Mastering Sales Order Management

Contents
Mastering Sales Order Management.................................................................. 1
Sales Order Management Introduction.............................................................. 9
8.12 Navigation................................................................................................... 11
Hot Keys for Navigation .......................................................................... 26
Overview of Sales Order Processing ............................................................... 33
Order to Cash Overview ................................................................................ 33
Class Scenario ........................................................................................ 33
Demo Data .................................................................................................... 33
Company Fiscal Year ............................................................................. 34
Tax Area ................................................................................................. 35
Business Unit .......................................................................................... 36
Branch Plant Constants .......................................................................... 37
Customer Master Information ................................................................. 38
Inventory Items ....................................................................................... 41
Inventory Costs ....................................................................................... 43
Inventory Sales Prices ............................................................................ 44
Order Activity Rules ................................................................................ 54
Branch Plant Constants .......................................................................... 55
Default Branch/Plant ............................................................................... 56
Sales Orders ........................................................................................... 58
Print Pick Slips ........................................................................................ 66
Ship Confirm ........................................................................................... 76
Sales Update .......................................................................................... 97
Review and Post Sales Batch............................................................... 123
Process Back Orders ............................................................................ 125
Deep Dive Setup............................................................................................ 139
Menus ................................................................................................... 139
Business Units ...................................................................................... 142
Branch/Plant Constants ........................................................................ 146
Line Types ........................................................................................................ 173
Order Activity Rules .............................................................................. 179
Next Numbers ....................................................................................... 185
Customer Master and Billing Information ..................................................... 189

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Related Addresses ................................................................................ 189

Billing Information .................................................................................. 200
Parent/Child Functionality ..................................................................... 210
Where Fields Default From in Sales Order Entry .................................. 212
Date-Sensitive Customer Sets ........................................................................ 215
Date Effective Addresses ................................................................................ 223
Base Pricing ...................................................................................................... 233
Cross Reference Related Items ................................................................... 263
Cross Reference Overview ................................................................ 263
Customer Cross Reference Numbers ................................................... 263
Cross Reference Related Items ......................................................... 272
Sales Order Related Items ................................................................. 273
Cross Docking .................................................................................................. 293
Opportunistic Cross Docking ................................................................. 293
Inbound Document Type Revisions ...................................................... 294
Set Cross Docking On for Item. ............................................................ 296
Purchase Order ..................................................................................... 299
Enter Sales Order .................................................................................. 300
Purchase Order Receipt ........................................................................ 302
Review Sales Order .............................................................................. 304
Cross Docking Workbench .................................................................... 308
Bill of Materials (Kits) ....................................................................................... 311
Parent Item ............................................................................................ 311
Features ................................................................................................ 313
Bill of Material ........................................................................................ 314
Kit Balancing ......................................................................................... 321
Promises, Promises ......................................................................................... 325
Review Sales Order Date Fields .................................................................. 325
Using the Work Day Calendar ..................................................................... 328
Supply and Demand Inquiry ........................................................................ 329
Using the Delivery Date and Order Prep Days Preferences ....................... 339
Order Fulfillment Strategies ......................................................................... 348
Replenishment strategies. ..................................................................... 356
Product Variants ............................................................................................... 385
Setup Requirements.............................................................................. 385
Item Templates ...................................................................................... 386
Scenario ................................................................................................ 396

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Create a New Template ........................................................................ 400

Enable Templates ................................................................................. 402
Configured Items ............................................................................................. 417
Setup Requirements ............................................................................. 418
Configured Item Information ................................................................. 418
Configurator Constants ......................................................................... 422
Configured Item Segments ................................................................... 425
Cross Segment Editing Rules ............................................................... 429
Assembly Inclusion Rules ..................................................................... 434
Tables ................................................................................................... 444
Enter Sales Order ................................................................................. 451
Unit of Measure Conversions ......................................................................... 461
How to Sell an Item to Some Customers with a Different Pricing Unit of
Measure ................................................................................................ 471
Additional Price UoM Retrieval ...................................................................... 483
Multiple UoM Pricing pre-EnterpriseOne 8.10 ...................................... 483
Additional Price Search UoM Functionality .......................................... 487
Why Have a Price Search UoM Hierarchy? ......................................... 489
Set Up Multiple UoM Hierarchy ............................................................ 491
Pricing by Secondary UoM ................................................................... 494
What's the Benefit? ............................................................................... 495
What's the Catch? ................................................................................. 495
Dual Unit of Measure ....................................................................................... 497
Summary Availability ............................................................................ 506
Sales Order ........................................................................................... 507
Ship Confirm ......................................................................................... 509
The Cardex ........................................................................................... 510
Customer Segment .......................................................................................... 511
Order Templates .............................................................................................. 531
Sales Order Entry for Customer Service Representatives .......................... 545
Direct Ship Orders ........................................................................................... 563
Transfer Orders ................................................................................................ 577
Interbranch Sales Orders ................................................................................ 595
Entering Interbranch Orders ................................................................. 595
Scenario ................................................................................................ 597
Set Up Versions to Accommodate Interbranch Orders. ....................... 599
Blanket and Quote Orders .............................................................................. 627

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Blanket Orders ...................................................................................... 627

Two Methods of Releasing a Sale Against a Blanket ........................... 634
Cancel Date Functionality in the Blanket Order .................................... 648
Automatic Release When There Is More Than One Blanket Order ...... 651
What Happens in Batch Order Creation and EDI? ............................... 653
How to See All the Releases Against a Blanket ................................... 653
Pricing Implications of Blanket Orders .................................................. 653
Other Blanket Release Processing Combinations ................................ 654
Quote Orders ......................................................................................... 654
Recurring Orders .............................................................................................. 661
Credit Orders .................................................................................................... 669
Returned Material Authorizations (RMA) ....................................................... 679
Setup ..................................................................................................... 679
Returned Material Status (UDC 40/RN) ................................................ 680
Document Type Returned Material Auth (UDC 00/DT)...................... 681
Item Master and Item Branch ................................................................ 682
Return Materials Authorization Defaults................................................ 685
Returned Material Authorization ............................................................ 690
Entering Credit Memos.......................................................................... 698
RMA Update Sales Order Status (R400502) ..................................... 700
RMA Purge R400510 ......................................................................... 702
Some Considerations ............................................................................ 702
Basic Preferences ............................................................................................ 703
Payment Terms (01).............................................................................. 705
Preferences Examples of Each .......................................................... 719
Pricing Unit of Measure (02) ................................................................. 719
Revenue Business Unit (03) ................................................................. 730
End Use Preference (04) ...................................................................... 732
Print Message Preference (05) ............................................................. 735
Inventory Commit Preference (06) ........................................................ 739
Product Allocations Preference (07) ..................................................... 747
Grade and Potency Preference (08) ..................................................... 755
Delivery Date (09) and Order Prep Days (16) ....................................... 760
The Line of Business Preference (10)................................................... 767
Price Codes 1, 2, 3 (11, 12, 13) ............................................................ 768
Price Adjustment Schedule Preference (14) ......................................... 769
Invoice Cycle Preference (15) ............................................................... 769

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Container Deposit/Rental Preference 17) ............................................. 770

Quality Preference (18) ......................................................................... 770
Preferences (19, 20, 23-28, 35- 37, 42-43) .......................................... 770
Receiving/Shipping Locations and Transportation Preferences (21 & 22)770
Payment Terms Preference (38) .......................................................... 770
Product Allocation Preference (39) ....................................................... 771
Next Order Status Preference (41) ....................................................... 771
Sales Commission Preference (44) ...................................................... 779
Customer Currency Preference (45) .................................................... 779
Pricing UoM Preference (47) ................................................................ 780
Revenue Business Unit Preference ...................................................... 781
Conclusion ............................................................................................ 781
Advanced Preferences .................................................................................... 783
Advanced Preferences ................................................................................ 783
Set Default Advanced Preference Schedule ........................................ 784
Advanced Preferences Schedule ......................................................... 786
Advanced Preference Components ................................................... 790
01 Order Header Defaults .................................................................. 790
02 Order Detail Defaults .................................................................... 804
03 Next Order Status ......................................................................... 809
04 Delivery Date ................................................................................ 816
05 Order Prep Days ........................................................................... 820
06 Inventory Commitment .................................................................. 826
07 Print Messages ............................................................................. 830
08 Sales Commission ........................................................................ 833
09 Advanced Lots (Ship Ascending) ................................................. 833
10 Grade & Potency .......................................................................... 843
11 Extended Terms ........................................................................... 849
12 Gross Profit Margin Pricing ........................................................... 865
13 Sales Price Based on Date ........................................................... 880
14 Customer Freight .......................................................................... 889
15 Mode of Transport ........................................................................ 893
16 Carrier ........................................................................................... 894
17 Options and Equipment ................................................................ 896
18 Document Set ............................................................................... 898
Conclusion ............................................................................................ 901
Flexible Sales Commission ............................................................................ 903

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Pre 8.9 Commission Review ................................................................. 904

Flexible Sales Commission ................................................................... 907
Related Salespeople ............................................................................. 922
Sales Commission Preference (44) ...................................................... 935
Advanced Preferences .......................................................................... 941
Order Holds ....................................................................................................... 949
Order Hold Types .................................................................................. 949
Additional Setup .................................................................................... 952
Using Order Holds in Practice ............................................................... 969
Conclusion ............................................................................................. 973
Flex AAIs ........................................................................................................... 975
Prepayment Processing .................................................................................. 985
Setup ..................................................................................................... 985
Customer Master ................................................................................... 990
Order Activity Rules............................................................................... 992
Prepayment Hold Codes ....................................................................... 993
Authorizing Prepayment Processing ..................................................... 994
Sales Order ........................................................................................... 995
Settlement Hold Codes ....................................................................... 1001
Release Held Orders (P43070) ........................................................... 1001
Settling Prepayment Transactions ...................................................... 1004
Working with Drafts ............................................................................. 1004
Sales Order Audit and Approval ................................................................... 1005
Audit Log, Reason Code, and Approval Process ...................................... 1005
Appendix A - Sales Order (P4210) Processing Options ............................. 1017
Tab 1 Defaults .................................................................................. 1017
Tab 2 Duplication ............................................................................. 1020
Tab 3 Order Holds ............................................................................ 1021
Tab 4 Display ................................................................................... 1022
Tab 5 Commitment ........................................................................... 1023
Tab 6 Currency................................................................................. 1024
Tab 7 Process .................................................................................. 1024
Tab 8 Cross Reference .................................................................... 1027
Tab 9 Versions ................................................................................. 1027
Tab 10 Preference............................................................................ 1028
Tab 11 Transfers .............................................................................. 1028
Tab 12 Order Inquiry ........................................................................ 1029

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Tab 13 Warehouse .......................................................................... 1031

Tab 14 Store & Forward .................................................................. 1031
Tab 15 Workflow .............................................................................. 1031
Tab 16 Multiples .............................................................................. 1032
Tab 17 Interbranch .......................................................................... 1032
Tab 18 Interop ................................................................................. 1032
Tab 19 Prepayment ......................................................................... 1033
Tab 20 Audit Log ............................................................................. 1033
Tab 21 Volume Up Sell .................................................................... 1034
Tab 22 Profit Margin ........................................................................ 1034
Tab 23 Promotion ID ........................................................................ 1034
Tab 24 Order Promising .................................................................. 1035
Tab 25 Matrix ................................................................................... 1035
Appendix B - Update Customer Sales ......................................................... 1037
Update Customer Sales Versions.................................................... 1037
Update Customer Sales Processing Options .................................. 1039
Update Customer Sales Data Selection .......................................... 1047
Load Balance Update Customer Sales ........................................... 1048
Appendix C Accounting for Interbranch Shipments ............................... 1051
Set Up Versions to Accommodate Interbranch Orders. ..................... 1059
Appendix D Sales Order Tables ................................................................ 1091

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