E1: 42: Recurring Orders (R40211Z/P4210/P4004Z) (Doc ID 625396.1)

Last updated on JUNE 28, 2024

Applies to:

JD Edwards EnterpriseOne Sales Order Processing - Version XE and later
JD Edwards EnterpriseOne CRM Sales Order Entry - Version XE and later
JD Edwards EnterpriseOne Sales Order Management - Version XE and later
JD Edwards EnterpriseOne Sales Order Entry - Version XE and later
Information in this document applies to any platform.

Purpose

This article documents the process of creating recurring orders using the Recurring Order Entry (P4004Z) and Recurring Orders Edit and Creation (R40211Z) applications.

Using recurring orders avoids having to manually reenter orders that are always the same. Recurring orders can be setup to automatically generate an order on a weekly, monthly, or yearly basis.

After entering a recurring sales order via Work with Store and Forward Order (P4004Z), the order must be process through the Recurring Orders Edit and Creation (R40211Z). The system edits the information that is entered and creates orders on the designated date. To ensure the integrity of the data, the system creates sales orders for recurring orders only after the editing process is complete.

Scope

Documents the process to create an order that will be generated weekly, monthly, or daily. Note: Recurring Orders is not designed to be used for Direct Ship (SD/OD) or Transfer (ST/OT) order types.

Details

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In this Document

Tables Used for Recurring Orders

Recurring Sales Order Entry (P4004Z)

Recurring Orders Edit and Creation (R40211Z)

Frequently Asked Questions

Question 1 : Is the Sales Order Detail Unedited Transaction File (F4211Z1) used in conjunction with the Recurring Orders Edit and Creation (R40211Z) program to create sales orders through interoperability?

Question 2: How can we set up biannual (half-yearly) orders? The Order Frequency UDC 40/OF does not include an option for 6-monthly orders and the options therein are hard-coded so no new ones can be added to enable this to be set up.

Question 3: How can I setup recurring orders to always be generated on the last WORKDAY of the month?

Question 4: Can you override the order addresses when creating Sales Orders using Recurring Order Creation (R40211Z) ?

Question 5: Why does Recurring Order Creation (R40211Z) create the sales order with $0 in the price of the generated sales order?

Question 6: Recurring sales order entry is not populating customer defaults values in the order header. Why? When the order is processed, the resulting order is created correctly, with customer defaults.

Question 7: How can a different tax rate area than the one on the header be defaulted in on a sales order line?

Question 8: If different Order Types have been created via the P4004Z, for example SO and SZ, how can the R40211Z be configured to create the full sales order with the same corresponding Order Type?

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