46 Search Sales Order Mobile Applications

This chapter discusses these topics:


Section 46.1, "Search Sales Order Mobile Applications Overview"
Section 46.2, "Setting Up the Search Sales Order Mobile Applications"
Section 46.3, "Using the Search Sales Order Mobile Tablet Application (M42060)"
Section 46.4, "Using the Search Sales Order Mobile Smartphone Application (M42061)"

Important Note:

Before using the mobile applications, Oracle strongly recommends that users have a complete understanding of how to use the associated processes and applications in the JD Edwards EnterpriseOne base software.

For additional information about the processes and applications associated with the mobile applications discussed in this chapter, see:

46.1 Search Sales Order Mobile Applications Overview

You use the Search Sales Order mobile applications to search for and review sales order information, and add notes associated with the sales order.

The Search Sales Order mobile applications enable you to:

  • Search for sales orders by using filtered criteria.

  • Review sales order information including customer information, delivery instructions, sales order status, quantity ordered, unit of measure, date information, and price information.

  • Review payment terms and currency information, such as foreign and base currency, and currency exchange rates when applicable.

  • Review the address and location details of the delivery location, and use the device's map and navigational features to locate the delivery site.

This table lists the applications that are available to review sales order information:

Type of Application Additional Information
Base EnterpriseOne application To add, review, and update sales order information, use the Sales Order Entry program (P42101) in the JD Edwards EnterpriseOne system.
Tablet application Search Sales Order (M42060)

To download the application to your tablet, search on the following text in the application store:

  • JD Edwards Order Search

Smartphone application Search Sales Order (M42061)

To download the application to your device, search on the following text in the application store:

  • JD Edwards Order Search


Before using the Search Sales Order tablet or smartphone application, set the processing options for the Search Sales Order tablet application (M42060) and the Search Sales Order smartphone application (M42061). You set the processing options to specify whether to allow alternate language search and to specify the versions that the mobile application uses for Sale Order Entry programs (P4210) and (P42101).

46.1.1 Differences and Limitations: Search Sales Order

Mobile applications are intended to be a simplified version of the applications that are available in the base software. In most cases, these applications provide a subset of the functionality available in the base software.

Language Support

Additionally, you should be aware of how a user's language preference can affect the search functionality for business unit and branch/plant records. See Section 1.2.2.1, "Language Support for Business Unit and Branch Plant Searches."

46.2 Setting Up the Search Sales Order Mobile Applications

Before you can use the Search Sales Order mobile applications on a mobile tablet device, you: must

  • Set processing options for the Search Sales Order mobile applications (M42060 and M42061).

    The system administrator must set the processing options for these mobile applications before the applications are made available to end users.

    See "Setting Up Processing Options for Sales Order Entry (P4210)" in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide

  • (Release 9.2 Update) Set the Bluetooth option in your device's settings to disable Bluetooth if you want to use the native device camera to scan barcodes of item number. Enable the Bluetooth option if you want to use a Bluetooth-enabled scanning device to scan the barcodes. To scan barcodes using a Bluetooth scanning device, you must configure the scanning device on the mobile device.

46.2.1 Setting Processing Options for the Search Sales Order Mobile Tablet Application (M42060)

You use processing options to specify default processing information for a program.

46.2.1.1 Process

1. Allow Alternate Language Search

Use this processing option to specify whether the program allows alternate language search. Values are:

Blank: Do not allow alternate language search.

1: Allow alternate language search.

When you activate this option, the system applies the functionality to the Item Number field located on the Filter pane.

46.2.1.2 Versions

1. Sales Order Entry (P42101) Version

Use this processing option to specify which version of the Sales Order Entry program (P42101) the system uses to process sales orders. The Search Sales Order tablet application processes sales orders based on the processing options of the version that you specify. If you leave this option blank, the system uses version ZJDE0001.

2. Sales Order Entry (P4210) Version

Use this processing option to specify which version of the Sales Order Entry program (P4210) the system uses to process sales orders. The Search Sales Order tablet application processes sales orders based on the processing options of the version that you specify. If you leave this option blank, the system uses version ZJDE0001.

46.2.2 Setting Processing Options for the Search Sales Order Mobile Smartphone Application (M42061)

You use processing options to specify default processing information for a program.

46.2.2.1 Process

1. Allow Alternate Language Search

Use this processing option to specify whether the program allows alternate language search. Values are:

Blank: Do not allow alternate language search.

1: Allow alternate language search.

46.2.2.2 Versions

1. Sales Order Entry (P42101) Version

Use this processing option to specify which version of the Sales Order Entry program (P42101) the system uses to process sales orders. The Search Sales Order smartphone application processes sales orders based on the processing options of the version that you specify. If you leave this option blank, the system uses version ZJDE0001.

2. Sales Order Entry (P4210) Version

Use this processing option to specify which version of the Sales Order Entry program (P4210) the system uses to process sales orders. The Search Sales Order smartphone application processes sales orders based on the processing options of the version that you specify. If you leave this option blank, the system uses version ZJDE0001.

46.3 Using the Search Sales Order Mobile Tablet Application (M42060)

The Search Sales Order tablet application enables you to search for and review sales order information, and update notes associated with the sales order.

Before you can use the application, you must download and install the application from the application store on your device.

To open the application, tap the Order Search icon and log in.

46.3.1 Reviewing Sales Order Information Using a Mobile Tablet

To review sales order information on your tablet:

  1. Open the application by tapping the Order Search icon on your device, and then log in.

    See Section 3.2, "Logging In to Mobile Enterprise Applications"

  2. To refine the list of items that appears on your screen, tap the Filter button to access the Filters pane. You can use these fields to filter sales order information:

    • Sold To Customer

    • Ship To Customer

    • Customer PO

    • Order Number

    • Order Type

    • Item Number

      You can enter data in the Item Number field using one of these options:

      • Use the keyboard on your mobile device to manually enter the data.

      • Use the camera application on your mobile device to scan the data.

        To use this option, tap the QR Code button next to the Item Number field. The system launches the device camera and you can scan the barcode of the item number.

      • Use a Bluetooth-enabled scanning device to scan the data.

        To use this option, tap the Item Number field to activate the scanning device. Then, scan the barcode of the item using the scanning device.

      See Section 4.2, "Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes.".

    • Branch Plant

    • Date

    • Status

  3. In the Filters pane to continue the search using the specified filters, tap the Apply button. When you tap the Apply button, the system:

    • Takes you to the list of sales orders that are displayed in the left pane based on your filter values.

      In the right pane, the system displays the sales order header information for the first sales order in the list. The default view is the information on the Header tab.

    • Saves the filter values that you entered. The system displays the saved filter values the next time you open the filter screen.

    To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:

    • Takes you to the list of branch plants that stock the item with the last saved filter values, if applicable.

    • Ignores the filter values that you entered, and restores the last saved filter values to the filter fields.

      To delete all the filter values that you specified, and to enter new filter values, tap the Clear button.

  4. Review the information in the Order tab. In the Order tab the system displays the following information:

    • Sold To

    • Ship To

    • Customer PO

    • Order By (the buyer)

    • Requested Date

    • Order Total (total cost of the order)

    • Payment Terms

    • Delivery Instructions

    • Sold to Address

    • Ship To Address

    Tap the link in the Sold To Address or Ship To Address sections of the screen to use the map or navigational features of your device.

    Figure 46-1 Sales Order Search - Header Tab: Tablet

    Surrounding text describes Figure 46-1 .
  5. To review sales order detail information, tap the Detail tab.

    The systems displays detail information for each line number on the sales order. The detail information includes quantity, unit and extended price, last and next status, and date information.

  6. To add or review notes, tap the Notes tab.

  7. Tap in the New Notes section and enter notes for the sales order.

  8. Tap the Save button to update the note.

    When you save the note, the system appends the note to the Notes History section. However, the system does not stamp the note entry with a date. The last note in the list of notes is the most recent note.

  9. To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.

46.4 Using the Search Sales Order Mobile Smartphone Application (M42061)

The Search Sales Order smartphone application enables you to search for and review sales order information, and update notes associated with the sales order.

Before you can use the application, you must download and install the application from the application store on your device.

To open the application, tap the Order Search icon and log in.

46.4.1 Reviewing Sales Order Information Using a Mobile Smartphone

To review sales order information on your smartphone:

  1. Open the application by tapping the Order Search icon on your device, and then log in.

    See Section 3.2, "Logging In to Mobile Enterprise Applications"

  2. To refine the list of sales orders that appear on your screen, tap the Filter button to access the Filters screen. You use these fields to filter sales order information:

    • Sold To Customer

    • Ship To Customer

    • Customer PO

    • Order Number

    • Order Type

    • Item Number

      You can enter data in the Item Number field using one of these options:

      • Use the keyboard on your mobile device to manually enter the data.

      • Use the camera application on your mobile device to scan the data.

        To use this option, tap the QR Code button next to the Item Number field. The system launches the device camera and you can scan the barcode of the item number.

      • Use a Bluetooth-enabled scanning device to scan the data.

        To use this option, tap the Item Number field to activate the scanning device. Then, scan the barcode of the item using the scanning device.

      See Section 4.2, "Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes.".

    • Branch Plant

    • Date

    • Status

  3. On the Filters screen to continue the search using the specified filters, tap the Apply button. When you tap the Apply button, the system:

    • Takes you to the list of sales orders that are displayed based on your filter values. Tap the Next Field button to display the Sales Order screen. The default view is the information on the Header tab.

    • Saves the filter values that you entered. The system displays the saved filter values the next time you open the filter screen.

    To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:

    • Takes you to the list of branch plants that stock the item with the last saved filter values, if applicable.

    • Ignores the filter values that you entered, and restores the last saved filter values to the filter fields.

      To delete all the filter values that you specified, and to enter new filter values, tap the Clear button.

  4. Review the information in the Order tab. In the Order tab the system displays the following information:

    • Sold To

    • Ship To

    • Customer PO

    • Ordered By

    • Order Date

    • Requested Date

    • Order Total

    • Payment Terms

    • Delivery Instructions

    • Sold To Address

    • Ship To Address

      Tap the link in the Sold To Address or Ship To Address sections of the screen to use the map or navigational features of your device.

    Figure 46-2 Order Screen: Smartphone

    Surrounding text describes Figure 46-2 .
  5. To review the sales order detail information, tap the Detail tab.

    The systems displays the item number, quantity, and unit price for each line number on the sales order.

  6. Tap a line number to see additional sales order detail information associated with the line number.

    The system displays the Line Details screen. The default view is the information on Line Detail tab.

    In the Line Detail tab, the system displays:

    • Quantity

    • Ship To

    • Unit Price

    • Extended Price

    • Last Status

    • Next Status

    Figure 46-3 Line Details Screen: Smartphone

    Description of Figure 46-3 follows
    Description of ''Figure 46-3 Line Details Screen: Smartphone''

  7. To review sales order date information, tap the Dates tab.

    In the Dates tab, the system displays:

    • Requested Date

    • Scheduled Pick Date

    • Promised Ship Date

    • Actual Ship Date

    • Promised Delivery Date

    • Invoice Date

    • Cancel Date

  8. Tap the Details button to return to the Sales Order screen.

  9. To add or review notes, tap the Notes tab.

  10. Tap in the New Notes section and enter notes for the sales order.

  11. Tap the Save button to update the note.

    When you save the note, the system appends the note to the Notes History section. However, the system does not stamp the note entry with a date. The note at the bottom of the list of notes is the most recent note.

  12. To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.