Maintaining Order Schedule Information

This chapter provides an overview of order schedule information and discusses how to:

Maintain order schedule information.
Maintain additional order schedule information.

Understanding Order Schedule Information

At the schedule level, you break down the order quantity into one or more shipments. An order can include multiple lines, and each line can have multiple schedules. It isn't necessary to enter any information at the shipment schedule level unless you create multiple schedules for an order line. Most of the fields default from the line and are described in the Maintaining Order Header and Line Information.

Maintaining Order Schedule Information

This section describes how to:

Enter shipment schedule information.
Modify pricing information for the order schedule.

Pages Used to Maintain Order Schedules

Page Name	Object Name	Navigation	Usage
Shipment Schedules	ORDENT_SCH_ENTRY	Click the Shipment Schedules on the Order Entry Form page.	Define multiple order line shipments or change default information.
Schedule Export Detail	ORDENT_SCH_EXPORT	Click the Export Detail button on the Ship To tab on the Shipment Schedules page.	View or change export shipping information for the ship to customer. The fields that are on this page are the same as those on the Header Export Detail page.
Export License Detail	ORDENT_EXP_LIC	Click the Export License Detail link on the Schedule Export Detail page.	View export license information for a ship to customer. The fields on this page are the same as those that are on the Header - Export License Detail page.
Import License Detail	ORDENT_IMP_LIC	Click the Import License Detail link on the Schedule Export Detail page.	View export license information for a ship-to customer. The fields on this page are the same as those on the Header - Import License Detail page.
Schedule Pricing Data	ORDENT_SCH_PRICE	Select the Pricing Data link on the Shipment Schedules page.	Enter pricing information for the schedule. Also enter manual adjustments. Many of the fields are the same as the fields on the Line Pricing Data page.

Entering Shipment Schedule Information

Access the Shipment Schedules page.

Common Information

Order Total	The value and its corresponding currency code appear by default from the Order Entry Form page.
Schedule	The number that is in this field increases by the increment value that you define on the Order Management Definition - Order Management Setup page.

Shipments Tab

Select the Shipments tab.

Hold	If the schedule is on hold, S appears in the field. If the line is on hold, LINE HOLD appears at the top of the page.
Status	Indicates the status. See Common Elements Used in This Section.
Ship From	The ship from warehouse (inventory business unit) appears by default from the line, and you can edit it here. If you change the ship to customer for the schedule, the ship from warehouse appears by default from that customer's distribution network (if one is assigned). The Ship From field does not appear for direct-shipped products, services, or product kits. For counter sales, the ship from warehouse (inventory business unit) defaults from the selection made when you enter the component.
Quantity Scheduled	Appears by default from the line. You can change this to create multiple schedules for the order line quantity. Note. The sum of the quantity on the schedule or schedules cannot exceed the quantity on the order line. However, you can schedule less than the quantity that is on the order line if the customer is not sure of the delivery schedule for the order.
Quantity Reserved	Appears if the demand is reserved in PeopleSoft Inventory or if you select the Reserve Order or Reserve Line link from the Order Entry Form at the header or line level. You can only reserve from the header or line level.
Ship Date	The latest ship date for this schedule.
Ship Time	The latest ship time for this schedule.

Fulfillment Data Tab

Select the Fulfillment Data tab.

Ship EIP Control ID

If the schedule was completed in the counter sale environment, the system send a Request to Ship transaction (Transaction code 0366) to PeopleSoft Inventory. This is the EIP control ID of the shipment transaction. It is informational only and can be used to track down any issues in Inventory. These transactions are maintained and processed in SCM Integrations menu.

Ship To Tab

Select the Ship To tab.

Click the View Related Links button to access additional options for a ship to customer:

View Ship To Customer Address.
Override Ship To Address.
Ship To Address Annotations.

Location

The field displays the default location number from the line; you can edit this field.

Ship To Taxes Tab

Select the Ship To Taxes tab.

These fields are the same as on the line.

Price / Ship By Tab

Select the Price / Ship By tab.

Net Unit Price	If you change this price, you must select a Price Adjustment Reason when prompted.
Estimated Shipment ID	The Id displays if the business unit is using estimated shipments.
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. If the schedule was completed in counter sale, the document reference number is the Goods Receipt document reference number that the schedule appeared on.

Requested Dates/Scheduled Dates Tabs

Select a tab.

Frozen Flag

Indicates in PeopleSoft Supply Planning whether a schedule should be prevented from rescheduling if no supplies are available.

Ship Options 1

Select the Options 1 tab.

The fields are the same as on the line.

Ship Options 2 Tab

Select the Options 2 tab.

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 schedule 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 schedule information.

The Route Stop Number appears for the route.

See Routes.

Special Handling

Select this option for direct ship schedules that require special attention to the freight terms, carrier ID, and ship via information. When PeopleSoft Purchasing processes direct ship order schedules and you select this check box, the freight terms, carrier ID, and ship via information appear on the requisition and purchase order.

Claimback/Supply Source Tab

Select the Claimback/Supply Source Tab.

See Viewing Alternate Sources of Supply.

Original Schedule Data Tab

Select the Original Schedule Data tab.

The original date displays for the schedule.

Backorder/Reservation Rules Tab

Select the Backorder/Reservation Rules tab. The fields are the same as on the line.

Tax Tab

Select the Tax tab.

You can enter and override the defaults. The fields are passed to PeopleSoft Billing for tax calculations.

Ship From Location	Enter the ship-from location for the schedule line. If you do not provide a value, the third-party tax vendor uses the ship-to address as the ship-from address.
Order Acceptance	The place of business where you accepted a purchaser's offer to buy or the place where you became contractually obligated to make the sale. This value defaults from the order acceptance location that is associated with the Order Management business unit. Third-party tax vendors use this field to determine tax jurisdiction. If you have not provided an order acceptance address, the third-party tax vendor assumes the address is the same as the Ship From address.
Order Origin	The place of business where you receive a purchaser's offer to buy. The value appears automatically from the order origin location that is associated with the PeopleSoft Order Management business unit. This field is used only by Taxware for jurisdiction determination. If you have not provided an order origin address, the third-party tax vendor uses the order acceptance address as the order origin address.
Store Location	The system passes this value to Vertex as the store code, or to Taxware Sales and Use Tax as the business location code
Title Passage	Select the point of title passage. Select Sell Origin, Buyer Dest (destination), or Consignee. The system passes this value to Taxware Sales and Use Tax for jurisdiction determination.
Tax Group	The system passes this value to Vertex as the product category or to Taxware as the product code. You can set a default value from the charge code ID.
Transaction Type	Select None, Lease, Purchase, Return, Rental, Sale, or Service. You can set a default value from the charge code ID. The system passes this value to the third-party tax vendor for tax calculation.
Transaction Sub Type	Select from the valid transaction subtypes. You can set a default value from the charge code ID. This value is passed to Vertex Q Series only.
Exempt Reason Code	Enter Taxware reason codes to indicate why taxes are exempt for the line. You must add translate values into the field TAX_EXEMPT_RC to use them online.
Job Number	The system passes this value to Taxware Sales and Use Tax to determine tax exceptions only.
Error Description	Displays the third-party tax vendor error code and its description if you are using a third-party tax vendor and a tax calculation error occurs.
Tax Customer Group	Enter the Vertex customer group code.
Tax User Area	The system passes this value to Vertex Q Series for reference purposes only.
Tax Customer ID	Enter the customer to pass to the third-party tax vendor for exemption processing. If you leave this field blank, the system sends the ship-to customer to the third-party tax vendor.
Tax Date	The tax date is the date on which tax should be calculated. When using Vertex, document and tax date will generally be the same. However, for an invoice whose lines have different ship dates, the system uses the ship date as the tax date. When you leave the tax date, it defaults from the document date.
Service Performance Location	The address information for the ship-to-location used as the service performed location.
Division for Tax Vendors	Identifies a division within an organization. Defaults from the Order Management business unit.
Department for Tax Vendors	Identifies a department within an organization. Defaults from the Order Management business unit.

Modifying Pricing Information for the Order Schedule

Access the Schedule Pricing Data page.

Note. The fields on this page are identical to the fields on the Line Pricing Data page except for additional fields in the Miscellaneous section.

See Modifying Pricing Information.

Miscellaneous

Buying Agreement ID	Buying agreement ID that is defined on the order line.
Buying Agreement Line	Buying agreement line number that is defined on the order line.
Projects Distribution Status	Select a distribution status to determine whether the order is picked up by PeopleSoft Project Costing. PeopleSoft Project Costing picks up all schedules with a status of None and then changes the status to D (generated). Any time that you change the schedule after the status is set toD (generated) , the status is reset to Modified so that PeopleSoft Project Costing evaluates the change for its processing. If you do not want PeopleSoft Project Costing to consider this schedule, select Ignore as the PC Status.
Distribution Type	Determines which cost of goods sold account is debited when a shipment is made in PeopleSoft Inventory against a sales order. PeopleSoft Inventory handles the distribution type for stocked items at the time of shipment. For non-stock products, you can optionally select a value in the field.
Tax Customer Group	Used to pass tax exceptions to Vertex. For example, if a customer is charged different tax rates for the same product depending on its use, you can set up exceptions in Vertex, defining different taxing policies for the same product. The schedule value appears by default from the line.
Tax Exempt	Select this check box if this schedule is tax exempt.
Exemption Certificate	If the schedule is tax exempt, enter the exemption certificate ID here.

Maintaining Additional Order Schedule Information

This section provides information about entering or modifying additional information for the options that are available under the Schedule Menu section of the Shipment Schedules page.

Enter required and commonly used order schedule information on the Shipment Schedules page.

This section discusses how to modify general ledger account distributions.

Pages Used to Maintain Additional Order Schedules Information

Page Name	Object Name	Navigation	Usage
Item/Product Availability	ATP_SUMMARY_INV	Select Item/Product Availability in the …Schedule Menu field on the Shipment Schedules page.	Check the current quantity and projected future availability for an item or product . See Checking Item Availability.
Available to Promise	ORDENT_SCH_ATP	Select Available to Promise in the …Schedule Menu field on the Shipment Schedules page.	Activates a call to PeopleSoft Inventory to calculate available to promise orders against future supply. The Available To Promise page appears if the entire quantity is available to promise.
Carrier Information	ORDENT_CARRIER_VW	Click the Carrier Detail button from various pages that are in the schedule.	View carrier information. View this page from the header, line, or schedule.
Schedule Commissions	ORDENT_SCH_COMM1	Select Commissions from the …Schedule Menu field on the Shipment Schedules page.	View or modify commission information at the schedule level. See Calculating Commissions at the Schedule Level.
Copy Schedule	ORDENT_SCH_COPY	Select Copy Schedule from the …Schedule Menu on the Shipment Schedules page.	Copy one or more schedules of the order line. See Copying Sales Order Information.
Currency Data	ORDENT_HDR_CURR	Select Currency Detail from the …Schedule Menu on the Shipment Schedules page.	View currency and exchange rate information for the order. You can have only one currency per order. You can change the currency for the order until lines are added to the order.
Distribution Accounts	ORDENT_SCH_DISTRIB	Select Distribution Accounts from the …Schedule Menu on the Shipment Schedules page.	Modify general ledger account distribution for the shipment schedule.
Manage Loads	LOAD_CONS_INV	Select Manage Load from the …Schedule Menu on the Shipment Schedules page. Control Inventory, Fulfill Stock Orders, Use2, Manage Loads, Manage Loads	View load information. Combine order lines into a load for shipping on a particular carrier. View the actual load weight and volume of the load against the ship via maximum weight and volume capacity.
Projects Defaults	ORD_SCH_PROJ	Select Project Information from the …Schedule Menu on the Shipment Schedules page.	Enter or view PeopleSoft Project Costing information for the schedule. The fields that are on this page are the same as those on the Header Project Defaults page.
Schedule User Reference	ORDENT_SCH_CDATA	Select User Defined Reference from the …Schedule Menu on the Shipment Schedules page.	Captures information that the customer wants to be referenced on the order. Data that is referenced here is informational only.
Schedule Vat Information	ORDENT_SCH_VAT	Select VAT Information (value-added tax information) from the Schedule Menu on the Shipment Schedules page.	Enter or override VAT default values for the schedule.
Schedule Notes/Attachments	ORDENT_SCH_NOTE	Select Notes / Attachments from the …Schedule Menu on the Shipment Schedules page.	Associate notes or attachments with a sales order schedule and print them on designated documents. For example, you can attach a Word document or an Excel spreadsheet to an order.
Schedule Holds/Change Reasons	ORDENT_SCH_RSN	Select Holds / Change Reasons from the …Schedule Menu on the Shipment Schedules page.	Enter and view holds and reasons for holds to order schedules.

Modifying General Ledger Account Distributions

Access the Distribution Accounts page.

Note. If the Order Management business unit is set up to pass discounts and surcharges to PeopleSoft Billing and the distribution IDs do not come from the price rules, you can view and modify the order schedule distribution IDs. If you want to view distribution IDs that come from price rules, you must open each price rule that is attached to the schedule. If the business unit is not set up to pass discounts and surcharges to PeopleSoft Billing, you cannot view or change the distribution IDs at the schedule level, whatever their source.

Revenue Code, Discount Code, Surcharge Code

Add or change these distribution codes. If you enter more than one value for a code, use the associated distribution percent fields to enter the percentages. The revenue distribution percent for each separate type of code must equal 100 percent.