Setting up contract/blanket orders
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
This recipe demonstrates setting up the Blanket Order activity rule and Blanket Order application Processing Options.
You should set up the order activity rule for Blanket Order in order to set up the processing options for the Blanket Order Entry application P4310.
- Set up the Order Activity Rule for Purchase Requisition via the G43A41 menu.
- Enter the Document Type for Blanket Order as OB, and the Line Type as S.
- Enter Order Activity for Blanket Order; the following screenshot shows the standard purchase requisition Order Activity Rule.
- Select Procurement and Subcontract Management | Daily Processing | Stock Based Purchasing | Purchase Order Processing, click the arrow next on Enter Blanket Order (P4310), and then select Values.
- Enter Order Type OB in the Order Type field in the Default tab that exists in the Document Type - All Documents (00/DT) UDC to specify the default value for the order type. The system populates the Order Type field of the Order Header form with this value.
- Enter Beginning Status 210 in the Default tab that exists in the Activity/Status Codes (40/AT) UDC, in order to specify the default value for the beginning status for the order. The value that you enter must be set up for the order type and the line type.
- On the Order Inquiry tab, enter 210 in the From Status Code field, and 999 in the Thru Status Code field.
When you set up the Processing Options for P4310 Enter Blanket Order, the system distinguishes a blanket order by its order type and the order activity rules. For example, when you work with a blanket order, you usually enter an order type of OB (Blanket Order). The system is working based on the document type, line types, activity rules, and status codes that you set up for requisition processing options. The system reads the set-up information from the processing options. On the Default tab, when you enter a Beginning Status of 210 the system will pick the Next Status from Order Activity Setup. On the Interface tab, you set the quantity update to 1, which indicates that when you enter the blanket order, the system will store the item quant ity on the Other OP field in the item location table for location item quantity in the Item Availability Inquiry.
You can use the Override Next Status field if you want to skip the status in the Order Activity table.
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