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JD Edwards EnterpriseOne Sales Order Management

Topics: Sales/Marketing & Customer Service

The sales ordering process has many moving parts and can be quite a labor-intensive and error-prone process for B2B organizations that are selling a large number of products with multiple variants. It can get especially cumbersome and inefficient if the orders are handled manually and the paperwork needs to pass from one department to another.

Not to mention, most B2B customers have unique requirements based on their different business procedures. The ability to customize the sales processes and automate the workflows to meet the needs of each account can help you attract and retain more customers.

Using an order management software to handle the complexity of the various components can help you effectively manage the sales and fulfillment process.

JD Edwards EnterpriseOne Sales Order Management system is a platform trusted by many organizations in a variety of industries to automate their sales processes so they can increase efficiency, lower cost, and improve customer experience.

What's JD Edwards EnterpriseOne Sales Order Management System?

JD Ewards EnterpriseOne is a suite of applications from Oracle that supports the operations of the consumer packaged goods, manufacturing and distribution, asset intensive, and projects and services industries.

The Sales Order Management application is designed to do more than just taking and shipping orders. It gives enterprises the ability to process both simple and complex orders, integrate sales with inventory systems, and set up different pricing structure (e.g., promotional pricing, bulk purchase, tired pricing.) It can also manage sales processes for stock and non-stock items, kits and configured items, recurring orders, and EDI orders.

The software handles the entire sales order process, helping organizations effectively manage workflows while capturing business-critical data for analysis. The key steps involved include entering a sales order, printing pick slip, confirming shipment, printing invoice, and updating information post-sale to ensure accurate records on accounts receivables, inventory on-hand balances, as well as sales, commissions, and pricing information.

How JD Edwards EnterpriseOne Sales Order Management Application Improves the Sales Process

The software is designed to improve efficiency and drive down the costs associated with sales order entry and processing. Here are some key benefits of the system:

  • Digitalization of the sales order process eliminates cumbersome filing and storing of paperwork, which can cause delays and errors.

  • Automation maximizes efficiency, streamline workflows, improve internal collaboration, and lowers labor costs associated with manually processing individual orders.

  • A centralized repository enables efficient sharing of customer information, inventory status, pricing data, etc. to facilitate real-time decision-making.

  • Visibility into the fulfillment process improves customer communications by providing real-time status updates.

  • The ability to manage overlapping pricing scenarios or handle complex product or order configurations provide added flexibility to meet customer requirements.

  • Improved tracking lowers costs associated with lost or misplaced orders, duplicate sales entry, data entry errors, or changes made to an existing order.

  • Days Sales Outstanding (DSO) can be lowered by shortening the time it takes to process an order.

  • The ability to capture all customer data and interactions (e.g., correspondence, acknowledgments, shipping documents, PODs, invoices, and payment) enables the creation of a 360-degree customer profile to improve customer service.

  • Integration with other business process applications minimizes manual data entry and ensures data integrity.

  • The centralized platform improves collaboration among various departments and helps break down silos across the entire enterprise to enable a customer-centric sales experience. 

  • Delivery of fast personalized service by meeting each customer's unique requirements, such as regular recurring orders, special pricing, delivery instructions, or billing requirements. 

  • Access to customers' specific requirements on the centralized 360-degree profile so everyone in the organization can deliver a consistent customer experience across all channels.

  • Detailed customer profiles allow sales reps to identify cross-sell and upsell opportunities to maximize revenues and optimize profits from every opportunity.

edwards enterpriseone sales order(source)

  • Country of original can be tracked at item-level to ensure regulatory compliance.

  • Margin protection feature controls and reduces order-entry costs to improve profit margins.

  • The ability to execute specific pricing or promotion for target groups help increase revenue.

  • The centralized platform connects offices and remote workers in various locations to ensure that they can gain access to all the business processes and data in real-time.

Key Features of JD Edwards EnterpriseOne Sales Order Management System 

The platform's many robust features help deliver a sales experience that will improve customer satisfaction and increase customer retention. These key functions allow you to:

  • Offer flexible ordering processes, e.g., handle different order types, adapt order flow to your business processes, accommodate various customer preferences, and enable the use of templates and customer self-service to streamline the ordering process.

  • Provide flexible order pricing, e.g., offer advanced or customer-specific pricing, include trade discounts, and use direct price entry that allows manual overrides to handle exceptions.

  • Process all the information needed for order entry, such as configure products, provide pricing options, suggest upsell and cross-sell, verify delivery dates, calculate tax and freight, and check customer credit, from one single viewport to enhance productivity.

  • View inventory in real-time during order entry to ensure that an item is in stock before confirming the purchase with the customer. 

  • Integrate with JD Edwards EnterpriseOne Demand Scheduling Execution, Manufacturing, Warehouse, and Transportation modules to improve customer communication by providing the ability to view order status at any stage in the fulfillment cycle. 

  • Accelerate the sales cycle, improve productivity, and enable sales teams to respond to customer requests effectively through mobile applications, which provide customer order overview, inventory availability, product pricing, quote review and release, sales order counts, order entry function, sales order search, and warehouse availability.

  • Streamline sales process with UX One role-based pages that enable customer service reps to access and act upon important customer information for a personalized sales experience.

  • Customize order entry and fulfillment options for each order based on customer profiles. Automatically populate unique requirements such as product allocations, delivery options, item attributes, product expiration dates, pricing, grades and potencies, messages and remarks, as well as invoicing and payment information to streamline the ordering process and minimize errors.

  • Define customer preferences at various levels (e.g., sold-to, ship-to, deliver-to, or parent address) using multi-tiered customer profile. For example, the purchasing experience can be streamlined by having the ability to ship products to multiple sites in a single order.

  • Increase cost-effectiveness of sourcing and warehousing by using data at the item and ship-to location level.

  • Leverage system-created order templates based on customer buying patterns to facilitate the ordering process. These templates can also use matrix order entry windows to efficiently process orders related to multi-attribute items.

  • Guide customers to the right product selection and improve customer satisfaction with kit processing capability, rule-based configuration management, and the graphical order configurator.

  • Calculate item availability automatically for limited edition products to ensure that customers don't exceed the predetermined allocation.

  • Combine any type of transaction (e.g., stock items, configured products, direct ship or transfer orders, blanket and recurring orders, split shipments, and drop shipments) into one sales order so you can respond quickly to complex customer requests and streamline workflow.

  • Handle product return based on customer needs through automated processes for speed and accuracy.

  • Deliver the most relevant information and improve customer experience by segmenting markets and creating specific offers for individual accounts or customer groups.

  • Offer the most relevant upsell recommendations by using order templates that capture customer and product data to increaser average order value and customer lifetime value. These templates can be generated based on individual customer's buying patterns or developed for promoting specific product groups.

enterpriseone sales order management(source)

  • Offer comparable items of equal or higher quality from an automatically generated list of product substitutions so you don't lose the sale when an item is out of stock.

  • Automate the selection and configuration of highly complex products with full integration between front-end sales and quote entry with back-end fulfillment operations and manufacturing systems.

  • Enable sell-side Vendor Managed Inventory (VMI) and consigned inventory using the outbound inventory management feature to streamline the order-to-cash process.

  • Optimize customer experience and delivery timeline by setting rules and using service-level information to prioritize fulfillment.

  • Set up and maintain multi-attribute items using the product variant features in the inventory tracking software to streamline product management throughout the supply chain, ordering, and fulfillment process.

  • Create, change, and manage business partner agreements with the agreement management function.

  • Improve customer demand tracking, adapt to customers' standards and processes, ensure compliance with contractual terms using the demand scheduling execution feature.

  • Import data into or export data from key functions, such as sales order entry, commitment workbench, commission, pricing, release quote/blanket, and direct ship orders, to enhance communications with other systems.

  • Integrate seamlessly with other  JD Edwards EnterpriseOne Applications for access to additional capabilities. For example, quality management function allows you to capture quality test results at ship confirm to minimize defective products that reach customers; electronic document delivery feature generates and automatically distributes formatted documents, such as invoices and reports, to customers and other business units.

  • Incorporate JDE Smart Add-Ons to add capabilities such as BI reporting, security and audit, environment and data management, archiving and purging, security, single sign-on, finance and planning, eCommerce, data cleansing, invoice and payment automation, exchange rate upload, business process automation, version management, workload automation, and fleet management.

  • Leverage Oracle Cloud, which is a hybrid cloud designed to optimize IT and operation budget and efficiencies through its Infrastructure-as-a-Service (IaaS), Platform-as-a-Service (PaaS), and Software-as-a-Service (SaaS) solutions.


JD Edwards EnterpriseOne Sales Order Management system is a great solution for organizations looking to improve business performance, expedite order processing, accelerate sales cycles, enhance internal collaboration, increase efficiency, improve visibility and reporting, lower cost, minimize errors, and augment customer experience.

Its robust features can help you stay competitive in today's customer-centric business environment. It's also an important tool for driving digital transformation in an organization by streamlining and aligning business processes to meet the needs of today's customers.


  • JD Ewards EnterpriseOne is a suite of applications from Oracle
  • JD Edwards EnterpriseOne Sales Order Management Application Improves the Sales Process
  • Help deliver a sales experience that will improve customer satisfaction and increase customer retention
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