Sales Advanced Preferences for Item Restrictions Prepared by Name: John Howe Title: Senior Business Systems Analyst Company: Dober How Dober implemented next status advanced preferences to handle our regulatory requirements governing which item can ship to what locations Session ID#: JDE #JDEINFOCUS

Who is Dober? ■Dober is family owned chemical manufacture producing the cleaning, water treatment and corrosion & scale inhibitors ■We service the following industries ▪Pharmaceutical ▪Engine Coolant Additives ▪Oil & Gas Industries ■Spindle (division of Dober) produces operations management software to track productivity and reduce utility costs for industrial laundries ■Went live with XE in Upgraded to 9.0 in 2011

Business Problem ■Products are regulated by multiple agencies ■Some products are registered for a finite time duration ■Ability to track which products are soon to expire by region ■Prevent orders from being placed to regions where products are not registered/accepted. ■Allow order entry for demand planning of items which have not been registered but are in process or could be registered quickly

Dober solution ■Utilized JDE advanced preference 24 next order status ■Allowed items are not affected ■New order activity rule (524) to allow demand but alert not yet available. ■Items which we explicitly denied will be set to an invalid order activity rule preventing order entry 526. (hard error)

Sales Order Entry Demo ■Sales order entry demo ▪Item is allowed and uses standard order activity rule ▪Item hold ▪Item is restricted with invalid status hard error ▪Customer 43714

JDE Advanced Preferences ■What are advanced preferences? ▪“Advanced Preferences were developed to provide the capability of preference functionality to work with complex Item Groups and complex Customer Groups. “ (Oracle Doc ID ) ■What are complex groups? ▪Complex groups allow the use of category codes to create groups ▪Single of multiple category codes can be used

Other Advanced Preferences available Preference TypeDescriptionAdvanced Preference Functionality 1Order Header DefaultsSales Order Entry 2Order Detail DefaultsSales Order Entry 3Delivery DateSales Order Entry 17Extended TermsSales Order Entry 18Sales Priced Based On DateSales Order Entry 19Gross Profit Margin TargetSales Order Entry 21Sales CommissionSales Order Entry 22Order Prep DaysSales Order Entry 24Next Order StatusSales Order Entry 25Grade and PotencySales Order Entry 41Fulfillment EntryFulfillment Management 42Order Type PriorityFulfillment Management 43Line Type PriorityFulfillment Management 44Requested Date Age PriorityFulfillment Management 45Fulfillment RoundingFulfillment Management

Other Advanced Preferences available continued Preference TypeDescriptionAdvanced Preference Functionality 4Print Messages Document Printing (Sales Invoice, Bill of Lading, Pick Slips, etc.) 5Inventory Commitment 12Document SetTransportation Management 13Options and EquipmentTransportation Management 14Customer FreightTransportation Management 15CarrierTransportation Management 16Mode of TransportTransportation Management 23Advanced LotsInventory Commitment 40Generic MatchDemand Scheduling (DSE) and Sales Order Entry 41Fulfillment EntryFulfillment Management 42Order Type PriorityFulfillment Management 43Line Type PriorityFulfillment Management 44Requested Date Age PriorityFulfillment Management 45Fulfillment RoundingFulfillment Management

Implementation Overview ■Utilized JDE advanced preference 24 next order status ■Used complex item master group based on category code (SRP9) ▪Licensed/Registered Chemicals ▪Non-licensed/Non-registered ■Used complex customer group based 3 category codes from address book ▪Customer Location Group (AC25) — International — US ▪Customer Region Group (AC26) — List of all countries ▪Customer State Group (AC27) — US states ■Category codes were used over preference master item groups due to ease of maintenance and accuracy

Preference Detail Revisions ■Adding restrictions ▪Domestic only product – IR-LOC Item Restrictions Cust Location ▪Canada only - IR-REG Item Restrictions Cust Region ▪Existing with all doc types ■Hint ▪Create a text file for your document type, line type, last, next status which can be pasted to JDE

Applications Used ■Add item master group ▪P4092|ZJDE0001 ▪Group name defined in UDC 40|PI ■Add customer master group ▪P4092|ZJDE0002 ▪Group name defined in UDC 40|PC ■P40070 – Preference Master ▪Verify or add 24 - Advanced Next Order Status ■P Preference Hierarchy ▪Setup preference hierarchy ■P4071|ZJDE0002 – Preference Types ▪Setup 3 preference types ■P4070|ZJDE Preference Schedules ▪Setup 3 levels of preference schedule ■P4072|ZJDE Preference Detail Revisions ▪Add preference detail

Add item master group

Add customer location group

Add customer region group

Add customer state group

Preference Master Add/verify 24 - Advanced Next Order Status

Preference Hierarchy

Preference Types

Preference Schedule

Hierarchy / Schedule testing sequence Preference Hierarchy Setup 1.Item and Customer Group 2.Item Group and Customer Group 3.Customer Group Only Preference Schedule Setup 1.Item Restrictions Cus Location 2.Item Restrictions Cus Region 3.Item Restrictions Cus State Observed sequence 1.Item Restrictions Cus State - Item and Customer Group 2.Item Restrictions Cus State - Item Group and Customer Group 3.Item Restrictions Cus State - Customer Group Only 4.Item Restrictions Cus Region - Item and Customer Group 5.Item Restrictions Cus Region - Item Group and Customer Group 6.Item Restrictions Cus Region - Customer Group Only 7.Item Restrictions Cus Location - Item and Customer Group 8.Item Restrictions Cus Location - Item Group and Customer Group 9.Item Restrictions Cus Location - Customer Group Only

Enabling Advanced Preferences in SO Entry 1.From P4210 processing options 2.Tab 10-Preference 3.Set “1. Preference Profile Processing” = 1

Reference Documents ■Complex Groups in Advanced Pricing (P4092/P4093W/R40932/P4071/P4072/P4073) (Doc ID ) ■Advanced Preferences (P4070/P4071/P4072/P4210/P42101) (Doc ID )(Doc ID )

Please complete the session evaluation We appreciate your feedback and insight Session ID# JDE