This chapter contains these topics:
To understand the different types of additional orders
To enter each type of additional order
To release held orders
The Sales Order Management system provides different order types to accommodate specific ordering situations. Although you enter these additional orders in the same way that you enter a basic sales order, the system processes each order type differently. For example, quote orders are printed but not picked, whereas direct ship orders are not picked. Some additional orders, such as blanket orders, are prerequisites to actual sales orders.
You use order releases to return the order to the processing cycle or to initiate the sales order process. For example, you could place a customer's order on hold for credit reasons and then release the order when the customer's credit status changes. Or, you can create sales orders from blanket orders or quote orders by releasing the blanket order or the quote order.
Complete the following tasks:
Work with order releases
Enter credit orders
Enter transfer orders
Enter direct ship orders
Work with quote orders
Work with blanket orders
Work with interbranch orders
Work with service and warranty management
When the system places an order on hold, the order is taken out of the processing cycle. When you release an order, you return it to the order processing cycle.
You use credit orders when a customer returns goods that you want to return to inventory. You can also use credit orders when a customer returns damaged goods that you cannot return to inventory. In both cases, you must issue the necessary credits and make adjustments for the returned merchandise.
You can use transfer orders for internal purposes. You can transfer inventory between branch/plants within your company and maintain an accurate on-hand inventory count.
You use direct ship orders to record the sale of an item that you purchased from another supplier. The supplier sends the item directly to your customer. Because the supplier ships the item directly to your customer, the system does not process the order quantities through your inventory.
You use quote orders to record price quotes. You can:
Access quote orders through the same review, maintenance, and inquiry form that you use to work with sales orders
Convert an entire or partial quote order to a sales order
Use quote orders to ensure effective controls over price guarantees
Use quote orders to avoid committing inventory until the customer authorizes the order
You use blanket orders when you have an agreement with a customer for multiple releases of an item over a specified period of time. For example, you can place an order for 100 items that will be delivered over a period of four months in increments of 25 items per month. At the agreed-upon time, the quantity that you enter in an actual sales order is subtracted from the blanket order.
You can use interbranch orders to fill a customer's sales order from a branch/plant other than the selling branch/plant. This is helpful if your company places an order from one location but fills and ships the order from another location, such as a central supply warehouse.
Verify that you have set up status codes and order activity rules for additional types of orders. See Chapter 51, "Set Up Order Activity Rules."
Verify that you have set up the line types related to credit orders and direct ship orders. See Chapter 50, "Set Up Order Line Types."
Verify that you have set up the document types for additional types of orders. See Reviewing User Defined Codes in the JD Edwards World Common Foundation Guide.