Working with Order Advisor

To work with order advisor:

1. Access the Enter New Order form or Manage Existing Order form.

   Form Name	Form ID	Navigation
   Enter New Order	W42101D	Sales Order Processing (G4211). Select Create Sales Order - Header First. Click Save and Close on the Order Header Revisions form. Select Create Sales Order - Detail First.
   Manage Existing Order	W42101C	Sales Order Processing (G4211). Select Update Sales Order - Header First. Select Update Sales Order - Detail First.

2. On the Enter New Order form or Manage Existing Order form, enter order header and detail information, as applicable.

   See "Entering Sales Order Header and Detail Information" in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide.

3. Select the Order Advisor tab.

4. On the Order Advisor tab, select the Available Items Only option to display only items with available quantity, if applicable.

5. On the Order Advisor tab, use these fields to work with frequency and cross sell item opportunities, as applicable:

   Quantity

   Enter the quantity of units to add to the sales order.

   UOM (unit of measure)

   Enter a UDC (00/UM) that indicates the quantity in which to express an inventory item, for example, CS (case) or BX (box).

   Item Number

   Displays a number that the system assigns to an item. It can be in short, long, or third item number format.

   Item Description

   Displays the description of the item.

   Unit Price

   Displays the price to be charged for one unit of this item. The unit price is expressed in the pricing unit of measure and includes adjustments.

   Pricing UOM (pricing unit of measure)

   Displays a UDC (00/UM) that indicates the unit of measure in which you usually price the item.

   Unit Cost

   Displays the amount per unit, derived by dividing the total cost by the unit quantity.

   % Profit Margin (percent profit margin)

   Displays the profit margin for the suggested item.

   The system hides the % Profit Margin field if you set the Display or Hide Cost Fields or Display or Hide Price Fields processing options to 2.

   The formula for calculating the percent profit margin is ((Price - Cost) / Price) * 100.

   Qty Available (quantity available)

   Displays a number that indicates the quantity that is available.

   For example, the available quantity might consist of the on-hand quantity minus commitments, reservations, and backorders.

   Availability is user defined. You can set up availability in the Branch/Plant Constants program (P41001).

   Branch/Plant

   Displays an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.

   The value represents the detail branch/plant associated with the frequency and cross sell item opportunities.

   Type

   Displays the type of order level opportunity. This is how the system generated the opportunity. Values are:

   Frequent: The opportunity is a frequency item.

   Cross Sell: The opportunity is a cross sell item.

   See Working with Frequency Items and Working with Cross Sell Items.

6. Click the Add to Order button, if applicable.

7. Click the Refresh button, if applicable.

   When you click the Refresh button, the system updates the Order Advisor subform on the Order Advisor tab with the most current information in the Order Advisor Work File table (F42X020W).

8. Click the Order Up-Sell link to work with order up-sell opportunities, if applicable.

   See Working with Order Up-Sell.

9. Complete the sales order, as applicable.

   Note: The system issues a warning message when you submit the sales order if frequency and cross sell items exist and you have not accessed the Order Advisor tab.