updates, 16.4.2

updating sales information, 16.4.2

updating transactions, 16.4.2

intercompany orders

describing, 9.1

diagram, 9.7.1

overview, 9.7.1

prerequisites, 9.7.4

printing invoices, 15.2.1.5

updating transactions, 16.4.2

in-transit accounting for transfer orders, 12.8.1.4

inventory commitment preferences

example, 18.4.11.2

overview, 18.4.11

specifying percent-to-fill value, 18.4.11.1

technical considerations, 18.4.11.2

inventory management integration, 1.3.5

inventory pricing rules

overview, 6.5.1.1

setting up, 6.5.5

Invoice Cycle Calculation Rule form, 15.3.3

invoice cycle calculation rules, 15.3.1.2

invoice cycles

creating preferences, 15.3.3

preference, 15.3.1.1

setting up, 15.3.1

setting up automatic accounting instructions, 15.3.1.4

setting up user-defined codes, 15.3.1.5

invoice date ranges, 15.3.4

invoice journal, 16.5.2

invoice setup

invoice cycle calculation rules, 15.3.1.2

scheduled date calculation, 15.3.1.3

invoices

as if currency, 15.2.1.2

consolidated, 15.2.1.1

online, 12.4.1

overview, 15.1

printing standard, 15.2.1

setting up default address types, 4.2.1.2

setting up invoicing addresses, 4.2.1.1

setting up related addresses, 4.2.1

summarized, 15.2.1.1

tax information, 15.2.1.3

invoicing addresses, defining, 4.2.5

item availability

overview, 2.3.1.1

setting up, 2.3.6

Item Availability program (P41202), processing options, 11.7.8

Item Branch/Plant Info form, 6.4.7

Item Branch/Plant Info Form, 6.2.5

item cross-reference for kits, 7.11.1.3

Item Group Preference Revisions form, 18.9.5

item groups

prerequisite, 18.9.2

Item Hierarchy program (P4101H), processing options, 3.8.7

item information, 7.2.2.1

generating the open orders by customer report, B.10

generating the open orders by item report, B.12

overview, 11.7.2

prerequisite, 11.7.4

reviewing, 11.7.7, 11.7.9, 11.7.9

setting up base prices, 6.3.1

UCC 128 processing, 5.6.1

item information for UCC 128 processing

aggregate SCCs, 5.6.1.2

overview, 5.6.1

package indicators, 5.6.1.1

prerequisites, 5.6.2

setting up, 5.6.4

Item Master Maintenance - UCC 128 program (P41020), 5.6.4

Item Price Group Definition form, 6.4.6

item price groups

generating relationships, 6.4.8

overview, 6.2.1.2, 6.4.1.2

Item Restriction Revisions form, 4.3.6

item restrictions, 4.3.6

Item Sales Price Level Conversion program (R41816)

processing options, 14.4.2

running, 14.4.3

items

assigning item price groups, 6.2.5

assigning to an item group, 6.4.7

assigning to groups, 18.9.1

associated, 7.6.1, 8.6.1

configured items, 7.11.3.1

obsolete, 8.6.1

promotional, 7.6.1, 8.6.1

setting up cross-references for, 7.6.1, 8.6.1

substitute, 8.6.1

substituting, 7.6.1

J

journal entries

batches, 16.2

cycle and non-cycle billing, 15.4.1.1

posting, 16.3

reviewing, 16.2

reviewing and approving, 16.2

updating sales information, 16.2

verifying the post, 16.3.3

K

Kit Selection form, 7.11.6

kits

blanket orders, 7.11.1.4

components, 7.11.1.1

confirming partial order quantities, 12.8.1.1

entering, 7.11.1

entering orders, 7.11.6

example, 7.11.1.2

freight calculation restrictions, 7.11.1.7

item cross-reference, 7.11.1.3

overview, 7.11.1

overview for customer service representatives, 8.11.1

prerequisites, 7.11.4

pricing, 7.11.1.5

quote orders, 7.11.1.4

restrictions, 7.11.1.7

stocking parent items, 7.11.1.6

transfer order restrictions, 9.3.1

work orders, 7.11.1.6

L

line default information, confirming shipments, 12.8.8

line of business preferences, 18.4.13

load and delivery confirmation, 12.8.2.2

location control, setting up, 2.3.1.4

location formats

constants, 2.3.1.5

setting up, 2.3.9

locations

defining in branch/plants, 2.3.1.6

setting up in branch/plants, 2.3.10

M

Manage Existing Order form, 8.4.3, 11.8.7

margin checking

performing for hold codes, 3.7.1.5

releasing, 13.4.2

Master Planning Resource Revision form, 10.4.2

matrix items

entering sales orders, 7.13.4

overview, 7.13.1

prerequisite, 7.13.2

Matrix Order Entry form, 7.13.4

messages

electronic mail, 16.3.4

on orders, 2.5.1.1

mode of transport preferences, 18.4.13

multicurrency processing, 7.1.3

multiple shipping and receiving locations preferences, 18.4.14

N

next order status preferences, 18.4.15

non-cycle billing journal entries, 15.4.1.1

nonstock items, 2.5.1.2

nonstock line types, 2.5.1.2

notifications for upselling

activating, 7.8.1

activating for customer service representatives, 8.7.1

notifications for volume-based upselling

activating, 7.8.1

activating for customer service representatives, 8.7.1

O

on-hand inventory

updating, 16.4.1.5

updating during ship confirm, 12.8.2.1

Online Invoice Inquiry program (P42230)

overview, 12.4.1

processing options, 12.4.4

online invoices, 12.4.1

Open Orders by Customer Reports program (R42620)

overview, B.2

processing options, B.11

usage, B.10

options and equipment preferences, 18.4.16

Order Acceptance form, 7.9.3

order acknowledgements, 12.4.2

order acknowledgements, printing, 12.4.5

order activity rules

assigning status codes, 2.6.1

overview, 2.6.1

prerequisites, 2.6.2

setting up, 2.6.4

updating status codes, 12.5.1

Order Activity Rules - Revisions form, 2.6.4

order address overrides, 7.2.2.9

order entry

detail information, 7.2.2

header information, 7.2.1

using templates, 7.5.1

order entry for customer self-service, 7.2.5

order entry for customer service representatives

detail information, 8.3.2

header information, 8.3.1

using templates, 8.5.1

Order Header Revisions form, 8.3.7

order hold codes

assigning, 3.7.2

assigning during order entry, 3.7.2

assigning in the customer billing instructions, 3.7.3

checking for inactive customers, 3.7.1.4

defining, 3.7.1.1, 13.2.3

defining for prepayments, 3.7.1.7

performing credit checking, 3.7.1.3

performing margin checking, 3.7.1.5

performing partial holds, 3.7.1.6

setting up, 3.7.5

setting up minimum and maximum order amounts, 3.7.1.2

Order Hold Information form, 3.7.5

order holds, 11.1

prerequisite, 11.1.1

prerequisites, 11.3.3

order line types

adding a message, 2.5.1.1

assigning for nonstock items, 2.5.1.2

overview, 2.5.1

setting up, 2.5.3

setup overview, 2.5

Order Line Types program (P40205), 2.5.3

order preparation days preferences, 18.4.17

order processing, 3.1

order promising

configuring proposals, 7.9.1.2

generating delivery proposals, 7.9.1.1

overview, 7.9.1

overview for customer service representatives, 8.9.1

user-defined codes, 7.9.1.3

order releases, 11.1

Order Revision History form, 7.10.5

order status reports, B.13

Order Template Revisions form, 3.6.5

order templates

creating standard, 3.6.1.1

overview, 3.6.1

updating, 3.6.1.2

working with, 3.6.1

Order Templates form, 7.5.4

orders on hold

releasing, 11.3.6

releasing for prepayment, 13.4.2

override order address, 7.2.2.9

P

P4001Z program, 7.12.1

P4004Z program

processing options, 7.12.4

usage, 7.12.5

P40051 program

overview, 17.1, 17.3.1

processing options, 17.3.5

P400511 program

overview, 17.3.1

processing options, 17.3.4

P4015 program, processing options, 3.6.4

P40205 program, 2.5.3

P4021 program

processing options, 11.7.11

usage, 11.7.12

P40296 program, 3.5.4

P4074 program, processing options, 11.7.6

P40950 program, 2.4.1.2, 2.4.3

P4101H program, processing options, 3.8.7

P41020 program, 5.6.4

P41202 program, processing options, 11.7.8

P420111 program

overview, 11.5.1, 11.6.1

processing options, 11.5.3

usage, 11.5.4

P42025 program

processing options, 9.2.4

with return material authorizations, 17.3.1

P42040 program

processing options, 12.5.4

usage, 12.5.5

P4205 program

processing options, 12.8.7

usage, 12.10.5

P42090 program

overview, 3.7.1.1

prepayments, 3.7.1.7

usage, 3.7.5

P4210 program

detail information, 7.2.2

header information, 7.2.1

overview, 7.1.1

processing options, 7.2.8

P42101 program

detail information, 8.3.2

header information, 8.3.1

overview, 7.1.1

processing options, 8.3.5

P42117 program

overview, 11.4.1

processing options, 11.4.3

P4220 program

overview, 12.7.3

processing options, 12.7.5

P42230 program

overview, 12.4.1

processing options, 12.4.4

P42290 program, processing options, 11.8.8

P42430 program, 4.5.1

P42440 program, processing options, 4.6.3

P43070 program

overview, 11.3.1

processing options, 11.3.5

P4915 program

overview, 12.10.1.2

processing options, 12.10.4

partial holds, 3.7.1.6

partial order quantities, 12.8.1.1

payment terms (branch) preferences, 18.4.19

payment terms preferences, 18.4.18

pick slips, printing, 12.6.3

picking documents

overview, 12.6.1

pick slips, 12.6.1

post journal entry, 16.3

post to the general ledger, 16.3

posting error messages, 16.3.4

preauthorized drafts for prepayments, 13.7.2

Preference Definition Revisions form, 18.8.3

Preference Detail Revisions form, 18.8.5

preference hierarchy

arranging, 18.6.1

overview, 18.1.1

setting up, 18.6.3

Preference Hierarchy diagram, 18.6.1

Preference Hierarchy Revisions form, 6.2.6, 18.6.3

preference master information, 18.5.3

Preference Master Revision form, 18.5.3

preference masters

overview, 18.1.1

setting up, 18.5.1

Preference Schedule Revisions form, 18.8.4

preference types

defining, 18.3

details, 18.3

overview, 18.3

Preference Values Revisions form, 18.8.6

preferences, 18.1

carrier preference, 18.4.1

customer currency preference, 18.4.2

customer freight preference, 18.4.3

delivery date, 18.4.4

document set, 18.4.5

end use, 18.4.6

freight, 18.4.8

grade and potency, 18.4.9

inventory commitment, 18.4.11

lines of business, 18.4.12

locating, 18.10.2.1

mode of transport preference, 18.4.13

multiple shipping and receiving locations, 18.4.14

next order status, 18.4.15

options and equipment preference, 18.4.16

order preparation days, 18.4.17

overview, 18.1

payment terms, 18.4.18

payment terms (branch), 18.4.19

prerequisites, 18.10.3

pricing unit of measure (branch), 18.4.22

product allocation, 18.4.23

product allocation (branch), 18.4.24

quality, 18.4.25

revenue business unit, 18.4.26

revenue business unit (branch), 18.4.27

sales commission, 18.4.28

sales price based on date, 18.4.29

setting up, 18.1

user defined price code, 18.4.30

preferences activation, 18.10.1

Preferences diagram, 18.2.2.1

preferences selection, 18.10.2

Preferences Selection program (R40400)

processing options, 18.10.4

running, 18.10.5

prepayment hold codes, 13.2.3

prepayment processing

authorizing transactions, 13.3.1

overview, 13.1

settling transactions, 13.6.1

setup, 13.2

updating transactions, 13.4

working with drafts, 13.7.1

prepayment status codes, 13.2.1

prepayment statuses, reviewing, B.3

Prepayment Transaction Report program (R004203)

overview, B.2

processing options, B.5

usage, B.4

Prepayment Transaction Revisions form, 13.5.3

prepayment transactions

changing during order processing, 13.4

overview, 13.6.1

prerequisites, 13.1.1

updating, 13.4

prepayment types, 13.2.2

prerequisites

approval processing, 7.10.3

associated items, 7.6.2

audit log, 7.10.3

base pricing, 6.3.2

blanket orders, 9.5.2

buying segments, 4.6.1.4

commission, 3.3.4

commissions, 11.9.2

constants, 2.3.3

copy sales orders, 7.4.4

credit check, 11.8.4

credit orders, 9.2.2

customer and item groups, 18.9.2

customer billing instructions, 4.3.2

customer segment based selling, 7.7.2

customer self-service, 3.8.5

cycle billing, 15.4.2

data purges, 16.7.3

date-sensitive customer sets, 4.5.2

delivery notes, 11.8.4

direct ship orders, 9.4.3

duplicating sales orders, 7.4.4

flexible account numbers, 3.5.2

interbranch orders, 9.7.4

intercompany orders, 9.7.4

item information, 11.7.4

kits, 7.11.4

matrix items, 7.13.2

order activity rules, 2.6.2

order holds, 11.1.1, 11.3.3

preferences, 18.10.3

prepayments, 13.1.1

price groups, 6.4.2

pricing hierarchy, 6.2.2

printing shipping documents, 12.9.3

promotional items, 7.6.2

quote orders, 9.6.2

related addresses, 4.2.2

returned material authorizations, 17.3.2

sales ledger, 11.8.4

sales order entry, 7.2.6

sales orders, 7.1.8

sales orders for customer service representatives, 8.2

sales orders with templates, 7.5.2

sales update, 16.4.4

ship confirm, 12.8.5

standard invoices, 15.2.3

standard pricing, 6.5.2

status codes, 12.5.2

substitute items, 7.6.2

templates, 3.6.2

transfer orders, 9.3.2

UCC 128 processing, 5.6.2

UCC 128 processing shipments, 12.10.2

volume-based upselling, 7.8.2

price adjustment schedule preferences, 18.4.20

price and availability information

locating, 11.7.7, 11.7.9

reviewing, 11.7.7

price groups

complex, 6.4.1.1

generating relationships, 6.4.1.3, 6.4.8

prerequisite, 6.4.2

relationship, 6.4.8

price history

notifications for upselling, 7.8.1, 8.7.1

upselling prices, 7.8.1

price levels, converting, 14.4.1

pricing

base, 14.1.1, 14.1.1.2

base prices, 6.1

changing, 14.1.1.1

converting price levels, 14.4.1

hierarchy, 6.2.1.3

kits, 7.11.1.5

overview of pricing in sales order management, 6.1

preferences, 18.4.22

reprice from scratch, 7.4.3

repricing, 14.3.1

setting up branch sales markups, 3.4.1

standard price adjustments, 6.5.1

pricing hierarchy

defining, 6.2.1.3

prerequisites, 6.2.2

setting up, 6.2.6

pricing preferences

extended terms deal, 18.4.7

gross profit margin, 18.4.10

price adjustment schedule, 18.4.20

pricing unit of measure, 18.4.21

pricing unit of measure preferences, 18.4.21, 18.4.22

Print Delivery Notes program (R42535)

processing options, 12.9.6

running, 12.9.7

Print Held Sales Orders report (R42640), 13.4.2

Print Invoices program (R42565)

overview, 15.1

processing options, 15.2.4

running, 15.2.5

Print Open Orders by Item Reports program (R42632)

overview, B.2

Print Open Sales Orders by Item program (R42632), B.12

print order acknowledgements, 12.4.2

Print Pick Slips program (R42520)

processing options, 12.6.2

running, 12.6.3

Print Sales Journal program (R42810)

processing options, 16.5.4

reviewing report, 16.5.3

Print Shipping Documents program (R42530)

processing options, 12.9.4

running, 12.9.5

print standard invoices, 15.2.1

process flow for sales order management, 1.2

processing shipments, UCC 128 prerequisites, 12.10.2

procurement integration, 1.3.6

product allocation (branch) preferences

overview, 18.4.24

technical considerations, 18.4.24.1

product allocation preferences

overview, 18.4.23

technical considerations, 18.4.23.1

product hierarchies

self-service orders, 3.8.4

setting up, 3.8.8

Product Hierarchy Revisions form, 3.8.8

promised delivery dates, 7.9.3

promotional items

entering, 7.6.4

entering for customer service representatives, 8.6.1

entering on sales orders, 7.6.1

overview, 7.6.1

overview for customer service representatives, 8.6.1

prerequisites, 7.6.2

proposals, 7.1.5

purchase orders

direct ship orders, 9.4.1

maintaining integrity with sales orders, 9.4.2

Purge Audit Log program (R42420)

processing options, 16.7.10

usage, 16.7.11

Purge Batch Receiver File program (R4001ZP), 16.7.5

Purge Detail to History program (R42996)

processing options, 16.7.8

running, 16.7.9

Purge Sales Order Header (F4201) program (R4201P)

processing options, 16.7.6

usage, 16.7.7

Purge Sales Order Transaction program (R4211Z1P), 16.7.12

Q

quality management preferences, 18.4.25

quantity information, locating, 11.7.9

quote orders

describing, 9.1, 9.6.1

entering, 9.6.1

kits, 7.11.1.4

prerequisites, 9.6.2

releasing, 11.6.1, 11.6.4

R

R004201 program

processing options, 13.3.2

running, 13.3.3

R004202 program

overview, 13.6.1

processing options, 13.6.2

running, 13.6.3

R004203 program

overview, B.2

processing options, B.5

usage, B.4

R34A1020PB program

processing options, 10.4.6

R4001ZP program, 16.7.5

R400502 program

processing options, 17.4.2

running, 17.4.1, 17.4.3

R400510 program

processing options, 17.5.2

running, 17.5.3

R40211Z program

processing options, 7.12.7

running, 7.12.8

R40400 program

processing options, 18.10.4

running, 18.10.5

R410601 program

processing options, 14.5.2

running, 14.5.3

R41816 program

processing options, 14.4.2

running, 14.4.3

R41830 program

processing options, 14.1.2

running, 14.1.3

R4201P program

processing options, 16.7.6

usage, 16.7.7

R42118 program

overview, 11.4.1

processing options, 11.4.5

usage, 11.4.4

R4211Z1P program, 16.7.12

R42420 program

processing options, 16.7.10

usage, 16.7.11

R42441 program

processing options, 4.6.7

running, 4.6.8

R42442 program

processing options, 4.6.5

running, 4.6.6

usage, 4.6.1.2

R42500 program

processing options, 12.8.9

running, 12.8.10

R42520 program

processing options, 12.6.2

running, 12.6.3

R42530 program

processing options, 12.9.4

running, 12.9.5

R42535 program

processing options, 12.9.6

running, 12.9.7

R42542 program

overview, 11.2.1

processing options, 11.2.2

R42550 program

overview, 11.3.8

processing options, 11.3.7

R42565 program, 15.1

processing options, 15.2.4

running, 15.2.5

R42600 program

overview, B.2

processing options, B.7

usage, B.6

R42611 program

overview, B.2

processing options, B.9

usage, B.8

R42620 program

overview, B.2

processing options, B.11

usage, B.10

R42632 program, B.12

overview, B.2

R42640 program

overview, 13.4.2, B.2

usage, B.13

R42800 program

automatic accounting instructions, 16.4.3

overview, 16.4.1.1, 16.4.1.8

prerequisites, 16.4.4

processing options, 16.4.5

running, 16.4.6

R42810 program

processing options, 16.5.4

reviewing report, 16.5.3

R42815 program

processing options, 3.6.6

running, 3.6.7

R42950 program

processing options, 14.3.2

running, 14.3.3

R42960 program

overview, 16.7.2

running, 16.7.4

R42995 program

processing options, 16.6.2

running, 16.6.3

R42996 program

processing options, 16.7.8

running, 16.7.9

R49700 program

processing options, 15.4.3

running, 15.4.4

R8903012E program

processing options, 4.4.2

running, 4.4.3

rating and routing, bypassing, 12.10.1.2

record reservations, 3.2

Recurring Order Information form, 7.12.6

recurring orders

manual entry, 7.12.1

processing, 7.12.8

Recurring Orders Edit and Creation program (R40211Z)

processing options, 7.12.7

running, 7.12.8

Recurring Orders program (P4004Z)

processing options, 7.12.4

usage, 7.12.5

recurring sales orders

entering, 7.12.1, 7.12.5

entering information, 7.12.6

overview, 7.12.1

related addresses

entering, 4.2.1

overview, 4.2.1, 7.2.1.1

prerequisites, 4.2.2

setting up, 4.2.1, 4.2.4

related sales and purchase orders, maintaining integrity, 9.4.2

Related Salesperson Revisions form, 3.3.7

Release Backorders – Online program (P42117)

overview, 11.4.1

processing options, 11.4.3

Release Backorders Batch program (R42118)

overview, 11.4.1

processing options, 11.4.5

Release Blankets program (P420111)

overview, 11.5.1

processing options, 11.5.3

Release Holds program (P43070)

overview, 11.3.1

processing options, 11.3.5

Release Quote Orders program (P420111)

overview, 11.6.1

processing options, 11.5.3

Repost Active Sales Orders program (R42995)

processing options, 16.6.2

running, 16.6.3

repricing

from scratch, 7.4.3

updating customer prices, 14.3.1

Return Material Authorization Defaults Revisions form, 17.2.3

Return Material Authorization Revisions program (P400511)

overview, 17.3.1

processing options, 17.3.4

returned goods authorizationsreturnedmaterial authorizations, 17.1

Returned Material Authorization Revisions form, 17.3.6

returned material authorizations

entering, 17.3.1, 17.3.6

entering credit memos, 17.3.1.2

example, 17.1.1

overview, 17.1

prerequisites, 17.3.2

purging, 17.5.1

setting up, 17.2.3

setting up defaults, 17.2.1

updating sales order status, 17.4.1

working with, 17.3.1

revenue business unit (branch) preferences

example, 18.4.27.1

overview, 18.4.27

revenue business unit preferences

example, 18.4.26.1

overview, 18.4.26

Review Global Order Promising Results form, 10.7.2

RGAreturned goods authorizations, 17.1

RMA - Update Sales Order Status program (R400502)

processing options, 17.4.2

running, 17.4.1, 17.4.3

RMA Defaults Search Sequence form, 17.2.4

RMA Purge program (R400510)

processing options, 17.5.2

running, 17.5.3

RMAreturned material authorizations, 17.1

Routing Master Resocure Set Definition form, 10.4.3

Routing Master Resource Set Detail Definition form, 10.4.4

routing options, 12.10.1.2

running special purges, 16.7.1

S

Sales Analysis Summary program (R42611)

overview, B.2

processing options, B.9

usage, B.8

sales analysis summary report, B.8

Sales Blanket Order Release program (P420111)

processing options, 11.5.3

usage, 11.5.4

sales commission preferences, 18.4.28

sales groups

calculating additional commission information, 3.3.3

setting up, 3.3.7

setting up variable commissions within a group, 3.3.7

sales history reports, B.6

sales information

selecting versions, 16.4.1.2

updating, 16.5.1

updating using interactive versions, 16.4.1.8

sales information update

batches, 16.2

journal entries, 16.2

overview, 16.4.1

reviewing the electronic mail for update errors, 16.4.1.9

selecting proof or final mode, 16.4.1.2

sales journals, 16.5.3

sales journals and reports, 16.5.1

sales ledger

information, 11.8.3

prerequisite, 11.8.4

sales ledger detail report

generating, B.6

overview, 11.8.3

Sales Ledger Inquiry program (P42025)

processing options, 9.2.4

with return material authorizations, 17.3.1

Sales Ledger Report program (R42600)

overview, B.2

processing options, B.7

usage, B.6

Sales Order Batch Price/Cost Update program (R42950)

processing options, 14.3.2

running, 14.3.3

sales order commission information, 11.9.4

Sales Order Detail Commission Lookup form, 11.9.4

sales order detail information, 7.2.2

Sales Order Detail Revisions form, 7.2.10, 7.2.11

sales order entry

overview, 7.1

prerequisites, 7.2.6

working with prepayment information, 13.4.1

Sales Order Entry program (P4210)

detail information, 7.2.2

header information, 7.2.1

processing options, 7.2.8

Sales Order Entry program (P42101)

detail information, 8.3.2

header information, 8.3.1

processing options, 8.3.5

Sales Order Header Commission Lookup form, 11.9.4

Sales Order Header form, 7.2.9

sales order header information

entering, 7.2.9

entering for customer service representatives, 8.3.7

purging, 16.7.7

working with, 7.2.1

sales order information

copying, 7.4, 7.4.2

duplicating, 7.4.2

duplicating prerequisite, 7.4.4

reviewing, 11.8.2

updating, 7.4

sales order item information

entering, 7.2.10

entering for customer service representatives, 8.3.8

sales order management

business processes, 1.2

implementation steps, 1.4, 1.4.2

integration, 1.3

overview, 1.1

process flow, 1.2

Sales Order Speed Status Update Additional Selections form, 12.5.5

sales orders

adding customer segment items, 7.7.4

batch mode, 7.12.1, 7.12.1

billing information, 12.1, 12.4.1, 12.4.2

by-passing, 16.6.1.3

configured items, 7.11.3, 7.11.3.1

confirming shipments, 12.8.1

copying, 7.4.7, 8.4.1, 8.4.3

creating shipments, 12.10.1.2

customer account information, 12.1

detail information, 7.1.2, 7.2.2

end of day processing, 16.1

entering commission information, 7.2.1.3

entering for matrix items, 7.13.4

entering using templates, 7.5.4

header information, 7.1.2, 7.2.1

holding, 11.2.1

invoices, 15.1

item information, 12.1

kits, 7.11.1

locating item information, 11.7.9

maintaining integrity with purchase orders, 9.4.2

matrix items, 7.13.1

overview, 7.1

pick slips, 12.6.1

prerequisite, copying, 7.4.4

prerequisites, 7.1.8

pricing, 6.1

programs, 7.1.1

purging transactions, 16.7.12

recommiting, 16.6.1.4

recommitting future, 16.6.1.1

recurring, 7.12.1, 7.12.1

releasing held orders, 13.4.2

releasing orders on hold, 11.3.6

reposting, 16.6.1

reprice from scratch, 7.4.3

restoring active, 16.6.1.2

reviewing, 11.8.2, 11.8.7

reviewing commission information, 11.9.4

reviewing customer account information, 11.8.1

reviewing item information, 11.7.7, 11.7.9

substituting items, 7.6.1

types of, 7.12.1

updated tables, 7.1.2

updating sales information, 16.4.1, 16.4.1.2, 16.4.1.2

using templates, 7.5.1, 8.5.1

sales orders for customer service representatives

configured items, 8.11.1

detail information, 8.3.2

header information, 8.3.1

kits, 8.11.1

overview, 8.1

prerequisites, 8.2

substituting items, 8.6.1

templates, 8.5.1

sales orders with templates

entering, 7.5.1

prerequisites, 7.5.2

sales price based on data preferences, 18.4.29

sales price level conversions, 14.4.1

sales proposals, 7.1.5

Sales Update program (R42800)

automatic accounting instructions, 16.4.3

overview, 16.4.1.1, 16.4.1.8

prerequisites, 16.4.4

processing options, 16.4.5

running, 16.4.6

scheduled invoice date calculation example, 15.3.1.3

Scheduled Invoice Date form, 15.3.4

segment codes, assigning to customers, 4.6.1.1

self-service setup

addressing security issues, 3.8.2

product hierarchy, 3.8.4

setting up for Sales Order Management, 3.8.1

semi-monthly invoicing, 15.3.1.2

Serial Number Inquiry program (P4220)

overview, 12.7.3

processing options, 12.7.5

serial numbers

accessing during purchase order receipts, 12.7.2.2

entering during initial item entry, 12.7.2.1

entering during sales order entry, 12.7.2.3

entering during shipment confirmation, 12.7.2.4

entering information during confirmation, 12.8.2.3

processing during shipment confirmation, 12.8.8

processing in distribution systems, 12.7.2

processing overview, 12.7.1

processing requirements, 7.2.2.4

setup for a branch/plant, 12.7.3

serial shipping container code

bar code labels, 5.3.3

structure, 5.2.3

Settle Prepayment Transactions program (R004202)

overview, 13.6.1

processing options, 13.6.2

running, 13.6.3

setup

automatic accounting instructions, 2.4.1

branch sales markups, 3.4.1

commissions, 3.3.1

commissions constants, 3.3.3

customer billing instructions, 4.3.1

customer information, 4.1

flexible account numbers, 3.5.1, 3.5.4

order activity rules, 2.6.1

order holds, 3.7.1

order line types, 2.5

order templates, 3.6.1

pricing, 6.1

ship ascending dates, 12.8.1.3

ship confirm

additional processes, 12.8.2

prerequisites, 12.8.5

Ship Confirm Batch Application program (R42500)

overview, 12.8.4

processing options, 12.8.9

running, 12.8.10

Shipment Confirmation form, 12.8.8

Shipment Confirmation program (P4205)

processing options, 12.8.7

usage, 12.8.8, 12.10.5

Shipment Revisions form, 12.10.5

shipment, packaging, and UCC 128 shipments, entering information, 12.10.5

shipments

confirming, 12.8.1

processing for UCC 128, 12.10.1

T

tare and pack information, 12.8.3

tax information

changing, 7.2.2.3

invoices, 15.2.1.3

overview, 4.3.1.2

templates

creating standard, 3.6.1.1, 3.6.5

entering sales orders, 7.5.1, 7.5.4

for customer service representatives, 8.5.1

prerequisites, 3.6.2

system-generated, 3.6.7, 16.7.9

updating, 3.6.1.2

test results, confirming for shipped items, 12.8.2.4

text line types, 2.5.1.1

text lines

purging active lines, 16.7.2

purging closed lines, 16.7.2

trade discounts

overview, 6.5.1.2

setting up, 6.5.7

transaction processing, 12.3

transaction status

reviewing, B.3

updating manually, 13.5.1, 13.5.3

transfer orders

confirming shipments, 12.8.1.4

describing, 9.1, 9.3.1

entering, 9.3.4

prerequisite, 9.3.2

restrictions for kits, 7.11.1.7, 9.3.1

using in-transit accounting in shipment confirmation, 12.8.1.4

Transfers - Sales Order Detail Revisions form, 9.3.4

transportation management integration, 1.3.7

U

UCC 128

aggregate SCCs, 5.6.1.2

bar code labels, 5.3

hierarchical configurations diagram, 5.4.1

identification codes, 5.2

item information, 5.6.1

item information prerequisites, 5.6.2

overview, 5.1

package indicators, 5.6.1.1

preparing the shipment, 12.10.1.1

processing shipments, 12.10.1

processing shipments prerequisites, 12.10.2

serial shipping container codes, 5.2.3

setting up hierarchical configurations, 5.4

setting up item information, 5.6.4

shipment information, 12.10.5

shipping, 12.10.1

shipping container codes, 5.2.2

tare and pack information, 12.8.3

understanding compliance procedures, 5.1

universal product codes, 5.2.1

UDCuser-defined codes, 2.2

universal product code

bar code labels, 5.3.1

structure, 5.2.1

Update Buying Segment Codes program (R42442)

processing options, 4.6.5

running, 4.6.6

usage, 4.6.1.2

update customer sales, 16.4.1

journal batches, 16.2

reviewing electronic mail for errors, 16.4.1.9

selecting proof or final mode, 16.4.1.2

Update Customer Sales program (R42800)

overview, 16.4.1.1

processing options, 16.4.5

Update Status Code program (P42040), 12.5.5

updating customer prices, 14.3.1

upselling notifications

activating, 7.8.1

activating for customer service representatives, 8.7.1

upselling prices, 7.8.1

user defined price code preferences, 18.4.30

user-defined codes

invoice cycles, 15.3.1.5

setting up, 2.2

V

VCP Planning BOM Creation program (R34A1020PB)

processing options, 10.4.6

volume-based upselling

activating notifications, 7.8.1

activating notifications for customer service representatives, 8.7.1

creating prices, 7.8.1

prerequisites, 7.8.2

W

weekly invoicing, 15.3.1.2

Worck Center Resource Set Detail Definition form, 10.4.5

Work With Held Orders form, 11.3.6

Work With Item Availability form, 11.7.9

Work With Price and Availability form, 11.7.7

Work With Pricing Rules form, 6.5.5, 6.5.6

Work with Return Material Authorization program (P40051)

overview, 17.1, 17.3.1

processing options, 17.3.5

Work With Sales Ledger Inquiry form, 9.2.5

Work With Sales Order Headers form, 7.4.6, 7.4.7

Work with Shipments program (P4915)

overview, 12.10.1.2

processing options, 12.10.4

Work With Supply and Demand form, 11.7.12

workflow processing

during sales order entry, 8.3.3

overview, 7.2.3

Z

zero cost, 7.2.2.8

zero price, 7.2.2.8