This chapter contains these topics:
To enter sales orders interactively
To enter sales orders through batch processing
Basic order entry allows you to record information about your customers and the items they have ordered. When you enter a sales order, the system automatically enters pertinent information currently stored in the customer, item, preference, and pricing records. You can enter sales orders interactively or through batch processing.
Basic order entry consists of:
Working with interactive sales orders
Working with batch sales orders
You enter sales orders interactively when you need to process individual orders immediately. After you complete the required fields for the sales order, the system retrieves default values from the Address Book (F0101), Customer Master (F0301), and Item Master (F4101) tables. Sales order processing begins as soon as you complete the order entry.
You use batch sales order entry when you need to enter a large quantity of sales orders quickly. You also enter batch sales orders when you want to process a group of sales orders at the same time, such as at the end of the day. A batch is a group of similar records or transactions that the system treats as a single unit during processing.
You can also create recurring sales orders in batch mode. A recurring order is one that you enter regularly. For example, if a customer submits the same order on a periodic basis, you can create a recurring order to automate the process.
Batch order entry is faster than interactive order entry. When you enter orders in batch mode, the system does not immediately update and edit the fields, as it does when you enter orders interactively. You enter only the required information for an order and submit the orders to batch processing. The system then edits and processes the orders as a group.
Verify that the following information has been set up prior to entering sales orders:
Address information for each customer in the Address Book table (F0101). See Entering Basic Address Information (P01051) in the JD Edwards World Address Book and Electronic Mail Guide.
Master information for each customer in the Customer Master table (F0301). See Entering Customers in the JD Edwards World Accounts Receivable Guide.
Billing instructions for each customer in the Customer Master table (F0301). See Section 37.1, "Setting Up Customer Billing Instructions (ECS)."
Item information in the Item Master (F4101) and Bulk Item Master (F41011) tables. See Entering Item Master Information in the JD Edwards World Inventory Management Guide.
Branch/plant constants in the Branch/Plant Constants table (F41001). See Section 36.2, "Defining Branch/Plant Constants (ECS)."
Item and branch/plant information in the Item Branch table (F4102) and the Item Location table (F41021) for each item that you stock. See Entering Branch/Plant Information in the JD Edwards World Inventory Management Guide.
Preferences for customer and item combinations. See Chapter 30, "Understand Preferences" and Chapter 31, "Set Up Preferences."
Commission codes and commission rate information. See Section 41.1, "Setting Up Commission Information (ECS)."
Multi-currency, if you are processing orders using different currencies. See Set Up Multi-Currency in the JD Edwards World Multi-Currency Guide.
Default location and printers for your terminal or user profile in the Default Location and Printers table (F40095). See Setting Up Default Location Information in the JD Edwards World Inventory Management Guide.