Working with Preferred Items

To work with preferred items:

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 Preferred Items subform, review these fields for each opportunity:

   Item Number

   Displays a number that the system assigns to an item. It can be in short, long, or third item number format.

   The item number for the preferred item to be suggested and will replace the current sales order line.

   Description

   Displays the description of the item.

   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.

   The system displays the same unit price field as in the Sales Order Entry program (P42101).

   Pricing UOM (pricing unit of measure)

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

   Qty Available (quantity available)

   Displays a number that indicates the quantity that is available.

   For example, the available quantity might consist of the on-hand quantity minus commitments, reservations, and backorders.

   Availability is user defined. You can set up availability in the Branch/Plant Constants program (P41001).

5. Select a row in the Preferred Items subform based on the customer's request.

6. Click the Select Line button.

   The system cancels the original order line in the Sales Order Detail grid and adds a new line under the canceled line that contains the selected preferred item.

   The line number increment is .001.

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 on the Line Advisor tab and highlights the related order line in the Sales Order Detail grid.

8. In the Sales Order Detail grid, change the quantity for an item.

   You can change the quantity of the selected preferred item in the Sales Order Detail grid and the system updates the quantity in the subforms in the Line Advisor tab.

9. Review and select preferred item opportunities, as applicable.

10. Complete the sales order, as applicable.