This chapter contains these topics:
| Topic | Description |
|---|---|
| Order duplication default values processing options | You can streamline sales order entry by duplicating sales orders. You set the processing options to control order duplication. You can:
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| Download header information processing option | You can have the information that you change in the header carry over to the detail information automatically. Otherwise, you must do it manually by pressing the appropriate function key. |
| Prompting control processing options | When you enter a sales order, you can use one of the following methods to locate key item information, such as the item number and available quantities:
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| Accepting a configured item order | When you enter a sales order for a configured item, you must clear the prompting control processing option in the Order Entry - Detail processing options so that the system will not prompt you to accept the order. |
| Order hold codes processing options | You can define the conditions that the system uses to place orders on hold and attach those conditions to a hold code. You must identify the appropriate hold code in the processing options for the system to check order hold information.
See Chapter 53, "Set Up Order Hold Information." You can set quantity limits to define the quantity that a customer or customer group is allowed to purchase or the quantity of each item or item group that is allowed to be sold.
See Chapter 44, "Set Up Preferences" for more information on the Product Allocation preference. |
| Field display control processing options | You can protect the following fields:
The user can review but not edit the values that the system displays. If you do not enter values in the processing options, the system allows user input. |
| Kit processing options | If you suppress kit component lines, the system displays only the parent item.
If you display your components when you enter an order but suppress item availability in the Kit window, you can not see any available component inventory. If you suppress availability information in the kit window and one component is backordered, the system will backorder the kit. |
| Availability checking processing options | If you do not have inventory available for a sales order, the Sales Order Management system creates a backorder. You can set the processing options to do the following:
You can generate reports to review order status reports. |
| Commitment control processing options | You can set the commitment control processing options to check product availability for backorders. The system displays the Supply/Demand Inquiry form when you order items that are not available in the quantity that you need on the promised date. If you do not set this processing option, you can display this form manually.
See Section 20.7, "Reviewing Supply and Demand Information." |
| Automatic processing options | You can enter values to automatically print pick slips or invoices through the subsystem when you accept the order. You must specify the appropriate processing options in the Print Pick Slips or Print Invoices programs to hard-commit your inventory.
If you enter the value to commit inventory online, the system activates Batch Inventory Commitment program to hard-commit the inventory when you accept the order. You can enter the value to commit inventory through the subsystem. The subsystem will activate Batch Inventory Commitment program to hard-commit your order. |
| Automatic order repricing | If you enter a value in this processing option, the system calls the repricing program when the sales order is accepted. You can review the sales order and see the reprice line. Otherwise, you must press F18 to activate the reprice program. |
| Configurator processing options | You can enter a sales order for a configured item using one of the following methods:
See Working with Configured Item Sales Orders in the JD Edwards World Configuration Management Guide. |
| Transfer price update processing options | You can set the following transfer price update processing options for use with interbranch orders. You can:
For transfer or interbranch orders, you can specify a pricing method for the supplying branch/plant. For example, the supplying branch/plant can charge a transfer price or a cost markup to the selling branch/plant. |
| Order template processing options | If you enter sales orders for multiple customers that order the same products, you can specify automatic template processing. You can:
If you leave the order template processing option blank, the system will not perform automatic template processing. |
| Blanket/quote processing options | You must set up a user defined code for blanket orders in table 40/BT and set the blanket/quote processing option in Sales Order Entry - Detail program to process blanket orders and releases. If there is an outstanding blanket order for a customer, the Blanket Order Release form automatically appears when you enter the customer's address book number and item number in the sales order entry form. |
| Blanket/quote order processing options | You must set up a user defined code for blanket orders and set the blanket/quote processing option to process blanket orders and releases. If there is an outstanding blanket order for a customer, the Blanket Order Release form automatically appears when you enter the customer's address book number and item number in the sales order entry form. |
| Preference profile processing options | You must set this processing option to allow preference profile processing for all of the versions of order entry programs to which you want to apply the preferences.
You can activate most preferences in the Preference Selection form. You must enter the appropriate value in the processing options to activate the Inventory Commitment preference. See Section 42.2, "Setting Up Preference Master Information." |
| Load confirm processing options | If you use Load and Delivery Management and have activated ECS Control in the Sales Order Management system, you must activate this processing option to work with load confirmation after you enter a sales order. |
| Aviation/marine processing options | The Sales Order Management and Load and Delivery Management systems support the aviation and marine industries. You can enter additional order information, such as flight and vessel numbers, fueling times, and arrival and departure times during sales order entry or load and delivery confirmation.
You must activate the ECS Control in the Sales Order Management system and use the ECS format to enter an aviation or marine order. Typically, you record aviation and marine information for bulk products, but you can also record this information for packaged products. |
| Mark-for address processing options | You can set the Mark-For Address processing options in Sales Order Entry - Detail to display the Mark-For Address.
You use the Mark-For address to specify the location of the final destination of the order. In the retail industry, this address is used in addition to the Ship To address. You can only enter customers that you have set up in the Address Book Master and Customer Billing Instructions. If you enter a Mark-For address, the system assesses the tax based on the information that you set up in the Customer Billing Instructions for the Mark-For address instead of the Sold To address. |
| Ascending Ship To Date Rule | Using Advanced Lot Management, you can specify if the system should issue an error or warning if the Ascending Ship To Date Rule is violated. |
| Lots not in effect | Using Advanced Lot Management, you can specify how to treat lots not yet in effect, whether to error or issue a warning, and whether or not to include them in the availability check. |
| Service Warranties | Under service warranty management processing options, you can specify the batch job to assign to sales lines each time you exit from Sales Order Entry and the DREAM Writer version for this batch job. |