Sales Order Management Rel 8.12

Description:

This course provides hands-on instruction on the JD Edwards EnterpriseOne Sales Order Management system. You will learn how to set up customer billing information, create activity rules to process sales orders, enter sales orders, print pick slips, confirm shipments, print invoices, release backorders, process blanket and quote orders, and define product availability calculations by branch/plant.

You will also learn how to establish base-pricing combinations between items, item groups, customers, and customer groups. JD Edwards EnterpriseOne Sales Order Management provides you with a deeper understanding of how to efficiently enter and process sales orders using templates, cross-references to customer item numbers, print messages, kits, and advanced preferences. A final case activity is available to tie the entire sales order process together and practice implementation tasks.

Learn To:

• Set up the Sales Order Management system
• Run end-of-day processes
• Enter and manage multiple types of sales orders
• Process blankets, quotes, backorders, and held orders
• Pick and ship sales orders
• Process returned material authorizations (RMAs)

Audience:

Business Analysts
End Users
Functional Implementer
Project Manager

Objectives:

• Describe the sales order business process
• Set up the sales order system foundation
• Describe product information
• Define customer information for sales
• Manage pricing information
• Process basic sales orders
• Process other types of sales orders
• Demonstrate efficiency processing for sales orders

Prerequisites:

Required Prerequisites:
Common Foundation Rel 8.11
Items and Supplies Rel 8.12

Topics:

Overview of JD Edwards EnterpriseOne Sales Order Management

Setting Up Fundamental Components for Sales Order Management

Describing Item Master and Item Branch/Plant Information

Determining Commitment and Availability

Defining Customer Master Information

Setting Up Base Pricing

Entering and Managing Sales Orders

Printing Order Acknowledgements and Picking Documents

Confirming Order Shipment

Printing Invoices

Performing End-of-Day Sales Update Process

Entering Additional Types of Sales Orders
Processing Direct Ship Orders
Processing Transfer Orders
Explaining Intercompany Orders
Processing Credit Orders and Returned Material Authorizations

Generating Orders from Other Orders
Processing Quote Orders
Processing Blanket Orders
Describing Recurring Sales Orders

Processing Backorders

Applying and Releasing Order Holds

Using Efficiency Processing
Using Templates to Process Sales Orders
Defining Item Cross-References
Applying Print Messages
Establishing Items for Kit Processing

Describing Advanced Preferences and Setting Up Sales Price Based-On Date

Approving and Logging Sales Order Changes

Describing Flexible Sales Commissions

Describing Posting and Purging Information

Reviewing Sales Order Reports and Inquiries

Configuring the Sales Order Management Final Course Activity