PacktLib: Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook

Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook

Credits

About the Author

About the Reviewers

Inventory management setup

Setting up branch/plant constants

Setting up inventory transactions

Defining item information

Defining segmented items and templates

Item classification

Item Unit of Measure (UOM) conversion

Item branch/plant setup

Item costing and pricing

Inventory Transactions, Item Quantity, and Physical Inventories

Introduction

Issuing inventory

Adjusting inventory

Transferring inventory

Item and quantity information

Locating item and quantity information

Defining search criteria

Item Ledger Inquiry (CARDEX)

Reviewing supply-and-demand information

Physical inventory processing with cycle counts

Processing tag counts

Updating Costs, Using Kits, and Lot Processing

Introduction

Updating item costs

Updating average costs for items

Updating detail costing

Processing kit components

Entering bills of material for kit items

Creating lot processing

Viewing lot availability

Reviewing lot quantities

Revising lot activity dates

Viewing a lot transaction

Reclassifying a lot

Understanding and Setting up Procurement

Introduction

Setting up Automatic Accounting Instructions

Setting up the document type

Setting up order activity rules

Setting up a requisition

Setting up Request For Quotes (RFQs)

Setting up contract/blanket orders

Setting up purchase orders

Setting up Order Approval

Setting up a receipt route

Setting up standard receipts

Understanding Pricing in Procurement and Purchase Orders

Introduction

Setting up pricing in procurement

Creating stock/non stock-based purchase orders

Creating discount terms

Creating tax information

Creating substitute or replacement items

Creating kits orders

Change orders

Printing orders

Creating orders for multiple suppliers

Creating supplier catalogs

Entering order using order templates

Creating order from quote order

Setting an order on hold

Entering and releasing order holds

Receipt Processing

Introduction

Setting up purchase receivers

Printing purchase receivers

Processing receipt information

Entering/reversing receipts

Review journal entry for receipt transaction

Journal entry creation for items in receipt routes

Defining payment eligibility for item removal

Creating and assigning receipt routes

Working with items in receipt routes

Transferring items to operations

Removing items from a receipt route

Reviewing item history

Purchase order template

Creating Vouchers and Landed Costs

Introduction

The voucher creation process

Reviewing open receipts

Setting up retainage

Working with retainage

Setting up landed costs

Entering landed costs

Landed cost entry during the receipt process

Landed cost entry as a standalone process

Processing Special Orders and Approvals

Introduction

Creating a purchase requisition

Generating a quote from a requisition

Creating an RFQ from a requisition

Creating a supplier price quote

Generating a purchase order from an RFQ

Reviewing order revisions

Entering order revisions

Stocked item reorder point

Creating an approval route

Approval delegation

Setting up the Order Awaiting for Approvals application

Working with Orders Awaiting for Approval

Sales Order Management and Additional Orders

Introduction

Setting up Order Activity Rules

Setting up AAI

Setting up a Credit Sales Order

Setting up a Return Order

Creating a Sales Order

Updating and copying Sales Order Information

Creating a Sales Order with Templates

Reviewing an Order Revision History

Ordering for Kits and Configured items

Processing Recurring Sales Orders

Sales Order for Matrix Items

Reviewing Sales Ledger Inquiry

Processing a Sales Transfer

Creating Direct Ship Sales Orders

Creating a Blanket Order

Creating Quote Order

Holding, Releasing, and Reviewing

Introduction

Setting up an Order Hold

Releasing Held Orders

Blanket Order Release

Releasing Quote Orders

Customer Master Information

Customer Billing Information

Reviewing Sales Ledger Information

Sales Commission Information

Order Processing, Prepayments, and Invoicing

Introduction

Printing pick slips

Setting up serial number processing

Running shipment confirmations

Setting up bills of lading

Printing delivery notes

Setting up prepayment processing

Setting up authorized credit card transactions

Updating the transaction status

Creating an invoice cycle

Printing standard invoices

Updating Prices, End of Day Processes, and Sales Returns

Introduction

Updating the base prices

Updating prices for a customer

Setting the end of day processing

Running the end of day processing

Journal entry batch review and approval

Reviewing electronic mail for messages

Returned material authorization

Interbranch and intercompany orders

Reposting orders

Setting up sales journal

SCM Customizations

Introduction

Developing the stock analysis report

Creating the sales invoice report

Creating the purchase order report

Reconciliation of the item ledger with the account ledger report

The Supply Chain Business Process