Go to main content
1/26
Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions and Screen Images
1
Introduction to JD Edwards EnterpriseOne Sales Order Management
1.1
JD Edwards EnterpriseOne Sales Order Management Overview
1.2
JD Edwards EnterpriseOne Sales Order Management Business Processes
1.3
JD Edwards EnterpriseOne Sales Order Management Integrations
1.3.1
JD Edwards EnterpriseOne Accounts Receivable
1.3.2
JD Edwards EnterpriseOne Address Book
1.3.3
JD Edwards EnterpriseOne Bulk Stock Inventory
1.3.4
JD Edwards EnterpriseOne General Accounting
1.3.5
JD Edwards EnterpriseOne Inventory Management
1.3.6
JD Edwards EnterpriseOne Procurement
1.3.7
JD Edwards EnterpriseOne Transportation Management
1.4
JD Edwards EnterpriseOne Sales Order Management Implementation
1.4.1
Global Implementation Steps
1.4.2
Sales Order Management Implementation Steps
1.5
Business Interface Integration Objects
2
Configuring the Sales Order Management System
2.1
Understanding System Configuration for Sales Order Management
2.2
Setting Up UDCs
2.2.1
Auto TP Rollback Level - (00/AT)
2.2.2
Status Codes for Prepayments (00/SP)
2.2.3
Payment Instruments (00/PY)
2.2.4
Prepayment Special Handling Codes for 00/PY
2.2.5
Blanket/Quote Order Types (40/BT)
2.2.6
On Hand Quantity Relief (40/IU)
2.2.7
Order Templates (40/OT)
2.2.8
Cross Reference Type Code (41/DT)
2.2.9
Hold Codes (42/HC)
2.3
Setting Up Constants
2.3.1
Understanding Constants for Sales Order Management
2.3.1.1
Item Availability
2.3.1.2
System Constants
2.3.1.3
Batch Control Constants
2.3.1.4
Location Control
2.3.1.5
Location Format
2.3.1.6
Locations in Branch/Plants
2.3.2
Understanding System Setup for Taxed Prices
2.3.3
Prerequisites
2.3.4
Forms Used to Set Up Constants
2.3.5
Setting Up Branch/Plant Constants
2.3.6
Setting Up Item Availability
2.3.7
Setting Up System Constants
2.3.8
Setting Up Batch Control Constants
2.3.9
Setting Up Location Formats
2.3.9.1
Location Format Specification
2.3.9.2
Warehouse Control
2.3.10
Setting Up Locations in Branch/Plants
2.4
Setting Up AAIs for Sales Order Management
2.4.1
Understanding AAIs for Sales Order Management
2.4.1.1
Search Sequence for AAIs
2.4.1.2
AAIs for Sales Order Management
2.4.2
Forms Used to Set Up AAIs for Sales Order Management
2.4.3
Setting Up AAIs for Sales Order Management
2.5
Setting Up Order Line Types
2.5.1
Understanding Order Line Types
2.5.1.1
Adding a Message Using a Text Line Type
2.5.1.2
Assigning a Line Type for Nonstock Items
2.5.2
Forms Used to Set Up Order Line Types
2.5.3
Setting Up Order Line Types
2.6
Setting Up Order Activity Rules
2.6.1
Understanding Order Activity Rules
2.6.2
Prerequisites
2.6.3
Forms Used to Set Up Order Activity Rules
2.6.4
Setting Up Order Activity Rules
2.7
Setting Up Sales Order Automation (RTE) Filtering
2.7.1
Understanding Real-Time Events
2.7.2
Understanding Real-Time Event Filtering
2.7.3
Forms Used to Set Up Real-Time Event Filtering
2.7.4
Reviewing and Activating RTE Filters
2.7.5
Setting Up RTE Filter Details
2.8
Setting Up Revenue Recognition for Sales Order Invoices
3
Setting Up Order Processing Information
3.1
Understanding Order Processing Information
3.2
Understanding Record Reservations
3.3
Setting Up Commission Information
3.3.1
Understanding Commission Information
3.3.2
Understanding Commission Assignments
3.3.3
Understanding Commission Constants
3.3.4
Prerequisites
3.3.5
Forms Used to Set Up Commission Information
3.3.6
Setting Up Commission Constants
3.3.7
Setting Up Sales Groups
3.4
Setting Up Branch Sales Markups
3.4.1
Understanding Branch Sales Markups
3.4.2
Forms Used to Set Up Branch Sales Markups
3.4.3
Setting Up Branch Sales Markups
3.5
Defining Flexible Account Numbers
3.5.1
Understanding Flexible Account Numbers
3.5.1.1
Example: Flexible Account Number
3.5.1.2
Base Sales Order Management AAIs
3.5.1.3
Advanced Pricing AAIs
3.5.1.4
Locating Account Information from the AAI
3.5.2
Prerequisites
3.5.3
Forms Used to Define Flexible Account Numbers
3.5.4
Defining Flexible Account Numbers
3.6
Creating Order Templates
3.6.1
Understanding Order Templates
3.6.1.1
Standard Templates
3.6.1.2
Maintaining Templates
3.6.2
Prerequisites
3.6.3
Forms Used to Create Order Templates
3.6.4
Setting Processing Options for the Customer Template Revisions Program (P4015)
3.6.4.1
Display
3.6.4.2
Versions
3.6.5
Creating a Standard Template
3.6.6
Setting Processing Options for the Customer History Template Rebuild Program (R42815)
3.6.6.1
Process 1
3.6.6.2
Process 2
3.6.7
Creating a System-Generated Template
3.7
Setting Up Order Hold Information
3.7.1
Understanding Order Hold Information
3.7.1.1
Order Hold Codes
3.7.1.2
Order Hold Codes for Minimum and Maximum Order Amounts
3.7.1.3
Order Hold Codes for Credit Checking
3.7.1.4
Order Hold Codes for Inactive Customers
3.7.1.5
Order Hold Codes for Margin Checking
3.7.1.6
Order Hold Codes for Partial Order Holds
3.7.1.7
Order Hold Codes for Prepayments
3.7.2
Understanding the Assignment of Hold Codes to Orders
3.7.3
Understanding the Assignment of Hold Codes to the Customer Billing Instructions
3.7.4
Forms Used to Set Up Order Hold Information
3.7.5
Setting Up Order Hold Codes
3.8
Setting Up Self-Service Information for Sales Order Management
3.8.1
Understanding Self-Service Setup for Customers
3.8.2
Understanding Security Issues
3.8.3
Understanding Processing Options for Customer Self-Service
3.8.4
Understanding Product Hierarchy Setup for Self-Service Order Entry
3.8.5
Prerequisites
3.8.6
Forms Used to Set Up Self-Service Information for Sales Order Management
3.8.7
Setting Processing Options for the Item Hierarchy Program (P4101H)
3.8.7.1
Defaults
3.8.7.2
Process
3.8.8
Setting Up Product Hierarchies
4
Setting Up Customer Information
4.1
Understanding Customer Information
4.1.1
Mobile Enterprise Applications for Search Sales Order (Release 9.1 Update)
4.2
Setting Up Related Addresses
4.2.1
Understanding Related Addresses
4.2.1.1
Defining the Invoicing Address
4.2.1.2
Defining Default Address Types
4.2.2
Prerequisites
4.2.3
Forms Used to Set Up Related Addresses
4.2.4
Setting Up Related Addresses
4.2.5
Defining the Invoicing Address
4.2.6
Defining Default Address Types
4.3
Setting Up Customer Billing Instructions
4.3.1
Understanding Customer Billing Instructions
4.3.1.1
Credit Information
4.3.1.2
Tax Information
4.3.1.3
Taxed Prices
4.3.2
Prerequisites
4.3.3
Forms Used to Set Up Customer Billing Instructions
4.3.4
Setting Up Customer Billing Information
4.3.4.1
Billing Page 1
4.3.4.2
Billing Page 2
4.3.5
Entering Freight and Delivery Information
4.3.5.1
Billing Page 1
4.3.5.2
Billing Page 2
4.3.6
Entering Item Restrictions
4.3.7
Entering Commission Information
4.3.8
Entering Credit Information
4.3.8.1
Credit
4.4
Converting Customer Limit Amounts
4.4.1
Understanding Currency Conversion for Customer Limit Amounts
4.4.1.1
Example: Rounding Converted Limit Amounts
4.4.2
Setting Processing Options for the Address Book Conversion - F03012 Program (R8903012E)
4.4.2.1
Update
4.4.2.2
Currency
4.4.2.3
Rounding
4.4.3
Running the Address Book Conversion - F03012 Program
4.5
Setting Up Date-Sensitive Customer Sets
4.5.1
Understanding Date-Sensitive Customer Sets
4.5.2
Prerequisites
4.5.3
Forms Used to Set Up Date-Sensitive Customer Sets
4.5.4
Setting Up Date-Sensitive Customer Sets
4.6
Setting Up Customer Buying Segments
4.6.1
Understanding Customer Segment Based Selling
4.6.1.1
Assigning Buying Segment Codes to Customers
4.6.1.2
Updating Buying Segment Codes
4.6.1.3
Building Customer Segment Items
4.6.1.4
Prerequisites
4.6.2
Forms Used to Assign Buying Segments to Customers
4.6.3
Setting Processing Options for the Customer Segment Items Program (P42440)
4.6.3.1
Defaults
4.6.4
Assigning Buying Segment Codes to Customers
4.6.5
Setting Processing Options for the Update Buying Segment Codes Program (R42442)
4.6.5.1
Defaults
4.6.6
Running the Update Buying Segment Codes Program
4.6.7
Setting Processing Options for the Build Customer Segment Items Program (R42441)
4.6.7.1
Defaults
4.6.8
Running the Build Customer Segment Items Program
5
Setting Up UCC 128 Compliance
5.1
Understanding UCC 128 Compliance
5.2
Understanding UCC Identification Codes
5.2.1
Universal Product Code
5.2.2
Shipping Container Code
5.2.3
Serial Shipping Container Code
5.3
Understanding Bar Code Labels
5.3.1
Bar Code Labels for UPC/EAN-13
5.3.2
Bar Code Labels for SCC-14/EAN-14
5.3.3
Bar Code Labels for SSCC-18
5.4
Setting Up Hierarchical Configurations
5.4.1
Understanding Hierarchical Configurations
5.4.2
Form Used to Set Up Hierarchical Configurations
5.4.3
Setting Up Hierarchical Configurations
5.5
Setting Up Shipping Information
5.5.1
Understanding Shipping Labels
5.5.2
Form Used to Set Up Shipping Information
5.5.3
Setting Up Shipping Information
5.6
Setting Up Item Information for UCC 128
5.6.1
Understanding Item Information for UCC 128
5.6.1.1
Package Indicators
5.6.1.2
Aggregate SCCs
5.6.2
Prerequisites
5.6.3
Forms Used to Set Up Item Information for UCC 128
5.6.4
Setting Up Item Information for UCC 128
6
Setting Up Base and Standard Pricing
6.1
Understanding Pricing
6.2
Setting Up a Base Pricing Structure
6.2.1
Understanding Base Pricing Structure
6.2.1.1
Customer Price Groups
6.2.1.2
Item Price Groups
6.2.1.3
Pricing Hierarchy
6.2.2
Prerequisites
6.2.3
Forms Used to Set Up a Base Pricing Structure
6.2.4
Assigning a Customer Pricing Group to a Customer
6.2.5
Assigning an Item Pricing Group to an Item
6.2.6
Setting Up the Pricing Hierarchy
6.3
Setting Up Base Prices
6.3.1
Understanding Base Prices
6.3.2
Prerequisite
6.3.3
Forms Used to Set Up Base Prices
6.3.4
Setting Up Base Prices
6.4
Setting Up Complex Price Groups
6.4.1
Understanding Complex Price Groups
6.4.1.1
Customer Groups
6.4.1.2
Item Groups
6.4.1.3
Price Group Relationship Generation
6.4.2
Prerequisite
6.4.3
Forms Used to Set Up Complex Price Groups
6.4.4
Setting Up Complex Price Groups
6.4.5
Assigning a Customer to a Price Group
6.4.6
Setting Up Complex Item Groups
6.4.7
Assigning an Item to an Item Group
6.4.8
Generating Price Group Relationships
6.5
Setting Up Standard Price Adjustments
6.5.1
Understanding Standard Price Adjustments
6.5.1.1
Inventory Pricing Rules
6.5.1.2
Trade Discounts
6.5.1.3
Contract Pricing
6.5.2
Prerequisites
6.5.3
Forms Used to Set Up Standard Price Adjustments
6.5.4
Setting Up Standard Pricing Adjustments
6.5.5
Setting Up Inventory Pricing Rules
6.5.6
Assigning Pricing Rules to Customers and Customer Groups
6.5.7
Setting Up Trade Discounts
7
Entering Sales Orders
7.1
Understanding Sales Order Entry
7.1.1
Sales Order Entry Programs
7.1.2
Sales Order Information
7.1.2.1
Alternate Tax Rate/Area Assignment for Sales Orders (Release 9.1 Update)
7.1.2.1.1
Error Handling
7.1.2.1.2
User Actions
7.1.3
Multicurrency
7.1.4
Order Holds
7.1.5
Sales Proposals
7.1.6
Taxed Prices
7.1.7
Mobile Enterprise Applications for Sales Order Information (Release 9.1 Update)
7.1.8
Prerequisites
7.2
Entering Sales Order Header and Detail Information
7.2.1
Understanding Sales Order Header Information
7.2.1.1
Related Addresses
7.2.1.2
Reviewing Credit Information
7.2.1.3
Entering Commission Information
7.2.2
Understanding Sales Order Detail Information
7.2.2.1
Enter Item Information
7.2.2.2
Retrieve Base Price
7.2.2.3
Change Tax Information
7.2.2.4
Process Serial Number Requirements
7.2.2.5
Enter Commission Information
7.2.2.6
Enter Default Line Information
7.2.2.7
Assign Agreements to a Sales Order
7.2.2.8
Zero Cost and Zero Price
7.2.2.9
Override Order Address
7.2.2.10
Hard Commit Inventory
7.2.3
Understanding Workflow Processing During Sales Order Entry
7.2.4
Understanding Activating Subsystem Processing
7.2.5
Understanding Customer Self-Service Order Entry
7.2.6
Prerequisites
7.2.7
Forms Used to Enter Sales Order Header and Detail Information
7.2.8
Setting Processing Options for Sales Order Entry (P4210)
7.2.8.1
Defaults
7.2.8.2
Duplication
7.2.8.3
Order Holds
7.2.8.4
Display
7.2.8.5
Commitment
7.2.8.6
Currency
7.2.8.7
Process
7.2.8.8
Cross Ref (cross-reference)
7.2.8.9
Versions
7.2.8.10
Preference
7.2.8.11
Transfers
7.2.8.12
Order Inquiry
7.2.8.13
Warehouse
7.2.8.14
Store & Fwd (Store and Forward) (Release 9.1 Update)
7.2.8.15
Workflow
7.2.8.16
Multiples
7.2.8.17
Interbranch
7.2.8.18
Interop (interoperability)
7.2.8.19
Prepayment
7.2.8.20
Audit Log
7.2.8.21
Volume Upsell
7.2.8.22
Profit Margin
7.2.8.23
Promotion ID
7.2.8.24
Order Promising
7.2.8.25
Product Variants
7.2.8.26
Fulfillment Management
7.2.8.27
Style
7.2.8.28
Production No.
7.2.9
Entering Sales Order Header Information
7.2.10
Entering Sales Order Item Information
7.2.11
Entering Default Line Information
7.2.11.1
Line Defaults
7.2.12
Entering Cross-Docking Information
7.2.12.1
Cross Dock Order
7.3
Entering Sales Orders with Taxed Prices
7.3.1
Understanding Taxed Prices for Sales Orders
7.3.2
Understanding Taxed Prices Calculations
7.3.2.1
Example 1: Sales Order with a Unit Price
7.3.2.2
Example 2: Sales Order in which the Taxed Unit Price is Entered by the User
7.3.2.3
Example 3: Sales Order in which the Taxed Extended Price is Entered by the User
7.3.2.4
Example 4: Sales Order with a Foreign Unit Price
7.3.2.5
Example 5: Sales Order in which the Foreign Taxed Unit Price Entered by the User
7.3.2.6
Example 6: Sales Order in which the Foreign Taxed Extended Price is Entered by the User
7.3.3
Understanding System Validations when Using Taxed Prices for Sales Orders
7.3.4
Understanding Considerations when Using Taxed Prices for Sales Orders
7.3.4.1
Audit Logging and Approval Processes
7.3.4.2
Calculating Profit Margins
7.3.4.3
Calculating the Sales Order Total
7.3.4.4
Setting Advanced Preferences
7.3.4.5
Setting Processing Options For the Sales Order Entry Programs
7.3.4.6
Copying a Sales Order with Taxed Prices
7.3.4.7
Entering Kit and Configured Items
7.3.4.8
Entering Transfer and Intercompany Orders
7.3.4.9
Entering Blanket Orders
7.3.4.10
Credit Order from History
7.3.4.11
Vertex Quantum (Q Series) Sales and Use Tax
7.3.5
Prerequisites
7.3.6
Form Used to Work with Taxed Prices in the Sales Order Entry Program (P42101)
7.3.7
Setting Up Taxed Prices for Sales Orders
7.3.8
Reviewing Taxed Prices on a Summarized Sales Order Header
7.4
Updating and Copying Sales Order Information
7.4.1
Understanding the Process to Update Header Information to the Detail Form
7.4.2
Understanding Copying Sales Orders
7.4.3
Understanding Repricing
7.4.3.1
Taxed Prices in the Order and Basket Level Pricing Report (R42750)
7.4.3.2
Record Reservation (Release 9.1 Update)
7.4.4
Prerequisite
7.4.5
Form Used to Update and Copy Sales Order Information
7.4.6
Updating Header Information
7.4.7
Copying Sales Orders
7.4.8
Setting Processing Options for the Order and Basket Level Repricing Program (R42750)
7.4.8.1
Record Selection
7.4.8.2
Default Values
7.4.8.3
Update Options
7.4.8.4
Process
7.5
Entering Sales Orders with Templates
7.5.1
Understanding the Use of Templates with Order Processing
7.5.2
Prerequisites
7.5.3
Forms Used to Enter Sales Orders with Templates
7.5.4
Entering Sales Orders Using Templates
7.6
Entering Substitute, Associated, and Promotional Items
7.6.1
Understanding Substitute, Associated, and Promotional Items
7.6.2
Prerequisites
7.6.3
Forms Used to Enter Substitute, Associated, and Promotional Items
7.6.4
Entering Substitute, Associated, and Promotional Items
7.7
Using Customer Segment Based Selling
7.7.1
Understanding How to Use Customer Segment Based Selling on Sales Orders
7.7.2
Prerequisites
7.7.3
Form Used to Add Customer Buying Segment Items to Sales Orders
7.7.4
Adding Customer Buying Segment Items to Sales Orders
7.8
Creating Volume-Based Upselling Prices
7.8.1
Understanding Volume-Based Upselling
7.8.1.1
Creating Volume-Based Upselling Prices
7.8.2
Prerequisites
7.8.3
Forms Used to Create Volume-Based Upselling Prices
7.9
Promising Orders in Sales Order Entry
7.9.1
Understanding Order Promising
7.9.1.1
Generating Delivery Proposals with Order Promising
7.9.1.2
Configuring Order Promising Proposals
7.9.1.3
Order Promising UDCs
7.9.2
Forms Used to Promise Orders in Sales Order Entry
7.9.3
Selecting the Promised Delivery Dates
7.10
Generating the Audit Log and Approval Processing
7.10.1
Understanding the Audit Log
7.10.2
Understanding Approval Processing
7.10.3
Prerequisites
7.10.4
Forms Used to Generate the Audit Log and Approval Processing
7.10.5
Reviewing the Audit Log
7.11
Entering Orders for Kits and Configured Items
7.11.1
Understanding Kits
7.11.1.1
Kit Components
7.11.1.2
Kit Example: Feature
7.11.1.3
Item Cross-Reference
7.11.1.4
Blanket and Quote Orders
7.11.1.5
Pricing
7.11.1.6
Work Orders for Kits
7.11.1.7
Kit Restrictions
7.11.2
Understanding Kit Processing
7.11.2.1
Individually Processing Components
7.11.2.2
Canceling Kits
7.11.2.3
Kit Work Order Processing
7.11.3
Understanding Configured Items
7.11.3.1
Configured Item Orders
7.11.4
Prerequisites
7.11.5
Forms Used to Enter Orders for Kits and Configured Items
7.11.6
Selecting Kit Components
7.11.7
Selecting Configured Item Attributes
7.12
Processing Recurring Sales Orders
7.12.1
Understanding Recurring Sales Orders
7.12.2
Understanding Taxed Prices in Recurring Sales Orders
7.12.2.1
Taxed Prices in the Recurring Orders Edited Creation Report (R40211Z)
7.12.3
Forms Used to Process Recurring Sales Orders
7.12.4
Setting Processing Options for the Recurring Orders Program (P4004Z)
7.12.4.1
Defaults
7.12.4.2
Versions
7.12.4.3
Process
7.12.4.4
Customer Self Service
7.12.5
Creating Recurring Sales Orders
7.12.6
Entering Recurring Sales Order Information
7.12.7
Setting Processing Options for the Recurring Orders Edit and Creation Program (R40211Z)
7.12.7.1
Process
7.12.7.2
Versions
7.12.7.3
Configurator
7.12.8
Processing Recurring Orders
7.13
Entering Sales Orders for Matrix Items
7.13.1
Understanding Entering Sales Orders for Matrix Items
7.13.2
Prerequisite
7.13.3
Forms Used to Enter Sales Orders for Matrix Items
7.13.4
Entering Sales Orders for Matrix Items
8
Entering Sales Orders for Customer Service Representatives
8.1
Understanding Sales Order Entry for Customer Service Representatives
8.2
Prerequisites
8.3
Entering Sales Order Header and Detail Information
8.3.1
Understanding Sales Order Header Information
8.3.1.1
Edit Full Header
8.3.2
Understanding Sales Order Detail Information
8.3.3
Understanding Workflow Processing During Sales Order Entry
8.3.4
Forms Used to Enter Sales Order Information
8.3.5
Setting Processing Options for the Sales Order Entry Program (P42101)
8.3.5.1
Display
8.3.5.2
Order Inquiry
8.3.5.3
Versions
8.3.5.4
Task Flow
8.3.6
Using Real-Time Summarization in the Sales Order Entry Program (P42101)
8.3.7
Entering Sales Order Header Information
8.3.8
Entering Sales Order Item Information
8.3.9
Entering Default Line Information
8.4
Copying Sales Orders
8.4.1
Understanding Copying Sales Orders
8.4.2
Forms Used to Copy Sales Order
8.4.3
Copying Sales Orders
8.5
Entering Sales Orders with Templates
8.5.1
Understanding the Use of Templates with Order Processing
8.5.2
Forms Used to Enter Sales Orders with Templates for Customer Service Representatives
8.6
Entering Substitute, Associated, and Promotional Items
8.6.1
Understanding Substitute, Associated, and Promotional Items
8.6.2
Forms Used to Enter Substitute, Associated, and Promotional Items
8.7
Activating Notifications for Volume-Based Upselling
8.7.1
Understanding Volume-Based Upselling
8.7.2
Forms Used to Activate Notifications for Volume-Based Upselling for Customer Service Representatives
8.8
Activating Subsystem Processing in Sales Order Entry
8.8.1
Understanding Activating Subsystem Processing for Customer Service Representatives
8.9
Promising Orders in Sales Order Entry
8.9.1
Understanding Order Promising
8.9.2
Form Used to Promise Orders in Sales Order Entry for Customer Service Representatives
8.10
Generating the Audit Log and Approval Processing
8.10.1
Understanding the Audit Log
8.10.2
Forms Used to Generate the Audit Log and Approval Processing for Customer Service Representatives
8.11
Entering Orders for Kits and Configured Items
8.11.1
Understanding Kits and Configured Items
8.11.2
Forms Used to Manage Kit and Configured Item Orders
9
Entering Additional Orders
9.1
Understanding Additional Order Entry
9.2
Entering Credit Orders
9.2.1
Understanding Credit Orders
9.2.1.1
Create a Version for Credit Orders
9.2.1.2
Entering System-Generated Credit Orders
9.2.1.3
Working with Taxed Prices
9.2.2
Prerequisite
9.2.3
Forms Used to Enter Credit Orders
9.2.4
Setting Processing Options for the Sales Ledger Inquiry Program (P42025)
9.2.4.1
Defaults
9.2.4.2
Credit Memo
9.2.4.3
Versions
9.2.5
Entering Credit Orders from History
9.3
Entering Transfer Orders
9.3.1
Understanding Transfer Orders
9.3.2
Prerequisite
9.3.3
Forms Used to Enter Transfer Orders
9.3.4
Entering Transfer Orders
9.4
Entering Direct Ship Orders
9.4.1
Understanding Direct Ship Orders
9.4.2
Understanding Integrity Between Related Sales and Purchase Orders
9.4.2.1
Receipts
9.4.2.2
Voucher Match
9.4.3
Prerequisites
9.4.4
Forms Used to Enter Direct Ship Orders
9.5
Entering Blanket Orders
9.5.1
Understanding Blanket Orders
9.5.1.1
Blanket Orders for Kits
9.5.2
Prerequisites
9.5.3
Forms Used to Enter Blanket Orders
9.6
Entering Quote Orders
9.6.1
Understanding Quote Orders
9.6.1.1
Quote Orders for Kits
9.6.2
Prerequisites
9.6.3
Forms Used to Enter Quote Orders
9.7
Entering Interbranch and Intercompany Orders
9.7.1
Understanding Interbranch and Intercompany Orders
9.7.2
Understanding Default Information for Interbranch Orders
9.7.3
Understanding Interbranch Order Entry
9.7.3.1
Creating Intercompany Orders During Shipment Confirmation
9.7.4
Prerequisites
9.7.5
Forms Used to Enter Interbranch and Intercompany Orders
9.7.6
Entering Interbranch Orders
10
Integrating with Oracle Global Order Promising (Release 9.1 Update)
10.1
Understanding JD Edwards EnterpriseOne Integration with Oracle Global Order Promising
10.2
Activating the JD Edwards EnterpriseOne Integration to Oracle Global Order Promising
10.2.1
Understanding the Activation of JD Edwards EnterpriseOne Integration to Oracle Global Order Promising
10.2.2
Form Used to Activate JD Edwards EnterpriseOne Integration with Oracle Global Order Promising
10.2.3
Activating JD Edwards EnterpriseOne Integration with Oracle Global Order Promising
10.3
Understanding JD Edwards EnterpriseOne Configuration
10.4
Setting Up Resources
10.4.1
Forms Used to Set Up Resources
10.4.2
Setting Up Master Planning Resources
10.4.3
Attaching Work Center Resources to Routing Steps
10.4.4
Revising Routing Master Resource Set Definition Detail
10.4.5
Editing Work Center Resources
10.4.6
Setting Processing Options for the VCP Planning BOM Creation Program (R34A1020PB)
10.4.6.1
Process
10.5
Setting Up Items for GOP Processing
10.5.1
Understanding Item Setup for GOP Processing
10.5.2
Form Used to Setup Items for GOP Processing
10.5.3
Setting Up Items for GOP Processing
10.5.4
Configured Items
10.6
Setting Up Available to Promise (ATP) Rules
10.6.1
Understanding ATP Rules
10.6.2
Form Used to Set Up ATP Rules
10.6.3
Setting Up ATP Rules
10.7
Reviewing Global Order Promising Results
10.7.1
Form Used to Review Global Order Promising Results
10.7.2
Reviewing Global Order Promising Results
10.8
Setting Up GOP Business Services (Release 9.1 Update)
10.8.1
Understanding Web Services (WSC) Callout
10.8.2
Configuring the GOP Processor
10.8.2.1
GOP JAXRPC Processor Business Service (JC34A010)
10.8.2.2
GOP JAXWS Processor Business Service (JC490020)
10.8.3
Setting Up Soft Coding Templates
10.8.4
Setting Up Web Service Soft Coding Records
11
Holding, Releasing, and Reviewing Orders
11.1
Understanding Order Holds and Releases
11.1.1
Prerequisite
11.2
Holding Orders
11.2.1
Understanding Holding Orders
11.2.1.1
Record Reservation (Release 9.1 Update)
11.2.2
Setting Processing Options for the Batch Credit Hold Program (R42542)
11.2.2.1
Defaults
11.3
Releasing Held Orders
11.3.1
Understanding Order Releases
11.3.2
Mobile Applications for Reviewing and Releasing Sales Held Orders (Release 9.1 Update)
11.3.3
Prerequisites
11.3.4
Forms Used to Release Held Orders
11.3.5
Setting Processing Options for the Release Holds Program (P43070)
11.3.5.1
Defaults
11.3.5.2
Display
11.3.5.3
Versions
11.3.5.4
Process
11.3.5.5
Warehouse
11.3.5.6
Prepayment
11.3.6
Releasing Orders on Hold
11.3.7
Setting Processing Options for the Batch Release Credit Holds Program (R42550)
11.3.7.1
Defaults
11.3.7.2
Print
11.3.8
Releasing Credit Holds in Batch
11.3.8.1
Record Reservation (Release 9.1 Update)
11.4
Releasing Backorders
11.4.1
Understanding Backorder Releases
11.4.1.1
Releasing Backorders in a Batch
11.4.1.2
Releasing Backorders for Kits
11.4.1.3
Releasing Backorders with Taxed Prices
11.4.2
Forms Used to Release Backorders Online
11.4.3
Setting Processing Options for the Release Backorders - Online Program (P42117)
11.4.3.1
Defaults
11.4.3.2
Display
11.4.3.3
Edits
11.4.3.4
Process
11.4.3.5
Order Holds
11.4.3.6
Print
11.4.3.7
Versions
11.4.3.8
Warehouse
11.4.4
Releasing Backorders Online
11.4.5
Setting Processing Options for the Backorder Release and Report Program (R42118)
11.4.5.1
Defaults
11.4.5.2
Edits
11.4.5.3
Process
11.4.5.4
Order Holds
11.4.5.5
Print
11.4.5.6
Versions
11.4.5.7
Warehousing
11.4.6
Releasing Backorders in Batch
11.5
Releasing Blanket Orders
11.5.1
Understanding Blanket Order Release
11.5.1.1
Releasing Blanket Order for Kits
11.5.1.2
Releasing Blanket Orders with Taxed Prices
11.5.2
Forms Used to Release Blanket Orders
11.5.3
Setting Processing Options for the Sales Blanket Order Release Program (P420111)
11.5.3.1
Default
11.5.3.2
Display
11.5.3.3
Version
11.5.3.4
Customer Self Service
11.5.4
Releasing Blanket Orders
11.6
Releasing Quote Orders
11.6.1
Understanding Quote Order Release
11.6.1.1
Quote Order Release for Kits
11.6.2
Mobile Enterprise Applications for Quote Review and Release (Release 9.1 Update)
11.6.3
Forms Used to Release Quote Orders
11.6.4
Releasing Quote Orders
11.7
Reviewing Item Information
11.7.1
Mobile Enterprise Applications for Reviewing Customer Order Information (Release 9.1 Update)
11.7.2
Understanding Item Information
11.7.3
Understanding Supply and Demand
11.7.4
Prerequisite
11.7.5
Forms Used to Review Item Information
11.7.6
Setting Processing Options for the Check Price and Availability Program (P4074)
11.7.6.1
Process
11.7.7
Reviewing Standard Price and Availability Information
11.7.8
Setting Processing Options for the Item Availability Program (P41202)
11.7.8.1
Versions
11.7.8.2
Display
11.7.8.3
Lot Options
11.7.9
Locating Quantity Information
11.7.10
Reviewing Availability Calculations
11.7.11
Setting Processing Options for the Supply and Demand Inquiry Program (P4021)
11.7.11.1
Process
11.7.11.2
Display
11.7.11.3
Versions
11.7.12
Reviewing Supply and Demand Information
11.8
Reviewing Customer and Sales Information
11.8.1
Understanding Customer Account Information
11.8.2
Understanding Sales Order Information
11.8.2.1
Sales Orders in an As If Currency
11.8.3
Understanding Sales Ledger Information
11.8.4
Prerequisites
11.8.5
Forms Used to Review Customer and Sales Information
11.8.6
Reviewing Customer Account Information
11.8.7
Reviewing Sales Orders
11.8.8
Setting Processing Options for the Delivery Notes Inquiry Program (P42290)
11.8.8.1
Versions
11.9
Reviewing Commission Information
11.9.1
Understanding Commission Information
11.9.2
Prerequisites
11.9.3
Forms Used to Review Commission Information
11.9.4
Reviewing Commission Information
11.9.5
Reviewing Commission Accruals
12
Processing Sales Orders
12.1
Understanding Sales Order Information
12.2
Understanding Sales Order Processing
12.3
Understanding Transaction Processing
12.4
Working with Billing Information
12.4.1
Understanding Online Invoices
12.4.1.1
Taxed Prices
12.4.2
Understanding Order Acknowledgment Printing
12.4.3
Forms Used to Work with Billing Information
12.4.4
Setting Processing Options for the Online Invoice Inquiry Program (P42230)
12.4.4.1
Defaults
12.4.4.2
Freight
12.4.4.3
Versions
12.4.4.4
Commissions
12.4.5
Printing Order Acknowledgements
12.5
Updating Status Codes
12.5.1
Understanding Status Codes
12.5.2
Prerequisite
12.5.3
Forms Used to Update Status Codes
12.5.4
Setting Processing Options for the Status Code Update Program (P42040)
12.5.4.1
Defaults
12.5.4.2
Versions
12.5.4.3
Warehouse
12.5.5
Updating Status Codes
12.6
Printing Picking Documents
12.6.1
Understanding Types of Picking Documents
12.6.1.1
Taxed Prices
12.6.1.2
Transaction Processing (Release 9.1 Update)
12.6.2
Setting Processing Options for the Print Pick Slips Program (R42520)
12.6.2.1
Edits
12.6.2.2
Display
12.6.2.3
Process
12.6.2.4
Currency
12.6.2.5
Versions
12.6.3
Printing Pick Slips
12.7
Processing Serial Number Information
12.7.1
Understanding Serial Number Processing
12.7.2
Understanding Serial Number Processing in the Distribution System
12.7.2.1
Serial Number Requirements During Initial Item Entry
12.7.2.2
Serial Number Access During Purchase Order Receipts
12.7.2.3
Serial Number Entry During Order Entry
12.7.2.4
Serial Number Entry During Shipment Confirmation
12.7.3
Understanding Serial Number Setup for a Branch/Plant
12.7.4
Forms Used to Process Serial Number Information
12.7.5
Setting Processing Options for the Serial Number Inquiry Program (R4220)
12.7.5.1
Defaults
12.7.5.2
Versions
12.8
Confirming Shipments
12.8.1
Understanding Shipment Confirmations
12.8.1.1
Partial Order Quantities for Kits and Configured Items
12.8.1.2
JD Edwards EnterpriseOne Transportation and Kits
12.8.1.3
Ship Ascending Dates
12.8.1.4
In-Transit Accounting for Transfer Orders in Shipment Confirmation
12.8.1.5
Taxed Prices
12.8.1.6
Alternate Tax Rate/Area Assignment Functionality in the Shipment Confirmation Process (Release 9.1 Update)
12.8.2
Understanding Additional Order Processing During Ship Confirm
12.8.2.1
Updating On-Hand Inventory
12.8.2.2
Load and Delivery Confirmation
12.8.2.3
Entering Serial Number Information During Confirmation
12.8.2.4
Confirming Test Results for Shipped Items
12.8.3
Understanding Tare and Pack Information
12.8.4
Understanding the Ship Confirm Batch Application
12.8.5
Prerequisites
12.8.6
Forms Used to Confirm Shipments
12.8.7
Setting Processing Options for the Shipment Confirmation Program (P4205)
12.8.7.1
Selection
12.8.7.2
Defaults
12.8.7.3
Display
12.8.7.4
Edits
12.8.7.5
Process
12.8.7.6
Freight
12.8.7.7
Print
12.8.7.8
Versions
12.8.7.9
Warehouse
12.8.7.10
Quality
12.8.7.11
Agreements
12.8.7.12
Interop
12.8.7.13
Bulk
12.8.7.14
InterBranch
12.8.7.15
Prepayment
12.8.7.16
Carton Detail
12.8.8
Confirming Shipments
12.8.9
Setting Processing Options for the Ship Confirm Batch Application Program (R42500)
12.8.9.1
Rec Selection
12.8.9.2
Process
12.8.10
Running the Ship Confirm Batch Application
12.9
Printing Shipping Documents
12.9.1
Understanding Bills of Lading
12.9.2
Understanding Delivery Notes
12.9.3
Prerequisites
12.9.4
Setting Processing Options for the Print Shipping Documents Program (R42530)
12.9.4.1
Default 1
12.9.4.2
Defaults 2
12.9.4.3
Process
12.9.4.4
Print
12.9.4.5
Currency
12.9.5
Printing Bills of Lading
12.9.6
Setting Processing Options for the Print Delivery Notes Program (R42535)
12.9.6.1
Defaults
12.9.6.2
Display
12.9.6.3
Display 1
12.9.6.4
Item Number
12.9.6.5
Process
12.9.6.6
Currency
12.9.7
Printing Delivery Notes
12.10
Processing Shipments According to UCC 128
12.10.1
Understanding Shipment Processing According to UCC 128
12.10.1.1
Prepare the Shipment
12.10.1.2
Create Shipments for Sales Orders
12.10.1.3
Confirmation Information for Packaging, UCC 128, and Shipments
12.10.2
Prerequisites
12.10.3
Forms Used to Process Shipments According to UCC 128
12.10.4
Setting Processing Options for the Work with Shipments Program (P4915)
12.10.4.1
Display
12.10.4.2
Process
12.10.4.3
Approval
12.10.4.4
Versions
12.10.4.5
Manual Shipment Consolidation
12.10.5
Entering Information for Shipment, Packaging, and UCC 128 Shipments
13
Processing Prepayments
13.1
Understanding Prepayment Processing
13.1.1
Prerequisites
13.2
Understanding Prepayment Processing Setup
13.2.1
Prepayment Status Codes
13.2.2
Prepayment Types
13.2.2.1
Hard-Coded Codes
13.2.2.2
Soft-Coded Codes
13.2.2.3
Special Handling Codes
13.2.3
Prepayment Hold Codes
13.2.3.1
Authorization Hold Codes
13.2.3.2
Settlement Hold Codes
13.3
Authorizing Credit Card Transactions
13.3.1
Understanding Credit Card Authorization
13.3.2
Setting Processing Options for the Authorize Prepayment Transactions Program (R004201)
13.3.2.1
Defaults
13.3.2.2
Holds
13.3.3
Running the Authorize Prepayment Transactions Program
13.4
Updating Prepayment Transactions
13.4.1
Work with Prepayment Information During Order Entry
13.4.2
Release Held Orders for Authorization and Settlement
13.4.3
Update Transaction Status During Shipment Confirmation
13.4.4
Print Prepayment Information on Invoices
13.4.5
Update Prepayment Information at Sales Update
13.4.6
Using Taxed Prices
13.5
Updating the Transaction Status Manually
13.5.1
Understanding Updates to the Transaction Status
13.5.1.1
Examples: Impact of Setting Processing Options
13.5.2
Forms Used to Update the Transaction Status
13.5.3
Updating Transaction Status Codes
13.6
Settling Prepayment Transactions
13.6.1
Understanding Settling Prepayment Transactions
13.6.2
Setting Processing Options for the Settle Prepayment Transactions Program (R004202)
13.6.2.1
Defaults
13.6.2.2
Holds
13.6.3
Running the Settle Prepayment Transactions Program
13.7
Working with Drafts for Prepayments
13.7.1
Understanding Draft Collection
13.7.1.1
Data Selection for Draft Collection with Status Update
13.7.2
Understanding Preauthorized Drafts
14
Updating Prices
14.1
Updating Base Prices
14.1.1
Understanding Base Price Updates
14.1.1.1
Change Existing Prices
14.1.1.2
Create Future Prices
14.1.2
Setting Processing Options for the Base/Price Maintenance - Batch Program (R41830)
14.1.2.1
Update
14.1.2.2
Adjustments
14.1.2.3
Date
14.1.3
Running the Base/Price Maintenance - Batch Program
14.2
Updating Taxed Prices
14.2.1
Understanding Taxed Price Updates
14.2.2
Setting Processing Options for the Sales Order Batch Tax Update Report Program (R45650)
14.2.2.1
Process
14.2.2.2
Versions
14.2.3
Running the Sales Order Batch Tax Update Report Program (R45650)
14.3
Updating Prices for a Customer
14.3.1
Understanding Customer Price Updates
14.3.1.1
Taxed Prices
14.3.1.2
Record Reservation (Release 9.1Update)
14.3.2
Setting Processing Options for the Sales Order Batch Price/Cost Update Program (R42950)
14.3.2.1
Process
14.3.2.2
Price Process
14.3.2.3
Display/Calculation
14.3.2.4
Versions
14.3.3
Running the Sales Order Batch Price/Cost Update Program
14.4
Converting Price Levels
14.4.1
Understanding Price Level Conversions
14.4.2
Setting Processing Options for the Item Sales Price Level Conversion Program (R41816)
14.4.2.1
Process
14.4.3
Running the Item Sales Price Level Conversion Program
14.5
Generating New Base Prices in a Different Currency
14.5.1
Understanding New Base Prices in a Different Currency
14.5.1.1
Example: Generating New Base Prices
14.5.1.2
Data Selection for Generate Base Price/Currency Program
14.5.2
Setting Processing Options for the Base Price Generation by Currency Program (R410601)
14.5.2.1
Run Modes
14.5.2.2
Currency
14.5.3
Generating New Base Price or Currency
15
Invoicing
15.1
Understanding Invoicing
15.2
Printing Standard Invoices
15.2.1
Understanding the Print Invoices Program
15.2.1.1
Invoice Types
15.2.1.2
Currencies
15.2.1.3
Taxes
15.2.1.4
Taxed Prices
15.2.1.5
Intercompany Invoices
15.2.2
Understanding Kit Component and Parent Invoicing
15.2.2.1
Example: Partial Ship Component and Full Ship Parent
15.2.2.2
Example: Partial Ship Component and Partial Ship Parent
15.2.2.3
Foreign Currency
15.2.3
Prerequisites
15.2.4
Setting Processing Options for the Print Invoices Program (R42565)
15.2.4.1
Default
15.2.4.2
Print
15.2.4.3
Cost/Price Update
15.2.4.4
Prepayment
15.2.4.5
Process
15.2.4.6
EDI
15.2.4.7
Demand Scheduling
15.2.4.8
E-mail
15.2.5
Running the Print Invoices Program
15.3
Setting Up Invoice Cycles
15.3.1
Understanding Invoice Cycle Setup
15.3.1.1
Invoice Cycle Preference
15.3.1.2
Invoice Cycle Calculation Rules
15.3.1.3
Example: Scheduled Invoice Date Calculation
15.3.1.4
Automatic Accounting Instructions for Invoice Cycles
15.3.1.5
UDCs for Invoice Cycles
15.3.2
Forms Used to Set Up Invoice Cycle Preferences
15.3.3
Creating Invoice Cycle Preferences
15.3.4
Adding Scheduled Invoice Date Ranges
15.4
Running Cycle Billing
15.4.1
Understanding Cycle Billing
15.4.1.1
Non-Cycle Billing Journal Entries
15.4.1.2
Cycle Billing Journal Entries
15.4.1.3
Review the Cycle Billing Transaction Report
15.4.2
Prerequisite
15.4.3
Setting Processing Options for the Cycle Billing Program (R49700)
15.4.3.1
Defaults 1
15.4.4
Running the Cycle Billing Program
16
Running the End of Day Processes
16.1
Understanding End Of Day Processing
16.2
Understanding Journal Entry Batch Review and Approval
16.3
Understanding Journal Entry Batch Posting
16.3.1
Posting Interbranch Sales
16.3.2
Making Changes During the Post Process
16.3.3
Verifying the Post of Journal Entries
16.3.4
Reviewing Electronic Mail for Messages
16.3.5
Reviewing the General Ledger Post Report
16.4
Updating Customer Sales
16.4.1
Understanding the Sales Update Program
16.4.1.1
Updating Tables
16.4.1.2
Selecting Versions and Modes for Update Customer Sales
16.4.1.3
Transaction Processing
16.4.1.4
Kit Processing
16.4.1.5
On-Hand Inventory
16.4.1.6
Bulk Stock Information
16.4.1.7
Taxed Prices
16.4.1.8
Interactive Versions in the Sales Update Program
16.4.1.9
Review Electronic Mail for Sales Update Errors
16.4.2
Understanding Interbranch and Intercompany Transactions
16.4.2.1
Example: Accounts Receivable and Accounts Payable Entries
16.4.2.2
Example: Accounts Receivable Entries
16.4.3
Understanding AAIs Used by the Sales Update Program
16.4.4
Prerequisites
16.4.5
Setting Processing Options for the Sales Update Program (R42800)
16.4.5.1
Defaults
16.4.5.2
Update
16.4.5.3
Versions
16.4.5.4
Print
16.4.5.5
Summarization
16.4.5.6
Cost Update
16.4.5.7
Interbranch
16.4.5.8
Flex Acctg
16.4.5.9
Bulk Product
16.4.5.10
Agreements
16.4.5.11
Performance
16.4.5.12
Prepayment
16.4.6
Running the Sales Update Program
16.5
Reviewing Sales Update Reports
16.5.1
Understanding Sales Update Reports
16.5.2
Reviewing the Invoice Journal
16.5.3
Reviewing the Sales Journal
16.5.4
Setting Processing Options for the Print Sales Journal Program (R42810)
16.5.4.1
Default 1
16.5.4.2
Default 2
16.5.4.3
Print
16.6
Reposting Orders
16.6.1
Understanding the Process to Repost Orders
16.6.1.1
Recommitting Future Sales Orders
16.6.1.2
Restoring Active Orders
16.6.1.3
By-Pass Orders
16.6.1.4
Combining Recommit and Repost in One Version
16.6.1.5
Taxed Prices
16.6.1.6
(Release 9.1.2 Update) Transaction Processing
16.6.2
Setting Processing Options for the Repost Active Sales Orders Program (R42995)
16.6.2.1
Recommit
16.6.2.2
Repost
16.6.3
Running the Repost Active Sales Orders Program
16.7
Purging Data
16.7.1
Understanding the Purge Programs for Sales Order Management
16.7.2
Understanding the Sales Order Text Lines Purge Program
16.7.3
Prerequisites
16.7.4
Purging Sales Order Text Lines
16.7.5
Purging Processed Batch Sales Orders
16.7.6
Setting Processing Options for the Purge Sales Order Header (F4201) Program (R4201P)
16.7.6.1
Purge
16.7.7
Purging Sales Order Header Records
16.7.8
Setting Processing Options for the Purge Detail to History Program (R42996)
16.7.8.1
Process
16.7.9
Purging Sales Order Detail Lines
16.7.10
Setting Processing Options for the Purge Audit Log Program (R42420)
16.7.10.1
Purge Options
16.7.11
Purging Audit Log Transactions
16.7.12
Purging Sales Order Transactions
17
Generating Returned Material Authorization
17.1
Understanding RMA
17.1.1
Generic Business Example
17.2
Setting Up RMA Defaults
17.2.1
Understanding RMA Defaults
17.2.2
Form Used to Set Up RMA Defaults
17.2.3
Setting Up RMA Defaults
17.2.4
Determining the Search Sequence
17.3
Creating RMAs
17.3.1
Understanding RMA Entry
17.3.1.1
Taxed Prices
17.3.1.2
Credit Memos
17.3.2
Prerequisites
17.3.3
Form Used to Create RMAs
17.3.4
Setting Processing Options for the Return Material Authorization Revisions Program (P400511)
17.3.4.1
Defaults
17.3.4.2
Edits
17.3.4.3
Process
17.3.4.4
Versions
17.3.5
Setting Processing Options for the Work with Return Material Authorization Program (P40051)
17.3.5.1
Default
17.3.5.2
Versions
17.3.6
Entering Returned Material Authorizations
17.4
Running the RMA - Update Sales Order Status Program
17.4.1
Understanding the RMA - Update Sales Order Status Program
17.4.1.1
Taxed Prices
17.4.2
Setting Processing Options for RMA - Update Sales Order Status (R400502)
17.4.2.1
Process
17.4.2.2
Versions
17.4.3
Running the RMA - Update Sales Order Status Program
17.5
Running the RMA Purge Program
17.5.1
Understanding RMA Purge
17.5.2
Setting Processing Options for the RMA Purge Program (R400510)
17.5.2.1
Purge
17.5.3
Running the RMA Purge Program (R400510)
18
Activating Preferences
18.1
Understanding Preferences
18.1.1
Preference Master and Hierarchy
18.2
Understanding the Difference Between Basic and Advanced Preferences
18.2.1
Basic Preferences
18.2.2
How the System Uses Basic Preferences
18.2.2.1
Example: Applying a Basic Preference
18.2.3
Advanced Preferences
18.3
Understanding Preference Types
18.4
Understanding Custom Preference Types
18.4.1
Carrier Preference
18.4.2
Customer Currency Preference
18.4.3
Customer Freight Preference
18.4.4
Delivery Date Preference
18.4.4.1
Example: Applying Dates for Products with the Delivery Date Preference
18.4.5
Document Set Preference
18.4.5.1
Example: Document Set Preference
18.4.6
End Use Preference
18.4.7
Extended Terms Deal Preference
18.4.8
Freight Preference
18.4.9
Grade and Potency Preference
18.4.10
Gross Profit Margin Pricing Preference
18.4.11
Inventory Commitment Preference
18.4.11.1
Percent-To-Fill Value and Related System Actions
18.4.11.2
Technical Considerations
18.4.11.3
Transaction Processing (Release 9.1 Update)
18.4.12
Line of Business Preference
18.4.13
Mode of Transport Preference
18.4.14
Multiple Shipping and Receiving Locations Preference
18.4.15
Next Order Status Preference
18.4.16
Options and Equipment Preference
18.4.17
Order Preparation Days Preference
18.4.17.1
Example: Applying Dates for Products with the Order Preparation Days Preference
18.4.18
Payment Terms Preference
18.4.19
Payment Terms (Branch) Preference
18.4.20
Price Adjustment Schedule Preference
18.4.21
Pricing Unit of Measure Preference
18.4.22
Pricing Unit of Measure (Branch) Preference
18.4.23
Product Allocation Preference
18.4.23.1
Technical Considerations
18.4.24
Product Allocation (Branch) Preference
18.4.24.1
Technical Considerations
18.4.25
Quality Management Preference
18.4.26
Revenue Business Unit Preference
18.4.26.1
Example: Revenue Business Unit Preference
18.4.27
Revenue Business Unit Preference (Branch)
18.4.27.1
Example: Revenue Business Unit (Branch) Preference
18.4.28
Sales Commission Preference
18.4.29
Sales Price Based on Date Preference
18.4.30
User Defined Price Code Preference
18.5
Setting Up Preference Master Information
18.5.1
Understanding Preference Master Setup
18.5.2
Form Used to Set Up Preference Master Information
18.5.3
Setting Up Preference Master Information
18.6
Arranging the Preference Hierarchy
18.6.1
Understanding Arranging the Preference Hierarchy
18.6.2
Form Used to Arrange the Preference Hierarchy
18.6.3
Arranging the Preference Hierarchy
18.7
Setting Up Basic Preference Information
18.7.1
Understanding Setting Up Basic Preferences
18.7.2
Forms Used to Enter Basic Preference Information
18.8
Setting Up Advanced Preferences
18.8.1
Understanding Setting Up Advanced Preferences
18.8.1.1
Advanced Preference Types
18.8.1.2
Advanced Preference Schedules
18.8.1.3
Advanced Preference Details
18.8.1.4
Advanced Preference Processing
18.8.2
Forms Used to Set Up Advanced Preferences
18.8.3
Setting Up Preference Definitions
18.8.4
Setting Up Preference Schedules
18.8.5
Setting Up Preference Details
18.8.6
Setting Up Preference Detail Values
18.9
Assigning Customers and Items to Groups
18.9.1
Understanding Assigning Customers and Items to Groups
18.9.1.1
Assign a Customer to a Preference Group
18.9.2
Prerequisite
18.9.3
Forms Used to Assign Customers and Items to a Group
18.9.4
Assigning a Customer to a Preference Group
18.9.5
Assigning an Item to a Preference Group
18.10
Activating Preferences
18.10.1
Understanding How to Activate Preferences
18.10.2
Understanding How to Select Preferences
18.10.2.1
Locating Preferences
18.10.3
Prerequisites
18.10.4
Setting Processing Options for Preferences Selection (R40400)
18.10.4.1
Process Ctl
18.10.4.2
Process Ctl 2
18.10.4.3
Process Ctl 3
18.10.4.4
Process Ctl 4
18.10.5
Running the Preferences Selection Program
A
Delivered Workflow for JD Edwards EnterpriseOne Sales Order Management
A.1
Delivered Workflow for JD Edwards EnterpriseOne Sales Order Management
A.1.1
JDESOENTRY Workflow Process
A.1.1.1
Description
A.1.1.2
Workflow Objects
A.1.2
Acknowledgment Workflow
A.1.2.1
Description
A.1.2.2
Workflow Objects
A.1.3
Sales Order Change Approval
A.1.3.1
Description
A.1.3.2
Workflow Objects
B
JD Edwards EnterpriseOne Sales Order Management Reports
B.1
JD Edwards EnterpriseOne Sales Order Management Reports
B.2
JD Edwards EnterpriseOne Sales Order Management Reports: A to Z
B.3
JD Edwards EnterpriseOne Sales Order Management: Selected Reports
B.4
R004203 - Prepayment Transaction Report
B.5
Processing Options for Prepayment Transaction Report (R004203)
B.5.1
Purge
B.6
R42600 - Sales Ledger Report
B.7
Processing Options for Sales Ledger Report (R42600)
B.7.1
Dates
B.8
R42611 - Sales Analysis Summary
B.9
Processing Options for Sales Analysis Summary (R42611)
B.9.1
Print
B.10
R42620 - Open Orders by Customer Reports
B.11
Processing Options for Open Orders by Customer Reports (R42620)
B.11.1
CURRENCY PROC
B.12
R42632 - Open Orders by Item Reports
B.13
R42640 - Held Orders Reports
Glossary
Index
Scripting on this page enhances content navigation, but does not change the content in any way.