jde advanced preferences march 9th 2011 otv2

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Advanced Preferences in JD Edwards EnterpriseOne

Oliver Then Sales Consultant North America Applications March 9th 2011

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Why

Advanced Preferences

What


Where

is it in the System?

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• Used to override default information for specific

sales order detail lines based on specific

customer and item combinations.


• Information defaulted from the F4101, F4102,

F03012, and/or Data Dictionary.

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• Preferences are best used when there are

consistent business requirements that differ

from the default values for the Sales Order

Management system.

• They should not be used for occasional

variances in business practices.

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Developed to provide the capability of preference functionality to work with complex Item Groups

and complex Customer Groups.


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• Same Setup Applications as in Advanced Pricing.


• New processing options specify whether

P4070 P4071 P4072

are running in Pricing or Preference mode.

• The Preference Values Definition (F40711) table

determines what fields are returned and what

additional driver fields are available for each

preference.

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Why


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Type of Advanced Preferences

• Payment Terms

• Pricing Unit of Measure

• Revenue Business Unit

• End Use

• Inventory Commitment Preferences

• Product Allocations

• Grate and Potency

• Delivery Date

• Order Preparation Days

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Type of Advanced Preferences

• Line of Business

• User Defined Price Codes

• Price Adjustment Schedule

• Pricing or Container Management

• Next Order Status

• Sales Commission

• Customer Currency

• User Defined Price Codes

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The Payment Terms preference is used to defaultthe Payment Terms and/or Payment Instrument into the Sales Order Detail file (F4211).

Payment Terms

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The Pricing Unit of Measure preference allows a pricing unit of measure that is different from the pricing unit of measure set up for the item to default into the pricing unit of measure field in the sales order detail record.

Pricing Unit of Measure

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The Revenue Business Unit preference is used when a cost center (business unit) other than the cost center on the Sales Order Header is needed for the revenue journal entries.

Revenue Business Unit

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The End Use preference is used to input the End Use and/or Duty Status fields into the Sales Order Detail (F4211) file. It can be used as a reporting code or as a parameter for pricing adjustments.

End Use

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The Inventory Commitment preference enables a single Sales Order line to be automatically committed from a different branch than the header branch, or be committed across several branches. This will increase the chances that an order will be completely filled, and gives users greater flexibility to commit from locations that make sense in their business.

Inventory Commitment Preferences

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The Product Allocation preference is used to control the sales of products by restricting the quantities that can be sold. Quantity limits can be set which specify the quantity each customer is allowed to purchase, or the quantity allowed to be sold of each item.

Product Allocations

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The Grade and Potency preference allows a range of grades and/or potencies to be specified that are acceptable for a given customer, customer group, item number, item group, or any combination of the four. This preference is used in conjunction with the Inventory Commitment preference and the Commitment Method to determine the availability of a given item.

Grate and Potency

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The Delivery Date, or Lead Time Transit Days, preference, enables the automatic calculation of the delivery date (RSDJ), ship date (PPDJ), and/or pick date (PDDJ) on the sales order detail line.

This preference is often used in conjunction with the Order Preparation Days preference. The minimum number of days between order entry and scheduled pick date must be defined, and the number of days that goods are in transit between ship and delivery.

The Branch/Plant, Route Code, Mode of Transport, Carrier Number and Priority fields can be used as additional conditions for the preference. The Priority Code must be set up in the Customer Billing Instructions to use this preference.

Delivery Date

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The Order Preparation Days preference enables the automatic calculation of the promised ship date (PPDJ), on the sales order detail line.

The system uses the number of days specified in preference information to determine the ship date (PPDJ) in order to meet the promised delivery date (RSDT). The Order Preparation Days preference is often used in conjunction with the Delivery Days preference.

Order Preparation Days

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The Line of Business preference is used to default the Line of Business field into the Sales Order Detail (F4211) file, based on the preference hierarchy. The field can later be used in defining price adjustments.

Line of Business

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The Price Code preferences are used to default the price codes into the Sales Order Detail (F4211) file. These fields can later be used in defining price adjustments, or for reporting purposes.

The Price Code 1 (UPC1), Price Code 2 (UPC2) and Price Code 3 (UPC3) fields in the Sales Order Detail file (F4211) are updated.

User Defined Price Codes

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The Price Adjustment Schedule preference is used in conjunction with Advanced Pricing. This preference is used to default in a different adjustment schedule to a specific detail line for certain item/customer combinations.

The Price Adjustment Schedule preference will override the default schedule from the Customer Billing Instructions. This preference can also be used to create penalty schedules for agreements with business partners, vendors, or customers.

Price Adjustment Schedule

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The Pricing preference is only used with Container Management. It is used

to dictate if a customer is to be charged for rental or a deposit, and if the

customer is to be billed by transaction or in summary.

Use the Container Deposit/Rental preference to specify three aspects of

Container Management:

The Deposit or Rental for a Customer/Item. A customer/item combination

can be specified for rentals or deposits billing on the containers.

The Transaction or Summary Level Billing. A customer/item combination can

be specified for container deposit billing on a transaction basis or on a

summary period.

Override the G/L Offset from the Item Master. When a Container

Deposit/Rental preference is defined, Container Management uses the

preference's G/L offset in the sales order it creates for container deposits

and rentals. The system uses this G/L offset instead of that defined in the

Item Master. This allows you to separate potential sales of empty containers

from the actual deposits.

Pricing or Container Management

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The Next Order Status preference is used to skip or insert processing steps after Sales Order Entry. This preference overrides the next step in the Order Activity Rules. Certain customer/item combinations may require that steps in the sales order process be skipped.

The Order Activity Rules must be set up to accommodate the next status value that is brought in via the preference. The system will not prohibit invalid next status values when entering the preference but an error will be issued at Sales Order Entry stating that the status is invalid.

Next Order Status

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The Sales Commission preference can be used to bring in sales personnel and commission rate information to a sales order detail line.

Sales Commission

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The Customer Currency preference is used to assign a specific currency code to a customer number or group. This preference can be defined for specific Branch/Plants or for all Branch/Plants.

Unlike other preferences, the Customer Currency preference does not include items or item groups since the currency code must be the same for all items on an order. The preference is also different in the respect that it overrides the default currency code from the Customer Master for the whole order and not just specific detail lines.

A multi-currency environment must be used, have an exchange rate defined for each currency, and the Customer Master will still need to have currency codes set up.

Customer Currency

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jde advanced preferences march 9th 2011 otv2

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