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Contents
List of Figures
List of Tables
Title and Copyright Information
Preface
Audience
Oracle's JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions and Screen Images
1
Introduction to JD Edwards EnterpriseOne Fulfillment Management
1.1
JD Edwards EnterpriseOne Fulfillment Management Overview
1.1.1
Features
1.1.2
Benefits
1.2
JD Edwards EnterpriseOne Fulfillment Management Business Process
1.3
JD Edwards EnterpriseOne Fulfillment Management Integrations
1.3.1
JD Edwards EnterpriseOne Address Book
1.3.2
JD Edwards EnterpriseOne Advanced Pricing
1.3.3
JD Edwards EnterpriseOne Data Interface for Electronic Data Interchange
1.3.4
JD Edwards EnterpriseOne Demand Scheduling Execution
1.3.5
JD Edwards EnterpriseOne Inventory Management
1.3.6
JD Edwards EnterpriseOne Sales Order Management
1.3.7
JD Edwards EnterpriseOne Transportation Management
1.3.8
JD Edwards EnterpriseOne Warehouse Management
1.4
JD Edwards EnterpriseOne Fulfillment Management Implementation
1.4.1
Other Sources of Information
1.4.2
Global Implementation Steps
1.4.3
Sales-Specific Implementation Steps
1.4.4
Application-Specific Implementation Steps
2
Configuring the JD Edwards EnterpriseOne Fulfillment Management System
2.1
Understanding Configuration of the JD Edwards EnterpriseOne Fulfillment Management System
2.2
Activating the JD Edwards EnterpriseOne Fulfillment Management System
2.2.1
Understanding JD Edwards EnterpriseOne Fulfillment Management Activation
2.2.2
Inserting Setup Data into the JD Edwards EnterpriseOne System
2.2.2.1
Set Up Data Records for Advanced Preferences
2.2.2.2
Setup Data Record for the OneWorld System Control File Table
2.2.3
Form Used to Activate Fulfillment Management
2.2.4
Activating Fulfillment Management
2.3
Running the Fulfillment Management Setup Report (R4277706)
2.3.1
Running Fulfillment Management Setup
2.4
Setting Up Advanced Preferences for JD Edwards EnterpriseOne Fulfillment Management
2.4.1
Understanding Advanced Preferences
2.4.1.1
Advanced Preference Types
2.4.1.2
Advanced Preference Schedules
2.4.1.3
Advanced Preference Details
2.4.1.4
Advanced Preference Processing
2.4.2
Forms Used to Set Up Advanced Preferences for Fulfillment Management
2.4.3
Setting Up Preference Definitions
2.4.4
Setting Up Preference Schedules
2.4.5
Setting Up Preference Details
2.4.6
Setting Up Preference Detail Values for Fulfillment Entry (41)
3
Entering Orders into Fulfillment Processing
3.1
Understanding Sales Order Processing with the JD Edwards EnterpriseOne Fulfillment Management System
3.1.1
Fulfillment Processing During Sales Order Entry
3.1.1.1
Order Activity Rules
3.1.1.2
Commitment Processing (Release 9.1 Update)
3.1.1.3
Fulfillment Management Exclusions (Release 9.1 Update)
3.1.1.4
Fulfillment Batch Entry Processing
3.1.2
Fulfillment Processing and JD Edwards EnterpriseOne Inventory Management
3.1.2.1
Availability Calculations
3.1.2.2
Dual Unit of Measure Items
3.1.2.3
Inventory Commitment Preference
3.1.2.4
Kit Items
3.1.2.5
Order Promising
3.1.2.6
Partial Shipments
3.1.3
Fulfillment Processing and JD Edwards EnterpriseOne Demand Scheduling Execution
3.1.4
Fulfillment Processing and JD Edwards EnterpriseOne Transportation Management (Release 9.1 Update)
3.1.5
Fulfillment Processing and JD Edwards EnterpriseOne Warehouse Management
3.1.6
Fulfillment Processing and Oracle Transportation Management
3.2
Setting Up Sales Order Entry (P4210) to Process Fulfillment Orders
3.2.1
Forms Used to Enter Sales Order Header and Detail Information
3.2.2
Setting Processing Options for Sales Order Entry (P4210)
3.2.2.1
Commitment
3.2.2.2
Versions
3.2.2.3
Preference
3.2.2.4
Warehouse
3.2.2.5
Audit Log
3.2.2.6
Order Promising
3.2.2.7
Fulfillment Management
3.3
Running the Fulfillment Entry Batch Processing Report (R4277704)
3.3.1
Running the Fulfillment Entry Batch Processing Report
3.3.2
Setting Processing Options for Fulfillment Entry Batch Processing (R4277704)
3.3.2.1
Process
3.3.2.2
Versions
4
Scoring Order Detail Lines
4.1
Understanding Scoring Order Detail Lines
4.1.1
Scoring During Sales Order Entry
4.1.2
Custom Business Function
4.2
Setting Up Customer Priority
4.2.1
Understanding Customer Priority
4.2.2
Form Used to Set Up Customer Priority
4.2.3
Setting Up Customer Priority
4.3
Setting Up Advanced Preference Scoring Details
4.3.1
Understanding Advanced Preference Score
4.3.1.1
Scenario: Using Advanced Preferences to Score Order Lines
4.3.2
Form Used to Set Up Advanced Preference Scoring Details
4.3.3
Setting Up Preference Detail Values for Order Type Priority (42)
4.3.4
Setting Up Preference Detail Values for Line Type Priority (43)
4.3.5
Setting Up Preference Detail Values for Requested Date Age Priority (44)
4.4
Setting Up Basic Scoring Information
4.4.1
Understanding Basic Score Assignment
4.4.2
Form Used to Set Up Basic Scoring Information
4.4.3
Setting Up Basic Scoring Information
4.5
Running the Sales Order Score Batch Processing Report (R4277702)
4.5.1
Running Sales Order Score Batch Scoring
4.5.2
Setting Processing Options for Fulfillment Batch Scoring (R4277702)
4.5.2.1
Process
5
Setting Up and Processing Service Level Rules
5.1
Setting Up Service Level Rules
5.1.1
Understanding Service Level Rules
5.1.1.1
Line Fill Percent Rules
5.1.1.2
Order Fill Percent Rules
5.1.1.3
Release Rules
5.1.1.4
Cancellation Rules
5.1.1.5
Partial Commit Rules
5.1.1.6
Line Custom Function Rules
5.1.1.7
Order Custom Function Rules
5.1.2
Form Used to Set Up Service Level Rules
5.1.3
Setting Up Service Level Rules
5.2
Processing Service Level Rules at Sales Order Entry
5.2.1
Understanding Processing Service Level Rules at Sales Order Entry
5.2.2
Service Level Rule Resolution
5.2.3
Service Level Rule Override Processing
5.2.4
Dynamic Overrides of Service Level Header Information
5.2.5
Requested Order Quantity Update
5.2.6
Service Level Rule Processing
5.2.7
Service Level Rule Evaluation Required Flag
5.2.7.1
Service Level Rules Inquiry/Overrides (P4277711)
5.2.7.2
Fulfillment Workbench (P4277701)
5.2.7.3
Auto Fulfillment Processing (R4277701)
5.2.7.4
Service Level Rules Engine
5.2.7.5
Release from Fulfillment (R4277703)
5.2.7.6
Service Level Rules Update (R4277705)
5.2.8
Updating Service Level Rule Header and Detail Tables
5.3
Running Service Level Rules Update (R4277705)
5.3.1
Running the Batch Service Level Rule Processing Report
5.3.2
Setting Processing Options for Service Level Rules Update (R4277705)
5.3.2.1
Process
5.4
Overriding Service Level Rules
5.4.1
Understanding Overriding Service Level Rules
5.4.2
Form Used to Override Service Level Rules
5.4.3
Overriding Service Level Rules
6
Auto Fulfillment Processing
6.1
Understanding Auto Fulfillment Processing
6.1.1
Auto Fulfillment Processing
6.1.2
Reprocess Fulfillment
6.1.3
Auto Fulfillment Load Balance
6.2
Setting Up Fulfillment Rules
6.2.1
Understanding Fulfillment Rules
6.2.1.1
Understanding Safety Stock
6.2.1.2
Scenario: Understanding How the System Applies Fulfillment Rules
6.2.2
Form Used to Set Up Fulfillment Rules
6.2.3
Setting Up Fulfillment Rules
6.3
Setting Up Fulfillment Rounding
6.3.1
Understanding Fulfillment Rounding
6.3.2
Form Used to Set Up Fulfillment Rounding
6.3.3
Setting Up Preference Detail Values for Fulfillment Rounding (45)
6.4
Running the Auto Fulfillment Processing Report (R4277701)
6.4.1
Running Auto Fulfillment Processing (R4277701)
6.4.2
Setting Processing Options for Auto Fulfillment Processing (R4277701)
6.4.2.1
Process
6.4.2.2
Versions
6.5
Running the Auto Fulfillment Load Balance Report (R4277711)
6.5.1
Running Auto Fulfillment Load Balance
6.5.2
Setting Processing Options for the Auto Fulfillment Load Balance Report (R4277711)
6.5.2.1
Process
6.5.2.2
Print
6.6
Running the Purge Fulfillment Plan ID Report (R4277710)
6.6.1
Running Purge Fulfillment Plan ID
7
Using the Fulfillment Workbench
7.1
Understanding the Fulfillment Workbench
7.1.1
Understanding Availability Information
7.2
Setting Processing Options for the Fulfillment Workbench Program (P4277701)
7.2.1
Defaults
7.2.2
Process
7.2.3
Versions
7.3
Working with the Fulfillment Workbench
7.3.1
Forms Used to Work with the Fulfillment Management Workbench
7.3.2
Reviewing Fulfillment Information
7.3.3
Editing Fulfillment Information
7.3.3.1
Item Availability
7.3.3.2
Editable Fields
7.3.3.3
Kit Processing
7.3.3.4
Requirement Processing
8
Releasing Order Lines from Fulfillment
8.1
Understanding Release from Fulfillment
8.2
Understanding Fulfillment Message Notification
8.3
Setting Up Fulfillment Message Notifications
8.3.1
Form Used to Set Up Message Notifications
8.3.2
Setting Up Preference Detail Values for Message Notification (35)
8.4
Running the Release from Fulfillment report (R4277703)
8.4.1
Running the Release from Fulfillment Report
8.4.2
Setting Processing Options for Release from Fulfillment (R4277703)
8.4.2.1
Process
8.4.2.2
E-mail
8.4.2.3
Versions (Release 9.1 Update)
8.5
Running the Remove Unreleased Lines from Shipments Report (R4277707) (Release 9.1 Update)
8.5.1
Understanding the Remove Unreleased Lines from Shipments Report
8.5.2
Running the Remove Unreleased Lines from Shipments Report
8.5.3
Setting Processing Options for Remove Unreleased Lines from Shipments (R4277707)
8.5.3.1
Process
A
Scoring Examples
A.1
Basic Scoring Example
A.2
Advance Preference Scoring
B
Scenarios for Shipment Consolidation Mode (Release 9.1 Update)
B.1
Scenario 1: Multiple Order Consolidation Mode
B.2
Scenario 2: Single Order Consolidation Mode
B.3
Scenario 3: Transactional Consolidation Mode
B.4
Scenario 4: No Consolidation Mode
Index
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