Working with Line Advisor

To work with line advisor:

1. Access the Enter New Order form or Manage Existing Order form.

   Form Name	Form ID	Navigation
   Enter New Order	W42101D	Sales Order Processing (G4211). Select Create Sales Order - Header First. Click Save and Close on the Order Header Revisions form. Select Create Sales Order - Detail First.
   Manage Existing Order	W42101C	Sales Order Processing (G4211). Select Update Sales Order - Header First. Select Update Sales Order - Detail First.

2. On the Enter New Order form or Manage Existing Order form, enter order header and detail information, as applicable.

   See "Entering Sales Order Header and Detail Information" in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide.

3. Select the Line Advisor tab.

   Alternatively, select the Line Advisor grid cell icon in the Line Advisor column in the Sales Order Detail grid.

4. On the Line Advisor tab, use these fields to work with quantity level and preferred item up-sell opportunities:

   Select line number to view

   Displays the line number related to the selected detail line in the selected Sales Order Detail grid.

   Select a line number to view in the Up-Sell Opportunities, Preferred Items, and Sales Order Detail grids by clicking the Previous Line and Next Line buttons.

   Item Number

   Displays a number that identifies the item. This is the item number related to the selected detail line in the Sales Order Detail grid.

   Branch/Plant

   Displays an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.

   The value represents the detail branch/plant for the selected sales order detail line.

   See Working with Line Up-Sell.

   See Working with Preferred Items.

5. Click the Refresh button, if applicable.

   When you click the Refresh button, the system updates the Line Advisor tab with the most current information in the Line Advisor Work File table (F42X010W).

   For example, if you change or add a new sales order detail line while on the Line Advisor tab, you click the Refresh button to update the up-sell opportunities for the changed or new line.

   If you enter a sales order detail line or change a detail line and tab out of the line before saving the order, you click the Refresh button to update the up-sell opportunities or preferred items for the updated sales order line.

6. Complete the sales order, as applicable.