Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Outbound Inventory Management

• JD Edwards EnterpriseOne Outbound Inventory Management Overview
  • Consigned Inventory
  • Vendor Managed Inventory (VMI)
• Benefits of JD Edwards EnterpriseOne Outbound Inventory Management
  • Benefits for Suppliers
  • Benefits for Customers
• JD Edwards EnterpriseOne Outbound Inventory Management Integrations
  • JD Edwards EnterpriseOne Address Book
  • JD Edwards EnterpriseOne Inventory Management
  • JD Edwards EnterpriseOne Sales Order Management
  • JD Edwards EnterpriseOne Transportation Management
  • JD Edwards EnterpriseOne Warehouse Management
  • JD Edwards EnterpriseOne Financial Management
  • JD Edwards EnterpriseOne Procurement Management
  • JD Edwards EnterpriseOne Requirements Planning
  • JD Edwards EnterpriseOne Advanced Pricing
• JD Edwards EnterpriseOne Outbound Inventory Management Implementation
  • Other Sources of Information
  • Global Implementation Steps
  • Outbound Inventory Management Implementation Steps
• Outbound Inventory Management Information Structure
  • Master Maintenance Tables
  • Transaction Processing Tables

2 Configuring the Outbound Inventory Management System

• Understanding System Configuration for Outbound Inventory Management
• Activating the Outbound Inventory Management System
  • Understanding System Activation
  • Activating JD Edwards EnterpriseOne Outbound Inventory Management
• Setting Up UDCs
  • Outbound Inventory Interface (42I/LT)
  • Outbound Inv. Agreement Type (42I/AT)
  • Action When Agreement Expires (42I/AN)
  • Outbound Locations Type (42I/OL)
  • Replenishment Method (42I/RP)
  • Audit Frequency (42I/AF)
  • Reason Code (42I/RC)
  • Hold Reason Code (42I/RT)
  • Outbound Cycle Count Status (42I/CS) (Release 9.2 Update)
  • Consumption Type (42I/CT) (Release 9.2 Update)
  • Outbound Hold/Return Status (42I/OS) (Release 9.2 Update)
• Setting Up Replenishment Frequency (Release 9.2 Update)
  • Understanding Setting Up Replenishment Frequency
  • Setting Up Replenishment Frequency for Outbound Inventory Management
• Setting Up Outbound Branch/Plant
  • Understanding Outbound Branch/Plant
  • Setting Up Outbound Branch/Plant
• Setting Up Outbound Inventory Locations
  • Understanding Outbound Inventory Locations
    • Outbound Inventory Location
    • In-Transit Location
    • Hold Location
  • Prerequisites
  • Setting Up Outbound Inventory Locations
    • Setting Up In-Transit Location
    • Setting Up Hold Location
• Setting Up AAIs for Outbound Inventory Management
  • Understanding Outbound Inventory AAIs
  • Setting Up AAIs for Outbound Inventory Management
    • Consigned Inventory
    • Inventory
• Setting Up Outbound Inventory Order line Types
  • Understanding Outbound Inventory Order Line Types
  • Setting Up Outbound Inventory Order Line Types
    • Internally Owned Shipment Line Type
    • Internally Owned Billing Line Type
    • Customer Owned Shipment/Billing Line Type
• Setting Up Order Activity Rules
  • Understanding Order Activity Rules
  • Prerequisites
  • Setting Up Order Activity Rules
• Setting Up Outbound Inventory Item Groups (Release 9.2 Update)
  • Understanding Outbound Inventory Item Groups
  • Creating Outbound Inventory Item Groups
• Setting Up Location Cross Reference for Electronic Data Interchange (EDI)
  • Understanding Setting Up Location Cross Reference for EDI
  • Setting Up Location Cross References for EDI

3 Understanding Outbound Inventory Agreements

• JD Edwards EnterpriseOne Outbound Inventory Agreements Overview
• Types of Outbound Inventory Agreements
  • Consigned Inventory Agreements
  • Customer Owned Vendor Managed Inventory (VMI) Agreements
  • Internally Owned Vendor Managed Inventory (VMI) Agreements
  • Outbound Inventory Item Groups Agreements

4 Processing Outbound Inventory Agreements

• Understanding Outbound Inventory Agreement Processing
• Creating Outbound Inventory Agreements
  • Understanding Outbound Inventory Agreement Definition
    • Understanding Outbound Inventory Agreement Master Information
    • Understanding Outbound Inventory Agreement Detail Information
  • Setting Processing Options for Work With Outbound Inventory Agreement Master (P42I010)
    • Default
    • (Release 9.2 Update) Process
  • Defining Outbound Inventory Agreement Master Information
  • Defining Outbound Inventory Items and Quantities
  • Creating Agreements for Outbound Inventory Item Groups
    • Creating Agreements for Outbound Inventory Item Groups
• Working With Outbound Inventory Agreement Changes
  • Understanding Outbound Inventory Agreement Changes
  • Tracking Outbound Inventory Agreement Changes
  • Tracking Outbound Inventory Agreement Master Changes
  • Tracking Outbound Inventory Agreement Detail Changes
• Understanding Other Outbound Inventory Agreement Management Functions
  • Extending or Renewing Outbound Inventory Agreements
  • Closing or Canceling Outbound Inventory Agreements

5 Entering Outbound Inventory Orders

• Understanding Outbound Inventory Orders
  • Understanding Internally Owned Shipments
  • Understanding Customer Owned VMI Orders
• Entering Outbound Inventory Orders
  • Outbound Inventory Order Entry Programs
  • Outbound Inventory Order Information
  • Prerequisites
• Entering Outbound Inventory Order Header and Detail Information
  • Understanding Outbound Inventory Order Header Information
  • Understanding Outbound Inventory Order Detail Information
  • Enter Item Information
  • Attach Outbound Inventory Agreements to Outbound Inventory Orders
    • Understanding Outbound Inventory Agreement Selection for Outbound Inventory Orders
      • Automatic Selection
      • Automatic Selection of Agreement with Earliest Expiration Date
      • Manual Selection
      • Item Groups
    • Attaching Outbound Inventory Agreements Manually to Outbound Inventory Orders
  • Forms Used to Enter Outbound Inventory Order Header and Detail Information
  • Setting Processing Options for Sales Order Entry (P4210)
    • Outbound Inventory
  • Entering Outbound Inventory Order Header Information
  • Entering Outbound Inventory Order Item Information
• Updating Outbound Inventory Orders
  • Understanding the Process to Update Order Header Information to the Detail Form
  • Updating Header Information
• Copying Outbound Inventory Orders
  • Understanding Copying Outbound Inventory Orders
  • Copying Outbound Inventory Orders
• Repricing Outbound Inventory Orders
  • Understanding Repricing Outbound Inventory Orders
• Attaching Outbound Inventory Agreements to Sales Orders
  • Understanding Attaching Outbound Inventory Agreements to Sales Orders
  • Setting Processing Options for the Resolve Outbound Inventory Agreements Report (R42I40)
    • Process
    • Versions
• Activating Preferences
  • Understanding Preferences
  • Difference Between Basic and Advanced Preferences
  • Advanced Preferences Supported by JD Edwards EnterpriseOne Outbound Inventory Management System

6 Entering Additional Outbound Inventory Orders

• Understanding Additional Outbound Inventory Order Entry
• Entering Outbound Inventory Direct Ship Orders
  • Understanding Outbound Inventory Direct Ship Orders
  • Understanding Integrity Between Related Sales and Purchase Orders
    • Receipts
    • Voucher Match
  • Prerequisites
  • Entering Outbound Inventory Direct Ship Orders
• Entering Outbound Inventory Interbranch and Intercompany Orders
  • Understanding Outbound Inventory Interbranch and Intercompany Orders
  • Understanding Default Information for Interbranch Orders
  • Understanding Interbranch Order Entry
    • Creating Intercompany Orders During Shipment Confirmation
  • Prerequisites
  • Forms Used to Enter Interbranch and Intercompany Orders
  • Entering Interbranch Orders
• Entering Transportation Orders (Release 9.2 Update)
  • Understanding Integration of Outbound Inventory Management and Transportation Management
  • Working With Loads
  • Creating Unscheduled Deliveries

7 Printing Invoice for Outbound Inventory Orders

• Understanding Invoicing for Outbound Inventory Orders
• Printing Invoices for Outbound Inventory Orders
  • Understanding the Print Invoices Report (R42565)
  • Setting Processing Options for the Print Invoices Report (R42565)
    • 9-Outbound Inventory
  • Running the Print Invoices Report (R42565)

8 Acknowledge Outbound Inventory Orders

• Understanding Outbound Inventory Order Acknowledgement
• Acknowledging Outbound Inventory Orders
  • Understanding the Acknowledge Outbound Order Receipt Application
  • Setting Processing Options for the Acknowledge Outbound Order Receipt Application (P42I02)
    • Default
  • Acknowledging Outbound Inventory Orders
• Running the Acknowledge Outbound Orders Receipt Program
  • Setting Processing Options for Acknowledge Outbound Orders Receipt Report
    • Process
• Holding Outbound Inventory Order Quantity
  • Understanding Holding Outbound Inventory Order Quantity
  • Holding Outbound Inventory Order Quantity
    • Inventory Pending Acknowledgement
    • Inventory Already Acknowledged
• Transferring Hold Quantity to Customer's Location
  • Understanding Transferring Outbound Inventory Hold Quantity
  • Transferring Outbound Inventory Hold Quantity

9 Processing Outbound Inventory Shipment Orders

• Understanding Outbound Inventory Order Information
• Understanding Outbound Inventory Order Processing
• Understanding Transaction Processing
• Understanding Status Codes
• Printing Picking Documents
  • Understanding Picking Documents
  • Setting Processing Options for the Print Pick Slips Program (R42520)
  • Printing Pick Slips
• Confirming Shipments
  • Understanding Shipment Confirmations
  • Understanding Additional Outbound Inventory Order Processing During Ship Confirm
    • Updating On-Hand Inventory
    • Overshipping
  • Understanding the Ship Confirm Batch Application
  • Prerequisites
  • Setting Processing Options for the Shipment Confirmation Program (P4205)
    • 17-Outbound Inventory
  • Confirming Shipments
  • Setting Processing Options for the Ship Confirm Batch Program (R42500)
    • Rec Selection
    • Process
  • Running the Ship Confirm Batch Application

10 Consumption Reporting For Outbound Inventory

• Understanding Consumption Reporting for Outbound Inventory
• Reporting Consumption for Outbound Inventory
  • Understanding the Report Outbound Inventory Consumption Application (P42I03)
  • Setting Processing Options for the Report Outbound Inventory Consumption Application (P42I03)
    • Default
    • Process
    • Versions
  • Reporting Consumption for Outbound Inventory
• Overriding Price and Quantity
  • Understanding Overriding Price and Quantity
  • Overriding Price and Quantity
• Approving Replenishment Quantity and Price Overrides
  • Understanding Approving Replenishment Quantity and Price
  • Setting Processing Options for the Work With Replenishment Quantity and Price Overrides program (P42I08)
    • Default
  • Approving Replenishment Quantity and Price
• Reversing Consumption (Release 9.2 Update)
  • Understanding Reversing Consumption
  • Reversing Outbound Inventory Consumption

11 Auditing Outbound Inventory (Release 9.2 Update)

• Understanding Auditing Outbound Inventory
• Selecting Items for Outbound Inventory Cycle Count
  • Understanding Selecting Items for Outbound Inventory Cycle Count
  • Setting Processing Options for Outbound Inventory Cycle Count - Select Items (R42I50) Program
    • Print
  • Running the Outbound Inventory Cycle Count - Select Items Program
• Entering Outbound Inventory Cycle Count
• Verifying Counted Quantity
• Printing Variance for Outbound Inventory Cycle Count
• Approving Outbound Inventory Cycle Count
• Correcting Inventory Balances

12 Processing EDI Transactions for Outbound Inventory (Release 9.2 Update)

• Understanding EDI for Outbound Inventory
• Understanding EDI Receipt Transmission
  • Mapping Requirements for Processing Inbound EDI Transmissions
• Transferring Inbound EDI Transactions
  • Understanding Extracting EDI Flat File
    • Extracting EDI Flat File Through Flat File Cross-Reference Program (P47002)
    • Extracting EDI Flat File Through Inbound Flat File Conversion Program (R47002C)
      • Setting Processing Options for the Inbound Flat File Conversion program (R47002C)
      • Running the Inbound Flat File Conversion Program (R47002C)
• Reporting Consumption Through Inbound EDI Standard 852
  • Understanding Reporting Consumption Through Inbound EDI Standard 852
  • Setting Processing Options for EDI Product Activity Data Edit/Create (R47121) Program
    • Update Mode
    • Document Types
    • Defaults
    • Outbound Inventory
  • Running the EDI Product Activity Data Edit/Create Program
• Working With Advanced Ship Notices (ASN)
• Sending Invoices (810/INVOIC)
  • Setting Processing Options for Print Invoices Program (R42565)
    • EDI
  • Sending EDI Invoice for Outbound Inventory

13 Billing and Replenishment

• Billing for Internally Owned Shipments
  • Understanding Billing for Internally Owned Shipments
  • Understanding the Generate Outbound Billing Order Program (R42I20)
    • (Release 9.2 Update) Understanding the XJDE0003 and XJDE0004 Versions of the Generate Outbound Billing Order Program (R42120)
  • Setting Processing Options for the Generate Outbound Billing Order Program (R42I20)
    • Process
    • Versions
  • Generating Outbound Billing Order
• Generating Replenishment Orders
  • Understanding Generating Replenishment Orders
  • Setting Processing Options for the Generate Outbound Replenishment Order Program (R42I30)
    • Defaults
    • Process
    • Versions
  • Generating an Outbound Replenishment Order

14 Return Outbound Inventory

• Returning Outbound Inventory
• Entering Credit Orders to Return Outbound Inventory
  • Understanding Creating Credit Orders to Return Outbound Inventory
    • Create a Version for Credit Orders
  • Understanding Outbound Inventory Agreement Selection for Credit Orders
  • Setting Processing Sales Order Entry program (P4210)
    • 1-Default
    • 29-Outbound Inventory
  • Creating Credit Orders
  • Confirming Shipment for Credit Orders
  • Running Sales Update Program for Outbound Inventory Credit Orders
• Returning Outbound Inventory Through Return Material Authorization (RMA) (Release 9.2 Update)
  • Understanding RMA
  • Prerequisites
  • Creating RMAs
    • Understanding RMA Entry For Outbound Inventory
    • Prerequisites
    • Setting Processing Options for the Return Material Authorization Revisions Program (P400511)
      • Defaults
      • Edits
      • Process
      • Versions
    • Setting Processing Options for the Work with Return Material Authorization Program (P40051)
      • Default
      • Versions
    • Entering Return Material Authorizations
    • Information Structure - Outbound Inventory and RMA

15 Running the End of Day Processes

• Understanding End of Day Processing
• Understanding Sales Update Report and Batches
• Updating Customer Sales
  • Understanding the Sales Update Program (R42800)
    • Updating Tables
    • Relieving Inventory
    • Understanding Interbranch and Intercompany Transactions
  • Setting Processing Options for the Sales Update Program (R42800)
  • Running the Sales Update Program
  • Reposting Outbound Inventory Orders
    • Example of Reposting Outbound Inventory Orders

16 Outbound Inventory Inquiries

• Outbound Inventory Availability
  • Understanding Outbound Inventory Availability
  • Setting processing Options for the Work With Outbound Inventory Availability Program (P42I04)
    • Default
  • Reviewing Outbound Inventory Availability