Working with EDI Demand Information

This chapter discusses and provides an overview of the setup requirements for demand scheduling EDI information:

Create an EDI demand header record.
Revise EDI demand detail information.
Revise EDI demand scheduling detail information.
Run the EDI Inbound Demand Edit/Update report (R47171).
Set processing options for EDI Inbound Demand Edit/Update (R47171).
Purge EDI demand records.

Understanding EDI Information for Demand Scheduling Execution

Demand Scheduling Execution focuses on capturing the demand requirements that are sent by customers to suppliers, including cumulative quantities. You can determine which transactions and messages are sent to the supplier, and how to use them.

The EDI (47) tables store the relevant data items as interpreted by the third-party translator. You can manually revise this information using EDI Demand Header Maintenance (P47171) and then process the demand requirements using the EDI Inbound Demand Edit/Update (R47171), which stores the demand requirements in the Demand Scheduling (40R) database. After the EDI data has been imported into the Demand Scheduling tables, the system will not reflect any changes to the EDI tables in the Demand Scheduling tables unless you change the Successfully Process flag in the EDI Demand Header and EDI Demand Detail to a blank or N. Periodically, you can purge the processed EDI records using the EDI Demand Purge (R47190) program to reduce the size of the EDI tables.

When you run the EDI Inbound Demand Edit/Update program, the system cross-references the Requirement Type value and Requirement Frequency values with the Demand Type and Demand Period values via Demand Cross Reference (P40R21).

Note. When you delete EDI demand information from the programs, the system deletes all of the dependent data. For example, when you delete an EDI demand address, the system also deletes the dependent EDI demand contact name and demand contact number.

A supplier might receive the same type of information on several different transactions or messages, depending on the mix of customers with which they conduct business. Demand information can be received either by an 830, 850, 862, 866, DELJIT, DELFOR, or ORDERS document. The third-party translator then maps the data from the EDI transmission to EDI system 47 demand tables, based on the trading partner, EDI transaction, and the data received. The translator can interpret and processes this data consistently and map the information to the database, based on the defined translation rules.

Note. Occasionally, customers use the 850 (purchase order) document for planning and forecasting, or for spot buys. Other customers use it as a blanket purchase order. For the customers that use the 850 for planning and forecasting, the information flows through the demand tables as a planning requirement. For spot buys, the system processes the 850 as a firm type of requirement. If the 850 document is used as a blanket purchase order, the system maps it to the PO System/47 tables and processes it as a typical 850 document.

The system uses information from inbound transactions to populate these EDI demand tables with information translated by the third-party translator:

Table	Description
F47171 EDI Demand Header	Stores a set of EDI demand header records, such as Branch/Plant, Sold To, Ship To and Release Number values.
F47172 EDI Demand Detail	Stores line items from an EDI message.
F47173 EDI Demand Scheduling	Stores shipping and delivery dates, times, and quantities.
F471721 EDI Supplemental	Stores user-defined information specific to the implementation and customer.
F471731 EDI Packaging	Stores packaging information, such as weight and number of packages.
F471722 EDI Address	Stores address information.
F471723 EDI Contact Names	Stores contact information.
F471724 EDI Contact Numbers	Stores contact phone numbers.

Creating an EDI Demand Header Record

This section lists the prerequisites, and overview and discusses how to create a header record.

Prerequisite

Ensure that you have set up these user-defined codes (UDCs):

Transaction Type (00/TT)
Record Type (00/RD)
EDI Transaction Set Number (40/ST)

Forms Used to Create a Header Record

Form Name	FormID	Navigation	Usage
Work With EDI Demand Headers	W47171A	EDI Inbound menu (G40R11), Inbound EDI Maintenance	Locate EDI inbound header records.
EDI Demand Header Revisions	W47171B	On Work With EDI Demand Headers, click Add.	Create an EDI demand header record.

Creating a Header Record

Access the EDI Demand Header Revisions form.

EDI Demand Header 1

Select EDI Demand Header 1

Record Type	Enter the identifier that marks EDI transaction records as header and detail information. This is an EDI function only.
Document Number	Enter the document number that is assigned by the transmitter in an EDI transaction. In a non-EDI environment, the document order is consistent with the order number that is assigned at order entry time (DOCO).
EDI Document Type	Enter the document type that is assigned by the transmitter in an EDI transaction. In a non-EDI environment, the EDI document type is consistent with the order type (DCTO) that is assigned at order entry time, an invoice document type, a voucher document type, and so forth.
Batch Number	Displays number that the transmitter assigns to the batch. During batch processing, the system assigns a new batch number to the JD Edwards EnterpriseOne transactions for each control (user) batch number it finds.

EDI Demand Header 2

Select EDI Demand Header 2

Text Reference Number

Enter a number that is contained in an EDI message that associates the text with EDI message type 864.

Successfully Replaced by Ship To

Enter a code that indicates that the EDI file has replaced the value in the Demand By Ship To field. Values are:

Blank: Has not successfully replaced the value.

1: Successfully replaced the value.

EDI Demand Header 3

Select EDI Demand Header 3.

Translation Format	Enter the qualifier that identifies a specific mapping structure to process both inbound and outbound EDI transactions. This does not apply to non EDI transactions.
Number of Detail Lines	Enter the number of detail lines that are transmitted in an EDI transaction. This is the total number of lines on a per order basis, the number of lines included on an invoice, and so forth.

Revising EDI Demand Detail Information

This section provides an overview of demand detail information and discusses how to:

Enter item shipment information.
Revise last shipped and received values for a customer.
Revise cumulative information.
Revise destination information.
Revise miscellaneous information.
Revise category codes.
Revise EDI information.

Understanding EDI Demand Detail Information

After you enter demand header records manually or automatically into the system, you can review and change the EDI detail information as necessary before updating the 40R tables. EDI demand detail information focuses on the line items from an EDI message. Demand detail information includes the values for firm demand (sales orders) and planned demand (forecasts), including customer quantities, customer dates, and the customer purchase order number. Using this information, you can compare releases and perform net change and variance reporting and processing.

From the Work With EDI Demand Detail (W47172A) form, you can access these forms to revise data:

EDI Demand Detail Revisions (W47172B)
Work with EDI Demand Schedule (W47172C)
EDI Demand Address Revisions (W47172G)
EDI Demand Supplemental Data Revisions (W47172E)

You can also add attachments to demand detail records.

The system uses these tables for processing EDI demand detail information:

F47172
F47173
F471721
F471722
F471723
F471724
F471731

Forms Used to Revise EDI Demand Detail Information

Form Name	FormID	Navigation	Usage
Work With EDI Demand Headers	W47171A	EDI Inbound menu (G40R11), Inbound EDI Maintenance	Locate EDI demand header records.
Work With EDI Demand Detail	W47172A	On Work with EDI Demand Headers, locate a record and select Demand Detail from the Form.	Locate EDI demand detail records.
EDI Demand Detail Revisions	W47172B	On Work With EDI Demand Detail, select Detail Revisions from the Row menu.	Enter item shipment information, cumulative values, destination information, miscellaneous information, category codes, and EDI information.

Entering Item Shipment Information

Access the EDI Demand Detail Revisions form

Select Shipment

Item Revision

Enter a reference number that identifies the revision level of the customer's item.

In item cross-reference, when translating a customer or supplier external item number to the internal short item number, using only the customer's number is not always sufficient. In some instances, you must use the customer part number in conjunction with the item revision level. This combination enables the system to uniquely identify the customer's item.

Customer/Supplier Item Number

Displays the cross-reference item number that the system assigns to an item number. A cross-reference number allows you to use a supplier's item number if it is different from your own item number when you are processing an order or printing.

Dock

Enter the dock location from which an outbound shipment is assigned to depart or at which an inbound shipment is assigned to arrive.

Deliver To

Enter the address number of the person who receives the goods that were ordered. The delivered to address might differ from the ship to address when ordered goods are processed through a distribution center (which is the delivered to address) before reaching their final destination (the ship to address).

Revising Last Shipped and Received Values for a Customer

Access the EDI Demand Detail Revisions form

Customer Values

Select Customer Values

UoM (unit of measure)	Enter the unit of measure (for example, EA for each) that has been specified for the cumulative quantity (as indicated on the advanced ship notice) of an item that was shipped to the customer.
Date	Enter the date on which the cumulative quantity of an item (as indicated on the advanced ship notice) was shipped to the customer.

Revising Cumulative Information

Access the EDI Demand Detail Revisions form.

CUM 1

Select CUM 1

CUM Quantity Flag (cumulative quantity flag)

Enter a code that specifies whether the quantities are cumulative quantities or net quantities. Values are:

Blank: Net quantities.

1: Cumulative quantities.

Revising Destination Information

Access the EDI Demand Detail Revisions form.

Destination

Select Destination

Number	Enter a number that identifies an assembly. The system uses this number for production sequencing.
Line Feed and Reserve Line Feed	Enter a value that is received from the customer's EDI set/message. This value identifies an actual receiving location on an automotive assembly line for delivery of the product.

Revising Miscellaneous Information

Access the EDI Demand Detail Revisions form.

Miscellaneous

Select Miscellaneous

Hazardous Goods	A code that the customer creates for identifying the type of hazardous goods.
Part Release Status Code	Enter a code from the EDI transaction set/message that indicates to the supplier that the customer is sending a final release on the part.
Ultimate Customer's Article Number	Enter a number that the customer assigns to an article.

Revising Category Codes

Access the EDI Demand Detail Revisions form.

Category Codes

Select Category

Category Code 01	Enter a three character category code (40R/01) that is reserved for customer use.
Reference 1	Enter a number that identifies a demand entity.

Revising EDI Information

Access the EDI Demand Detail Revisions form.

EDI

Select EDI

Translation Format	Enter the qualifier that identifies a specific mapping structure to process both inbound and outbound EDI transactions. This does not apply to non EDI transactions.
Number of Detail Lines	Enter the number of detail lines that are transmitted in an EDI transaction. This is the total number of lines on a per order basis, number of lines included on an invoice, and so forth.
Batch Number	Enter the number that the transmitter assigns to the batch. During batch processing, the system assigns a new batch number to the JD Edwards EnterpriseOne transactions for each control (user) batch number it finds.

Revising EDI Demand Scheduling Detail Information

This section contains an overview and discusses how to:

Revise demand scheduling detail information.
Revise supplemental data information.
Revise packaging information.
Revise addresses for EDI demand records.
Revise contact information for EDI demand records.
Revise packaging information.

Understanding EDI Demand Scheduling Detail Information

EDI demand scheduling detail information focuses on shipping and delivery dates, times, and quantities. You can revise packaging information, supplemental data information, and address contact information. From the Work With EDI Demand Schedule form (W47172C), you can access these forms to revise EDI demand information:

EDI Demand Schedule Revisions (W47172D)
EDI Demand Packaging Revisions (W47172J)
EDI Demand Address Revisions (W47172G)
EDI Demand Supplemental Data Revisions (W47172E)

The system uses these tables for processing EDI demand scheduling detail information:

F47171
F47172
F471721
F471722
F471723
F471724
F471731

Forms Used to Revise EDI Demand Scheduling Detail Information

Form Name	FormID	Navigation	Usage
Work With EDI Demand Headers	W47171A	EDI Inbound menu (G40R11), Inbound EDI Maintenance	Locate EDI inbound header records.
Work With EDI Demand Detail	W47171B	On Work With EDI Demand Headers, locate the record and select Demand Detail from the Row menu.	Locate EDI demand detail records.
Work With EDI Demand Schedule	W47172C	On Work with EDI Demand Detail, select Demand Schedule from the Row menu.	Locate EDI demand schedule records.
EDI Demand Schedule Revisions	W47172D	On Work With EDI Demand Schedule, locate a record and click Select.	Revise EDI demand scheduling detail, shipping, category codes, and EDI information.
EDI Demand Supplemental Data Revisions	W47172E	On Work With EDI Demand Schedule, select Supplemental from the Row menu.	Revise supplemental data information for EDI Demand Scheduling.
EDI Demand Packaging Revisions	W47172J	On Work With EDI Demand Headers, locate the record and select Demand Detail from the Row menu. On Work With EDI Demand Detail, select Demand Schedule from the Row menu. On Work With EDI Demand Schedule, locate a record and select Packaging Revision from the Row menu.	Revise packaging information for EDI demand scheduling.
EDI Demand Address Revisions	W47172G	On Work With EDI Demand Headers, locate the record and select Demand Detail from the Row menu. On Work With EDI Demand Detail, locate a record and select Addresses Revision from the Row menu.	Revise addresses for EDI demand records.
EDI Demand Contact Names Revisions	W47172H	On Work With EDI Demand Headers, locate the record and select Demand Detail from the Row menu. On Work With EDI Demand Detail, locate a record and select Addresses Revision from the Row menu. On EDI Demand Addresses Revisions, select Contact Names from the Row menu.	Revise contact information for EDI demand records.
EDI Demand Contact Numbers Revisions	W47172I	On EDI Contact Names Revisions, select Contact Numbers from the Row menu.	Revise contact number information.

Revising Demand Scheduling Detail Information

Access the EDI Demand Schedule Revisions form.

Demand Information

Select Demand

Frequency	Enter a code from the EDI transaction set/message that indicates the frequency of demand.
Pattern	Enter a user-defined value (within an EDI message) that determines the shipment pattern of the demand. For example, you might enter 13 to indicate ship on Monday.

Shipping Information

Select Shipping

Ended Requested Ship Date

Enter the end date in a range of shipment dates that the customer specifies. For example, the customer might request the supplier to ship 500 pieces between the first day and last day of the month.

Category Code Information

Select Category

Category 06 thru Category 10

Enter a three-character category code (UDC 40R/06) that is reserved for customer use.

EDI Information

Select EDI

Translation Format	Enter the qualifier used to identify a specific mapping structure used to process both inbound and outbound EDI transactions. This does not apply to non-EDI transactions.
EDI — Transmission Date	Specify the date that an EDI transaction was either transmitted or received.

Revising Supplemental Data Information

Access the EDI Demand Supplemental Data Revisions form.

S P (successfully processed)

Select this option to indicate whether a record has been successfully processed. Depending on the program, the system updates the EDSP field in a table. Values are:

Blank: Has not been processed.

1: Has been successfully processed.

Revising Packaging Information

Access the EDI Demand Packaging Revisions form.

Standard Pack	Enter a number that indicates the standard quantity within a container.
Type of Packages ID	Enter a code that identifies the type of packaging to use when you ship an item.

Revising Addresses for EDI Demand Records

Access the EDI Demand Addresses Revisions form.

Party Type	Enter a code that identifies the type of party in an EDI message. This code is typically the first element of the N1 segment of an X12 transaction set.
ID Type (identification type)	Enter a user-defined code (40R/ID) that indicates the type of identification number.
Party ID (party identification)	Enter a code that identifies the party in an EDI message. This code is typically the fourth element of the N1 segment of an X12 transaction set.

Revising Contact Names for EDI Demand Records

Access the EDI Demand Contact Names Revisions form.

Contact Type	Enter a UDC (40R/CT) that identifies the type or purpose of a contact. For example, you can set up codes to identify a contact as an expediter or as an information contact.
Translation Format	Enter the qualifier that identifies a specific mapping structure to process both inbound and outbound EDI transactions. This does not apply to non EDI transactions.

Revising Contact Number Information

Access the EDI Demand Contact Numbers Revisions form.

Contact Number	Enter an alphanumeric code that is associated with a contact. Examples are a telephone number or an email address.
Phone Type	Enter a UDC (40R/PT) that identifies the type of contact number. For example, you can set up a code to represent a telephone contact.

Running the EDI Inbound Demand Edit/Update Report (R47171)

From the EDI Inbound menu (G40R11), select Inbound Demand UBE.

You run the EDI Inbound Demand Edit/Update batch program to update the demand and cumulative tables with EDI information. This process is useful for comparing a supplier and customer's cumulative quantities. Updating the cumulative and demand tables consists of these steps:

Validating this information in the F47171 table:
- Branch/Plant
- Sold To
- Ship To
Validating this information in the F47172 and F47173 tables:
- Item
- Demand Header
- Demand Processing Cross Reference
Launching a workflow process that executes multiple customer specific business processes.
Updating the CUM and demand tables with the values from the EDI (47) tables.

You can also run this program from the Inbound Flat File Conversion program (R47002C) after loading EDI demand data into the EDI database tables.

Setting Processing Options for EDI Inbound Edit/Update Report (R47171)

Processing options enable you to specify the default processing for programs and reports.

Defaults

1. CUM Adjustment Code

Specify the CUM Adjustment Code (40R/CA) that will appear on CUM records (F40R21) that are either created or updated during the Inbound Edit/Update (R47171) process. Values are:

AP: Automated process
CI: Customer initiated.
CR: CUM rollback.
SA: Shipping adjustment.

Versions

1. Demand Maintenance Version (P40R10)	Specify the version of Demand Maintenance (P40R10) to use. During the Inbound Edit/Update process (R47171), certain values will be retrieved from the processing options of Demand Maintenance. If left blank, version ZJDE0001 will be used.
2. CUM Reconciliation Report Version (R40R1010)	Specify the version of CUM Reconciliation (R40R1010) to use. If left blank, the report will not run.
3. Preference Profile (R40400)	Specify the version of Preference Profile (R40400) to use. This is used to determine how to convert Promised Delivery Date to Requested Ship Date. If left blank, version ZJDE0001 will be used.

Process

1. Default Workflow Process Name	Specify the Workflow Process Name to execute during the Inbound Edit/Update process (R47171) if a Process Name is not found in Demand Workflow (P40R22).
2. Auto Create Demand Header	Specify whether the system automatically creates a Demand Header (F40R10) record during the Inbound Edit/Update (R47171) process. Values are: Blank: Do not automatically create records if they do not exist. Instead, send a message to the work center. 1: Automatically create records if they don't already exist.
3. Update Category Code 1 in Demand Header	Specify whether the Category Code will be updated with the value from the EDI Demand Detail record (F47172). Values are: Blank: Do not update the Category Code. 1: Update the Category Code.
4. Update Category Code 2 in Demand Header	Specify whether the Category Code will be updated with the value from the EDI Demand Detail record (F47172). Values are: Blank: Do not update the Category Code. 1: Update the Category Code.
5. Update Category Code 3 in Demand Header	Specify whether the Category Code will be updated with the value from the EDI Demand Detail record (F47172). Values are: Blank: Do not update the Category Code. 1: Update the Category Code.
6. Update Category Code 4 in Demand Header	Specify whether the Category Code will be updated with the value from the EDI Demand Detail record (F47172). Values are: Blank: Do not update the Category Code. 1: Update the Category Code.
7. Update Category Code 5 in Demand Header	Specify whether the Category Code will be updated with the value from the EDI Demand Detail record (F47172). Values are: Blank: Do not update the Category Code. 1: Update the Category Code.
8. Update Category Code 6 in Demand Header	Specify whether the Category Code will be updated with the value from the EDI Demand Detail record (F47172). Values are: Blank: Do not update the Category Code. 1: Update the Category Code.
9. Update Category Code 7 in Demand Header	Specify whether the Category Code will be updated with the value from the EDI Demand Detail record (F47172). Values are: Blank: Do not update the Category Code. 1: Update the Category Code.
10. Update Category Code 8 in Demand Header	Specify whether the Category Code will be updated with the value from the EDI Demand Detail record (F47172). Values are: Blank: Do not update the Category Code. 1: Update the Category Code.
11. Update Category Code 9 in Demand Header	Specify whether the Category Code will be updated with the value from the EDI Demand Detail record (F47172). Values are: Blank: Do not update the Category Code. 1: Update the Category Code.
12. Update Category Code 10 in Demand Header	Specify whether the Category Code will be updated with the value from the EDI Demand Detail record (F47172). Values are: Blank: Do not update the Category Code. 1: Update the Category Code.

Purging EDI Demand Records

From the Demand Advanced and Technical Ops menu (G40R31), select EDI Demand Purge.

You can purge the processed EDI records to reduce the size of the EDI tables. The EDI Demand Purge program (R47190) determines which EDI header records have been successfully processed and deletes all the header record and its child records.

Item Revision	Enter a reference number that identifies the revision level of the customer's item. In item cross-reference, when translating a customer or supplier external item number to the internal short item number, using only the customer's number is not always sufficient. In some instances, you must use the customer part number in conjunction with the item revision level. This combination enables the system to uniquely identify the customer's item.
Customer/Supplier Item Number	Displays the cross-reference item number that the system assigns to an item number. A cross-reference number allows you to use a supplier's item number if it is different from your own item number when you are processing an order or printing.
Dock	Enter the dock location from which an outbound shipment is assigned to depart or at which an inbound shipment is assigned to arrive.
Deliver To	Enter the address number of the person who receives the goods that were ordered. The delivered to address might differ from the ship to address when ordered goods are processed through a distribution center (which is the delivered to address) before reaching their final destination (the ship to address).