Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook电子书

Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook

Table of Contents

Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook

Credits

About the Author

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Inventory Management

Introduction

Inventory management setup

Getting ready

How to do it...

How it works...

There's more...

Document type

See also

Setting up branch/plant constants

Getting ready

How to do it...

How it works...

There's more...

User defined codes for document type setup

See also

Setting up inventory transactions

Getting ready

How to do it...

How it works...

Issuing inventory

Inventory adjustments

Transfer transactions

Defining item information

Getting ready

How to do it...

How it works...

Number of days

There's more...

See also

Defining segmented items and templates

Getting ready

How to do it...

How it works...

See also

Item classification

Getting ready

How to do it...

How it works...

There's more...

Item Unit of Measure (UOM) conversion

Getting ready...

How to do it

How it works...

There's more...

Item branch/plant setup

Getting ready

How to do it...

How it works...

There's more...

Item costing and pricing

Getting ready

How to do it...

How it works...

There's more...

See also

2. Inventory Transactions, Item Quantity, and Physical Inventories

Introduction

Issuing inventory

Getting ready

How to do it...

How it works...

There's more...

Tasks that relate to issuing inventory...

See also

Adjusting inventory

Getting ready

How to do it...

How it works...

There's more...

See also

Transferring inventory

Getting ready

How to do it...

How it works...

There's more...

Summarized journal entries

See also

Item and quantity information

Getting ready

How to do it...

How it works...

There's more...

Item search

Current inventory levels on the Web

Item balance reconciliation with the GL

See also

Locating item and quantity information

Getting ready

How to do it...

How it works...

There's more...

See also

Defining search criteria

Getting ready

How to do it...

How it works...

There's more...

See also

Item Ledger Inquiry (CARDEX)

Getting ready

How to do it...

How it works...

There's more...

See also

Reviewing supply-and-demand information

Getting ready

How to do it...

How it works...

There's more...

See also

Physical inventory processing with cycle counts

Getting ready

How to do it...

How it works...

There's more...

See also

Processing tag counts

Getting ready

How to do it...

How it works...

See also

3. Updating Costs, Using Kits, and Lot Processing

Introduction

Updating item costs

Getting ready

How to do it...

How it works...

There’s more...

See also

Updating average costs for items

Getting ready

How to do it...

How it works...

There’s more...

See also

Updating detail costing

Getting ready

How to do it...

How it works...

There’s more...

See also

Processing kit components

Getting ready

How to do it...

How it works...

There’s more...

See also

Entering bills of material for kit items

Getting ready

How to do it...

How it works...

There’s more...

See also

Creating lot processing

Getting ready

How to do it...

How it works...

There’s more...

See also

Viewing lot availability

Getting ready

How to do it...

How it works...

There’s more...

See also

Reviewing lot quantities

Getting ready

How to do it...

How it works...

See also

Revising lot activity dates

Getting ready

How to do it...

How it works...

See also

Viewing a lot transaction

Getting ready

How to do it...

How it works...

There’s more...

Trace/Track inclusion rules

See also

Reclassifying a lot

Getting ready

How to do it...

How it works...

There’s more...

Reclassification

See also

4. Understanding and Setting up Procurement

Introduction

Setting up Automatic Accounting Instructions

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up the document type

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up order activity rules

Getting ready

How to do it...

How it works...

There's more...

Non-Stock setup

See also

Setting up a requisition

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up Request For Quotes (RFQs)

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up contract/blanket orders

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up purchase orders

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up Order Approval

Getting ready

How to do it...

How it works...

There's more...

Locate Purchase Order Approvals

See also

Setting up a receipt route

Getting ready

How to do it...

How it works...

There's more...

Receipt route

See also

Setting up standard receipts

Getting ready

How to do it...

How it works...

There's more...

See also

5. Understanding Pricing in Procurement and Purchase Orders

Introduction

Setting up pricing in procurement

Getting ready

How to do it...

How it works...

There's more...

See also

Creating stock/non stock-based purchase orders

Getting ready

How to do it...

How it works...

There's more...

See also

Creating discount terms

Getting ready

How to do it...

How it works...

There's more...

See also

Creating tax information

Getting ready

How to do it...

How it works...

See also

Creating substitute or replacement items

Getting ready

How to do it...

How it works...

There's more...

See also

Creating kits orders

Getting ready

How to do it...

How it works...

There's more...

See also

Change orders

Getting ready

How to do it...

How it works...

There's more...

See also

Printing orders

Getting ready

How to do it...

How it works...

There's more...

See also

Creating orders for multiple suppliers

Getting ready

How to do it...

How it works...

There's more...

See also

Creating supplier catalogs

Getting ready

How to do it...

How it works...

There's more...

See also

Entering order using order templates

Getting ready

How to do it...

How it works...

There's more...

See also

Creating order from quote order

Getting ready

How to do it...

How it works...

There's more...

See also

Setting an order on hold

Getting ready

How to do it...

How it works...

There's more...

See also

Entering and releasing order holds

Getting ready

How to do it...

How it works...

There's more...

See also

6. Receipt Processing

Introduction

Setting up purchase receivers

Getting ready

How to do it...

How it works....

There's more...

See also

Printing purchase receivers

Getting ready

How to do it...

How it works...

There's more...

See also

Processing receipt information

Getting ready

How to do it...

How it works...

There's more...

See also

Entering/reversing receipts

Getting ready

How to do it...

How it works...

There's more...

See also

Review journal entry for receipt transaction

Getting ready

How to do it...

How it works...

There's more...

See also

Journal entry creation for items in receipt routes

Getting ready

How to do it...

How it works...

There's more...

See also

Defining payment eligibility for item removal

Getting ready

How to do it...

How it works...

There's more...

See also

Creating and assigning receipt routes

Getting ready

How to do it...

How it works...

There's more...

See also

Working with items in receipt routes

Getting ready

How to do it...

How it works...

There's more...

See also

Transferring items to operations

Getting ready

How to do it...

How it works...

There's more...

See also

Removing items from a receipt route

Getting ready

How to do it...

How it works...

There's more...

See also

Reviewing item history

Getting ready

How to do it...

How it works...

There's more...

See also

Purchase order template

Getting ready

How to do it …

How it works…

There's more...

7. Creating Vouchers and Landed Costs

Introduction

The voucher creation process

Getting ready

How to do it....

How it works...

There's more...

See also

Reviewing open receipts

Getting ready

How to do it....

How it works...

There's more...

See also

Setting up retainage

Getting ready

How to do it....

How it works....

There is more….

See also

Working with retainage

Getting ready

How to do it....

How it works....

There's more...

See also

Setting up landed costs

Getting ready

How to do it....

How it works....

There's more...

See also

Entering landed costs

Getting ready

How to do it....

How it works....

See also

Landed cost entry during the receipt process

Getting ready

How to do it....

How it works....

There's more...

See also

Landed cost entry as a standalone process

Getting ready

How to do it...

How it works....

There's more...

See also

8. Processing Special Orders and Approvals

Introduction

Creating a purchase requisition

Getting ready

How to do it....

How it works....

There's more...

See also

Generating a quote from a requisition

Getting ready

How to do it....

How it works....

There's more...

See also

Creating an RFQ from a requisition

Getting ready

How to do it....

How it works...

There's more...

See also

Creating a supplier price quote

Getting ready

How to do it....

How it works....

There's more...

See also

Generating a purchase order from an RFQ

Getting ready

How to do it....

How it works...

There's more...

See also

Reviewing order revisions

Getting ready

How to do it....

How it works....

There's more...

See also

Entering order revisions

Getting ready

How to do it....

How it works...

There's more...

See also

Stocked item reorder point

Getting ready

How to do it....

How it works....

There's more...

See also

Creating an approval route

Getting ready

How to do it....

How it works....

There's more...

See also

Approval delegation

Getting ready

How to do it....

How it works....

See also

Setting up the Order Awaiting for Approvals application

Getting ready

How to do it...

How it works...

There's more...

See also

Working with Orders Awaiting for Approval

Getting ready

How to do it...

How it works....

There's more...

See also

9. Sales Order Management and Additional Orders

Introduction

Setting up Order Activity Rules

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up AAI

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up a Credit Sales Order

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up a Return Order

Getting ready

How to do it...

How it works...

There's more...

See also

Creating a Sales Order

Getting ready

How to do it...

How it works...

There's more...

See also

Updating and copying Sales Order Information

Getting ready

How to do it...

How it works...

There's more...

See also

Creating a Sales Order with Templates

Getting ready

How to do it...

How it works...

There's more...

See also

Reviewing an Order Revision History

Getting ready

How to do it...

How it works...

There's more...

See also

Ordering for Kits and Configured items

Getting ready

How to do it...

How it works...

See also

Processing Recurring Sales Orders

Getting ready

How to do it...

How it works...

There's more...

See also

Sales Order for Matrix Items

Getting ready

How to do it...

How it works...

See also

Reviewing Sales Ledger Inquiry

Getting ready

How to do it...

How it works...

There's more...

See also

Processing a Sales Transfer

Getting ready

How to do it...

How it works...

There's more...

See also

Creating Direct Ship Sales Orders

Getting ready

How to do it...

How it works...

There's more...

See also

Creating a Blanket Order

Getting ready

How to do it...

How it works...

There's more...

See also

Creating Quote Order

Getting ready

How to do it...

How it works...

There's more...

See also

10. Holding, Releasing, and Reviewing

Introduction

Setting up an Order Hold

Getting ready

How to do it...

How it works...

There's more...

See also

Releasing Held Orders

Getting ready

How to do it....

How it works...

There's more...

See also

Blanket Order Release

Getting ready

How to do it....

How it works...

There's more...

See also

Releasing Quote Orders

Getting ready

How to do it....

How it works...

There's more...

See also

Customer Master Information

Getting ready

How to do it....

How it works...

See also

Customer Billing Information

Getting ready

How to do it....

How it works...

There's more...

See also

Reviewing Sales Ledger Information

Getting ready

How to do it....

How it works...

There's more...

See also

Sales Commission Information

Getting ready

How to do it....

How it works...

There's more...

See also

11. Order Processing, Prepayments, and Invoicing

Introduction

Printing pick slips

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up serial number processing

Getting ready

How to do it...

How it works...

There's more...

See also

Running shipment confirmations

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up bills of lading

Getting ready

How to do it...

How it works...

There's more...

See also

Printing delivery notes

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up prepayment processing

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up authorized credit card transactions

Getting ready

How to do it...

How it works...

See also

Updating the transaction status

Getting ready

How to do it...

How it works...

There's more...

See also

Creating an invoice cycle

Getting ready

How to do it...

How it works...

There's more...

See also

Printing standard invoices

Getting ready

How to do it...

How it works...

There's more...

See also

12. Updating Prices, End of Day Processes, and Sales Returns

Introduction

Updating the base prices

Getting ready

How to do it...

How it works...

There's more...

See also

Updating prices for a customer

Getting ready

How to do it...

How it works...

There's more...

See also

Setting the end of day processing

Getting ready

How to do it...

How it works...

There's more...

See also

Running the end of day processing

Getting ready

How to do it...

How it works...

There's more...

See also

Journal entry batch review and approval

Getting ready

How to do it...

How it works...

There's more...

See also

Reviewing electronic mail for messages

Getting ready

How to do it...

How it works...

There's more...

See also

Returned material authorization

Getting ready

How to do it...

How it works...

See also

Interbranch and intercompany orders

Getting ready

How to do it...

How it works...

There's more...

See also

Reposting orders

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up sales journal

Getting ready

How to do it...

How it works...

There's more...

See also

13. SCM Customizations

Introduction

Developing the stock analysis report

Getting ready

How to do it...

How it works...

There's more…

See also

Creating the sales invoice report

Getting ready

How to do it...

How it works...

There's more...

See also

Creating the purchase order report

Getting ready

How to do it...

How it works...

There's more…

See also

Reconciliation of the item ledger with the account ledger report

Getting ready

How to do it...

How it works...

See also

A. The Supply Chain Business Process

Introduction

Supply Chain Management—As-Is process

Customer order

Sales order process

Inter-organizational transfers

Sales order returns

Sales quotation

Supply Chain Management—To-Be process

To-Be simple process

Inventory Management—To-Be process

Branch/Plant address and search types

Item master

Item coding

First identification—short number

Second identification—product number

Third identification—catalog number

Costing level

Average cost

Costing method

Procurement Management—To-Be process

Purchase requisition

Suppliers quotation processing

Long term contract or blanket order

Purchase order processing

Purchase order approvals

Electronic approval route

Purchase order revisions

Goods received note (GRN)

Partial/full receipt

Supplier prices

Payable voucher

Sales Order Management—To-Be process

Direct ship sales

Cash sales

Order acceptance

Sales quotation status

Client sales contracts or blanket orders (XB)

Sales hold order processing

Confirm shipment

Delivery note

Invoice processing

Customer credit memo

Sales branch—internal sales transfer

Product price

Back order processing

Sales update

Supply chain standard reports

Index