This chapter discusses these topics:
Section 49.1, "Search Sales Order Mobile Applications Overview"
Section 49.2, "Setting Up the Search Sales Order Mobile Applications"
Section 49.3, "Using the Search Sales Order Mobile Tablet Application (M42060)"
Section 49.4, "Using the Search Sales Order Mobile Smartphone Application (M42061)"
Important Note: Before using the mobile applications, Oracle strongly recommends that users have a complete understanding of how to use the associated processes and applications in the JD Edwards EnterpriseOne base software.For additional information about the processes and applications associated with the mobile applications discussed in this chapter, see: |
You use the Search Sales Order mobile applications to search for and review sales order information, and add notes associated with the sales order.
The Search Sales Order mobile applications enable you to:
Search for sales orders by using filtered criteria.
Review sales order information including customer information, delivery instructions, sales order status, quantity ordered, unit of measure, date information, and price information.
Review payment terms and currency information, such as foreign and base currency, and currency exchange rates when applicable.
Review the address and location details of the delivery location, and use the device's map and navigational features to locate the delivery site.
This table lists the applications that are available to review sales order information:
Type of Application | Additional Information |
---|---|
Base EnterpriseOne application | To add, review, and update sales order information, use the Sales Order Entry program (P42101) in the JD Edwards EnterpriseOne system. |
Tablet application | Search Sales Order (M42060)
To download the application to your tablet, search on the following text in the application store:
|
Smartphone application | Search Sales Order (M42061)
To download the application to your device, search on the following text in the application store:
|
Before using the Search Sales Order tablet or smartphone application, set the processing options for the Search Sales Order tablet application (M42060) and the Search Sales Order smartphone application (M42061). You set the processing options to specify whether to allow alternate language search and to specify the versions that the mobile application uses for Sale Order Entry programs (P4210) and (P42101).
Mobile applications are intended to be a simplified version of the applications that are available in the base software. In most cases, these applications provide a subset of the functionality available in the base software.
Barcode Scanning (Release 9.1 Update)
The Search Sales Order tablet and smartphone applications (M42060 and M42061) are designed to scan data from a barcode and populate the item number in the Item Number field. To scan barcode data, you can use the native camera on your device or a third-party handheld Bluetooth-enabled scanning device. To use this functionality, you must create barcodes that represent a single field in the JD Edwards EnterpriseOne system. These applications does not accept barcodes that consist of data for multiple fields.
You can generate barcodes using services such as those offered by Barcodes Inc.
Note: Oracle is not affiliated with Barcodes, Inc., and does not require or recommend that you use this service to create your barcodes. |
Language Support
Additionally, you should be aware of how a user's language preference can affect the search functionality for business unit and branch/plant records. See Section 1.2.2.1, "Language Support for Business Unit and Branch Plant Searches"
Before you can use the Search Sales Order mobile applications on a mobile tablet device, you: must
Set processing options for the Search Sales Order mobile applications (M42060 and M42061).
The system administrator must set the processing options for these mobile applications before the applications are made available to end users.
(Release 9.1 Update) Set the Bluetooth option in your device's settings to disable Bluetooth if you want to use the native device camera to scan barcodes of item number. Enable the Bluetooth option if you want to use a Bluetooth-enabled scanning device to scan the barcodes. To scan barcodes using a Bluetooth scanning device, you must configure the scanning device on the mobile device.
You use processing options to specify default processing information for a program.
Use this processing option to specify whether the program allows alternate language search. Values are:
Blank: Do not allow alternate language search.
1: Allow alternate language search.
When you activate this option, the system applies the functionality to the Item Number field located on the Filter pane.
Use this processing option to specify which version of the Sales Order Entry program (P42101) the system uses to process sales orders. The Search Sales Order tablet application processes sales orders based on the processing options of the version that you specify. If you leave this option blank, the system uses version ZJDE0001.
Use this processing option to specify which version of the Sales Order Entry program (P4210) the system uses to process sales orders. The Search Sales Order tablet application processes sales orders based on the processing options of the version that you specify. If you leave this option blank, the system uses version ZJDE0001.
You use processing options to specify default processing information for a program.
Use this processing option to specify whether the program allows alternate language search. Values are:
Blank: Do not allow alternate language search.
1: Allow alternate language search.
Use this processing option to specify which version of the Sales Order Entry program (P42101) the system uses to process sales orders. The Search Sales Order smartphone application processes sales orders based on the processing options of the version that you specify. If you leave this option blank, the system uses version ZJDE0001.
Use this processing option to specify which version of the Sales Order Entry program (P4210) the system uses to process sales orders. The Search Sales Order smartphone application processes sales orders based on the processing options of the version that you specify. If you leave this option blank, the system uses version ZJDE0001.
The Item Number filter available in the Search Sales Order mobile applications (M42060 and M42061) enable you to filter sales order records by item. To enter data in this filter field, you have three options. You can:
Use the keyboard on your mobile device to manually enter the data.
Use the camera application on your mobile device to scan the data. To use this option, you must disable the Bluetooth option in your device settings.
Use a Bluetooth-enabled scanning device to scan the data. To use this option, you must:
Enable the Bluetooth option in your device settings.
Configure the third-party scanning device to connect to your mobile device.
Note that when you enable the Bluetooth option in your device settings, the system locks the keyboard; you can use the keyboard only after you disable the Bluetooth option.
The Search Sales Order tablet application enables you to search for and review sales order information, and update notes associated with the sales order.
Before you can use the application, you must download and install the application from the application store on your device.
To open the application, tap the Order Search icon and log in.
To review sales order information on your tablet:
Open the application by tapping the Order Search icon on your device, and then log in.
See Section 3.2, "Logging Into Mobile Enterprise Applications"
To refine the list of items that appears on your screen, tap the Filter button to access the Filters pane. You can use these fields to filter sales order information:
Sold To Customer
Ship To Customer
Customer PO
Order Number
Order Type
Item Number
You can enter data in the Item Number field using one of these options:
Use the keyboard on your mobile device to manually enter the data.
Use the camera application on your mobile device to scan the data.
To use this option, tap the QR Code button next to the Item Number field. The system launches the device camera and you can scan the barcode of the item number.
Use a Bluetooth-enabled scanning device to scan the data.
To use this option, tap the Item Number field to activate the scanning device. Then, scan the barcode of the item using the scanning device.
Branch Plant
Date
Status
In the Filters pane to continue the search using the specified filters, tap the Apply button. When you tap the Apply button, the system:
Takes you to the list of sales orders that are displayed in the left pane based on your filter values.
In the right pane, the system displays the sales order header information for the first sales order in the list. The default view is the information on the Header tab.
Saves the filter values that you entered. The system displays the saved filter values the next time you open the filter screen.
To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:
Takes you to the list of branch plants that stock the item with the last saved filter values, if applicable.
Ignores the filter values that you entered, and restores the last saved filter values to the filter fields.
To delete all the filter values that you specified, and to enter new filter values, tap the Clear button.
Review the information in the Order tab. In the Order tab the system displays the following information:
Sold To
Ship To
Customer PO
Order By (the buyer)
Requested Date
Order Total (total cost of the order)
Payment Terms
Delivery Instructions
Sold to Address
Ship To Address
Tap the link in the Sold To Address or Ship To Address sections of the screen to use the map or navigational features of your device.
To review sales order detail information, tap the Detail tab.
The systems displays detail information for each line number on the sales order. The detail information includes quantity, unit and extended price, last and next status, and date information.
Figure 49-2 Sales Order Search - Detail Screen: Tablet
To add or review notes, tap the Notes tab.
Tap in the New Notes section and enter notes for the sales order.
Tap the Save button to update the note.
When you save the note, the system appends the note to the Notes History section. However, the system does not stamp the note entry with a date. The last note in the list of notes is the most recent note.
To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.
The Search Sales Order smartphone application enables you to search for and review sales order information, and update notes associated with the sales order.
Before you can use the application, you must download and install the application from the application store on your device.
To open the application, tap the Order Search icon and log in.
To review sales order information on your smartphone:
Open the application by tapping the Order Search icon on your device, and then log in.
See Section 3.2, "Logging Into Mobile Enterprise Applications"
To refine the list of sales orders that appear on your screen, tap the Filter button to access the Filters screen. You use these fields to filter sales order information:
Sold To Customer
Ship To Customer
Customer PO
Order Number
Order Type
Item Number
You can enter data in the Item Number field using one of these options:
Use the keyboard on your mobile device to manually enter the data.
Use the camera application on your mobile device to scan the data.
To use this option, tap the QR Code button next to the Item Number field. The system launches the device camera and you can scan the barcode of the item number.
Use a Bluetooth-enabled scanning device to scan the data.
To use this option, tap the Item Number field to activate the scanning device. Then, scan the barcode of the item using the scanning device.
Branch Plant
Date
Status
On the Filters screen to continue the search using the specified filters, tap the Apply button. When you tap the Apply button, the system:
Takes you to the list of sales orders that are displayed based on your filter values. Tap the Next Field button to display the Sales Order screen. The default view is the information on the Header tab.
Saves the filter values that you entered. The system displays the saved filter values the next time you open the filter screen.
To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:
Takes you to the list of branch plants that stock the item with the last saved filter values, if applicable.
Ignores the filter values that you entered, and restores the last saved filter values to the filter fields.
To delete all the filter values that you specified, and to enter new filter values, tap the Clear button.
Review the information in the Order tab. In the Order tab the system displays the following information:
Sold To
Ship To
Customer PO
Ordered By
Order Date
Requested Date
Order Total
Payment Terms
Delivery Instructions
Sold To Address
Ship To Address
Tap the link in the Sold To Address or Ship To Address sections of the screen to use the map or navigational features of your device.
To review the sales order detail information, tap the Detail tab.
The systems displays the item number, quantity, and unit price for each line number on the sales order.
Tap a line number to see additional sales order detail information associated with the line number.
The system displays the Line Details screen. The default view is the information on Line Detail tab.
In the Line Detail tab, the system displays:
Quantity
Ship To
Unit Price
Extended Price
Last Status
Next Status
Figure 49-5 Line Details Screen: Smartphone
To review sales order date information, tap the Dates tab.
In the Dates tab, the system displays:
Requested Date
Scheduled Pick Date
Promised Ship Date
Actual Ship Date
Promised Delivery Date
Invoice Date
Cancel Date
Tap the Details button to return to the Sales Order screen.
To add or review notes, tap the Notes tab.
Tap in the New Notes section and enter notes for the sales order.
Tap the Save button to update the note.
When you save the note, the system appends the note to the Notes History section. However, the system does not stamp the note entry with a date. The note at the bottom of the list of notes is the most recent note.
To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.