Currency Display

Click to switch between the transaction currency and the base currency.

Delete Line

Click to delete a new line where the quantity is zero.

Quantity Available

Displays the quantity of the product available in the designated warehouse in the unit of measure (UOM) selected, minus previously reserved orders for the product. If you have allocated a quantity online, the system subtracts it also.

Quantity Reserved

If you soft—reserved stock online, displays the quantity reserved for the line.

If the PeopleSoft Order Management business unit Order Entry option is set to reserve stock at order save, and you save the order line or lines, the quantity reserved value is updated at save time.

Address From

Displays the level from which a ship to address override is being applied. For example, if the ship to address is overridden on the header, then this field displays Header at the header and all lines and schedules that do not have their own ship to address overrides.

Note. The address information that you change affects only the order on which you are working. To change customer address information for all new orders, use the customer address pages.

Order Status and Status

Select from:

• Canceled: The order was canceled before any shipments were made or the line, or the schedule is no longer valid. To reactivate a canceled order, copy it to a new order. If you change the status at the header level to Canceled, that status is used by default for all lines and schedules. Setting the line status to Canceled sets the status of all schedules associated with the line. An individual schedule can have its status set to Canceled without affecting the status of the line.

  Lines and schedules that have fully or partially shipped cannot be set to Canceled. To cancel a partially shipped line or schedule, set the quantity ordered to the quantity shipped.

  The Close Orders process closes the line, and the remaining quantities are de-allocated from the PeopleSoft Inventory demand tables if a picking plan has not already been generated. You cannot change the status from Canceled to any other status.

• Closed: Either the schedules have been fully shipped, or the first shipment was made and back orders were canceled. The system automatically closes orders when you run the Close Orders process. You cannot set this status manually.

• Pending: The header or lines may need additional information. Demand data is passed to PeopleSoft Inventory based on the status of the schedule, not the status of the header. However, if you save the header as Pending and create lines and schedules for the order, they default to Pending rather than the normal default of Open. You can change the status of all the lines and schedules that you created from Pending to Open by changing the status of the header to Open.

Contact

Displays, by default, the primary contact associated with the sold to, bill to, or ship to customer from the Contact Customer page. The contact's location address is automatically populated on the sales order as well, if the contact's address is also a valid address for the customer.

Show Details and Hide Details

Click these links to show detailed or summary information for the sold to, bill to, and ship to customer. If you are viewing detailed information, the Hide Details link appears. Similarly, if you are viewing summary information, the Show Details link appears.

Ship To

If you change the ship to customer ID after lines are associated with an order, the new ship to customer ID appears as the default for new lines. The value is not changed on existing lines. If the ship to address location or ship to address override are changed at the header level, the change is propagated to valid pending and open lines and schedules.

Export

Select if export requirements are required.

Tax Code

If you are not operating in a value-added tax (VAT) environment and you do not have Vertex or Taxware installed, PeopleSoft Order Management calculates a simple sales tax. The code associated with the ship to customer location address on the Customer Address page appears automatically for taxable orders. For orders being picked up at the warehouse counter, the tax associated with the Inventory Business Unit will appear on picked up orders. The Populate Billing process passes the tax code to bill lines in PeopleSoft Billing.

Reason

Select a reason code to describe the goods shipped as well as their nature and quality. This code is included on orders and shipping documents to meet Italian government requirements. You can only enter reason codes with the reason type of Shipments. If this field is left blank, a default value could be populated by the Order Management Business Unit Definition - Shipping and Returns page.

Tax Transaction Type

Select the tax transaction type assigned to the transaction The field is used for India localization tax processing. Values are:

• DEB (direct export with bond)

• DEWB (direct export without bond)

• DIMP (direct import)

• DOM (domestic)

• IUT (interunit transfer)

• LEB (local export with bond)

• LEWB (local export without bond)

• LIMP (local import)

Partials

Indicates whether your customer accepts partial shipment schedules.

Ship Prior

Indicates whether your customer accepts shipments before the requested arrival date.

Cancel Backorder

If your customer doesn't want backorders, select Yes.

Single Ship

If your customer wants the entire order shipped on one shipment, select Yes.

Requested Arrival Date/Requested Arrival Time

When you enter this date, the system calculates the requested ship date by adding the transit lead time that matches the order. The system considers exception ship dates for the ship to customer in determining the scheduled arrival date.

Requested Ship Date/Requested Ship Time

When you enter this date, the system calculates the requested arrival date by subtracting the transit lead time that matches the order.

Scheduled Ship Date/Scheduled Ship Time

The system uses the requested ship date as the start date. Then it adds the transit lead time that matches the order. The system then considers the Inventory business unit closure calendar in determining the scheduled shipment date.

Scheduled Arrival Date/Scheduled Arrival Time

The system calculates this date based on the scheduled shipment date. It uses the transit lead time that matches the order. The system considers the exception ship dates for the ship to customer in determining the scheduled arrival date.

Note. When you change either of the scheduled dates—shipment or arrival—the system doesn’t recalculate them. For example, if you change the scheduled ship date, the system doesn’t recalculate the scheduled arrival date. The system assumes that you are manually overriding the dates. Changes to the requested dates trigger the automatic recalculation of the scheduled dates.

Click the View Related Links button to access additional options for a sold to, bill to, ship to customer and product. These links are available.

Sold to customer:

• View Sold To Customer Address

• Override Sold To Address

• Sold To Address Annotations

Bill to customer:

• View Sold To Customer Address

• Customer Credit

• Bill To Annotations

Ship to customer:

• View Ship To Customer Address

• Override Ship To Address

• Ship To Address Annotations

Product:

• Product Search

• Product Detail (after entering a product ID)

• Product Kit Detail (after entering a product ID)

• Product Kit Availability (after entering a product ID)

• Product Alternates (after entering a product ID)

• Product Annotations (after entering a product ID)

Order Entry Form

ORDENT_FORM_LINE

Order Management, Quotes and Orders, Create/Update Order

Order Management, Quotes and Orders, Create/Update Quote

Enter header and line information.

Credit Card Data

ORDENT_HDR_CREDCRD

Click the Credit Card Data button from the Bill To Details region of the Order Entry Form page.

Displays credit card information for the transaction.

Letter of Credit Information

LCEXPORT_INQ

After selecting a letter of credit ID on the Order Entry Form page, click the Letter of Credit Info button.

View details for letters of credit for the customer.

You must first establish letter of credit information for the customer using the PeopleSoft Treasury Export Information page.

Letter of Credit Document Info

LCDOC_INQ

Select the Letter of Credit Document Info tab on the Letter of Credit Information page.

View details for letter of credit documents for the customer.

Header Export Detail

ORDENT_HDR_EXPORT

After selecting the Export option, click the Export Detail button the Ship To region of the order header on the Order Entry Form page.

View or change export shipping information for the ship to customer.

Update Schedules

ORDENT_HDR_SCHCHG

• Select Update Schedules in the Header Menu field on the Order Entry Form page.

• Click the Update Schedules link in the Ship To Details section of the Order Entry Form page.

Update shipping details for all schedule lines of the order.

See Updating Shipping Schedules.

Carrier Information

ORDENT_CARRIER_VW

Click the Carrier Detail button on various pages in the Order Entry Form component.

View carrier information.

Similar to the Carrier Table page in the General Options menu.

Export License Detail

ORDENT_EXP_LIC

Click the Export License Detail link on the Header Export Detail page or the Line Export Detail page.

View export license information for a ship to customer.

Import License Detail

ORDENT_IMP_LIC

Click the Import License Detail link on the Header Export Detail page or the Line Export Detail page.

View import license information for a ship to customer.

Shipment Schedules

ORDENT_SCH_ENTRY

Click the Shipment Schedules link on the Order Form Entry page.

Used to manage the schedules for the order.

See Maintaining Order Schedule Information.

Orders with this PO

ORDENT_BLLPO_VW

Click the Orders with This PO button next to the PO Number field on the Order Entry Form page.

View sales order numbers referencing the same purchase order.

Customer Purchase History

CUST_PUR_HIST_OM

• Order Management, Quotes and Orders, Create/Update Order, Review Customer Information, Purchase History

• Click the More Orders link (if applicable) in the Purchase History region of the Order Entry Form page.

View purchases made by a customer based on the setting from the Order Management Setup page. Lists orders by line, detailing order numbers and dates, as well as product IDs, descriptions, and quantities.

Select/Copy From Purchase History

ORDENT_CSTPUR_HIST

Click the More Orders link in the Purchase History region of the Order Entry Form page. The link is only available if more then 10 lines exist.

View purchase history if more then 10 lines exist.

Note. Product IDs for orders originating from PeopleSoft Contracts or replacement orders originating from PeopleSoft Contracts are unavailable for selection. They still appear in the grid if the sold-to customer is the same customer as the current order.

Kit Component Qty Detail

ORDENT_PRODKIT

Click the Kit Component Qty Detail button on the Product tab in the line area of the Order Entry Form page.

Update component quantities for a kit.

Line Pricing Data

ORDENT_LINE_PRICE

Click the Pricing Data link on the Order Entry Form page.

View and modify pricing and buying agreement information for the order line. PeopleSoft Order Management automatically determines the list price for the product on the order line and applies all adjustments based on the applicable price rules. You can also enter manual price adjustments.

Price Detail

ORDENT_LN_PRCAUDIT

Click the Price Detail link on the Line Pricing Data page or the Schedule Pricing Data page.

View price rule and promotion information.

Price Adjustment Detail

PRICE_CALC_SEC2

Click the Details link on the Price Rule Adit tab of the Price Detail page.

View the rule keys and values for the rule keys on the condition of the price rule.

Record Payment

ORDENT_PYMT

Click the Record Deposits link on the Order Entry Form page.

Use to enter a deposit or immediate payment for the order.

See Recording Payments and Deposits for a Counter Sales Order.

Order

If you are using auto-numbering, the order number is assigned after you save the order.

Order Date

When you create a new order, the current date is the default order date. If you update an existing order, the order date is the initial date the order was created.

When the order is placed on hold, either manually or through the online or background process, ORDER HOLD appears to the right of the Order Date field. To see the reason for the hold, or to add or inactivate a hold, click Hold/Change Reasons link from the Header menu on the Order Entry Form page to access the Header Hold/Change Reasons page.

Order Group

Automatically populated by the preferences for the person entering the order (if one is defined on the User Preferences - Orders - Sales page). If an order group has not been defined previously, you must enter one.

Sold To

You cannot change the sold to customer ID after lines are associated with the order. If, after entering a sales order, you need to change the sold to customer ID, cancel the order and enter a new order for the correct sold to customer.

Source

Indicates how an order was received (for example, by phone). Automatically populated by the order group or from preferences for the person entering the order.

You can enter or change the value here unless the order originates from PeopleSoft Contracts (indicated by a CA value) or is a replacement order for an PeopleSoft Contracts order (indicated by a RCA value).

Note. You cannot add a new order with a source of “CA” or “RCA.” You can also not add or copy lines for orders originating from PeopleSoft Contracts.

Arbitration Plan

Displays the pricing arbitration plan associated with the sold to customer on the Sold To Options page. If the customer doesn't have an associated plan and is not part of a customer group with an associated plan, the system uses the default arbitration plan set up on the Arbitration Plan page in PeopleSoft Enterprise Pricer.

Weight and Volume

Automatically populated by your selection on the Sold To Options page. If this field is blank, and the weight and volume pricing processing option is selected on the Order Entry Features page, you can enter a weight and volume rule.

Select Weight & Volume Price Calc. in the Header Menu field on the Order Entry Form page to manually calculate the weight and volume pricing and open the Estimated Shipments page to view how it was calculated.

Exclusive Pricing ID

This ID represents a pricing arbitration plan that has price rules directly attached to it. An exclusive pricing ID may appear by default from the order group, or you can select one. The exclusive pricing ID appears by default on the order line and schedule; you can change it in both places.

Pricing Date

The value is an alternative value for Order Date. If it is provided, it is used as the Order Date in the pricing calculation. Options are: Effective Date, Order Date, Requested Arrival Date, Schedule Ship Date, System Date. For example, use the System Date to replace the Order Date to price the order with the current pricing criteria if a line is added to an existing order.

Product Source

Select product IDs (System) or customer part numbers (Customer). The default value comes from the referenced buying agreement, if applicable, or the Sold To Options page. You can change it here or at the line level.

Freight Charge Method

If you are calculating freight charges, select Quantity, Value, Volume, or Weight as a method.

Customer Channel

Use the customer channel to divide customers for reporting, trade spending, and integration with PeopleSoft Demand Planning.

Quotation Number

If you create the sales order from a quote, the number of the quote appears here. You can also enter a number to associate a quote with an order.

Allow Product Substitutions

Automatically populated based on your selection on the customer General Information - Sold To Options page. Choose an alternate product if one exists during order entry, or substitute an item during the picking process in PeopleSoft Inventory.

Payment Method

When you select Credit Card as the payment method, the Credit Card Data button is active.

Letter of Credit ID

If you have defined a letter of credit in PeopleSoft Treasury for the customer, then select a letter of credit ID.

Bill Type

Automatically populated by the Bill To Options page. If you haven't set up a bill type at the customer level, the bill type identifier from the Accounting and Billing page on the Order Management business unit definition is the default. You can have only one bill type per order.

Freight Bill

Select or override to determine whether you want freight to be billed at order entry or shipping.

SubCustomer 1 and SubCustomer 2

If you are using subcustomers, they default from the Miscellaneous General Info page for the customer.

Direct Invoicing

Select to have PeopleSoft Billing finalize and print an invoice for the order immediately after shipping.

Bill Only Sales Order

This option designates that the order is at the customer site and will be billed when it is sold as part of a vendor managed inventory.

Update Schedules

Click the link to access the Update Schedules page to make changes to the schedules in the order.

Partial Order

Indicates whether your customer accepts partial orders.

Single Ship Flag

Select Yes if the customer wants all the schedules that make up the order to be shipped together. All of the schedules must be on the same shipment.

Note. If you have the single-ship option set to No and you have already added lines to the sales order, you can’t change the order to a single ship of Yes. You must cancel the order and start over. However, you can change the single-ship status from Yes to No.

Note. If the single-ship option isYes and the partial order option is also Yes, the Cancel Backorder option will also be set to Yes and cannot be changed.

VMI Ship To

Defaults from the VMI Options page in the customer component designating that the inventory on the order is managed at the customer site.

Exemption Certificate

Select a value or enter the certificate number that is supplied when placing the order. Define tax exemption certificates on the General Information - Tax Exempt Certificate Info page. Because a customer may have multiple exemption certificates for different types of purchases and for different jurisdictions, there is no default for this field.

Buying Agreement ID

Automatically populated by the sold to customer or from the customer group associated with the sold to customer if the buying agreements is defined as the default. You can change this value.

Standard Discount

Displays the discount applied to each sales order line, in addition to any price rule adjustments.

PO Number (purchase order number)

If you indicated on the General Information - Bill To Options page that this bill to customer requires a purchase order on all orders, then you must enter a value in the PO Number field if a blanket PO number does not automatically appear.

If you enter a purchase order number that is already in use by another order, a message appears asking if you'd like to view the other orders that reference the purchase order number.

Confirming PO Received (confirming purchase order received)

Automatically selected if you've received a copy of the purchase order.

Payment Terms ID

The value defaults from the Bill to Options page for the customer. The terms can by changed here.

Order Owner

Defaults from user preferences and defines the owner for the order. The value prints on the goods receipt and it used for pegging notifications.

Revision

The revision field has no processing associated with it at this time.

Product ID

Click a product ID to copy lines to this order from purchase history. The product ID, quantity, and unit of measure are copied. The remaining fields are automatically populated as if the order line was entered manually.

Note. You cannot select product IDs for an order originating from PeopleSoft Contracts, but you can view these order lines.

Line

The automatic increment for this field is controlled at the business unit level on the Order Management Definition - Order Management Setup page.

Status

Select the status of the order line. The default is the order header status.

Hold

The line is on hold if an L appears in the column. To view the hold code reason, select the Holds/Change Reasons link from the More list box. If any of a line’s schedules are on hold, then an S appears. If there are line and schedule holds, then L/S appears.

Note. If it is a pickup hold, it will not display.

Product ID

Select a product ID, based on the product catalogs available to the customer, or manually enter an ID. If you haven't assigned product catalogs to the customer, all products in your system are available.

Quantity

Enter an order quantity in the increment required for the unit of measure. Valid increments are set up on the Product Attributes by UOM page and apply only to the line, not the schedule.

UOM (unit of measure)

Establish the default ordering UOM for the product on the Product Attributes by UOM page. If other valid UOMs exist for the product, you can change the value.

Pick-Up

Designates that the customer will be taking the products with them.

Note. To accept immediate payment and finish processing the order, the CSR must access the order from the Create/Update Counter Sales menu.

See Entering Counter Sales.

Unit Price

The value is displayed after you enter a Quantity and UOM and press Calculate Price. Manually enter or change the price per unit if the line quantity will be sent out in one shipment; however, if there are multiple shipment schedules, you will receive a message instructing you to make the price change on each shipment schedule.

If you change the price, you must select a price adjustment reason. You can establish defaults for user preferences or the Order Management Business Unit.

Extended Amount

Appears when you press Calculate Price. The currency from the header is used by default.

Ship From

Automatically populated by the ship from warehouse for the PeopleSoft Inventory business unit. The default value depends on certain business unit and customer conditions that are detailed in the Source of Ship From Inventory Business Unit section. If the Ship From field does not display a value, the product is a service.

Use the Look Up Ship From button to view quantities available from different warehouses.

Click the button to display the Supply Source Detail page. The button displays if the line has been pegged to a purchase order, requisition, interunit transfer (MSR), or Production order.

Click the button to display the Alternate Sources of Supply page. The button displays if Manual or Automatic is selected as the Availability Option on the Order Entry Features page of the Order Management Business Unit.

Quantity Available

Displays the quantity available in the ship from PeopleSoft Inventory business unit either specified from the customer Distribution Network, alternate sourcing, the Inventory Business Unit defined on the Order Management Business Unit Shipping and Returns page or the Distribution Network defined on the Order Management Business Unit Shipping and Returns page.

Quantity Reserved

The value represents the quantity that has been reserved by the Material Reservations process either by selecting the Reserve Order or Reserve Line option on the Order Entry Form page or at Save time.

Quantity Shipped

Displays the quantity that has shipped.

Number of Schedules

If the order line has more than one schedule, the number of schedules appears as the last column in the display grid.

Product Source

Select system-generated product IDs (System) or customer part numbers (Customer). The default product source comes from the header. You can change it for each line of the order.

Click the Kit Component Detail button to view the components of the non-configured kit on the Kit Component Qty Detail page.

Order Group

Automatically populated from the header. You can change it here.

Customer Item Number

If the product source is System, the customer’s item number appears if applicable.

System Product ID

If the product source is Customer, then the system product ID corresponding to the customer item ID appears.

Pricing UOM

You can price in a different UOM than the ordering UOM. The value defaults from the Product Attributes by UOM page.

Quantity Backordered

Displays the unshipped quantity, if the line is partially shipped.

Quantity Promised

If using ATP (available to promise), the value represents the quantity that has been promised for the line.

Skip Promising

If you don't want the line to be promised for an ATP item, select the option. Otherwise it will be automatically promised when the order is saved.

Skip Lot Allocation

Select this option to bypass lot allocation. Otherwise it will be lot allocated when you save the order as long as it is a lot allocated item and you selected the Lot Allocate at Save option on the Order Entry Feature page for the business unit.

Benefit Identification

A value is required if the transaction is identified as an Indian sale. The tax transaction types are valid for export sales:

DEB (direct export with bond)

DEWB (direct export without bond)

LEB (local export with bond)

LEWB (local export without bond)

Intrastat

If you are operating in a country that requires Intrastat reporting, and this order line or schedule is an Intrastat transaction, select this check box. If it is, make a selection from the Replacement list box. Intrastat reporting distinguishes between original shipments, shipments that are a replacement for products that were previously shipped and returned, and shipments that are a replacement for products that were previously shipped and must be replaced, but were not returned.

Replacement

If Intrastat is selected, select Not Applicable, Replace Goods Not Returned, or Replacement of Returned Goods.

Direct Ship from Vendor

Select this option if the product is shipped directly from a vendor to your customer. Enter this information on the Product Definition - Options 2 page. You can also use direct ship to ship a product directly from the vendor when that product is normally stocked in PeopleSoft Inventory. Selecting 'direct ship' will assign a source type of 'requisition' or 'purchase order' and disposition of 'direct ship' to the order schedule.

Reason

Displays tax reason codes for Italy regulations.

Load ID

Enter a load ID to include this order line on a pre-established load in PeopleSoft Inventory. The load's carrier ID, ship via information, and scheduled ship date (if applicable) are displayed, overwriting defaults that may have come from the buying agreement, customer, or header. These fields are not available for data entry.

Route

When you save the order, the system assigns a route code if the ship from inventory business unit is set up for routes and the line qualifies to be added to the route. The system searches the routes to find a match by inventory business unit, customer, ship to customer, address, and ship via value. If the system finds a match, it adds a route code. If you know the route code, you can enter it while you complete the line information.

The Route Stop Number appears for the route.

See Routes.

Buying Agreement ID

Displays the buying agreement ID associated with this line. The default value comes from the order header.

Buying Agreement Line

Displays the line number of the buying agreement line associated with this order line. This number is assigned if the price is derived from the buying agreement.

Customer PO (customer purchase order)

Displays the customer purchase order ID associated with this line. The default value comes from the order header.

Customer PO Line (customer purchase order line)

If the order line references a particular line on the purchase order, indicate it here. You can enter a different PO number for each order line.

Find Alternate Supply Sources

Click the link to perform alternate sourcing on each line in the grid. Each line is sourced independently. The highest priority sourcing option is assigned to the line. The button displays if Manual or Automatic is selected as the Availability Option on the Order Entry Features page of the Order Management Business Unit. If you selected Manual, you need to click the button to initiate advanced sourcing. This button will perform alternate sourcing on all the order lines currently in the sales order line grid.

Calculate Price

Click the button to calculate the price for the order. Pricing occurs when the button is clicked or when the order is saved.

Product Add

When you price the line it hits a Product Add price formula, a window displays with the products eligible to add without charge or at a discount. Once you select the products to add, you can later click the Product Add link to go back and review or re-select the products.

Shipment Schedules

Click the link to access the Shipment Schedules page.

Number of Lines to Copy

Enter the number and click the Copy Order Line button to copy the lines to a new or existing order.

Pricing Data

Click the link to access the Line Pricing Data page.

Gross Order Total

The list price for all schedules of the order.

Line Adjustments

Adjustments for list price for all schedules.

Order Adjustment

The amount of the adjustments to the entire order.

Total Net Price

The Gross Order Total minus the Line Adjustments and Order Adjustment.

Freight Amount

Freight charges summed for all estimated shipments.

Freight Tax

Freight taxes summed for all estimated shipments with schedules.

Freight VAT Amount and Extended VAT Amount

Displays if it is a order with VAT (value added tax).

See Order Processing in a VAT Environment.

Tax Amount

Sales tax summed for schedules.

Net Order Total

The Total Net Price plus VAT Amount plus Freight Charge Amount plus Freight Tax plus Tax Amount.

Total Payment Received

The total money received from the customer for the order. This amount includes all deposits and payments.

Payment Applied

The payment that has been applied, used, or refunded. It is calculated as the difference between the Total Payment Received and the Order Deposit Balance.

Order Deposit Balance

The balance of the total deposits made against the sales order minus any previously applied deposits or refund activity.

Deposit Required Basis

Displays the sum of the unfulfilled schedules that haven't already had a deposit placed for them. This basis amount will be used to calculate the amount of a deposit that is to be collected for an order.

Note. If you want to take a deposit for a product kit that is direct ship from the vendor, a non-inventoried item, or a kit with a non-inventoried component, turn off the Mark for Billing at Save option on the Order Entry Features page of the Order Management Business Unit. Otherwise after confirming and saving the order, the deposit can't be included because the non-stocked product will have already been shipped.

Deposit Percent

Displays the amount of the deposit to be used against the current order transaction. This amount will be automatically calculated. When calculating this amount, the system will leave enough of the deposit to cover any existing backorders. The system generated amount can be overridden from the Record Payment page. The deposit percent defaults from the bill-to customer and then the Order Entry Feature page for the Order Management Business Unit.

Deposit Required Amount

System calculated amount representing the deposit amount to be collected from the customer for the current transaction. Calculated by multiplying the Deposit Required Basis times the Deposit Percent. The amount can be overridden from the Record Payment page.

Deposit Applied

Displays the current refund amount available to offset the pick up amount, any remaining monies are used to offset the Deposit Required Basis.

For example, suppose an order is completed and payment is taken for an order line that has not been shipped or picked up. Then the order line is cancelled and a new order line is added to the sales order. The system uses the refund amount available for the cancelled order line as a credit to offset the pick up amount first and then the required deposit basis secondarily.

Total Due

Displays the amount of the order that is due for the current order transaction.

Refund Due

Refund Amount displays the refund due to the customer. It is calculated as the current order deposit balance, minus the amount withheld for the back order goods and any offset for the current transaction's pickup amount and basis for required deposit. It is displayed only if there is refund due. The refund due is calculated as:

*Payment Required

This message is displayed if the customer is required to make a payment at the time the order is placed. For example, if there is a Total Due on the order, and if the customer is marked as an Immediate Payment customer, then they will be required to pay in full for all items they are taking with them at order time. If the customer is marked as requiring a deposit, then they will be required to pay the deposit required amount at order time for any items that they are not taking with them, for example backorder or special ordered items.

See Adding General Customer Information.

*Payment Not Required

This message is displayed if the customer is not required to make a payment at the time the order is placed. For example, if there is a Total Due on the order, and if the customer is not marked as an Immediate Payment customer, then the customer has the option to either pay in full, pay in part, or pay later for the items they are taking with them at order time. If the customer is not marked as requiring a deposit, then they will not be required to pay a deposit for any items that they are not taking with them.

Record Deposit

Click the link to access the Record Payment page to add a deposit if required.

Currency Detail

Click the link to access the Currency Data page.

Authorize Credit Card

If the payment method is credit card, click the button to authorize the credit card.

Automated Reporting Program

The automated exporter reporting program (assigned by the Bureau of Census in the United States) is automatically populated from the General Information - Additional Ship To Options page.

Canadian Customs Invoice

Invoice that must accompany shipments from the United States to Canada.

Shippers Export Declaration

U.S. Department of Commerce document describing all freight moving from the United States to other countries.

Certificate of Origin

United States certificate that guarantees that the goods are of U.S. origin (purchase or manufacture).

Type

Select from:

• General Destination: Goods are not export-controlled.

• Specific: Products require a specific license for controlled technology.

Reload Kit

Click the button to reload the current kit components based on the shipment date.

Quantity

Adjust the quantity for the components that make up the kit.

OK to Ship Without

Select if the product kit can ship without this component.

Price List ID

Displays the corresponding ID associated with the list price amount.

Standard Discount

Displays the standard discount, which is derived from the order group established on the Order Groups page.

List Price

Displays the base price for the UOM on the schedule. The list price comes from the price lists defined in pricing, or it is based on the price of the product in the designated ship from warehouse. If the line was created from a buying agreement, the list price that you defined for the buying agreement line appears.

Price Rule Price

Displays the price calculated after the system applies the price formulas.

Net Unit Price

Displays the price after the system has applied the standard discount and all price rule adjustments, or, if the line has been created from a buying agreement, the net unit price defined for the buying agreement line. If you change the value, enter a reason code for the change.

Note. Prices appear only when the line quantity will be sent out in one shipment. If there are multiple shipment schedules, make the price change on each shipment schedule. In this case, open the Order Schedule - Pricing page to view pricing. If a non-stock or direct ship from vendor product is used, but you can only change the unit cost.

Price Protected

Automatically selected for order lines created from quotations. If clear, the price on the line can change as subsequent order lines are added, and the Order Repricing process recalculates the price if needed.

For order lines created from quotations, the system automatically selects the Price Protected check box.

If the line is created from a buying agreement, and you did not select Price Can Be Changed on Order for the buying agreement, the Price Protected check box is selected and you cannot change it. If you did select Price Can be Changed on Order, the Price Protected check box is selected, but you can clear it.

The system automatically selects the Price Protectedcheck box when you make manual adjustments to prevent the adjustments from being overwritten by the Order Repricing process.

Exclusive Pricing ID

May be automatically populated by the header or order group, but you can override the value. You can see a list of all the price adjustments invoked by the exclusive pricing ID unless the order line was created from a buying agreement.

Extended List Price

Displays the quantity ordered multiplied by the list price.

Extended Net Price

Displays the quantity ordered multiplied by the net unit price.

Unit Cost

Automatically populated for stocked products using standard costing and cannot be changed unless your CSRs can make margin adjustments. Establish the unit cost for stocked products when you define them in PeopleSoft Inventory. If the cost is actual or there is no cost defined, Actual / No Cost appears.

The unit cost appears for a non-stock product if you establish the cost on the Product Price page, but you can change it.

If the unit cost for a non-stock product changes on an order-to-order basis, manually enter a value in this field.

Note. When sending products by direct ship where no cost is set up for actual, perpetual, or periodic costing methods, the system retrieves the cost from the purchase order associated with the schedule. If a purchase order is not provided, the default actual cost defined for the item on the PeopleSoft Inventory business unit is used.

Alt Unit Cost (alternate unit cost)

If you are using alternate costs, the value will display. If you are not using alternate costs, the value will be the same as the unit cost. This field can only be changed if you have enabled security for margin adjustments and have selected the margin adjustment option on the Order Entry Features page. Alternate cost is defined on the Product Definition — Options page and the Product Groups Table page.

Margin Amount, Margin Percent

The margin appears as both an amount and a percent for the unit and alternate unit cost.

Change Currency Display

Click to toggle between the transaction currency and the business unit base currency.

Reason

Select a reason code for the adjustment.

Note. You must enter a reason code before you enter the price adjustment.

Discount

Select to enter a manual discount adjustment.

Surcharge

Select to enter a manual surcharge adjustment.

Adjustment Amount

Enter the discount or surcharge adjustment amount.

Adjustment % (adjustment percentage)

Enter a percentage, and the system calculates the discount or surcharge adjustment amount.

Price Override

Enter a completely new price.

Note. You can add only one manual price adjustment at a time.

If you are changing the price for the line and the line has already been invoiced, the new price applies only to additional quantities for the line and new schedules created from the increase. The updated price does not apply to lines that have already been invoiced. Check to see if the line has an associated invoice ID by looking at the Order Tracking − Results page.

Promotion Code

If you have PeopleSoft Promotion Management installed, you can select a promotion code in addition to a discount, surcharge, or price override. The system passes the promotion code, along with the manual adjustment, to the ORD_PRICE_ADJST table. If you select a promotion code for the adjustment only, the system finds the price formulas associated with the promotion.

Note. Whenever you override a price on a line or schedule using a promotion code, the system ignores any dates that are on the formulas of the applicable price rules. If a price formula has expired, the adjustment still applies.

Calculate Adjustment

Click to have the system adjust the price for the manual adjustment.

Buying Agreement ID

Automatically populated by the order header but can be changed.

Buying Agreement Line

If the price is assigned from the buying agreement line, select the buying agreement line number.

Buying Agreement Schedule

If this order line was created from a buying agreement release, displays the release number.

Payment Method

Displayed from the order header.

Payment Terms

Automatically populated from the order header and can be changed here.

Price Rule

Displays adjustments made to the list price that are determined by the price rule.

Action Type

The price rule action type.

Adjustment Method

Displays how the adjustment was applied.

Reason

Displays the adjustment reason if this was a manual price adjustment.

Adjustment Flag

Defines either an Amount, Percent or replacement price.

Adjustment Amount

Displays the adjustment amount from the price formula (if any).

Adjustment % (adjustment percentage)

Displays the adjustment percentage from the price formula (if any).

Amount

Displays the adjustment amount that is sent to PeopleSoft Billing.

Currency

Displays the currency of the adjustment amount.

Adjustment Type

Displays either Off-Invc (off-invoice) or Billback.

Price Promotion Code and Merchandising Type

Displays information from PeopleSoft Promotions Management.

Available to Promise

ORDENT_SCH_ATP

Select ATP Decision in the Header Menu field on the Order Entry Form page.

Use to perform ATP calculations.

See ATP.

Agreement Usage

SCON_HDR_USAGE

• Select Buying Agreement Usage in the Header Menu field on the Order Entry Form page.

• Click Buying Agreement Usage on the Line Pricing Data page.

Displays order activity against a buying agreement, including the line and schedule number against which the order was applied.

See Creating Buying Agreements.

Conversations

CONVER_DATA1_SS

Select Customer Conversations in the Header Menu field on the Order Entry Form page.

Record conversations about or with a customer.

See Managing Conversations.

Customer Credit

ORDENT_CRED_AVAIL

• Select Customer Credit in the Header Menu field on the Order Entry Form page.

• Click the Customer Credit link after clicking the Related Links button on the Bill To region of the Order Entry Form page.

View credit availability and details for a bill to and corporate customer.

Similar to the Credit Available page.

Estimated Shipments

ORDENT_EST_SHIP

• Select Estimated Shipments in the Header Menu field on the Order Entry Form page.

• Select Weight & Volume Price Calc. in the Header Menu field on the Order Entry Form page.

View shipping information for the estimated shipments.

Manually calculate the weight and volume price and open this page to view how the weight and volume price was calculated.

Estimated shipment criteria is defined on the Inventory Definition - Business Unit Options: Estimated Shipment Definition page.

Freight Charges

ORDENT_FRT_CHRG

Select Freight Charges in the Header Menu field on the Order Entry Form page.

Calculate freight for the estimated shipments that make up the sales order. Also enter manual freight charges and override freight charges. Freight charges can be entered only after you have entered a line for the order.

Freight Detail

ORDENT_FRT_AUDIT

Click the Freight Detail link on the Shipments (estimated) page or the Freight Charges page.

View how each freight charge was calculated.

Header Commissions

ORDENT_HDR_COMM

Select Commissions in the Header Menu field on the Order Entry Form page.

View or modify commission information for a sales order.

See Structuring Commissions.

Header User Reference

ORDENT_HDR_CDATA

Select User Defined Reference in the Header Menu field on the Order Entry Form page.

Captures information that the customer wants referenced on the order. Data referenced here is informational only.

Header Holds/Change Reasons

ORDENT_HDR_RSN

Select Holds / Change Reason in the Header Menu field on the Order Entry Form page.

Place or remove order holds; also enter reasons for holds on order headers.

See Placing Sales Orders on Hold.

Header Notes/Attachments

ORDENT_HDR_NOTE

Select Notes/Attachments in the Header Menu field on the Order Entry Form page.

View or associate notes and attachments with a sales order header and have the notes print on designated documents.

Header VAT Information

ORDENT_HDR_VAT

Select Vat Information in the Header Menu field on the Order Entry Form page.

Enter header VAT information or override VAT default values.

See Order Processing in a VAT Environment.

Lot Allocation

ORDENT_RESLOT

Select Lot Allocation in the Header Menu field on the Order Entry Form page.

Use to perform lot allocations.

See Using Lot Allocations.

Margin Adjustments

ORDENT_MARGINS

Select Margin Adjustments Worksheet in the Header Menu field on the Order Entry Form page.

Use to manipulate the margins at the order level.

See Entering Margin Adjustments on the Worksheet.

Supply Source Detail

ORDENT_SSRC_DTL

Select Pegged Supply in the Header Menu field on the Order Entry Form page.

Use to view the view the existing pegs for the order.

See Viewing and Updating Supply Source Information.

View Schedules

ORDENT_SCH_VW

Select View Schedules in the Header Menu field on the Order Entry Form page.

View summary information of all the schedules of the lines in the buffer. Column order for grids may vary by implementation.

Project Defaults

ORDENT_PROJECT

Select Project Defaults in the Header Menu field on the Order Entry Form page.

Enter PeopleSoft Project Costing-related information for an order.

You must have PeopleSoft Project Costing installed.

Quote Competition

ORDENT_HDR_ADDTL

Select Quotation Data in the Header Menu field on the Order Entry Form page.

Enter information about the success percentage competitor, and win loss reason. The competitor data is for information only.

See Maintaining Quotation Information.

RMA Reference for Sales Order

ORDENT_RMA_REF

Select RMA Reference for This Order in the Header Menu field on the Order Entry Form page.

View RMA details.

Schedules on Shipment

ORDENT_EST_SCHEDS

Click the Schedule Detail link on the Estimated Shipments page.

View the schedules attached to the estimated shipment.

Shipment Price Adjustments

ORDENT_SH_PRCAUDIT

Click the Pricing link on the Estimated Shipments page.

View details for the weight and volume pricing adjustments.

Shipments by Header

ORD_SHIP_HDR_VW

• Select Actual Shipments in the Header Menu field on the Order Entry Form page.

• Order Management, Quotes and Orders, Create/Update Order, Review Order Information, Shipments by Header

View shipment details for an order.

Short-Term Customer Setup

CUST_STERM_CREATE

Select Short-Term Customer Setup in the Header Menu field on the Order Entry Form page.

Enter a new customer using a template.

See Using Short-Term Customers.

Summary by Sold To

ORDENT_SOLDTO_VW

• Select Copy Sales Order/Quote in the Header Menu field on the Order Entry Form page.

• Select Orders by Sold-To in the Header Menu field on the Order Entry Form page.

Copy sales orders or quotes.

View orders for a sold to customer by selecting Orders by Sold To.

Update Schedules

ORDENT_HDR_SCHCHG

• Select Update Schedules in the Header Menu field on the Order Entry Form page.

• Click the Update Schedules link in the Ship To Details section of the Order Entry Form page.

Update shipping details for all schedule lines of the order.

Note. Schedule export and import information is only updated if a pick batch ID hasn't been assigned.

Header VAT Information

ORDENT_HDR_VAT

Select VAT Information in the Header Menu field on the Order Entry Form page.

Override VAT header default values.

See Modifying Header VAT Data.

Ship From

The ship from PeopleSoft Inventory business unit for the estimated shipment.

Document Reference

The document number of a schedule assigned to the estimated shipment. It is an implicit estimated shipments group by field used for counter sale orders.

Freight Charge Method

The method that the system uses to calculate freight charges for the schedules within the estimated shipment.

Ship UOM (ship unit of measure)

The shipping unit of measure for the items in this estimated shipment.

Order Quantity

The total quantity in the ordering unit of measure. This field displays only if the freight rule is defined for freight by order quantity.

Total Volume

The total shipment volume.

Total Weight

The total shipment weight.

Total Value

The total value of the shipment.

Freight Amount

The freight charge on the shipment.

Adjustment Amount

Displays the additional adjustment amount that applies to the total order value. The adjustment amount is derived during weight and volume pricing.

Adjustment Percent

Displays the additional adjustment percent that applies to the total order value. The adjustment percent is derived during weight and volume pricing.

Freight Rule

The rule used to perform the PeopleSoft freight calculation.

Freight Amount

Manually enter freight charges or override the calculated freight charges.

Note. Freight charges can be entered only after you have entered a line for the order.

Update Schedules

Enter changes, then click the button. For single-ship orders, the system updates all the open or pending schedules if the change is allowed in inventory, based on the demand status for the schedule. The system processes required changes to demand as a result of the shipping data change. It reprices the schedules and recalculates scheduled shipment dates and freight charges. For orders that are not required to ship in a single shipment, the system transfers you to the Update Schedules page.

Hold Code

You establish codes on the Hold Codes page.

Active

Clear to take the order off hold. Clearing this check box, instead of deleting the line, enables you to maintain a record of holds that have been associated with the order.

Status Date

Automatically populated by the current date, but you can enter any date. When you change the status of the Active check box, the status date is updated to the changed date.

Last Changed By

Displays the user ID of the person who added, or most recently modified, the hold code. The value of SYS in this field indicates that the hold was modified by a background process.

Reason Code

Select a reason code for the change. Set up reason codes on the Reason Code page.

Use Predefined Standard Note

Select if you want to use a note that has already been set up. If you select this option, select the Note from the available options. The Note Text, Note Type, and the Documents To Print the Note On will display for the standard note.

Note Type

Select from the available options to categorize the note that you are creating. This field is display only for standard notes.

Note Text

Enter the text (up to 254 characters) for the note that you are creating. This field is display only for standard notes.

Documents To Print the Note On

Choose which documents that the notes will print on from the available options: Invoice, Bill of Lading, Order Acknowledgement, Packing List

Note. The note will not print on the Goods Receipt in the counter sale environment.

This field is display only for standard notes.

Key Words

Click the link to enter key words in the group box. You can create a PeopleSoft Order Management report that lists all sales orders with associated notes that contain certain key words that you specify here.

Add

Click the button to select an attachment. A secondary page will appear so you can select a file to upload.

View

Click the button to view an attachment that was previously added.

Attached File

After selecting the file attachment, the file name displays.

Attachment Type

Select how to categorize the attachment from the available options. The types are set up on the Attachment Types page.

Description

The description for the attachment displays.

Source Type

A source designation, which enables you to track, analyze, and report project costs. This field is the highest designation level and can be general or specific.

Category and Subcategory

Optional additional levels that enable you to further break down project costs.

Reference Number

Displays the customer's identifier for the text field.

Text

Contains free-form text associated with the reference number. For example, if customers want to pass on their internal department numbers, they would set up a reference number as an identifier and include text here for the actual number of the internal department.

Note. This information is informational only and is used primarily with Electronic Commerce to pass information associated with the header, line, or schedule. This will flow through the various Electronic Commerce transactions such as 840, 845, 850, 855, 860, 865, 810, and 856.

See Using Sales Order and Quotation Messages.

Available to Promise

ORDENT_SCH_ATP

Select Available to Promise in the Line Menu field on the Order Entry Form page.

Activates a call to PeopleSoft Inventory to calculate available to promise (ATP) orders against future supply.

Select a promise option returned from PeopleSoft Inventory for ATP items, where the entire quantity is not available on the date requested. If the entire quantity requested is available on the date requested, the system promises the item to the sales order schedule without displaying any page information.

The item must be set up as an ATP item.

Note. The system will loop over all of the schedules. If all of the quantity can be promised, the page doesn't appear. If one schedule can promise all of the quantity, use the ATP page. If more then one schedule is used for the demand, use the Sales Order Message page.

Item/Product Availability

ATP_SUMMARY_INV

• Order Management, Quotes and Orders, Review Product Information

• Inventory, Manage Inventory, Review Inventory Balance Info

Check the current quantity and projected future availability for an item or product.

See Checking Item Availability.

Manage Loads

LOAD_CONS_INV

Click the Manage Load button on the Order Lines Ship Options tab on the Order Entry Form page.

View information about the load assigned to the order line.

Combine order lines into a load for shipping on a particular carrier. You can view the actual load weight and volume of the load against the ship via maximum weight and volume capacity.

Note. The load is assigned manually. The load is defined by the PeopleSoft Inventory business unit, carrier, ship type, and possibly the ship date and time. If the load is assigned, fields that define the load are disabled and can't be changed until the load is removed.

Line User Reference

ORDENT_LINE_CDATA

Select User Defined Reference in the Line Menu field on the Order Entry Form page.

Captures information that the customer wants referenced on the order. Data referenced here is informational only.

See Maintaining User Reference Information.

Line Export Detail

ORDENT_LINE_EXPORT

Click the Export Detail button from the Ship To tab in the Order Lines region on the Order Entry Form page.

View or change export shipping information for the ship to customer.

Similar to the Header Export Detail page.

Line Holds/Change Reasons

ORDENT_LINE_RSN

Select Holds / Change Reasons in the Line Menu field on the Order Entry Form page.

Place orders on hold and enter or view the reasons for changes to order lines.

See Entering Header Holds and Change Reasons.

Line VAT Information

ORDENT_LINE_VAT

Select VAT Information in the Line Menu field on the Order Entry Form page.

Override VAT information at the line level.

See Modifying VAT Line Data.

Line Notes/Attachments

ORDENT_LINE_NOTE

Select Notes / Attachments in the Line Menu field on the Order Entry Form page.

You can associate notes or attachments with an order line and have them print on designated documents.

The attachments can be in any application format.

See Maintaining Header Notes and Attachments.

Lot Allocation

ORDENT_RESLOT

Select Lot Allocation in the Line Menu field on the Order Entry Form page.

Use to perform lot allocations for individual lines.

See Using Lot Allocations.

RMA Reference for Sales Order

ORDENT_RMA_REF

Select RMA Reference for this Line in the Line Menu field on the Order Entry Form page.

View return and replacement sales order information.

Shipment Schedules

ORDENT_SCH_ENTRY

Click the Shipment Schedules link on the Order Entry Form page.

Define multiple order line shipments or change default information.

Shipments by Line

ORD_SHIP_LINE_VW

• Select Actual Shipments in the Line Menu field on the Order Entry Form page.

• Manage Sales Activities, Maintain Sales Orders, Inquire, Shipments by Line, Shipments by Line

View detail of shipment information for each product on an order.

Attachments

PROD_ATT

• Products, Identify Product Details, Attachments

• Products, Review Product Information, Attachments

• Order Management, Quotes and Orders, Review Product Information, Attachments

View the multimedia files attached to a product.

Messages

PROD_MSG

• Products, Identify Product Details

• Order Management, Quotes and Orders, Review Product Information, Messages

• Products, Review Product Information, Messages

View messages associated with a product.

Notes

PROD_NOTE

• Products, Identify Product Details, Notes

• Order Management, Quotes and Orders, Review Product Information, Notes

• Products, Review Product Information, Notes

View notes associated with a product.

Product Annotations

PROD_ANNOTE

On the Product tab of the Order Lines region of the Order Entry Form page, click the Product Annotations link after clicking the Related Links button.

View notes, messages, or attachments associated with the product. This link is available only when annotations are present for the product.

Product Information Definition

PROD_DEFN

• Products, Identify Product Details, Definition

• Products, Review Product Information, Definition

View product details, competitor information, and product options.

Product Kit Summary

PRODKIT_SUMMARY

• Products, Identify Product Details, Kit Setup

• Products, Review Product Information, Product Kit

• Order Management, Quotes and Orders, Review Product Information, Product Kits

View the components of a product kit.

Product Alternates

PROD_ALT

• Products, Identify Product Details, Alternates

• Order Management, Quotes and Orders, Review Product Information, Alternates

View which products, if any, can serve as substitutes for a product when it is unavailable.