Understanding Order Management
To place an order in a standard operating environment, the customers are usually assisted by personnel who are familiar with the system as well as with the process requirements. When you create a sales environment on the web, you must enable the customers to select items from the inventory and create sales orders based on their selection.
When the customers enter orders using Customer Self Service, the system generates orders based on the customer information that is identified during login and the products that the customers select to add to an order. At any time, the customers can cancel the order or place the order. The system does not create the order until the order is accepted. If Customer Self Service is unexpectedly disconnected, the system holds the customer's order until the customer accesses self service again. The system prompts the customer to review and continue processing the interrupted order, or delete it.
When the customers enter sales orders on the web, they can move freely between the menu applications. The system generates an order based on the customer information that is identified during login and the products that you select to add to an order.
As the customers add items to their sales orders, they can review and total the order and apply the appropriate taxes. Additionally, the customers can specify an alternate carrier or edit order information by accessing the appropriate options on the Row and Form menus. Customers can cancel the order or place the order. The system does not create the order until they accept the order.
Customers can also use self service to review information for orders, including ship-to addresses, shipments, online invoices, and accounts. The customer might receive an alert or a message that prompts the customer to review the information, or the customer might want to review order information from the supplier's system. The customer can review and modify limited order information, such as quantity requested, requested date, and description.
The system uses the primary unit of measure from the Item Master. The system displays the unit price in the currency that is identified for the customer in the Address Book program (P01012). The system retrieves item information, such as line type, from the F4102 or F4101 table.
Each application provides an option to add items to a user's order. If they do not know the item number, the customers can click the visual assist to access the Search by Keyword form to find it.
Since order entry, inquiry, and acceptance are part of Sales Order Entry program (P4210), set these processing options for creating Customer Self Service sales orders:
You must activate Customer Self Service.
You can activate the option Display before Accept so that the customers can review order totals, including taxes, before the system creates records in the F4201 and F4211 tables. If you use taxed prices, the system displays the domestic or foreign taxed prices fields as read-only on the Order Acceptance form.
The enterprise (the company that uses JD Edwards EnterpriseOne software) is responsible for setting the processing options for the Self Service - Sales Order Inquiry program (P4210SS). The processing options control:
The default sort options for sales orders.
The format of the information.
For example, the enterprise might specify that header information be followed by detail information.
The types of sales orders that customers can review.
The versions that the Self Service - Sales Order Inquiry program uses.