Customer Billing Information
by Kashif Rasheed
Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook
- Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook
- Oracle JD Edwards EnterpriseOne 9.0: Supply Chain Management Cookbook
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Inventory Management
- 2. 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
- 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
- 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
- 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
- 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
- 8. 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
- 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
- 11. 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
- 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
- A. The Supply Chain Business Process
Customer Billing Information provides you with additional customer information—what are the exact features and processes you require for individual customers.
You should create Customer Address Book Information in order to set up the Customer Billing Information of individual customers.
- Access the Customer Master Revision menu (G4221) from Fast Path and then click on Customer Master Revision. Next, from the Form menu, click on the Customer Billing Information:
- Select the Backorders Allowed checkbox, if you want to activate the Back Order process.
- Select the Substitutes Allowed checkbox, if you want to activate the Substitute Items.
- Select the Partial Shipments Allowed checkbox, if you want to use the partial shipment process.
- Select the Customer PO Required checkbox, if a PO is necessary, as per business needs.
- Select the Delivery Note checkbox, if you require the printing of a delivery note for the customer.
- Select the Invoice Consolidation checkbox, if you require printing of the consolidated invoice for that customer.
When you set up the advance options in the customer billing instructions, the system activates the option based on the customer billing instructions that were set up. That is, if you activated the Consolidated Invoice printing or you activated the Delivery Order printing, you should set up the order activity rule for that order type, and also set up the processing option of P4210 program. Then, the system will print the Delivery Note and/or Consolidated Invoice based on the Customer Billing Information. The address number can also be set up for the invoice to use Sold-To Address or the Ship-To Address. When you enter a sales order, the system retrieves the receivable information—that i s, the Tax Explanation code and Rate Areas—from the F03012 table. When you enter direct shipping, transfer orders or sales orders with contradictory Sold-To and Ship-To addresses, the system gets the Tax Explanation Code from the Sold-To Address and the Tax Rate/Area from the Ship-To Address, based on the system set-up.
The system gets additional accounts receivable information, such as the Billing Address Type (Sold-To, Ship-To, or together), Credit Information, and invoice copies, based on the set-up of the Customer Billing Instructions.
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