Direct ship sales will be used to supply the material directly from the supplier to the customer (end-to-end), without updating the client stock. A purchase order will be created automatically from the direct ship sales order.

Cash sales will be used to sell products on a cash basis. No account receivables record will be created. Usually, one customer account will be created to process all cash sales orders. No approval process is required for the cash sales process.

After receiving the order acceptance from the customer, the sale quotation will be converted into contracts or directly into sales orders as per the requirements of the sales process. At this stage, the Sales team will forward the request to the Finance section to maintain all required price groups for the customer in the system.

JDE provides online information about the following quotation statuses by customer/products combination:

Blanket orders will be identified by separate document type of "XB" and a system-generated number. This feature will be used for long-term contracts with customers who request client product deliveries under the same contract. Based on each request, a sales order will be released from the contract. Alternatively, blanket orders can be used to prepare the current and future month delivery schedule and can then be forwarded to the customer. This will not affect the quantity commitment.

During sales order entry, the order will be on hold if any of the following are true:

It has been agreed that all credit sales will be held automatically and a workflow message will be sent to the general manager in order to release (approve) the orders. A hold code will not be implemented for cash sales. This process will be taken care of by the Finance team. It requires the set-up of hold codes along with the authorized person's employee number.

Shipment confirmation is the most critical process and needs to be re-engineered as follows:

It is suggested that the delivery note should be printed separately (not with the invoice) to register the number in the system for future reference However, this will be a choice of the client team.

An invoice will be printed for orders with items having the status "Shipment Confirmed". During this stage, the system will assign an account receivable record number. The invoice format must be developed as per the custom format.

It is suggested that the credit memo (CO) should be issued for invoice correction or cancellation or return sales. The credit memo can be entered directly into the system or it can be generated against the existing invoice (to be cancelled) in order to retrieve the same "sale price and cost". Both of these options will be set up for the user's convenience.

Inter-branch transfers can take place between all sales branches. It is suggested that the client use the JDE sale transfer program for this purpose, in order to maintain document controls. Quantities need to be released from the sender branch and these will be shown as "In transit" in the Item Availability (P41202) . The application receiver branch will update the transferred quantities.

The product price will be the base sales price or net discounted price as per the customer pricing groups. The existing pricing set-up (price groups) will be done in the JDE EnterpriseOne new system, with additional requirements. The net prices are calculated by the system (base price minus discount). However, if the discount details are required to be printed on the quotation then this needs to be reflected in a separate line type called a Discount line.

It is required to set up the item by warehouse or customer level. A back order will be created if the available quantity is not enough to meet the demand.

It is suggested that "End of Day Process" should be executed manually. It needs to be run frequently in order to get up-to-date AR and GL balances. It will be run by the Finance department, for orders with a status of confirm shipment.