Getting Started with JD Edwards EnterpriseOne Agreement Management

This chapter discusses:

JD Edwards EnterpriseOne Agreement Management overview
JD Edwards EnterpriseOne Agreement Management integrations
JD Edwards EnterpriseOne Agreement Management implementation

JD Edwards EnterpriseOne Agreement Management Overview

Agreements are established between partners to move inventory between the partners' locations or to the partners' customers. You enter into agreements with business partners to save money and time, provide better service to your customers, and save on capital expenses. The JD Edwards EnterpriseOne Agreement Management system complements and enhances your day-to-day contract negotiations by providing a comprehensive documenting and monitoring system.

The purpose of the JD Edwards EnterpriseOne Agreement Management system is to record all transactions, monitor volume or amount balances, and determine whether you and your business partners are in compliance with the contract terms. With Agreement Management, you can establish agreements easily, enter orders against them immediately, and maintain volume or amount monitoring.

JD Edwards EnterpriseOne Agreement Management Integrations

Agreement Management integrates with these JD Edwards EnterpriseOne systems:

Advanced Pricing.
Sales Order Management.
Procurement.
Bulk Stock Management.

The JD Edwards EnterpriseOne Agreement Management system works with other JD Edwards EnterpriseOne systems to ensure that all information is fully integrated into manufacturing processes. The JD Edwards EnterpriseOne Agreement Management system enables you to create and monitor the status of many types of distribution agreements. This system integrates with other systems to enable you to:

Enter transactions to move inventory to fulfill contracts.
Create unique pricing structures for transactions that are used to fulfill the terms of contracts.
Create penalty schedules to apply if your business partner does not meet the terms of the contract.

This table illustrates how Agreement Management integrates with other systems:

Function	System
Create contracts and define terms.	JD Edwards Agreement Management (system 38)
Set up and apply pricing and penalty schedules for one or more partners and contracts.	JD Edwards Advanced Price and Adjustments (system 42)
Ship product to your partner.	JD Edwards Sales Order Management (system 42)
Receive product from your partner.	JD Edwards Procurement (system 43)
Exchange product.	Oracle's JD Edwards Bulk Stock Management (system 41)
Monitor status, print statements, and adjust balances.	JD Edwards Agreement Management (system 38)

We discuss integration considerations in the implementation chapters in this implementation guide,

JD Edwards EnterpriseOne Agreement Management Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne Agreement Management system.

In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface in the JD Edwards EnterpriseOne Inventory Management 9.0 Implementation Guide, with information about where to find the most current version of each.

See JD Edwards EnterpriseOne Inventory Management Preface.

Global Implementation Steps

This table lists the suggested global implementation steps for JD Edwards EnterpriseOne Agreement Management:

Step	Reference
1. Set up global user-defined codes.	See JD Edwards EnterpriseOne Tools 8.98 System Administration Guide, “Working with User Defined Codes”
2. Set up companies, fiscal date patterns, and business units.	See Setting Up Organizations.
3. Set up next numbers.	See Setting Up Next Numbers.
4. Set up accounts and the chart of accounts.	See Creating the Chart of Accounts.
5. Set up the General Accounting constants.	See Setting Up the General Accounting System.
6. Set up multicurrency processing, including currency codes and exchange rates.	Setting Up General Accounting for Multicurrency Processing Setting Up Exchange Rates
7. Set up ledger type rules.	See Setting Up Ledger Type Rules for General Accounting.
8. Enter address book records.	See Entering Address Book Records.
9. Set up inventory information such as branch/plant constants, default locations and printers, manufacturing and distribution AAIs, and document types.	See Setting Up the Inventory Management System.

Implementation Steps for the Agreement Management

This table lists the implementation steps for the JD Edwards EnterpriseOne Agreement Management system.

Step	Reference
1. Set up integration with other systems,	See Setting Up Agreement Management.
2. Set up agreement selection or assignment, confirm shipments, and confirm loads for agreements.	See Setting Up Agreement Management.
3. Set up user-defined codes and AAIs.	See Setting Up Agreement Management.