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Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook

Book Description

Over 150 simple but incredibly effective recipes for configuring, supporting, and enhancing Oracle JD Edwards EnterpriseOne 9.0 with this book and eBook.

  • Master all that the EnterpriseOne SCM modules have to offer with this book and e-book full of step by step instructions

  • Go deeper into SCM functionality with special orders and approvals

  • This recipe-based guide packed with images, and concluding with a real-world Supply Chain blueprint, helps you fully absorb each step by step task

In Detail

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.

Table of Contents

  1. Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook
    1. Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook
    2. Credits
    3. About the Author
    4. About the Reviewers
    5. www.PacktPub.com
      1. Support files, eBooks, discount offers and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
        3. Instant Updates on New Packt Books
    6. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Errata
        2. Piracy
        3. Questions
    7. 1. Inventory Management
      1. Introduction
      2. Inventory management setup
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Document type
        5. See also
      3. Setting up branch/plant constants
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. User defined codes for document type setup
        5. See also
      4. Setting up inventory transactions
        1. Getting ready
        2. How to do it...
        3. How it works...
          1. Issuing inventory
          2. Inventory adjustments
          3. Transfer transactions
      5. Defining item information
        1. Getting ready
        2. How to do it...
        3. How it works...
          1. Number of days
        4. There's more...
        5. See also
      6. Defining segmented items and templates
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      7. Item classification
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      8. Item Unit of Measure (UOM) conversion
        1. Getting ready...
        2. How to do it
        3. How it works...
        4. There's more...
      9. Item branch/plant setup
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      10. Item costing and pricing
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    8. 2. Inventory Transactions, Item Quantity, and Physical Inventories
      1. Introduction
      2. Issuing inventory
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Tasks that relate to issuing inventory...
        5. See also
      3. Adjusting inventory
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Transferring inventory
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Summarized journal entries
        5. See also
      5. Item and quantity information
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Item search
          2. Current inventory levels on the Web
          3. Item balance reconciliation with the GL
        5. See also
      6. Locating item and quantity information
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      7. Defining search criteria
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Item Ledger Inquiry (CARDEX)
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      9. Reviewing supply-and-demand information
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      10. Physical inventory processing with cycle counts
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      11. Processing tag counts
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
    9. 3. Updating Costs, Using Kits, and Lot Processing
      1. Introduction
      2. Updating item costs
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There’s more...
        5. See also
      3. Updating average costs for items
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There’s more...
        5. See also
      4. Updating detail costing
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There’s more...
        5. See also
      5. Processing kit components
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There’s more...
        5. See also
      6. Entering bills of material for kit items
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There’s more...
        5. See also
      7. Creating lot processing
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There’s more...
        5. See also
      8. Viewing lot availability
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There’s more...
        5. See also
      9. Reviewing lot quantities
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      10. Revising lot activity dates
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      11. Viewing a lot transaction
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There’s more...
          1. Trace/Track inclusion rules
        5. See also
      12. Reclassifying a lot
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There’s more...
          1. Reclassification
        5. See also
    10. 4. Understanding and Setting up Procurement
      1. Introduction
      2. Setting up Automatic Accounting Instructions
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Setting up the document type
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Setting up order activity rules
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Non-Stock setup
        5. See also
      5. Setting up a requisition
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Setting up Request For Quotes (RFQs)
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      7. Setting up contract/blanket orders
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Setting up purchase orders
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      9. Setting up Order Approval
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Locate Purchase Order Approvals
        5. See also
      10. Setting up a receipt route
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Receipt route
        5. See also
      11. Setting up standard receipts
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    11. 5. Understanding Pricing in Procurement and Purchase Orders
      1. Introduction
      2. Setting up pricing in procurement
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Creating stock/non stock-based purchase orders
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Creating discount terms
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      5. Creating tax information
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      6. Creating substitute or replacement items
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      7. Creating kits orders
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Change orders
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      9. Printing orders
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      10. Creating orders for multiple suppliers
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      11. Creating supplier catalogs
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      12. Entering order using order templates
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      13. Creating order from quote order
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      14. Setting an order on hold
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      15. Entering and releasing order holds
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    12. 6. Receipt Processing
      1. Introduction
      2. Setting up purchase receivers
        1. Getting ready
        2. How to do it...
        3. How it works....
        4. There's more...
        5. See also
      3. Printing purchase receivers
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Processing receipt information
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      5. Entering/reversing receipts
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Review journal entry for receipt transaction
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      7. Journal entry creation for items in receipt routes
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Defining payment eligibility for item removal
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      9. Creating and assigning receipt routes
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      10. Working with items in receipt routes
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      11. Transferring items to operations
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      12. Removing items from a receipt route
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      13. Reviewing item history
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      14. Purchase order template
        1. Getting ready
        2. How to do it …
        3. How it works…
        4. There's more...
    13. 7. Creating Vouchers and Landed Costs
      1. Introduction
      2. The voucher creation process
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. There's more...
        5. See also
      3. Reviewing open receipts
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. There's more...
        5. See also
      4. Setting up retainage
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. There is more….
        5. See also
      5. Working with retainage
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. There's more...
        5. See also
      6. Setting up landed costs
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. There's more...
        5. See also
      7. Entering landed costs
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. See also
      8. Landed cost entry during the receipt process
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. There's more...
        5. See also
      9. Landed cost entry as a standalone process
        1. Getting ready
        2. How to do it...
        3. How it works....
        4. There's more...
        5. See also
    14. 8. Processing Special Orders and Approvals
      1. Introduction
      2. Creating a purchase requisition
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. There's more...
        5. See also
      3. Generating a quote from a requisition
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. There's more...
        5. See also
      4. Creating an RFQ from a requisition
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. There's more...
        5. See also
      5. Creating a supplier price quote
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. There's more...
        5. See also
      6. Generating a purchase order from an RFQ
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. There's more...
        5. See also
      7. Reviewing order revisions
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. There's more...
        5. See also
      8. Entering order revisions
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. There's more...
        5. See also
      9. Stocked item reorder point
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. There's more...
        5. See also
      10. Creating an approval route
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. There's more...
        5. See also
      11. Approval delegation
        1. Getting ready
        2. How to do it....
        3. How it works....
        4. See also
      12. Setting up the Order Awaiting for Approvals application
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      13. Working with Orders Awaiting for Approval
        1. Getting ready
        2. How to do it...
        3. How it works....
        4. There's more...
        5. See also
    15. 9. Sales Order Management and Additional Orders
      1. Introduction
      2. Setting up Order Activity Rules
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Setting up AAI
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Setting up a Credit Sales Order
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      5. Setting up a Return Order
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Creating a Sales Order
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      7. Updating and copying Sales Order Information
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Creating a Sales Order with Templates
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      9. Reviewing an Order Revision History
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      10. Ordering for Kits and Configured items
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      11. Processing Recurring Sales Orders
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      12. Sales Order for Matrix Items
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      13. Reviewing Sales Ledger Inquiry
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      14. Processing a Sales Transfer
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      15. Creating Direct Ship Sales Orders
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      16. Creating a Blanket Order
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      17. Creating Quote Order
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    16. 10. Holding, Releasing, and Reviewing
      1. Introduction
      2. Setting up an Order Hold
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Releasing Held Orders
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. There's more...
        5. See also
      4. Blanket Order Release
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. There's more...
        5. See also
      5. Releasing Quote Orders
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. There's more...
        5. See also
      6. Customer Master Information
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. See also
      7. Customer Billing Information
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. There's more...
        5. See also
      8. Reviewing Sales Ledger Information
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. There's more...
        5. See also
      9. Sales Commission Information
        1. Getting ready
        2. How to do it....
        3. How it works...
        4. There's more...
        5. See also
    17. 11. Order Processing, Prepayments, and Invoicing
      1. Introduction
      2. Printing pick slips
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Setting up serial number processing
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Running shipment confirmations
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      5. Setting up bills of lading
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Printing delivery notes
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      7. Setting up prepayment processing
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Setting up authorized credit card transactions
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      9. Updating the transaction status
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      10. Creating an invoice cycle
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      11. Printing standard invoices
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    18. 12. Updating Prices, End of Day Processes, and Sales Returns
      1. Introduction
      2. Updating the base prices
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Updating prices for a customer
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Setting the end of day processing
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      5. Running the end of day processing
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Journal entry batch review and approval
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      7. Reviewing electronic mail for messages
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Returned material authorization
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      9. Interbranch and intercompany orders
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      10. Reposting orders
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      11. Setting up sales journal
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    19. 13. SCM Customizations
      1. Introduction
      2. Developing the stock analysis report
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more…
        5. See also
      3. Creating the sales invoice report
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Creating the purchase order report
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more…
        5. See also
      5. Reconciliation of the item ledger with the account ledger report
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
    20. A. The Supply Chain Business Process
      1. Introduction
      2. Supply Chain Management—As-Is process
        1. Customer order
        2. Sales order process
        3. Inter-organizational transfers
        4. Sales order returns
        5. Sales quotation
      3. Supply Chain Management—To-Be process
        1. To-Be simple process
      4. Inventory Management—To-Be process
        1. Branch/Plant address and search types
        2. Item master
          1. Item coding
            1. First identification—short number
            2. Second identification—product number
            3. Third identification—catalog number
        3. Costing level
          1. Average cost
          2. Costing method
      5. Procurement Management—To-Be process
        1. Purchase requisition
        2. Suppliers quotation processing
        3. Long term contract or blanket order
        4. Purchase order processing
        5. Purchase order approvals
        6. Electronic approval route
        7. Purchase order revisions
        8. Goods received note (GRN)
        9. Partial/full receipt
        10. Supplier prices
        11. Payable voucher
      6. Sales Order Management—To-Be process
        1. Direct ship sales
        2. Cash sales
        3. Order acceptance
        4. Sales quotation status
        5. Client sales contracts or blanket orders (XB)
        6. Sales hold order processing
        7. Confirm shipment
        8. Delivery note
        9. Invoice processing
        10. Customer credit memo
        11. Sales branch—internal sales transfer
        12. Product price
        13. Back order processing
        14. Sales update
      7. Supply chain standard reports