Before You Begin
Purpose
This OBE shows you how to report outbound inventory consumption using electronic data interchange (EDI).
Time to Complete
Approximately 30 minutes
Background
As an alternative to manually receiving outbound inventory consumption information from the customer, you can set up the JD Edwards EnterpriseOne system to receive information electronically using EDI. The JD Edwards EnterpriseOne Outbound Inventory Management system can process inbound electronic receipts for the EDI Standard 852 (Product Activity Data - Inbound) transaction set.
Setting Up Product Activity Code for Outbound Inventory Consumption
Before you can receive outbound inventory consumption data through EDI, you must set up the product activity code for outbound consumption reporting.
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Launch the Work With User Defined Codes program from the menu, or by entering UDC in the Fast Path field. Then, search for UDC 47/PA.
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To create a product activity code, click Add and enter a code with type C in the User Defined Codes form. For this example, the code is OC.
Work With User Defined Codes Form -
Click OK to save the product activity code.
Verifying Outbound Inventory Availability
Before reporting consumption, verify the on-hand quantity of the item. In this example, the item is defibrillator.
- Launch the Work With Outbound Inventory Availability program from the Outbound Inventory Inquiries menu (G42I20), or by entering P42I04 in the Fast Path field.
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Search for the item defibrillator.
Work With Outbound Inventory Availability Form - Note that the on-hand quantity for item defibrillator is 110 each.
Preparing EDI 852 Flat File for Outbound Consumption Reporting
You must prepare the EDI 852 flat file to send header, detail and SDQ data for outbound consumption reporting.
Preparing the EDI 852 for Outbound Inventory Header Data
The following table illustrates the fields and sample data that you must use to prepare the flat file for EDI header records. The system uses this information to update the EDI Product Activity Data Header - Inbound table (F47121).
| Field Name | Sample Data | Description |
|---|---|---|
| Record Type | 1 | The identifier used to mark EDI transaction records as header or detail information. Enter 1 for header and 2 for detail. |
| Company - Key (EDI - Document Key Co) | 00001 | The company that is assigned by the transmitter in an EDI transaction. |
| EDI - Document Number | 2112 | The document number that is assigned by the transmitter in an EDI transaction. |
| EDI - Transaction Set Number | 852 | The qualifier used to identify a specific type of EDI transaction. |
| EDI - Transmission Date | 2457494 | The outbound inventory consumption date represented in Julian format. |
| EDI - Send/Receive Indicator | B | Indicator used to identify if a specific transaction set can be sent, received, or both. |
| Transaction Handling Code | T | EDI Code designating the action to be taken by all parties. |
| Address Number | 4242 | The Sold To address number. |
Preparing the EDI 852 for Outbound Inventory Detail Data
The following table illustrates the fields and sample data that you must use to prepare the flat file for EDI detail records. The system uses this information to update the EDI Product Activity Data Detail - Inbound table (F47122).
| Field Name | Sample Data | Description |
|---|---|---|
| Record Type | 2 | The identifier used to mark EDI transaction records as header or detail information. Enter 1 for header and 2 for detail. |
| Company - Key (EDI - Document Key Co) | 00001 | The company that is assigned by the transmitter in an EDI transaction. |
| EDI - Document Number | 2112 | The document number that is assigned by the transmitter in an EDI transaction. |
| EDI - Line Number | 1000 | The line number you assign when originating an EDI transaction. This number can represent an order line number (applicable for any order type), an invoice pay item, a journal entry line number, and so on. |
| EDI - Transaction Set Number | 852 | The qualifier used to identify a specific type of EDI transaction. |
| EDI - Transmission Date | 2457494 | The outbound inventory consumption date represented in Julian format. |
| EDI - Send/Receive Indicator | B | Indicator used to identify if a specific transaction set can be sent, received, or both. |
| Transaction Handling Code | T | EDI code designating the action to be taken by all parties. |
| Product Activity Code | OC | Code identifying activity details for the product being reported on an EDI Product Activity Data transaction. |
| Address Number | 4242 | The Ship To address number. |
| Business Unit | 550011 | The Outbound Branch/Plant for the customer. |
| 2nd Item Number | defibrillator | Enter the item number. |
| From/To | blank | You can report consumption either by sending the consumed quantity or the remaining quantity at the customer's location. To send consumed quantity, leave this field blank. To send remaining quantity, send 1. |
| Location | blank | The outbound location. |
| Agreement Number | blank | The outbound inventory agreement
number. You can leave this field blank.
If you leave this field blank, the
system automatically identifies the
agreement based on Sold To, Ship To,
Item Number, and Location values and
consumes quantity from the agreement. If
the system finds more than one agreement
for the entered agreement search
criteria, it consumes inventory from the
first agreement. |
| Unit of Measure - Transaction | each | The transaction unit of measure. |
| Trans QTY | 500000 | The consumed quantity. |
Preparing the EDI 852 for Outbound Inventory SDQ Data
The following table illustrates the fields and sample data that you must use to prepare the flat file for EDI SDQ records. The system uses this information to update the EDI Product Activity Data (SDQ) - Inbound table (F47123).
| Field Name | Sample Data | Description |
|---|---|---|
| Record Type | 5 | The identifier used to mark EDI transaction records as header or detail information. Enter 1 for header and 2 for detail. |
| Units - Order/Transaction Quantity | blank | Quantity field in the Batch Receiver Destination Quantity table (F4012Z) that is used to process multiple ship to locations. Use this field to override quantities when reporting consumption. |
The following is the EDI 852 flat file for the above outbound inventory consumption example.
Extracting EDI Flat File Through Flat File Cross-Reference Program (P47002)
Before you save the inbound inventory consumption EDI data in EnterpriseOne tables, you must extract the inbound EDI flat file.
Setting Processing Options for EDI Product Activity Data Edit/Create (R47121) Program
Processing options enable you to define versions for running the EDI Product Activity Data Edit/Create program.
- Access the Work With Batch Versions - Available Versions program by entering BV in the Fast Path field.
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Search for program R47121.
- Right-click the XJDE0001 record and select Processing Options.
- On the Outbound Inventory tab, enter the version for the Report Outbound Inventory Consumption program (P42I03).
Running the EDI Product Activity Data Edit/Create Program
- Access the Work With Batch Versions - Available Versions program by entering BV in the Fast Path field.
-
Search for the program R47121.
- Select the XJDE0001 option and click OK.
- Select the required Data Selection and Data Sequencing options, and click Submit.
- To view a printed report, select Submitted Jobs from the Form menu.
Verifying Outbound Inventory Availability
To verify that outbound inventory consumption is correctly reported, access the Work With Outbound Inventory Availability program.
- Launch the Work With Outbound Inventory Availability program from the Outbound Inventory Inquiries menu (G42I20), or by entering P42I04 in the Fast Path field.
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Search for the item defibrillator.
Work With Outbound Inventory Availability Form - Note that the on-hand quantity for item defibrillator is 60 each.