1 Introduction to JD Edwards EnterpriseOne In-Memory Sales Advisor

This chapter contains the following topics:

• Section 1.1, "JD Edwards EnterpriseOne In-Memory Sales Advisor Overview"

• Section 1.2, "JD Edwards EnterpriseOne In-Memory Sales Advisor Business Processes"

• Section 1.3, "JD Edwards EnterpriseOne In-Memory Sales Advisor Integrations"

• Section 1.4, "JD Edwards EnterpriseOne In-Memory Sales Advisor Implementation"

1.1 JD Edwards EnterpriseOne In-Memory Sales Advisor Overview

Oracle's JD Edwards EnterpriseOne In-Memory Sales Advisor solution in the JD Edwards EnterpriseOne Supply Chain Management (SCM) suite from Oracle leverages functionality from Oracle's JD Edwards EnterpriseOne Sales Order Management, Oracle's JD Edwards EnterpriseOne Advanced Pricing, Oracle's JD Edwards EnterpriseOne Inventory Management, and Oracle's JD Edwards EnterpriseOne Fulfillment Management systems with real-time functionality that is optimized for the Oracle Technology stack.

JD Edwards EnterpriseOne In-Memory Sales Advisor provides unprecedented speed to gather, aggregate, and summarize real-time customer, product, and sales information. JD Edwards EnterpriseOne In-Memory Sales Advisor brings visibility to revenue opportunities during order capture to drive sales, and insight into future revenue and profitability to enable proactive decision making for changing sales conditions.

The ability to access customer history, product bundles, and volume discounts in real-time enables customer service representatives (CSRs) to be more efficient and speed up the order capture process. CSRs can recommend quantities and related products, ensure profitability of orders, and communicate product availability during order entry which drives the perfect order and provides a great customer experience.

With the JD Edwards EnterpriseOne In-Memory Sales Advisor solution, you can:

• Increase top-line revenue with dynamic real-time up-sell recommendations which focus on a higher quantity level to provide the customer with better pricing.

• Provide up-sell opportunities using quantity increases to receive line level quantity discounts.

• Provide up-sell opportunities using quantity, weight, and amount increases to receive discounts based on a group of items.

• Build cross sell and frequently purchased product opportunities based on the real-time processing of millions of previous and current sales order records.

• Monitor item, order, and customer profit margins to ensure margins are met during order capture.

• Improve revenue and profit insight to drive executive decision making for product pricing and reducing risk of incorrect pricing.

• Generate higher customer satisfaction levels by ensuring fulfillment of priority orders and improving responsiveness to customer inquiries.

1.2 JD Edwards EnterpriseOne In-Memory Sales Advisor Business Processes

The following process flow illustrates the JD Edwards EnterpriseOne In-Memory Sales Advisor business processes:

Figure 1-1 Sales Advisor Process Flow

Description of "Figure 1-1 Sales Advisor Process Flow"

The standard sales order management process includes five basic steps:

1. Enter sales orders.

2. Print pick slips.

3. Confirm shipments.

4. Print invoices.

5. Update and post sales.

During sales order entry, you can perform JD Edwards EnterpriseOne In-Memory Sales Advisor feature functionality to locate and display line up-sell opportunities, preferred items, cross sell items, frequency items, and order up-sell opportunities; generate order profit displays; display fulfillment potential; and display supply and demand potential.

After you save the sales order, the system enters the order into the JD Edwards EnterpriseOne Fulfillment Management system if you have set up this functionality.

We discuss the In-Memory Sales Advisor business processes in the associated business process chapters in this implementation guide.

1.3 JD Edwards EnterpriseOne In-Memory Sales Advisor Integrations

JD Edwards EnterpriseOne In-Memory Sales Advisor is an integrated solution that supports JD Edwards EnterpriseOne base functionality. The solution is integrated to support any company that has a call center and needs visibility to sales opportunities, such as distribution, manufacturing, wholesale, and consumer goods.

JD Edwards EnterpriseOne In-Memory Sales Advisor integrates with these JD Edwards EnterpriseOne products from Oracle:

Figure 1-2 JD Edwards EnterpriseOne In-Memory Sales Advisor Solution Integrations

Description of "Figure 1-2 JD Edwards EnterpriseOne In-Memory Sales Advisor Solution Integrations"

The system leverages information from these modules to compile, summarize, and display data to enable faster decision making.

We discuss integration considerations in the implementation chapters in this implementation guide.

1.3.1 JD Edwards EnterpriseOne Address Book

The JD Edwards EnterpriseOne Address Book system from Oracle stores current information about customers, such as address, contact information, phone and fax numbers, billing instructions, and default shipping and invoicing information.

The JD Edwards EnterpriseOne Address Book system integrates with JD Edwards EnterpriseOne In-Memory Sales Advisor to provide current information about customers.

1.3.2 JD Edwards EnterpriseOne Advanced Pricing

The JD Edwards EnterpriseOne Advanced Pricing system from Oracle enables you to group customers and items so you can accommodate different market sectors and product lines; you do not have to define adjustments for each item or customer. You can define price groups by customers, items, customer groups, or item groups. You also can identify customers by Sold To, Ship To, or Parent addresses.

The JD Edwards EnterpriseOne Advanced Pricing system integrates with JD Edwards EnterpriseOne In-Memory Sales Advisor to provide line up-sell opportunity breaks with their respective prices and to evaluate quantity, weight, and amount adjustments for order and basket up-sell opportunities.

1.3.3 JD Edwards EnterpriseOne Fulfillment Management

The JD Edwards EnterpriseOne Fulfillment Management system from Oracle addresses situations in which enterprises have demand greater than supply. The purpose of the JD Edwards EnterpriseOne Fulfillment Management system is to fulfill orders in accordance with criteria from the sales order, customer, and service level rules agreed upon between you and your customers. The JD Edwards EnterpriseOne Fulfillment Management system significantly reduces or eliminates backorders that occur because of inventory availability issues.

The JD Edwards EnterpriseOne Fulfillment Management system integrates with JD Edwards EnterpriseOne In-Memory Sales Advisor to support inventory allocation of product to the customer.

1.3.4 JD Edwards EnterpriseOne Inventory Management

The JD Edwards EnterpriseOne Inventory Management system from Oracle stores item information for the JD Edwards EnterpriseOne Sales Order Management system, JD Edwards EnterpriseOne Procurement system, and JD Edwards EnterpriseOne Manufacturing and Supply Chain Management systems from Oracle. JD Edwards EnterpriseOne Inventory Management also stores sales and purchasing costs and quantities available by location and tracks holds for locations from which items should not be sold. Any change in inventory valuation, count variances, or movement updates the general ledger.

The JD Edwards EnterpriseOne Inventory Management system integrates with JD Edwards EnterpriseOne In-Memory Sales Advisor to define and manage items for sales order entry.

1.3.5 JD Edwards EnterpriseOne Sales Order Management

The JD Edwards EnterpriseOne Sales Order Management system from Oracle controls all aspects of processing sales orders. The system enables sales order entry, shipment confirmation, and sales update.

The JD Edwards EnterpriseOne Sales Order Management system integrates with JD Edwards EnterpriseOne In-Memory Sales Advisor to support dynamic product suggestions and order profit display in relation to specific orders at sales order entry.

The JD Edwards EnterpriseOne Sales Order Management system integrates with JD Edwards EnterpriseOne In-Memory Sales Advisor to monitor supply and demand in real-time and dynamically analyze and evaluate historical sales information to forecast demand, increase revenue, monitor profit margins, and enhance overall customer satisfaction.

1.4 JD Edwards EnterpriseOne In-Memory Sales Advisor Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne In-Memory Sales Advisor solution.

In the planning phase of your implementation, take advantage of all Oracle sources of information, including the installation guides and troubleshooting information.

When determining which electronic software updates (ESUs) to install for the JD Edwards EnterpriseOne In-Memory Sales Advisor solution, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search and download ESUs by 75 percent or more and enables you to install multiple ESUs simultaneously.

See JD Edwards EnterpriseOne Tools Software Updates Guide.

1.4.1 Global Implementation Steps

This list outlines the suggested global implementation steps for the JD Edwards EnterpriseOne In-Memory Sales Advisor solution:

• Set up global user-defined code (UDC) tables.

  See "Working With User Defined Codes" in the JD Edwards EnterpriseOne Tools System Administration Guide.

• Set up fiscal date patterns.

  See "Setting Up Fiscal Date Patterns" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

• Set up companies.

  See "Setting Up Companies" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

• Set up business units.

  See "Setting Up Business Units" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

• Set up next numbers.

  See "Setting Up Next Numbers" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

• Set up accounts and the chart of accounts.

  See "Setting Up Accounts" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

• Set up General Accounting constants.

  See "Setting Up Constants for General Accounting" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

• Set up multicurrency processing, including currency codes and exchange rates.

  See "Preface" in the JD Edwards EnterpriseOne Applications Multicurrency Processing Implementation Guide.

• Set up ledger type rules.

  See "Setting Up Ledger Type Rules for General Accounting" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

• Set up address book records.

  See "Entering Address Book Records" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.

• Set up default location and printers.

  See "Working with Report Printing Administration" in the JD Edwards EnterpriseOne Tools Report Printing Administration Technologies Guide.

• Set up branch/plant constants.

  See "Defining Branch/Plant Constants" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.

• Set up Manufacturing/Distribution automatic accounting instructions (AAIs).

  See "Setting Up AAIs in Distribution Systems" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.

• Set up document types.

  See "Setting Up Document Type Information" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.

• Set up item records.

  See "Entering Item Information" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.

1.4.2 In-Memory Sales Advisor Implementation Steps

This list outlines the suggested application-specific implementation steps for the JD Edwards EnterpriseOne In-Memory Sales Advisor solution:

• Set up constants for the JD Edwards EnterpriseOne In-Memory Sales Advisor solution.

  See Setting Up Sales Advisor Constants.

• Set up sales advisor included document types.

  See Setting Up Sales Advisor Included Document Types.