Creating Orders for Fulfillment

This chapter provides an overview of how orders are created and discusses how to:

• Create order numbers.

• Create or modify orders online in PeopleSoft Inventory.

• Create online orders using express issue in PeopleSoft Inventory.

• Create sales orders using PeopleSoft Order Management.

• Source demand from PeopleSoft Purchasing.

• Use par location management to create orders.

• Accept stock requests from PeopleSoft Supply Planning.

• Process work orders from PeopleSoft Maintenance Management.

• Approve stock requests.

• Monitor order fulfillment status.

Understanding Methods of Order Creation

The word orders is a generic term that covers all of the possible sources of demand managed by PeopleSoft Inventory. Orders can come from a variety of sources, including:

• Material stock requests (MSRs) entered into PeopleSoft Inventory.

• Sales orders from PeopleSoft Order Management.

• Sourced demand from PeopleSoft Purchasing.

• Orders created by the Create Par Replenishment Requests process (INPGCDMD) for stocked items.

• Planning messages from PeopleSoft Supply Planning.

• Work orders from PeopleSoft Maintenance Management.

Understanding Demand

Each order that is inserted into the demand table (IN_DEMAND) is identified by eight fields that make up its demand key: inventory business unit, demand source, source business unit, order number, order line, schedule line number, demand line number and item ID.

Demand Sources

Because many interfacing PeopleSoft applications can assign sequential order numbers to its own orders passed to PeopleSoft Inventory fulfillment, order numbers may no longer be unique when PeopleSoft Inventory accepts the requests. To ensure that the system stores unique order information, PeopleSoft Inventory requires that you identify each order with the Inventory business unit, demand source (the PeopleSoft application creating the order), source business unit (the business unit that created the order), and the order number. For example, a sales order that is sent to PeopleSoft Inventory for fulfillment would be uniquely identified within the inventory business unit by the inventory business unit, the demand source code of OM, the order management business unit, and the order number assigned in the PeopleSoft Order Management.

These abbreviations indicate valid sources of demand:

Creating Order Numbers

You can enter order numbers for sales orders and material stock requests manually or set up automatic numbering. If you use automatic numbering and you accept NEXT as the order number, PeopleSoft Inventory generates an order number based on the default sequence defined on the User Preferences - Inventory page. If no default sequence exists, the system generates a number based on the default sequence specified for material stock requests on the Automatic Numbering page. For sales orders, you can also set up a default sequence for a user on the User Preferences - Orders - Sales page and the Automatic Numbering page.

Here is how to use prefixes with automatic order numbering:

1. Set up automatic numbering for sales order and material stock request number types on the Automatic Numbering page. For each number type, add rows to define three-character start sequences to use as prefixes for automatically generated order numbers.

2. Use the User Preferences component to define the default sequence for a specific user.

3. Enter a sales order or material stock request, accept NEXT to use the default sequence or select another sequence from the available options.

4. Save the sales order or MSR to append an automatically generated number to the selected prefix.

Remember, if you’re using automatic numbering, you define the start sequences (prefixes) for sales orders and MSRs. Order number prefixes help you distinguish the order source or control order processing sequence for processes that sort order lines by order number. For example, if you opt on the Setup Fulfillment-Reservation page to sort demand lines by order number, the system processes higher alpha-value prefixes first. Thus, orders starting with AAA are processed before orders starting with XXX.

See Also

Understanding Order Fulfillment Processing

Defining Inventory User Preferences

Setting Up Automatic Numbering

Creating or Modifying Orders Online in PeopleSoft Inventory

The Create/Update Stock Request component is an online method that enables you to create new stock requests, modify requests that have not yet been reserved, and add new order lines or schedules to existing requests, regardless of the status of the other lines on the request.

To create orders using the Create/Update Stock Request component, you can:

• Create a complete material stock request (MSR) on the Stock Request Summary page.

• Enter basic information on the Stock Request Summary page, and then add additional line details on the other pages in the Create/Update Stock Request component.

When creating a material stock request in the Create/Update Stock Request component, you can perform many tasks, including:

1. Enter required stock request information.

2. Enter line-level details.

3. Add shipment details.

4. Enter interunit transfer and accounting information.

5. Review or change reservation and backorder rules.

6. Enter transaction comments.

7. Modify order addresses.

8. Override ChartFields and information for PeopleSoft Project Costing.

9. Select configuration codes.

Selecting the Request Type for a Material Stock Request

When you add a new online material stock request in PeopleSoft Inventory, the system presents you with a search dialog in which you must specify the type of order that you are entering. Your selection determines which fields appear in the Create/Update Stock Request component. Values are:

External Order: Select to enter an MSR for an external order. While this request type enables you to identify the individual receiving the stock by using a ship to customer rather than a location, it is not intended to replace the features of a sales order. To complete a full billing and invoice transaction, create a sales order in PeopleSoft Order Management.

InterUnit Transfer: Select to enter a MSR that transfers stock from one PeopleSoft Inventory business unit to another.

Internal Issue: Select to enter a MSR for an internal order (an order for a department or location within your organization).

Note. If you are issuing stock to return it to the vendor, you must use the Express Issue component.

See Also

Changing, Canceling, and Holding Orders

Understanding Order Fulfillment Processing

Common Elements Used in This Section

See Also

Transferring Stock Between Business Units

Checking Item Availability

Pages Used to Create Material Stock Requests

Entering Required Stock Request Information

Access the Stock Request Summary page.

Destination Unit	If you are entering an interunit transfer, indicate which business unit is requesting the stock. The ship to customer and location information defined for the destination business unit appears in the Line Defaults group box. Note. An interunit transfer can go to only one destination business unit. In addition, if you change the destination unit and the new unit requires closure calendar validation and processing for receiving activities as defined on the Closure Calendar page, the system validates the recalculated scheduled arrival date against the calendar. If the new date is a closure date, a warning message appears. Either accept the closure date by selecting No, or reschedule by selecting Yes. If you select Yes, the system returns the first future valid date for receiving operations. See Transferring Stock Between Business Units.
Override GL	If this is an internal order, you can create an interunit expensed issue by overriding the PeopleSoft General Ledger business unit against which the transaction is costed. The system validates the destination business unit’s ChartFields against the new value, costs the issue using the defined interunit transfer price, and records interunit accounting entries for an interunit expensed issue. If an override value was entered on the stock request, that value appears here; otherwise, the field is blank when the page opens.   Note. This field is displayed or hidden based on your selection in the Display GL BU Override check box on the Inventory Display Options page. This field is available only for internal requests, not for interunit transfers or external requests.
Export	Indicates that the order is an intercompany transfer requiring export documentation. This field is populated at the order header level for the ship to customer defined for the destination business unit. If you override the setting here, the system transfers your selection to the line level, where you cannot change it.
Increment Demand Line	Determines which value increases when you click the Add button to insert a new stock request line. Select one of these options: Order Line: Creates another order line for the same stock request. The system automatically copies the address information defined on the Stock Request Summary page (along with the customer, ship to, location, load ID, carrier ID, and ship via) to the new order line when you enter an item ID. If no address information is defined on the Stock Request Summary page, the system copies the information from the previous order line to the new line. Sched Line: Creates a new shipment schedule line for the current order line. The system copies the information from the previous schedule line to the new line, with the exception of request date, schedule ship date, and requested quantity.
Partial Orders Can Ship	If your setup does not include reservation and backorder rules, then select this check box to permit shipment of the stock request without fulfillment of the entire order. If you do not select this option, you cannot ship the request until all order lines are reserved, picked, and confirmed. See Defining Reservation and Backorder Rules.
Reserve	Click this button to launch the online reservations process or the Reserve Materials process (IN_FUL_RSV) for a specific order. The Reserve button on this page displays if you have not selected the Auto Process at Save check box on the Auto-Processing Options tab of the Fulfillment Engine Options page. If the check box was selected, then this button is hidden and the online reservations process or the Reserve Materials process is launched when you save this component. On the Setup Fulfillment-Reservation page: Select the Online option for the MRS Entry Reservations field to launch the online reservations process from the Reserve or Save buttons. Select the Background option for the MRS Entry Reservations field to launch the Reserve Materials process from the Reserve or Save buttons.
Print	In the Create/Update Stock Request component, click this button to print the Material Issue Document report (INC6501).
In Process	Displays yes if any demand line in the order is currently locked by a batch process. No updates are allowed for in process demand lines.

Line Defaults

Enter high-level order line information for the stock request. When you enter an item ID for a new order line (on this page or on other pages in the Create/Update Stock Request component), the system copies this information to the line.

Note. The entries made here affect only newly created order lines. To change the values for existing order lines, use the Demand Line Override Options page.

Demand Lines

Note. You can add multiple lines to the order using this section of the Stock Request Summary page; just click the Add button to the right of the line.

Note. To enable the user to launch the online reservations process or the Reserve Materials process by saving the Stock Request Summary page, go to the Auto-Processing Options tab of the Fulfillment Engine Options page and select the Auto Process at Save check box. Then, on the Setup Fulfillment-Reservation page select the Online option for the MRS Entry Reservations field to launch the online reservations process or the Background option to launch the Reserve Materials process.

Line Menu

Using the Line Menu field, you can go to several different pages. To view or change information for a particular demand line, select the line using the radio buttons to the left of the line, then use the Line Menu field to select your option. You can view or change the order using the following choices:

See Also

Pegging Supply and Demand

Defining Reservation and Backorder Rules

Allocating Lots to Orders

Creating Shipping Documentation

Understanding Order Fulfillment Processing

Defining PeopleSoft Inventory Business Unit Display Options

Setting Up the Accounting Rules Structure

Managing Transfers

Working with Items

Entering Line-Level Details

Access the Quantity/Date Detail page.

Qty Requested	The quantity requested for the order line.
UOM	Enter the item's ordering UOM to be used on this demand line. The default value is: The UOM entered in the Standard Ordering UOM field on the Setup Item Fulfillment page. If the item has only one valid ordering UOM entered on the item's Units of Measure page, then that value becomes the default. The item's default standard stocking unit of measure.
Allocate Lot	Click to access the Allocate Lots page, where you can allocate quantity by lot. This button is only available for lot-controlled items whose demand lines are eligible for lot allocation. The business unit associated with the demand line must be set up using the Allow Lot Allocation option on the Inventory Definition - Business Unit Options page. In addition, the demand line must already have been approved either manually using the Approve Stock Request page or by selecting the Auto Stock Approval option on the Setup Fulfillment page. If a backorder exists for a demand line, the Allocate Lot button is unavailable, even if the demand line is eligible for lot allocation. To lot-allocate demand lines with associated backorders, use the Allocate Lots page.
Qty to Ship(quantity to ship)	Displays the Qty Requested plus any transfer yield that was defined for the interunit transfer item and ship via.
Qty Requested Base (base quantity requested)	Displays the requested quantity for the order line, converted to the item’s standard UOM.
Qty Promised Base (base quantity promised)	Displays the quantity promised for ATP-reserved items.
Qty Reserved Base (base quantity reserved)	Displays the quantity reserved for soft-reserved items.
Schedule Date	Enter the date and time that the order is scheduled to ship in order to arrive by the request date.   Note. The default scheduled ship date for MSRs is the current date and time. If the business unit requires closure-calendar validation and processing for shipping operations as defined on the Closure Calendar page, and if the scheduled shipment date is an exception shipping date, the system uses the first valid future shipping date.
Request Date	The date that the customer has requested that the stock arrive. The default value is the current date.
Earliest Ship Date	Determines when the order line is available to load into the Shipping/Issues component. The default is the scheduled date and time, but if you select the Ship Prior to Sched Date (ship prior to scheduled date) option, you can specify a new date.
Latest Ship Date	This field is for informational purposes only.
Schedule Arrival	The date that the order should arrive at its destination. The scheduled arrival date is linked to the scheduled shipment date. If the transfer is an interunit transfer and the user adds intransit time for the appropriate source business unit, destination business unit, and ship via, the system adds this extra time to the scheduled shipment date to determine the scheduled arrival date. In the Shipping/Issues component, the arrival date is linked to the actual shipment date and time. Note. For interunit transfers, if you change the scheduled arrival date and time, and if the destination business unit requires closure-calendar validation and processing for receiving operations as defined on the Closure Calendar page, the system validates the new scheduled arrival date and time against the closure calendar. If the arrival date coincides with a receiving closure date at the destination business unit, the system issues a warning and provides the option to keep the date or move the scheduled arrival date to the next valid date.
Reservation Status	Displays the result of the reservations process. The status is reset to pending reservations when the line or order reservations rule is changed on an unfulfilled demand line.
Partial Qtys Can Ship (partial quantities can ship)	Select to release partial quantities of stock request lines to the releasable state. If sufficient stock is not available to reserve, promise, or lot-allocate the entire requested quantity of the line, then the line is split into two demand lines and a partial quantity is reserve, promise, or lot-allocate and then set to the releasable state. If you do not select this option, the system does not process stock request lines until the quantity can be completely fulfilled. Note. This check box is overridden by any reservation rules for this order on the Reservation / Backorder Rules page of this Create/Update Stock Request component. See Applying Reservation and Backorder Rules.
Ship Prior to Sched Date	Select to enable the system to ship this order as early as the Earliest Ship Date. If this check box is not selected then the line cannot ship until the current date is equal to or later than the scheduled shipment date. This check box is only valid if the Verify Ship Date check box has been selected on the Setup Fulfillment- Shipping page. If the Verify Ship Date check box is not selected, then the system can ship an order on any date. If both the Verify Ship Date and Verify Ship Time check boxes are selected on the Setup Fulfillment- Shipping page, then the current date and time must match the Earliest Ship Date or Schedule Date.
Cancel Backorder	Select this check box to cancel any backordered demand line created by the Reserve Materials process or the online reservation processes. Note. This check box is overridden by any backorder rule for this order on the Reservation / Backorder Rules page of this Create/Update Stock Request component. See Applying Reservation and Backorder Rules.
Peg to Supply	Select to access the Pegging Workbench page where you can link to incoming supply to fulfill this order line. You can only peg an order line when the line is in an unfulfilled state. This link is only available if the Auto Stock Approval option on the Setup Fulfillment page has been set or pegging security has been defined for the user on the User Security page.
Show Pegged Supply	If this line has been pegged to fulfill the demand from a supply (such as, a purchase order or an incoming interunit transfer), then select to access the Pegging Inquiry page where you can view the pegging information without changing it. This link only displays if this line is currently pegged.
Peg to Demand	(interunit orders only) Select to access the Pegging Workbench page where you can link demand to this interunit order line. An interunit order is sent to a receiving inventory business unit where it is supply to fulfill demand. Use this link to peg this interunit order, as supply, to a demand, such as a sales order, in the receiving business unit. You can only peg an order when the line is in an unfulfilled state. This link is only available if the Auto Stock Approval option on the Setup Fulfillment page has been set or pegging security has been defined for the user on the User Security page.
Show Pegged Demand	(interunit orders only) If this line has been pegged to supply stock for a demand (such as, an outgoing MSR or sales order), then select to access the Pegging Inquiry page where you can view the pegging information without changing it. This link only displays if this line is currently pegged.

See Also

Working with Items

Allocating Lots to Orders

Adding Shipment Details

Access the Shipment Detail page.

Customer, Ship To, and Location	Available if the stock request is for an external order or an interunit transfer requiring intercompany processing. These three fields work together to define correct shipping information for a stock request. If the stock request is an interunit transfer requiring intercompany processing, the default values come from the ship to customer assigned to the destination business unit, and you cannot override them. If the request is an interunit transfer not requiring intercompany processing, the system treats it as an internal order. For an external order, you can select the customer first, and the ship to and location information associated with the customer appear by default.
Name, Ship Cust and Location	Available if the stock request is for an internal order. If you enter the location first, the system enters the ship to customer automatically.
Override Address	Select this link to access the Order Address page, where you can view or override the ship to address for the order line.
Freight Terms	Select the appropriate freight terms for the order line. Freight terms are established on the Freight Terms page.
Packaging	Define any specific packaging requirements for the item. Packaging codes are established on the Packing Codes page. This information appears on the Packing Instructions page when packing shipping containers.
Load ID	Select the appropriate load ID for the order line. The system automatically enters the carrier and ship via information, and you cannot modify it.
Detail	Click to access the Load Capacity Inquiry page, where you can view the weight and volume capacity of the order, plus the load, carrier, and shipping information.
Route Code	If the business unit is set up to use routes, you can assign a transportation route for delivery of the order.
Reason Code	Displays a user-defined reason code selected from the values that have a reason type of Shipments.

See Also

Assigning Order Lines to Routes

Working with Items

Entering Interunit Transfer and Accounting Information

Access the Accounting/ IUT Detail page.

Distrib. Type (distribution type)	The default value is based on the request type that you selected when creating this order. For internal issues and external orders, the distribution type is that specified for the Usage & Shipments transaction group: 030. For interunit transfers, the distribution type is that specified for the Inter Business Unit Transfer Shipments transaction group: 031. For interunit transfer requiring intercompany processing, the distribution type is that specified for the InterCompany Transfers transaction group: 035. For interunit expensed issues, the distribution type is that specified for the InterUnit Expensed Issues transaction group: 036.
Override ChartFields	Select to access the ChartField Overrides page where you can override the debit ChartFields defined for the distribution type. In addition, enter any PeopleSoft Project Costing information.
FERC Code	If you use Federal Regulatory Energy Commission (FERC) codes in the inventory processing, select the appropriate code.
Charged Out	Select if the stock request is for internal use and the inventory is expected to be returned. This field is for informational purposes only.
Item Alias	If the item is recognized by another name at the destination business unit, you can identify that name here. This field is not applicable for external or internal material stock requests.

The Intrastat Interunit Returns and Replacement fields are available only for intrastat interunit transfers. If both the source and destination business units are members of the European Union and require intrastat reporting, mark the interunit receipt as a replacement or a return. Your selections populate the Receipt Line page when the destination business unit receives the transfer order.

See Also

Managing Transfers

Defining Distribution Types

Setting Up and Running Intrastat Reports

Managing Inventory by Item Status

Reviewing or Changing Reservation and Backorder Rules

Access the Reservation / Backorder Rules page.

Reservation and backorder rules are used by the system to determine when the demand line is ready to be moved downstream to the releasable state and how to handle stock shortages during the reservations and shipping processes. These rules can default to this demand line from the Setup Item Fulfillment-Reservation / Backorder Rules page (the item/business unit level). If the item/business unit level does not contain all the rules then the system looks for defaults at the Setup Fulfillment-Reservation page (the business unit level). Using this page you can enter or change the necessary rules.

Note. Reservation and backorder rules override the Partial Quantities Can Ship check box and the Cancel Backorder check box on the Quantity/Date Detail page of this component.

The rules are evaluated in the following order:

1. Line Reservation Rule (line-level reservation rule)

2. Line Reservation-Backorder (backorder line reserve rule)

3. Order Reservation Rule (order-level reservation rule)

4. Line Backorder Rule (backorder rule)

See Also

Defining Reservation and Backorder Rules

Entering Transaction Comments

Access the Transaction Comments page.

Comments	Enter any comment about the demand line using up to 254 characters.
Custodian	Enter the name of the person or entity relevant to this demand line. This field is informational only.
Return Date	Enter the expected return date. This field is informational only.
RTR Date (request to receive date)	The projected date that the PeopleSoft Inventory business unit can obtain the item if a purchasing requisition is placed with today's date. The request to receive (RTR) date is calculated as the item's replenishment lead time (measured in days) added to the current date. If the item does not have a replenishment lead time defined, no RTR date appears.

See Also

Managing Inventory by Item Status

Custom Page

Access the Custom page.

Enter values in the user-defined fields for the material stock request. These fields are stored in the IN_DEMAND_USER table, a child table of IN_DEMAND. When a backorder gets created, these fields will be propagated to the backorder. Users will be able to view and change these fields using this component and the Maintain Stock Request component.

Modifying Addresses

Access the Order Address page.

Address Ungray	Click this button to modify the shipping address for internal orders, external orders, or vendor returns.
Delete Address	Click this button to refresh the original shipping address and make the field unavailable for entry.

Note. You cannot use this page to override the shipping address for interunit transfers that require intercompany processing unless you have selected the Allow Address Override for the business unit on the Setup Fulfillment page and you have also selected Use GL BU Setting Only for the InterUnit Transaction Options field on the Installation Options-Inventory page.

Modifying Addresses for InterUnit Transfers

You cannot use this page to override the shipping address for interunit transfers that require intercompany processing unless you have selected both of these check boxes:

• Selected the Allow Address Override for the business unit on the Setup Fulfillment page.

• Selected Use GL BU Setting Only for the InterUnit Transaction Options field on the Installation Options-Inventory page.

If the InterUnit Transaction Options field on the Installation Options-Inventory page is defined for inventory settings only or both inventory and GL, then the system looks at the Allow Address Override check box at the InterUnit Ownership page.

Overriding ChartFields

Access the ChartField Overrides page.

Override GL	(interunit expensed issue only) Displays the override of the PeopleSoft General Ledger business unit entered on the Stock Request Summary page. The system validates any ChartField override entries against the destination business unit’s ChartFields structure. See Creating and Reversing Interunit Expensed Issues.
SpeedType Key	Use for quick entry of ChartField information. This field appears only if the SpeedType Level on the Business Unit Options page is active.
ChartFields	Any change that you make overrides the ChartFields debited by the stock request. You cannot override ChartFields for interunit transfers, intercompany transfers, or RTV orders.

See Also

Defining and Using ChartFields

Transferring Stock Between Business Units

Copying Demand Line Information

Access the Demand Line Override Options page.

Indicate which information should be copied to the existing order lines on the Stock Request Summary page.

See Also

Assigning Order Lines to Routes

Selecting Configuration Codes

Access the Configuration Code Information page.

If your installation includes PeopleSoft Product Configurator, then use this page to select a configuration code for your configured item.

Creating Online Orders Using Express Issue in PeopleSoft Inventory

Use the Express Issue page to create an order online and reserve, pick, and ship the stock in one step. You can create internal orders, external orders, interunit transfers, and RTV orders from this page. There are significant advantages to using express issues. Because of the amount of automatic processing involved, however, this fulfillment method is not appropriate for high-volume environments.

A few notes about using the Express Issue page:

• Use this page in Add mode only.

  The entire fulfillment process (reserving, picking, and issuing) occurs automatically for the items on the order after you save. If you change your mind, cancel the page without saving the changes. For RTV express issues only, you can cancel the order after saving the page and before the issue is depleted.

• To ensure that you can fulfill the order, PeopleSoft Inventory limits the display of storage locations and lots under the following circumstances:

  • When you enter an item that is not lot- or serial-controlled, only storage locations that have quantity greater than 0 appear, unless negative inventory is enabled in the business unit.

  • When you enter a lot-controlled item, only lots with available quantity greater than 0 appear, unless negative inventory is enabled in the business unit.

If negative inventory is enabled, all eligible storage locations and lots appear, regardless of quantity. You can use multiple lots to fulfill a single order line when you click the Add button.

• The schedule date and time apply to the entire order.

  Because PeopleSoft Inventory decreases storage location balances immediately after you save the page, you cannot enter a future schedule date and time; you can, however, enter a past date and time.

• If you run the Deplete On Hand Qty (Depletion) process (IN_FUL_DPL) immediately by:

  • Clicking the Deplete On Hand Qty link on the Express Issue page.

  • Selecting the Auto Process at Save check box on the Auto-Processing Options tab of the Setup Fulfillment-Fulfillment Engine Options page. When you save the Express Issue page, the Deplete On Hand Qty process is launched.

Selecting the Request Type for an Express Issue

When you add an express issue in PeopleSoft Inventory, the system presents you with a search dialog in which you must specify the type of order that you are entering. Your selection determines which fields appear on the Express Issue page. Values are:

External Order: Select to enter an express issue for an external order. While this request type enables you to identify the individual receiving the stock by using a ship to customer rather than a location, it is not intended to replace the features of a sales order. To complete a full billing and invoice transaction, create a sales order in PeopleSoft Order Management.

InterUnit Transfer: Select to enter an express issue that transfers stock from one PeopleSoft Inventory business unit to another.

Internal Issue: Select to enter an express issue for an internal order (an order for a department or location within your organization).

Vendor Returns: Select to enter an express issue for a return-to-vendor (RTV) order.

Returning Stock to Vendors

If the installation includes PeopleSoft Purchasing, you identify stock that is being returned as an RTV using the Return to Vendor - RTV page. Once you’ve created an RTV ID in PeopleSoft Purchasing, you take steps in PeopleSoft Inventory to remove any stock that has already been put away and update the inventory quantity balances. (Stock that is rejected upon receipt does not get put away or added to inventory balances and is handled exclusively in PeopleSoft Purchasing.)

Issue inventory items back to the vendors using the Express Issue page. You can only return stock for which the disposition type on the RTV Form is Ship (scrap stock with a disposition type of Destroy, using the Adjustments page). If necessary, you can cancel an express issue RTV before it is depleted, using the Cancel/Hold Stock Request page or the Shortage Workbench.

Once you save the Express Issue page, PeopleSoft updates the relevant RTV records in the PeopleSoft Purchasing tables (item quantities, shipping date, pro numbers, and so on).

Follow these steps to return stock to a vendor:

• In PeopleSoft Purchasing:

  1. Create an RTV for an inventory item with a disposition type of Ship, using the Return to Vendor - RTV page.

      

  2. Select the appropriate distribution line information against which you are returning a product, using the Select Receipt Assets page.

     This enables the RTV process to credit the appropriate distributions accurately.

• In PeopleSoft Inventory:

  1. Create an express issue with a request type of Vendor Returns.

  2. Select the RTV IDs to be processed, using the RTV Selection page.

  3. (Optional) Make any changes to the shipping information, using the Detail Override/Exceptions page.

     You can add multiple pro numbers to an RTV line on the RTV Pro Numbers page. This enables you to keep track of every package that is shipped.

Note. You cannot override ChartField values for RTV express issues because the accounting information is taken from the RTV ID.

When you save the Express Issue page, the system updates the RTV Line (RTV_LN) and RTV Line Distribution (RTV_LN_DISTRIB) tables in PeopleSoft Purchasing with the shipment quantities and dates. The system also updates the RTV Line Shipped (RTV_LN_SHIP) table in PeopleSoft Purchasing with the updated pro number information and changes the RTV line shipment status to Shipped if the shipped quantity is greater than or equal to the return quantity.

You can view details for RTV express issues in the Shipping/Issues component (this information is for informational purposes only; you cannot unship an RTV express issue or change the shipment quantity).

Canceling RTV Express Issues

You can cancel an RTV express issue after saving the Express Issue page, but only if the stock has not yet been depleted. If changes to the express issue are necessary, you must cancel and reenter the data.

The rules for canceling RTV express issues:

• Do not set the Deplete On Hand Qty (Depletion) process to run automatically.

  Do not select the Auto Process at Save check box on the Auto-Processing Options tab of the Setup Fulfillment-Fulfillment Engine Options page; this initiates the Deplete On Hand Qty (Depletion) process when the user saves the Express Issue page.

  Do not use the Deplete On Hand Qty link on the Express Issue page.

• If you have scheduled the Deplete On Hand Qty (Depletion) process to run automatically using the Process Scheduler, you must cancel the RTV express issue before the process runs.

If you cancel an RTV express issue using the Cancel/Hold Stock Request page:

1. On the Cancel/Hold Stock Request Order Selection page:

   1. Enter a demand source of Material Return (RT).

   2. Select an RTV ID to cancel.

   3. Access the Order Search Criteria page to select the display level (orders, lines, or schedules) for cancellation.

2. On the Cancel/Hold Stock Request page:

   1. Cancel the RTV express issue.

   2. Save the page.

Once you save the changes, the system cancels the order line in PeopleSoft Inventory, updates the quantity and scheduled shipment date in the PeopleSoft Purchasing RTV Line (RTV_LN) and RTV Line Distribution (RTV_LN_DISTRIB) tables, and changes the RTV line status to Open.

See Also

Canceling or Holding Orders Within PeopleSoft Inventory

Understanding Order Fulfillment Processing

Pages Used to Create Express Issue Stock Requests

Entering Express Issues

Access the Express Issue page.

Unit	The inventory business unit issuing the stock request.
Order No	If you’re using auto-numbering, the order number is either NEXT or the starting sequence that you entered. The combination of inventory business unit, demand source, source business unit, and order number will identify a specific order in fulfillment. For express issues, the demand source is IN except for return to vendor issues that use RT.
Shipping ID	Select a shipping ID or select NEXT to generate a new ID automatically.
Schedule Date and Schedule Time	Displays the date and time the order is due to ship. The default is the current date and time, but you can change this to another date. Note. If the business unit requires closure-calendar validation and processing for shipping operations as defined on the Closure Calendar page, and if the scheduled shipment date is a closure date, the system uses the first valid future shipping date.
Override GL	If this is an interunit expensed issue, you can override the PeopleSoft General Ledger business unit against which the transaction is costed. The system validates the destination business unit’s ChartFields against the new value, costs the issue using the defined interunit transfer price, and records interunit accounting entries for an interunit expensed issue. Note. This field is displayed or hidden based on your selection in the Display GL BU Override check box on the Inventory Display Options page. This field is available only for internal requests, not for interunit transfers or external requests.
Dest Unit (destination business unit)	If the stock request is for an interunit transfer, select the destination business unit. Note. An interunit transfer can only go to one destination business unit. You cannot assign different destination business units at the line level. If you change the destination unit and the new unit requires closure-calendar validation and processing for receiving activities as defined on the Closure Calendar page, the recalculated scheduled arrival date and time are validated against the calendar. If the system encounters a closure date, you receive a warning message. Either accept the exception by selecting No, or reschedule by selecting Yes. If you select Yes, the system returns the first future valid scheduled arrival date and time.
Distribution Type	The default value is determined by the request type selected in the Express Issue search dialog box. For internal issues and external orders, the distribution type is that specified for the Usage & Shipments transaction group: 030. For interunit transfers, the distribution type is that specified for the Inter Business Unit Shipments transaction group: 031. For interunit transfer requiring intercompany processing, the distribution type is that specified for the InterCompany Transfers transaction group: 035. For RTVs, the distribution type is that specified in the Return to Vendor Form Stores transaction group: 012.
Ship To Customer, Sold To Customer, and Location	These fields are available if the express issue is for an external order or an internal issue. These three fields work together to define the correct shipping information. If the express issue is an interunit transfer requiring intercompany processing, these fields are populated from the ship to customer assigned to the destination business unit and are unavailable for entry.
InterUnit ID	If this is an interunit transfer, select an existing interunit ID, or select NEXT to generate a new one automatically.
Export	Indicates that the order is an intercompany transfer requiring export documentation. This field value appears by default from the order header level (on the Additional Ship To Options page) for the ship to customer defined for the destination business unit. If you override the setting here, the system transfers the selection to the line level, where you cannot change it.   Note. You cannot override the ship to customer address if the Intercompany Processing option is selected on the Interunit Ownership page.
Direct Invoicing	Indicates that an intercompany transfer requires direct invoicing. The system automatically creates an invoice for the order when PeopleSoft Inventory sends accounting information to the PeopleSoft Billing business unit defined on the Inventory Definition-Business Unit Definition page or on the Order Management Definition - Order Management Setup page in PeopleSoft Order Management.
Fetch RTV (fetch return to vendor)	Click to access the RTV Selection page, where you can select RTV IDs for processing. Your selection populates the Ship To Customer field and the order line information on the page.
Use Default Location	Select to have PeopleSoft Inventory enter the default putaway storage location automatically for any items that are not lot- or serial-controlled. If there is not quantity available in the default putaway location, the system prompts you to enter another storage location. To enter the storage location as you enter order lines, leave this check box clear.
Print	In the Express Issue component, click this button to print the Shipping Document report (INC6503) for the entered order.
Report Manager	Select this link to access the Report Manager page where you can view the status of processes and reports that you have launched using the Deplete On Hand Qty link.
Add	For internal issues, external orders, and interunit transfers, click this button to add order lines. For vendor returns, select only lines that appear on the RTV Selection page. All lines selected must be from the same RTV ID.
Item Search/Item Links	Click the button located next to the Item ID field to access a transfer page of item-related links. On the transfer page, click the various links to search for items, select item substitutes, or change item definitions.   Note. Link options on transfer pages vary depending on the component and the item with which you are working.   Note. Only items with a status of Active or Discontinue are valid options.
Lot ID	Select a lot ID instead of a storage location for lot-controlled items.   Note. If the scheduled ship date for an order line is before the lot becomes available or after it expires, a warning message appears upon entry of the lot ID.
Serial ID	For serial-controlled items, indicate which serial ID you are issuing. Because serial-controlled items are already uniquely identified, no further information is needed for the order line.
Deplete On Hand Qty	Click this link to save this page and to run the Deplete On Hand Qty (Depletion) process. After saving the page, you cannot continue to add lines to the order. For interunit transfers, this link also initiates auto-putaway processing in the destination business unit if you also selected the Flag Items for Auto-Putaway option on the Interunit Ownership page. For intercompany transfers that are set up for direct invoicing, this link also initiates the Interunit Transfer Billing job (BIINIU).

Select the storage location information for non-lot-controlled and non-serial-controlled items, if appropriate. If you specified that default locations are to be used for this order, PeopleSoft Inventory automatically enters the default putaway location for the item’s storage location information for items that are not lot- or serial-controlled.

Note. If you selected the Auto Process at Save check box on the Auto-Processing Options tab of the Setup Fulfillment-Fulfillment Engine Options page, then saving the Express Issue page initiates the Deplete On Hand Qty (Depletion) process as well as direct invoicing for any order lines requiring this option. Be aware, however, that clicking the Deplete On Hand Qty link disables the auto-process option for the current issue. Similarly, saving an issue with the auto-process option selected and then subsequently clicking the Deplete On Hand Qty link does not schedule a new depletion.

See Also

Understanding Receiving and Putaway Processing

Creating Shipping Documentation

Transferring Stock Between Business Units

Managing Item Lots

Defining PeopleSoft Inventory Business Unit Display Options

Understanding Order Fulfillment Processing

Setting Up the Accounting Rules Structure

Working with Items

Entering RTV Transactions

Understanding the Direct Invoicing Jobs

Managing Transfers

Selecting Vendor Return Orders

Access the RTV Selection page.

Enter the appropriate parameters, and click the Search button. Items matching the criteria appear in the lower portion of the page. Select the check box next to a line, or click the Select All RTV (select all return to vendor) button to select all lines from an RTV ID. Click the Unselect All RTV (unselect all return to vendor) button to clear all lines.

Entering Order Line Details and Exceptions

Access the Detail Override/Exceptions page.

Distrib Type (distribution type)	Select if you want the order line to have a different distribution type than that specified for the order.
Configuration Code	If your installation includes PeopleSoft Product Configurator, enter a configuration code for your configured item.
Packaging Code	Define any specific packaging requirements for the item. Packaging codes are established on the Packing Codes page. This information appears on the Packing Instructions page when packing shipping containers.
Reason Code	Displays a user-defined reason code selected from the values that have a reason type of Shipments.
Export	Indicates that the order is an intercompany transfer requiring export documentation. This field is populated at the order header level for the ship to customer defined for the destination business unit. If you override the setting here, the system transfers the selection to the line level, where you cannot change it.
Schedule Arrival	Displays the date that the order should arrive at its destination. The scheduled arrival is linked to the scheduled shipment date. If the transfer is an interunit transfer and the user adds intransit time for the appropriate source business unit, destination business unit, and ship via, then this extra time is added to the scheduled shipment date to determine the scheduled arrival date. In the Shipping/Issues component, the arrival date is linked to the actual shipment date and time.   Note. For interunit transfers, if you change the scheduled arrival date and time, and if the destination business unit requires closure-calendar validation and processing for receiving operations as defined on the Closure Calendar page, the system validates the new scheduled arrival date and time against the closure calendar. If the arrival date coincides with a receiving closure date at the destination business unit, the system issues a warning and provides the option to keep the date or move the scheduled arrival date to the next valid date.

Note. If you override the ship via or carrier, PeopleSoft Inventory cancels any existing transportation route assignment for the demand line.

The Intrastat Interunit Returns and Replacement fields are only available for intrastat interunit transfers. If both the source and destination business units are members of the European Union and require intrastat reporting, mark the interunit receipt as a replacement or a return. Your selections populate the Receipt Line page when the destination business unit receives the transfer order.

See Also

Managing Transfers

Setting Up and Running Intrastat Reports

Creating Shipping Documentation

Assigning Order Lines to Routes

Transferring Stock Between Business Units

Selecting Storage Containers to Issue

Access the Choose Containers page.

Select a container ID to associate with the order line selected on the Express Issue page. When you return to the Express Issue page, the system automatically determines the items and quantities in each container and creates an order line for each item. If the item exists in more than one container, this information appears on the main page as an additional row.

You cannot ship partial containers using this method. To ship only one item or a partial quantity within the container, use the normal method of entering order lines on the main page.

Note. If you add a container and then decide not to ship it, return to this page to delete the row.

Creating Sales Orders Using PeopleSoft Order Management

Sales orders created in PeopleSoft Order Management that contain items stocked in inventory are passed to PeopleSoft Inventory for shipment. PeopleSoft Order Management processes the shipment of non-inventory (non-stock) items and passes the shipping information to the inventory shipping history tables.

In addition, when entering a sales order in the Order Entry Form component of PeopleSoft Order Management, the user can:

• View the stocked item's quantity available in the PeopleSoft Inventory business units.

• Lot-allocate demand lines to lot-controlled items in PeopleSoft Inventory.

• Launch ATP processing to promise order demand lines.

• Soft-reserve demand lines against PeopleSoft Inventory stock.

See Also

Creating and Maintaining Sales Orders

Sourcing Demand from PeopleSoft Purchasing

PeopleSoft Purchasing creates requisitions internally as well as receiving requisitions and other requests for stock from multiple PeopleSoft applications and external systems. The sourcing feature within PeopleSoft Purchasing can checks to see if the demand can be fulfilled by inventory rather than creating a purchase order to be sent to the vendor. The Build Inventory Demand process (PO_REQINVS) in PeopleSoft Purchasing can create material stock requests in PeopleSoft Inventory when stock exists to fulfill a requisition or other demand.

Sources of demand that could be created as stock requests by the Build Inventory Demand process include:

• Requisitions created in PeopleSoft Purchasing.

• Requisitions created in PeopleSoft eProcurement.

• Replenishment requests from another PeopleSoft Inventory business unit.

See Also

Using Purchase Order Sourcing

Using Par Location Management to Create Orders

The par location functions in PeopleSoft Inventory enable you to establish stock locations that can be replenished without tracking item on-hand quantities and material movement transactions. With par inventory management, you stock par locations with defined optimal item quantities, consume items as necessary, conduct periodic inventory counts to determine replenishment needs, and then run the Create Par Replenishment Requests process (INPGCDMD) to generate orders for items that require replenishment. Using the stock replenishment method, the Create Par Replenishment Requests process creates a material stock request, or order, in the PeopleSoft Inventory business unit to replenish items that are defined as stocked in your inventory.

See Also

Managing Par Inventory

Accepting Stock Requests from PeopleSoft Supply Planning

Recommendations for adding or rescheduling external stock requests, internal stock requests. and interunit transfers can be generated in PeopleSoft Supply Planning using inventory planning messages. Once a plan has been created and recommendations have been made, planning messages are placed into the DEM_CHG_INF_INV interface table using the Post Updates process (PL_POST). This process generates inventory recommendations, updates, and post errors. At that time, you can review, analyze, approve, and apply those inventory updates to PeopleSoft Inventory.

To process PeopleSoft Inventory updates:

1. Review the errors that occurred during the Post Updates process using the Review Planning Post Errors component.

   When you run the Post Updates process, the system finds errors. The system generates error messages when the situation in PeopleSoft Inventory has changed from the last time that the PeopleSoft Supply Planning update was initiated. For example, you'll receive an error message if PeopleSoft Supply Planning suggests canceling an interunit order but the interunit order has already been completed in PeopleSoft Inventory.

2. (Optional) Review and approve the recommended PeopleSoft Inventory updates using the Approve Planning Updates component.

   Use this component to manually approve the updates that you want to apply to PeopleSoft Inventory. You can automatically approve all of the changes during the Post Updates process.

3. Apply the approved PeopleSoft Inventory updates to PeopleSoft Inventory by initiating the Apply Planning Updates COBOL process (INPAPLAN).

4. Review the errors that occurred from the Apply Planning Updates process using the Review Apply Planning Errors component.

   When you apply the PeopleSoft Inventory updates and the system finds data errors, the system generates error messages. These error messages might have been generated because a change in the production data occurred since you ran the Apply Planning Updates process or because a business rule violation occurred (example violation: an invalid intercompany setup).

See Also

Committing PeopleSoft Supply Planning Updates

Pages Used to Accept Stock Requests from PeopleSoft Supply Planning

Processing Work Orders from PeopleSoft Maintenance Management

PeopleSoft Maintenance Management is used to maintain assets. A work order is created to repair or perform scheduled maintenance on an asset. The work order could list parts needed that are stocked in PeopleSoft Inventory. When work orders contain items stocked in PeopleSoft Inventory, then the work order schedule is passed to PeopleSoft Inventory for fulfillment.

A work order does not flow through the standard order fulfillment processes of PeopleSoft Inventory. The order is kept in a pending state in demand fulfillment table (IN_DEMAND) and processed under the Fulfill Work Order menu.

See Fulfilling Work Orders from Maintenance Management.

Approving Stock Requests Manually

Before you can reserve inventory to fulfill an order from any source, you must approve it. If you do not want to use the approval process, make sure that you have selected the Auto Stock Approval check box on the Setup Fulfillment page. If you receive stock requests from a third-party application, ensure that all demand rows are marked as Approved.

You can approve stock requests manually using the Approve Stock Request page or the Shortage Workbench.

See Also

Defining Basic Fulfillment Defaults

Managing Stock Shortages

Page Used to Approve Stock Requests Manually

Approving Stock Requests

Access the Approve Stock Request page.

Approved	Select to approve an individual stock request demand line.
Select All and Deselect All	Click to approve all demand lines or to withdraw approval for all lines. Note. The Select Alloption appears only when there are multiple demand lines.

Monitoring Order Fulfillment Status

This section discusses how to search for and review information about your stock requests.

Note. If your installation includes PeopleSoft Order Management, begin your inquiry with the Order Tracking component. Click the Quantity Reserved amount to access the Fulfillment Status page for more detailed information.

See Also

Understanding Order Fulfillment Processing

Pages Used to Monitor Order Fulfillment Status

Viewing Fulfillment Status

Access the Fulfillment Status page.

This page indicates whether lines are unfulfilled, reserved, on the picking plan, confirmed, shipped, depleted, canceled, or on hold. You can view the total number of demand lines for each order, as well as the number of demand lines in each fulfillment stage. You can also see the grand totals for all selected orders.

Note. The value in the On Hold field includes demand lines with sales order holds, as well as inventory holds.

Viewing Order Line Information

Access the Fulfillment Status - Order Line Detail page.

Reviewing the Status of a Particular Order

Access the Stock Requests page.

This page enables you to track the fulfillment status of each demand line within an order and to confirm the settings of the different options governing parameters, such as whether the order is approved or on backorder, whether partially fulfilled stock requests can be shipped, and whether requests can be shipped ahead of schedule.