This chapter contains the topic:
From ECS Sales Order Management (G4910), enter 29
From ECS Sales Order Management Setup (G491041), choose Order Activity Rules
To advance an order line through the order process, you must create order activity rules, which establish a sequence of steps for processing.
The system processes an order line based on the order activity rules that you set up for the order type and line type combination. For example, you could set the order activity rules for stock line types in sales orders as follows:
Enter order
Load confirm
Delivery confirm
For stock line types on purchase orders, you could set the order activity rules as follows:
Enter order
Approve order
You must assign a status code for every step in the order process. A status code is a number that the system uses to identify the current status of an order line. You must also identify a next status code that determines the next step to which the system will advance the order. You must arrange status codes in ascending numerical order for the system to establish the sequence of steps.
You can change the progression of steps or include alternate steps in the order activity rules. For example, you can set up order activity rules for non-stock items in sales orders so that the system bypasses the step to print pick slips and advances the order line to shipment confirmation.
You can specify at which point in the order process the system writes records to the general ledger for sales and purchasing.
Verify that you have set up the status codes in the user defined codes table (system 40, type AT). See Work with User Defined Codes in the JD Edwards World Technical Foundation Guide.
Verify that you have set up order types in the user defined codes table (system 00, type DT). See Work with User Defined Codes in the JD Edwards World Technical Foundation Guide.
Verify that you have set up line types. See Section 38.1, "Setting Up Order Line Types (ECS)."
To set up order activity rules
Complete the following fields:
Order Type
Line Type
Next Number
Status Code
Description
Next Status Code
Other Allowed
Ledger
Topic | Description |
---|---|
Using status codes | You can use the order activity rules for the following:
|
Copying an order activity rule | You can copy an order activity rule by accessing a current combination of an order type and a line type combination and making the necessary changes. You cannot delete an order activity rule if it has active orders against a status and line type. If a line type is protected there is an active order in the file at the particular status associated to that line type. |