This chapter contains the following topics:
Understanding System Configuration for Outbound Inventory Management
Setting Up Outbound Inventory Item Groups (Release 9.1 Update)
Setting Up Location Cross Reference for Electronic Data Interchange (EDI)
Before you use the JD Edwards EnterpriseOne Outbound Inventory Management system, you must define certain information that the system uses during processing. You use this information to configure the system to meet the company's business needs.
This table describes the information that you must set up for this system:
| Setup Information | Description |
|---|---|
| Activating Outbound Inventory Management | You activate Outbound Inventory Management to use the system. |
| UDCs | You can set up UDCs to configure the system for order processing. |
| Constants | You set up constants to provide the system with the following types of default information:
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| Order Line Types | You can define codes that determine how the system processes a detail line in an order. |
| Order Activity Rules | You can establish the sequence of steps to process an order. |
| AAIs | You set up AAIs to provide JD Edwards EnterpriseOne Sales Order Management with accounting information and general ledger relationships that are necessary to interact with JD Edwards EnterpriseOne General Accounting. |
This section provides an overview of system activation and discusses how to activate the JD Edwards EnterpriseOne Outbound Inventory Management system.
Before you can set up and process consigned inventory and VMI transactions, you must activate the JD Edwards EnterpriseOne Outbound Inventory Management system. The system code for Outbound Inventory Management is 42I. To activate system 42I, a record containing the following data must exist in the OneWorld System Control File (F99410) table:
The Data Item field contains SY42I.
The Use Module field contains Yes.
You activate system code 42I using the EnterpriseOne System Control program (P99410). The JD Edwards EnterpriseOne system stores system constants in the F99410 table.
To activate JD Edwards EnterpriseOne Outbound Inventory Management:
Access the EnterpriseOne System Control - Revisions form.
| Form Name | Form ID | Navigation |
|---|---|---|
| EnterpriseOne System Control - Revisions | W99410B | Enter P99410 in the Fast Path field and press Enter.
On the Work With EnterpriseOne System Control form, select the row containing data item SY42I and click Select. |
Verify that the value SY42I is in the Data Item field.
The system displays the system constant description associated with SY42I, Use Outbound Inventory Module, in the alpha description field
Select Yes in the Module Existence options.
Click OK to activate JD Edwards EnterpriseOne Outbound Inventory Management.
This section provides an overview of each UDC that you should set up for JD Edwards EnterpriseOne Outbound Inventory Management system.
UDCs enable you to configure the way the system operates. You must add these code types in the UDC tables.
Outbound Inventory Interface defines the line types used for outbound inventory transactions. The system contains the following hard-coded outbound inventory interfaces:
S: Internally Owned Shipment
B: Internally Owned Billing
V: Customer Owned Shipment/Billing
You should not change the hard-coded outbound inventory interfaces.
You use the Outbound Inv. Agreement Type UDC to define the agreement types you use with the JD Edwards EnterpriseOne Outbound Inventory Management system. The system contains the following hard-coded values:
C: Consigned Inventory Agreement
I: Internally Owned VMI Agreement
V: Customer Owned VMI Agreement
You should not change the hard-coded outbound inventory agreement types.
You use this UDC to indicate the next action after an agreement has expired. The system contains the following hard-coded values:
B: Bill for remaining goods
E: Extend agreement
R: Return remaining goods
You should not change the hard-coded outbound inventory interfaces.
You use this UDC to set up outbound inventory location types. The system contains the following hard-coded outbound inventory location types:
I: In-Transit Location
R: Hold Location
You use this UDC to specify the replenishment method the system uses. The system contains the following hard-coded values:
C: Custom Method
Select this option to specify that the system uses a custom method to generate replenishment orders.
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Note: This is a future use field. All functionality related to this field may not be currently available. |
O: One-to-One
Select this option to specify that the system uses one-to-one replenishment method.
When you select the one-to-one replenishment method, the system generates replenishment orders as soon as quantity is consumed from the customer's location.
R: Reorder Point
Select this option to specify that the system uses reorder point replenishment method.
Reorder point is the quantity that triggers generation of replenishment orders. You set up a reorder point as the threshold quantity you must maintain at the customer's location.
When you select the reorder point replenishment method, the system generates replenishment orders when the quantity available for consumption at the customer's location is less than the reorder point.
You use this UDC to specify the frequency for conducting audits. The system contains the following hard-coded values:
D: Daily
H: Semiannually
M: Monthly
Q: Quarterly
W: Weekly
Y: Annually
You use this UDC to specify the reason why an agreement is changed. JD Edwards EnterpriseOne has predefined the following reason codes:
DIS: Damaged in Shipment
EXP: Expired Date
NTS: Not Up To Standard
QTY: Quantity Problem
You use this UDC to specify why quantity is kept on hold. JD Edwards EnterpriseOne has predefined the following reason codes:
DIS: Damaged in Shipment
EXP: Expired Date
NTS: Not Up To Standard
QTY: Quantity Problem
You use this UDC to specify the status for outbound inventory cycle count. The system contains the following hard-coded values:
10: Items Selected for Count
20: Items Entered after Count
30: Items Printed
40: Approved
You use this UDC to specify whether a consumption record represents full consumption, partial consumption or consumption reversal. D Edwards EnterpriseOne has predefined the following codes:
1: Consumption Record
2: Consumed Record Fully Reversed
3: Partially Reversed (Future Use)
4: Consumption Reversal record
You use this UDC to specify the hold or return status of outbound inventory. The system contains the following hard-coded values:
10: Moved to hold during acknowledgement
20: Moved to hold after acknowledgement
30: Moved back to outbound location
40: Returned from hold location
50: Return through RMA (Return Material Authorization)
This section discusses how to set up replenishment frequencies for outbound inventory management.
You use replenishment frequency to generate replenishment orders based on pre-configured dates and schedules. You can use the Replenishment Frequency value to trigger replenishment orders daily, weekly, monthly or yearly. You use the Frequency Schedule Recurrence Revision application (P42I14) to create frequency schedules.
Access the Frequency Schedule Recurrence Revision form:
| Form Name | Form ID | Navigation |
|---|---|---|
| Frequency Schedule Recurrence Revision | W42I14C | On the Outbound Inventory Agreement Details form, click the visual assist button next to the Frequency Schedule field. Click Add. |
On the Frequency Schedule Recurrence Revision form, complete the following fields:
Enter a unique name for the replenishment frequency schedule.
Use this option to set up replenishment frequency for days in a week.
Complete the fields on the Weekly tab to set up weekly replenishment frequency. Select the days of the week when the system must trigger replenishment. The system also enables you to create replenishment every (n) weeks.
Complete the fields on the Monthly tab to set up monthly replenishment frequency. You can set up replenishments to trigger on every (n) day of every (x) month. You can also set up replenishment frequency using UDC (H91/WK) and (H91/DW). for example, you can set up replenishment frequency as every second weekday of every 2 months.
Complete the fields on the Yearly tab to set up yearly replenishment frequency. You can set up replenishments to trigger on a specific month date. For example, you can schedule a replenishment to trigger on every January 1.
You can also set up replenishment frequency using UDC (H91/WK), (H91/DW) and (H91/MY). For example, you can set up replenishment frequency as the second Sunday of January.
This section provides an overview of outbound branch/plant and discusses how to setup outbound branch/plants.
An outbound branch/plant is a virtual branch/plant used to manage consigned or vendor managed inventory through the JD Edwards EnterpriseOne Outbound Inventory Management system.
Access the Branch/Plant Constants form.
| Form Name | Form ID | Navigation |
|---|---|---|
| Branch/Plant Constants | W41001H | Sales Order Management Setup (G4241), Branch/Plant Constants.
Click Add on the Work With Branch/Plant Constants form. |
To set up a branch/plant as outbound branch/plant, complete the following fields:
Select this option if you want to use the branch/plant to complete outbound inventory transactions.
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Note:
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This section provides an overview of outbound inventory locations and discusses how to set up outbound inventory locations.
Before you can use the JD Edwards EnterpriseOne Outbound Inventory Management system, you must setup outbound inventory locations. You must setup the following locations:
Outbound inventory location
In-transit location
Hold Location
Before you can use the outbound branch/plant, you must create locations in it. Use this location as the customer's location used to store and maintain the inventory shipped to the customer. For example, you can use customer number or the global locator number (GLN) of the warehouse as the outbound inventory location.
You create an outbound inventory in-transit location to hold inventory that has been shipped from the supplier but not yet received at the customer's location.
You set up an outbound inventory hold location to hold inventory that has been received at the customer's location but is unusable.
For example, inventory received at a customer's location may have been damaged in shipment or is past its expiry date. In such cases, you move the inventory from the customer's location to the hold location.
When you move inventory to the hold location, it is unavailable for consumption.
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Note: You can move the inventory from the hold location back to the customer's location after it is made usable. |
Before you complete the tasks in this section, you must have:
Set up an outbound branch/plant.
Created locations using the Location Master application.
Set up created locations as staging locations.
|
Note: The outbound inventory in-transit and hold locations are temporary locations. You must set up these locations as staging locations before you use them as in-transit and hold locations. |
Access the Outbound Inventory Location Revisions form.
| Form Name | Form ID | Navigation |
|---|---|---|
| Outbound Inventory Location Revisions | W42I05B | Outbound Inventory Setup (G42I41), Outbound Inventory Locations.
Click Add on the Work With Outbound Inventory Locations form. |
To set up an outbound inventory in-transit location, complete the following fields on the Outbound Inventory Location Revisions form:
Enter the outbound branch/plant under which you want the in-transit location.
Enter the location which you want to set up as an in-transit location.
Enter I to set up the location as an in-transit location.
To set up an outbound inventory hold location, complete the following fields on the Outbound Inventory Location Revisions form:
Enter the outbound branch/plant under which you want the hold location.
Enter the location which you want to set up as a hold location.
Enter Rto set up the location as a hold location.
This section provides an overview of AAIs for Outbound Inventory Management and discusses how to set up AAIs for Outbound Inventory Management.
Each time you enter a transaction for which the system must create journal entries, the system must locate the appropriate account numbers. It does this by reviewing the AAI tables that correspond to the transaction.
When you enter an internally owned shipment order, the system uses the 4243 and 4240 AAIs.
| AAI | Description |
|---|---|
| 4243 | Used for tracking inventory at the customer's location. This AAI is used exclusively for internally owned shipment orders. |
| 4240 | Credits the inventory value to an inventory account. |
Access the Work With AAIs form and click the Add button.
| Form Name | Form ID | Navigation |
|---|---|---|
| Work With AAIs | W40950A | Enter P40905 in the Fastpath. |
On the AAI Record Types form, complete the following fields:
Enter 4243. For internally owned shipment orders, the system uses the AAI 4243.
Enter a description for the AAI. For example, you can enter 'Consigned Inventory'.
Enter N.
Entering N indicates that the line you are creating here is not text only and is a line for which you plan to define AAI information.
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Note: The code you enter here determines whether the system displays an option field next to this line on the Automatic Accounting Instruction screen. |
Enter 4240. For updating inventory value to an inventory account, the system uses the AAI 4240.
Enter a description for the AAI. For example, you can enter 'Inventory'.
Enter N.
Entering N indicates that the line you are creating here is not text only and is a line for which you plan to define AAI information.
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Note: The code you enter here determines whether the system displays an option field next to this line on the Automatic Accounting Instruction screen. |
This section provides an overview of order line types and discusses how to set up order line types.
When you enter detail information for an outbound inventory order, you enter the quantity, price, and cost for each item. You can also enter an internally owned shipment line, a non-stock item, and vendor managed inventory information in the same sales order.
Each entry is a line. A line is the information for an item or service that you are ordering as it pertains to the order. The system processes each line based on a line type.
A line type is a code that the system uses to process each detail line that you enter for a specific order type. For example, you can specify line type S for stock items. The system determines whether it should increase or decrease the quantity of the item in inventory. You can specify line type F for freight charges. The system determines from the definition of the line type that this item is not an inventory item.
You can specify how the system uses line types in the general ledger and within JD Edwards EnterpriseOne Outbound Inventory Management. For example, when you complete an internally owned shipment transaction, you can assign a line type for internally owned shipments. The system records the transaction according to the information that you specified for the line type. In this case, the system does not associate any price with the internally owned shipment line type.
You must create the following line types to use the JD Edwards Outbound Inventory Management system:
S: Internally owned shipment (used for internally owned shipment orders)
B: Internally owned billing (used for internally owned billing orders)
V: Customer owned shipment/billing (used for customer owned VMI orders)
The following table describes the three different line types used for JD Edwards EnterpriseOne Outbound Inventory Management system:
| Line Type | Line Type Description | Used for Agreement | Order Lines with Price |
|---|---|---|---|
| S | Internally Owned Shipment | Consigned Inventory Agreement
Internally Owned Vendor Managed Inventory |
No |
| B | Internally Owned Billing | Consigned Inventory Agreement
Internally Owned Vendor Managed Inventory |
Yes |
| V | Customer Owned Shipment/Billing | Customer Owned VMI Agreement | Yes |
You must create the following three different line types to use the JD Edwards EnterpriseOne Outbound Inventory Management system:
S: Internally owned shipment
B: Internally owned billing
V: Customer owned shipment/billing
Access the Line Type Constants Revisions form.
| Form Name | Form ID | Navigation |
|---|---|---|
| Line Type Constants Revisions | W40205B | Sales Order Management Setup (G4241), Order Line Types.
Click Add on the Work With Line Types form. |
To create internally owned shipment line type:
Enter a value to use as internally owned shipment line type.
Click the visual assist button and select option S - Internally Owned Shipment.
This section provides an overview of order activity rules, lists prerequisites, and discusses how to set up order activity rules for outbound inventory management.
To advance an outbound inventory order through the order process, you must create order activity rules. The system uses order activity rules to determine the sequence of steps for processing outbound inventory order information.
The system processes an outbound inventory order line based on the order activity rules that you set up for the order type and line type combination. The following table illustrates examples of order activity rules you could set up for outbound inventory orders:
| Internally Owned Shipment Orders | Internally Owned Billing Orders | Customer Owned VMI Orders |
|---|---|---|
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|
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For example, you could set up the order activity rules for internally owned shipment line types in internally owned shipment orders as:
Enter internally owned shipment order
Print Pick Slip
Confirm Shipment
Print Invoices
Update Sales
You must assign a status code for every step in the outbound inventory order process. A status code is a number that the system uses to identify the current status of an order line. You must also identify next status codes that determine the next step to which the system advances the order. You must arrange status codes in ascending numeric order for the system to establish the sequence of steps.
Using JD Edwards EnterpriseOne Outbound Inventory Management order activity rules, you can:
Locate the status of an outbound inventory order.
Select orders for batch processing.
Prepare orders based on the order statuses.
Before you complete the tasks in this section, verify that you have:
Setup status codes in UDC 40/AT.
Setup order types in UDC 40/DT.
Setup order line types.
Access the Order Activity Rules - Revisions form.
| Form Name | Form ID | Navigation |
|---|---|---|
| Order Activities Rules - Revisions | W40204A | Sales Order Management Setup (G4241), Order Activity Rules.
Click Add on the Work With Order Activity Rules form. |
Enter a code from UDC 00/DT that identifies the type of document. This code also indicates the origin of the transaction.
Document type codes are reserved for vouchers, invoices, receipts, and time sheets, which create automatic offset entries during the post program. (These entries are not self-balancing when you originally enter them.)
Enter a code that controls how the system processes lines on a transaction. It controls the systems with which the transaction interfaces, such as General Ledger, Job Cost, Accounts Payable, Accounts Receivable, and Inventory Management. It also specifies the conditions under which a line prints on reports, and it is included in calculations. Codes include the following:
For outbound inventory, select the line types you created for the different outbound inventory transactions. See Setting Up Outbound Inventory Order line Types
Enter a user defined code (40/AT) indicating the next step in the order flow of the line type.
Enter a value to update a record in the S.O Ledger Detail File table (F42199). Values are:
Y: Write a record for selected fields to the history table.
N: Do not write a record to the history table.
This section provides an overview of outbound inventory item groups, lists prerequisites, and discusses how to create outbound inventory item groups.
You create outbound inventory item groups to group items with similar characteristics together. You can then create consigned or vendor managed inventory agreements for each outbound inventory item group. You can define quantities, prices and replenishment methods for each outbound inventory item group when setting up agreements.
The system updates the following information when you create an outbound inventory item group:
| Table | Information |
|---|---|
| Outbound Inventory Agreement Item Groups (F42I013) | The system adds a different record for each item that you add to the outbound inventory item group. The system adds outbound inventory item group, branch/plant, short item number and second item number for each item added to the outbound inventory item group. |
Access the Outbound Inventory Item Groups form:
| Form | Navigation |
|---|---|
| Outbound Inventory Item Groups (W42I013A) | Outbound Inventory Setup menu (G42I41), Outbound Inventory Item group.
On the Work With Outbound Inventory Item Groups form, click Add. |
On the Outbound Inventory Item Groups form, complete the following fields:
Enter the name for the outbound inventory item group. You use the Outbound Inventory Item Group to group items which may belong to one outbound inventory agreement.
Enter the item numbers for the item you want to add to the item group.
After adding all required items to the item group, click OK.
This section provides an overview of setting up location cross references for electronic data interchange (EDI) and discusses how to use the Work With Location Cross Reference program.
You can use outbound location cross references to map customer locations in data received through EDI, to locations in the JD Edwards EnterpriseOne Outbound Inventory Management system. You use the Work With Location Cross Reference program (P4109) to set up outbound inventory location cross references.
When you create a location cross reference, the system creates a record in the Location Cross Reference table (F4109) with the following information:
| Field | Description |
|---|---|
| Cross Reference Type | A code that identifies the type of Location- cross reference from the UDC 41/LR.
Location Cross Reference Type O identifies that the record in Location cross reference table (F4109) corresponds to outbound customer location. |
| Supplier Number | The address number of the customer or supplier. |
| Location | The storage location from where the inventory is be moved. |
| Location Cross Reference | A code that allows you to replace a customer location from Location Cross Reference table (F42I04). |
Access the Location Cross Reference Revisions form.
| Form Name | Form ID | Navigation |
|---|---|---|
| Location Cross Reference Revisions | W4109B | Outbound Inventory Setup (G42I41), Location Cross Reference.
Click Add on the Work With Location Cross Reference form. |
On the Location Cross Reference Revisions form, complete the following fields:
Enter the address book number of the supplier.
Enter a code from UDC 41/LR that identifies the type of location- cross reference. Enter O for outbound location cross reference.
Enter the branch/plant from where the goods are shipped.
Enter the location from where inventory is moved.
Enter a code that enables you to replace a customer location from the Location Cross Reference table (F42I04).