Getting Started with JD Edwards EnterpriseOne Sales Order Management

This chapter discusses:

JD Edwards EnterpriseOne Sales Order Management overview.
JD Edwards EnterpriseOne Sales Order Management business processes.
JD Edwards EnterpriseOne Sales Order Management integrations.
JD Edwards EnterpriseOne Sales Order Management implementation.

JD Edwards EnterpriseOne Sales Order Management Overview

Sales order management involves much more than taking an order and shipping it. To ensure that customers are satisfied, and that they return for additional business, the business and the system must be flexible. Today's sales order system requirements include the ability to:

Process both simple and complex orders.
Integrate closely with inventory systems, and allocate inventory at the time of an order.
Create sales orders for kits and configured items.
Set up and use promotional pricing.

Using the JD Edwards EnterpriseOne Sales Order Management system from Oracle, you can enhance customer service using system features like:

Order templates.

You can create order templates that include lists of items that are typically sold together. Using a template during order entry can significantly decrease data entry time and errors.
Standing and blanket orders.

You can create recurring orders for customers who order items on a regular basis. For example, a customer might want to order a large quantity of an item due to pricing discounts. However, they might want only portions of the total quantity to be delivered intermittently. You accomplish this using blanket orders.
Quote orders.

You can create quote orders, which enable you to give a customer or prospective customer a quote for the goods in which they are interested. You can then convert the quote to a sales order if the customer decides to purchase the items.
Country-specific compliance.

Many countries, including Brazil, Chile, and Peru, have specific legislation that regulates how sales orders are processed and taxed. Using the JD Edwards EnterpriseOne Sales Order Management system, you can process the necessary information to ensure that sales orders in these countries are in compliance with local requirements.

The JD Edwards EnterpriseOne Sales Order Management system provides additional customer service support through online displays that provide:

Pertinent order, inventory, transportation, and financial information.
Net profitability of a product line when promotions, discounts, and allowances are applied.

You must manage pricing efficiently, given the complexity of customer- and market-specific contracts, special promotions, allowances, and date effectiveness. The JD Edwards EnterpriseOne Sales Order Management system enables you to set up a flexible base pricing structure. You can then define price adjustments to revise and update prices when necessary.

JD Edwards EnterpriseOne Sales Order Management Business Processes

This process flow illustrates the JD Edwards EnterpriseOne Sales Order Management business processes:

Sales Order Management Process Flow

We discuss these business processes in the business process chapters in this implementation guide.

JD Edwards EnterpriseOne Sales Order Management Integrations

JD Edwards EnterpriseOne Sales Order Management integrates with these JD Edwards EnterpriseOne systems from Oracle:

Systems that integrate with JD Edwards EnterpriseOne Sales Order Management

The JD Edwards EnterpriseOne Sales Order Management system works with other financial, distribution, logistics, and manufacturing systems to ensure that customer demand is met. Supply and demand components must balance to ensure that demand is met. The key is integration and the proactive use of distribution and logistics information. We discuss integration consideration in the implementation chapters in this implementation guide.

JD Edwards EnterpriseOne Address Book

The JD Edwards EnterpriseOne Address Book system from Oracle stores up-to-date customer billing, shipping, and warehouse address information.

JD Edwards EnterpriseOne General Accounting

The central point of integration is the JD Edwards EnterpriseOne General Accounting system from Oracle which tracks sales order accounting. All distribution systems interface with the JD Edwards EnterpriseOne General Accounting system through the use of automatic accounting instructions (AAIs).

JD Edwards EnterpriseOne Accounts Receivable

By integrating with the JD Edwards EnterpriseOne Accounts Receivable system from Oracle, you can access information about customer accounts during the sales order process. For example, you can use the Credit Check program (P42050) to compare a customer's total accounts receivable and open orders with their credit limit. You update the sales information on a daily basis to keep accounts receivable records current.

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 from Oracle, and JD Edwards EnterpriseOne Manufacturing and Supply Chain Management systems from Oracle. It also stores sales and purchasing costs and quantities available by location and tracks holds for locations that should not be sold from. Any change in inventory valuation, count variances, or movement updates the general ledger.

JD Edwards EnterpriseOne Procurement

The JD Edwards EnterpriseOne Procurement system supports direct ship orders and transfer order processing. You can use the system to release receipts to backordered items.

JD Edwards EnterpriseOne Transportation Management

JD Edwards EnterpriseOne Sales Order Management can be closely integrated with the JD Edwards EnterpriseOne Transportation Management system from Oracle to provide carrier, shipment, and advanced sales order bulk stock functionality.

If you set up the JD Edwards EnterpriseOne Sales Order Management system to interface with JD Edwards EnterpriseOne Transportation Management, you process sales orders to:

Build trips.
Load and deliver bulk and packaged items.
Calculate freight charges.

At load and delivery confirmation, the system retrieves cost information and relieves inventory from the JD Edwards EnterpriseOne Inventory Management system. This retrieval information is based on any sales orders that are load and delivery confirmed as reported by the JD Edwards EnterpriseOne Sales Order Management system.

In addition, the system updates the general ledger based on these scenarios:

Scenario	Task performed
Load confirm only with an invoice date in the future.	Creates in-transit entries. Cycle Billing creates deferred costs of goods sold, revenue, and accounts receivable entries.
Load confirm only without a future invoice date.	Creates in-transit entries.
Load and delivery confirm with an invoice date in the future.	Cycle Billing creates inventory, deferred costs of goods sold, and Accounts Receivable entries.

JD Edwards EnterpriseOne Bulk Stock Inventory

You can integrate JD Edwards EnterpriseOne Sales Order Management with the JD Edwards EnterpriseOne Bulk Stock Inventory system from Oracle. You can set up different document types to identify orders for bulk products. The system automatically creates a shipment for an order based on the order type and line type combination that you define. From there you can revise or add to the shipment or even create loads with the shipments on them.

JD Edwards EnterpriseOne Sales Order Management Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne Sales Order Management system.

In the planning phase of an implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface in About This Documentation with information about where to find the most current version of each.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Sales Order Management, 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 at one time.

See JD Edwards EnterpriseOne Tools 8.96 Software Update Guide

For information about the Rapid Start solution for implementation of JD Edwards EnterpriseOne Sales Order Management, review the documentation available.

See Rapid Start Solution.

Global Implementation Steps

This table lists the suggested global implementation steps for the JD Edwards EnterpriseOne Sales Order Management system:

Step	Reference
1. Set up global user-defined codes (UDCs).	See JD Edwards EnterpriseOne Tools 8.96 Foundation Guide
2. Set up companies, fiscal date patterns, and business units.	See Setting Up Organizations.
3. Set up next numbers.	See JD Edwards EnterpriseOne Tools 8.96 Foundation Guide
4. Set up accounts and the chart of accounts.	See Creating the Chart of Accounts.
5. Set up the General Accounting constants.	See Setting Up Constants for General Accounting.
6. Set up multicurrency processing, including currency codes and exchange rates.	Setting Up General Accounting for Multicurrency Processing Setting Up Exchange Rates
7. Set up ledger type rules.	See Setting Up Ledger Type Rules for General Accounting.
8. Set up inventory information such as branch/plant constants, default locations and printers, manufacturing and distribution AAIs, and document types.	See Setting Up the Inventory Management System.
9. Set up shop floor calendars.	See Setting Up Shop Floor Management.
10. Set up customers in the Address Book.	See Entering Address Book Records.
11. Set up branch/plants.	Entering Address Book Records Setting Up Business Units
12. Set up the customer in the Customer Master by Line of Business.	See Setting Up Customer Master Information.

Sales Order Management Implementation Steps

This table lists the suggested application-specific implementation steps for JD Edwards EnterpriseOne Sales Order Management:

Step	Reference
1. Complete these tasks to configure the JD Edwards EnterpriseOne Sales Order Management System: 2. Set up UDCs for the JD Edwards EnterpriseOne Sales Order Management system. 3. Set up constants. 4. Set up order line types. 5. Set up order activity rules. 6. Set up AAIs.	See Setting Up UDCs.
7. Complete these tasks to set up order processing information: 8. Set up order templates. 9. Set up order hold information. 10. Set up commission information. 11. Set up branch sales markups. 12. Set up record reservation. 13. (Optional) Define flexible account numbers. 14. (Optional) Set up self-service information.	See Setting Up Order Processing Information.
15. Complete these tasks to set up customer-related information: 16. Set up related addresses. 17. Set up customer billing instructions. 18. Set up date-sensitive customer sets.	See Setting Up Customer-Related Information.
19. Set up UCC 128 compliance information.	See Setting Up UCC 128 Compliance.
20. Set up base prices, base pricing structures, complex price groups, standard price adjustments.	See Setting Up Base and Standard Pricing.
21. Set up return material authorization defaults and return material authorizations.	See Setting Up Returned Material Authorization.