Understanding Sales Order Entry for Customer Service Representatives
Customer Service Representatives (CSR) typically must enter a high volume of sales orders quickly and efficiently. As an alternative to the standard order entry selections on the Sales Order Management menu (G4211), you can use additional menu selections for creating or updating several types of orders. These menu selections enable you to run the Sales Order Entry program (P42101) to enter or update orders with more flexibility and ease.
The fields and buttons are arranged to help expedite order entry and modification. You can click links and select options on the drop-down menus to quickly locate additional types of information that relate to sales orders, such as:
Order holds
Free goods
Item availability
Order summary
The two Sales Order Entry programs (P4210 and P42101) work to process sales order information. Both programs update the same tables in the system. You must create a version of the P4210 program that specifies how the system processes sales orders. You then enter this version of the P4210 program in the processing options of the P42101 program. When you create and modify sales orders using P42101, the system uses the information in the processing options of P42101, along with the information in the specified version of P4210, to process the sales order.
The following tasks, which are not documented in this chapter, can be completed using the P42101 program:
Entering and releasing quote orders.
Canceling order lines.
Checking availability for order lines.
Placing a hold on an order line.
Reviewing order summary details.
Creating direct ship orders.
Using pricing hierarchies.
Processing commission information.
Working with customer buying segments.
Calculating profit margins on an order.
Adding media objects to an order.
Interacting with the JD Edwards EnterpriseOne Advanced Pricing system, the JD Edwards EnterpriseOne Transportation Management system, and the JD Edwards EnterpriseOne Warehouse Management system.
Processing customer set information.
Assigning agreements to an order.
Changing the price or cost of a detail line to zero.
Overriding the address that is associated with the sold to or ship to customer number.
Entering orders for matrix items.
If you create sales orders from the Daily Sales Force Automation Processing menu (G90CA01), you can use the menu selections for creating or updating orders on the Sales Order Management menu (G4211) to maintain and process those sales orders.