1. Sales Order Management Implementation Guide
  2. Understanding Preferences

Understanding Preferences

You set up preferences to override default information for specific sales order detail lines based on specific customer and item combinations. Typically, you use preferences when you have consistent business requirements that differ from the default values for the JD Edwards EnterpriseOne Sales Order Management system. For example, you can create preferences to fulfill these requirements:

  • Customer-specific requirements.

  • Item-specific requirements.

  • Item-quantity requirements, specific by order.

  • Policy-specific requirements, set by the company.

Before you use preferences, you must perform some setup tasks to customize preferences for the specific business requirements. As a business grows and changes, you can perform the same setup tasks to further customize preferences.

The setup and use of each preference requires careful planning. For example, consider the business purpose for using preferences with the efficient use of the system's processing time.

Note: Do not use preferences for occasional variances. In those instances, manually enter exception information in the applicable fields of the customer or item information.