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  Anatomy of an Order Level Price Adjustment - Setting Up Fuel Surcharge in SOM

By Thomas Nellissery  
Size: 980 KB, Version:1, Publication Date:1/8/2021
Advanced Pricing for Sales is considered a complex setup with its adjustment schedules, adjustment definitions, hierarchies, groupings, and detailed definitions. However, in its simplest form, it is a method of setting up a price for each item for each customer. Adding various groups into the mix, like Customer groups and Item groups, makes it less bulky and easier to maintain. We discuss an order level adjustment based on formulae and variables, to address one company's requirement to add fuel surcharge rates to some customers based on the total quantity shipped within an order and the distance to the Ship To location.  

  Free Goods Are Not Always Free - Configuring JDE to Handle Surcharges

By Rob Robins  
Size: 936 KB, Version:1, Publication Date:4/1/2020
With new steel and aluminum tariffs in place, companies need a way to pass along these costs to customers. In this article, Rob will show how to set up Advanced Pricing in JDE to handle these costs so customers can clearly see the charges on sales order confirmations and invoices.  

  Flexible Sales Commissions in EnterpriseOne - What’s New Through 9.2

By Jane Perry  
Size: 1.43 MB, Version:1, Publication Date:1/7/2020
This article was written when a major enhancement to Sales Commissions functionality was added to E1. Though it was quite some time ago, it is still relevant in today's 9.2 environment and folks who have been using E1 for years still sometimes forget this is available to them. Bernie Fischette has kept the article relevant by updating it with 9.2 screenshots.  

  Revenue Performance Obligations

By Elizabeth Outtrim  
Size: 1.60 MB, Version:1, Publication Date:7/19/2017
In January 2017, there was a large update to E1 9.1 and 9.2 that added some badly needed functionality to meet the needs of the FASB and IASB rulings for those companies using Job Costing and Profit Recognition with no direct connection between COGS (Cost of Goods Sold) and Revenues from their Customers. In this article, you will read about the setup and the process and also learn some tips and gotchas.  

  Outbound Inventory Management

By Elizabeth Outtrim and Luis Gil  
Size: 1.88 MB, Version:1, Publication Date:3/28/2017
Outbound Inventory Management is functionality as of EnterpriseOne 9.2. This article discusses the functionality, provides a process flow, then details the required setup. It then moves us step by step through the process, along with some tips and gotchas.  

  Configured Stock Transfer

By Rahul Pauddar  
Size: 1.28 MB, Version:1.0, Publication Date:10/3/2016
Despite the fact that interbranch transfer (ST/OT) was allowed at 8.9 and later, there is trepidation around using configured ST/OT. The approach detailed in this article is one way to automate interbranch movement of MTO products across an organization using standard tools and processes.  

   Using the Product Allocation Preference in JDE World

By Michael Toombs  
Size: 3.04 MB, Version:1.0, Publication Date:6/26/2015
This article provides both background information and detailed instructions on how to use Allocation Preferences to manage how much product can be shipped to various types of customers. This helps prevent depleting inventory to the point where larger shipments cannot be completed. Preferences can be set up by number of units or a percentage of available product.  

  Kit Creation in EnterpriseOne

By Andrew Drummond  
Size: 717 KB, Version:1.0, Publication Date:4/1/2015
This is an excellent demonstration of how to both get more out of your EnterpriseOne software and enhance your customers' purchasing experience, Simply put, it adds flexibility to the Sales Order process when a customer wants a variation on a standard kit. Andrew shows us how to make this work, and guides us through the pros and cons.  

  Item Restrictions - Using the Next Order Status Preference

By Tim Scott  
Size: 35mb, Version:1, Publication Date:9/20/2013
Restricting groups of customers from buying groups of items, is challenging in JD Edwards. This screen capture video shows you how to use the Next Order Status Preference to set up Item Restrictions by customer group and item group. It is much simpler than the standard JDE method, and also simpler than using the Mandatory Adjustment feature in Advanced Pricing - our previously recommended way of handling this requirement. Prepare to be amazed!  

  Basket Repricing - An Almost Undocumented Feature

By Tim Scott  
Size: 721 KB, Version:1, Publication Date:8/17/2012
In this article, Tim Scott highlights a little known, almost undocumented feature in basket repricing that can help you correctly reprice items that are the same, yet sold in different units of measure. This tip will definitely benefit many clients who use Basket Repricing.  

   When Sales Update (R42800) Goes Bump in the Night

By Tim Scott  
Size: 547 KB, Version:1, Publication Date:3/20/2012
It's almost like you can hear the suspense-driven horror music in the background... it's the dreaded Sales Update error message! If you're jumping out of your skin--fear no more. Tim Scott offers up some tips to help you troubleshoot these messages, find the cause of update failures, and some best practices and solutions to overcome some of the most frequent causes. And a shout out to our readers who asked us to take on this challenge. We're happy to help!  

  How to Create Work Order History Using Table Triggers

By Jeff Saenz  
Size: 321 KB, Version:1, Publication Date:12/7/2011
Wouldn't it be nice if there were such a thing as Work Order History, and you could see what changes have been made to your work orders, and solve mysteries, like who's been making these changes? While there might not be an exact equivalent to Sales Order History in JDE, Jeff Saenz has a nifty solution to help you see who has been in your work orders and what they're doing. He discusses the components you'll need to create this inquiry, and the minimal coding that will pull it all together.  

   Order Activity Rules 101

By Russ Bartunek  
Size: 489 KB, Version:1, Publication Date:2/10/2010
So, you didn't graduate from the OAR School of Excellence (does it even exist?). Does that mean you're not allowed to touch Order Activity Rules? Relax, says Russ Bartunek. While improperly set up OARs can result in some major issues, Russ provides some great tips to ensure that your OARs are properly configured, as well as a review of the areas in which an improper setup can have the most impact (read damage).  

   SO Order Preparation Days, Delivery Date Preference Processing: An Overview

By Brian Gilbert  
Size: 1.41 MB, Version:1, Publication Date:2/10/2010
On time delivery--it's what our customers want and what we have to provide them with. So how do we accomplish this in JDE? It's a matter of preference, or more precisely, two preferences: Order Preparation Days and Delivery Date. In this article, Brian Gilbert takes a look at how these two sales order preferences can be used in tandem to calculate the pick and ship date in JDE, based on the manually entered order date and required (delivery) date that meet your customer's delivery needs.  

   JD Edwards vs. SAP Sales Order Processing

By Ted Aseltine and Thomas Woelfel  
Size: 366 KB, Version:1, Publication Date:11/19/2009
Are all ERP systems created equal? Well, not quite, but in the case of SAP and JD Edwards Sales Order Management, maybe more equal than not. We challenged a JDE expert and an SAP expert to explore the differences and similarities of the two systems. If nothing else, the ensuing article gives a great overview of Sales Order functionality for both JDE and SAP.  

  Customer-Centric Lot Processing via Advanced Preference 23

By Susan Stooksberry  
Size: 1.42 KB, Version:1, Publication Date:9/22/2009
What happens when you put Lot Processing and Advanced Preferences together? You get some great functionality that allows you to better serve your customers, especially those with stringent requirements when it comes to expiration dates. Susan Stooksberry details the features of this combo, including user-defined dates in the Lot Master, and inventory commitment by Customer Group. She also clues us in on some important gotchas you'll want to heed when using this powerful duo.  

   Cycle Billing 101

By Russ Bartunek  
Size: 456 KB, Version:1, Publication Date:9/22/2009
If you're getting ready to set up Cycle Billing in JD Edwards, and you want to avoid a situation that resembles a 50s horror film, Russ Bartunek has your back! Order Activity rules, AAIs for deferred entries, Cycle Billing Accounting, and more--this primer has it! Russ covers the nitty-gritty you'll need to know in order to set up those particular customers for whom ordinary billing dates don't apply. Read on and learn how you can avoid the primal screams commonly associated with this functionality's set up.  

  Power Forms for CSRs: Sales Order Entry P42101

By Russ Bartunek  
Size: 426KB, Version:1, Publication Date:5/10/2009
Streamline your order entry process for high volumes of one or two-line sales, without major modifications to P4210? Yes, you can! Russ Bartunek demonstrates a nifty application: Sales Order Entry for Customer Service Representatives (P42101). New with EnterpriseOne 8.12, this application was developed using the Power Forms tool. Russ steps us through order creation, processing options, task flow, and the net change from P4210.  

   Counter Sales: Using JDE as a Point of Sale (POS) System

By Susan Stooksberry  
Size: 868 KB, Version:1, Publication Date:3/9/2009
If you do a small of amount of point-of-sale business, and you're looking for a simple solution for counter sales, Susan Stooksberry has the answer. In this article, Susan demonstrates how vanilla JD Edwards Point of Sale capabilities can be configured and rapidly implemented for small-volume counter sales. Susan provides the steps for setup and best practices you'll want to follow in order to get the most value from this creative solution.  

   Everything You Wanted to Know about Branch/Plant Constants

By Jane Perry  
Size: 737 KB, Version:1, Publication Date:1/5/2009
Okay, you might not be all THAT afraid to ask about Branch/Plant constants, but chances are, it's one of those topics that you don't really spend time thinking about until you need to work them. And then it becomes a mission to find someone who does understand what these constants are used for and how to use them. Jane Perry has been there, done that, and now presents this article for anyone who needs a primer on the successful use of Branch/Plant Constants in the JD Edwards Advanced Pricing module.  

   Interbranch Sales Orders

By Jane Perry with Mark Williams  
Size: 758 KB, Version:1, Publication Date:4/4/2008
We recently added a new section to our JDEtips Mastery Level Sales Order workshop manual. All about Interbranch Sales Orders. Jane Perry wrote the original material, and Mark Williams has added some additional insight. We felt this was time to share this information with you in our Document Library.  

   Flex Accounting - Lazy Is Good!

By Russ Bartunek  
Size: 228 KB, Version:1, Publication Date:2/6/2008
Is Flex Accounting one of those features you thought you'd get around to looking at someday? Today's the day! Besides covering Flex Accounting, Russ makes a convincing case for all "Distribution types" to get more involved in AAI setup. The more you know about AAIs, the more you can positively impact your Sales Order and other Distribution setups. If you let the accountants do all the AAI setup, it's possible your Sales Order setup will become overly complex.  

   Accounting for ST/OT Transfers

By Russ Bartunek  
Size: 259 KB, Version:1, Publication Date:12/10/2007
Never fear, Russ is here! He's got the whole ST/OT accounting thing worked out, along with a surprise twist when it comes to reversing an ST/OT. He even shows us Distribution types and how and when to use InterCompany AAIs. Whew. And we thought "debits go on the side nearest the window" was all we needed to know! Please note: This article applies to all versions of World and EnterpriseOne.  

  Overcoming Pitfalls of Prepayment Processing in EnterpriseOne

By Jeanne Robbins  
Size: 200KB, Version:1.0, Publication Date:8/24/2007
Credit card payments are a way of life for many businesses, yet processing payments using JD Edwards EnterpriseOne's Prepayment Processing isn't that easy. There are a few issues and pitfalls that need to be overcome so that credit is authorized correctly and orders are processed properly. Jeanne Robbins takes us through some issues you may encounter and provides some work-arounds and tips to keep your processes flowing smoother.  

   The Hitchhikers Guide to Sales Order Management

By Russ Bartunek  
Size: 532KB, Version:1.0, Publication Date:5/24/2007
My, my - isn't someone all too happy to share what he did in Vegas? Well, maybe not everything he did, but we're sure you'll appreciate the Cliff Notes' version of Russ Bartunek's Collaborate 2007 presentation. Russ loves to share nifty tips on how to make the most of Sales Order Management. This time, he gives us some thoughts to ponder about how to avoid potential disasters (or at least, headache producing issues) related to Address Book, Flex Sales Accounting, Preferences, and Customer Master data. Now, stick that thumb out if you're interested in catching a ride with Russ!  

  Distribution Net Change - Returned Materials Authorization

By Jane Perry  
Size: 369KB, Version:1.0, Publication Date:1/28/2007
If you send it out, there's always a chance, for whatever reason, it will come back. Now what do you do? Where do you store it? Is it for repair or scrap? How do you credit it? This can lead to a lot of work and errors. And, frankly, since we're in business to MAKE money, not deal with returns, this is a process you truly want to consider streamlining. Thankfully, the JD Edwards Returned Material Authorization module makes managing this process a bit easier. In a preview for the upcoming JDEtips Mastery Level Workshop, Distribution Net Change, Jane Perry presents the ins and outs of the RMA module.  

   Enforcing Quantity Multiples in Sales Order Entry

By Russ Bartunek  
Size: 1MB, Version:1.0, Publication Date:9/21/2006
"Everyone" knows that JD Edwards Sales Order Entry doesn't enforce quantity multiples, right? If you want to sell an item only in multiples of 12 you're stuck with a training issue for your CSRs--they have to tell customers that they can't order 14 -- only 12 or 24. Right? WRONG! When we heard about the concept explained in this article, we became very excited--because we know there's lots of you out there suffering with this problem. Without any further ado--we present another instant JDEtips classic.  

  Advanced Preferences in 8.10

By Jane Perry  
Size: 1.2MB, Version:1.0, Publication Date:5/20/2006
If you've already mastered the Basic Preferences of the Sales Order application, now it's time to move on to the advance functions that make sales order management easier than ever! Jane Perry takes you step-by-step through the Advanced Preferences for Sales Order Processing that come with the release of 8.10. (Learn more about Advanced Pricing and Sales Order Management when JDEtips University comes to Dallas in October!)  

   SOM-Based Profitability Analysis: Creating Credit Orders w/o Impacting Inventory

By Susan Stooksberry  
Size: 746KB, Version:1.0, Publication Date:11/10/2005
Almost everyone knows how to create Credit Memos from History. (If you don't know--email us and we'll send you an excerpt from our own Sales Order Management training manual.) But there are legitimate reasons to create Credits manually, particularly when a Credit does not apply to a particular Sales Order. Susan explains why those should be done in the Sales Order system (as opposed to entering directly into A/R), and gives detailed, step-by-step instructions as to how to do the setup and entry of these orders.  

   Advanced Item Restrictions by Group - YouTube Video

By Andy Klee  
Size: , Version:1.0, Publication Date:5/1/2005
If you haven't seen this tip, you are in for a treat. An all-time favorite! Sit back and watch as we take you through a great way to setup Item Restrictions by Item Group. Watch this Video  

  Sales Order Management in the Post EnterpriseOne Xe/8.0 World

By Russ Bartunek  
Size: 524KB, Version:1.0, Publication Date:3/11/2005
Russ delves into the enhancements in the Distribution suite to see what's new and improved for JD Edwards EnterpriseOne 8.9 and 8.10. We had touched on Sales Order Management enhancements last year, but Russ decided to dig deeper and find some more goodies that we feel you will want to know about. Here, you'll learn about Original vs. Reprint Options on Documents, Date-Sensitive Customer Sets, and Customer Segment-Based Selling.  

  Enhancements to Sales Orders and Advanced Pricing in EnterpriseOne 8.9

By David Johnson  
Size: 768KB, Version:1, Publication Date:5/5/2004
It's springtime, and our thoughts turn to all the sexy new enhancements in Sales Order and Advanced Pricing in EnterpriseOne's new release. Who better than Order Fulfillment writer, David Johnson, to unravel these sweet mysteries?  

   Kit Processing in Sales Order Management

By Greg Gibson  
Size: 3.3 MB, Version:1.0, Publication Date:5/1/2004
Known as the Dracula of JDE, because your consultant will hold up crossed fingers when you mention them, Kits have been known to work for some clients. Here, our esteemed destroyer of vampires, Mr. Gibson, sets you straight on how kits are supposed to work, along with some valuable pointers to keep you out of trouble along the way.  

  Batch Creation of Sales Transfer Orders

By Craig Potter, Tryllian Systems  
Size: 99 KB, Version:1, Publication Date:3/5/2004
Craig's practical experience as a consultant shines through in both his selection of topics and his detailed expostion. We've noticed clients asking how to create Transfer Orders in batch on verious forums. Well, here are the answers you've been looking for.  

   Reposting Commitments

By David Johnson  
Size: 186 KB, Version:1, Publication Date:3/5/2004
As a Sales Order type myself, I usually explain the difference between hard and soft commits as follows: Consider your breakfast of bacon and eggs. The Chicken? That's a soft commit. The pig? Now that's a hard commit! All kidding aside, there's excellent advice in this article regarding the Repost Commitments program (R42995 in EnterpriseOne and P42995 in World). You might be surprised at the one big Gotcha that everyone needs to know about.  

  Joining On a Union - An Incredible Development Tool for Sales Reporting

By David Johnson  
Size: 337 KB, Version:1.0, Publication Date:11/1/2003
David demonstrates how a little determination and creativity can get you through obstacles that may daunt the less adventurous. Here we learn not only the basics of database joins and unions, but also how to combine the two techniques to create your own "virtual table" to get the data you really need on your Sales reports. These techniques give you tremendous flexibility and improved performance over traditional methods such as Table I/O. Don't be shy, give a copy of this to your technical folks so that they can implement this!  

   Best Practices and the Address Book in Sales Order Entry

By David Johnson  
Size: 2.5 MB, Version:1.0, Publication Date:9/1/2003
We finally took all the great Address Book tips we've been saving up for Sales Order users and wrote them up. David covers topics such as Various Ways to Distinguish and Search For Ship To and Bill To Addresses, How to Get Invoice Print to Pick Up the Correct Address by Effective Date, How to Easily Obsolete Addresses and Prevent Order Entry, and Utilizing Parent/Child Relationships.  

   Credit Checking and Order Holds

By Peter Bannister, 1st Consulting, Ltd.  
Size: 900 KB, Version:1.0, Publication Date:7/1/2003
Peter is one of our favorite writers in the Sales Order and Distribution areas. He's an over-the-top, detail oriented consultant. His analysis of JDE's credit checking capabilities is destined to be a classic in the JDEtips Document Library. Peter even includes his excellent writeup on how the Repost Active Orders program (R42995) works with respect to reposting the Open Order Amount. Let's only hope JDE's QA department doesn't try to steal him from his lucky clients!  

   Sales Order Document Types - Know When to Say When

By David Johnson  
Size: 330 KB, Version:1.0, Publication Date:7/1/2003
Our latest "Back to Basics" article features how to make decisions as to how many Sales Order Document Types to use. Proliferation of Document Types is a common problem at clients who are just starting out. Learn when to say when, or you may find yourself at a JDE user group meeting, introducing yourself by saying: "Hello, my name is Bob (or Sally) and I use JD Edwards." Even those of you in a more advanced state of knowledge will find some useful tips on how to control the number of Sales Order Document Types. This article applies equally to World Software and OneWorld.  

   Using Category Codes to Enhance Your Sales Order Information

By David Johnson  
Size: 90 KB, Version:1.0, Publication Date:5/1/2003
They slice, they dice! What are they? Category Codes! Wait, what are we doing, going back to basics? Well, yes in a way we are. But read on, you will probably learn some things you don't know about how to setup and maintain category codes (such as why R01050 is a great program to know about). David's expertise and real life experience shines through in this Back to Basics article, which applies to both World and OneWorld.  

   Sales Order Cancellation Techniques

By David Johnson  
Size: 380 KB, Version:1.0, Publication Date:3/1/2003
We're pleased to welcome David Johnson as a new author to JDEtips. David's first tip is a winner and should prove extremely popular, as it features a creative solution to a common problem: How to cancel expired orders without doing a manual lookup of each order that needs to be cancelled. The number of hours saved by both OneWorld and World Software users should be well worth your time to read this tip!  

  Credit Card Processing with World Software

By Mark Chess, LCS Inc.  
Size: 200 KB, Version:1.0, Publication Date:11/1/2002
Credit card processing and B2B transactions. Mark Chess' article is a brilliant summary of what you need to do starting with World Software as the foundation. Even OneWorld clients should read this, plus Brenda Wycoff's article on OneWorld Credit Card functionality.  

   Converting Sales History and Creating a Legacy Interface

By Andy Klee & Scott Beebe  
Size: 43 KB, Version:1.0, Publication Date:1/1/2002
Learn the secrets of interfacing sales order data into JD Edwards. Use the same programs to easily convert sales history into JDE before going live.  

  Credit Card Payment Processing in OneWorld

By Brenda Wycoff, M&D Information Systems  
Size: 550 KB, Version:1.0, Publication Date:1/1/2002
Learn how OneWorld's PrePayment functionality helps process credit card payments. Brenda is a financials expert, so the section on how to handle the payment in Accounts Receivable (with or without Drafts) is especially helpful.  

   Handling Customer and Item Exceptions to Standard Tax Rates

By Dan Bolland  
Size: 600 KB, Version:1.0, Publication Date:1/1/2002
We all know that in implementing JDE, the exceptions take more time to setup than the normal process. Learn how to setup variations on your standard tax rates for different customers, and different items. Dan's examples are Canadian-based (think GST and PST), but the scenarios apply worldwide.  

   Preference Processing Overview and Advanced Tips

By JDEtips, Inc  
Size: 225 KB, Version:1.1, Publication Date:5/1/2001
Preference processing is a powerful tool in JDE's Sales Order Management module. Gain the necessary understanding through a solid overview and several pages of advanced tips.  

   Preventing User Mistakes in Sales and Purchase Order Entry

By JDEtips, Inc  
Size: 650 KB, Version:1.0, Publication Date:1/1/2001
This white paper is one of our favorite tips. Using a little known feature in Advanced Pricing, the author shows you how to edit for some common errors--such as selling the wrong item to a customer. This is the only method that allows you to do item restrictions by item group and customer group.  

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