1. Sales Order Management Implementation Guide
  2. Setting Up Order Line Types

Setting Up Order Line Types

Access the Line Type Constants Revisions form.

Inv. Interface (inventory interface)

Enter a code that specifies how the system interacts with the JD Edwards EnterpriseOne Inventory Management system for order lines with the specified line type. Values are:

  • Y: The monetary or unit value of any activity containing this line type is reflected in inventory. The system also edits the item that you enter to ensure that it is a valid item. This is the default value.

  • A: The system recognizes the number that you enter as a general ledger account number. The system uses this code in purchasing only.

  • B: The system performs edits when using format 4 in purchase order entry.

    The system retrieves price data from the inventory tables, but does not update the quantity on the purchase order. This code is valid only when you have set the G/L Interface field to Y (yes). Budget checking is fully functional when you use this interface code.

  • D: The item in this line is an inventory item that does not affect availability or quantities.

  • N: The item is not an inventory item.

    To verify whether the item exists in the F4101 table, use Inventory Interface N with the Edit Item Master for Non-Stock Item option.

G/L Offset (general ledger offset)

Enter a code from UDC 41/9 that identifies the general ledger offset for the account to which the system posts the transaction. If you do not want to specify a class code, enter **** (four asterisks) in this field.

You can use AAIs to predefine classes of automatic offset accounts for JD Edwards EnterpriseOne Sales Order Management. You can assign general ledger class codes in these ways:

  • IN20 Direct Ship Orders.

  • IN60 Transfer Orders.

  • IN80 Stock Sales.

The system can generate accounting entries based on a single transaction. For example, a single sale of a stock item can trigger the generation of accounting entries similar to this:

  • Sales-Stock (Debit) xxxxx.xx.

  • A/R Stock Sales (Credit) xxxxx.xx.

  • Posting Category: IN80.

  • Stock Inventory (Debit) xxxxx.xx.

  • Stock COGS (Credit) xxxxx.xx.

The system uses the class code and the document type to find the appropriate AAI.

Include in Tax 1

Enter a code that indicates whether the monetary value of this order line is subject to applicable taxes and which taxes to apply. Values are:

Y: The line is subject to applicable taxes.

N: The line is not subject to applicable taxes.

3–8: Yes, the line is subject to applicable taxes at the rate indicated by the group number (3–8). The system uses group numbers for value-added tax.

Sales Journal Col (sales journal column)

Enter a value to indicate which of the four columns on this line receives the sales value. Values are:

1: Column 1 receives the sales value (if any).

2: Column 2 receives the sales value (if any).

3: Column 3 receives the sales value (if any).

4: Column 4 receives the sales value (if any).

G/L Interface (general ledger interface)

Select to reflect the monetary amount or unit value of any activity that contains this order line type in the general ledger.

A/R Interface (accounts receivable interface)

Select to reflect the monetary amount or unit value of any activity that contains this order line type in JD Edwards EnterpriseOne Accounts Receivable.

A/P Interface (accounts payable interface)

Select to reflect the monetary amount or unit value of any activity that contains this order line type in JD Edwards EnterpriseOne Accounts Payable.

S/WM Interface (service and warranty management interface)

Select to enable the system to use this order line type in the JD Edwards EnterpriseOne Service Management (S/WM) system.

When you select this option, you set up additional JD Edwards EnterpriseOne S/WM attributes for the line type on the S/WM Line Type Constants Revisions form which can be accessed through the Form menu.

Text Line

Select to indicate that the information with this order line type contains only text information.

Reverse Sign

Select to reverse the sign of the quantity in the line. Use this code to enable easy entry of credit memos.

Apply Freight

Select to perform freight calculations during processing.

If you do not select this option, the system does not perform freight calculations during processing.

Apply Retainage

Select to include the item's values in the calculation of an accounts payable retainage. Use this option only if the interface between JD Edwards EnterpriseOne Procurement and JD Edwards EnterpriseOne Accounts Payable is active.

Generate Workorder

Select to generate an internal work order automatically for this order detail line.

Include in Cash Discount

Select to include the extended monetary amount of the transaction in the cash discount or payment terms discount calculation.

Include Sales/COGS for Gross Profit (include sales/cost of goods sold for gross profit)

Select to include sales and cost of goods sold in gross profit calculations.

Voucher Match Variance Account

Select to indicate that a variance that the system generates during voucher match should be booked to the account. Clear to book any variance to the expense account for the order detail line.

Note: The system uses this option with the Inv. Interface field set to A or B in JD Edwards EnterpriseOne Procurement only.
Edit Item Master for Non-Stock Item

Select to validate the sales order line item against the Item Master table. Use this with the nonstock inventory interface only.

Protect Price on Sales Order

A code that indicates the Unit Price, Extended Price, Foreign Unit Price, and Foreign Extended Price fields on a sales order detail line are protected against revisions after the order is entered.

Selecting this option ensures that the price cannot be changed after the initial entry of the sales order.

Generate Purchase Order

Select to generate a purchase order. Use this with the Inventory Interface field set to D and N.

Call Materials Issue

Select to activate the materials issue function when performing the receipts into stock function.

You use this option only for JD Edwards EnterpriseOne Procurement and when you are using JD Edwards EnterpriseOne Engineer to Order from Oracle.

Procurement Receipt Required

Select to require receipts for purchase orders lines. If you select this option, the purchase order line must be received before the voucher match process. If you clear this option, you can match purchase order lines without requiring a receipt.