Book Image

Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook

By : Kashif Rasheed
Book Image

Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook

By: Kashif Rasheed

Overview of this book

Oracle's JD Edwards Enterprise One Supply Chain Management (SCM) aids your business in enhancing your interactions with enterprise suppliers, and this practical cookbook provides essential implementation sequences to make the most of the suite. The functionality across the application described in this comprehensive guide allows you to be proactive in reacting to real-time information and developing procurement strategies and best practices. "Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook" explains with step by step instructions how to fully implement the EnterpriseOne Supply Chain suite, set up Inventory Management, Procurement Management and Sales Order Management, and much more. Each chapter will provide you the details of setup-related information, and instructions which will direct you in configuring your company's business processes. This business-ready cookbook provides you with all the instructions you need to set up the SCM application, and utilize it based on your company's individual business requirements. It begins by demonstrating how to review inventory quantity information and perform physical inventory through cycle count and tag count, and later moves onto how to configure the interactive application, and how to set up the batch versions. Along the way it will also cover the item master information, classification, AAI setup, and system integration. Ultimately, "Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook" will equip you with the knowledge to configure and take advantage of the entire SCM system.

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Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook
Kashif Rasheed
Mar, 2012 | 370 pages
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Table of Contents (20 chapters)
Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook
Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Inventory Management
Inventory Management
Introduction
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
2
Inventory Transactions, Item Quantity, and Physical Inventories
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
3
Updating Costs, Using Kits, and Lot Processing
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
4
Understanding and Setting up Procurement
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
5
Understanding Pricing in Procurement and Purchase Orders
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
6
Receipt Processing
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
7
Creating Vouchers and Landed Costs
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
8
Processing Special Orders and Approvals
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
9
Sales Order Management and Additional Orders
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
10
Holding, Releasing, and Reviewing
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
11
Order Processing, Prepayments, and Invoicing
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
12
Updating Prices, End of Day Processes, and Sales Returns
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
13
SCM Customizations
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
The Supply Chain Business Process
Introduction
Supply Chain Management—As-Is process
Supply Chain Management—To-Be process
Inventory Management—To-Be process
Procurement Management—To-Be process
Sales Order Management—To-Be process
Supply chain standard reports

Creating orders for multiple suppliers

You can enter orders for multiple suppliers simultaneously, instead of entering a separate order for each supplier.

Getting ready

You should set up the Purchase Order Workbench application (P43101) processing options.

How to do it...

  1. 1. Select Procurement and Subcontract Management | Daily Processing | Stock Based Purchasing, and then click on Purchase Order Workbench.

  2. 2. On Purchase Order Workbench, enter the Branch/Plant.

  3. 3. Enter the Ship To information.

  4. 4. Enter the Requested Date.

  5. 5. Enter the Item Number.

  6. 6. Enter the Supplier (you can see in the previous screenshot that each line has a different supplier number).

  7. 7. Enter the Quantity Ordered.

  8. 8. On the Order Detail tab, click the Line Defaults tab, and then enter the G/L Date.

  9. 9. Enter the Item Number on the detail line.

  10. 10. Enter the Quantity Ordered, and the Unit Cost the Extended Cost will be calculated automatically.

  11. 11. Click OK to generate the Purchase Order review, as shown in...

Previous Section
End of Section 11
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