Understanding System Setup

Before you use the JD Edwards EnterpriseOne Procurement system, you must define setup information. This information directs the system to accommodate the specific business needs. For example, you must define the purchasing cycle through which the system processes each order type that you use, such as requisitions, blanket orders, and purchase orders.

You set up this information for JD Edwards EnterpriseOne Procurement:

Type of Information	Setup Tasks
Order line types	Define codes that determine how the system processes a detail line on an order.
Order activity rules	Establish the sequence of steps in the purchasing cycle through which the system processes each order.
Constants	Define constants for these types of default information: Branch/plant constants control daily transactions within a branch/plant. Item availability constants define how the system calculates the quantity of items that are available at a branch/plant. System constants provide default information that applies throughout the system. Batch control constants determine whether an application requires management approval and batch control.
Next numbers	Define next numbers by using the next numbers facility to automatically assign the next available number to document types and address book numbers.
Automatic accounting instructions (AAIs)	Set up AAIs to determine the general ledger accounts for which the system creates journal entries for purchasing transactions.
User-defined codes (UDCs)	Set up UDCs that are used by the JD Edwards EnterpriseOne Procurement system to process orders.
Tolerance rules	Create tolerance rules to specify the number or percentage by which the quantity, unit cost, and extended amount can change on a detail line.
Order hold information	Set up information that the system uses to place orders on hold.
Landed costs	Set up landed costs to specify costs that exceed the purchase price of an item, such as delivery charges, broker fees, and so forth.
Nonstock items	Set up information for items that you do not account for as part of the inventory.
Print messages	Define print messages that consist of predefined text that can be attached to item records, Supplier Master records, purchase order headers, or purchase order detail lines.
Purchase order templates	Set up templates for use during purchase order entry. Templates contain items that you frequently order from a supplier.
Model logs	Create model logs for use during log creation. Model logs contain items that you frequently use in a log.

You set up this information in other systems, including JD Edwards EnterpriseOne Inventory Management and JD Edwards EnterpriseOne General Accounting:

Type of Information	Setup Tasks
Default location and printers	Define default information for a certain user or workstation terminal, including a branch/plant, an approval route, and a printer output queue.
Tax processing	Set up tax processing information for the system.
Item cross-references	Define item cross-reference numbers to link the internal item numbers to alternate item numbers, such as those maintained by the suppliers.