35 System Setup

This chapter contains these topics:

Section 35.1, "Objectives,"
Section 35.2, "About System Setup (ECS)."

35.1 Objectives

To understand how to set up the features and functions that allow you to process sales order information

35.2 About System Setup (ECS)

Before you use the ECS Sales Order Management system, you need to define certain information that the system will use during processing. You use this information to customize the system for your business needs. For example, you might set up default customer information to simplify the order entry process and avoid repetition.

System setup includes the following tasks:

Define related addresses
Set up customer billing instructions
Set up constants
Set up order line types
Set up order activity rules
Set up order templates
Set up order hold information
Set up commission information
Set up branch sales markups
Set up workday calendar
Set up freight information
Set up automatic accounting instructions
Define flexible account numbers

The following describes the information that you must set up for this system.

Information	Description
Related addresses	You must specify the address to which you send the invoice and shipment. These two addresses can be different. You can also designate related addresses or a parent address for a customer. For example, you might send all invoices to a parent address and send all shipments to subsidiary addresses.
Customer billing instructions	You can set up customer information that the system uses as default order, shipping, billing, and freight information. The system retrieves this information every time you enter an order for a customer.
Constants	Constants provide the system with the following types of default information: System constants determine which functions to perform Batch control constants determine whether an application requires management approval and batch control Branch/plant constants control day-to-day transactions within a branch/plant Location format determines how you identify item storage locations in a branch/plant Item availability defines how the system calculates the number of items that each branch/plant contains Pricing Information Defaults for Units of Measure and Dates Ship Ascending Date Rule Information which indicates whether the system applies the ship ascending date rule by customer and by item. When chosen, the system applies the ship ascending date rule during the sales order entry, pick slip/commitment processing, and ship confirmation processes. When it applies the rule, the system sorts shipping customers lots in ascending order by expiration date, sell by date, or best before date.
Order line types	You can define codes that determine how the system processes a detail line in an order.
Order activity rules	You can establish the sequence of steps to process an order.
Order templates	You create and assign order templates to speed up the order entry process. A template contains information about frequently ordered items.
Order hold information	You can set up the information that the system uses to place sales orders on hold.
Commission information	You can set up commission information for a specific salesperson or a group of salespeople.
Branch sales markups	You can define the additional costs that are associated with interbranch sales orders.
Work Day calendars	You can set up a calendar for a depot in which you record the days that the depot is closed, such as weekends, holidays, or planned shutdowns.
Freight information	You can establish standard freight rates by associating each rate with a zone, commodity class, rate code, and carrier.
Automatic accounting instructions (AAIs)	AAIs provide the Sales Order Management system with accounting information and general ledger relationships that are needed to interact with the General Accounting system.
Flexible account numbers	You use flexible sales accounting for account numbers that use the standard JD Edwards World format, which is business.unit.subsidiary. The flexible format lets you customize each segment of the account number.

The following describes the information that you must set up in other systems, including the Inventory Management system, the Technical Foundation system, and the General Accounting system:

Information	Description
Warehouse locations	Warehouse locations group items in branch/plants.
Messages	Messages display depending on which programs you specify and which messages you determine to print.
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.
Next numbers	Next numbers allows the system to automatically assign the next available number for document types and address book numbers when applicable.
Standard Units of Measure	The system applies the standard units of measure to all items across all branch/plants.
User Defined Codes	You can set up user defined codes to customize each system in your environment.
Item cross-references	Item cross-reference numbers allow the system to connect internal and external items.