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Setting Up Direct Ship Orders

Setting Up Direct Ship Orders

Concept

You should set up the JD Edwards EnterpriseOne Sales Order Management system for direct ship orders.

 

The setup for direct ship sales orders includes:

• Document types

• Line types

• Next numbers

• Order activity rules

• Item and supplier information

• Processing options for the Sales Order Entry program (P4210)

Procedure

In this task, you will verify the document type, line type, and order activity rules for direct ship sales orders.

Step

Action

Navigate to the Document Type Maintenance program (P40040) on the Inventory Setup menu (G4141).

Click the Inventory Setup link.

Click the Document Type Maintenance link.

Use the Work With Document Type form to review existing document types.

Step

Action

Click in the Document Type field.

Enter a value from user-defined code (UDC) 00/DT into the Document Type field.

Enter the desired information into the Document Type field. Enter “SD“.

Click the Find button.

Click the Select button.

Use the Document Type Revisions form to set up or revise a document type.

Step

Action

Click the Sales tab.

A direct ship sales order is a regular order and the system does not use the other quantity buckets.

Click the Cancel button.

Step

Action

Click the Close button.

Step

Action

Click in the Fast Path field.

Enter the desired information into the Fast Path field. Enter “G4241“.

Click the Fast Path button.

Navigate to the Order Line Types program (P40205) on the Sales Order Management Setup menu (G4241).

Click the Sales Order Management Setup link.

Click the Order Line Types link.

Use the Work With Line Types form to search for existing line types.

Step

Action

Click in the Ln Ty field.

Enter the desired information into the Ln Ty field. Enter “D“.

Click the Find button.

Click the Direct Ship Item option.

Click the Select button.

Use the Line Type Constants Revisions form to set up or revise a line type and specify how the system processes the line type on transactions.

Use the Inv. Interface (Inventory Interface) field to determine whether the system validates the item against the JD Edwards EnterpriseOne Inventory Management system.

Step

Action

Click the Cancel button.

Step

Action

Click the Close button.

Step

Action

Click the Fast Path button.

Navigate to the Order Activity Rules program (P40204) on the Sales Order Management Setup menu (G4241).

Click the Sales Order Management Setup link.

Click the Order Activity Rules link.

Use the Work With Order Activity Rules form to review existing order activity rules by order type and line type.

Use the Order Type and Line Type fields to identify the key components for order activity rules.

Step

Action

Click in the Order Type field.

Enter the desired information into the Order Type field. Enter “SD“.

Click in the Line Type field.

Enter the desired information into the Line Type field. Enter “D“.

Click the Find button.

The steps in the order activity rules are user-defined and you set them according to your business process.

Click the Close button.

You have successfully verified that an order type and line type are set up for direct ship orders. You have also reviewed the order activity rules for the direct ship sales order process.

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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