Using Real-Time Summarization in the Sales Order Entry Program (P42101)

Access the Sales Order Detail Summary form.

In selected JD Edwards EnterpriseOne programs, you can use real-time summarization to quickly review aggregated totals, instead of scrolling to the end of the grid to review the totals.

On the Manage Existing Order form, search for records to populate the grid and then click the Grid Aggregate icon on the Quantity Ordered, Quantity Shipped, Quantity Backordered, or Quantity Canceled fields in the QBE line to view the aggregated totals. When you click the Grid Aggregate icon, the system displays the Sales Order Detail Summary form from the Sales Order Detail Summary program (P4211SW). On the Sales Order Detail Summary form, the values are aggregated and totaled by sold to customer, item number, business unit, and unit of measure.

After you view the aggregated totals on the Sales Order Detail Summary form, you click Cancel to return to the Manage Existing Order form, or you can select a record to view the detailed transactions on the Manage Existing Order form. If you select a record on the Sales Order Detail Summary form, the system populates the header fields and QBE fields of the Manage Existing Order form to display the detail records associated with that aggregated total. You can delete or change the values in these fields if you want to search for additional records.