JD Edwards EnterpriseOne Sales Order Management and JD Edwards EnterpriseOne Configurator

The JD Edwards EnterpriseOne Sales Order Management system controls all aspects of processing sales orders. The JD Edwards EnterpriseOne Configurator system works with the JD Edwards EnterpriseOne Sales Order Management system to adapt the way that you enter and process sales orders for configured items.

Besides regular sales orders, the JD Edwards EnterpriseOne Sales Order Management system also supports sales quotes, credit, transfer, direct ship, interbranch, and combination orders for configured items.

Before you can enter orders for configured items, you must enter business-specific information in the JD Edwards EnterpriseOne Sales Order Management programs within the JD Edwards EnterpriseOne Distribution system from Oracle.

You must set up order line types and document types (order types) for the system to use. The order line type tells the system how to process each detail line that you enter for a specific order type (for instance, T is a text line). The document type identifies the origin and purpose of the transaction (for instance, SO is a sales order). The order activity rules are then set up by combination of an order type and a line type. The order activity rules define the specific steps in the order processing cycle for the business.

You set up new line types to generate work orders (in addition to sales orders) for configured items during sales order entry.

A typical sales order cycle includes sales order entry, packing, shipping, and invoicing. For a work-order-generated line type and sales order document type, you can add to the cycle steps for creating the work order parts lists and completing work orders for configured items. Optionally, both of these manufacturing processes can update associated sales order activity.

A work-order-generated line type and sales quote document type are typically used for entering sales quotes for configured items. However, additional system setup prohibits the creation of associated work order headers when a quote order is generated.

A credit order line type and credit order document type are used for entering credit orders for configured items. Because credit orders facilitate receiving product back from a customer, the system must be set up so that the configured item can be put back into inventory.

The appropriate line types, document types, and order activity rules should be set up to support transfer, direct ship, interbranch, and combination orders for configured items. You must also ensure that the Procurement system is set up so that the interface exists with the JD Edwards EnterpriseOne Sales Order Management system to support these order types.