Prerequisites

Before using the order guides feature, users must:

• Create templates using the Order Templates program (P4015). See Entering Sales Orders with Templates.

• Assign sales team members to customers. See Assigning Sales Team Members to Customers in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Sales Implementation Guide.

• Set processing options for the My Customers program (P42470).

• Set processing options for the Order Guides Power Edit program (P4015PE).

• Set the order guide-related processing options for the Sales Order Entry program (P42101, version ZJDE0014). See Setting Processing Options for the Sales Order Entry Program (P42101).