JD Edwards EnterpriseOne Applications Sales Order Management .

[1]JDEdwards EnterpriseOne ApplicationsSales Order Management Implementation GuideRelease 9.1.xE15146-21November 2016

JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide, Release 9.1.xE15146-21Copyright 2015, 2016, Oracle and/or its affiliates. All rights reserved.This software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverseengineering, disassembly, or decompilation of this software, unless required by law for interoperability, isprohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing iton behalf of the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to U.S. Government end usersare "commercial computer software" pursuant to the applicable Federal Acquisition Regulation andagency-specific supplemental regulations. As such, use, duplication, disclosure, modification, andadaptation of the programs, including any operating system, integrated software, any programs installed onthe hardware, and/or documentation, shall be subject to license terms and license restrictions applicable tothe programs. No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information managementapplications. It is not developed or intended for use in any inherently dangerous applications, includingapplications that may create a risk of personal injury. If you use this software or hardware in dangerousapplications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and othermeasures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damagescaused by use of this software or hardware in dangerous applications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks oftheir respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarksare used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD,Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of AdvancedMicro Devices. UNIX is a registered trademark of The Open Group.This software or hardware and documentation may provide access to or information about content,products, and services from third parties. Oracle Corporation and its affiliates are not responsible for andexpressly disclaim all warranties of any kind with respect to third-party content, products, and servicesunless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and itsaffiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use ofthird-party content, products, or services, except as set forth in an applicable agreement between you andOracle.

ContentsPreface . xxixAudience. xxixJD Edwards EnterpriseOne Products . xxixJD Edwards EnterpriseOne Application Fundamentals . xxixDocumentation Accessibility . xxxRelated Documents . xxxConventions and Screen Images . xxx1 Introduction to JD Edwards EnterpriseOne Sales Order .3.71.41.4.11.4.21.5JD Edwards EnterpriseOne Sales Order Management Overview .JD Edwards EnterpriseOne Sales Order Management Business Processes .JD Edwards EnterpriseOne Sales Order Management Integrations .JD Edwards EnterpriseOne Accounts Receivable.JD Edwards EnterpriseOne Address Book .JD Edwards EnterpriseOne Bulk Stock Inventory.JD Edwards EnterpriseOne General Accounting.JD Edwards EnterpriseOne Inventory Management .JD Edwards EnterpriseOne Procurement .JD Edwards EnterpriseOne Transportation Management .JD Edwards EnterpriseOne Sales Order Management Implementation .Global Implementation Steps.Sales Order Management Implementation Steps.Business Interface Integration Objects .1-11-21-31-41-41-41-41-41-41-41-51-51-61-82 Configuring the Sales Order Management .8Understanding System Configuration for Sales Order Management.Setting Up UDCs .Auto TP Rollback Level - (00/AT) .Status Codes for Prepayments (00/SP) .Payment Instruments (00/PY) .Prepayment Special Handling Codes for 00/PY .Blanket/Quote Order Types (40/BT) .On Hand Quantity Relief (40/IU) .Order Templates (40/OT).Cross Reference Type Code (41/DT) .2-12-22-22-22-32-32-32-32-42-4iii

.42.72.7.12.7.22.7.32.7.42.7.52.8Hold Codes (42/HC). 2-4Setting Up Constants . 2-4Understanding Constants for Sales Order Management. 2-4Item Availability . 2-4System Constants. 2-5Batch Control Constants . 2-5Location Control . 2-5Location Format. 2-5Locations in Branch/Plants. 2-6Understanding System Setup for Taxed Prices . 2-6Prerequisites . 2-6Forms Used to Set Up Constants . 2-7Setting Up Branch/Plant Constants. 2-8Setting Up Item Availability . 2-13Setting Up System Constants . 2-14Setting Up Batch Control Constants . 2-17Setting Up Location Formats. 2-19Location Format Specification . 2-19Warehouse Control . 2-20Setting Up Locations in Branch/Plants . 2-20Setting Up AAIs for Sales Order Management . 2-22Understanding AAIs for Sales Order Management . 2-22Search Sequence for AAIs . 2-22AAIs for Sales Order Management. 2-23Forms Used to Set Up AAIs for Sales Order Management . 2-25Setting Up AAIs for Sales Order Management . 2-25Setting Up Order Line Types . 2-26Understanding Order Line Types . 2-26Adding a Message Using a Text Line Type . 2-27Assigning a Line Type for Nonstock Items . 2-27Forms Used to Set Up Order Line Types . 2-27Setting Up Order Line Types . 2-28Setting Up Order Activity Rules. 2-30Understanding Order Activity Rules. 2-30Prerequisites . 2-31Forms Used to Set Up Order Activity Rules. 2-31Setting Up Order Activity Rules. 2-31Setting Up Sales Order Automation (RTE) Filtering . 2-33Understanding Real-Time Events . 2-33Understanding Real-Time Event Filtering . 2-33Forms Used to Set Up Real-Time Event Filtering . 2-34Reviewing and Activating RTE Filters . 2-34Setting Up RTE Filter Details . 2-35Setting Up Revenue Recognition for Sales Order Invoices. 2-353 Setting Up Order Processing Information3.1ivUnderstanding Order Processing Information. 3-1

erstanding Record Reservations . 3-2Setting Up Commission Information . 3-3Understanding Commission Information. 3-3Understanding Commission Assignments . 3-4Understanding Commission Constants . 3-4Prerequisites . 3-5Forms Used to Set Up Commission Information . 3-6Setting Up Commission Constants . 3-6Setting Up Sales Groups . 3-8Setting Up Branch Sales Markups . 3-9Understanding Branch Sales Markups . 3-9Forms Used to Set Up Branch Sales Markups . 3-9Setting Up Branch Sales Markups . 3-9Defining Flexible Account Numbers. 3-10Understanding Flexible Account Numbers . 3-10Example: Flexible Account Number. 3-12Base Sales Order Management AAIs. 3-12Advanced Pricing AAIs. 3-13Locating Account Information from the AAI. 3-13Prerequisites . 3-14Forms Used to Define Flexible Account Numbers . 3-14Defining Flexible Account Numbers . 3-14Creating Order Templates . 3-17Understanding Order Templates . 3-17Standard Templates . 3-17Maintaining Templates . 3-18Prerequisites . 3-18Forms Used to Create Order Templates. 3-18Setting Processing Options for the Customer Template Revisions Program (P4015) .3-18Display . 3-18Versions. 3-19Creating a Standard Template . 3-19Setting Processing Options for the Customer History Template Rebuild Program(R42815) 3-20Process 1. 3-20Process 2. 3-20Creating a System-Generated Template. 3-21Setting Up Order Hold Information. 3-21Understanding Order Hold Information . 3-21Order Hold Codes . 3-21Order Hold Codes for Minimum and Maximum Order Amounts. 3-22Order Hold Codes for Credit Checking . 3-22Order Hold Codes for Inactive Customers. 3-22Order Hold Codes for Margin Checking . 3-23Order Hold Codes for Partial Order Holds . 3-23Order Hold Codes for Prepayments. 3-24v

Understanding the Assignment of Hold Codes to Orders . 3-24Understanding the Assignment of Hold Codes to the Customer Billing Instructions.3-253.7.4Forms Used to Set Up Order Hold Information . 3-253.7.5Setting Up Order Hold Codes. 3-253.8Setting Up Self-Service Information for Sales Order Management. 3-273.8.1Understanding Self-Service Setup for Customers . 3-273.8.2Understanding Security Issues . 3-283.8.3Understanding Processing Options for Customer Self-Service . 3-283.8.4Understanding Product Hierarchy Setup for Self-Service Order Entry . 3-283.8.5Prerequisites . 3-293.8.6Forms Used to Set Up Self-Service Information for Sales Order Management. 3-293.8.7Setting Processing Options for the Item Hierarchy Program (P4101H) . 3-293.8.7.1Defaults . 3-293.8.7.2Process. 3-303.8.8Setting Up Product Hierarchies. 3-303.7.23.7.34 Setting Up Customer 3.74.3.84.3.8.14.4viUnderstanding Customer Information. 4-1Mobile Enterprise Applications for Search Sales Order (Release 9.1 Update) . 4-2Setting Up Related Addresses. 4-2Understanding Related Addresses . 4-3Defining the Invoicing Address . 4-3Defining Default Address Types. 4-3Prerequisites . 4-3Forms Used to Set Up Related Addresses. 4-4Setting Up Related Addresses . 4-4Defining the Invoicing Address. 4-6Defining Default Address Types . 4-7Setting Up Customer Billing Instructions . 4-7Understanding Customer Billing Instructions . 4-8Credit Information. 4-8Tax Information . 4-8Taxed Prices. 4-8Prerequisites . 4-8Forms Used to Set Up Customer Billing Instructions . 4-9Setting Up Customer Billing Information . 4-9Billing Page 1. 4-10Billing Page 2. 4-12Entering Freight and Delivery Information. 4-13Billing Page 1. 4-13Billing Page 2. 4-14Entering Item Restrictions . 4-15Entering Commission Information . 4-15Entering Credit Information . 4-16Credit. 4-16Converting Customer Limit Amounts. 4-17