Defaults
These processing options specify default values, such as the document type, that P4210 uses when other values are not entered for the transaction.
Except for the required order type, these defaults apply during order entry only. If you are inquiring on written records, the system retrieves orders based on the order information in the form header first, and then uses the parameters that you define for inquiries.
You can override default information that appears on the header and detail forms. If information is hidden, the system processes orders based on the default information that is set up in the processing options or the master tables.
- 1. Order Type (Required)
Enter a value from user-defined code (UDC) 00DT that indicates the type of document.
Certain document type codes are reserved for vouchers, invoices, receipts, and time sheets, which create automatic offset entries during the post program.
If you use this version of the Sales Order Entry program (P4210) in other programs, the default values for the program in which the original order is created override the default values for the sales order. For example, if you use this version of the P4210 program in the Blanket Order Release program (P42216), the order line type in the blanket order overrides the default line type in the sales order.
- 2. Line Type
Enter a code that controls how the system processes lines on a transaction.
Line types control the systems with which the transaction interacts (such as JD Edwards EnterpriseOne General Accounting, JD Edwards EnterpriseOne Job Cost from Oracle, JD Edwards EnterpriseOne Accounts Payable, JD Edwards EnterpriseOne Accounts Receivable, and JD Edwards EnterpriseOne Inventory Management). Values are defined on the Line Type Constants Revisions form and include:
S: For stock item.
J: For job cost.
N: For nonstock item.
D: For direct ship item.
F: For freight.
T: For text information.
M: For miscellaneous charges and credits.
W: For work order.
On the Line Type Constants Revisions form, you can set up a line type for nonstock items that retrieves information from the Lot Master table (F4108) but does not commit quantities. The system uses the Edit the Item Master for Non-Stock Items option when the Inventory Interface option is set for a nonstock item, such as D or N.
When you enter a direct ship item line type, the system uses a version of the Purchase Order Entry program (P4310) to create the purchase order that is related to this sales order. Specify the version in the Purchase Order Entry processing option on the Version tab of the processing options for the Sales Order Entry program (P4210).
When you enter a work order line type, the system creates the work order using the version of the Work Order Entry program (P48013) that you specify in the Work Order Entry processing option on the Versions tab of the processing options for P4210.
If you use this version of the P4210 program in other programs, the default values for the program in which the original order is created override the default values for the sales order. For example, if you use this version of the P4210 program in the Blanket Order Release program (P42216), the order line type in the blanket order overrides the default line type in the sales order.
- 3. Beginning Status
Enter a value from UDC 40/AT that indicates the current point in the order process.
You must specify a code that has been set up in the order activity rules based on the order type and the line type that you are using.
The combination of the beginning status and the next status must be a valid last status and next status combination in the Order Activity Rules table (F40203).
- 4. Override Next Status
Enter a value from UDC 40/AT that indicates the next step in the order process. You must specify a code that has been set up in the order activity rules based on the order type and the line type that you are using.
The override status is another enabled step in the process. The combination of the beginning status and the override next status must be a valid last status and next status combination in the F40203 table.
- 5. Line Number Increment
Enter the increment that the system uses to automatically number the order lines. You should select a whole number because other processes, such as kit entry, create decimal increments.
- 6. Reason Code
Enter a value that has been set up in UDC 42/RC. This is a memo-only field for reporting purposes.
Note: Reason Code 6 is reserved.- 7. Override Transaction Unit of Measure
Enter the unit of measure from UDC 00/UM for an item in an order.
If you do not enter a value for this processing option, the system retrieves the primary unit of measure that is defined in the Item Master table (F4101).
- 8. Default Transaction Unit of Measure
Specify which unit of measure to use. The system retrieves the transaction unit of measure when the Override Transaction Unit of Measure field is blank. Values are:
Blank: Use the primary unit of measure.
1: Use the pricing unit of measure.
- 9. Address Book Revisions
Specify whether the system prompts users to add new customers to the JD Edwards EnterpriseOne Address Book system during sales order entry. If you enter a customer address book number in the Sold To field or the Ship To field that the system does not recognize, the system does not enable you to enter an order. Values are:
Blank: You must manually access the Address Book Revisions form and add customer information before entering an order.
1: The system automatically displays the Address Book Revisions form.
Whether you access the Address Book Revisions form from a Form menu option or select the option to automatically add customers, the system uses version ZJDEC003 of the Address Book Revisions program (P0101).
- 10. Update Header to Detail
Use this processing option to specify whether the system updates corresponding information in the order detail when you change the order header information. In Update mode, the Define Header Columns to Detail (P40HDR) application identifies which fields the system updates on the detail form. Valid values are:
Blank: The system does not update detail lines when you update header information. If you are using P4210, you can manually update the detail lines using the Populate option from the Header to Detail form menu.
1: The system automatically updates the detail lines to reflect changes that you make to the header information. If you are using P42101, the system updates the detail lines in both Add and Update mode. If you are using P4210, you cannot update the header in Add mode while adding or editing the detail.
- 11. Header Branch/Plant
Specify the value with which the system selects the default branch/plant for tracking costs. You can set up a default header branch/plant based on the user ID or terminal, or based on the business unit for the ship to address in the Address Book Revisions program (P0101). Values are:
Blank: Use the default location based on the user ID or terminal ID and display the branch/plant in the order header form.
You set up the default branch/plant based on the user or terminal ID in the Default Location and Printers program (P400951).
1: Use the business unit that you specify on the Address Book Revisions form for the customer to which you are shipping the goods.
- 12. Default Branch/Plant
Specify the default branch/plant that appears in the order header.
- 13. Order Template
Enter a standard template that applies to all customers.
You can create a standard template that lists frequently ordered items. Although the system displays this template for every order, you do not have to apply any or all of the items during order entry.
- 14. Customer Self Service Structure Type
Enter the value from UDC 01/TS that indicates the organizational structure type to use. In the application, you can select an address book number from a list of addresses that are associated with another address book number. You specify this address book number either as a related address in the address book record or you associate it with you through the organizational structure type. The system uses the organizational structure type to recognize the relationship between one address book number and the other address book numbers that belong to the organization.
If you leave this processing option blank, the system enables you to select a value from the list of related address numbers that are specified in the address number record.
- 15. User ID default (CSS only)
Specify whether the system displays the user ID in the Ship To field or the Sold To field in the sales order header when using Customer Self Service (CSS). Values are:
Blank: Display the user ID in the Sold To header.
1: Display the user ID in the Ship To header.
- 16. Override Sold To and Ship To Header (CSS only)
Specify whether to enable the Ship To and Sold To fields to be overridden when using CSS. Values are:
Blank: Do not enable override.
1: Enable users to override the Sold To and Ship To fields in customer self-service mode at the header level.
- 17. Override Carrier Number (CSS only)
Specify whether the to override the carrier in the header information when using CSS. Values are:
Blank: Do not override the carrier.
1: Override the carrier number.
- 18. Sold To Contact Record Type
Specify the sold to contact type from UDC 01/WO that should appear by default in the header at time of order entry through the Sales Order Entry program (P42101).
- 19. Ship To Contact Record Type
Specify the Ship to contact type from UDC 01/WO that should appear by default in the header at time of order entry through P42101.