Kevin__
Member
Hello,
I am new here and hope I haven't overseen a thread which would answer my question but the search just gave me a real old thread which hasn't solved a similar issue.
Please excuse that I can't give you all the details regarding our environment (server, OS, etc.) as I am just responsible for the sales business processes and taking care of the use of JDE but I am not from our central company IT team.
We use JDE E1 version 9.1.
Sorry for the following probably long explanation but I would like to ensure that the process and requirement is clear and avoid to describe it short and incomplete what could cause that I miss to mention an important prerequisite for the setup.
Currently our sales orders are entered as follows:
1) entry of header branch plant: manual selection of the logical BP (our business units) which is used for revenue bookings by the flex accounting
2) entry of order detail lines (items) -> automatic system selection of the physical BP (warehouse with stock) due to the use of advanced preferences
The advanced preferences are currently only considering a customer group setup where we have defined a category code of the address book which defines if we are taking the stock from warehouse/branch plant 1 or 2.
Due to some logistic process changes we will in have future at least three warehouses where we keep the stock.
Our first idea was to change the advanced preferences and use item group based setup instead of customer groups.
We could define item groups for each warehouse which could populate the default warehouse similar to what we now have with the customer groups.
In general this would work fine.
But now comes the challenge:
We have a certain range of items which will be stored in two warehouses because business unit 1 is shipping 90% of their orders from warehouse 1 and the other business units are shipping mainly from warehouse 2 + 3.
As we want to keep one complete delivery for the customer for business unit 1 sales orders we need to keep some parts in stock in warehouse 1 which are stored as well in warehouse 2.
We have tried to find a solution to populate the detail line with the correct warehouse/branch plant using advanced preferences for item group + header branch plant but failed as we couldn't include the header branch plant in combination with the item groups.
The technical requirement is:
item 1 is stored in warehouse 1 and 2
If business unit 1 places and order the system should select the warehouse 1 at line level
if business unit 2 places and order the system should select the warehouse 2 at line level
The current issue is if we would use an item group based setup only we would get orders for business unit 1 which would take parts of the stock from warehouse 1 and warehouse 2 because item 1 would be as be set as default item group in warehouse 2.
All other lines of the order would come from warehouse 1 and this would cause two different shipments to the customer which is a real issue as we are shipping abroad and this includes custom processes etc.
Letting the user manually change the branch plant on the line is no good option as this could be forgotten.
I don't know if in 9.1 or maybe later 9.2 something is available to set this up.
I hope the given situation and requirement is described clear enough otherwise feel free to ask whatever is necessary.
Many thanks in advance for every useful input even if it would be that there is not technical way to solve it automatically.
Best regards
Kevin
I am new here and hope I haven't overseen a thread which would answer my question but the search just gave me a real old thread which hasn't solved a similar issue.
Please excuse that I can't give you all the details regarding our environment (server, OS, etc.) as I am just responsible for the sales business processes and taking care of the use of JDE but I am not from our central company IT team.
We use JDE E1 version 9.1.
Sorry for the following probably long explanation but I would like to ensure that the process and requirement is clear and avoid to describe it short and incomplete what could cause that I miss to mention an important prerequisite for the setup.
Currently our sales orders are entered as follows:
1) entry of header branch plant: manual selection of the logical BP (our business units) which is used for revenue bookings by the flex accounting
2) entry of order detail lines (items) -> automatic system selection of the physical BP (warehouse with stock) due to the use of advanced preferences
The advanced preferences are currently only considering a customer group setup where we have defined a category code of the address book which defines if we are taking the stock from warehouse/branch plant 1 or 2.
Due to some logistic process changes we will in have future at least three warehouses where we keep the stock.
Our first idea was to change the advanced preferences and use item group based setup instead of customer groups.
We could define item groups for each warehouse which could populate the default warehouse similar to what we now have with the customer groups.
In general this would work fine.
But now comes the challenge:
We have a certain range of items which will be stored in two warehouses because business unit 1 is shipping 90% of their orders from warehouse 1 and the other business units are shipping mainly from warehouse 2 + 3.
As we want to keep one complete delivery for the customer for business unit 1 sales orders we need to keep some parts in stock in warehouse 1 which are stored as well in warehouse 2.
We have tried to find a solution to populate the detail line with the correct warehouse/branch plant using advanced preferences for item group + header branch plant but failed as we couldn't include the header branch plant in combination with the item groups.
The technical requirement is:
item 1 is stored in warehouse 1 and 2
If business unit 1 places and order the system should select the warehouse 1 at line level
if business unit 2 places and order the system should select the warehouse 2 at line level
The current issue is if we would use an item group based setup only we would get orders for business unit 1 which would take parts of the stock from warehouse 1 and warehouse 2 because item 1 would be as be set as default item group in warehouse 2.
All other lines of the order would come from warehouse 1 and this would cause two different shipments to the customer which is a real issue as we are shipping abroad and this includes custom processes etc.
Letting the user manually change the branch plant on the line is no good option as this could be forgotten.
I don't know if in 9.1 or maybe later 9.2 something is available to set this up.
I hope the given situation and requirement is described clear enough otherwise feel free to ask whatever is necessary.
Many thanks in advance for every useful input even if it would be that there is not technical way to solve it automatically.
Best regards
Kevin