Processing a Sales Transfer
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
Transfer Order functionality provides you with the ability to ship inventory between Branches/Plants inside the corporation in order to maintain accuracy of the on-hand inventory amount and quantity. In the Sales Transfer, you need to set up each branch as a customer in the Customer Master Revision Table and also need to set up the customer billing instructions of that branch.
You should create a new version of the Sales Order Entry program (P4210) by copying the Transfer Sales version ZJDE0007 to use for Sales Transfer Orders, and then set up the processing options.
- Select EnterpriseOne Menus | Order Management | Sales Order Management | Daily Sales Order Management Processing |S ales Order Processing, and then click on Transfers (P4210).
- On the Customer Service Inquiry form, click on Add.
- Enter the From Branch/Plant and To Branch/Plant.
- Enter the Order Date.
- Enter the Ordered Quantity.
- Enter the Unit of Measure.
- Enter the Item Number.
- Enter the Line Type.
- Enter the Requested Date.
When you create a Transfer Order, the system creates a purchase transfer, which includes the supplier in the To Branch/Plant, and which Branch/Plant ships the items. It creates a Sales Transfer for supplying Branch/Plant to the customer and creates the purchase transfer for the receiving branch/plant. You can create the transfer documents—that is, pick slips, delivery notes, or transfer invoices, which are essential to complete the transfer. The transfer transaction can be recorded by using the Inventory Transfers program (P4113) or the Sales Transfer Entry program (P4210) from Sales Order Management. When you create a Sales Transfer, the system decreases the inventory after confirming shipment or printing the invoice, depending upon your transfer system set-up. The requested branch will receive the inventory quantity during inventory receipt by putting the OT number in the Purchase Receipt program. The system processes the transfer order based on the Order Activity Rules set up for the document type and line type combination.
When you create a Transfer Order, the system stores the Transfer Order information in the following tables:
- Sales Order Header File table (F4201)
- Sales Order Detail File table (F4211)
- Purchase Order Header table (F4301)
- Purchase Order Detail File table (F4311)
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