Sales Order Back Order Release Integrated with Purchase Order Receipts

Transcription

1 Sales Order Back Order Release Integrated with Purchase Order Receipts Begin Process Enter Purchase Order Approve Purchase Order (Optional) Print Purchase Receivers Begin Transaction Plant Purchase Order Number Purchase Order Type By Line Number Or Item? Line # Select Sales Line Order Number Line Display Item Display Description 1 Item Item Display Line Number Display Purchase Order Quantity Remark Lot Controlled? No Suggest Location Quantity Print Labels? No Location Yes Yes Lot Number of Boxes Expiration Date Eaches per Box Lot Status Lot 1 Release Back Orders (Optional) Inventory Transfer (Optional) Ship Confirmation (Optional) End Transaction Voucher Match End Process RFgen Software 1101 Investment Boulevard, Suite 250 El Dorado Hills, CA

2 License Agreement All information contained in this document is the intellectual property of RFgen Software, a division of the DataMAX Software Group, Inc. This document may not be published, nor used without the prior written consent of RFgen Software. Use of the RFgen Software Open Source code is at all times subject to the DataMAX Software Group Open Source Licensing Agreement, which must be accepted at the time the source code is installed on your computer system. For your convenience, a text copy of the DataMAX Software Group Open Source Licensing Agreement is also loaded (and may be printed from) your RFgen-based system. Requirements RFgen Version 5.0 or later RFgen JD Edwards Integration Suite 1

3 Table of Contents SALES ORDER BACK ORDER RELEASE... 1 INTEGRATED WITH PURCHASE ORDER RECEIPTS... 1 FPOIR0100 RECEIPTS BY ITEM... 3 VALIDATIONS... 4 EDITS... 4 FUNCTION KEYS... 4 CONSIDERATIONS... 5 ENTERPRISEONE PROGRAMS REFERENCE... 6 ENTERPRISEONE PURCHASE ORDER DETAIL:P ENTERPRISEONE CARDEX:P HOW JDEDWARDS PROCESSING OPTION AFFECTS RFGEN... 8 AFFECTED RFGEN FORMS AND TRANSACTION MACROS... 8 SETUP AN RFGEN MENU... 8 PROCESSING OPTIONS: P42117 BACKORDER RELEASE... 9 BASIC TEST SCRIPT TEST SCRIPT DESCRIPTION: SO BACKORDER RELEASE (P42117) RFGEN INPUT REQUIREMENTS JD EDWARDS PROCESSING OPTION SETTINGS EXECUTION PROCEDURES OVERALL TEST CASE RESULTS

4 FPOIR0100 Receipts by Item This transaction allows receipt by item into a warehouse location. At Receipt, a location can be assigned, and a lot or serial number can be recorded, depending on your company s requirements. A Receipt Record is recorded and the Item Ledger (Cardex) is updated in EnterpriseOne. There is the option to invoke Sales Order backorder release process for and also transfer the items to a shipping location for the ship confirm process. The following conditions apply to the RFgen implementation for the PO Receipt transaction within the Enterprise One environment. Note: any of these parameters may be easily adjusted to meet the unique requirements of your company. 3

5 Validations Prompt Table Field Plant F41001 CIMCU Purchase Order F4301 PDDOCO Number Item F4311 PDLITM Location F41021 LILOCN Lot F4108 IOLOTN Edits Condition Default Branch Plant Quantity entered <=0 Table F40095 NA Function Keys Key F1 F2 F3 F4 Function Search Data for Current Field Refresh the Current Screen Display Exits Transaction 4

6 Considerations 1. What EnterpriseOne version is used to process the PO Receipt transaction? 2. What processing options have you set to process Receipts? 3. Do you allow partial receipts? 4. Do you want the Branch to default based on user? 5. Do you use Receipt Routing? 6. Do you use locations, and if so, are there any special circumstances that need to be considered? (i.e. always issue from a particular location?) 7. Do you use lot control? 8. Do you use serialization? 5

7 EnterpriseOne Programs Reference Application Name(s) Code Table PO Detail F4311 NA Item Ledger (Cardex) P4111 F4111 EnterpriseOne Purchase Order Detail:P4311 6

8 EnterpriseOne Cardex:P4111 7

9 How JD Edwards Processing Option affects RFgen This documentation explains which of the JDE Processing Options are used by RFgen and how the red highlighted Proc.Options effect the RFgen script. Affected RFgen Forms and Transaction Macros Description Form Name Transaction Macro Name SO - BackOrder Release FSOBR0100 TSOBR0100 Setup an RFgen Menu To implement an RFgen Form using JDE Processing Options in an RFgen Menu the JDE Version needs to be specified. Enter the Form name, followed by a Space. Enter -Vers= and the JDE Version. Form/Menu Description to Display SO Backorder Release is called from the PO Receive scripts based on the JDE Processing Options. If it has to run as a single script: FSOBR0100 -Vers=ZJDE0001 BackOrder Release 8

10 Processing Options: P42117 Backorder Release <-- Defaults --> > Next Status for Released Orders --> [ ] ---- <-- Display --> > Total Fill Only --> [ ] If 1 RFgen shows only SO lines which can be fulfilled completely > Kit Components --> [ ] > Held Orders --> [1] If 1 RFgen shows Sales Orders on Hold as well > Next Status to Select --> [ ] If 1 RFgen uses this value to filter the SO lines on next status (SDNXTR) <-- Process --> > Backorder Quantity as Available Quantity --> [1] > Commitments --> [1] > Release when Quantity to Ship Exceeds Ba --> [1] > Zero On-Hand Quantity --> [ ] > Cost Update --> [1] > Ship and Debit Processing --> [ ] ---- <-- Order Hold --> > Credit Check Hold Code --> [ ] > Partial Order Hold Code --> [ ] ---- <-- Print --> > Automatic Print --> [ ] ---- <-- Versions --> > Sales Order Entry (P4210) --> [ ] > Customer Service Inquiry (P4210) --> [ ] > Item Availability (P41202) --> [ ] > Subsystem Print Invoice (R42565) --> [ ] > Subsystem Print Pickslip (R42520) --> [ ] > Ship and Debit (R45100) --> [ ] ---- <-- Warehouse --> > Request Processing Mode --> [ ] > Subsystem Print Pick Request --> [ ] > Override Next Status --> [ ] 9

11 Basic Test Script Consider if your company allows partial receipts, backorder processing, and receipt routing while performing testing. 1. Record quantities on hand from the Item Ledger for the Branch Plants, Item Numbers and their associated lots and locations that you will perform Purchase Order Receipts. 2. Create and document the following scenarios: a. Receive an amount that differs from the amount on the Purchase Order. Review the Purchase order to ensure that the transaction completed according to your company set up. b. Attempt to receive items that are not at receipt status. An error should appear. 3. Review the Purchase Order Detail record for verification that the order has been received and updated and the Item Ledger for the proper transaction records, the proper documents types, and that the quantity on hand updated to the correct amounts on your valid transactions. For further review, verify that the F43121 has been updated accurately to reflect the transaction. 10

12 Test Script Description: SO Backorder Release (P42117) RFgen Input Requirements Before you begin testing, ensure, for the combination of branch/plant(s) and item(s) you will be testing, that the following is setup in EnterpriseOne or PeopleSoft World. a. Branch/Plant b. Item c. PO Receipt (P4312) processing option set for SO Backorder Release d. SO Backorder Quantity JD Edwards Processing Option Settings Enter the Processing Option values, which correspond, to the version you selected for testing. JDE Version: ZJDE0001 Tab Processing Option Description Value Display a. Total Fill Only b. Held Orders c. Next Status To Select Note: The SO Backorder Release process is called directly from the PO Receipts by Item (P4312) and PO Receipts by Line (P4312) RFgen macros. The call is evoked by a processing option setting in either macro (see RFgen Input Requirements above). 11

13 Execution Procedures ID Test Case Expected Result Pass Fail Upon display of the SO Backorder Release screen Upon selecting backorders for release If the Total Fill Only processing option is set to 1 If the Total Fill Only processing option is set to blank If the Held Orders processing option is set to 1 If the Held Orders processing option is set to blank If the Next Status To Select processing option is filled At the RFGEN Enter to Accept Prompt the transaction is added to EnterpriseOne RFGEN will display the backorders available for release in the Backorder list box RFGEN will display the selected backorders in the Orders Chosen to be Released list box RFGEN will show only lines that can be totally filled RFGEN will show all lines RFGEN will display held orders and allow release RFGEN will not display held orders RFGEN uses this value to filter the SO lines on Next Status (SDNXTR) Confirm the SO Back Order Release results Overall Test Case Results Pass/Fail Tester/Date RE-Tester/Date Actual Results 12

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