Before You Begin

This 15-minute OBE (Oracle by Example) shows you how to set up the Order Preparation Days and Delivery Date preferences so that these options work in conjunction with the Workday Calendar.

In this OBE, you will:

1. Set up the Workday Calendar.
2. Set up processing options for preferences in Sales Order Entry (P4210).
3. Enter Sales Order.

Background

JD Edwards EnterpriseOne enables you to configure Order Preparation Days and Delivery Date preferences based on the Workday Calendar at the time of Sales Order Entry. With this enhancement, the system considers excluded days from the Workday Calendar to determine the Scheduled Pick Date, Scheduled Ship Date and Promised Delivery Date.

Scenario

In this OBE, consider a scenario in which you must calculate the Scheduled Pick Date, Scheduled Ship Date, and Promised Delivery Date when Order Preparation Days and Delivery Date preferences are set to comply with the Workday Calendar at the time of sales order entry.

Prerequisites

To perform the steps in this OBE, you must:

• Add the Work With Workday Calendar program (P00071) and Sales Order Detail program in Favorites menu.
• Set up the Order Preparation Days and Delivery Date preferences for the required Customer Number and Item Number combination in the Preference Master Program (P40070). 
  • Customer Number = 4242
  • Item Number = 210
  • Order Preparation Days = 4
  • Delivery Date = 6

Set Up the Workday Calendar

In this section, you will set up the Workday Calendar.

1. Open a web browser and sign in to EnterpriseOne.
2. Navigate to Work With Workday Calendar program (P00071) from the Favorites menu.
3. On the Work With Workday Calendar form, complete the following fields and click Add.
   • Branch/Plant =30
   • Calendar Type =blank
   • Calendar Month =1
   • Calendar Year =24
   • Shift Code =blank

   

4. Click OK to add Branch/Plant calendar as the Workday Calendar.

   

5. Click the Search icon adjacent to the UDC codes and view the description for each code.

   

6. On the Work With Workday Calendar form, search for the record that was configured to the Branch/Plant calendar. Select the record and click OK.

   

Set Up Processing Options for Preferences in Sales Order Entry (P4210)

In this section, you will set up the processing options for preferences in Sales Order Entry.

1. Navigate to Work With Interactive Versions (IV).
2. Enter P4210 in the Interactive Application field and click Search.

   

3. Search for the version PREF and select it.

   

4. Select Processing Options from the Row exit.

   

5. Select 10-Preference from the drop-down list.

   

6. In the processing options, complete the following fields:
   • Preference Profile Processing = 1
   • Inventory Commitment Preference = blank
   • Override Schedule For Advanced Preferences = ORD SCH
   • Use Workday Calendar in Date Calculation = 1

     Note = For example, if the requested date is Friday, 01/05/2024, and the Use Workday Calendar in Date Calculation field is left blank, then the system includes the non-working days while determining the Promised Ship Date and the Promised Delivery Date. In this case, the system calculates the Promised Ship Date as Tuesday, 01/09/2024 and the Promised Delivery Date as Monday, 01/15/2024.

     In this OBE, the Workday Calendar is configured for the date calculation. Therefore, the system excludes the non-working days while determining the Promised Ship Date and the Promised Delivery Date. In this example, the requested date is 01/05/2024, the system calculates the Promised Ship Date as Thursday, 01/11/2024 and the Promised Delivery Date as Friday, 01/19/2024 after excluding the non-working days.

   • Workday Calendar Type = blank

   

7. Click the Search icon in Workday Calendar Type field to access the Select User Define Code form.

   

8. On the Select User Define Code form, select the UDC code BLANK.

   

9. Click OK to save your changes.

   Note = Before you enter the sales order in P42101, enter the P4210 PREF version in the processing option for P42101.

Enter Sales Order

In this section, you will enter a sales order.

1. Navigate to Create Sales Order - Detail First - Enter New Order program (P42101) from the Favorites menu.
2. On the Create Sales Order - Detail First - Enter New Order form, complete the following fields:
   • Sold To = 4242
   • Ship To = 4242
   • Branch/Plant = 30
   • Quantity Ordered = 1
   • Item number = 210

   

3. Click the next line and the system automatically populates the Requested Date, Scheduled Pick Date, Promised Ship Date and Promised Delivery Date fields.
   • Requested Date = The Requested Date is the same as the Order Date. The same is copied to the Scheduled Pick Date field.
   • Promised Ship Date = The Promised Ship Date is calculated based on preference defined for the Order Preparation Days. It is computed in conjunction with the Workday Calendar setup. The working days are included, and the non-working days are excluded in the calculation.
   • Promised Delivery Date = The Promised Delivery Date is calculated based on preference defined for the Delivery Date. It is computed in conjunction with the Workday Calendar setup. The working days are included, and the non-working days are excluded in the calculation.

   

   Note = If you override the Requested Date, the updated value is copied to the Promised Delivery Date field. The system populates Promised Ship Date field by deducting the Delivery Date preference from Promised Delivery Date. The system populates Scheduled Pick Date field by deducting the Order Preparation Days preference from Promised Ship Date.

4. Click OK to save the changes.

Want to Learn More?

• JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide