Account Number

Enter the customer's account number with the credit card company or bank. This is one of three fields available to record credit card transactions.

Apply Freight

Select this option to specify that the system performs freight calculations during processing.

Approved

Review the code in this field to determine the active status of a price.

Authorization No. (authorization number)

Enter the number or code, which is issued by the credit card company or bank, that is used to identify the transaction.

Base

Enter a code that specifies the currency of the company for a transaction. For a foreign currency transaction, this is the currency code of the domestic side of the transaction. This can be any code defined for the system in the Designate Currency Codes program.

Carrier Number

Enter the address number for the preferred carrier of the item. The customer might prefer a certain carrier due to route or special handling requirements.

Cross Reference Type

Enter a user-defined code (UDC) (41/DT) that identifies the type of cross-reference set up for this customer. Examples of cross-reference types include:

• Substitutes

• Replacements

• Bar codes

• Customer item numbers

• Supplier item numbers

• Promotional items

Cust Price Grp (customer price group)

Enter a UDC (40/PC) to identify the pricing group associated with this customer or supplier.

For sales orders, you assign a pricing group to a customer through the Customer Billing Instructions. Groups typically contain customers with common pricing characteristics, such as retailers, wholesalers, and so forth.

For purchase orders, you assign a pricing group to a supplier through the Supplier Billing Instructions.

Customer PO (customer purchase order)

Enter the number of the purchase order that you want to use as a cross-reference or secondary reference number.

Detail Branch/Plant

Enter an alphanumeric code to identify a separate entity within a business for which you want to track costs. The code you enter in this field might represent a warehouse location, job, project, work center, branch, or plant.

You can assign this value to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department.

Business unit security might prevent you from viewing information about business units for which you have no authority.

Display VM (display volume)

(Optional) Enter a UDC (00/UM) that identifies the unit of measure that the system uses to display volume for this branch/plant. The system inputs a value in this field from Branch/Plant Constants - Page 2 (P41001). You can override this default value.

Display WT (display weight)

Enter a UDC (00/UM) that identifies which unit of measure the system uses to display the weight of individual order lines, and the order as a whole, for this customer when you use the order summary form.

Exchange Rate

Enter a number (exchange rate) that a foreign currency amount is multiplied by to calculate a domestic currency amount.

The number in this field can have a maximum of seven decimal positions. If more are entered, the system adjusts to the nearest seven decimal positions.

Expiration Date

Enter the date a given credit card account number used by customers will no longer be valid. It is for information purposes only.

F/Invoice Report (flag/invoice report)

Enter the date when the invoice was recorded in the Sales IVG Ledger.

F/Mag Invoice Report (flag magnetic invoice report)

Displays the date in which the invoice was recorded in the magnetic Sales IVG Ledger.

Foreign

Enter a code that specifies whether amounts are in the domestic currency of the company associated with the transaction, or in the foreign currency of the customer.

Values are:

D: Domestic

F: Foreign

Freight Code

Enter a UDC (42/FR) to designate the method by which supplier shipments are delivered. For example, the supplier could deliver to the company's dock, or you could pick up the shipment at the supplier's dock. You can also use these codes to indicate who has responsibility for freight charges. For example, you can have a code indicating that the customer legally takes possession of goods as soon as they leave the supplier warehouse and is responsible for transportation charges to the destination.

Gross Weight

Review this value to determine the weight of one unit of an item, expressed in the primary unit of measure.

Hold Code

Enter a UDC (42/HC) that identifies why an order is one hold. The system populates this field during order processing if the hold checking for that type of hold code is specified in processing option setup of Sales Order Entry programs (P4210 and P42101) and if the corresponding criteria for hold is met.

Invoice Date

Displays the date the invoice was printed. The system updates this date when you run the invoice print program in JD Edwards EnterpriseOne Sales Order Management from Oracle.

Item Number

Enter a number that identifies the item. The system provides three separate item numbers plus an extensive cross-reference capability to alternative item numbers. The three types of item numbers are:

Item Number (short)

An 8-digit, computer-assigned item number.

2nd Item Number

A 25-character, user-defined, alphanumeric item number.

3rd Item Number

Another 25-character, user-defined, alphanumeric item number.

In addition to these three basic item numbers, the system provides an extensive cross-reference search capability. You can define numerous cross-references to alternative part numbers. For example, you can define substitute item numbers, replacements, promotional items, bar codes, customer numbers, or supplier numbers.

Last Status

Review the UDC (40/AT) to determine the last step in the processing cycle that has been successfully completed for this order line.

License Plate No (license plate number)

Review the license plate number of a given truck in the truck assignment system.

Line Type

Enter a code to control how the system processes lines on a transaction. This value controls transaction interfaces with the JD Edwards EnterpriseOne General Ledger system from Oracle, JD Edwards EnterpriseOne Job Cost system from Oracle, JD Edwards EnterpriseOne Accounts Payable system from Oracle, JD Edwards EnterpriseOne Accounts Receivable system from Oracle, and JD Edwards EnterpriseOne Inventory Management system from Oracle. It also specifies the conditions under which a line prints on reports, and it is included in calculations. Some common codes are:

S: Stock item.

J: Job cost.

N: Non-stock item.

F: Freight.

T: Text information.

M: Miscellaneous charges and credits.

W: Work order.

Mode of Trans (mode of transportation)

Enter a UDC (00/TM) that describes the nature of the carrier being used to transport goods to the customer. For example, by rail, by road, and so on.

Net Weight

Review the weight of the goods sold, less the weight of packaging.

Next Order Date

Enter the next date that a recurring order is to be processed.

Next Status

Review this UDC (40/AT) to determine the next step in the order flow of the line type.

O (optional)

Enter a code to specify whether a component of a kit is standard or optional. Codes are:

S: Standard. The item is always included in any transaction involving the bill of material. This is the default value.

O: Optional. In order entry, you can specify whether the item will be included in a particular sale.

F: Feature. The item has features that you must specify at order entry.

OP Allow Multi Source (order promising allow multiple source)

Review this code to determine whether the system enables order promising to source different detail lines from different branch/plants. A blank or N value indicate that all line items are sourced from one branch/plant.

OP Backorders Allowed (order promising backorders allowed)

Specify whether or not backorders are allowed. During order promising, this code determines whether the system enables backorders. If this flag is set to allow OP Backorders and if Partial Line Shipments is set to Y, the system will ship the quantity that is available on the requested date and the remaining quantity will be shipped when it becomes available. If the Partial Line Shipments value is N, the entire quantity is shipped on the date that it becomes available. Clear this field to ship the available quantity on the requested date.

OP Business Objective (order promising business objective)

Review this value to determine the default business objective sent to order promising before an order has been promised. A business objective is a grouping of business rules that fulfill a sales order. For sales order detail lines, this value specifies the business objective that is selected by order promising after an order has been promised.

OP Partial Order Shipments Allowed (order promising partial order shipments allowed)

Review this value to determine whether the system enables the line items to be delivered on different dates. Clear this option to specify that the delivery date is the date of the latest line items' availability.

OP Partial Shipments Allowed (order promising partial shipments allowed)

Review this code to determine whether the system can split the sales order line item in order promising, deliver part of the requested inventory one day, and deliver the rest on another day. Clear this field to specify that order promising cannot split the sales order line item. This option works with the Allow Backorders option.

OP Substitutes Allowed (order promising substitutes allowed)

Review this field to determine whether the system allows the product to be substituted if it is unavailable. Clear to specify the product cannot be substituted by order promising.

Order Company

Enter a number that, along with order number and order type, uniquely identifies an order document (such as a purchase order, a contract, a sales order, and so on).

If you use the Next Numbers by Company/Fiscal Year facility, the Automatic Next Numbers program (X0010) uses the order company to retrieve the correct next number for that company. If two or more order documents have the same order number and order type, the order company lets you locate the desired document.

If you use the regular Next Numbers facility, the order company is not used to assign a next number. In this case, you probably would not use the order company to locate the document.

Order Date

Review this field to determine the date that the order is entered into the system. This date determines which effective level the system uses for inventory pricing.

Order Frequency

Review this field to determine how often a recurring order is automatically generated.

Order Template

Enter a value for a list of items that you frequently order. The items are often grouped based on the product type, such as fuels, lubricants, and packaged goods.

Order Suffix

Review the suffix to identify multiple transactions for an original order in the system.

For sales orders this code is always 000.

Password

Enter a series of characters that you must enter before the system updates a table.

In JD Edwards EnterpriseOne Distribution from Oracle, the password secures commissions setup and the release of held orders. Only users with access to the password can release an order. The system does not display the password on the form. You should not enter blanks anywhere in the password.

Payment Instrument

Enter a UDC (00/PY) that specifies how payments are made by the customer. For example, C for check or T for Electronic funds transfer.

Payment Terms

Enter a code that specifies the terms of payment, including the percentage of discount available if the invoice is paid by the discount due date. Leave this field blank to indicate the most frequently-used payment term. You define each type of payment term on the Payment Terms Revisions form. Examples of payment terms might include Net 15, due upon receipt, due on the 10th day of every month, or 1/10 net 3.

This code prints on customer invoices.

Price Effective

Review this field to determine the date the system uses to calculate the base price and all advanced price adjustments. The value is populated using the order date, requested date, promised ship date, original ship date, actual ship date, system date or invoice date based on the Sales Price Based on Date code specified in the F4009.

Promised Delivery

Enter the date an item is planned to be delivered to the customer.

Quantity

Displays shippable or shipped quantity for an order line.

Qty Avail (quantity available)

Displays the number of on-hand units, less the number of units committed to prior orders.

Reason Code

Enter a UDC (42/RC) that explains the purpose for a transaction or a change. For example, you can indicate the reason that you are returning items.

Reference

Enter an alphanumeric value used as a cross-reference or secondary reference number. Typically, this is the customer number, supplier number, or job number.

Requested Time

Enter the time requested for delivery. Enter the time using the 24-hour time format (HHMMSS). For example, enter 6:00 a.m. as 060000, and enter 7:00 p.m. as 190000.

Revision Number

Review this field to determine the number of times this order has been modified. You can locate a specific change order number to review the fields that were modified. This field is used only if the audit logging feature is activated in the Sales Order Entry programs (P4210 and P42101) processing options and bypass audit logging is not activated in customer billing instructions for the customer on the sales order.

RMA Type (return material authorization type)

Enter a UDC (00/DT) that indicates the document type of the secondary or related order. For example, a purchase order might be document type OP and might have been created to fill a related work order with document type WO.

Route Code

Enter a UDC (42/RT) that represents the delivery route on which the customer resides. This field is one of several factors used by the freight summary facility to calculate potential freight charges for an order.

For picking, use the route code with the stop and zone codes to group all of the items that are to be loaded onto a delivery vehicle for a specific route.

You set up a default for each of these fields on the Customer Billing Instruction form.

Scheduled Pick

Enter the day that the item can be shipped from the warehouse. During sales order entry, the system back calculates this date from Order Prep Days and Delivery Date preference setup. The Supply and Demand Programs use this date to calculate available to promise information.

Ship From

Enter the address number of the supplier from which you want to ship this order. The system determines the address of the supplier, including street, city, state, zip code, and country based on the record that you enter for the supplier in the JD Edwards EnterpriseOne Address Book system from Oracle.

Ship To

Enter the address number of the location to which you want to ship this order. The address book provides default values for customer address, including street, city, state, zip code, and country.

Shipped Date

Displays the date on which you confirm that a specific order line was shipped.

Sold To

Enter a number that identifies an entry in the JD Edwards EnterpriseOne Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or location. The sold to customer address identifies the customer entity to whom the goods are sold.

Stop Code

Enter a UDC (42/SP) that represents the stop on a delivery route. This field is one of several factors used by the freight summary facility to calculate potential freight charges for an order.

For picking, you can use the stop code with the route and zone codes to group all items that are to be loaded onto a delivery vehicle for a specific route.

You set up the default for each of these fields on the Customer Billing Instructions form.

Summarize Order

Click to display the Order Summary tab and recalculate the entire order.

Suspend Date

Enter the date when a recurring order is no longer to be processed.

Tax Area/Code

Enter a code that identifies a tax or geographic area that has common tax rates and tax authorities. The system validates the code you enter against the Tax Areas table (F4008). The system uses the tax rate area in conjunction with the tax explanation code and tax rules to calculate tax and general ledger distribution amounts when you create an invoice or voucher.

Tax Certificate No. (tax certificate number)

Enter the number that tax authorities issue to tax-exempt individuals and companies to identify their tax-exempt status.

Trade Discount

Enter a percentage by which the system reduces the price of each item. This is the only discount that will be applied. You can override it if you enter a price.

Enter the percentage as a whole number. For example, to specify 5 percent, enter 5 in this field.

UoM (unit of measure)

Enter a UDC (00/UM) to specify the measurement used to define the quantity of an inventory item. For example, CS (case) or BX (box).

Unit Price

Review or enter the list or base price to be charged for one unit of an item. In sales order entry, all prices must be set up in the Item Base Price File table (F4106).

Zone Number

Enter a UDC (40/ZN) that represents the delivery area in which the customer resides. This field is one of several factors used by freight summary facility to calculate potential freight charges for an order.

For picking you can use the zone code with the route and stop codes to group all item that are to be loaded onto a delivery vehicle for a specific route.

You set up the default for each of these fields on the Customer Billing Instructions form.