Understanding Online Sales Order Information Reviewing Sales Order Reports and Inquiries by Ayman Refat - March 14, 20180 Understanding Online Sales Order Information Concept The Customer Service Inquiry form is the entry point into the Sales Order Entry program (P4210). You use this form to review and manage existing sales orders. This online inquiry enables you to review: • Open sales order information. • Closed sales order information. • Information at the sales order, customer, and item levels. You can also use the Manage Existing Orders form from the Sales Order Entry program (P42101). This form is designed for the customer service representative. You can customize this form to limit the data that is not relevant to a customer service representative. For example, customer service personnel do not need to see the item cost fields, status codes, customer’s credit card information, or sales commission information. Limiting the information that appears on the form: • Simplifies your search when you are looking for certain types of information. • Reduces system processing time. • Increases your response time to customers. You review sales order, customer, and item information from these tables: • Sales Order Detail (F4211) • Sales Order History (42119) Required Field(s) Comments Output – Result(s) Comments Additional Information Procedure In this topic, you will learn about the inquiries available in the JD Edwards EnterpriseOne Sales Order Management system. Step Action You can inquire on sales information in three ways: • By item • By order • By customer Step Action This chart illustrates the online inquiries that are available for reviewing item information: • Availability • Substitute items • Configurations • Supply and demand • Revision history • Cross-references If you have set up prices for item and customer combinations, use the Check Price and Availability program (P4074) to locate information about the pricing and availability of specific inventory items that are: • Sold to specific customers. • Part of customer group and item group combinations. The P4074 program displays information from the Item Location File table (F41021) and the Price by Customer table (F4208). Use the Inventory Pricing and Availability program (P41261) to review standard price adjustment information, such as inventory pricing rules. You use the Item Availability program (P41202) to review quantity information and determine your current and future inventory needs. You can view the information on the number of items in any of these categories: • On-hand • Hard-committed and soft-committed. • Available. • On purchase and work orders. • On backorders. The system calculates item availability and quantity information based on the options that you select for the branch/plant. You can locate all of the items in a particular location within a branch/plant and review detailed information for each item. Use the Supply and Demand Inquiry program (P4021) to help you determine whether you have enough inventory available to meet the demand of your sales orders. Available-to-promise inventory is available for sale or distribution within a specified period. Step Action This chart illustrates online inquiries that are available for orders: • Pricing history • Order addresses • Header and detail attachments • Sales ledger • Shipment status • Online invoice • Dates Step Action This chart illustrates the online inquiries that are available for reviewing customer information: • Sold to customer • Credit checking • Ship to customer • Last shipment • Address book You use the Check Credit program (P42050) to review information about a customer’s account and credit status. You can compare the customer’s total accounts receivable and open orders to the customer’s current credit limit assigned in the Customer Master by Line of Business table (F03012) to determine if the credit limit has been exceeded. You review this type of information such as: • Accounts receivable, for example, balances that are currently due • Account history, for example, customer ABC ranking, invoice, and payment information • Open sales orders, for example, order dates and amounts You can check credit for the customer number, parent number, or line of business for a customer. You use the Customer Ledger Inquiry program (P03B2002) to quickly review invoices and receipts or audit a customer’s transaction history. On the Work with Customer Ledger Inquiry form, you can access numerous types of information about the transaction history of a customer. You can access various forms from the Form and Row menus on the Work with Customer Ledger Inquiry form to review receipts, recurring invoices, status, and so on. The system stores customer ledger information in these tables: • Customer Ledger (F03B11) • Invoice Revisions (F03B112) • Receipts Detail (F03B14) In summary, you can use inquiry programs to review information about customers, sales orders, and items. End of Procedure.