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Advanced Preferences in JD Edwards EnterpriseOne

Oliver Then Sales Consultant North America Applications March 9th 2011

Advanced Preferences

Why
Advanced Preferences

What
Advanced Preferences

Where
is it in the System?

Advanced Preferences
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.

Advanced Preferences
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.

Advanced Preferences
Developed to provide the capability of preference
functionality to work with complex Item Groups
and complex Customer Groups.

Advanced Preferences
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.

Advanced Preferences

Why
Advanced Preferences

What
Advanced Preferences

Where
is it in the System?

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

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

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

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Pricing Unit of Measure

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.

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Revenue Business Unit

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.

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End Use
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.

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Inventory Commitment Preferences

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.

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Product Allocations
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.

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Grate and Potency

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.

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Delivery Date
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.
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Order Preparation Days

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.

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Line of Business
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.

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User Defined Price Codes

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.

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Price Adjustment Schedule

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.

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Pricing or Container Management

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.
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Next Order Status

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

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Customer Currency
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.

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Advanced Preferences

Why
Advanced Preferences

What
Advanced Preferences

Where
is it in the System?

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Advanced Preferences

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