Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook

Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook

By : Kashif Rasheed

Buy this Book

Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook

By: Kashif Rasheed

Buy this Book

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.

Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Free Chapter

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

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

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

Customer Reviews

5 star

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1 star

Generating a quote from a requisition

In this recipe, you will learn how to generate RFQ and Blanket Order from a Requisition. The RFQ (Request for quote) is an official document that must be sent to the supplier in order to receive the quotation from supplier.

Getting ready

In order to generate an RFQ and Blanket Order, you should create a Purchase Requisition.

How to do it....

1. Select Procurement and Subcontract Management | Daily Processing |Stock Based Purchasing | Requisition and Quote Management. Click on the arrow next to Generate Quotes from Reqs . (P43060), and then select Values.
2. On the Defaults tab, enter a Default Order Type of OR.
3. On the Display tab, enter an Incoming Status Code 1 of 110, and an Incoming Status Code 2 of 120.
4. Enter the Purchase Order Entry (P4310) application version as ZJDE0002.