This chapter contains the following topics:
Section 6.3, "Entering Sales Orders for Production Controlled Items"
Section 6.4, "Confirming Shipments for Production Controlled Items"
Section 6.5, "Updating Customer Sales for Production Controlled Items"
JD Edwards EnterpriseOne Sales Order Management helps you manage the sales process from the time a customer service representative takes an order until payment is received from the customer.
The JD Edwards EnterpriseOne Sales Order Management system integrates with JD Edwards EnterpriseOne Project Manufacturing to support production controlled items.
The process flow for Sales Order Management for Project Manufacturing uses many of the same programs as JD Edwards EnterpriseOne Sales Order Management. The process flow consists of these steps:
Enter a sales order (P4210 or P42101).
Print a pick slip (R42520).
Confirm shipment (P4205).
Print an invoice (R42565).
Run sales update (R42800).
The JD Edwards EnterpriseOne system focuses on the standard base processes for production controlled items. Thus, current limitations exist for processing production controlled items.
The JD Edwards EnterpriseOne Sales Order Management system does not support the following types of orders for production controlled items:
CO (credit order)
SD/OD (direct ship/direct ship order)
Store and forward
Recurring
The JD Edwards EnterpriseOne Sales Order Management system does not support style and substitute items for production number control. A production number is associated with a specific end item. Consequently, selecting a substitute item requires that you associate a different production number with the substitute item number. Substitute, promotional, and alternate items must have production numbers designated that differ from the production number of the original item.
The following programs do not contain any specific functionality for production controlled items:
Sales Ledger Inquiry (P42025) (credit from memo)
Backorder Release and Report (R42118)
Packaged Pick Slip (R42521)
Control Pick Slips (R42522)
Repost Active Sales Orders (R42995)
Inbound Transaction Processor (R47500) (confirm shipment)
The following integrations are not supported for production controlled items:
JD Edwards EnterpriseOne Customer Relationship Management (CRM) products from Oracle
Returned material authorization (RMA)
JD Edwards EnterpriseOne Customer Self Service (CSS) from Oracle
Order Entry - full edits
Product Catalog - partial edits
JD Edwards EnterpriseOne Order Fulfillment Management (OFM) from Oracle
Sales Transportation (integration with Oracle Transportation Management)
Ship and debit
The JD Edwards EnterpriseOne system does not support basic and advanced inventory preferences. The system does not support production number-specific commitment functionality in sales order. The system tracks only the production number-specific on-hand quantity.
A pick slip is a document that contains information about the items to be shipped, such as quantity and location, for a single sales order. You use the Print Pick Slips program (R42520) to print pick slips. The Print Pick Slips program does not contain any specific functionality for production controlled items.
After you process a sales order detail line through ship or load confirmation and perform the required billable and payable freight calculations, you can invoice the customer for goods received. You use the Print Invoices program (R42565) to invoice a customer. The Print Invoices program does not contain any specific functionality for production controlled items.
See "Invoicing" in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide.
Before you work with production controlled items in JD Edwards EnterpriseOne Sales Order Management, you must:
Ensure that customer address information is set up in the JD Edwards EnterpriseOne Address Book system.
Ensure that appropriate JD Edwards EnterpriseOne Sales Order Management system setups are in place to support production controlled items.
Define customer information, including customer and address book records and customer billing instructions.
Set the processing options for your version of the Print Pick Slips program (R42520).
Set the processing options for your version of the Print Invoices program (R42565).
This section provides an overview of sales order entry for production controlled items, lists prerequisites, and discusses how to:
Enter sales orders for production controlled items using the production number master.
Enter sales orders for production controlled items using automatic generation.
When a customer wants to purchase items from your organization, you must record the items, quantities, prices, and any additional customer-specific information that is related to the sale. Using the Sales Order Entry programs (P4210 and P42101), you create sales orders to track all of the information that is related to each sale.
Along with Sales Order Entry program (P42101), you can use Sales Order Entry program (P4210) to create sales order records in the JD Edwards EnterpriseOne Sales Order Management tables. The two Sales Order Entry programs (P4210 and P42101) work together to process sales order information. Both programs update the same tables in the system. Even if you do not use the P4210 entry program to create and modify sales orders, you must create a version of that program that specifies processing information. You use this version of the P4210 program in the processing options of the P42101 program. When you create and modify sales orders using P42101, the system uses the information in the processing options of P42101, along with the information in the specified version of P4210, to process sales orders.
The production number tracks the demand of production controlled items in sales order detail lines. You enter sales orders for production controlled items using the Sales Order Entry (P4210) and Sales Order Entry (P42101) programs.
A sales order for a production controlled item is considered to be demand. The JD Edwards EnterpriseOne system allows only one type of top-level demand for production controlled items with an associated production number at any instant in time, either a forecast or a sales order. If a production controlled item has a sales order, then the item with the same production number cannot have a forecast.
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Note: The JD Edwards EnterpriseOne system does not support forecast consumption for production controlled items. |
When you receive orders for production controlled items, you can allocate inventory to the orders. If no inventory is available, then you can peg an existing forecast to the orders. You create a new sales order with a new production number if no forecast exists for the production controlled item.
A work order may exist on the shop floor based on the forecast of a generic production number. When a customer order is taken, the inventory and production plan is allocated to the order based on the statuses of the work orders. The consumption of generic forecasts enables accurate available to promise (ATP) planning and timely product delivery.
The JD Edwards EnterpriseOne Sales Order Management system supports the following types of sales orders for production controlled items:
SO (sales order)
ST/OT (transfer sale/transfer order)
SB (blanket sales order)
SQ (sales quote)
SI (SK/OK) (interbranch sales) (sales intercompany order/purchase intercompany order)
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Note: You cannot edit the production number when updating an Interbranch order. |
Sales order with W line type
S4 (sales order - transportation)
JD Edwards EnterpriseOne Project Manufacturing also supports configured items, dual items, and kits. When adding or updating an order for a configured parent item, the system provides the production number to the component items' related orders. The system does not provide a production number to kit components. You must manually assign or update these production numbers.
The Production Number field and Query by Example (QBE) line appear in the detail grid on the Customer Service Inquiry and Manage Existing Order forms. The Production number field also appears for the detail lines in the Sales Order Detail Revisions and Edit Sales Order (W42101D) forms.
The production number is not an editable field in an existing sales order detail line. The system maintains a relationship between an item and a production number. You associate one production number to one item in a sales order detail line. A production number is item specific, so you cannot change the production number in an existing sales order detail line, just as you cannot change the item number.
If you want a different production number associated with an item in a sales order detail line, then you must cancel the existing line and enter a new detail line. The production number in the detail line is editable until the line is accepted.
If you have multiple lines in a sales order, then you must cancel all lines before you can create new lines with new production numbers.
You use one of the following methods to associate a production number with a production controlled item in a sales order detail line:
Select an existing production number from the Production Number Master File table (F34401) using the Visual Assist button in the Production Number field to access the Production Number Search form (W34401C).
Select the Generate Prod No. option from the Row menu on the Sales Order Detail Revisions form to have the system automatically generate a production number.
Tab out of a row for a production controlled item to have the system automatically generate a production number if the Production Number Generation processing option on the Production No. tab of the Sales Order Entry program is set to 1.
The generated production number uses the production number type specified in the Production Number Type processing option on the Production No. tab.
When you automatically generate a production number for a sales order detail line, the system generates a new production number based on next numbers. If branch/plant is defined as a segment in the production number, the system uses the branch/plant from the sales order detail line in the production number generation (Release 9.1 Update). If month and year are defined as segments in the production number, the system uses the value from the Date Created field in the Production Number Master program (P34401) (Release 9.1 Update).
The production number resides in a cache file. You can blank out the Production Number field if you do not want the production number and then go back and generate another production number. When you click OK to accept the sales order, the system creates the production number record in the Production Number Master File table.
The system also stores the production number record, including the sales order number, in the Production Number Master Tag File table (F34401T) (Release 9.1 Update).
Although you cannot manually enter a production number in a sales order detail line, you can add an ad hoc production number to the Production Number Master File table using the Production Number Master program (P34401). You can then select the ad hoc production number from the Production Number Master File table for use in a sales order detail line.
When you copy sales orders containing production controlled items, the system carries the production number to the copied sales orders.
For example, you have a sales order with four sales order lines that have different production numbers. The four sales order lines have the same date, same item, and same quantity of 25 each. The production number is an attribute of the item, and the combination of item number and production number makes each sales order line unique. Thus, the system creates four work orders, one for each production number.
In another example, you have a sales order with four detail lines that have the same production number. The four sales order lines have the same date, same item, and same quantity of 25 each. The system consolidates the sales order lines and creates one work order for a quantity of 100.
When creating a sales order, the system provides a warning when the order quantity exceeds available quantities. The sales order then contains a line for the item and production number with available quantity and a line for the item and production number with backordered quantity.
You use the Backorder Release program (P42117) to process backorders. The Production number field appears on the Work With Backorders (W42117M) and Release Backorders (W42117I) forms. When you release a back order, the production number carries over to the sales order.
You can release blanket orders using the Sales Blanket Order Release program (P420111) or using the Sales Order Entry programs (P4210 and P42101).
The Production Number field and QBE line appears in the detail grid of the Work With Order Blanket Release form (W420111B). The Production number field also appears on the Blanket Order Revisions form (W420111A), but it is not an editable field. When you release a blanket order, the production number carries over to the sales orders.
The JD Edwards EnterpriseOne Sales Order Management system does not support inventory commitments for production controlled items.
Inventory allocation recommendations are based on specific production controlled inventory. The system stores on-hand quantity for production controlled inventory in the Item Location Tag File table (F41021T). When performing inventory transactions, the production number is an attribute of the order.
The calculation of inventory for a generic item is the on-hand quantity in the Item Location File table (F41021) minus the on-hand quantity in the F41021T table.
You use the Supply and Demand Inquiry program (P4021) to review demand, supply, and available quantities for a specific item. The Work With Supply and Demand form does not contain production number information.
The system stores production number information in the following tables:
S.O. Detail Ledger File (F42199)
The system supports creating and updating sales orders through electronic data interchange (EDI) using the following programs:
Before you enter sales orders for production controlled items, you must set the processing options for your version of the following programs:
Sales Order Entry (P4210)
Sales Order Entry (P42101)
Create Intercompany Sales Orders (R4210IC)
Supply and Demand Inquiry (P4021)
Access the Order Header Revisions form.
To enter sales orders for production controlled items using production number master:
Complete the required fields for the order header and any other additional information.
Click Save and Continue.
On the Enter New Order form, enter the production controlled item information, such as the quantity and item number, in the first line.
Click in the Production Number field.
Click the Visual Assist button in the Production Number field.
On the Production Number Search form, search for and select the row for a specific production number and then click Select.
Continue to enter detail lines on the Enter New Order form, as applicable.
Review your sales order detail lines and click Submit and Enter New to enter another order or click Submit and Close.
Access the Order Header Revisions form.
To enter sales orders for production controlled items using automatic generation:
Complete the required fields for the order header and any other additional information.
Click Save and Continue.
On the Enter New Order form, enter the production controlled item information, such as the quantity and item number, in the first line.
Click in the Production Number field.
Select the Generate Prod No. option on the More Row Actions menu and click the >> (Go) button.
If the Production Number Generation processing option on the Production No. tab of the Sales Order Entry program is set to 1, the system automatically generates a production number when you tab to the next line.
The system generates a new production number.
Continue to enter detail lines on the Enter New Order form, as applicable.
Review your sales order detail lines and click Submit and Enter New to enter another order or click Submit and Close.
This section provides an overview of shipment confirmation for production controlled items, lists prerequisites, and discusses how to confirm shipments for production controlled items.
You use the Shipment Confirmation program (P4205) to verify that inventory has left the warehouse. When you run the shipment confirmation process, the system can perform other processes for the order. These processes include updating the on-hand inventory.
Before confirming shipments, you can review on-hand availability of production controlled items by item number, production number, branch/plant, location, and lot serial number. To access the Production Number On Hand form, select the Prod No. Location option from the Row menu on the Shipment Confirmation form. The Production Number On Hand form displays relevant information from the F41021T table.
The Production Number field appears in the detail grid on the Work with Shipment Confirmation and Shipment Confirmation forms. The Production Number field is not an editable field. After you select an order for which to confirm shipment, you cannot change the production number of the production controlled item on the order.
When you issue inventory for production controlled items, the system restricts you from issuing production controlled inventory in excess of what is currently on hand for a location in the F41021T table.
When the required quantity of a specific production controlled or generic inventory is not available, the system enables you to consume the remaining required quantity from another production number. You consume the remaining required inventory for production controlled items using either blind or interactive mode.
You set the Production Number On Hand Consumption processing option on the Edits tab of the Shipment Confirmation program to blank to activate blind inventory selection.
When the Shipment Confirmation program is run to select inventory blindly for production controlled items, the algorithm:
Allocates generic inventory.
Generic inventory is inventory for items that are not production controlled and, therefore, are not associated with a production number.
Allocates inactive production numbers.
These are production controlled items that have the Production Number Status set to I in the Production Number Master File table (F34401).
Allocates orphaned production numbers.
These are production controlled items that are no longer associated with a supply or demand.
Allocates production number by end item demand date.
This is the demand date of a production controlled item that is the farthest in the future. The system then replans the end item to meet the demand.
If you set the Production Number On Hand Consumption processing option to a value of 1 to interactively select inventory, then the system displays the Select Inventory for Consumption form. You select the specific inventory and quantity to consume.
You must complete the Secondary Quantity field if the item you are confirming is set up with dual units of measure in the item master record.
After you select the inventory to consume, you can access the Select Inventory to Consume form to review or redistribute inventory. You must have a value in the Quantity Shipped field to access the Prod No. Consumption option in the Row menu.
The production number on the shipment confirmation equals the production number on the sales order. The system does not keep track of which production number was consumed to meet the demand on the sales order.
After shipping production controlled inventory on a sales order detail line, the system deducts the quantity from the F41021 and F41021T tables.
The on-hand quantity for production controlled inventory in the F41021T table does not go negative. Therefore, if the on-hand quantity for the production controlled item is insufficient, then the F41021T table shows zero on-hand quantity and the F41021 table shows a negative on-hand quantity. All on-hand quantity for production controlled items must be consumed before the on-hand quantity of generic items goes negative.
The Ship Confirm Batch Application program (R42500) enables you to confirm multiple orders simultaneously. This process updates the EDI Purchase Order Change Header - Inbound (F47131) and EDI Purchase Order Change Detail - Inbound (F47132) tables. The Ship Confirm Batch Application program calls the Inbound Transaction Processor program (R47500), which also uses the customer order change tables. By default, the Ship Confirm Batch Application program follows the blind consumption logic for production controlled items.
If you do not relieve inventory during shipment confirmation, the sales update process uses blind consumption logic to deplete inventory.
A reversal of production controlled inventory transactions increases or decreases the on-hand quantity of the production number used in the transactions.
You can manage production number inventory through the Production Number Workbench program (P34403) before shipment confirmation.
Before you confirm shipments for production controlled items, you must:
Set the processing options for your version of the Shipment Confirmation program (P4205).
Set the Production Number On Hand Consumption processing option on the Edits tab of the Shipment Confirmation program.
This section provides an overview of sales update for production controlled items, lists a prerequisite, and discusses how to update customer sales for production controlled items.
To maintain the most accurate sales information, you can update the records daily in the JD Edwards EnterpriseOne Sales Order Management system. Run a version of the Sales Update program (R42800) each day to maintain the most accurate sales information.
If you do not relieve inventory during shipment confirmation, then the sales update process uses blind consumption logic to deplete inventory.
The system uses an algorithm to determine which production controlled inventory to consume to meet the required quantity if sufficient quantity of the specific production controlled or generic inventory does not exist.
When the Sales Update program is run for production controlled items, the algorithm:
Allocates generic inventory.
Generic inventory is inventory for items that are not production controlled and, therefore, are not associated with a production number.
Allocates inactive production numbers.
These are production controlled items that have the Production Number Status set to I in the Production Number Master File table (F34401).
Allocates orphaned production numbers.
These are production controlled items that are no longer associated with a supply or demand.
Allocates production number by end item demand date.
This is the demand date of a production controlled item that is the farthest in the future. The system then replans the end item to meet the demand.