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A Direct ship order is used to record the sale of items that you purchase from a supplier who then sends the items directly to your customer. Your inventory quantities and availability are not updated. Both a sales order and a purchase order are created.

 

Direct Ship orders are entered with program P4243 (18/G4211).  The Related Order fields in F4211 and F4311 associate the sales order and purchase order to each other. In the sales order, these fields are found on the detail behind the details (option 1 from a detail line of the sales order), and in the purchase order, these fields are found in the fold of the detail.


By default, the order type for the sales order is SD while the order type for the purchase order is OD.


The order line type typically used for direct ship orders is D. By default, line type D has a D inventory interface, indicating  the system will check the inventory for a valid item number, but it will not update quantities or check availability.


An order line type with a Y inventory interface can be used, allowing use of receipt routing and the writing of Item Ledger records for both the receipt and the ship confirmation. In the case of a lot controlled item, this provides Trace/Track functionality, even though the product was never physically in your warehouse. Functionality described in this paragraph became available in releases prior to A9.3.


It is important to note that changes made to the direct ship sales and purchase orders should be made through P4243. Changes you make to a direct ship order in Sales Order Entry (P4211) will not carry over to the corresponding purchase order. Likewise, changes you make in Purchase Order Entry (P4311) will not carry over to the corresponding sales order.

You can have the receipts program (P4312) update the status of the sales order upon full receipt of a direct ship purchase order line. The sales order line status will not be updated if the purchase order line is partially received.


As of Release A9.3 new processing options were added to P4243 to indicate the next status at which changes can no longer be made to either the sales or purchase order. Associated text has to be entered separately to the sales order or purchase order.  Direct Ship Orders have other unique setup and processing considerations compared to regular sales or purchase orders which are noted in detail in the document Direct Ship Orders (Doc ID 626663.1)

Did you know that keying SHIFT+F9 after entering a Work Order header will display the last entered record?

 

Did you know that most releases are shipped with a fast path word COST that when typing it at the command line, it will take you straight to the daily product manufacturing costing menu G3014?

 

Did you know that pressing function key 11 or 12 in the Cardex will display the Document Number Document Type line above the item number field in the header, allowing user to inquire on all related transactions to an specific work order?

 

Did you know that when a component’s Item Description is highlighted in a Bill Of Materials it is indicating that a substitute item exists? For more information please see How to Use Parts List Substitutions (Doc ID 627299.1)

 

Did you know that when a component’s number in the Bill of Materials is highlighted to indicate that there is an ECO message tied to that item in the Item Master?

 

Did you know that the item number is highlighted in the BOM Inquiry (P30200) program indicating that the component has a related flash message and if the descriptions of items are highlighted that substitutes have been defined at every level of a multi-BOM?

 

Did you know that function key F2 in the Journal Entries (P09101) program with the detail area visible (F4), will switch format display in sequence setup via processing options? This allows user to gather more details for the journal entry without having to exit the J/E.

 

Did you know that as of A9.4, Work Center Costing enhancement generates costs in work center levels where cost is broken down by component cost types? The Work Order Variances (P31804) program will create Journal Entries for variances by operation sequences on the Work Order. Variance by work center compares the consumption at the work center or the material issued and hours reported to the standard material and hours established at the work center level.

 

Did you know that in Parts Availability (P30205) the system highlights the Quantity on Hand field if item location has a Lot Hold Status Code, and when the Quantity Available is highlighted there is shortage for the item?

 

Did you know that the Calendar Window (P00CAL) shows highlighted dates based on user’s preference set up in the Calendar Holidays (UDC table 98/HL)? For more information on setting these dates up see How to Highlight Dates in Calendar Window (Doc ID 628811.1).

If you buy anything at a grocery store then you have seen Advanced Lot Management at work. Shelf Life of a product translates into the expiration date of the item.  In addition there are other dates that can be utilized to manage your lot inventory.  Think about products such as pharmaceuticals, dairy, fresh meat or produce. These items not only have a shelf life and expiration date but may also have Best By Dates and Sell By Dates which are part of lot management.

 

Consider also, these items have manufacturing effective and purchasing effective dates. These dates, for example, can establish a time frame for the purchased goods to be inspected prior to the lot becoming “effective”.  In a similar manner, a manufacturing effective date may be used to delay release of a lot for sale to allow the product to fully mature so the product is not available for sale until the manufacturing process, (including aging, curing, etc.) has been completed.  You do not want to sell something that is immature or not ready to be sold. Therefore, not only are the above dates considered but also immature lots are considered by programs to ensure product does not go out the door prematurely.

 

When selling your inventory, what inventory commitment options are available?

 

Standard commitment methods include:

  1. Committing from locations with greatest quantity first
  2. Committing by lot where the lowest lot number is committed first
  3. Committing by expiration date where locations with the earliest expiration date are committed first.

 

But what if these standard methods do not provide the flexibility you need?  Maybe you would like the ability to establish rules defining how inventory is committed for a Customer, Item or Both.  Or even by Customer or Item Groups.  Your processes may require committing inventory by Lot Expiration, Sell By, Best Before, or other specific dates.  If you could just override the standard commitment method set in Item Branch/Plant Information….

 

As of JD Edwards World Release A9.1, all this is possible using Advanced Lot Management! 

 

Advanced Lot Management combines the new lot fields on the Lot Master, Item Master and Item Branch Plant with Preference Profiles to ship product by Ascending Ship Date Rules.  This functionality is incorporated into the sales order entry, pick slip, inventory commitment and shipment confirmation programs and utilizes the new Last Customer Shipment Inquiry and file, P4239/F4239. 

 

For more on this topic review:

Preference Profiles in Sales(Doc ID 626656.1)

Immature Lot Functionality in Sales Order Management(Doc ID 2049519.1)

Lot Effective Dates - Manufacturing and Purchasing Days(Doc ID 804166.1)

 

Or join us on May 11th for the Advanced Lot Management Preference/ Ship Ascending Dates Advisor Webcast were we will be discussing these topics. You can register for this webcast at JD Edwards World Advisor Webcast Schedule and Archived Recordings (Doc ID 1455377.1).

COLLABORATE 16 offers the perfect opportunity for JD Edwards customers to explore new product releases and trends including Cloud, Big Data, security IoT, and mobility. JD Edwards customers should attend to hear more on these topics and discover solutions through knowledge sharing and networking with customers facing the same challenges in their organizations.

The Preferred Cost Center Preference allows the default of a detail Branch Plant (BP) on the sales order detail line based on preference profile set up.

 

Isn’t this Inventory Commitment Preference Profiles? It is, but it is specifically meant only to do the following:

  1. Default a Preferred BP for any given product at the sales order detail level regardless of the availability of an item.
  2. Default a Preferred BP in the detail even if the item does not exist on the header BP.

 

This preference:

  1. Does not exist on Preference Profiles P4007 set up. It uses the set up for Inventory Commitment Preferences.
  2. Must be flagged on the Preference Selection P40400 batch program.
  3. The version of the P40400 must be attached to sales order entry P4211 to preference the BP.

 

For more on using a slimmed down version of preferred cost center for sourcing inventory read document Preference Profiles in Sales(Doc ID 626656.1) / section Preferred Cost Center.

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Relax, Kick Up Your Feet, Network

Join us for a fun and relaxing happy hour at the annual My Oracle Support Monday Mix. This year's gathering is Monday, October 26 from 6:00 to 8:00 p.m. at a new location—Fang Restaurant—a half-block from Moscone Center on Howard Street.

After a busy day at Oracle OpenWorld, take a break and unwind with your peers. Stop by and get to know the Oracle Support Engineers you depend on, as well as key Oracle Support executives and developers over drinks and hors d'oeuvres at Fang—a family owned restaurant known for its exciting and seasonal fare.

Admission is free for Premier Support customers with your Oracle OpenWorld badge.

Visit the Monday Mix event web site for more details. We'll see you there!

When:
Monday, October 26, 2015
6:00 - 8:00 p.m. PT

Where:
Fang Restaurant
660 Howard St. @ 3rd St.
San Francisco, CA

Fang logo

Fang logo used with permission.

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Ask Questions, Attend a 10-minute Briefing, Get Entered for Prizes

Visit us October 26–28 in the Moscone West Exhibition Hall, booth 3361 for answers to your toughest support questions. Senior support engineers will be on hand spanning all major Oracle product areas, from systems and database products to middleware, applications, and Oracle Cloud.

While there, take advantage of our 10-minute mini-briefings for tips on maintaining, supporting, and upgrading Oracle products. All mini-briefing attendees are entered to win on-the-spot prizes.

Visit the Stars Bar and Mini-briefing website for more information.

Don't miss it!

Where:
Moscone West, Booth 3361

When:
October 26 and 27 (Mon & Tues)
10:15 a.m. to 6:00 p.m. PT
October 28 (Weds)
10:15 a.m. to 4:15 p.m. PT

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Come See Us in the Heart of Oracle OpenWorld

More than 500 experts from across Support Services will be on hand at Oracle OpenWorld from October 25–29 to share tips and tools for adopting and optimizing Oracle technology.

Take advantage of 50+ sessions to gain valuable insights into getting the most out of your hardware and software. Learn best practices and customer examples from Oracle Consulting, and develop sharper strategies that drive innovation and create value to meet today's changing business requirements.

Where:
Moscone West, Moscone South, Palace Hotel

When:
October 26–29, 2015

What to Look For:

  • DEMOgrounds for your products
  • Oracle University trainings on Sunday, Oct. 25
  • The My Oracle Support Monday Mix on Oct. 26
  • And more!

taxes.jpgDoes it feel like Vertex tax updates are weighing you down? 

 

Did you know the new Vertex 4.1 update applies to 4 specific states:  Iowa, Missouri, Oregon & Alabama?  You only need the JD Edwards update along with Vertex 4.1 if you do business in one of these states AND process multi-state payrolls.  If you only process payrolls for a single state, you do not need the JD Edwards update at this time.

 

If the above DOES apply to your business needs…..JD Edwards can help with that heavy load! 

 

We have software updates for A9.2, A9.3 & A9.4 to accompany the Vertex 4.1 update.  Don’t feel like applying a software update?  Try one of the code changes instead.

 

See Vertex 4.1 Compatibility with JD Edwards Releases (Doc ID 2022493.1) for the update and code change numbers for each release.

 

Also check out A9.3/A9.3.1 HCM Updates (Doc ID 1465468.1) for a list of all available updates for each release.

Information Centers are landing pages designed to provide a simple and quick way to navigate to software information for a particular focus area. Each page of the Information Center is made up of widgets that group Knowledge Documents by topic and contain links to related content. As new content is created, the information is dynamically updated in the Information Center.


The Distribution Information Center offer a variety of focused dynamic content organized around one or more of the following tasks:

  • Overview - General information on a focus area: user guides, upcoming Advisor Webcasts, communities, alerts and announcements, etc.
  • Use - Detailed documentation on functionality or tasks. For example: how to set up EFT Payments (Accounts Payable), how to run Auto Cash (Accounts Receivable), frequently asked question on the post report (General Accounting), etc.
  • Troubleshooting - Information to assist in researching and resolving an issue. For example: how to turn on logging, how to troubleshoot integrity issues, reported bugs, etc

 

JD Edwards World Information Center for Distribution White Papers (Doc ID 865515.1) 

  • A9.3 Distribution Enhancements
  • A9.1/A9.2 Enhancement White Papers
  • General Distribution
  • Advanced Pricing
  • Brazil Localization for Distribution
  • EDI
  • Inventory Management
  • Procurement
  • AAIs, Purchasing
  • Commitments, Encumbrances
  • General, Purchasing
  • Order Creation, Purchasing
  • Taxes, Purchasing
  • Agreement Management
  • Sales
  • General, Sales
  • Order Creation, Sales
  • Order Holds, Sales
  • Pricing, Sales
  • Sales Update
  • Taxes, Sales
  • Sub Contracting
  • Application Technical
  • Vertex
  • Warehouse Management
  • Advanced Stock Valuation
  • ECS
  • Intrastat

 

TIP - Once you know that an Information Center exists for a product that you use on a regular basis, add it to your Favorites within My Oracle Support, so you can get there quickly. You can also bookmark this Index document as a Favorite by clicking on the Favorite icon located next to the document title.

Do you have employees wondering how they will pay for their summer vacations? Did you know you can provide employees with vacation pay before they take vacation leave?  You can enter an interim check to pay an employee in advance of a regular pay period.  This payment can replace the regular payment for one or more pay periods.  If the advance payment spans one or more pay periods, enter a taxation factor to calculate the taxes for each of the pay periods.  This can be accomplished on the Additional Parameters (F5) from Interim Check Entry.

 

Some of the necessary set up required include:

  • Set up an Advance Pay DBA such as DBA 9000.  It should be set up a flat amount deduction that has a declining balance.
  • Set processing option 2 behind Interim Check Entry to reflect the Advance Pay DBA number.
  • In Interim Check Parameter set the Format field to 2 for Auto Advance.

 

Check out Interim Check Overview and FAQ (Doc ID 1327010.1) for more information.

Why wait until the end of the year to clean up your supplier address book records when you can be managing it throughout the year?

 

If you know the guidelines, you can set the address book records up correctly, so there is little work to do at year end.


The mailing name is used for many applications within JD Edwards World software, such as the name that prints on an A/P payment or as part of the Remit To address for customer statements; therefore, if you need to change the mailing name to accommodate the IRS requirements for 1099 processing, be sure to consider any other type of form that you print that might utilize it.


Understanding the IRS Mailing Address Requirements

The Internal Revenue Service (IRS) limits the mailing address on 1099 returns to three lines:

  • Legal Name (line 1)
  • Street address (line 2)
  • City, state, and zip code (line 3)

 

If the supplier uses a DBA (Doing Business As) name or if the legal name requires more than one line, the IRS allows four lines: 

  • Legal Name (line 1)
  • DBA Name or Continuation of Legal Name (line 2)
  • Street address (line 3)
  • City, state, and zip code (line 4)

 

Other IRS limitations are: 

  • You cannot have a mailing address that contains more than one line for a street address.
  • You cannot use the street address line for a legal name.


For more details, see How to Set Up Mailing Addresses for 1099 Processing (Doc ID 630967.1).

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