EOaSOM

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

Show Less Setup |Cost/Price |Optional 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 |Optional Setup 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]