Setup Fulfillment

OF_SETUP_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Setup Fulfillment

Define basic fulfillment settings and defaults.

Setup Fulfillment-Fulfillment Engine

OF_SETUP1_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Fulfillment Engine

Define fulfillment engine defaults at the business unit level.

Setup Fulfillment-Fulfillment Engine Options

INV_FUL_DFLT_BU

Select the Processing Options link on the Setup Fulfillment-Fulfillment Engine page.

Define fulfillment engine processing options for the business unit level.

Setup Fulfillment-Reservation

OF_SETUP5_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Reservation

Establish default parameters to set orders to the releasable state; including settings for soft-reserving stock, reservation rules, and backorder rules.

Setup Fulfillment- ATP Reservations

OF_SETUP8_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, ATP Reservations

Define available to promise (ATP) settings plus selecting optional sources of supply and demand used to calculate available to promise quantities.

Setup Fulfillment-Order Release

OF_SETUP2_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Order Release

Define parameters and defaults for the Order Release process to release orders to picking.

Fixed Picking Workflow Role Assignment

FPB_ROLENAME_INV, FPB_ROLE_IT_INV

Click the Assign Role link on the Setup Fulfillment-Order Release page or the Setup Item Fulfillment page.

Create a route control profile for the Fixed Pick workflow.

Setup Fulfillment-Electronic Fulfillment

OF_SETUP3_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Electronic Fulfillment

Establish default electronic data collection options for the picking plan, bills of lading, and packing slips.

Setup Fulfillment-Pick Plan Label

OF_SETUP4_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Pick Plan Label

Establish default bar coding options for generating carton and item usage labels.

Setup Fulfillment-Shipping

OF_SETUP6_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Shipping

Define default shipping options.

Setup Fulfillment-Transportation Interface

OF_SETUP7_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Transportation Interface

Define default options for integration with a transportation management system.

Setup Fulfillment- Demand Change Configuration

OF_SETUP9_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Demand Change Configuration

Configure the ability to change fields on a sales order during the fulfillment process.

Auto Stock Approval (automatic stock approval)

Select to enable automatic approval for all demand requests staged to the Demand table (IN_DEMAND).

If you require tighter control of your stock approval processing, do not select this option. You must then approve all demand lines manually on the Approve Stock Request page before the Reserve Materials process (IN_FUL_RSV) or the Shortage Workbench can move them to the demand management tables for picking.

Allow Overpick

Select to enable overpicking (picking more than the requested quantity) in the business unit for material stock requests.

Check On Hold

Select to verify the on-hold status of a sales order or material stock request before allowing picking confirmation of the order line. If an order line is on hold, the Material Picking Feedback page and the electronic data collection Inventory Picking process (IN_FUL_PFB) prevent you from confirming it.

Allow Item Substitutes

Select to permit item substitution for material stock requests during picking. If no fulfillment setup options are defined on the Setup Item Fulfillment page for the requested item, this setting becomes the default for new material stock requests created using the Create/Update Stock Request component or the purchase order sourcing processes.

Max Picking Tolerance (maximum picking tolerance)

Indicate the percentage of overpicking allowed if you have selected the Allow Overpick check box. If the amount that you overpick on the Material Picking Feedback page or the Shipping/Issues − Picking Feedback page exceeds this percentage, PeopleSoft Inventory issues a warning. To generate a warning for any amount of overpicking, set the picking tolerance to 0.

Note. The values that you define here appear by default on internal stock requests and interunit transfers created using the Create/Update Stock Request and Express Issue components. External orders and sales orders use the overpicking parameters established for the ship to customer.

Weight UOM

Select a unit of measure if you want the total weight of orders released for picking to appear on the Order Release Selection group box of the Order Release Request process page and the Picking Plan report.

PeopleSoft Inventory uses this unit of measure (UOM) to obtain the sum of estimated shipments when doing freight calculations and to record the weight of items in a shipping container in the Packing Session component.

Volume UOM

Select a UOM if you want the total volume of orders released for picking to appear on the Order Release Selection group box of the Order Release Request process page and the Picking Plan report generated by the Order Release process. PeopleSoft Inventory uses this UOM to obtain the sum of estimated shipments when doing freight calculations.

Partial Qtys Can Ship (partial quantities can ship)

Select to permit the reservation and shipment of partial quantities of demand lines when there is insufficient stock available to fulfill the line. You can override this check box for a specific item on the Setup Item Fulfillment page or for a specific demand line in the Create/Update Stock Request and Maintain Stock Request components.

If you enable the shipment of partial quantities, you must also select Partial Orders Can Ship.

Cancel Backorder

Select to prevent the automatic creation of backorders for partially fulfilled or short-shipped demand lines. You can override this check box for a specific item on the Setup Item Fulfillment page or for a specific demand line in the Create/Update Stock Request, Maintain Stock Request, and Shipping/Issues components.

Partial Orders Can Ship

Select to permit shipment of partial orders. If you do not select this check box, PeopleSoft Inventory does not ship stock requests until all order lines are reserved and picked. You can override this option for a specific order in the Create/Update Stock Request and Maintain Stock Request components.

Non-Soft Reserved State

Select the Unfulfilled or Releasable state to initially add a demand line for non-soft reserved items. If you select Releaseable, then you must also select the Auto Stock Approval check box on this page.

Auto Backorder Approval (automatic backorder approval)

Select to enable the Reserve Materials process, online reservations, and the Shortage Workbench to process backorders without manual approval. This option creates reservations for the backordered demand when sufficient stock is available. If you do not select this option, the system creates backorder demand lines with a status of Backorder, and you must approve them manually on the Update Unreserved Orders page or the Shortage Workbench before making a reservation.

Create Adhoc Requisitions

Select to enable the Reserve Materials process and online reservations to create an ad hoc replenishment request when insufficient stock is available to fulfill the demand line. Ad hoc replenishment requests are also created by the Shortage Workbench if a previously fully reserved demand line is unreserved and the first backorder line is being created. Ad hoc replenishment requests can also be created by the Shipping/Issues component when short shipping a non-backorder demand line. Ad hoc replenishment requests are created only if a backorder is created. PeopleSoft Purchasing or a third-party purchasing application then processes the ad hoc replenishment request. If you do not select this check box, partially filled orders are backordered only.

Stage for Putaway

Select to stage the stock for putaway. You then use the Stockroom Feedback page to activate the Putaway check box and indicate where to put the stock away.

Putaway at Save

Select to put the stock away automatically upon saving the Cancel/Hold Stock Request component, Material Picking Feedback page, or Shipping/Issues component.

Price Markup

Select to enable price markup percentages for interunit transfers in the Create/Update Stock Request component. Enter a default Price Markup percentage. The system uses this default if no markup percentage is defined for the item on the Item Price Markup page. If you do not allow price markups, the system uses the transfer prices defined on the Item Transfer Price page. If the transfer price is blank, the Shipping/Issues component applies the percentage markup to the item’s cost. You can override the price markup percentage for interunit transfers in the Create/Update Stock Request component.

Transfer at Zero Cost

Select to ship interunit transfers at zero cost. The source business unit records a loss for the entire cost of the shipped items. This feature enables you to ship promotional or sample items at no cost to the destination business unit.

Allow Address Override

Select to enable users in this business unit to override the default shipping address on an intercompany transfer. This setting is used only for intercompany transfers. For all other orders, the shipping address can be changed. Select this check box when you have also selected the Inventory business unit settings for interunit transfers using the Installation Options - Inventory page and entered an intercompany stock request.

Allow Interunit Backorders

Select to create backorders for the remaining quantity of an interunit request that is only partially fulfilled. If you do not select this option, PeopleSoft Inventory fulfills only as much as is available for interunit requests; the remaining quantity must be requested from another business unit.

Cross Dock

Select to enable cross docking in the business unit. You can modify this default value for individual items on the Setup Item Fulfillment page.

Cross Dock Lead Days

Identify the number of days to use when calculating open demand quantity for cross docked items. If the Use Closure Calendar check box is selected on the Setup Fulfillment- Reservation page, then the system takes closure dates into consideration when calculating open demand. For example, if the closure calendar specifies Saturday and Sunday as closed days, then these days are not counted as lead days when calculating open demand.

You can modify this default value for individual items on the Setup Item Fulfillment page.

Auto Release User ID

Select any user ID that has created a run control for the Order Release Request process page.

Auto Release Run Control

Select all run controls for the Order Release Request process page that have been set up by the user entered in the Auto Release User ID field above.

Auto Schedule Processing

Select to immediately process the fulfillment transaction requests from the Fulfillment Workbench and external interfaces. The Fulfillment Requests process launches when the requests are posted to the staging tables.

Release Additional Locks

Select to instruct the fulfillment engine to release any locks not identified by the first processing group of data determined at run time.

Perform Validation

Select to validate the inbound demand lines before moving them to the PeopleSoft Inventory demand tables for releasing to picking. This validation occurs when using the Shortage Workbench and fulfillment engine processes to reserve or ship from an unfulfilled state. If errors occur, you can correct them using the Correct Demand Errors component.

Note. We recommend using this option if demand is sent to PeopleSoft Inventory from a third-party system.

Log Errors Option

Defines what the system should do with transaction request errors when the fulfillment engine cannot process successfully. There are two options:

• Transaction Error Log: Transaction request errors are kept in the staging tables and set to a status of error. Use the Transaction Maintenance page to view and correct these requests for resubmission to the fulfillment engine.

• Message Log: Transaction request errors should be logged to the message log, and the status of those transactions changed to cancel. This prevents fulfillment transactions from being set to error status in the staging tables.

Page/Process and Transaction Program

Displays the type of interface that uses the processing options:

• Reserve Materials Process: Use this row to define the default processing options to be used by the Reserve Materials process page.

• Create/Update Stock Request: Use this row to define the default processing options to be used by the Create/Update Stock Request component.

• Order Release Request: Use this row to define the default processing options to be used by the Order Release Request process page.

• Picking: Use this row to define the default processing options to be used by the Inventory Picking process page.

• Material Picking Feedback: Use this row to define the default processing options to be used by the Material Picking Feedback page.

• Picking Confirmation: Use this row to define the default processing options to be used by the Picking Confirmation process page.

• Front-end Shipping Requests: Use this row to define the default processing options to be used by the Front-end Shipping Requests process page.

• Express Issue: Use this row to define the default processing options to be used by the Express Issue page.

• Shipping Requests: Use this row to define the processing options to be used by the Shipping Requests process page.

• Shipping/Issues: Use this row to define the default processing options to be used by the Shipping/Issues component.

• Deplete On Hand Quantity: Use this row to define the default processing options to be used by the Deplete On Hand Quantity process page.

• Fulfillment Workbench and Request to Reserve: Use this row to define the default processing options for the Fulfillment Workbench page when using an action of Reserve to move an unfulfilled order to another state.

• Fulfillment Workbench and Request Picking Feedback: Use this row to define the default processing options for the Fulfillment Workbench page when using an action of Pick Confirm to move a released order downstream.

• Fulfillment Workbench and Request to Ship (front-end): Use this row to define the default processing options for the Fulfillment Workbench page when using an action of Front End Ship to move an unfulfilled or releasable order to shipped status.

• Fulfillment Workbench and Request to Ship: Use this row to define the default processing options for the Fulfillment Workbench page when using an action of Ship to move an unfulfilled, releasable, or released-pick confirmed order to shipped status.

• Transactions and Request to Reserve: Use this row to define the default processing options for fulfillment transaction requests posted by the application message, Inventory_Reservation.

• Transactions and Request Picking Feedback: Use this row to define the default processing options for fulfillment transaction requests posted by the application message, Inventory_Pick_Confirm.

• Transactions and Request to Ship (front-end): Use this row to define the default processing options for fulfillment transaction requests posted by the application message, Inventory_Front_End_Shipping.

• Transactions and Request to Ship: Use this row to define the default processing options for fulfillment transaction requests posted by the application message, Inventory_Shipping.

Allow State Overrides

Select to enable the user to select a different From State in the fulfillment transaction request.

Select Unfulfilled,Select Releasable,Select Released, and Select Confirmed

Select the from state (or starting fulfillment status) of the orders to be moved to another status by the fulfillment engine.

Auto Partial Qty Approval (automatic partial quantity approval)

Select to enable the Order Release Request process (IN_FUL_RLS) to release partially fulfilled orders to picking without manual approval. If you require tighter control of the partial quantity fulfillment, do not use this option. (In that case, you must approve partial quantity requests manually using the Shortage Workbench before the demand line is set to the Released state.)

Reservation Lead Days

Indicate the number of days required to pick, pack, and ship the majority of the items in the business unit.

The Reserve Materials process reserves the quantity for soft-reserved order lines that have a scheduled ship date between the current date and the date defined by the current date plus the number of reservation lead days. If the scheduled ship date of an order line for an ATP-reserved item falls within the number of reservation lead days and the full order quantity could not be promised earlier when the scheduled ship date was outside the number of reservation lead days but within the number of ATP lead days, the Reserve Materials process can partially promise the order line as long as the order permits partial quantities.

Use Closure Calendar

If you have defined a Closure Calendar page for this PeopleSoft Inventory business unit, select this check box to enable the system to take into account days that your warehouse is closed. When calculating the lead time period for reservations and the open demand period for cross docking, the system starts with the current date and determines the end of the period by adding the current date plus the number of lead days plus one day for every closed day, thereby skipping any closed days. For example, if the closure calendar specifies Saturday and Sunday as closed days, then these days are not counted as lead days when calculating the time period. To have the system calculate reservation lead time and open demand time based on the current date plus the lead days (without removing days that the business unit is closed), then clear this check box.

Allow Override of Lead Days

Select to enable the user to change or ignore the reservation lead days when running the Reserve Materials process.

Max Lead Days

Enter the maximum number of reservation lead days that can be entered on the Reserve Materials process when you select the Allow Override of Lead Days check box on this page. If you enter no value, the system assumes zero days. The override entries on the Reserve Materials Process page cannot exceed this maximum.

Note. Consider the potential risk in allowing the override of the reservation lead days. When the Cancel Backorders check box is selected on the Setup Fulfillment page and there is not sufficient stock at reservation time, then the order lines are canceled, not backordered. Unintended results, such as cancelling orders, could occur if the user entering the parameters on the Reserve Materials process page overrides the lead days with a large number of days or if the user selects the Ignore Lead Days value from the Use Lead Days field. If you enter a number in the Maximum Lead Days field on this page, then the system issues an error message on the Reserve Materials process page when a user enters a number of lead days greater than the maximum lead days.

Final Sort Option

Select an option to be used in conjunction with the business unit’s demand priority rules (established on the Priority Rule Definition page) to determine order line sequencing for reservation processing. Order lines are first sequenced using the inventory priority rules. Order lines matching the same inventory priority are sequenced using the Final Sort Option field. If no inventory priority rules exist, order lines are sequenced using only the value in the Final Sort Option field. Values are:

Date:Sequences order lines according to this hierarchy:

1. Scheduled ship date: sorted earliest to latest date.

2. Scheduled ship time: sorted earliest to latest time.

3. Order shipping priority: sorted numerically, smallest to largest.

4. Order number: sorted alphanumerically, smallest to largest.

5. Order line number: sorted numerically, smallest to largest.

6. Schedule line number: sorted numerically, smallest to largest.

7. Demand line number: sorted numerically, smallest to largest.

Order No (order number): Sequences order lines using this hierarchy:

1. Order number: sorted alphanumerically, smallest to largest.

2. Scheduled ship date: sorted earliest to latest date.

3. Scheduled ship time: sorted earliest to latest time.

4. Order line number: sorted numerically, smallest to largest.

5. Schedule line number: sorted numerically, smallest to largest.

6. Demand line number: sorted numerically, smallest to largest.

Priority: Sequences order lines using this hierarchy:

1. Order shipping priority: sorted numerically, smallest to largest.

2. Scheduled ship date: sorted earliest to latest date.

3. Scheduled ship time: sorted earliest to latest time.

4. Order number: sorted alphanumerically, smallest to largest.

5. Order line number: sorted numerically, smallest to largest.

6. Schedule line number; sorted numerically, smallest to largest.

7. Demand line number: sorted numerically, smallest to largest.

Negative Available Qty Allowed

Select this check box to enable users to drive the available quantity negative using the Shortage Workbench.

Release Kit Multiples

Select to allow only complete product kits to be set to releasable status by the Reserve Materials process or online reservation processing. When processing product kits from PeopleSoft Order Management, there may be insufficient quantity of one or more of their required components to reserve all of the complete kits requested. This check box instructs the reservation processes to send only complete kits downstream to the releasable state. For example; suppose that product kit X consists of 2 units of item A and 1 unit of item B. The demand line requests a quantity of 10 product kit X. Available stock includes 22 units of item A and 4 units of item B. The system can reserve 20 units of item A and 4 units of item B, then 8 units of item A and 4 units of item B (4 complete kits) are set to releasable status and passed downstream for picking.

For any quantities initially reserved or promised but could not be set to releasable, in this case, 12 units of item A, the system follows the backorder rules to determine if the items stay reserved or promised. On the backorder rules:

• If the action is Create a Backorder, then the leftover quantity is backordered and any reserved or promised quantity remains reserved or promised. For any quantities initially lot-allocated that could not be set to releasable, the quantity is de-allocated.

• If the action is Release as Shortage, then the backorder decision should be made based on the line backorder-shipping rule. If no line backorder-shipping rule exists, the backorder decision should be made based on the Cancel Backorder flag.

• If the action is Hold and Notify, then no kits get set to the releasable state. All kit components remain in an unfulfilled state, the demand line's Approved Flag is set to no, and a notification gets published to the Message Dashboard.

• If the action is Cancel Backorder, then the quantity is canceled and made available to other demand lines.

Note. Kit components with the Optional Ship flag set on their definition, are ignored, when calculating the multiples of kits that can be sent downstream to the releasable state.

Line Backorder Rule(Backorder rule)

There are two parts to this rule:

1. Backorder rule at release: Determines, if there is insufficient demand to reserve, what should be done about the shortage. The rule can create a backorder, cancel a backorder, send the shortage downstream to be handled in a later fulfillment step, or hold the demand line back and notify an individual through email.

2. Backorder rule at shipping: Once a shortage (Release as Shortage option on the Backorder Rule-Release page) has been sent downstream to shipping if there is still no quantities to ship, then this rule determines what happens to the demand line.

Line Reservation Rule(Line-level reservation rule)

Defines the specific criteria that must be satisfied by this individual demand line before the demand line is moved to the releasable state. For example, a line reservation rule might be that the reserved quantity must equal or exceed 90 percent of the requested quantity on the line before it is set to the releasable state.

Line Reservation-Backorder Rule

Defines the specific criteria that must be satisfied by a backordered demand line before the demand line is moved to the releasable state. For example, a line reservation-backorder rule might be that the reserved quantity for an already backordered line must equal 100 percent of the requested quantity before it is set to the releasable state. If no line reservation-backorder rule exists, then the system used the line reservation rule for backordered demand lines.

Order Reservation Rule(Order-level reservation rule)

Defines the specific criteria that must be satisfied by the entire order or grouping that this individual demand line is in, before the demand line is moved to the releasable state. For example, an order reservation rule might be that all the lines in an order must reserve 100 percent of their reserved quantity before the order can move downstream.

Soft Reserve

Select to enable the Reserve Materials process to move item quantity from the business unit’s quantity available to the business unit’s quantity reserved so that future orders cannot consume the stock. If you do not enable soft reservations, stock is allocated to orders only at the time of order release (when the line is moved to the released state). You cannot change this option at either the business unit or the item level (on the Setup Item Fulfillment page) if there are any reserved quantities processing in the system. This includes any demand that has been lot allocated or processed by the Reserve Materials process but that has not yet been shipped and depleted.

Reserve Online

Select to require order lines to be soft-reserved manually using the Shortage Workbench. Performing soft reservations online enables you to manage situations of short supply by controlling how the available quantity of an item is distributed among order lines.

The Reserve Materials process does not include items marked for online soft reservations. If you modify the Reserve Online option for business unit-item level defaulting purposes, be aware that the system ignores this setting for non-soft-reserved items. For example, you might disable soft reservations at the business unit level but select it for specific items. To perform online reservations for most of those items, select as the default the Reserve Online check box at the business unit level.

ATP Lead Days (available to promise lead days)

Set the number of days ATP lead days.

The optimum value varies depending upon the reliability of the business unit’s suppliers. When setting the number of ATP lead days, strive for a balance between the variability of your supply and your need to make fulfillment commitments to your customers. The longer the lead time, the more volatile the supply; that is, the more likely that expected receipt dates and receipt quantities are subject to change and affect your ability to fulfill orders as promised. The shorter the lead time, the less future supply is available to make commitments against.

• The numbers that you select for ATP and reservation lead days determine the time frame in which the Reserve Materials process can promise order lines for ATP-reserved items.

• If the scheduled ship date is within the ATP lead days but outside the normal reservation lead days, the Reserve Materials process promises only the full order quantity.

  If the full quantity cannot be promised, the system does not process the order line.

• If the scheduled ship date falls within the number of normal reservation lead days, and if partial quantities are allowed, the Reserve Materials process promises as much of the order quantity as possible and then creates or cancels the backorder, depending on the status of the order’s Cancel Backorder check box.

The number of ATP lead days also determines the time frame in which the Order Entry Form component can promise order lines for ATP-reserved items:

• If the scheduled ship date falls within the number of ATP lead days, you can promise the order line directly from the Order Entry Form component.

• If the date falls outside the ATP lead days window, you cannot promise the order line.

  When the scheduled ship date later falls within the ATP lead days, you can use either the Reserve Materials process or the Order Entry Form component to promise the order line.

Note. PeopleSoft recommends that the ATP lead days be greater than the reservation lead days.

Note. The reservation lead days cannot be overridden when processing ATP items. ATP processing always uses the reservation lead days defined here.

Dependent Demand

If PeopleSoft Manufacturing is installed, select this check box to include the demand for an item that is sold as part of an assembly in the demand side of the ATP calculation. Dependent demand is derived from the bills of material associated with production orders that are firm, released, or in process.

Note. When dependent demand is included in the ATP calculations, it is treated as promised demand.

Plan Transfer Demand

If PeopleSoft Supply Planning is installed, select this check box to include planned transfers in the demand side of the ATP calculation. Define which planned transfers should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.

Plan Production Demand

If PeopleSoft Supply Planning is installed, select this check box to include planned production in the demand side of the ATP calculation. Define which planned production should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.

Incl WIP in Starting Qty (include work-in-process in starting quantity)

Select if item quantities in WIP storage locations should be considered available to promise in the ATP calculation; that is, if item quantities in WIP storage locations is available to fulfill finished good demand. This check box applies to both Dependent Demand and Planned Production Demand.

Work Order Demand

If PeopleSoft Maintenance Management is installed, select this check box to include work orders in the demand side of the ATP calculation.

Approved PO Requisitions (approved purchase order requisitions)

If PeopleSoft Purchasing is installed, select this check box to include approved purchase order requisitions in the supply side of the ATP calculation.

Co-Products/By-Products

If PeopleSoft Manufacturing or PeopleSoft Supply Planning are installed, select this check box to include co-products and by-products in the supply side of the ATP calculation. This includes both production and planned production as sources of supply.

• Co-products are items manufactured together or sequentially with another product due to product or process similarities.

• By-products are items produced residually from the production process for another item.

Entered Status Production

If PeopleSoft Manufacturing is installed, select this check box to include production orders in the Entered status in the supply side of the ATP calculation.

Plan Purchase Orders

If PeopleSoft Supply Planning is installed, select this check box to include planned purchase orders in the supply side of the ATP calculation. Define which planned purchase orders should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.

Plan Transfer Supply

If PeopleSoft Supply Planning is installed, select this check box to include planned transfer orders in the supply side of the ATP calculation. Define which planned transfers should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.

Plan Production Supply

If PeopleSoft Supply Planning is installed, select this check box to include planned production orders in the supply side of the ATP calculation. Define which planned production should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.

Date/Time Range

The order release process includes demand lines scheduled to ship within the specified From and Thru parameters. For example, you could release orders for picking that are scheduled to ship between 8 a.m. next Monday and 5 p.m. next Friday.

Lead Days/Minutes

The order release process includes demand lines scheduled to ship on or before today's date, plus the specified picking lead time entered in the Lead Days and Minutes fields. For example, you could release to picking orders scheduled to ship tomorrow at 3:00 p.m. by using the values 1 day, 180 minutes (if the current time is 12:00 p.m.).

Note. If the business unit requires closure calendar validation for shipping activities as defined on the Closure Calendar page, and the calculated scheduled ship date falls on a defined closure date, the system adds one day for every closed day to the picking lead time to compare against the scheduled ship date. Times are not included in these calculations.

Today/Until

The order release process includes demand lines scheduled to ship today until the specified time.

New Page

Select this check box to insert a page break at this sort level.

New ID

Select this check box to create a new pick plan ID at the first sort level

Allow Split

If using processing groups, this check box controls how the processing group is split. If you do not select this check box, then the processing group includes all demand lines within the selection criteria until there is a break in the first sort order key. If you do select this check box, then the processing group count is strictly maintained and a separate processing group is created for additional demand lines even though a break in the first sort key has not been reached.

Action

Defines the action to be taken by the Order Release process. The options are:

• Create Allocations: The order release process uses the specified picking rules to determine the most appropriate storage location from which to pick each item, then creates an allocation to reserve the requisite quantity in the storage location. This is known as a push or system-defined picking plan.

• Make Suggestions: The order release process suggests storage locations from which to pick each item but does not make an allocation. Because there is no allocation of quantity, the picker is not limited to a specific location, nor is the suggested location necessarily excluded from other order release processes or picking plans. When picking is complete, the picker enters the actual storage location information using the Material Picking Feedback page, the Shipping/Issues - Picking Feedback page, or an electronic data collection device. This is known as a pull or user-defined picking plan.

  Note. If you work with an electronic data collection application that transfers material from a material storage location to a shipping area before sending the shipping transaction, use a pull picking plan.

  Note. When picking serialized items using an electronic data collection system, a push picking plan directs the picker to a specific set of allocated serial numbers. This may present a problem if the specified items are not easily retrieved, as serial number substitution can result in a transaction error if the alternate serial number has been allocated for another plan. For this reason, you may also want to use a pull plan for serialized items.

• Release Only: The order release process puts the selected demand lines in the released state and assigns a pick batch ID but does not allocate or suggested storage locations for picking. This action can improve system performance when using the Shipping Order Release EIP.

Picking Plan

Select to generate the Picking Plan (SQR) report.

Carton Labels

Select to create shipping carton labels automatically when run the Order Release process. These labels (which can be applied to each carton) enable you to provide shipping information for shipping personnel and carriers, build shipping containers, and provide customer-specific information identifying items within the cartons. Additional parameters for the shipping carton labels are defined on the Setup Fulfillment-Pick Plan Label page in this component.

Create Extract File

Select to create an extract file containing information generated by the Order Release process. This is an optional file that is sorted according to the options specified on the Order Release Group/Order By group box on this page or the Order Release Request process page. The file can be downloaded into an electronic data collection system that allows bar code-driven picking.

Item Usage Labels

Select to create item usage labels automatically when you print the picking plan. These labels aid in the tracking of material usage. Define file parameters on the Setup Fulfillment-Pick Plan Label page in this component.

Shipping Order Release

Select to generate the Shipping Order Release EIP. The sort selections available on this page do not control the sequence of the orders in the shipping order release message. Order data in the order release message sent to the third-party system is separated into logical orders based on breaks in the following sort sequence: business unit, demand source, source business unit, order number, customer ID, ship to ID, address sequence code, carrier ID, and ship via. If the address information for an order is modified before order release, the address fields are added to the sort sequence.

Auto Pick

Select this check box when using the action Create Allocations to automatically set the Confirm Flag to yes. If the confirmed flag is set to yes, then the line can advance to a confirmed, shipped, or depleted state without going through picking feedback.

Show Total Pieces

Select to have the Order Release Selection group box of the Order Release Request page display the total number of pieces selected.

Location Option

Select a directed picking algorithm:

• Container Option: Pick from single-item containers.

• Default Putaway Location: Pick from the default putaway locations assigned on the Default Putaway Locations page.

• Default Shipment Location: Pick from the Default Ship Location Option assigned on the Setup Item Fulfillment-Shipping Options page, or if no location is assigned at the business unit/item level, pick from the Default Ship Location Option assigned on the Setup Fulfillment-Shipping page (the business unit level). If available quantity is not found at the Default Ship Location then the All Available Locations option is used.

• Fixed Pick Location: Pick from the sequence of fixed picking locations assigned on the Fixed Picking Locations page.

• Pick by Date: Sort locations containing lot-controlled or staged date-controlled items chronologically and pick according to the specified Date Option.

• All Available Locations: Select picking locations based on the defined picking zones (in order of priority) and on the specified Tiebreaker.

Date Option

If you select Pick by Date in the Location Option field, select one of these options:

Earliest Available Lot (FIFO): Pick from locations containing lots with the earliest creation dates.

Earliest Expiration Date (FEFO): Pick from locations containing lots with the earliest expiration dates.

Earliest Staged Date (FIFO): Pick from locations containing items with the earliest staged dates.

Latest Staged Date (LIFO): Pick from locations containing items with the most recent staged dates.

Tiebreaker

If you select Container Option, Pick by Date, or All Available Locations in the Location Option field, specify a tiebreaker to be used when multiple storage locations qualify for picking:

FL (fewest locations): Pick from the fewest locations possible, beginning with those containing the most available quantity.

PC (pick to clear): Empty locations whenever possible, beginning with those containing the least available quantity.

Picking Notes

If you select the Picking Plan check box to generate the picking plan SQR report, then you can select a message to print at the top of each page of the Picking Plan report:

Broken Pallet First: Instructs the picker to pick any broken pallets first.

Largest Batch First: Instructs the picker to pick the largest batch first.

None: No message prints.

Smallest Batch First: Instructs the picker to pick the smallest batch first.

Shortage Release Option

Select a shortage release option for situations where there is not enough available stock to fulfill the planned release quantity. Shortage release options are:

• Release Shortage: Release demand line to picking as a shortage. The system sets the demand line to the released state and assigns a pick batch ID. If you choose the Action of Create Allocations (push pick plan), the system allocates any quantity available to the demand line. This option is useful when stock is often received into the business unit after the pick plans have been run or when you want to float the shortage downstream to print on the shipping documents as a zero or partial shipment.

• Do Not Release Shortage: Do not release the demand line to picking if there is a shortage. The system does not allocates any partial quantities and the demand line is not set to the released state.

• Use Partial Quantity Logic: This option further defines a shortage using the demand line's Partial Quantity flag. If there is not enough available stock to fulfill the demand line and the Partial Quantity flag is set to no, then do not release the demand line. In addition, if there is zero available stock, then do not release the demand line. If the Partial Quantity flag is set to yes and there is a quantity greater than zero available, then release the demand line.

Print Pick Quantity Only

For each demand line, select to print all the quantity fields on the pick plan or just the pick quantity.

Pick Quantity Option

Select the pick quantity that should appear on the picking plan. Options are:

• Use Available Balance: Display only the available balance when there is a shortage. For example, if the demand line's planned release quantity is 10 units, but only 6 units are available in inventory, the system displays 6 units on the picking plan.

• Use Planned Pick Quantity: Display the planned pick quantity on the report even if the full planned quantity is not available. For example, if the demand line's planned release quantity is 10 units, but only 6 units are available in inventory, the system displays 10 units on the picking plan. This option is useful when stock is often received into the business unit after the Order Release process has been run.

Output Destination Type

Identify the type of output for your picking plan. Options are Email, File, Printer, Web, or Window. This option is used if you do not select the Order Release process from the PeopleSoft Process Scheduler page.

Output Destination Format

Identify the type of format for your picking plan. Options vary depending on the Output Destination Type chosen. This option is used if you do not select the Order Release process from the PeopleSoft Process Scheduler page.

Output Destination

Enter the directory into which you want to save the picking plan. This option is used if you do not select the Order Release process from the PeopleSoft Process Scheduler page.

Use Fixed Pick Workflow

Select if you are using the Fixed Pick Location algorithm and you want the picking plan to initiate the Fixed Pick workflow automatically whenever there is insufficient quantity in the fixed picking locations to fulfill an order. Click the Assign Role link to create a route control profile for the workflow.

Allow Picking from Containers

Select to pick from any type of storage container. This check box is automatically selected when you choose Container Option in the Location Option field; for all other values for the Location Options field selecting this check box is optional.

Generate Location Detail

If the Use External Warehouse Control option is active for the business unit on the Inventory Definition-Business Unit Options page, select to include storage location information when the Warehouse Management System (WMS) application sends order transactions for an allocated order release (push picking plan) to PeopleSoft Inventory.

Order Unit of Measure

Select if you are using either the Default Putaway Location or Fixed Pick Location value for the Location Option field and you want the picking plan to search for a picking location in which the stocking UOM matches the ordering UOM.

File Directory

If you create an extract file, enter the directory into which you want to save the file.

File Prefix and File Suffix

The file prefix and suffix, combined with the Picking Extract File ID, create the picking extract file name. The file name has an xxxyyyyyzzzz format, where xxx is the file prefix, yyyyy is the Picking Extract File ID, and zzzz is the file suffix. For example, if the file prefix is PIKand the suffix is .PLN, the flat file generated by Picking Extract File ID 12345 is named PIK12345.PLN.

Print Bar Code

Select to print Code 128-formatted bar codes on the Picking Plan report so that these bar codes can be scanned during the picking process. A bar code containing the pick batch line number and the five optional bar code scanning control flags prints next to the Pick Batch ID (located in the report’s header) and on each detail line.

Print Bar Coded Control Flags

Select to attach an item's control flags to the bar code printed on each line of the Picking Plan report. These control flags enable the electronic data collection system to prompt for the lot ID, serial ID, staged date, or shipping serial ID immediately after the user scans the bar-coded line number field. For cases that do not require control flags (for example, when you are using a wedge to scan the pick batch ID or pick batch line number bar codes directly into the Inventory Picking page, you might prefer not to select this check box.

The format for the bar code printed for each detail line is LSDAH:99999, where:

• L = Lot ID Control Flag

• S = Serial ID Control Flag

• D = Staged Date Control Flag

• A = Actual Cost Control Flag

• H = Shipping Serial ID Control Flag

• : = Constant

• 99999 = Line Number

Print Bill of Lading Bar Code

Select to print a bar code on the Bill of Lading report. A single bar code containing the business unit and bill of lading number prints to support the InterUnit Receipts electronic data collection transaction.

Print Packing Slip Bar Code

Select to print bar codes on the Packing Slip report. A bar code containing the business unit, interunit ID, interunit line, and destination business unit prints on each detail line of the report to support the InterUnit Receipts electronic data collection transaction.

Unit of Measure

If you are generating carton labels, select a UOM (Order, Standard, or Standard Pack) to determine how many labels to print. The number of labels printed depends upon how you defined the units of measure when you set up the item.

File Directory

Enter the file directory into which you want to save the shipping carton labels extract file.

File Prefix and File Suffix

Enter the file prefix and suffix, which combined with the last five digits of the process ID, create the default extract file name. If you want a period as part of the suffix, you must include it in the field.

File Directory

Enter the file directory into which you want to save the item usage labels extract file.

File Prefix and File Suffix

Enter the file prefix and suffix, which combined with the last five digits of the process ID, create the default extract file name. If you want a period as part of the suffix, you must include it in the field.

Ship Preparation Time [Min] (shipping preparation time in minutes)

Enter the average amount of time required to prepare shipments. PeopleSoft Supply Planning uses this value to account for the time that it takes shippers in the business unit to pick and pack items when creating planned supply orders. This field is hidden if PeopleSoft Supply Planning is not installed.

Route Close Time

If the business unit uses transportation routes, indicate what time routes should close each day. This time becomes the default closing time on the Route Calendar page. This field is available only if you have selected the Use Routes check box on the Inventory Definition - Business Unit Options: Shipping Options page.

Route Stop Increment

Determine the intervals by which route stop numbers should increase when new stops are added on the Assign Route Stop page. This field is available only if you have selected the Use Routes check box on the Inventory Definition - Business Unit Options: Shipping Options page.

Default Ship Staging Location

Use the ship staging location defined for the business unit defined on the Default Ship Staging Location page.

Default Cross Docking Location

Use the default cross docking location defined for the business unit on the Default Cross Dock Locations page. The system looks first for an owned location. If none is defined, then the system looks for a non-owned location.

Default Putaway Location

Use the default putaway location defined for the item and business unit combination on the Default Putaway Locations page. The system looks first for an owned putaway location. If none is defined, then the system looks for a non-owned putaway location.

Default Fixed Picking Bin Loc (default fixed picking bin location)

Use the fixed picking locations defined for the item and business unit combination on the Fixed Picking Locations page. The system selects the location with lowest pick order number. For example, it selects a location with the pick order number 1 before a location with the pick order number 2.

Default Pegging Location

Use the putaway location for incoming pegged supply defined by business unit and item ID on the Default Putaway Locations page. If no location is specified on the Default Putaway Locations page, then the system the Default Pegging Putaway Location Details page defined by business unit. The system looks first for an owned location. If none is defined, then the system looks for a non-owned location.

Manually Entered Location

Enter a default picking location in the Storage Loc fields.

Run Direct Invoicing

Select to have the Deplete On Hand Quantity process automatically create a scheduled process to run the direct invoicing job in PeopleSoft Billing to create invoices for the shipped stock. Invoices are only created for sales order from PeopleSoft Order Management and interunit transfers. This check box also applies when the auto-processing option advances demand lines to the depleted state.

Note. In order to launch direct invoicing from the Shipping/Issues component or the Express Issues page, you must also select the Auto Process at Save check box on the Fulfillment Engine Options page (business unit or setID level). Selecting the Deplete On Hand Qty link or the Run Process link will not launch direct invoicing.

Verify Ship Date

Select to verify the ship date on the Shipping/Issues component and the fulfillment engine shipping transactions. The system will not allow the shipment of a demand line that does not have a Scheduled Ship Date less than or equal to the current date.

If the Ship Prior to Schedule Date check box is selected on the order, then the Earliest Ship Date field would also be evaluated. The order would not be allowed to ship unless the current date was the same or after the Earliest Ship Date.

Verify Ship Time

Select the verify the ship time as well as the ship date. This check box is only available if you have selected the Verify Ship Date check box. If this check box is selected then both the scheduled ship date and scheduled ship time are looked at when determining whether or not demand lines can ship.

If the Ship Prior to Schedule Date check box is selected on the order, then both the Earliest Ship Date and Earliest Ship Time fields would be compared to the current date.

Include Addresses

Select these options if you want the from and to Location (of the order line) to be part of the download file from PeopleSoft Inventory to TMS. These are optional fields because the information may already be on the TMS. If these options are not selected, and the order line has an override address, the override address is sent to the TMS.

Include Notes

Select these options if you want the notes that are attached to a sales order (from PeopleSoft Order Management only) to be part of the download message. Any note with a note type of BOL (bill of lading) and Picking will be included in the download. Custom notes will override standard notes during the selection process.

Select Order Header to include order header notes at the shipment header level.

Select Order Line to include product notes, schedule notes, and line notes.

Select Customer to include customer notes at the shipment header level.

Include Unpicked Orders Only

Select this option to download order lines that have been reserved, but not picked.

Ignore Resend Key Errors

Select this check box to have the system ignore errors that may occur during a resend due to a change in a primary field, such as the schedule date, the destination location, the carrier, and so on.

Use Time in Creating TMS ID

Select this option if the time of the order line should be considered when distinguishing between TMS IDs. For example, let's say that an order has two order lines on it: one with a time of 10:00 and the other with a time of 10:05. If this option is selected, the system creates two shipments.

Check for Holds

Select this option to prevent demand lines that have a status of Hold, from being sent to the TMS.

Total Weight and Volume UOM (total weight and volume unit of measure)

Select the option that determines how the business uses UOM as it relates to ordering, packing, and shipping. Select one of these options:

Select Order if you want the message to send the UOM in which the order was ordered.

Select Pack if you want the message to send the UOM that is defined in the Standard Pack Unit of Measure field on the Business Unit Item Definition-Inventory: Shipping/Handling page.

Select Standard if you want the message to send the standard UOM, which is the lowest UOM.

Allow Upload After Picking

Select this option to indicate that the upload process can occur after the picking process.

Pick Lines Awaiting Upload

Select this option to indicate that the Order Release process will select lines that have been downloaded to the TMS and are waiting to be uploaded to PeopleSoft Inventory tables. Remember that the TMS ID is assigned during the download process; therefore, you can pick using the TMS ID.

If demand lines have not been sent to the TMS, this value will not influence the Order Release selection process.

You can override this option on the Order Release Request process page.

Field

Identifies the fields on a sales order from PeopleSoft Order Management that can be configured to be changed during inventory demand fulfillment. Define the fields to display using the Demand Change Configuration page.

Allow OM Changes Thru

Select the last state of the demand line that this field can be changed from the sales order.

Allow INV Changes Thru

Select the last state of the demand line that this field can be changed from the Maintain Stock Requests component.

Allow OM Update Past OM State

Select to enable changes to this field after the state defined in the Allow OM Changes Thru column. The system notifies an inventory manager when a change is made.

Change Applies to All Demand

Select if a change made to this field should be applied to all demand lines in the order.

Notification State

The earliest state at which an inventory manager would be notified of updates to demand from PeopleSoft Order Management. For example, if this field specifies the released state, then any change to a sales order in the released, releasable, confirmed, shipped, or deleted states will send a notification.

Inventory Manager

Identify the person to be notified for changes made to a sales order after the last state allowed defined in the Allow OM Changes Thru column. These changes launch a notification using the Message Dashboard.

Name, Employee ID, and Email ID

Displays the information of the inventory manager.

Setup Item Fulfillment

OF_SETUP_IT_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Item Fulfillment, Setup Item Fulfillment

Override business unit fulfillment options for a specific item.

Setup Item Fulfillment - Shipping Options

OF_SETUP_IT2_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Item Fulfillment, Shipping Options

Override the business unit fulfillment shipping options for a specific item.

Setup Item Fulfillment - Reservation / Backorder Rules

OF_SETUP_IT3_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Item Fulfillment, Reservation / Backorder Rules

Override the business unit level defaults for the reservation and backorder rules with item-specific defaults.

Soft Reserve

Select to enable the Reserve Materials process to soft reserve this item within this business unit. Clear this check box to prevent soft reservations for this specific business unit/item combination. A soft reserve moves item quantity from the business unit’s quantity available to the business unit’s quantity reserved so that future orders cannot consume the stock. If you do not enable soft reservations, stock is allocated to orders only at the time of order release (when the line is moved to the released state).

Note. You cannot change this option at either the business unit level (on the Setup Fulfillment- Reservation page) or the business unit/item level (this page) if there are any reserved quantities processing in the system. This includes any demand that has been lot allocated or processed by the Reserve Materials process but that has not yet been shipped and depleted.

Reserve Online

Select to require order lines with this business unit/item combination to be soft-reserved manually using the Shortage Workbench. Performing soft reservations online enables you to manage situations of short supply by controlling how the available quantity of an item is distributed among order lines.

This option applies only to soft-reserved items (you can only modify it if the Soft Reserve option is selected). The Reserve Materials process does not include items marked for online soft reservations. If you modify the Reserve Online option for business unit-item level defaulting purposes, be aware that the system ignores this setting for non-soft-reserved items. For example, you might disable soft reservations at the business unit level but select it for specific business unit/item combinations. To perform online reservations for most of those items, select as the default the Reserve Online check box at the business unit level.

Reservation Lead Days

Indicate the number of days required to pick, pack, and ship this specific item in the business unit. If no entry is made here, the system uses the reservation lead days in the Setup Fulfillment component.

The Reserve Materials process reserves the quantity for soft-reserved order lines that have a scheduled ship date between the current date and the date defined by the current date plus the number of reservation lead days.

Note. If the business unit requires closure calendar validation and processing for shipping activities as defined on the Closure Calendar page, and the calculated scheduled ship date falls on a defined closure date, the system adds one day for every number of closed days to the number of reservation lead days to compare against the scheduled ship date. Therefore, the number of lead days includes only open business days. To enable the closure calendar, you must select the Use Closure Calendar check box on the Setup Fulfillment- Reservation page.

Create Adhoc Requisitions

Select to enable the Reserve Materials process to create an ad hoc replenishment request when insufficient stock is available to fulfill the demand for this business unit/item combination. Ad hoc replenishment requests can also be created by the fulfillment engine transaction requests and the Shipping/Issues component when short shipping stock. PeopleSoft Purchasing or a third-party purchasing application processes the ad hoc replenishment request. Keep in mind, partially-filled or zero-filled orders are handled by the reservation and backorder rules, and (if no rules are established) the Cancel Backorder check box. Consider your rules setup when choosing this option.

Cross Dock

Select to enable cross docking for this item in the business unit. The default value comes from the Setup Fulfillment page.

Cross Dock Lead Days

Identify the number of days to use when calculating open demand quantity for this cross docked item in the business unit. The default value comes from the Setup Fulfillment page. If the Use Closure Calendar check box is selected on the Setup Fulfillment- Reservation page, the system takes closure dates into consideration when calculating open demand. For example, if the closure calendar specifies Saturday and Sunday as closed days, then these days are not counted as lead days when calculating open demand.

Minimum Stocking Quantity

Enter the minimum quantity of the item that should be stocked in the cross docking location of this business unit. This quantity should be expressed in the stocking UOM for this item. When you receive and put away stock, the system ensures that the minimum stocking quantity is maintained in the cross docking location by adding additional stock if necessary. If enough stock is available, the system stocks either open demand or minimum stock quantity, whichever is greater.

Line Backorder Rule(Backorder rule)

There are two parts to this rule:

1. Backorder rule at release: Once a demand line has passed the set releasable criteria of both the line-level reservation rule and the order-level reservation rule (no default here at the item level), the backorder rule at release determines how any unreserved quantities (shortages) are handled. The rule can create a backorder, cancel a backorder, send the shortage downstream to be handled in a later fulfillment step, or hold the demand line back and notify an individual through email.

2. Backorder rule at shipping: Once a shortage (Release as Shortage option on the Backorder Rule-Release page) has been sent downstream to shipping if there is still no quantities to ship, then this rule determines what happens to the demand line.

Line Reservation Rule(Line-level reservation rule)

Defines the specific criteria that must be satisfied by this individual demand line before the demand line is moved to the releasable state. For example, a line reservation rule might be that the reserved quantity must equal or exceed 90 percent of the requested quantity on the line before it is set to the releasable state.

Line Reservation-Backorder Rule

Defines the specific criteria that must be satisfied by a backordered demand line before the demand line is moved to the releasable state. For example, a line reservation-backorder rule might be that the reserved quantity for an already backordered line must equal 100 percent of the requested quantity before it is set to the releasable state. If no line reservation-backorder rule exists, then the system used the line reservation rule for backordered demand lines.

Setup Fulfillment

OF_SETUP_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Setup Fulfillment

Turn on cross docking for the Inventory business unit and establish cross docking lead days.

Setup Fulfillment- Reservation

OF_SETUP5_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Reservation

Establish default parameters for the Reserve Materials process.

Setup Fulfillment- Order Release

OF_SETUP2_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Fulfillment, Order Release

Define default picking options for the Order Release process.

Setup Item Fulfillment

OF_SETUP_IT_INV

Inventory, Fulfill Stock Orders, Fulfillment Rules, Setup Item Fulfillment, Setup Item Fulfillment

Define cross dock parameters at the business unit/item combination. These settings override business unit level settings.

Default Cross Dock Locations

DFLT_CROSS_LOC_INV

Inventory, Maintain Storage Locations, Default Cross Dock Locations

Define the storage locations to be used as default cross docking locations for the business unit. The system uses these locations if you do not define cross docking locations at the business unit/item level. You can define one location for owned items and another location for non-owned items.

Default Putaway Locations

DEFAULT_LOC_INV

• Inventory, Maintain Storage Locations, Default Putaway Locations

• Inventory, Maintain Storage Locations, Review Default Putaway Loc, Default Putaway Locations

Assign or update default putaway locations, including cross dock locations, for a business unit/item level combination.

10005

04/13

150

yes

No, it is lot allocated

10007

04/15

200

no

Yes (in part A)

10008

04/15

250

no

Yes (in part A)

10009

04/18

50

no

No, outside time frame

10001

04/10

30

no

yes

yes

Yes (in part B)

10002

04/11

50

no

yes

yes

Yes (in part B)

10003

04/11

150

no

yes

no

Yes (in part B)

10004

04/12

150

yes

yes

yes

Yes (in part B)

10006

04/15

100

no

no

N/A, not on a picking plan.

Yes (in part B)

9997

Location B

30

No, not current. Picking Confirmation has been run successfully and the stock has been removed from the storage location.

9998

Location A

50

No, not current. Picking Confirmation has been run successfully and the stock has been removed from the storage location.

9999

Location A

50

No, not current. Picking Confirmation has been run successfully and the stock has been removed from the storage location.

10001

Location B

30

Yes (in part C)

10002

Location A

50

Yes (in part C)

10003

Location A

50

Yes (in part C)

10003

Location B

100

Yes (in part C)

10004

Location C

120

Yes (in part C).

Note. picked less than reserved.

10005

Location B

150

No, the order has not yet been reserved and is lot allocated.

Location A

yes

150

50

Yes (in part D)

Location B

no

300

30

No

Location C

no

200

120

No

A. Unreserved Demand

+

450

200 + 250

B. Reserved Demand

+

480

30 + 50 + 150 + 150 + 100

C. Currently Allocated at the Materials Storage Location

-

350

30 + 50 + 50 + 100 + 120

D. On Hand at Cross Dock Location

-

100

150 less 50

E. Quantity Staged to Cross Dock Location

-

0

Total

480