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Setting Up Advanced Preferences

Setting Up Advanced Preferences

Concept

To set up advanced preferences, you use these programs:

• Preference Hierarchy (P40073)

• Preference Name (P4071)

• Preference Detail (P4072)

• Preference Schedule (P4070)

 

Advanced preferences are set up using the same programs and functionality as the JD Edwards EnterpriseOne Advanced Pricing system. The difference is that a processing option is set for the program to specify either the pricing or preference mode.

 

The advance preferences versions of the programs are found in the Advanced Preference menu (G40311). The Advanced Preference menu is not located in the Sales Order Management menus. To access the menu, use the Fast Path field.

 

Procedure

In this task, you will create an advanced preference adjustment for the sales price based-on date.

Step

Action

Navigate to the Advanced Preferences Schedule Revisions program (P4070) on the Advanced Preferences menu (G40311).

Click the Advanced Preferences link.

Click the Advanced Preferences Schedule Revisions link.

Use the Work with Preference Schedules form to search for and review existing advanced preference schedules.

Step

Action

Click in the Preference Schedule field.

Enter the desired information into the Preference Schedule field. Enter “ADVPREF“.

Click the Find button.

Click the ADVPREF option.

Click the Select button.

Use the Preference Schedule Revisions form to update the advanced preference schedule.

Step

Action

Click the SPDATE option.

Click the Row button.

Click the Pref Name menu.

Use the Preference Definition Revisions form to update the advanced preference specifications and controls.

Use the Groups fields to indicate that the preference is specific to an item group or customer group.

Use the Preference Specifications fields to identify the preference hierarchy and advanced preference type.

Use the Level Break Type fields to specify whether the preference uses quantity level breaks.

Use the Preference History field to indicate whether the system stores history information for the preference in the Price Adjustment Ledger File table (F4074).

Step

Action

Click the Cancel button.

Step

Action

Click the Row button.

Click the Pref Detail menu.

Use the Work with Preference Detail form to review existing preference information.

Step

Action

Click the Add button.

Use the Preference Hierarchy Selection form to select the preference category. The system displays selections based on the hierarchy search sequence.

Step

Action

Click the Item and Customer Group option.

Click the Select button.

Use the Preference Detail Revisions form to create or update preference information.

Step

Action

Click in the Item Number field.

Use the Item Number field to identify the item for which you are adding preference information.

Enter the desired information into the Item Number field. Enter “220“.

Click in the Customer Group field.

Use the Customer Group field to identify the value from UDC 40/PC for which you are adding preference information.

Enter the desired information into the Customer Group field. Enter “PARTNERS“.

Click in the From Level field.

Use the From Level field to specify the quantity that must be ordered for the system to apply the preference information.

Enter the desired information into the From Level field. Enter “1“.

Click in the Threshold UM field.

Use the Threshold UM (unit of measure) field to indicate the unit of measure in which the item must be ordered for the system to apply the preference information.

Enter the desired information into the Threshold UM field. Enter “EA“.

Click in the Effective Date field.

Use the Effective Date field to specify the start date for the system to apply the preference.

Enter the desired information into the Effective Date field. Enter “071416“.

Click in the Expired Date field.

Use the Expired Date field to specify the end date for the system to apply the preference.

Enter the desired information into the Expired Date field. Enter “090116“.

Click the EA option.

Click the Row button.

Click the Pref Details menu.

Use the Preference Values Revisions form to add or update the value information for the advanced preference.

Step

Action

Click in the Sequence field.

Use the Sequence field to indicate the order in which the system applies the preference value information.

Enter the desired information into the Sequence field. Enter “10“.

Click in the P D field.

Use the P D (price date) field to specify the date field that the system uses to find valid base prices and price adjustments.

For example, suppose that you have two effective date ranges (this week and next week) for your base price and you select the Requested Date field as your price date. If the requested date on the sales order is next week, then the system uses next week’s base price. If the requested date on the order is today, the system uses this week’s base price.

For this adjustment, you want to use the Preferred Date.

Enter the desired information into the P D field. Enter “7“.

Click in the Price Effective Date field.

Use the Price Effective Date field to specify the date that the system uses to apply the price.

Enter the desired information into the Price Effective Date field. Enter “050116“.

Click the OK button.

Step

Action

Click the OK button.

Click the Cancel button.

Step

Action

Click the Close button.

Step

Action

Click the Close button.

Use the Expired Date field to specify the end date for the system to apply the preference in the schedule.

The dates in both the schedule and the preference detail need to be effective for the system to apply the preference information to a sales order.

Step

Action

Click the Cancel button.

Step

Action

Click the Close button.

You have successfully reviewed and updated the advanced preference setup for the Sales Price Based-on Date preference.

End of Procedure.

Ayman Refat
Over 20 years of experience in IT area, working as Oracle JD Edwards Developer with expertise in Windows Server, SQL Server and Microsoft Exchange Server, experience in Linux operating systems (Debian and Redhat), VMWare ESX / ESXi, Novell Netware, relational databases like Oracle 10/11g and backup solutions from Computer Associates. Large experience in high-end servers from Dell and HP, having the following certifications: Microsoft: MCP, MCSE, MCDBA, MCSA and MCT (2008 ~ 2013), Computer Associates: Technical Specialist – Storage and Backup Solutions,
http://www.AymanRefat.com

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