Sales order management involves much more than taking and shipping orders. To ensure that customers are satisfied, and that they return for additional business, the business and the system must be flexible. Today’s sales order system requirements include the ability to:

• Process both simple and complex orders.
• Integrate closely with inventory systems, and allocate inventory at the time of order entry.
• Create sales orders for kits and configured items.
• Set up and use promotional pricing.

Using the JD Edwards EnterpriseOne Sales Order Management system from Oracle, you can enhance customer service using system features like:

• Order templates.You can create order templates that include lists of items that are typically sold. Using a template during order entry can significantly decrease data entry time and errors.
• Standing and blanket orders.You can create recurring orders for customers who order items on a regular basis. For example, a customer can order a large quantity of an item due to pricing discounts. However, they might want only portions of the total quantity to be delivered intermittently. You accomplish this using blanket orders.
• Quote orders.You can create quote orders, which enable you to give a customer or prospective customer a quote for the goods in which they are interested. You can then convert the quote to a sales order if the customer decides to purchase the items.
• Country-specific compliance.Many countries, including Brazil, Chile, and Peru, have specific legislation that regulates on how you process and tax sales orders. Using the JD Edwards EnterpriseOne Sales Order Management system, you can process the necessary information to ensure that sales orders in these countries are in compliance with local requirements.

The JD Edwards EnterpriseOne Sales Order Management system provides additional customer service support through online displays that provide:

• Pertinent order, inventory, transportation, and financial information.
• Net profitability of a product line when you apply promotions, discounts, and allowances.

You must manage pricing efficiently, given the complexity of customer- and market-specific contracts, special promotions, allowances, and date effectiveness. The JD Edwards EnterpriseOne Sales Order Management system enables you to set up a flexible base pricing structure. You can then define price adjustments to revise and update prices when necessary.

JD Edwards EnterpriseOne Sales Order Management Business Processes

This process flow illustrates the standard JD Edwards EnterpriseOne Sales Order Management business processes:

The sales order business process lets you effectively manage the order process and capture important business data for analysis. You must be able to effectively manage the process from the time a customer service representative takes an order to the time you receive payment from the customer.

Enter Sales Order

Order entry enables you to record information about your customers and the items that they order. When you enter an order, the system automatically enters pertinent information that exists for the customer, item, preference, and pricing records. Sales order processing begins as soon as you complete this step. 

Print Pick Slip

After entering the sales order, you can print pick slips to authorize your warehouse personnel to pull the merchandise from inventory to fill the quantities and prepare the order for shipping. This step is optional. 

Confirm Shipment

You confirm that all of the items on the sales order have been correctly picked from the warehouse and packaged appropriately for shipping. 

Print Invoice

After processing a sales order through shipment confirmation, you print and send an invoice to the customer for the goods. 

Update/Post Sales

At the end of the day, you update sales information to maintain current and accurate records in: 

• Accounts receivable.
• Inventory on-hand balances.
• Sales and commissions information.
• Pricing.

After updating sales, you must post the sales journal and invoice batches to the general ledger. This step completes the sales order processing cycle.

JD Edwards EnterpriseOne Sales Order Management Integrations

JD Edwards EnterpriseOne Sales Order Management integrates with these JD Edwards EnterpriseOne systems from Oracle:

The JD Edwards EnterpriseOne Sales Order Management system works with other financial, distribution, logistics, and manufacturing systems to ensure that customer demand is met. Supply and demand components must balance to ensure that demand is met. The key is integration and the proactive use of distribution and logistics information.