51 Overview to System Setup

This chapter contains these topics:

Section 51.1, "Objectives,"
Section 51.2, "About System Setup for Load and Delivery Management."

51.1 Objectives

To understand the basic setup requirements of the Load and Delivery Management system in conjunction with the Sales Order Management and the Inventory Management systems
To set up the work day calendar in which you record the days a depot is closed, such as weekends, holidays, or planned shutdowns
To set up automatic accounting instructions (AAIs) and determine how the G/L entries that the system generates are distributed

51.2 About System Setup for Load and Delivery Management

You can customize the Load and Delivery Management system to fit your company's needs and to ensure that you meet customer demand. The Load and Delivery Management system integrates with other distribution/logistics systems to ensure efficiency and accuracy. Requirements include sophisticated sales order management, inventory allocation, item availability, and pricing.

Complete the following required tasks to set up your system:

Set up the work day calendar
Set up AAIs for load and delivery
Understand user defined codes for LDM

51.2.1 What Information Do You Need to Set Up?

The following describes the available setup features and their purpose.

Feature	Description
Work day calendar	You enter and maintain work day calendars by calendar type. For example, you might set up a calendar specifically for a depot in which you record the days that the depot is closed, such as weekends, holidays, or planned shutdowns. When the dispatcher builds trips, the system uses the information you set up in the work day calendar to track valid work days. The system uses the calendar with trip maintenance, the Delivery Date preference, and throughput capacity.
Automatic accounting instructions (AAIs)	AAIs provide the Sales Order Management system with accounting information and general ledger relationships for interacting with General Accounting.

Feature

Description

Work day calendar

You enter and maintain work day calendars by calendar type. For example, you might set up a calendar specifically for a depot in which you record the days that the depot is closed, such as weekends, holidays, or planned shutdowns. When the dispatcher builds trips, the system uses the information you set up in the work day calendar to track valid work days.

The system uses the calendar with trip maintenance, the Delivery Date preference, and throughput capacity.

Automatic accounting instructions (AAIs)

AAIs provide the Sales Order Management system with accounting information and general ledger relationships for interacting with General Accounting.

The following describes the features that you need to set up in other systems, including Inventory Management, Technical Foundation, and General Accounting, and each feature's purpose:

Feature	Description
Branch sales markups	Branch sales markups allow you to set up transfer costs that apply to interbranch sales. See Setting Up Branch Sales Markups in the JD Edwards World Sales Order Management - ECS Guide.
Commissions and royalties	You can set up the commission information for a specific salesperson or a group of salespeople. See Setting Up Commission Information in the JD Edwards World Sales Order Management - ECS Guide.
Constants	Constants provide the system with the following types of default information: System constants tell the system which functions to perform. Batch control constants tell the system whether an application requires management approval and batch control. Branch/plant constants help you control day-to-day transactions within a branch/plant. Location format determines how you identify item storage places in a branch/plant. Item availability defines how the system calculates the number of items that each branch/plant contains. See Defining Branch/Plant Constants in the JD Edwards World Inventory Management Guide.
Customer billing instructions	The system uses customer billing instructions you set up to determine how to handle a customer's order. See Setting Up Customer Billing Instructions in the JD Edwards World Sales Order Management - ECS Guide.
Default location and printers	Default location and printer settings provide the system with branch/plant, printer output queue, and approval route code information to use as default settings. See Assigning Default Print Queues in the JD Edwards World Inventory Management Guide.
Item cross-references	Item cross-reference numbers allow the system to connect internal and external items. See Setting Up Item Cross-References in the JD Edwards World Inventory Management Guide.
Messages	Messages display depending on which programs you specify and which messages you determine should print. See Setting Up Messages in the JD Edwards World Inventory Management Guide.
Next numbers	Next numbers allows the system to automatically assign the next available number when applicable, such as for document types and Address Book numbers. See Set Up Next Numbers in the JD Edwards World General Accounting I Guide.
Order activity rules	You set up order activity rules to establish the sequence of allowable steps that an order takes from beginning to end. See Setting Up Order Activity Rules in the JD Edwards World Sales Order Management - ECS Guide.
Order hold information	You can define the codes that the system uses to place sales orders on hold. See Setting Up Order Hold Information in the JD Edwards World Sales Order Management - ECS Guide.
Order line types	Order line types are codes that determine how the system processes a detail line in an order. See Setting Up Order Line Types in the JD Edwards World Sales Order Management - ECS Guide.
Standard units of measure	The system applies the standard units of measure that you set up to all items across all branch/plants. See Set Up Standard Units of Measure in the JD Edwards World Inventory Management Guide.
User defined codes	You can set up user defined codes to customize each system in your environment. See Working With User Defined Codes in the JD Edwards World Technical Foundation Guide.
Warehouse locations	Warehouse locations group items in branch/plants. See Setting Up Warehouse Locations in the JD Edwards World Inventory Management Guide.