Setting up the document type
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
In this recipe, we will set up the procurement document type by setting up UDC 00/DT with the values that you use to indicate the document types to be used for procurement. For example, OP indicates a purchase order.
- To set up the document type, enter P0004A in the fast path Work With User Defined Codes application.
- Enter Product Code: 00 and User Defined Codes: DT, and then click on Add.
- Click on the Go to end button, as shown in the following screenshot, and then enter the Code and Description.
- Click on OK to save the document type.
When you enter a value in UDC 00/DT, the system identifies this as a document type. UDC (00/DT) also indicates the origin of the transaction. The EnterpriseOne system has reserved document type codes for vouchers, invoices, receipts, and time sheets, which create automatic offset entries during the post program. (These entries are not self-balancing when you originally enter them). These document types are defined by JD Edwards EnterpriseOne, and should not be changed. When you create an order detail line, the system verifies that the document type exists in UDC 40/CT, that the line type has an inventory interface of A, B, or C, and automatically creates commitments and encumbrances. When you want to define a new Order Type, you first need to set up the Order Type in UDC 00/ DT. After that, it is necessary to clear the server cache in order to use that document type in further set up activities.
These are predefined prefixes for document types, and these should not be changed:
- P: Accounts Payable documents
- R: Accounts Receivable documents
- T: Payroll documents
- I: Inventory documents
- O: Purchase Order documents
- J: General Ledger/Joint Interest billing documents
- S: Sales Order Processing documents
If you enter a document type, the system displays only the orders of the document type that you specify. You can create different versions that correspond to the different document types that you use.
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