JD Edwards EnterpriseOne Applications Sales Order ...

[1J] D Edwards EnterpriseOne Applications

Sales Order Management Implementation Guide Release 9.1.x

E15146-21

November 2016

JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide, Release 9.1.x

E15146-21

Copyright ? 2015, 2016, Oracle and/or its affiliates. All rights reserved.

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Contents

Preface ............................................................................................................................................................. xxix

Audience................................................................................................................................................... xxix JD Edwards EnterpriseOne Products ................................................................................................... xxix JD Edwards EnterpriseOne Application Fundamentals ................................................................... xxix Documentation Accessibility ................................................................................................................. xxx Related Documents ................................................................................................................................. xxx Conventions and Screen Images ........................................................................................................... xxx

1 Introduction to JD Edwards EnterpriseOne Sales Order Management

1.1 1.2 1.3 1.3.1 1.3.2 1.3.3 1.3.4 1.3.5 1.3.6 1.3.7 1.4 1.4.1 1.4.2 1.5

JD Edwards EnterpriseOne Sales Order Management Overview ....................................... 1-1 JD Edwards EnterpriseOne Sales Order Management Business Processes ....................... 1-2 JD Edwards EnterpriseOne Sales Order Management Integrations ................................... 1-3

JD Edwards EnterpriseOne Accounts Receivable........................................................... 1-4 JD Edwards EnterpriseOne Address Book ...................................................................... 1-4 JD Edwards EnterpriseOne Bulk Stock Inventory.......................................................... 1-4 JD Edwards EnterpriseOne General Accounting............................................................ 1-4 JD Edwards EnterpriseOne Inventory Management ..................................................... 1-4 JD Edwards EnterpriseOne Procurement ........................................................................ 1-4 JD Edwards EnterpriseOne Transportation Management ............................................ 1-4 JD Edwards EnterpriseOne Sales Order Management Implementation ............................ 1-5 Global Implementation Steps............................................................................................. 1-5 Sales Order Management Implementation Steps............................................................ 1-6 Business Interface Integration Objects ..................................................................................... 1-8

2 Configuring the Sales Order Management System

2.1 2.2 2.2.1 2.2.2 2.2.3 2.2.4 2.2.5 2.2.6 2.2.7 2.2.8

Understanding System Configuration for Sales Order Management................................. 2-1 Setting Up UDCs ......................................................................................................................... 2-2

Auto TP Rollback Level - (00/AT) .................................................................................... 2-2 Status Codes for Prepayments (00/SP) ............................................................................ 2-2 Payment Instruments (00/PY) ........................................................................................... 2-3 Prepayment Special Handling Codes for 00/PY ............................................................ 2-3 Blanket/Quote Order Types (40/BT) ............................................................................... 2-3 On Hand Quantity Relief (40/IU) ..................................................................................... 2-3 Order Templates (40/OT)................................................................................................... 2-4 Cross Reference Type Code (41/DT) ................................................................................ 2-4

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2.2.9

Hold Codes (42/HC)........................................................................................................... 2-4

2.3 Setting Up Constants .................................................................................................................. 2-4

2.3.1

Understanding Constants for Sales Order Management............................................... 2-4

2.3.1.1

Item Availability ........................................................................................................... 2-4

2.3.1.2

System Constants.......................................................................................................... 2-5

2.3.1.3

Batch Control Constants .............................................................................................. 2-5

2.3.1.4

Location Control ........................................................................................................... 2-5

2.3.1.5

Location Format............................................................................................................ 2-5

2.3.1.6

Locations in Branch/Plants......................................................................................... 2-6

2.3.2

Understanding System Setup for Taxed Prices ............................................................... 2-6

2.3.3

Prerequisites ......................................................................................................................... 2-6

2.3.4

Forms Used to Set Up Constants ....................................................................................... 2-7

2.3.5

Setting Up Branch/Plant Constants.................................................................................. 2-8

2.3.6

Setting Up Item Availability ........................................................................................... 2-13

2.3.7

Setting Up System Constants .......................................................................................... 2-14

2.3.8

Setting Up Batch Control Constants .............................................................................. 2-17

2.3.9

Setting Up Location Formats........................................................................................... 2-19

2.3.9.1

Location Format Specification ................................................................................. 2-19

2.3.9.2

Warehouse Control ................................................................................................... 2-20

2.3.10

Setting Up Locations in Branch/Plants ......................................................................... 2-20

2.4 Setting Up AAIs for Sales Order Management ................................................................... 2-22

2.4.1

Understanding AAIs for Sales Order Management .................................................... 2-22

2.4.1.1

Search Sequence for AAIs ........................................................................................ 2-22

2.4.1.2

AAIs for Sales Order Management......................................................................... 2-23

2.4.2

Forms Used to Set Up AAIs for Sales Order Management ........................................ 2-25

2.4.3

Setting Up AAIs for Sales Order Management ............................................................ 2-25

2.5 Setting Up Order Line Types ................................................................................................. 2-26

2.5.1

Understanding Order Line Types .................................................................................. 2-26

2.5.1.1

Adding a Message Using a Text Line Type ........................................................... 2-27

2.5.1.2

Assigning a Line Type for Nonstock Items ........................................................... 2-27

2.5.2

Forms Used to Set Up Order Line Types ...................................................................... 2-27

2.5.3

Setting Up Order Line Types .......................................................................................... 2-28

2.6 Setting Up Order Activity Rules............................................................................................ 2-30

2.6.1

Understanding Order Activity Rules............................................................................. 2-30

2.6.2

Prerequisites ...................................................................................................................... 2-31

2.6.3

Forms Used to Set Up Order Activity Rules................................................................. 2-31

2.6.4

Setting Up Order Activity Rules..................................................................................... 2-31

2.7 Setting Up Sales Order Automation (RTE) Filtering .......................................................... 2-33

2.7.1

Understanding Real-Time Events .................................................................................. 2-33

2.7.2

Understanding Real-Time Event Filtering ................................................................... 2-33

2.7.3

Forms Used to Set Up Real-Time Event Filtering ........................................................ 2-34

2.7.4

Reviewing and Activating RTE Filters .......................................................................... 2-34

2.7.5

Setting Up RTE Filter Details .......................................................................................... 2-35

2.8 Setting Up Revenue Recognition for Sales Order Invoices................................................ 2-35

3 Setting Up Order Processing Information

3.1 Understanding Order Processing Information....................................................................... 3-1

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3.2 Understanding Record Reservations ....................................................................................... 3-2

3.3 Setting Up Commission Information ....................................................................................... 3-3

3.3.1

Understanding Commission Information........................................................................ 3-3

3.3.2

Understanding Commission Assignments ...................................................................... 3-4

3.3.3

Understanding Commission Constants ........................................................................... 3-4

3.3.4

Prerequisites ......................................................................................................................... 3-5

3.3.5

Forms Used to Set Up Commission Information ............................................................ 3-6

3.3.6

Setting Up Commission Constants ................................................................................... 3-6

3.3.7

Setting Up Sales Groups ..................................................................................................... 3-8

3.4 Setting Up Branch Sales Markups ............................................................................................ 3-9

3.4.1

Understanding Branch Sales Markups ............................................................................. 3-9

3.4.2

Forms Used to Set Up Branch Sales Markups ................................................................. 3-9

3.4.3

Setting Up Branch Sales Markups ..................................................................................... 3-9

3.5 Defining Flexible Account Numbers..................................................................................... 3-10

3.5.1

Understanding Flexible Account Numbers .................................................................. 3-10

3.5.1.1

Example: Flexible Account Number....................................................................... 3-12

3.5.1.2

Base Sales Order Management AAIs...................................................................... 3-12

3.5.1.3

Advanced Pricing AAIs............................................................................................ 3-13

3.5.1.4

Locating Account Information from the AAI........................................................ 3-13

3.5.2

Prerequisites ...................................................................................................................... 3-14

3.5.3

Forms Used to Define Flexible Account Numbers ...................................................... 3-14

3.5.4

Defining Flexible Account Numbers ............................................................................. 3-14

3.6 Creating Order Templates ...................................................................................................... 3-17

3.6.1

Understanding Order Templates ................................................................................... 3-17

3.6.1.1

Standard Templates .................................................................................................. 3-17

3.6.1.2

Maintaining Templates ............................................................................................. 3-18

3.6.2

Prerequisites ...................................................................................................................... 3-18

3.6.3

Forms Used to Create Order Templates........................................................................ 3-18

3.6.4

Setting Processing Options for the Customer Template Revisions Program (P4015) ....... 3-18

3.6.4.1

Display ........................................................................................................................ 3-18

3.6.4.2

Versions....................................................................................................................... 3-19

3.6.5

Creating a Standard Template ........................................................................................ 3-19

3.6.6

Setting Processing Options for the Customer History Template Rebuild Program (R42815) 3-20

3.6.6.1

Process 1...................................................................................................................... 3-20

3.6.6.2

Process 2...................................................................................................................... 3-20

3.6.7

Creating a System-Generated Template........................................................................ 3-21

3.7 Setting Up Order Hold Information...................................................................................... 3-21

3.7.1

Understanding Order Hold Information ...................................................................... 3-21

3.7.1.1

Order Hold Codes ..................................................................................................... 3-21

3.7.1.2

Order Hold Codes for Minimum and Maximum Order Amounts.................... 3-22

3.7.1.3

Order Hold Codes for Credit Checking ................................................................. 3-22

3.7.1.4

Order Hold Codes for Inactive Customers............................................................ 3-22

3.7.1.5

Order Hold Codes for Margin Checking ............................................................... 3-23

3.7.1.6

Order Hold Codes for Partial Order Holds ........................................................... 3-23

3.7.1.7

Order Hold Codes for Prepayments....................................................................... 3-24

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