1. Status Code - From

Enter a code user-defined code (UDC) (40/AT) to specify the beginning status code range that the system uses to select orders for batch credit hold. You must use a status that has been set up in UDC table (40/AT) of the order activity rules. The combination of Status Code - From and Status Code - To must be a valid combination of last status and next status in the Order Activity Rule table for the order type and the line type that you are processing.

2. Status Code - To

Enter a code (UDC 40/AT) to specify the status code range that the system uses to select orders for batch credit hold. You must use a status that has been set up in UDC table (40/AT) of the order activity rules. The combination of Status Code - From and Status Code - To must be a valid last status and next status combination in the Order Activity Rule table for the order type and the line type that you are processing.

3. Based On Status

Specify whether the Last Status field or Next Status field is used to determine which orders are processed. Values are:

1: Select orders whose Last Status value falls within the Status Code From and Status Code To processing option values.

2: Select orders using the Next Status value.

4. Override Next Status

Enter a code (UDC 40/AT) to indicate the next step in the order process. The UDC that you specify (40/AT) must have been set up in the order activity rules based on the order type and the line type that you are using. The override status is another allowed step in the batch credit hold process and is optional. The combination of the beginning status and the override next status must be a valid last status and next status combination in the Order Activity Rules table.

5. Prevent Next Status Update

Specify whether to prevent the system from the updating the next status from the order activity rules. The code that you specify (UDC 40/AT) must have been set up in the order activity rules based on the order type and the line type that you are using. Values are:

Blank: Update the next status from the existing order activity rules.

1: Prevent the system from updating the next status.

6. Highest Next Status

Enter a code (UDC 40/AT) to indicate the highest next status that sales order detail lines can have for the system to apply a credit hold to the sales order. Next statuses greater than this value will not be evaluated for credit holds.

7. Hold Orders Code

Enter a code (UDC 42/HC) that the system uses to automatically compare the credit limit that you set up for the customer in Customer Master Information against the order and any outstanding balances in accounts receivable. You define the conditions that the system uses to place orders on hold in Order Hold Information (P42090) and attach those conditions to a hold code. You must specify the hold code in this processing option to activate order hold processing.

Work With Held Orders

W43070A

Additional Order Processes (G4212), Release Holds

Review and select orders on hold.

Password Confirmation

W43070B

Select an order and select Release from the Row menu on Work With Held Orders.

Enter a password to release the held order.

1. Order Type

Enter the UDC value for the order type that you want to release.

2. Release Code

Enter the UDC value for the release code.

1. Display Sales Orders or Purchase Orders

Specify whether the system displays sales orders or purchase orders. Values are:

Blank: Display purchase orders.

1: Display sales orders.

2. Display Previously Released Orders

Enter Y to display previously released orders.

1. Sales Order Entry (P4210)

Enter the version for the Sales Order Entry program. If you leave this processing option blank, the system uses ZJDE0001.

2. Purchase Order Entry (P4310)

Enter the version for the Purchase Order Entry program. If you leave this processing option blank, the system uses ZJDE0001.

3. Print Pick Slip (R42520)

Enter the version for the Print Pick Slip program. If you leave this processing option blank, the system uses ZJDE0001.

4. Ship and Debit (R45100)

Enter the version for the Ship and Debit program. If you leave this processing option blank, the system uses ZJDE0001.

5. Manufacturing Work Order (P48013)

Enter the version for the Manufacturing Work Order program. If you leave this processing option blank, the system uses ZJDE0001. This processing option is applicable to release of sales orders only.

1. Automatic Printing of Pick Slip

Specify whether the system automatically prints pick slips. Values are:

Blank: Do not print pick slips.

1: Automatically print pick slips.

2. Release Status Code of Work Order

Enter the UDC value for the status of the work order.

3. Ship and Debit Processing

Specify the ship and debit processing mode. Values are:

Blank: Do not use R45100.

1: Use the subsystem mode.

2: Use the batch mode.

4. Parent or Ship To Credit Hold Release Processing (Sales Only)

Specify whether the system allows sales orders on credit hold to be released. Values are:

Blank: Do not allow a parent or ship to credit hold release.

1: Allow parent or ship to credit hold release.

Note. This processing option is available for sales order credit held orders only.

1. Request Processing Mode

Specify the pick request processing mode. Values are:

Blank: Do not indicate a pick request.

1: Generate requests only.

2: Generate requests and process using the subsystem.

2. Processing Pick Requests

If you are processing pick requests using the subsystem, enter the version of the P46171 program that you want to use.

3. Override Next Status

Enter the next status to override sales order lines for which requests have been generated.

1. Release Authorization Hold and Advance Prepayment Status

Enter the UDC value for the hold code.

2. Release Settlement Hold and Advance Prepayment Status

Enter the UDC value for the hold code.

Person Responsible

Enter the address book number of the person who is responsible for reviewing and releasing orders placed on hold.

Supplier/Customer

Enter a second, 30-character description, remark, or explanation.

Parent Number

Enter the address book number of the parent company. The system uses this number to associate a particular address with a parent company or location. Any value that you enter in this field updates the Address Organizational Structure Master table (F0150) for the blank structure type. This address number must exist in the Address Book Master table (F0101) for validation purposes. Examples of address book records that have a parent number include subsidiaries with parent companies, branches with a home office, or job sites with a general contractor.

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.

Status Code - From

(Future use) Specify the beginning status code range that the system uses to select orders. You must use a status that has been set up in UDC table (40/AT) of the order activity rules. The combination of Status Code - From and Status Code - To must be a valid combination of last status and next status in the Order Activity Rule table for the order type and the line type that you are processing.

Status Code - To

(Future use) Specify the status code range that the system uses to select orders. You must use a status that has been set up in UDCs table (40/AT) of the order activity rules. The combination of Status Code - From and Status Code - To must be a valid last status and next status combination in the Order Activity Rule table for the order type and the line type that you are processing.

Based On Status

(Future use) Specify whether the system selects the Sales Order Detail table according to the last status or next status. Values are:

1: Select according to last status.

2: Select according to next status.

Release Code

Enter a UDC (40/RC). to indicate the identifier of the party responsible for releasing held orders. When the held order is released, the program updates this value to the F4209 table.

Credit Hold Code

Enter a UDC (42/HC) that identifies why an order was placed on hold (for example, credit, budget, or margin standards were exceeded).

Proof or Final mode

(Future use) Specify whether the system runs in proof or final mode. Values are:

Blank: Run in proof mode.

1: Run in final mode.

Print Amounts

Specify whether the system prints financial amounts on the report. Values are:

Blank: Print financial amounts on the report.

1: Do not print the financial amounts on the report.

Work With Backorders

W42117M

Additional Order Processes (G4212), Release Backorders - Online

Review and select backorders on hold.

Release Backorders - Online - Release Backorders

W42117I

Locate the backorders to release and select Release Shown Rows from the Form menu on Work With Backorders.

Release all orders displayed. Release a single backorder.

1. Next Status for Released Orders

Specify the line status to be used as the next status on released orders. You must use a status that has been set up in UDC table (40/AT) of the order activity rules based on the order type and the line type combination.

Note. If you do not enter a status or enter an invalid status, the system does not update the order status.

1. Total Fill Only

Specify whether the system displays all lines or only lines that can be totally filled. This option only works when you search by item number. Values are:

Blank: Display all lines.

1: Display only lines that can be totally filled.

2. Kit Components

Specify whether the system displays kit components. Values are:

Blank: Do not display kit components in backorder release.

1: Display kit components in backorder release.

Note. If kit components are displayed, kit balancing is turned off and you can release components separate from the total kit.

3. Held Orders

Specify whether the system displays held orders on the Backorder Release Revisions form. Values are:

Blank: Do not display held orders.

1: Display held orders.

4. Next Status to Select

Specify a code from UDC 40/AT that indicates the next step in the order flow of the line type.

1. Enter Allowed Lot Status Group to validate

Enter the allowed lot status group to validate. During sales order processing, the system validates the non-blank lot status codes against the user-defined status code values. If the non-blank lot status codes exist in the Allowed Lot Status table (F41081), the system treats the user-defined lot status codes as blank and the on-hold item continue through the sales order process.

1. Backorder Quantity as Available Quantity

Specify whether the backorder quantity is added to the quantity available. Values are:

Blank: Do not add the backorder quantity to the available quantity.

1: Add the backorder quantity to the quantity available.

2. Commitments

Specify whether the system calls the Commitment program to hard-commit released orders to inventory locations. Values are:

Blank: Do not call the Commitment program and only soft commit orders that are released.

1: Do call the Commitment program to hard-commit released orders to inventory locations.

Note. If you release amounts over the quantity available, the order may be backordered again.

3. Release when Quantity to Ship Exceeds Backordered Quantity

Specify whether the system allows the release of amounts that are greater than the original quantity. Values are:

Blank: Do not allow the release of amounts that are greater than the original quantity.

1: Allow the release of amounts that are greater than the original backordered quantity.

4. Zero On-Hand Quantity

Specify whether the system allows the release of orders when the on-hand quantity is zero. Values are:

Blank: Do not allow the release when the on-hand quantity is zero.

1: Do allow the release of orders when the on-hand quantity is zero.

Note. This processing option can cause inventory levels to negative quantities, which affects average costing.

5. Cost Update

Specify whether the system updates release order with the current costs. This processing option enables you to update costs for items that might have changed costs during the interval between the placement of the order and release of the backordered amounts. Values are:

Blank: Do not update the costs.

1: Update released orders with the current costs.

Note. The system does not change sale price.

6. Ship and Debit Processing

Specify whether the system uses the subsystem, batch, or normal processing to identify and adjust ship and debit agreements when you run the Backorder Release program. Values are:

Blank: Use normal processing.

1: Use the subsystem.

2: Use batch processing (R45100).

1. Credit Check Hold Code

Enter a value that has been set up in UDC (42/HC). Use this processing option to identify the credit hold code that the system uses to automatically compare the credit limit that you set up for the customer in Customer Master Information against the order and any outstanding balances in accounts receivable. You define the conditions that the system uses to place orders on hold in Order Hold Information (P42090) and attach those conditions to a hold code. You must specify the hold code in this processing option to activate order hold processing.

2. Partial Order Hold Code

Enter a value that has been set up in UDC (42/HC). Use this processing option to identify the code that the system uses to hold an entire order if quantity is not available to fill an order detail line. You must enter the partial order hold code for backorder release to release the hold when the order is completely filled. The system can then release and remove the hold according to information in the Customer Billing Instructions, Item Master Information, Item Branch/Plant Information, and Branch/Plant Constants forms. If you do not enter a correct partial hold code, the backorder release does not release the held order.

1. Automatic Print

Specify whether the system automatically prints invoices. Values are:

Blank: Do not print invoices or pick slips.

1: Print pick slips automatically.

2: Print invoices automatically.

Note. Use the processing option on the Versions tab to indicate a specific version of Print Pick Slips (R42520) or Print Invoices (R42565).

1. Sales Order Entry (P4210)

Specify the version of the Sales Order Entry program that you want to use to review orders when you select Sales Detail from the Row menu.

2. Customer Service Inquiry (P4210)

Specify the version of Customer Service Inquiry (P4210) that you want to use to review orders when you select Customer Service Inquiry from the Form menu.

3. Item Availability (P41202)

Specify the version of Item Availability (P41202) that you want to use to review item information when you select Item Availability from the Form menu.

4. Subsystem Print Invoice (R42565)

Specify the version of Invoice Print (R42565) that is set up for subsystem processing. Use this processing option if you generate invoices through the subsystem.

Note. To use this processing option, you must enter 2 in the Automatic Print processing option on the Print tab to automatically print invoices for the Backorder Release program.

5. Subsystem Print Pickslip (R42520)

Specify the version of Print Pick Slip (R42520) that is set up for subsystem processing. Use this processing option if you generate invoices through the subsystem.

Note. To use this processing option, you must enter 1 in the Automatic Print processing option on the Print tab to automatically print pick slips for the Backorder Release program.

6. Ship and Debit (R45100)

Specify the version of subsystem or batch processing (R45100) that the system uses to identify and adjust ship and debit agreements when you run the Backorder Release program.

1. Request Processing Mode

Specify whether the system creates a pick request in JD Edwards EnterpriseOne Warehouse Management and processes the request through the subsystem. Values are:

Blank: Do not generate pick requests.

1: Create a pick request in JD Edwards EnterpriseOne Warehouse Management.

2: Create a pick request, then process the request through the subsystem in JD Edwards EnterpriseOne Warehouse Management.

A pick request is used to process a suggestion to pick the inventory for an order from a particular location.

2. Subsystem Print Pick Request

Specify the version of Print Pick Request (P46171) that is set up for subsystem processing. Use this processing option if you generate warehouse management pick requests through the subsystem.

3. Override Next Status

Enter a UDC (40/AT) to define an alternative status in the order process. This must be set up in the order activity rules based on the order type and the line type combination. The combination of the beginning status and the override status must be a valid last status and next status combination in the Order Activity Rules table.

1. Next Status for Released Orders

Specify the line status to be used as the next status on released orders. You must use a status that has been set up in UDC table (40/AT) of the order activity rules based on the order type and the line type combination.

Note. If you do not enter a status or enter an invalid status, the system does not update the order status.

1. Enter Allowed Lot Status Group to validate

Enter the allowed lot status group to validate. During sales order processing, the system validates the non-blank lot status codes against the user-defined status code values. If the non-blank lot status codes exist in the F41081 table, the system treats the user-defined lot status codes as blank and the on-hold item continues through the sales order process.

1. Proof or Final Mode

Specify if you want to run the backorder release report in proof or final mode. Values are:

Blank: Run in proof mode so no changes are made to any sales order lines and no backorders are filled. The proof mode only displays the sales order lines you have enough inventory to fill.

1: Run in final mode so the program updates and fills backordered lines.

2. Backorder Quantity as Available Quantity

Specify whether the system add the backorder quantity to the quantity available. This option gives you more quantity available to fill orders. Values are:

Blank: Do not include the backorder quantity in the quantity available.

1: Include the backorder quantity in the quantity available.

3. Commitments

Specify whether the system calls the Commitment program to hard-commit released orders to inventory locations. Values are:

Blank: Do not call the commit program and only soft commits orders that are released.

1: Call the Commitment program to hard-commit released orders to inventory locations.

Note. If you release amounts over the quantity available, the order may be backordered again.

4. Release when Quantity to Ship Exceeds Backordered Quantity

Specify whether system allows the release of orders when the quantity on hand is zero. Values are:

Blank: Do not allow the release of orders when the quantity on hand is zero.

1: Allow the release of orders when the quantity on hand is zero.

Note. This option can drive inventory levels to negative quantities, which affects average costing.

5. Cost Update

Specify whether the system updates released orders with the current costs. This option enables you to update costs for items that might have changed costs during the interval between the placement of the order and release of the backordered amounts. Values are:

Blank: Do not update costs.

1: Update released orders with the current costs.

Note. The system does not change sale price.

6. Ship and Debit Processing

Specify the processing method used to identify and adjust ship and debit agreements when you run the Backorder Release program. Values are:

Blank: Do not use subsystem or batch processing.

1: Use the subsystem.

2 Use batch processing (R45100).

1. Credit Check Hold Code

Specify the credit hold code that the system uses to automatically compare the credit limit that you set up for the customer in Customer Master Information against the order and any outstanding balances in accounts receivable.

You define the conditions that the system uses to place orders on hold in Order Hold Information (P42090) and attach those conditions to a hold code.

You must specify the hold code in this processing option to activate order hold processing.

You must enter a value that has been set up in UDC (42/HC).

2. Partial Order Hold Code

Specify the code that the system uses to hold an entire order if quantity is not available to fill an order detail line. You must enter the partial order hold code for backorder release to release the hold when the order is completely filled. The system can then release and remove the hold according to information in the Customer Billing Instructions, Item Master Information, Item Branch/Plant Information, and Branch/Plant Constants forms. If you do not enter a correct partial hold code, the backorder release does not release the held order.

Enter a value that has been set up in UDC (42/HC).

1. Total Fill Orders

Specify whether the system prints only the lines that can be totally filled or all lines. Values are:

Blank: Print all lines.

1: Print only the lines that can be totally filled.

2. Print Held Orders

Specify whether the system prints held orders and allows the release of the held orders. Values are:

Blank: Do not print held orders.

1: Print held orders and allow the release of the held orders.

3. Print Kit Component Lines

Specify whether the system prints kit components in a backorder release. Values are:

Blank: Do not print kit components.

1: Print kit components in a backorder release.

Note. If kit components are displayed, kit balancing is turned off and you can release components separate from the total kit.

1. Subsystem Print Invoice (R42565)

Specify the version of Invoice Print (R42565) that is set up to generate invoices through subsystem processing.

2. Subsystem Print Pickslip (R42520)

Specify the version of Print Pick Slip (R42520) that is set up to generate pick slips through subsystem processing.

3. Ship and Debit (R45100)

Specify the version of subsystem processing (R45100) that the system uses to identify and adjust ship and debit agreements when you run the Backorder Release program.

1. Request Processing Mode

Specify whether the system generates pick requests and then processes the request through the subsystem. A pick request is used to process a suggestion to pick the inventory for an order from a particular location. If you leave this processing option blank, the system does not generate pick requests. Values are:

Blank: Do not generate pick requests.

1: Generate pick requests only.

2: Generate pick requests and then process the request through the subsystem.

2. Subsystem Print Pick Request

Specify the version of Print Pick Request (P4617) that is set up for subsystem processing, if you generate warehouse management pick requests through the subsystem.

3. Override Next Status

Enter an alternative step in the order process, by specifying a UDC (40/AT) that has been set up in the order activity rules based on the order type and the line type combination. The combination of the beginning status and the override status must be a valid last status and next status combination in the Order Activity Rules table.

Work With Order Blanket Release

W420111B

Additional Order Processes (G4212), Release Blankets

Review and select blanket orders.

Release all orders by selecting rows and then selecting Release Full Qty (Quantity) from the Row menu.

Blanket Order Revisions

W420111A

Select a Blanket Order on Work With Order Blanket Release and click Select.

Release the selected blanket order.

1. Order Type

(Required) Enter the code (UDC 00/DT) for the order type that you want to select.

2. Outgoing Document Type

(Required) Enter the code (UDC 00/DT) for the outgoing document type.

3. Line Number Increment

(Optional) Specify the increment that is used to determine new order line numbers in the event that an order line must be split. For example, if order line 1 must be split, and you enter 1 in this option, the system creates the new line using line number 2.

1. Sales Order Entry

Enter the version of the Sales Order Entry (P4210) program to use for releasing blanket orders.

2. Customer Service Inquiry

Enter the version of the Customer Service Inquiry (P4210) program to use for releasing blanket orders.

1. Customer Self-Service Functionality

Specify whether the system activates the Customer Self-Service functionality. Values are:

Blank: Bypass the Customer Self-Service functionality.

1: Activate Customer Self-Service functionality.

2. Organization Structure Type

Enter the structure type to display addresses for that structure type, or leave blank to display all related addresses.

3. Customer Cross Reference Type

Enter a code (UDC 41/DT) for the customer cross-reference type.

4. Display/Hide Change button

Specify whether the system displays the change button. Values are:

Blank: Hide the change button.

1: Display the change button.

Release Quantity

Specify the quantity to release from the open order quantity. This quantity reduces the open order quantity on the original blanket order.

Request Date

Specify the requested date that should be applied to the released line during sales order generation.

New Order Number

(Optional) Specify an order number to be used. This order number becomes the generated sales order's number after the sales order generation.

Work With Order Blanket Release

W420111B

Additional Order Processes (G4212), Release Quotes

Review and select quote orders.

Release all orders by selecting Release Full Qty (Quantity) from the Row menu.

Generate a sales order from a quote by selecting a record and then selecting SO Generation from the Form menu.

Blanket Order Revisions

W420111A

Select a record and click Select to release a quote order.

Release the selected quote order.

Customer Service Inquiry

W4210E

Sales Order Inquiries (G42112), Customer Service

Copy both header and detail information from an existing sales order to a new sales order.

Update Sales Order - Header First - Manage Existing Order

W42101C

Sales Order Processing (G4211), Update Sales Order - Header First

Click Copy or Convert to copy both header and detail information from an existing sales order to a new sales order.

Check Price and Availability

W4074C

Sales Order Inquiries (G42112), Advanced Check Price & Availability

Check price and availability.

Work With Price and Availability

W41261A

Sales Order Inquiries (G42112), Standard Check Price & Availability

Review standard price adjustment information, such as inventory pricing rules.

Work With Item Availability

W41202A

Sales Order Inquiries (G42112), Summary Availability

Review quantity information and determine current and future inventory needs.

Detail Availability

W41202C

Select Detail Avail (availability) from the Row menu on Work With Item Availability.

Review how availability is calculated for each branch/plant.

Work With Supply and Demand

W4021B

Sales Order Inquiries (G42112), Supply/Demand

Review supply and demand information.

1. Version

Enter a version of Sales Order Entry (P4210). This controls the preference profile. If left blank, ZJDE0001 is used.

2. Allow Price History of a Receipt line with associated landed cost, to be updated

Use this processing option when price history entries for receipts are updated from the Price Review application (P40G200). The system supports the option to disallow updates of price history entries for receipts, when the receipt has associated landed cost entries. Values are:

0: Allow update of price history entries for receipt lines with associated landed cost entries. This is the default value.

1: Disallow update of price history entries for receipt lines with associated landed cost entries.

Contract Pricing

Click this option to search for contract prices.

Lvl (level)

Enter an alphanumeric code that determines the sequence in which the system displays the rules within the pricing group. You define levels when you set up the pricing groups.

Up to Qty (up to quantity)

Enter the volume or quantity breaks commonly used in pricing tables. If the quantity on the first level of a rule is 5, then the pricing logic on this level applies only to sales of five or fewer items. If the quantity in the next level is 10, then the pricing logic applies to sales of 6 through 10 items. A value of 99,999,999 indicates all quantities.

Override Unit Price

Enter a price. Any price that you enter here overrides all other rules or prices.

Factor

Enter the discount that the system uses when it calculates the price of an item attached to this inventory pricing rule. Discounts can be expressed as multipliers, additional amounts, or deductible amounts. For example, a 10 percent discount would be expressed as .90. You can use the same factor for markups over cost. For example, a 10 percent markup would be expressed as 1.10.

Type

Enter a code that indicates whether the factor value is a multiplier (percent) or an additional/deductible cash amount ($) when applied to an order's price.

Contract Flag

Enter a code that indicates a special pricing relationship between the item and one or more of the customers. The inventory pricing rule code for a contract is the item number. Values are:

Blank: No contract.

C: Contract price.

If you indicate that a pricing type is a contract, you must enter the quantity that may be sold at this contract price and the contract number, if there is one.

You must also attach the contract pricing rule to the customer or customer group for the rule to become effective.

1. Item Master

Enter the version that the system uses when you access the Item Master program (P4101). If you leave this processing option blank, the system uses version ZJDE0001.

2. Item Notes

Enter the version that the system uses when you access the Item Notes program (P40163). If you leave this processing option blank, the system uses version ZJDE0001.

3. Item Search

Enter the version that the system uses when you access the Item Search program (P41200). If you leave this processing option blank, the system uses version ZJDE0001.

4. Purchase Order Inquiry

Enter the version that the system uses when you access the Purchase Order Inquiry program (P430301). If you leave this processing option blank, the system uses version ZJDE0001.

5. Customer Service Inquiry

Enter the version that the system uses when you access the Customer Service Inquiry (Misc. Windows) program (P42045). If you leave this processing option blank, the system uses version ZJDE0001.

6. Open Work Orders

Enter the version that the system uses when you access the Open Work Orders program (R31400). If you leave this processing option blank, the system uses version ZJDE0001.

7. Supply and Demand

Enter the version that the system uses when you access the Supply and Demand Inquiry program (P4021). If you leave this processing option blank, the system uses version ZJDE0001.

8. Bill of Material

Enter the version that the system uses when you access the Bill of Material Inquiry program (P30200). If you leave this processing option blank, the system uses version ZJDE0001.

9. Lot Availability

Enter the version that the system uses when you access the Lot Master Availability program (P41280). If you leave this processing option blank, the system uses version ZJDE0001.

10. Item Ledger

Enter the version that the system uses when you access the Item Ledger Inquiry (CARDEX) program (P4111). If you leave this processing option blank, the system uses version ZJDE0001.

11. Branch/Plant Item Information

Enter the version that the system uses when you access the Branch/Plant Constants program (P41001). If you leave this processing option blank, the system uses version ZJDE0001.

12. Location Master

Enter the version that the system uses when you access the Location Master program (P4100). If you leave this processing option blank, the system uses version ZJDE0001.

13. Item Location Information

Enter the version that the system uses when you access the Item Location Type program (P41023). If you leave this processing option blank, the system uses version ZJDE0001.

1. Grade Information

Specify whether the system displays grade information. Values are:

Blank: Do not display grade information.

1: Display grade information.

2. Potency Information

Specify whether the system displays potency information. Values are:

Blank: Do not display potency information.

1: Display potency information.

3. Quality Management

Specify whether the system displays information from the JD Edwards EnterpriseOne Quality Management system from Oracle. Values are:

Blank: Do not display quality management information.

1: Display quality management information.

4. Quantity - Primary Units of Measure

Specify whether the system displays quantity information in primary units of measure. Values are:

Blank: Do not display quantities in primary units of measure.

1: Display quantities in primary units of measure.

5. Truncate/Round

Specify the manner in which the system truncates or rounds the information in the detail area. Values are:

Blank: Round the information in the detail area. The system uses normal mathematical rounding. For example, with no display decimals specified, 2.3 remains 2 and 2.6 is rounded up to 3.

1: Truncate the information in the grid. The system always removes additional positions. For example, with no display decimals specified, 2.3 and 2.6 are both truncated to 2.

2: Round up the information in the grid. The system always rounds to the next higher number. For example, with no display decimals specified, 2.3 and 2.6 are both rounded up to 3.

6. Customer Self-Service

Specify whether the system uses the standard mode or customer self-service functionality. Values are:

Blank: Bypass customer self-service functionality and to use the standard mode.

1: Activate customer self-service functionality.

1. Display Percent of Life Remaining

Enter a value to display the Percent of Life Remaining field. If you leave this blank, the system does not display the Percent of Life Remaining field.

2. Display Number of Days Remaining

Enter a code to display the Number of Days Remaining field. If you leave this blank, the system does not display the Number of Days Remaining field.

3. Calculation Date

Enter a date that the system uses to calculate the remaining number of days until a lot expires. If you leave this field blank, the system uses today's date.

Grade Range

Enter a user-defined code (UDC) (40/LG) that indicates the minimum grade that is acceptable for an item.

The system displays a warning message if you try to purchase or issue items with grades that do not meet the minimum grade acceptable. The system does not allow you to sell items with grades that do not meet the minimum acceptable level.

Potency Range

Enter a number that indicates the minimum potency or percentage of active ingredients acceptable for an item.

The system displays a warning message if you try to purchase or issue items that do not meet the minimum acceptable potency. The system does not allow you to sell items that do not meet the minimum acceptable potency.

Summary Only

Select to display information that is summarized by item, company, currency code, and cost rule.

Clear this option, and the system displays individual receipt records.

Omit Zero Quantities

Select this option, and the system does not display information with zero on-hand quantities.

Clear to display information with zero on-hand quantities.

1. Deduct Safety Stock From Available Quantity

Specify whether the system displays the safety stock line and decreases the safety stock from the available quantity. Values are:

Blank: Do not deduct safety stock.

1: Deduct safety stock.

2. Receipt Routing Quantities Considered As On Hand

Specify whether the system considers receipt routing quantities as on hand. Values are:

Blank: Do not consider quantities as on hand.

1: Consider quantities as on hand.

Quantity in Transit

Specify whether the system considers the Quantity in Transit part of the on-hand quantity. In a manufacturing environment, sometimes it is necessary to establish where stock is, in order to determine whether it is available for immediate use. Values are:

Blank: Display the Quantity in Transit for the appropriate date.

1: Include the Quantity in Transit in the on-hand inventory.

Quantity In Inspection

Specify whether the system considers the Quantity in Inspection part of the on-hand quantity. In a manufacturing environment, sometimes it is necessary to establish where stock is, in order to determine whether it is available for immediate use. Values are:

Blank: Display the Quantity in Inspection for the appropriate date.

1: Include the Quantity in Inspection in the on-hand inventory.

User Defined Quantity 1

Specify whether the system considers the User Defined Quantity 1 part of the on-hand quantity. This quantity is defined in the Update Operation 1 field on the Receipt Routing Definition form. In a manufacturing environment, sometimes it is necessary to establish where stock is in order to determine whether it is available for immediate use. Values are:

Blank: Display the User Defined Quantity 1 for the appropriate date.

1: Include the User Defined Quantity 1 in the on-hand inventory.

User Defined Quantity 2

Specify whether the system considers the User Defined Quantity 2 part of the on-hand quantity. This quantity is defined in the Update Operation 2 field on the Receipt Routing Definition form. In a manufacturing environment, sometimes it is necessary to establish where stock is in order to determine whether it is available for immediate use. Values are:

Blank: Display the User Defined Quantity 2 for the appropriate date.

1: Include the User Defined Quantity 2 in the on-hand inventory.

3. Supply/Demand Inclusion Rules

Enter the supply and demand inclusion rules version for the system to use. These rules define the order type, line type, and line status. Inclusion rule version is a UDC (40/RV) that identifies the version to use for processing. Enter an inclusion rule to use as the default value or select it from the Select User Define Code form.

4. Subtract Expired Lot Quantities

Specify whether the system deducts the expired lot quantities from the available quantity. Values are:

Blank: Do not reduce the available quantity.

1: Reduce the available quantity.

This processing option does not work with available to promise lines. If you select value 1 in this processing option, you must set the Available to Promise Line Flag processing option, under the Process 1 tab, to either blank or 2.

5. Enable Engineer to Order (ETO)

Specify whether the system enables ETO functionality. Values are:

Blank: Do not enable ETO functionality.

1: Enable ETO functionality.

6. Include Past Due Supply In Quantity Available

Specify if past due quantities are considered while calculating available quantity. Values are:

Blank: Do not include past due quantities.

1: Include past due quantities.

7. Rate Based Schedule Type

Enter a code (UDC 31/ST) to specify the rate-based schedule type for the system to display. Rate-based schedule type is a code that identifies the schedule type. Enter the type to use as the default value or select it from the Select User Define Code form. If you leave this field blank, the system does not display any rate-based schedules.

8. Include MPS/MRP/DRP Planned Orders (include master production schedule/material requirements planning/distribution requirements planning planned orders)

Specify whether the system displays planned orders from MPS/MRP/DRP generations. Values are:

Blank: Do not display planned orders.

1: Display planned orders.

9. Forecast Types (5 Types Maximum)

Specify which forecast types, up to five, that the system includes in the inquiry. If you leave this field blank, the system does not include any forecast records. Enter multiple forecasts as follows: To enter 01, 02, and BF, type 0102BF.

10. Days From Today To Include Forecast

Enter the number of days (+ or -) from the system date that you want the system to include forecast records. If you leave this field blank, the system uses the system date.

11. Exclude Bulk Items

Specify whether the system displays bulk stocking type records. Values are:

Blank: Display bulk stocking type records.

1: Do not display bulk stocking type records.

12. Include Past Due Rates as a supply

Specify whether the system considers open quantities from past due rate schedules as supply. When you enter 1 the system includes past due rate orders in the display. Values are:

Blank: Do not use open quantities from past due rate orders as supply.

1: Use open quantities from past due rate orders as a supply.

13. Forecast Start Date

Specify the Start Date. Values are:

Blank: Use the system date.

1: Use the start date of the current forecast period.

Note. If you enter a 1 the Enable Engineer to Order (ETO) processing option must be blank.

14. Lot Hold Codes (up to 5)

Specify the lots to be included in the calculation of on-hand inventory. You can enter a maximum of 5 lot hold codes (41/L). Values are:

Blank: Do not include held lots in calculation of on-hand inventory.

*: Include all held lots in calculation of on-hand inventory.

1. Convert Quantities To Standard Potency

Specify whether the system converts quantities to the standard potency. Values are:

Blank: Do not convert the quantities.

1: Converts the quantities.

2. Display ATP Line (display available to promise line)

Specify whether the system displays an available to promise line, a cumulative available to promise line, or neither. Values are:

Blank: Do not display either line.

1: Display the available to promise line.

2: Display the cumulative available to promise line.

If you want to display the available to promise line (value 1) in this processing option, you cannot use the Display 3 tab, Reduce Expired Lot Quantities processing option.

3. Summarize All In Receipt Routing Steps

Specify whether the system summarizes all quantities for the In Receipt routing steps into one line. Values are:

Blank: Do not summarize.

1: Summarize the In Receipt routing steps.

4. Summarize Item Balance Quantity Records

Specify whether the system summarizes all the quantities in the item location records into one line. Values are:

Blank: Do not summarize.

1: Summarize all the quantities in the item location records.

5. Display Data In Window Mode

Specify whether the system displays the Supply & Demand Inquiry program (P4021) in the window format if called from another program. Values are:

Blank: Display the program in the full form format.

1: Display the program in the window format.

5. Summarize Pegging and Parts List Demand

Specify whether the system summarizes pegging and parts list demand. Values are:

Blank: Do not summarize.

1: Summarize the pegging and parts list demand.

1. Purchase Order Entry (P4310)

Enter the version of the Purchase Order Entry program (P4311) that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the Purchase Order Entry program.

Versions control how the Purchase Order Entry program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

2. Purchase Order Inquiry (P4310)

Enter the version of the Purchase Order Inquiry program (P430301) that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the Purchase Order Inquiry program.

Versions control how the Purchase Order Inquiry program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

3. Sales Order Entry (P4210)

Enter the version of the Sales Order Entry program (P4210) that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the Sales Order Entry program.

Versions control how the Sales Order Entry program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

4. Sales Order Inquiry (P4210)

Enter the version of the Sales Order Inquiry program (P42045) that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the Sales Order Inquiry program.

Versions control how the Sales Order Inquiry program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

5. Scheduling Work Bench (P31225)

Enter the version of the Scheduling Workbench program (P31225) that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the Scheduling Workbench program.

Versions control how the Scheduling Workbench program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

6. MPS/MRP/DRP Pegging Inquiry (P3412)

Enter the version of the MPS/MRP/DRP Pegging Inquiry program (P3412) that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the Pegging Inquiry program.

Versions control how the Pegging Inquiry program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

7. MPS/MRP/DRP Time Series (P3413)

Enter the version of the MPS Time Series program (P3413) that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the MPS Time Series program.

Versions control how the MPS Time Series program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

8. MPS/MRP/DRP Msg Detail (P3411) (master production scheduling/material requirements planning/distribution requirements planning message detail (P3411))

Enter the version of the MPS/MRP Detail Message Revisions program (P3411) that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the MPS/MRP Detail Message Revisions program.

Versions control how the MPS/MRP Detail Message Revisions program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

9. Bill of Material Inquiry (P30200)

Enter the version of the Bill of Material Inquiry program (P30200) program that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the Bill of Material Inquiry program.

Versions control how the Bill of Material Inquiry program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

10. Item Branch (P41026)

Enter the version of the Item Branch program (P41026) that the system uses when you access the program from Row and Form menus on the Work With Supply and Demand form. If you leave this option blank, the system uses the ZJDE0001 version of the Item Branch program. Versions control how the Item Branch program displays information.

11. Mfg WO Processing (P48013) (manufacturing work order processing (P48013))

Enter the version of the Manufacturing Work Order Processing program (P48013) that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the Manufacturing Work Order Processing program.

Versions control how the Manufacturing Work Order Processing program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

12. Enter/Change Rate Schedule (P3109)

Enter the version of the Enter/Change Rate Schedule program (P3109) that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the Enter/Change Rate Schedule program.

Versions control how the Enter/Change Rate Schedule program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

13. Item Availability (P41202)

Enter the version of the Item Availability program (P41202) that the system uses when called from Row and Form menus from the Work With Supply and Demand form. If you leave this field blank, the system uses the ZJDE0001 version of the Item Availability program.

Versions control how the Item Availability program displays information; therefore, you might need to set the processing options to specific versions to meet the company's needs.

Credit Check

W42050B

Sales Order Inquiries (G42112), Check Credit

Select a customer and click Select on Work with Customer Master.

Review information about a customer's account and credit status.

Work with Customer Ledger Inquiry

W03B2002A

Customer Invoice Entry (G03B11), Customer Ledger Inquiry

Review invoices and receipts or audit a customer's transaction history.

Standard Invoice Entry

W03B11A

Select a detail line and click Select on Work with Customer Ledger Inquiry.

Review information for a specific invoice.

Customer Service Inquiry

W4210E

Sales Order Inquiries (G42112), Customer Service

Review sales order, customer, and item information in the Sales Order Detail File (F4211) or Sales Order History File (F42119) tables.

Update Sales Order - Header First - Manage Existing Order

W42101C

Sales Order Processing (G4211), Update Sales Order - Header First

Review sales order, customer, and item information in the Sales Order Detail File (F4211) or Sales Order History File (F42119) tables.

Work With Sales Ledger Inquiry

W42025A

Sales Order Inquiries (G42112), Sales Ledger History Inquiry

Track sales orders and determine when an order was entered or printed.

Sales Ledger Detail

W42025B

On Work With Sales Ledger Inquiry, select a record and then select Sales Ledger Dtl (sales ledger detail) from the Row menu.

Review detail information for individual ledger items.

Work With Delivery Notes

W42290A

Sales Order Inquiries (G42112), Delivery Notes Inquiry

Delivery personnel can use delivery notes to compare what they deliver to what they have on the truck. Use this form to review information about items that are transported.

Amount Due

Review the balance or amount due on an open invoice or voucher.

In the Address Book Master table (F0101), the amount due is a memo amount that the system uses to determine whether a particular order exceeds a credit limit.

Open Order Amount

Review the total amount of open orders for a supplier or customer. The system uses the list price from the Item Location (F41021) table, adjusted by the discount tables or any override price. You cannot override this amount.

Total Exposure

Review an amount of the total accumulated amount account receivables that is due and the total accumulated open order amounts for a given customer.

Credit Limit

Review the total amount that you allow the customer to spend on purchases before the system sends a workflow message. This is the value that the system uses throughout the credit management programs. The system maintains the credit limit at the customer (child) level, not at the parent level. The system sends workflow messages for customers over their credit limits. When you set up or change the credit limit, the system sends a workflow message to the credit manager, indicating that the change is pending approval. The system does not accept the change to the credit limit in the customer record until the credit manager approves the change.

Over Credit Limit

Review this field to determine the portion of a customer's total amount due that exceeds that customer's available credit limit.

Order Type

Enter S for Sales Order Processing documents. This is a code (UDC 00/DT) that identifies the type of document. This code also indicates the origin of the transaction. These are reserved document type codes for vouchers, invoices, receipts, and time sheets, all of which create automatic offset entries during the post program. (These entries are not self-balancing when you originally enter them.)

Status Code From

Enter a code (UDC 40/AT), indicating the next step in the order flow of the line type.

Status Code Thru

Enter a code (UDC 40/AT) that specifies what the next standard step is in the processing cycle for this order type. You set up the steps for the processing cycle on the Order Activity Rules form.

1. Enter the status code to select when retrieving credit orders

Enter a code (UDC 40/AT), specifying the last step in the processing cycle that this order line has successfully completed.

2. Enter '1' if the status code is based on the Last Status

Enter a code to identify which status codes that you want the system to use when it selects information to display on this screen. If you set up this code, the system retrieves it from the processing options.

Blank: Display all orders whose next status falls within this range.

1: Display all orders whose last status falls within this range.

Credit Order Entry Version

Enter a version of the credit order entry (P4210) program. A version identifies a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters. Versions that begin with XJDE or ZJDE are set up in JD Edwards EnterpriseOne systems.

Sales Order Entry Version

Enter a version of the sales order entry (P4210) program. A version identifies a specific set of data selection and sequencing settings for the application. Versions may be named using any combination of alpha and numeric characters. Versions that begin with XJDE or ZJDE are set up in JD Edwards EnterpriseOne systems.

1. Customer Service Inquiry

Enter a version of the Sales Order Entry (P4210) program to utilize through Delivery Notes Inquiry.

2. Sales Ledger Inquiry

Enter a version of the sales ledger inquiry (P42025) program to utilize through Delivery Notes Inquiry.

Work With Commission Maintenance

W42120D

Commission/Royalty Management (G4223), Commission/Royalty Maintenance

Review and select commission records.

Commission Maintenance Revisions

W42120C

Select a commission record on Work With Commission Maintenance.

Review and revise commission information.

Customer Service Inquiry

W4210E

Sales Order Processing (G4211), Sales Order Detail

Locate and select sales orders for further review.

Update Sales Order - Header First - Manage Existing Order

W42101C

Sales Order Processing (G4211), Update Sales Order - Header First

Locate and select sales orders for further review.

Sales Order Detail Revisions

W4210A

Select a sales order and select Order, then SO Detail Revision (sales order detail revision) from the Row menu on Customer Service Inquiry.

Review detail information for a sales order.

Sales Order Header Commission Lookup

W42150A

Select Header Commissions from the Form menu on Sales Order Detail Revisions.

Review sales order commission information.

Sales Order Detail Commission Lookup

W42150B

Select a record and then select Detail Commissions from the Row menu on the Sales Order Detail Revisions form.

Review sales order commission information.

Commission Accruals Lookup

W42170A

Select a sales order and select Order, then Online Invoice from the Row menu on Customer Service Inquiry.

Select Commission Accruals from the Form menu on View Sales Order Invoices.

Review commission accruals for a sales order.

Flat Commission Amount

Review the value in this field to determine whether the employee receives a flat commission amount instead of a commission percentage. The per-unit amount must be populated to calculate commission amounts against the invoice, gross margin, or cost.

Per Unit Amount

Review the dollar amount per unit of the item.

Comm Code Type (commission code type)

Review this field to determine whether the system calculated commission using invoice amount or gross margin. No matter which item the system uses, you should consider an amount as the starting point in the commission calculation and apply loading factors, fixed costs, minimum margins, and so on.

Salesprsn Code (salesperson code)

Enter the standard for commission calculations, which requires a maximum of two salespersons and respective commission rates for each order line.

To create a commission liability for more than two salespersons, you can relate individuals or entities (for royalties) to a single order line. To do so, set up a sales/commission/salesperson code that represents not one but many salespersons in the related salesperson file. The system inserts this code in the billing instructions record for any customer or during sales order entry to create multiple commission records at the appropriate point in the order processing cycle (one record for each related salesperson).

Commission Percentage

Review the percentage of an order sales amount payable to the salesperson.

Flat Commission Amount

Review this value, which specifies a commission amount. If there is a value in this field, the employee received a flat commission amount instead of a commission percentage. The per-unit amount must be populated to calculate commission amounts against the invoice, gross margin, or cost.

Per Unit Amount

Review the dollar amount per unit of the item.

Comm Code Type (commission code type)

Review this field to determine whether the system calculated commission using invoice amount or gross margin. No matter which item the system uses, you should consider an amount as the starting point in the commission calculation and apply loading factors, fixed costs, minimum margins, and so on.

Line Amount

Review the total dollar value of the extended list price for the item on this line minus any applicable discounts.

Commission Amount

Review the value in this field. The system computes this dollar amount as a potential commission liability.

Based upon the sales amount at the order or line level, this amount might be the result of cost of sales, overhead load factor, minimum gross margin, and so on.

See Setting Up Commission Information.

Order Total

Review the cost of sales amount. The system subtracts this amount from the order sales amount to calculate the gross profit amount for this order.

Total Comm Amount (total commission amount)

Review the dollar amount computed by the system. This is a potential commission liability.

Based upon the sales amount at the order or line level, this amount might be the result of cost of sales, overhead load factor, minimum gross margin, and so on.

See Setting Up Commission Information.