JD Edwards EnterpriseOne Sales Order Management Preface

JD Edwards EnterpriseOne Products

JD Edwards EnterpriseOne Application Fundamentals

About This Documentation

Common Fields Used in this Implementation Guide

Getting Started with JD Edwards EnterpriseOne Sales Order Management

JD Edwards EnterpriseOne Sales Order Management Overview

JD Edwards EnterpriseOne Sales Order Management Business Processes

JD Edwards EnterpriseOne Sales Order Management Integrations

JD Edwards EnterpriseOne Sales Order Management Implementation

Configuring the Sales Order Management System

Understanding System Configuration for Sales Order Management

Setting Up UDCs

Setting Up Constants

Setting Up AAIs for Sales Order Management

Setting Up Order Line Types

Setting Up Order Activity Rules

Setting Up Order Processing Information

Understanding Order Processing Information

Understanding Record Reservations

Setting Up Commission Information

Setting Up Branch Sales Markups

Defining Flexible Account Numbers

Creating Order Templates

Setting Up Order Hold Information

Setting Up Self-Service Information for Sales Order Management

Setting Up Customer Information

Understanding Customer Information

Setting Up Related Addresses

Setting Up Customer Billing Instructions

Converting Customer Limit Amounts

Setting Up Date-Sensitive Customer Sets

Setting Up Customer Buying Segments

Setting Up UCC 128 Compliance

Understanding UCC 128 Compliance

Understanding UCC Identification Codes

Understanding Bar Code Labels

Setting Up Hierarchical Configurations

Setting Up Shipping Information

Setting Up Item Information for UCC 128

Setting Up Base and Standard Pricing

Understanding Pricing

Setting Up a Base Pricing Structure

Setting Up Base Prices

Setting Up Complex Price Groups

Setting Up Standard Price Adjustments

Entering Sales Orders

Understanding Sales Order Entry

Entering Sales Order Header and Detail Information

Updating and Copying Sales Order Information

Entering Sales Orders with Templates

Entering Substitute, Associated, and Promotional Items

Using Customer Segment Based Selling

Creating Volume-Based Upselling Prices

Promising Orders in Sales Order Entry

Generating the Audit Log and Approval Processing

Entering Orders for Kits and Configured Items

Processing Recurring Sales Orders

Entering Orders Using Store-and-Forward Processing

Entering Sales Orders for Matrix Items

Entering Sales Orders for Customer Service Representatives

Understanding Sales Order Entry for Customer Service Representatives

Prerequisites

Entering Sales Order Header and Detail Information

Copying Sales Orders

Entering Sales Orders with Templates

Entering Substitute, Associated, and Promotional Items

Activating Notifications for Volume-Based Upselling

Activating Subsystem Processing in Sales Order Entry

Promising Orders in Sales Order Entry

Generating the Audit Log and Approval Processing

Entering Orders for Kits and Configured Items

Entering Additional Orders

Understanding Additional Order Entry

Entering Credit Orders

Entering Transfer Orders

Entering Direct Ship Orders

Entering Blanket Orders

Entering Quote Orders

Entering Interbranch and Intercompany Orders

Holding, Releasing, and Reviewing Orders

Understanding Order Holds and Releases

Holding Orders

Releasing Held Orders

Releasing Backorders

Releasing Blanket Orders

Releasing Quote Orders

Reviewing Item Information

Reviewing Customer and Sales Information

Reviewing Commission Information

Processing Sales Orders

Understanding Sales Order Information

Understanding Sales Order Processing

Understanding Transaction Processing

Working with Billing Information

Updating Status Codes

Printing Picking Documents

Processing Serial Number Information

Confirming Shipments

Printing Shipping Documents

Processing Shipments According to UCC 128

Processing Prepayments

Understanding Prepayment Processing

Understanding Prepayment Processing Setup

Authorizing Credit Card Transactions

Updating Prepayment Transactions

Updating the Transaction Status Manually

Settling Prepayment Transactions

Working with Drafts for Prepayments

Updating Prices

Updating Base Prices

Updating Prices for a Customer

Converting Price Levels

Generating New Base Prices in a Different Currency

Invoicing

Understanding Invoicing

Printing Standard Invoices

Setting Up Invoice Cycles

Running Cycle Billing

Running the End of Day Processes

Understanding End Of Day Processing

Understanding Journal Entry Batch Review and Approval

Understanding Journal Entry Batch Posting

Updating Customer Sales

Reviewing Sales Update Reports

Reposting Orders

Purging Data

Generating Returned Material Authorization

Understanding RMA

Setting Up RMA Defaults

Creating RMAs

Running the RMA - Update Sales Order Status Program

Running the RMA Purge Program

Activating Preferences

Understanding Preferences

Understanding the Difference Between Basic and Advanced Preferences

Understanding Preference Types

Understanding Custom Preference Types

Setting Up Preference Master Information

Arranging the Preference Hierarchy

Setting Up Basic Preference Information

Setting Up Advanced Preferences

Assigning Customers and Items to Groups

Activating Preferences

Delivered Workflow for JD Edwards EnterpriseOne Sales Order Management

Delivered Workflow for JD Edwards EnterpriseOne Sales Order Management

JD Edwards EnterpriseOne Sales Order Management Reports

JD Edwards EnterpriseOne Sales Order Management Reports

JD Edwards EnterpriseOne Sales Order Management Reports: A to Z

JD Edwards EnterpriseOne Sales Order Management: Selected Reports

R004203 - Prepayment Transaction Report

Processing Options for Prepayment Transaction Report (R004203)

R42600 - Sales Ledger Report

Processing Options for Sales Ledger Report (R42600)

R42611 - Sales Analysis Summary

Processing Options for Sales Analysis Summary (R42611)

R42620 - Open Orders by Customer Reports

Processing Options for Open Orders by Customer Reports (R42620)

R42632 - Open Orders by Item Reports

R42640 - Held Orders Reports