EOaSOM: различия между версиями

Материал из JD Edwards E1
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:: E1: 42: Tax in Sales (P4210 / P42101 / R42800 / P4008 / P0022 / AAI 4250 / RT AAI) (Doc ID 625478.1) [Updated: 05/29/2019]
 
:: E1: 42: Tax in Sales (P4210 / P42101 / R42800 / P4008 / P0022 / AAI 4250 / RT AAI) (Doc ID 625478.1) [Updated: 05/29/2019]
 
:: E1: 73: How to Flex the State into the 4250 (Tax Liability) DMAAI Account with Vertex (Doc ID 625568.1) [Updated: 07/11/2014]
 
:: E1: 73: How to Flex the State into the 4250 (Tax Liability) DMAAI Account with Vertex (Doc ID 625568.1) [Updated: 07/11/2014]
 
  
 
=== Advanced Cost Accounting (ACA) ===  
 
=== Advanced Cost Accounting (ACA) ===  
Строка 90: Строка 89:
 
:: How To Advanced Cost Account (ACA) Setup [Document 758634.1]
 
:: How To Advanced Cost Account (ACA) Setup [Document 758634.1]
 
:: How To Advanced Cost Account (ACA) Examples in Distribution [Document 625595.1]
 
:: How To Advanced Cost Account (ACA) Examples in Distribution [Document 625595.1]
 
  
 
=== Comp Product ===  
 
=== Comp Product ===  
Строка 97: Строка 95:
  
 
=== Setup ===  
 
=== Setup ===  
Setup |Cost/Price |Optional Setup
+
; Setup  
While setting up Sales, how the item's cost and price will be handled should also be considered.
+
: While setting up Sales, how the item's cost and price will be handled should also be considered.
 
 
 
:: E1: 40/41/42/43/45/49: Automatic Accounting Instructions for Distribution (AAI / DMAAI) [Video] (Doc ID 625475.1) [Updated: 09/16/2024]
 
:: E1: 40/41/42/43/45/49: Automatic Accounting Instructions for Distribution (AAI / DMAAI) [Video] (Doc ID 625475.1) [Updated: 09/16/2024]
 
:: E1: 40/41/42/43: Multi-Currency In Distribution (Doc ID 625458.1) [Updated: 06/18/2024]
 
:: E1: 40/41/42/43: Multi-Currency In Distribution (Doc ID 625458.1) [Updated: 06/18/2024]
Строка 116: Строка 113:
 
:: E1: 41: Lot Process Enhancements (P41001/P4100/P4100142/P41822/R410014) (Doc ID 779266.1) [Updated: 12/18/2013]
 
:: E1: 41: Lot Process Enhancements (P41001/P4100/P4100142/P41822/R410014) (Doc ID 779266.1) [Updated: 12/18/2013]
  
Cost/Price |Optional Setup
+
; Cost/Price  
While setting up Sales, how the item's cost and price will be handled should also be considered.
+
: While setting up Sales, how the item's cost and price will be handled should also be considered.
 
 
 
:: E1: 41: Weighted Average Cost (P4105/R41811/P4205/P4312/P4114/P4112) (Doc ID 625564.1) [Updated: 03/26/2024]
 
:: E1: 41: Weighted Average Cost (P4105/R41811/P4205/P4312/P4114/P4112) (Doc ID 625564.1) [Updated: 03/26/2024]
 
:: E1: 41: Base Pricing Overview (P4106/P4210/P42101/P4101) (Doc ID 625717.1) [Updated: 09/25/2023]
 
:: E1: 41: Base Pricing Overview (P4106/P4210/P42101/P4101) (Doc ID 625717.1) [Updated: 09/25/2023]
Строка 131: Строка 127:
 
:: E1: 41: Comparison of Base Pricing, Standard Pricing, and Advanced Pricing (P4106/P4271/P4072/P4074/P4210) (Doc ID 625607.1) [Updated: 03/22/2018]
 
:: E1: 41: Comparison of Base Pricing, Standard Pricing, and Advanced Pricing (P4106/P4271/P4072/P4074/P4210) (Doc ID 625607.1) [Updated: 03/22/2018]
  
Optional Setup
+
; Optional Setup
Here are some additional considerations to fine tune the Sales Processing for your company.
+
: Here are some additional considerations to fine tune the Sales Processing for your company.
 
 
 
:: E1: 42: Commissions in Sales (P42460/P42110/P42100/P42120/P4210/P42101/R42800) (Doc ID 625496.1) [Updated: 03/28/2024]
 
:: E1: 42: Commissions in Sales (P42460/P42110/P42100/P42120/P4210/P42101/R42800) (Doc ID 625496.1) [Updated: 03/28/2024]
 
:: E1: 42: Commissions in Sales FAQ (P42460/P42110/P42100/P42120/P4210/R42800) (Doc ID 1491642.1) [Updated: 09/20/2021]
 
:: E1: 42: Commissions in Sales FAQ (P42460/P42110/P42100/P42120/P4210/R42800) (Doc ID 1491642.1) [Updated: 09/20/2021]
Строка 147: Строка 142:
 
=== Hold Code ===  
 
=== Hold Code ===  
 
Hold codes can be applied at time of Sales Order Entry to assist with checks and balances on the orders entered.
 
Hold codes can be applied at time of Sales Order Entry to assist with checks and balances on the orders entered.
 
 
:: E1: 42: Credit Checking in Sales (Doc ID 2319760.2) [Updated: 02/12/2024]
 
:: E1: 42: Credit Checking in Sales (Doc ID 2319760.2) [Updated: 02/12/2024]
 
:: E1: 42: Holds in Sales Orders FAQ (P4210/P42101/P43070/P42995) (Doc ID 950782.1) [Updated: 05/26/2022]
 
:: E1: 42: Holds in Sales Orders FAQ (P4210/P42101/P43070/P42995) (Doc ID 950782.1) [Updated: 05/26/2022]
Строка 156: Строка 150:
 
:: E1: 42: Frequently Asked Questions on Sales Order Hold (P43070) (Doc ID 2386879.1) [Updated: 05/01/2018]
 
:: E1: 42: Frequently Asked Questions on Sales Order Hold (P43070) (Doc ID 2386879.1) [Updated: 05/01/2018]
 
:: E1: 42: Understanding Credit Check Inquiry Screen and Troubleshooting Credit Hold Code Application (P42050/P4210/P42101) (Doc ID 1590165.1) [Updated: 10/20/2017]
 
:: E1: 42: Understanding Credit Check Inquiry Screen and Troubleshooting Credit Hold Code Application (P42050/P4210/P42101) (Doc ID 1590165.1) [Updated: 10/20/2017]
 
  
 
=== Inventory Commitments ===  
 
=== Inventory Commitments ===  
 
Another key area of consideration is to determine how the inventory commitments will be tracked in the system
 
Another key area of consideration is to determine how the inventory commitments will be tracked in the system
 
 
:: E1: 42: Inventory Commitment Preference Basic and Advanced Profiles (P40306/P4210/P42101/R42520/R42565/R42530/R40211Z/R42997/P4071/P4072) (Doc ID 1641298.1) [Updated: 02/01/2023]
 
:: E1: 42: Inventory Commitment Preference Basic and Advanced Profiles (P40306/P4210/P42101/R42520/R42565/R42530/R40211Z/R42997/P4071/P4072) (Doc ID 1641298.1) [Updated: 02/01/2023]
 
:: E1: 42: Backorders in Sales FAQ (R42118/P42117/P4210/P42101/P4205) [Video] (Doc ID 763476.2) [Updated: 06/02/2022]
 
:: E1: 42: Backorders in Sales FAQ (R42118/P42117/P4210/P42101/P4205) [Video] (Doc ID 763476.2) [Updated: 06/02/2022]
Строка 177: Строка 169:
 
=== Kits ===  
 
=== Kits ===  
 
A kit is a collection of inventory items, referred to as components, which are associated to a parent item. Grouping these items together make order entry more efficient.
 
A kit is a collection of inventory items, referred to as components, which are associated to a parent item. Grouping these items together make order entry more efficient.
 
 
:: E1: 42: Ship Confirmation with Kits in Releases Beginning with 9.0 (P4205/P42117/R42118/P4210/P42101) (Doc ID 1194565.1) [Updated: 08/30/2023]
 
:: E1: 42: Ship Confirmation with Kits in Releases Beginning with 9.0 (P4205/P42117/R42118/P4210/P42101) (Doc ID 1194565.1) [Updated: 08/30/2023]
 
:: E1: 42: Kit Processing Overview (P4210/P42101/P3002/P4004Z/P41351) (Doc ID 625682.1) [Updated: 12/13/2022]
 
:: E1: 42: Kit Processing Overview (P4210/P42101/P3002/P4004Z/P41351) (Doc ID 625682.1) [Updated: 12/13/2022]
Строка 183: Строка 174:
 
:: E1: 42: Case Study – Consequences of Breaking Kit Integrity (Doc ID 2335904.1) [Updated: 02/10/2020]
 
:: E1: 42: Case Study – Consequences of Breaking Kit Integrity (Doc ID 2335904.1) [Updated: 02/10/2020]
 
:: E1: 42: Kit Processing FAQ (P4210/P42101/P3002/P4004Z/P41351) (Doc ID 1305524.1) [Updated: 06/07/2019]
 
:: E1: 42: Kit Processing FAQ (P4210/P42101/P3002/P4004Z/P41351) (Doc ID 1305524.1) [Updated: 06/07/2019]
 
  
 
=== Proposal Generation ===  
 
=== Proposal Generation ===  
 
:: E1: 42: Sales Proposal Generation (P90CA242/P90CA24) (Doc ID 759125.1) [Updated: 09/03/2023]
 
:: E1: 42: Sales Proposal Generation (P90CA242/P90CA24) (Doc ID 759125.1) [Updated: 09/03/2023]
 
  
 
=== Reports ===  
 
=== Reports ===  
 
There are many reports in Sales, but this is some additional information on highly used reports.
 
There are many reports in Sales, but this is some additional information on highly used reports.
 
 
:: E1: 42: Print Pick Slips (R42520) FAQ (Doc ID 1225303.1) [Updated: 02/28/2023]
 
:: E1: 42: Print Pick Slips (R42520) FAQ (Doc ID 1225303.1) [Updated: 02/28/2023]
 
:: E1: 40: One View Reporting Applications in Distribution (Doc ID 1496298.1) [Updated: 04/25/2022]
 
:: E1: 40: One View Reporting Applications in Distribution (Doc ID 1496298.1) [Updated: 04/25/2022]
Строка 197: Строка 185:
 
:: E1: 42: Sales Reports Bulletin (R42522/R42530/R42535/R42640/R42632) (Doc ID 1363665.1) [Updated: 07/08/2019]
 
:: E1: 42: Sales Reports Bulletin (R42522/R42530/R42535/R42640/R42632) (Doc ID 1363665.1) [Updated: 07/08/2019]
 
:: E1: 42: Repost Active Sales Orders (R42995) FAQ (Doc ID 2370754.1) [Updated: 05/31/2019]
 
:: E1: 42: Repost Active Sales Orders (R42995) FAQ (Doc ID 2370754.1) [Updated: 05/31/2019]
 
  
 
=== Tables ===  
 
=== Tables ===  
 
Additional information on some common Sales tables.
 
Additional information on some common Sales tables.
 
 
:: E1: 42: Fields SO01-SO20 in the Sales Order Detail file (P4210/P42101/R42565/F4211/F49211) (Doc ID 1268884.1) [Updated: 01/02/2024]
 
:: E1: 42: Fields SO01-SO20 in the Sales Order Detail file (P4210/P42101/R42565/F4211/F49211) (Doc ID 1268884.1) [Updated: 01/02/2024]
 
:: E1: 41: F4115: Item History FAQ (F4115/P4115/P43230/P40040) (Doc ID 1338022.1) [Updated: 07/15/2019]
 
:: E1: 41: F4115: Item History FAQ (F4115/P4115/P43230/P40040) (Doc ID 1338022.1) [Updated: 07/15/2019]
 
:: E1: 43/42: Frequently Asked Questions About User Reserved Fields in E1 Distribution (Doc ID 638621.1) [Updated: 02/01/2019]
 
:: E1: 43/42: Frequently Asked Questions About User Reserved Fields in E1 Distribution (Doc ID 638621.1) [Updated: 02/01/2019]
 
:: E1: 42: Audit Information in Sales Order Processing (P4210/P42101/P4205/P42117) (Doc ID 1083571.1) [Updated: 04/24/2014]
 
:: E1: 42: Audit Information in Sales Order Processing (P4210/P42101/P4205/P42117) (Doc ID 1083571.1) [Updated: 04/24/2014]
 
  
 
=== Workflow ===  
 
=== Workflow ===  
 
Workflow is used to send internal emails in response to certain actions in Sales.
 
Workflow is used to send internal emails in response to certain actions in Sales.
 
 
:: E1: 42: Workflow in Sales Module (P98860/P43070/P42090/P42117) [Document 625663.1]
 
:: E1: 42: Workflow in Sales Module (P98860/P43070/P42090/P42117) [Document 625663.1]
 
:: E1: 42: Workflow in Sales Module FAQ (P4210/P98860/P43070) [Document 2375278.1]
 
:: E1: 42: Workflow in Sales Module FAQ (P4210/P98860/P43070) [Document 2375278.1]

Версия 09:54, 29 октября 2024

Order Entry

Sales Order Entry (P4210/P42101)
Sales Order Entry (SOE) is the first step in the Sales Process.
E1: 42: Basic and Advanced Preference Profile Overview and Setup (Doc ID 1665439.2) [Updated: 01/31/2024]
E1: 42: Sales Order Entry FAQ (P4210/P42101) (Doc ID 1275472.2) [Updated: 06/02/2022]
E1: 41: Unit of Measure Conversion (P41002/P41003) (Doc ID 2102783.2) [Updated: 04/21/2022]
E1: 42: Ship Confirm (P4205) (Doc ID 2099073.2) [Updated: 04/05/2022]
E1: 42/43: Transfer Order (ST/OT) (Doc ID 2094796.2) [Updated: 03/25/2022]
E1: 42: Understanding Customer Service Sales Order Entry (P42101) in EnterpriseOne (Doc ID 647845.1) [Updated: 07/14/2021]
E1: 42: Sales Order Templates (P4210, P4015, P42101) [Video] (Doc ID 1479659.1) [Updated: 01/14/2020]
E1: 42: Common Warnings and Errors in Sales Order Entry (P4210/P42101/R47011) (Doc ID 1522868.1) [Updated: 05/29/2019]
E1: 42: Case Study – Restricting the Sale of Prohibited Items (Doc ID 2210855.1) [Updated: 02/01/2019]
E1: 42/43: P40HDR: Automatically Default Fields from the Header to Detail in Order Entry (P40HDR/P4210/P4310) (Doc ID 1095199.1) [Updated: 01/31/2019]
E1: FIN: Customer/Supplier Information Hover Forms Displays Error When Search Type Is Not C or V (P03B700, P04700) (Doc ID 1518323.1) [Updated: 01/31/2019]
E1: 42: Sales Order Header Default Information (P4210/P42101) (Doc ID 987767.1) [Updated: 11/13/2018]
E1: 42: Best Practices for Preventing Sales Orders from Being Created or Restrict Updates and Creations (Doc ID 1494904.1) [Updated: 02/09/2016]
Alternate SO Entry Methods
In addition to Sales Orders, other order types can be created to meet your business needs.
E1: 42: Credit Orders and Credit Orders from History (P42025/P4210) (Doc ID 625471.1) [Updated: 08/30/2023]
E1: 42: Creating Sales Orders from Quote Orders FAQs (Doc ID 2229497.1) [Updated: 03/08/2023]
E1: 42/43/17: Return Material Authorization (RMA) (P40052/P42025/P400502R400510/P4210/P4310) (Doc ID 625416.1) [Updated: 02/17/2023]
E1: 42: Recurring Orders (R40211Z/P4210/P4004Z) (Doc ID 625396.1) [Updated: 01/26/2023]
E1: 42: Direct Ship Orders SD/OD (P4210/P4310/P4312) (Doc ID 625588.1) [Updated: 10/20/2022]
E1: 42: Sales Order Interbranch Processing (P4210/P42101/R42800) (Doc ID 1135083.1) [Updated: 04/21/2022]
E1: 42/43: Transfer Order (ST/OT) (Doc ID 2094796.2) [Updated: 03/25/2022]
E1: 42: Sales Order Intercompany Processing (P4210/P4205/R4210IC/R42800) (Doc ID 2100052.2) [Updated: 03/25/2022]
E1: 45: Ship and Debit (Doc ID 625583.1) [Updated: 01/28/2021]
E1: 42: How to Create Sales Orders from Blanket Orders (P4210/P42101/P420111) (Doc ID 625581.1) [Updated: 10/22/2020]
E1: 42: Credit Orders From History FAQs (Doc ID 2237745.1) [Updated: 10/16/2020]
E1: 42: Creating Sales Orders from Blanket Orders FAQs (Doc ID 2229956.1) [Updated: 08/20/2019]
E1: 42: Consignment Sales (Doc ID 625644.1) [Updated: 02/27/2018]
E1: 42: Sales Order Intercompany Processing (P4210/P4205/R4210IC/R42800) (Doc ID 625492.1) [Updated: 02/02/2016]

Shipment Confirmation (P4205)

The second step in the Sales Process is to confirm the shipment of inventory out of the warehouse.

E1: 42: Ship Confirm FAQ (P4205) (Doc ID 1466928.1) [Updated: 07/03/2023]
E1: 42: Ship Confirm Batch Application (R42500/R47500/P4205) (Doc ID 625613.1) [Updated: 06/22/2023]
E1: 42: Ship Confirm (P4205) (Doc ID 2099073.2) [Updated: 04/05/2022]
E1: 42: 9.2 Enhancement - Retaining Ownership of Inventory While In Transit (Doc ID 2246772.1) [Updated: 12/15/2020]
E1: 42: How to Add a Freight Line in Sales without Transportation (Doc ID 1439437.1) [Updated: 05/29/2019]
E1: 41: Potential Causes of a Sales Order Detail Line Producing a Zero Balance Adjustment Error (41010) (Doc ID 1931332.1) [Updated: 05/02/2019]

Invoice Print (R42565)

Printing the correct invoice to send to the customer is a very important step.

E1: 42: Cycle Billing (R49700/R42565/R42800) (Doc ID 625489.1) [Updated: 09/05/2023]
E1: 42: How Invoice Print Works and How to Recover if it Does Not Complete Successfully (R42565) (Doc ID 625567.1) [Updated: 11/15/2022]
E1: 42: R42565: Print Invoices UBE FAQ [Video] (Doc ID 1264795.1) [Updated: 04/21/2022]
E1: 42: Subsystem Print Invoice (R42565|ZJDE0002) in Shipment Confirmation (P4205) FAQ (Doc ID 983989.1) [Updated: 05/29/2019]
E1: 42: Impact of Tax Rules Setup on Display of Tax Information on Print Invoices (R42565) (Doc ID 655651.1) [Updated: 03/29/2019]
E1: 42: Who's Who Mailing Name in Print Invoices (R42565) (Doc ID 655509.1) [Updated: 12/22/2014]

Sales Update (R42800)

This is the end of day process that creates journal entries to A/R for all orders and relieves inventory if the order was not originally Ship Confirmed.

E1: 42: Sales Update (R42800) (Doc ID 2278750.2) [Updated: 11/04/2022]
E1: 42: Flexible Accounting for Distribution (R42800/P4112/P4113/P4114/P4312/P4314/P43291/P40296) (Doc ID 756543.1) [Updated: 04/05/2022]
E1: 41: Zero Balance Adjustments (Doc ID 625466.1) [Updated: 03/11/2022]
E1: 42: Sales Update FAQ (R42800) (Doc ID 1401653.1) [Updated: 02/02/2022]
E1: 45: Sales Update (R42800) Soft Rounding with Advanced Pricing Adjustments Done to Match Net Price of Invoice (Doc ID 2329331.1) [Updated: 09/03/2020]
E1: 42: Sales Update (R42800) Creates Zero Balance Adjustment General Ledger Entries (F0911) for All Cost Methods (Doc ID 2640788.1) [Updated: 02/26/2020]
E1: 42: Troubleshooting Issues with Sales Update (R42800) (Doc ID 1905866.1) [Updated: 05/08/2019]
E1: 42: Sales Update (R42800) Transaction Processing in 8.10 and Higher (Doc ID 965301.1) [Updated: 02/01/2019]
E1: 42: How To Improve Sales Update (R42800) Performance (Doc ID 625612.1) [Updated: 06/07/2018]

Preferences

Preferences can be used to default a variety values into a Sales Order based on a Customer and/or Item combinations. Groups can also be used.

E1: 42: Basic and Advanced Preference Profile Overview and Setup (Doc ID 1665439.2) [Updated: 01/31/2024]
E1: 42: Print Messages Preference (P40305/P40162) (Doc ID 625434.1) [Updated: 09/01/2023]
E1: 42: Ship Ascending Dates Advanced Lot Preference (R42520/P4205/P4239/P4070/P4071/P4072/P4210/P42101) (Doc ID 625705.1) [Updated: 08/30/2023]
E1: 42: Inventory Commitment Preference Basic and Advanced Profiles (P40306/P4210/P42101/R42520/R42565/R42530/R40211Z/R42997/P4071/P4072) (Doc ID 1641298.1) [Updated: 02/01/2023]
E1: 45: File Cannot Be Accessed Error 3143 With Order Detail Preference Type 02 (Doc ID 1469772.1) [Updated: 07/29/2022]
E1: 41: Unit of Measure Conversion (P41002/P41003) (Doc ID 2102783.2) [Updated: 04/21/2022]
E1: 42: Sale Price Based on Date Advanced Preference (P4106/P4070/P4071/P4072/P4210/P42101) (Doc ID 625695.1) [Updated: 10/12/2020]
E1: 49: Transportation Preferences (P40330/P40331/P40332/P40333/P40334) (Doc ID 625620.1) [Updated: 04/23/2020]
E1: 42: Protecting Customer Allocations During a New Product Launch (Doc ID 1935731.1) [Updated: 03/13/2017]
E1: 42: Payment Terms Basic Preference Profile (P40301/P40338/P40070/P40073) (Doc ID 1673266.1) [Updated: 05/16/2014]

Taxes

Taxes can be handled directly within the EnterpriseOne software or with a third party software by Vertex.

E1: 73: Vertex O Series Integration with JD Edwards EnterpriseOne (Doc ID 1413867.1) [Updated: 01/10/2023]
E1: 73: Understanding the Vertex Sales Tax Q Series Interface (Doc ID 625447.1) [Updated: 01/14/2022]
E1: 73: Understanding the Vertex Tax Decision Maker (TDM) (Doc ID 625548.1) [Updated: 08/25/2021]
E1: 42: Line Types in Sales FAQ (Doc ID 2259970.1) [Updated: 02/25/2021]
E1: 42: Tax in Sales (P4210 / P42101 / R42800 / P4008 / P0022 / AAI 4250 / RT AAI) (Doc ID 625478.1) [Updated: 05/29/2019]
E1: 73: How to Flex the State into the 4250 (Tax Liability) DMAAI Account with Vertex (Doc ID 625568.1) [Updated: 07/11/2014]

Advanced Cost Accounting (ACA)

Flexible Accounting for Distribution [Document 756543.1]
How To Advanced Cost Account (ACA) Setup [Document 758634.1]
How To Advanced Cost Account (ACA) Examples in Distribution [Document 625595.1]

Comp Product

These are documents about additional system codes that interact with Sales.

E1: 42W: Auto Fulfillment Load Balancing (R4277711, R4277701) [Document 2298228.1]

Setup

Setup
While setting up Sales, how the item's cost and price will be handled should also be considered.
E1: 40/41/42/43/45/49: Automatic Accounting Instructions for Distribution (AAI / DMAAI) [Video] (Doc ID 625475.1) [Updated: 09/16/2024]
E1: 40/41/42/43: Multi-Currency In Distribution (Doc ID 625458.1) [Updated: 06/18/2024]
E1: 40: Order Activity Rules (P40204) (Doc ID 625485.1) [Updated: 05/04/2023]
E1: 41: How to Make a Branch Plant Inactive (P41001) (Doc ID 657165.1) [Updated: 04/25/2023]
E1: 41: Dual Unit of Measure (P4101, P4310, R41411, R41610, R41413) (Doc ID 625673.1) [Updated: 09/03/2022]
E1: 42: Best Practice Recommendations for Sales Order Entry (P4210/P42101/R42520/R42997) (Doc ID 646428.1) [Updated: 05/13/2022]
E1: 40/41: Overview of Stocking Types in EnterpriseOne (Doc ID 791175.1) [Updated: 04/27/2022]
E1: 40: Branch Plant Constants (P41001) (Doc ID 658108.1) [Updated: 04/21/2022]
E1: 41: How to Create Item Master and Item Branch Plant Records Using Interoperability (R4101Z1I/P4101Z1/F4101/F4102/F4101Z1) (Doc ID 625451.1) [Updated: 04/05/2022]
E1: 40: How To Setup A Branch Plant (Doc ID 625590.1) [Updated: 03/16/2022]
E1: 42: Item Cross Reference FAQ (P41026/P4104/P4210/P42101/P4310) (Doc ID 2363953.1) [Updated: 03/15/2021]
E1: 42: Line Types in Sales FAQ (Doc ID 2259970.1) [Updated: 02/25/2021]
E1: 42/43: Setting Up and Adding a New Document Type in Distribution (Doc ID 1568134.1) [Updated: 05/29/2019]
E1: 42: Sales of Non-Inventory Items (P4312/P4314/R42800/P4101) (Doc ID 643418.1) [Updated: 11/29/2018]
E1: 41: Lot Process Enhancements (P41001/P4100/P4100142/P41822/R410014) (Doc ID 779266.1) [Updated: 12/18/2013]
Cost/Price
While setting up Sales, how the item's cost and price will be handled should also be considered.
E1: 41: Weighted Average Cost (P4105/R41811/P4205/P4312/P4114/P4112) (Doc ID 625564.1) [Updated: 03/26/2024]
E1: 41: Base Pricing Overview (P4106/P4210/P42101/P4101) (Doc ID 625717.1) [Updated: 09/25/2023]
E1: 41: Base Price and Cost FAQ (P4105/P4106/P4210/P4310) (Doc ID 1305443.2) [Updated: 06/02/2022]
E1: 45: Sales Order Batch Price/Cost Update (R42950) FAQ (Doc ID 1464164.2) [Updated: 06/02/2022]
E1: 41: Costs in Distribution (P4105/P4210/P42101/P4310/P4312/P4314) (Doc ID 625596.1) [Updated: 04/05/2022]
E1: 45: Update Sales Price / Cost / Exchange Rate (R42950) (Doc ID 625619.1) [Updated: 04/08/2020]
E1: 42: Best Practices on Creating a Document with Zero Price for All Order Lines (Doc ID 1399619.1) [Updated: 02/05/2020]
E1: 42: Troubleshooting "No Base Price in Effect" (2394) Errors In Sales Order Entry (P4210/P42101/P4106) (Doc ID 625592.1) [Updated: 05/29/2019]
E1: 42: How to Add a Freight Line in Sales without Transportation (Doc ID 1439437.1) [Updated: 05/29/2019]
E1: 42: Standard Pricing Overview and Setup (P4106/R42950/P4210/P42101/P4271) (Doc ID 625608.1) [Updated: 04/06/2018]
E1: 41: Comparison of Base Pricing, Standard Pricing, and Advanced Pricing (P4106/P4271/P4072/P4074/P4210) (Doc ID 625607.1) [Updated: 03/22/2018]
Optional Setup
Here are some additional considerations to fine tune the Sales Processing for your company.
E1: 42: Commissions in Sales (P42460/P42110/P42100/P42120/P4210/P42101/R42800) (Doc ID 625496.1) [Updated: 03/28/2024]
E1: 42: Commissions in Sales FAQ (P42460/P42110/P42100/P42120/P4210/R42800) (Doc ID 1491642.1) [Updated: 09/20/2021]
E1: 41: Grade and Potency (Doc ID 625714.1) [Updated: 08/12/2021]
E1: 42: Date Sensitive Customer Sets (P4210/P42101/R42565/R0018I1) (Doc ID 625649.1) [Updated: 12/08/2020]
E1: 42: Prepayments in Sales Order Processing FAQ (P4210/P42101/R42800/P004201/R004201/R004202/R03B671) (Doc ID 2373832.1) [Updated: 01/14/2020]
E1: 42: Setup of the Parent Child Customer Relationship (Doc ID 625462.1) [Updated: 07/25/2019]
E1: 42: Selling Lot Controlled Items by the Case (P4210/R42520/R42997/P4205/P4108/P41202) (Doc ID 1489890.1) [Updated: 05/29/2019]
E1: 42: Prepayment in Sales Order Processing (P4210/P42101/R42800/P004201/R004201/R004202/R03B671) (Doc ID 625528.1) [Updated: 03/14/2018]
E1: 42: Customer Segment Based Selling (P42440/R42441/R42442/P4210) (Doc ID 625680.1) [Updated: 12/18/2013]
E1: 42: Date Sensitive Customer Master Category Codes (Doc ID 625713.1) [Updated: 12/18/2013]

Hold Code

Hold codes can be applied at time of Sales Order Entry to assist with checks and balances on the orders entered.

E1: 42: Credit Checking in Sales (Doc ID 2319760.2) [Updated: 02/12/2024]
E1: 42: Holds in Sales Orders FAQ (P4210/P42101/P43070/P42995) (Doc ID 950782.1) [Updated: 05/26/2022]
E1: 42: Holds in Sales (P4210/P42090/P43070/R42642) (Doc ID 1904909.1) [Updated: 04/21/2022]
E1: 42: Minimum and Maximum Order Value Holds (P4210/P03013/P42090/P42070) (Doc ID 625677.1) [Updated: 09/08/2021]
E1: 42: Margin Holds (P42090/P4210) (Doc ID 625477.1) [Updated: 05/20/2021]
E1: 42: Common Errors Around Sales Order Holds (Doc ID 1904957.1) [Updated: 05/29/2019]
E1: 42: Frequently Asked Questions on Sales Order Hold (P43070) (Doc ID 2386879.1) [Updated: 05/01/2018]
E1: 42: Understanding Credit Check Inquiry Screen and Troubleshooting Credit Hold Code Application (P42050/P4210/P42101) (Doc ID 1590165.1) [Updated: 10/20/2017]

Inventory Commitments

Another key area of consideration is to determine how the inventory commitments will be tracked in the system

E1: 42: Inventory Commitment Preference Basic and Advanced Profiles (P40306/P4210/P42101/R42520/R42565/R42530/R40211Z/R42997/P4071/P4072) (Doc ID 1641298.1) [Updated: 02/01/2023]
E1: 42: Backorders in Sales FAQ (R42118/P42117/P4210/P42101/P4205) [Video] (Doc ID 763476.2) [Updated: 06/02/2022]
E1: 42: Refresh Inventory Commitments (R42990) (Doc ID 2230896.1) [Updated: 04/21/2022]
E1: 42: Item Cross Reference Application (P41026/P4104/P4210/P42101/P4310) (Doc ID 625503.1) [Updated: 04/21/2022]
E1: 41: Preventing Negative on Hand Inventory (Doc ID 1339710.1) [Updated: 03/17/2022]
E1: 42: Item Cross Reference FAQ (P41026/P4104/P4210/P42101/P4310) (Doc ID 2363953.1) [Updated: 03/15/2021]
E1: 42: 9.2 Enhancement - Retaining Ownership of Inventory While In Transit (Doc ID 2246772.1) [Updated: 12/15/2020]
E1: 42: Inventory Commitments In Sales FAQ (R42995/P4210/P42101/R42118/P42117/R42520) (Doc ID 1481285.1) [Updated: 07/22/2020]
E1: 41: FAQ Obsolete Items - Stocking Types U and O (Inactive Item) (Doc ID 625463.1) [Updated: 01/09/2020]
E1: 42: Inventory Commitments In Sales (R42995/P4210/P42101/R42118/P42117/R42520) (Doc ID 625559.1) [Updated: 05/29/2019]
E1: 42: Backorders in Sales (R42118/P42117/P4210/P42101/P4205) (Doc ID 2369540.1) [Updated: 05/31/2018]
E1: 42: Inventory Availability Checking with the Inventory Commitment Preference (P41026/P4210/R42520) (Doc ID 647834.1) [Updated: 04/02/2018]
E1: 42: Inventory Commitments in Backorder Release Process (R42118/P42117) (Doc ID 655650.1) [Updated: 02/28/2018]

Kits

A kit is a collection of inventory items, referred to as components, which are associated to a parent item. Grouping these items together make order entry more efficient.

E1: 42: Ship Confirmation with Kits in Releases Beginning with 9.0 (P4205/P42117/R42118/P4210/P42101) (Doc ID 1194565.1) [Updated: 08/30/2023]
E1: 42: Kit Processing Overview (P4210/P42101/P3002/P4004Z/P41351) (Doc ID 625682.1) [Updated: 12/13/2022]
E1: 42: Backorders with Kits in Release 9.0 and Higher (R42118/P42117/P4210/P42101/P4205) [Video] (Doc ID 963809.1) [Updated: 06/09/2021]
E1: 42: Case Study – Consequences of Breaking Kit Integrity (Doc ID 2335904.1) [Updated: 02/10/2020]
E1: 42: Kit Processing FAQ (P4210/P42101/P3002/P4004Z/P41351) (Doc ID 1305524.1) [Updated: 06/07/2019]

Proposal Generation

E1: 42: Sales Proposal Generation (P90CA242/P90CA24) (Doc ID 759125.1) [Updated: 09/03/2023]

Reports

There are many reports in Sales, but this is some additional information on highly used reports.

E1: 42: Print Pick Slips (R42520) FAQ (Doc ID 1225303.1) [Updated: 02/28/2023]
E1: 40: One View Reporting Applications in Distribution (Doc ID 1496298.1) [Updated: 04/25/2022]
E1: 42: Repost Active Sales Orders (R42995) (Doc ID 625504.1) [Updated: 04/05/2022]
E1: 42: Sales Reports Bulletin (R42522/R42530/R42535/R42640/R42632) (Doc ID 1363665.1) [Updated: 07/08/2019]
E1: 42: Repost Active Sales Orders (R42995) FAQ (Doc ID 2370754.1) [Updated: 05/31/2019]

Tables

Additional information on some common Sales tables.

E1: 42: Fields SO01-SO20 in the Sales Order Detail file (P4210/P42101/R42565/F4211/F49211) (Doc ID 1268884.1) [Updated: 01/02/2024]
E1: 41: F4115: Item History FAQ (F4115/P4115/P43230/P40040) (Doc ID 1338022.1) [Updated: 07/15/2019]
E1: 43/42: Frequently Asked Questions About User Reserved Fields in E1 Distribution (Doc ID 638621.1) [Updated: 02/01/2019]
E1: 42: Audit Information in Sales Order Processing (P4210/P42101/P4205/P42117) (Doc ID 1083571.1) [Updated: 04/24/2014]

Workflow

Workflow is used to send internal emails in response to certain actions in Sales.

E1: 42: Workflow in Sales Module (P98860/P43070/P42090/P42117) [Document 625663.1]
E1: 42: Workflow in Sales Module FAQ (P4210/P98860/P43070) [Document 2375278.1]
E1: WRKFLW: Workflow Escalation using Send Message Extended (Action Message Task) [Document 655845.1]
E1: WRKFLW: Workflow Escalation Programmer's Guide [Document 626626.1]
E1: WRKFLW: External Mail Setup for Releases Xe and ERP 8.0 [Document 1206854.1]
E1: WRKFLW: External Mail Setup for Releases 8.9 and Later [Document 1206873.1]
E1: 42: FAQ: SendMessage (E-Mail) in Sales (P4210/P42101 and P42070) [Document 2200429.1]