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Customer-focused supply chain execution has emerged as the key to sustained competitive advantage and growth. Just as the “one size fits all” product no longer satisfies today’s customers, the “one size fits all” order no longer works in the sales industry. Sales order management involves much more than taking an order and shipping it to the customer. To ensure that customers are satisfied and that they return for additional business, the business and the system must be flexible. Today’s sales order system requirements include the capability to:

• Process both simple and complex orders.

• Integrate closely with inventory systems, and allocate inventory at the time of an order.

• Create sales orders for kits and configured items.

• Set up and use promotional pricing.

The JD Edwards EnterpriseOne Sales Order Management system from Oracle enables you to address these business issues. The JD Edwards EnterpriseOne Sales Order Management system includes:

• Extensive user-defined information

• Recurring order and order template processing

• Quote and blanket order processing

• Customer and item preference profiles

• Online inventory availability and available-to-promise information

• Comprehensive order and line status tracking

• Flexible pricing and discounting, which supports promotions, contracts, and allowances

• Country-specific compliance

• Net profitability of a product line when promotions, discounts, and allowances are applied

You must manage pricing efficiently, given the complexity of customer- and market-specific contracts, special promotions, allowances, and date effectiveness. The JD Edwards EnterpriseOne Sales Order Management system enables you to set up a flexible base pricing structure. You can then define price adjustments to revise and update prices when necessary.

Sales Order Management Business Process

This flowchart illustrates the sales order management process:

The process steps are: 

• Enter sales order.

• Print pick slip.

• Confirm shipment.

• Print invoice.

• Update and post sales.

A business depends on effective management of sales order activities. The sales order management process lets you effectively manage the orders and capture important business data for analysis. You must be able to effectively manage the process from the time a customer service representative takes an order to the time you receive payment from the customer. Sales order management provides you with real-time information so that you can make immediate decisions about extending credit, processing delinquent accounts, and applying cash.

System Integration

This diagram shows the integration between the JD Edwards EnterpriseOne Sales Order Management system and other JD Edwards EnterpriseOne systems:

The JD Edwards EnterpriseOne Sales Order Management system works with other financial, distribution, logistics, and manufacturing systems to ensure that customer demand is met. The JD Edwards EnterpriseOne Sales Order Management system integrates with these JD Edwards EnterpriseOne systems from Oracle:

• JD Edwards EnterpriseOne Address Book for name and addresses of customers

• JD Edwards EnterpriseOne General Accounting to record sales transactions

• JD Edwards EnterpriseOne Accounts Receivable for customer information

• JD Edwards EnterpriseOne Advanced Warehouse Management for customer shipments

• JD Edwards EnterpriseOne Procurement for direct ship and transfer sales orders

• JD Edwards EnterpriseOne Advanced Pricing to price the sales orders

• JD Edwards EnterpriseOne Inventory Management for item, reorder, and shipment information

Supply and demand components must balance to ensure that demand is met. The key to this balance is integration and the proactive use of distribution and logistics information.

Module Objectives

Upon completion of this module, you will be able to:

  1. Set up the sales order system foundation.
  2. Describe product information.
  3. Define customer information for sales.
  4. Set up pricing information.
  5. Enter and manage sales orders.
  6. Create order acknowledgements and picking documents.
  7. Confirm order shipments and generate shipping documents.
  8. Print invoices.
  9. Perform end-of-day sales update.
  10. Process direct ship orders.
  11. Process transfer orders.
  12. Process intercompany orders.
  13. Process credit orders.
  14. Process return material authorizations.
  15. Process quote orders.
  16. Process blanket orders.
  17. Process recurring sales orders.
  18. Process backorders.
  19. Apply and release order holds.
  20. Create and use templates to enter sales orders.
  21. Set up and process kit items.
  22. Use customer segment-based selling.
  23. Process orders with taxed unit price.
  24. Define item cross-references.
  25. Apply print messages.
  26. Set up flexible sales commissions.
  27. Approve and log changes to sales orders.
  28. Update prices for sales orders.
  29. Process prepayments.
  30. Describe advanced preferences.
  31. Describe reposting and purging information.
  32. Review sales order reports and inquiries.