1. Integrating Sales with JD Edwards EnterpriseOne
  2. How Sales Orders and Sales Quote are Created in JD Edwards EnterpriseOne

How Sales Orders and Sales Quote are Created in JD Edwards EnterpriseOne

This process lets you create sales quote and sales order records in JD Edwards EnterpriseOne based on opportunities created in Oracle CX Sales.

After the customer record is created in Oracle CX Sales and synchronized with JD Edwards EnterpriseOne, you can access the JD Edwards Sales Order Entry program to enter sales quotes and sales orders.

This embedded Sales Order Entry program UI allows the user to take advantage of JD Edwards EnterpriseOne directly in Oracle CX Sales. All of the product, pricing, and configuration details associated with the sales quote and sales order are captured in JD Edwards EnterpriseOne. The process also maps revenue line items in opportunity records in Oracle CX Sales to quote line items in JD Edwards EnterpriseOne.

Note that the user will be able to access JD Edwards Enterprise One Quotes and Orders from both the Opportunity UI as well as the Account UI in Oracle CX Sales. This is accomplished by embedding portions of the JD EdwardsEnterprise One UI inside Oracle CX Sales. The Sales Order and Quote Creation process described in the following example is used when creating Quotes or Orders directly in the Oracle CX Sales Opportunity UI based on the Opportunity Revenue Lines.

Detailed Sales Order and Sales Quote Creation Process

The following figure details the sequence of sales order and sales quote creation.
A figure that illustrates the sales order and quote creation process.

When a sales representative clicks Create Quote or Create Order on an Opportunity page in Oracle CX Sales:

  1. The process returns the Account associated with the opportunity in Oracle CX Sales, and determines the synchronization status.

  2. If the Account is synchronized, then the process reads the remote contact identification from the XREF object. If the Account is not synchronized, then an error is returned.

  3. The quote/order creation process collects opportunity details such as revenue line items from the Opportunity Revenue object.

  4. The quote/order creation process synchronizes all the revenue lines using Product Groups imported from JD Edwards EnterpriseOne Items to the quote/order being created. If the integration is configured to map all revenue lines and if at least one does not map then an error is returned.

    Revenue mapping is controlled by the "enforceRevenueLineMapping" integration configuration parameter. For more information on configuring this parameter, refer to Connecting Oracle CX Sales to JD Edwards EnterpriseOne.

  5. The quote/order creation process calls the SalesOrderManager published business service which calls the processSalesOrderV5 method. The method returns the new quote/order number from JD Edwards EnterpriseOne.

  6. The quote/order creation status, which includes the quote/order number, is updated in the Opportunity. This status does not persist with the Opportunity.

    For additional information about quote and sales order configuration and processing in the JD Edwards EnterpriseOne, refer to the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide. You can access this guide on the SCM and MFG tab of the JD Edwards EnterpriseOne Applications Documentation Library, located at: http://docs.oracle.com/cd/E16582_01/index.htm.