Processing Sales Orders

This section provides an overview of order entry required processing and discusses how to:

Run order completion/repricing.
Run close order.

Understanding Order Entry Required Processing

Depending on the method that you use to enter sales orders in PeopleSoft Order Management, you must run different background processes to complete the transactions and to pass order information to PeopleSoft Inventory and PeopleSoft Billing. The table lists the required processes for each method of order entry:

Background Processes Required	Order Entry Form	EDI/XML	Buying Agreement Releases	Replacement Orders Created from RMAs
Electronic Commerce (OM_EC).*		Required.
Create Sales Orders (OMCNTRCT).			Required. (Only if you create sales orders in batch, otherwise it can be done online, and then only Order Completion needs to be run.)
Order Completion/Repricing (OM_BACKGRND).*		Required.	Required.	Required.
Request Price Check (OM_AUDIT).		Required. (Only if receiving customer prices through EDI.)
Hold Checking (OM_HOLD).*	Required. (Only for background hold processing.)	Required. (Only for online or background hold processing.)	Required. (Only for online or background hold processing.)	Required. (Only for online or background hold processing.)
Credit Checking - Customers and Source Codes (OM_CREDIT).*	Required. (Only for background credit processing.)	Required. (Only for online or background credit processing.)	Required. (Only for online or background credit processing.)	Required. (Only for online or background credit processing.)
Populate Demand (OM_DEMAND).*	Required. (Only if orders that are on hold are not sent to Inventory.)	Required.	Required.	Required.
Populate Billing (OM_BILL).	Required. (Only if interfaced to PeopleSoft Billing.)	Required. (Only if interfaced to PeopleSoft Billing.)	Required. (Only if interfaced to PeopleSoft Billing.)	Required. (Only if interfaced to PeopleSoft Billing.)
Mark Lines for Billing (OMMARKLN).	Required. (Only if using nonstock and direct-shipped products.)	Required. (Only if using nonstock and direct-shipped products.)	Required. (Only if using nonstock and direct-shipped products.)	Required. (Only if using nonstock and direct-shipped products.)
Load Credit Card Interface (OM_CRCARD).	Required. (Only for credit card processing and credit card authorizations are not performed online.)	Required. (Only for credit card processing.)	Required. (Only for credit card processing.)	Required. (Only for credit card processing.)
Credit Card Processing (OM_CRC000).	Required. (Only for credit card processing and credit card authorizations are not performed online.)	Required. (Only for credit card processing.)	Required (Only for credit card processing.)	Required (Only for credit card processing.)
Tax Applicability (OM_EXS_APPL)	Required (Only for processing Indian taxes.)

*When processing large volumes of orders through to PeopleSoft Inventory, you can stream the various batch processes together by selecting from the post process options on the run control page. All data selected as part of the process will be evaluated in subsequent processing.

The application engine processes take advantage of features including parallel processing and set processing that utilize temporary tables to reduce risk by date contention and deadlocks. To take full advantage of this, set up your runs to partition data. For example, for a Order Management Business Unit, you can process all orders coming from a specific source.

See Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Application Engine

This section provides details for these processes:

Order Completion/Repricing
Order Close

Running Order Completion/Repricing

The Order Completion/Repricing process (OM_BACKGRND) completes processing for orders that are entered by these methods and enables you to access the orders from the Order Entry Form component:

EDI/XML messages.
Buying agreement releases.
Replacement orders that are created from RMAs.

The Order Completion/Repricing process:

Adds the default order schedule based on information at the order line level.
Applies the buying agreement, sold to customer, ship to customer, bill to customer, and order group defaults to the header, lines, and schedules.
Performs order pricing and tax defaults and calculations.
Processes estimated shipments, freight calculation (internal and external), and weight and volume pricing.

The Order Completion/Repricing process is made up of these programs:

OM_BACKGRND	Calls all of the sub application engine programs to perform the processing.
OM_PRICER & OM_GIVEAWAY	Perform pricing or repricing.
OM_BACKGRND3	Performs tax calculations.
OM_LOAD_PRC	Performs weight and volume pricing.
OM_CALC_FRT	Performs internal freight calculations.
OM_CLC_EXTFR	Performs external freight calculations.

Pages Used to Run Order Completion/Repricing

Page Name	Object Name	Navigation	Usage
Order Completion	RUN_OM_BACKGRND	Order Management, Quotes and Orders, Process Orders, Order Completion	Process orders that are entered by EDI/XML, Buying Agreement Releases, and replacement orders that are created by RMAs. The process also updates the pricing for all open sales order lines and schedules that are not price protected, that is, the Price Protected option is cleared. The process recalculates prices based on changes that are made to orders and changes or additions to price rules.
Order Repricing	RUN_OM_REPRICE	Order Management, Quotes and Orders, Update Price, Reprice Order	Updates the pricing for all open sales order lines and schedules that are not price protected, that is, the Price Protected option is cleared. The process recalculates prices based on changes that are made to orders and changes or additions to price rules.

Running Close Order

The Close Orders process (OM_CLOSE) checks the status of orders, lines, and schedules, and closes them when appropriate. Orders cannot be closed online.

Closing Order Headers

The Close Orders process updates the order header status to close) when the order header is not already closed or canceled and one of the conditions exists:

All lines for the order are either closed or canceled.
The backorder for the order is canceled because the cancel backorder option is yes.

Closing Order Lines

The Close Orders process updates the order line status to closed when the order line is not already closed or canceled and one of the conditions exists:

All schedules for the line are either closed or canceled.
The line for the backorder is canceled because the cancel backorder option is yes.

Closing Order Schedules

The Close Orders process updates the order schedule status to closed when the order schedule is not already closed or canceled, and one of the conditions exists:

The schedule is completely shipped: quantity scheduled minus quantity shipped is zero.
The backorder for the schedule is canceled because the cancel backorder option is yes.

Pages Used to Run Close Orders

Page Name	Object Name	Navigation	Usage
Close Orders	RUN_OM_CLOSE	Order Management, Quotes and Orders, Process Orders, Close Order	Checks the status of orders, lines, and schedules and closes them when appropriate. Note: OM_CLOSE should be run regularly for best system performance. Note. Important! As a safeguard to ensure that you are making changes to the correct tables, do investigation using a SQL tool before making any modifications. The lists of tables accessed and updated that PeopleSoft provides are overviews and may not be comprehensive.

Page Name

Object Name

Navigation

Usage

Close Orders

RUN_OM_CLOSE

Order Management, Quotes and Orders, Process Orders, Close Order

Checks the status of orders, lines, and schedules and closes them when appropriate.

Note: OM_CLOSE should be run regularly for best system performance.

Note.

Important! As a safeguard to ensure that you are making changes to the correct tables, do investigation using a SQL tool before making any modifications. The lists of tables accessed and updated that PeopleSoft provides are overviews and may not be comprehensive.