Working with Line Up-Sell

To work with line up-sell:

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 (P42101). Click Save and Close on the Order Header Revisions form. Select Create Sales Order - Detail First (P42101).
   Manage Existing Order	W42101C	Sales Order Processing (G4211). Select Update Sales Order - Header First (P42101). Select Update Sales Order - Detail First (P42101).

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

   Line Advisor

   Displays an icon if information exists in Line Advisor. If no information exists, the system does not display the icon.

4. On the Up-Sell Opportunities subform, review these fields for each opportunity:

   F/G (free goods)

   Displays an icon if a free good is associated with the up-sell opportunity quantity. The price adjustment that the system uses to generate the opportunity is set up with a free good based on the order quantity.

   Quantity

   Displays the quantity of units suggested to receive the price break adjustment.

   The quantity is expressed in the transaction unit of measure.

   UOM (unit of measure)

   Displays a value from UDC (00/UM) that indicates the quantity in which to express an inventory item, for example, CS (case) or BX (box).

   On the Up-Sell Opportunities grid, the UOM relates to the Quantity field.

   Unit Price

   Displays the price to be charged for one unit of this item. The unit price is expressed in the pricing unit of measure and includes adjustments.

   Extended Price

   Displays the number of units in the Quantity field multiplied by the unit price.

   Pricing UOM (pricing unit of measure)

   Displays a value from UDC (00/UM) that indicates the unit of measure in which you price the item.

5. Select a row in the Up-Sell Opportunities subform based on quantity and price.

6. Click the Select Quantity button.

   The system updates the Sales Order Detail grid with the selected quantity and corresponding price.

7. On the Line Advisor tab, click the Next Line button to move to the next line of the order with line advisor information.

   The system updates the item number in the Item Number field and the branch/plant in the Branch/Plant field on the Line Advisor tab and highlights the related order line in the Sales Order Detail grid.

8. Review and select up-sell opportunities, as applicable.

9. Complete the sales order, as applicable.