GRG DMS

Salesforce - JDE Integration

Master Data Integration

Customer - Product - Pricing Integration

Customer - Add New & Update

Customer - Add New & Update

Customer - Add New & Update

Customer - Add New & Update

Customer - Add New & Update

Customer - Add New & Update

Customer - Add New & Update

Customer - Add New & Update

Product - Add New & Update

GRG from JDE to create new product and send to SF
SF to create Item Master accordingly

Product - Add New & Update

GRG from JDE can update existing product and send to SF
SF to update Item Master to reflect the change accordingly

Product - Add New & Update

GRG from JDE can update existing product and send to SF
SF to update Item Master to reflect the change accordingly

Price List - Add New & Update

Supplier Catalogue Price Break --> GRG Sales to Distributor
Price --> GRG or DT Sales to Outlets

Price List - Add New & Update

Price List - Add New & Update

Price List - Add New & Update

Price List - Add New & Update

Price List - Add New & Update

Price List - Add New & Update

Price List - Add New & Update

Price List - Add New & Update

Price List - Add New & Update

Price List - Add New & Update

Price List - Add New & Update

Price List - Add New & Update

Price List - Add New & Update

Scenario 1 - S1 Primary Sales

Order Processing -
Split Order, Cancel SO Line, Create Picklist, Delivery Order/ Shipment, Create Invoice, 
Create Full/Partial Payment

Scenario 1 - S1 Primary Sales

Sometimes they split SOL to send shipment multiple time due to insufficient stock of the same Lot Number, sometimes they need to split SOL because they just want to ship what they have and cancel the rest

FF Standard way to receive is via Put-Away Inventory, as the item was defaulted to be received in Receiving Warehouse, but we simplified and automated it via integration

Receipt Lines - View as DT user

Receipt Lines - View as GRG Sales Admin

Inventory gets increased in relevant WH after Receipt

SF sends back to JDE the ship confirm acknowledgement
JDE decreases the quantity shipped for that item
JDE sends to SF the Invoice (DT will receive Invoice # via email)
SF creates AP Voucher accordingly

JDE sends payment and associated Sales Invoice
SF creates Cash Vendor Payment, Matching Payable Invoice to the payment and Complete the PIN

JDE sends payment and associated Sales Invoice
SF creates Cash Vendor Payment, Matching Payable Invoice to the payment and completes the Payable Invoice

Scenario 1 - S1 Primary Sales

Return to Vendor -
Distributor to return goods 
to GRG

SF sends RTV request to JDE with the return line associated with receipt line against JDE Sales Order they shipped to DT before (Customer PO No)
JDE creates Customer Return order type, and create Customer Receipt for number of items returned, and issue Payable Credit Notes for DT

SF creates AP Voucher Credit against the paid AP Voucher
SF creates Miscellaneous Issue for the quantity of items returned

SF creates AP Voucher Credit against the paid AP Voucher
SF creates Miscellaneous Issue for the quantity of items returned

SF auto creates a Cash Entry with Payment Refund type to reflect the refund amount which GRG having to refund DT the returned items value
SF auto posts the Cash Entry to balance the Payable Credit Note and complete the returning cycle

Scenario 2 - S2 Secondary Sales

Order Processing -
Split Order, Cancel SO Line, Create Picklist, Delivery Order/ Shipment, Create Invoice, 
Create Full/Partial Payment

JDE sends Shipment confirmation information and Sales Invoice to SF

SF updates S2 Sales Order to Fulfilled status and creates Picklist, Shipment and Sales Invoice accordingly

JDE creates Cash Receipt Entry and send payment information to Salesforce to record the customer partially/fully pay the invoice

JDE creates Cash Receipt Entry and send payment information to Salesforce to record the customer partially/fully pay the invoice

SF creates Cash Entry accordingly to reflect the payment against the invoice, and complete the Cash Matching to mark the invoice as Paid

SF creates Cash Entry accordingly to reflect the payment against the invoice, and complete the Cash Matching to mark the invoice as Paid

SF S2 Sales Order now completed its cycle of order processing

Sales Order splitting and cancelation

User creates new S2 Sales Order from Salesforce and sync to JDE

Sales Order splitting and cancelation

Payload sent to JDE Orchestration

Sales Order splitting and cancelation

S2 Sales Order auto created in JDE, Sales Admin to release hold, pick, pack, ship normally

Sales Order splitting and cancelation

The order gets split into 2 lines to demonstrate partial shipment

Sales Order splitting and cancelation

The first 1 case is being shipped first, user creates the picklist and Delivery Order for first Sales Order line

Sales Order splitting and cancelation

The invoice is being sent to Salesforce for the first shipment

Sales Order splitting and cancelation

The invoice is being sent to Salesforce for the first shipment

Sales Order splitting and cancelation

Salesforce auto creates the Sales Invoice accordingly

Sales Order splitting and cancelation

JDE creates partial payment on the invoice

Sales Order splitting and cancelation

JDE creates partial payment on the invoice, and send the payload to SF

Sales Order splitting and cancelation

SF side auto updates the invoice Payment Status to Part Paid, which means partially paid

Sales Order splitting and cancelation

SF side auto updates the invoice Payment Status to Part Paid, which means partially paid

Sales Order splitting and cancelation

SO Line Cancelation from JDE side

Sales Order splitting and cancelation

2nd SO Line Cancelation payload is sent to SF from JDE side
SF cancel the corresponding line with associated item quantity

Scenario 2 - S2 Secondary Sales

Customer Return -
Customer to return goods 
to GRG

A customer return order type SO is auto created in JDE

User receive stock the quantity of item being returned in JDE

JDE sends the Credit Notes to SF

SF auto creates CRET receipt
SF auto creates Sales Credit Notes accordingly

SF auto creates a new Sales Credit Notes accordingly with 24 cases returned and 'Unpaid' Payment Status

JDE creates the Cash Receipt to apply payment for the Sales Credit Notes
SF creates the Cash Receipt Entry and Cash Matching to close the Sales Credit Notes

Complete the Customer Return process cycle

Scenario 3 - S3 Van Sales

Van Salesman calls GRG HQ to request stock
Sales Admin transfers stock requested to van sales warehouse in JDE
Van Salesman sees the stock availability in his warehouse via tablet mobile app
Van Salesman creates Sales Order in mobile app and submits, prints Sales Invoice with mobile printer
Salesforce gets sync'ed with the new Order number
Van Salesman's stock gets decreased accordingly
Van Salesman returns stock to GRG main WH