Changing, Canceling, and Holding Orders

This chapter provides an overview of changing, canceling, or holding orders and discusses how to:

• Set up the demand change configuration.

• Use change order rules.

• Change orders using the Maintain Stock Request component.

• Cancel or hold orders within PeopleSoft Inventory.

Understanding Changing, Canceling, and Holding Orders

The setup and use of PeopleSoft Inventory components to change, cancel, or hold orders, including:

• The Demand Change Configuration feature that defines when and what type of changes are allowed for sales orders from PeopleSoft Order Management.

  This feature enables the implementation team to determine what fields are open for change based on the fulfillment state of the order.

• The Change Orders Rules determine what fields can be changed for all orders except sales orders.

• The Maintain Stock Request component that enables a user to change an order in PeopleSoft Inventory based on the change order rules or the settings in the Demand Change Configuration setup.

• The Cancel/Hold Stock Requests page that enables a user to cancel or hold an order or order line.

  The ability to cancel an order line is restricted by the change order rules or the Demand Change Configuration setup.

Understanding Changing Orders

You can view and update order information at any point in the fulfillment cycle until an order is shipped. Depending on the order status and the order source, you can:

• Update shipping information.

• Change order quantity.

• Modify fulfillment-processing flags.

• Cancel orders or place them on hold to halt fulfillment processing temporarily.

Rules governing the types of changes you can make to an order and the way you implement those changes are determined by:

• Whether the order is a sales order originating in PeopleSoft Order Management.

• The fulfillment status of the stock order: releasable; included on a pick batch ID; or confirmed as picked, shipped, or depleted.

Sales Orders

The Demand Change Configuration feature determines what field changes are allowed by fulfillment state and whether the changes are allowed in Inventory components or Order Management components. If given a choice, changes or holds to sales orders should always originate in PeopleSoft Order Management using the:

• Order Entry Form component in PeopleSoft Order Management for orders with a small number of schedule lines.

• Run Update Schedules process for a large volume of schedule lines.

• PeopleSoft Order Management EDI process.

• Automatic Hold Check process or the Automatic Credit Check process to apply or remove holds to sales orders.

See Also

Setting up the Demand Change Configuration

Material Stock Requests

Until you reserve the request, you can change order data using the Create/Update Stock Request component in PeopleSoft Inventory (except for sales order from PeopleSoft Order Management). You can only add lines or schedules to a material stock request with this component.

Note. Changes to material stock requests originating from PeopleSoft Purchasing do not update the original requisition in PeopleSoft Purchasing.

Promised Orders

You can create sales orders and material stock requests for items that require ATP-reservation processing. The order line quantity for these lines is promised to ship by a scheduled shipment date based on available-to-promise (ATP) calculations of future supply and demand. While most fields for promised order lines are subject to the same rules as other changes for sales orders and material stock requests, quantity changes are handled slightly differently.

For stock requests only, you can increase the requested quantity for an ATP-reserved order line only until the line has been promised. To increase order quantity for promised orders, enter a new order line or schedule. The requested quantity on an ATP-reserved order line can be decreased until the order is shipped. For promised sales orders that have not been associated with a pick batch ID, you can decrease the order lines.

For promised order lines from any source, you can:

• Unpromise quantities for the scheduled ship date, using the Shortage Workbench.

• Partially unpromise quantities if the Partial Qtys Can Ship setting is Yes on the Setup Fulfillment page or the Setup Item Fulfillment page.

  If backorders are not allowed for an order line, partially unpromising an order line effectively decreases the order line’s requested quantity.

Interunit Transfer Orders

After you have saved an interunit transfer order using the Create/Update Stock Request component, you cannot change the destination business unit; however, you can change the location code.

If the destination business unit requires closure-calendar validation for receiving activities, the system validates the order’s scheduled arrival date and time against the calendar. If the date and time are not valid for receiving activities at the destination business unit, a warning message appears when you save the change. You can either ignore the warning or reschedule the shipment date (in which case the system returns the next valid date for receiving activities at the destination business unit).

Packed Orders

Sales orders and material stock requests packed into shipping containers cannot be changed. To change one of these orders, unpack the order in PeopleSoft Inventory. In the Create/Update Stock Request component, packed orders have a status of Confirmed and fields are unavailable for entry.

Items on Orders

For eligible sales order and material stock request lines, you can make item substitutions during picking and record them on the Material Picking Feedback page.

To enable substitutions on a sales order, select the Allow Product Substitutes option on the Sold-To Data page. This setting becomes the default for the sales order in PeopleSoft Order Management. You can change this option until a substitution has been recorded for the corresponding demand line on the Material Picking Feedback page or until the demand line has been shipped. After the demand line has been added to a pick batch ID and before the demand line has been shipped, enter any changes made to the Allow Item Substitutes setting in PeopleSoft Order Management on the Maintain Stock Request page in PeopleSoft Inventory.

For material stock requests created using the Create/Update Stock Request component or the PO sourcing processes, the Allow Item Substitutes setting comes from the Setup Item Fulfillment page or the Setup Fulfillment page. The default Allow Item Substitutes setting on orders created by the Create Par Replenishment Requests process and through planning messages is the disabled setting. You can override the Allow Item Substitutes setting for all material stock requests on the Maintain Stock Request page until the order line has been shipped.

Orders Released to WMS and TMS

If you have activated the warehouse management system (WMS) integration with the PeopleSoft Inventory business unit, then order line data is sent to the WMS when the order is released for picking. When you implement a change to a sales order or material stock request in the PeopleSoft system and that order has already been released to a WMS application, the change is not sent to the WMS. You must enter the change manually in the WMS application to affect fulfillment processing.

If you have activated the transportation management system (TMS) integration with the PeopleSoft Inventory business unit, then order line data is sent to the TMS application to optimize shipments for the orders. When you implement a change to a sales order or material stock request in the PeopleSoft system and that order has already been released to a TMS application, the change is not sent to the TMS. You must enter the change manually in the TMS application to affect fulfillment processing.

See Also

Creating Orders for Fulfillment

Understanding Order Fulfillment Processing

Promising and Reserving Inventory

Maintaining Order Schedule Information

Substituting Items

Understanding Warehouse Management Systems

Setting up the Demand Change Configuration

The Demand Change Configuration feature enables you to configure the fulfillment process and control where and when sales orders from PeopleSoft Order Management can be changed. Change configuration is defined by field. When a user attempts to change a field on an existing sales order in PeopleSoft Order Management or in PeopleSoft Inventory, the system checks the demand change configuration setup to determine if the change is allowed.

The demand change configuration can be:

1. Viewed at the system level using the Demand Change Configuration component.

   This component contains the default configuration values including defaults defined only at the system-level. These defaults are applied to all new inventory business units that you create.

2. Changed at the inventory business unit level using the Setup Fulfillment-Demand Change Configuration page.

   Using this page you can change the system-defined default values for a specific PeopleSoft Inventory business unit.

Important! The Demand Change Configuration component and the Setup Fulfillment-Demand Change Configuration page are important setup for your order processing. Any changes to the initial setup should be done with caution and only by authorized personnel.

The ability to change fields on a sales order is restricted not just by the Demand Change Configuration feature but also by the order's state in the fulfillment process. For example, for orders in the shipped state you cannot change the fields related to reservations and order release since these stages are in the past. The Demand Change Configuration restricts you to the appropriate states.

When changing the system-defined default values on the Setup Fulfillment-Demand Change Configuration page, keep in mind the following rules:

• Changes made to sales orders using the Maintain Stock Request component in PeopleSoft Inventory are not copied to the PeopleSoft Order Management system.

• The system does not allow you to change fields that would cause a re-configuration of a configured item or a configured product kit.

• Changes to the shipping information fields, such as; Ship Method, Carrier ID, Load ID, Ship To Address, Ship To Cust ID, Ship To Name, Location, Route Code, Freight Terms, Intrastat Flag, or Export Flag fields can affect shipping labels, packing slips, bills of lading, routes, and loads. If reports or labels have already been printed using the old address, you must reprint these documents.

  If you override the location, ship to, address sequence number, carrier, ship via, or scheduled ship date prior to picking for a demand line that already has a route assignment, the original assignment is canceled.

• For a sales order, changing the Ship From (inventory business unit), the supply source information, product ID, UOM, kit components, or configuration code causes the demand line to be canceled and a new demand line to be created.

  Therefore, the state used for these fields in the Allow Changes Thru columns of the Demand Change Configuration must be the same state or an earlier state than the state used for the schedule line status (ORD_SCH_STATUS) field. Also, changing the Ship From unit on a sales order line causes a re-validation of the shipping fields that are keyed by setID if the setID for the new inventory business unit is different from the original unit.

  Note. For single ship orders, you cannot change the Ship From inventory business unit.

• Since Loads (LOAD_ID), Routes (ROUTE_CD), Route Stop (ROUTE_STOP_NBR), and scheduled ship date (SCHED_SHIP_DTTM) are based on a carrier (CARRIER_ID) and ship type (SHIP_TYPE_ID), these fields must use the same state in the Allow Changes Thru columns of the Demand Change Configuration.

• The Ship To address (ADDRESS1), Ship To address override level (ADDR_OVRD_LEVEL), Ship To location field (ADDRESS_SEQ_NUM), and Ship To contact (CNTCT_SEQ_SHIP) must use the same state in the Allow Changes Thru columns of the Demand Change Configuration.

  The Ship To address field controls the ability to change the ship to address including customer name, address lines, email, phone, and contacts. Keep in mind that a change to the Ship To address can cause the ship dates to change if the new address is in a different country or state/province.

• The PEG_STATUS and SUP_PEG_STATUS fields must use the same state in the Allow Changes Thru columns of the Demand Change Configuration.

• The scheduled ship date (SCHED_SHIP_DTTM) and scheduled arrival date (SCHED_ARRV_DTTM) fields must use the same state in the Allow Changes Thru columns of the Demand Change Configuration.

Increasing or Decreasing Quantities

Based on your setup, the Demand Change Configuration feature enables you to make the following changes to the requested quantity of a sales order:

• Increasing the quantity requested on a sales order line is only allowed in the unfulfilled state. Once the line is in the releasable state, you cannot increase the order quantity; instead, you can create a new order line for the order.

• If you decrease the quantity requested for a sales order line that has already been reserved, promised, or allocated, the system releases the reservation (de-allocates) for the decreased amount.

  For a sales order line with multiple demand lines, the system removes the reservation or allocation by:

  1. The fulfillment state (IN_FULFILL_STATE) of the demand line starting with the lowest fulfillment state; unfulfilled, then releasable, and so on.

  2. For demand lines with the same fulfillment state, the system removes the reservation or allocation by reservation status (RESERVE_STATUS).

  3. For demand lines with the same fulfillment state and reservation status, the system removes the reservation or allocation by the lot allocation flag (LOT_ALLOC_FLAG).

     Lines with no lot allocation are unreserved or de-allocated first.

  4. For demand lines with the same fulfillment state, reservation status, or lot allocation flag setting, the system removes the reservation or allocation by demand line number (DEMAND_LINE_NO) starting with the highest demand line number.

• If you decrease the quantity requested for a sales order line that has already been lot-allocated, the system releases the lot-allocation for the decreased amount in the following order:

  1. Demand lines that are not lot-allocated are canceled first starting with the lowest fulfillment state (unfulfilled, then releasable, and so on).

  2. Demand lines that are lot-allocated are de-allocated starting with the lowest fulfillment state.

     For multiple demand lines in the same fulfillment state, demand is de-allocated in the reverse order in which it was initially allocated by the system.

Pages Used to Set Up Demand Change Configuration

Defining the System-Level Demand Change Configurations

Access the Demand Change Configuration page.

During inventory fulfillment, any changes to sales orders entered in PeopleSoft Order Management must conform to the Demand Change Configuration parameters. The Demand Change Configuration page enables the user to view the system-level default values. This page is display only except for the Message Number field under the General tab. These settings are overridden by entries on the Setup Fulfillment- Demand Change Configuration page.

OM Flags

IN Flags

General

See Also

Enterprise PeopleTools 8.48 PeopleBook: System and Server Administration,“Using PeopleTools Utilities”

Defining the Business Unit-Level Demand Change Configurations

Access the Setup Fulfillment- Demand Change Configuration page.

During inventory fulfillment, any changes to sales orders entered in PeopleSoft Order Management must conform to the Demand Change Configuration parameters. The Setup Fulfillment- Demand Change Configuration page allow the user to change the system-defined default values to control which fields are restricted and when they are restricted within the inventory business unit.

Configuration tab

Contact Information tab

Using Change Order Rules

The following sections describe change rules for specific fields on the a demand line from any source besides PeopleSoft Order Management.

Shipping Information Fields

Shipping information fields control when an order is shipped, where it is shipped, and how it is transported. These fields also control shipping documentation printing and freight calculation.

Ship Via, Carrier ID, and Load ID

You can change the Ship Via, Carrier ID, and Load ID fields on a material stock request until the order is shipped. For material stock requests associated with a pick batch ID, use the Maintain Stock Request component.

If you change any of these fields for unpicked material stock requests assigned to a route in PeopleSoft Inventory, a message indicates that the order may be automatically reassigned to a new route when the change is saved, depending on the definition of the existing route. If you change the ship via for an interunit transfer, the transfer yield and the interunit arrival date are also recalculated when you save the change.

When you change any of these fields on material stock requests that have been released for picking, a message warns that the route may be unassigned. However, a new route is not automatically reassigned; instead, you must manually reassign a route.

Note. If you change the load ID, you cannot modify the ship via or carrier ID, regardless of order source or fulfillment status.

Route Codes and Stops

If the Inventory business unit uses routes, you can change route and stop data for material stock requests. For material stock requests that have not been associated with a pick batch ID:

• PeopleSoft Inventory validates the route and returns the ship via, carrier, and the scheduled shipment date for the new route.

  If the scheduled ship date for the returned route differs from the original scheduled date, a warning appears and you can accept or decline the new route assignment.

  Note. If you change the route for an order that has been assigned to a load, and the existing ship via and carrier for this load differ from that of the new route, the load is not unassigned. There is no cross-validation between loads or routes.

• You can modify the stop numbers for order lines assigned to a route.

• You can unassign (or clear) route codes; however, the route-related fields such as Ship Via and Scheduled Shipment Date remain unchanged.

For material stock requests that have been associated with a pick batch ID, the route can be overridden, but route-related information (such as schedule shipment date and time, ship via, carrier, load ID, and so forth) is not changed.

Note. If you override the location, ship to, address sequence number, carrier, ship via, or scheduled ship date for a demand line that already has a route assignment, the original assignment is canceled.

Schedule Shipment Date and Time

You can modify the schedule shipment date and time for material stock requests until the order is shipped. If the business unit requires closure-calendar validation for shipping activities, the new scheduled shipment date and time are validated against the calendar. If the scheduled shipment date and time are not valid for shipping activities at the business unit, a warning message appears when you save the change. You can ignore the warning or reschedule the shipment date. If you reschedule, the system calculates and returns the next valid date for shipping operations at the source business unit.

If you change schedule shipment date and time for unpicked material stock requests assigned to a route in PeopleSoft Inventory, a message indicates that the order may be automatically reassigned to a new route when the change is saved, depending on the definition of the existing route. When you change the schedule shipment date and time on material stock request lines that have been released for picking, a message warns that the route may be unassigned. However, a new route is not automatically reassigned; you must do this manually.

You can also modify the shipment date for promised order lines (those that have been ATP-reserved). If you select an earlier shipment date, the system warns you that the date change may drive the ATP quantity balance negative. If you receive a warning that an order change may have driven the ATP balance negative, confirm the ATP balance on the Item/Product Availability page. If the change has driven the ATP balance negative, you will not have enough quantity to fulfill the promised order line. You can unpromise the order or decrease the pick quantity on other order lines using the Picking Adjustments page.

See Also

Establishing Operation Closure Dates

Using Routes and Loads in Fulfillment Processing

Promising and Reserving Inventory

Accounting Information Fields

Account information fields determine how debits and credits for the order line are posted in PeopleSoft General Ledger. You can modify these fields on an order line until the line has been depleted.

You can change the Distribution Type field for material stock requests until the order is depleted. You can override ChartFields for a material stock request until the order is depleted. You cannot override ChartFields for interunit transfers.

See Also

Setting Up the Accounting Rules Structure

Defining and Using ChartFields

Order Processing Fields

Order processing fields determine whether you can:

• Ship partially fulfilled orders.

• Create backorders for unfulfilled quantities.

• Substitute for requested items.

• Ship orders earlier than scheduled.

The following fields are located in several places and default from the system setup, such as the Setup Fulfillment component and the Setup Item Fulfillment component.

Reservation and Backorder Rules

The line-level reservation rule, line reservation-backorder rule, and order-level reservation rule can be changed before the demand line is set to the releasable state. Demand lines in the releasable state no longer use the reservation rules.

The backorder rule is applied to the demand line by reservations processing and then later during the shipping process. The backorder rule can be changed anytime before shipping.

Cancel Backorder Flag

The Cancel Backorder check box on the demand line is used if there is no backorder rule on the line. You can always change the Cancel Backorder setting from No to Yes for material stock requests before shipping. You can change the option from Yes to No only for demand lines in the pending or unfulfilled states. You can also change the Cancel Backorder setting for backorder demand lines (those with a demand line greater than 1). If a backorder associated with the material stock request line exists, a warning message indicates that the backorder line must be canceled manually. You can cancel backorders for both sales orders and material stock requests using the Cancel/Hold Stock Requests page in PeopleSoft Inventory.

Partial Qtys Can Ship Flag

You can always change the Partial Qtys Can Ship setting from No to Yes for material stock requests before shipping. You can change the setting from Yes to No only if backorders do not exist for the order.

Partial Orders Can Ship Flag

The Partial Orders Can Ship setting is an order-header level option; therefore, a change made at the schedule or demand-line level is automatically duplicated for all other lines associated with the order. You can change this setting before the order is in the shipped state.

Allow Item Substitutes Flag

For material stock requests created using the Create/Update Stock Request component or the PO sourcing processes, the default Allow Item Substitutes setting comes from the Setup Item Fulfillment page, if defined, or the Setup Fulfillment page. The default on orders created by the Create Par Replenishment Requests process and through planning messages is the disabled setting. You can override the Allow Item Substitutes setting for all material stock requests on the Maintain Stock Request page until the order line has been shipped.

The Allow Item Substitutes flag is located on the Setup Fulfillment page.

Ship Prior to Sched Date Flag

The Ship Prior to Sched Date (ship prior to schedule date) option, which enables an order to ship before scheduled, is not evaluated until a sales order or material stock request is shipped. Therefore, it can be changed at any time until the order is marked as shipped. Changing the Ship Prior to Sched Date setting from Yes to No only affects the demand lines of the order that have not yet shipped.

Note. The shipment date is not checked by the shipping programs unless the Verify Ship Date check box is selected on the Setup Fulfillment-Shipping page.

See Also

Working with Items

Picking Inventory

Creating Orders for Fulfillment

Order Quantity Fields

Increases or decreases to the originally requested quantity are common types of changes made to demand lines.

Increasing Requested Quantity

For material stock requests, you can increase the requested quantity only if the demand line is not in the releasable state, reserved, promised, or if no backorders exist. After reservation processing, you can increase order quantity by creating a new schedule or demand line for the order.

Note. In some cases, reducing the quantity cancels backorders. Under these circumstances, you cannot increase the quantity after it is reduced even though the demand line is not in the releasable state. If you cancel backorders in response to a quantity reduction, you cannot change the Cancel Backorder setting, the Ship Partial setting, or the lot allocation.

In the Maintain Stock Requests component, changes to the requested quantity must be entered in the existing ordering unit of measure. You cannot change the unit of measure.

Decreasing Requested Quantity

You can reduce the requested quantity on a material stock request by the quantity that has not been shipped. For example, if the requested quantity for an order is 100 each and 40 each have been shipped; you can reduce the order quantity up to 60 each (the portion of the requested quantity that has not been shipped). The order quantity cannot be reduced to less than 40 each.

When you reduce the quantity for material stock requests, all unpicked demand quantity is automatically canceled. If the full requested reduction cannot be satisfied, a warning appears indicating the quantity that was canceled. To account for the remaining portion of the reduction quantity, you can underpick or short ship the order in PeopleSoft Inventory.

Note. Underpicking and short shipping do not change the quantity requested. Before shipping an underpicked or short-shipped line, confirm that a demand line has a backorder rule defined to cancel backorders or the Cancel Backorder check box is Yes so that backorders are not created at shipment. You can change the backorder settings for material stock requests and sales orders associated with a pick batch ID in the Maintain Stock Requests component.

Depending on the amount of the reduction and the backorder settings, when you decrease the quantity for an order, the system determines whether to cancel existing backorders, create canceled backorders, or deallocate existing allocations. You cannot directly reduce backorder quantity; it is decreased only as a result of a quantity decrease for a demand line.

In the Maintain Stock Requests components, you must enter changes to the requested quantity in the existing ordering unit of measure. You cannot change the unit of measure.

Decreasing Requested Quantity for Promised Demand Lines

When you decrease the requested quantity for a demand line that has been fully promised, the promised quantity for the demand line is also decreased. When you decrease the quantity for a demand line that has been partially promised and allows backorders, the unpromised part of the demand line quantity is decreased first on the associated backorder; any remainder of the total decrease quantity is then subtracted from the promised quantity. If backorders are not allowed (by the backorder rule or Cancel Backorder check box is yes) for the partially promised order line, then unpromised quantities do not exist. In this case, the decrease in quantity is added to the backorder quantity and a canceled backorder with this quantity is created. The promised quantity is also decreased as necessary.

For example, suppose the original demand line quantity is 10 each and 7 each were promised. The demand line's backorder rule was set to cancel backorders, so unpromised quantity does not exist. If you decrease the demand line to 8 each, the backorder quantity is set to 2 each and a canceled backorder with requested quantity of 2 each is created, regardless of the definition in the backorder rule. The promised quantity is updated because it is less than the difference between the original order quantity (10 each) and the backordered quantity (2 each). If you decrease the order quantity to 5 each, however, the system also decreases the promised quantity to 5 each because the original promised quantity of 7 each is greater than the difference between the original quantity (10 each) and the backorder quantity. In this case, the backorder quantity of the demand line is set to 5 each and a canceled backorder for 5 each is created.

Order Change Rules by Field Summary

This section summarizes the changes to material stock requests that you can perform, based on the component you are using and the fulfillment state of the demand line.

The table below includes the following column headings:

If an order change is allowed, or if it is not allowed only under certain conditions, the table includes a reference number to a footnote detailing those conditions.

(1) If the demand line has been released for picking but not confirmed as picked, you can implement the decrease in the quantity shipped by underpicking using the Material Picking Feedback component. If the demand line has been confirmed as picked, you can short ship the demand line using the Shipping/Issues component until the demand line is depleted.

(2) To add a demand line to a material stock request, use the Create/Update Stock Request component in PeopleSoft Inventory.

(3) This modification is permitted only if the Ship Partial Order setting is Yes.

(4) This modification is permitted only if the demand line has not been depleted.

(5) You can delete canceled or depleted order and schedule lines from PeopleSoft Inventory tables using purge routines.

See Also

Creating Orders for Fulfillment

Promising and Reserving Inventory

Purging and Archiving Inventory Data

Maintaining Order Header and Line Information

Changing Orders Using the Maintain Stock Request Component

Use the Maintain Stock Request component to access all non-shipped and non-canceled order lines, regardless of where it is in the fulfillment process. This component enables you to view demand lines from all demand sources except WM (work orders from PeopleSoft Maintenance Management). You can view all order lines and modify all unshipped order lines based on change rules and (for sales orders only) your setup in the Demand Change Configuration.

Note. Changes made to a sales order using the Maintain Stock Request component are not updated in PeopleSoft Order Management.

Pages Used to Perform Stock Request Maintenance

Maintaining Stock Requests

Access the Maintain Stock Request page.

To change individual demand lines, use the fields in the Demand Lines for Update group box or on the pages accessed from Go To field in this group box. Save the page.

To change multiple demand lines:

1. Enter your field changes in the Update Fields group box or on the pages accessed from links in this group box.

2. Select the Update check box in the Demand Lines for Update group box for the individual demand lines to be updated.

   You can also use the Select All or Deselect All buttons to select demand lines.

3. Click the Apply to Select button to replace the field values on the selected demand lines with the values entered in the Update Fields group box or on the pages accessed from links in the group box.

4. Save the page.

The following fields appear for each demand line:

See Also

Establishing Operation Closure Dates

Assigning Order Lines to Routes

Updating Shipping Flags at the Header or Demand Line Levels

Access the Update Shipping Flags page (header level) or the Update Shipping Flags (demand-line level):

Export Shipment	Identifies an order line as an export shipment requiring export shipment documentation. Available only for sales orders and intercompany transfers.
Single Ship Flag	Requires that all demand lines associated with the order number ship simultaneously with the same shipping ID. Note. This is an order-header level field. If you change this field for a specific demand line, the change propagates to all other lines associated with the order.
Ship Prior to Sched Date (ship prior to schedule ship date)	Allows an order line to ship before its scheduled ship date. Order lines without this option enabled cannot be shipped using the Shipping/Issues component until the current date is equal to the scheduled shipment date.
Allow Item Substitutes	Enables item substitution for an order line during picking.
Partial Qtys Can Ship(partial quantities can ship)	Enables part of the requested quantity on an order line to ship. When disabled for order lines requiring soft-reservation processing, the Reserve Materials process (IN_FUL_RSV) and the Shortage Workbench do not soft-reserve any quantity for the order line until the full requested quantity can be soft reserved. When this option is disabled for non-soft-reserved order lines, the system issues a warning if you attempt to ship less than the requested quantity using the Shipping/Issues component.
Partial Orders Can Ship	Enables the Shipping/Issues component to ship order lines individually. When this option is disabled for an order, you cannot ship any order line until all lines in the order have been confirmed as picked. In addition, if this option is disabled, all lines for an order that exist in the same shipping ID must ship together. They must all be marked as Shipped or as Include in Ship ID before you can ship any of them. You can, however, ship order lines in the same order if they belong to different shipping IDs. Note. This is an order-header level field. If you change this field for a specific schedule line or demand line, the change is propagated to all other lines associated with the order.
Cancel Backorder	Cancels the automatic backordering of a partially fulfilled demand line. If you do not select this option, a backorder is created automatically if there is insufficient quantity to fulfill the order line. If there is insufficient or no quantity and the partial quantity setting is not selected, the entire line is canceled rather than being backordered.
Frozen Flag	Used by Supply Planning, and can be changed in Inventory or Supply Planning. If it is selected, then Supply Planning will not reschedule or cancel this order. It is a frozen planned order.
Intrastat	Represents interunit transfers between two countries within the European Union and enables the transaction to generate the appropriate intrastat documentation.

Changing ChartFields for Selected Demand Lines

Access the ChartFields Overrides (header level) page.

Enter new ChartFields to apply to the order lines that you selected in the Demand Lines for Update scroll area of the Maintain Stock Request page.

To create or change an interunit expensed issue, enter a PeopleSoft General Ledger business unit in the Override GL (override general ledger) field.

Note. The business unit defaults established on the Inventory Display Options page govern whether this field appears when you enter the page. This field is available only for internal requests, not for interunit transfers, external requests, or sales orders.

If PeopleSoft Project Costing is installed, you can also enter project assignment ChartFields.

The fields you leave blank on this page are not applied to the selected demand lines. To enter blank ChartField values or project values, use the ChartField Overrides page (demand-line level).

See Also

Defining PeopleSoft Inventory Business Unit Display Options

Changing ChartFields for Specific Demand Lines

Access the ChartField Overrides (demand-line level) page.

To create or change an interunit expensed issue, enter a PeopleSoft General Ledger business unit in the Override GL (override general ledger) field.

Note. The business unit defaults established on the Inventory Display Options page govern whether this field appears when you enter to the page.

If PeopleSoft Project Costing is installed, you can enter or view project assignment ChartFields.

See Also

Defining PeopleSoft Inventory Business Unit Display Options

Updating Requested Quantities for Demand Lines

Access the Update Quantity page.

The Quantities group box shows the original quantity of the requested item. Depending on the source and the fulfillment status of the order, you can enter a new requested Quantity for the item on the schedule.

Canceling or Holding Orders Within PeopleSoft Inventory

Using the Cancel/Hold Stock Requests component you can cancel or hold unshipped orders from any source except PeopleSoft Order Management. For sales orders, use the PeopleSoft Order Management system to cancel or hold orders.

When you cancel an order or demand line:

• Any quantity reserved, promised, or allocated to the order is released

• The canceled orders are changed to the fulfillment state of Canceled.

• Canceling a partially shipped schedule leaves the schedule line open, but decreases the quantity on the schedule to the shipped quantity.

• Canceling a lot-allocated schedule automatically removes the allocation from the unshipped demand.

Warning! An order cancellation cannot be reversed. Once canceled in PeopleSoft Inventory, an order line cannot be fulfilled and can be purged from system tables.

A hold temporarily halts fulfillment processing for the order line. Depending on when the hold is applied, it either prevents the order line from being released for picking or stops the order line from shipping until the hold is removed. You can apply or remove holds on all material stock requests using the Cancel/Hold Stock Requests component, except order lines representing an express issue vendor return. You can only cancel these orders.

Canceling or Holding Sales Orders

All changes to sales orders, including cancellations and changes to hold status, should be initiated from PeopleSoft Order Management. When you cancel a sales order or schedule using the Order Entry Form component in PeopleSoft Order Management, all order or schedule lines are automatically canceled, including any backorder lines. If any part of the order or schedule cannot automatically be canceled in PeopleSoft Inventory, the system generates a message indicating that the order must also be canceled in PeopleSoft Inventory. Use the Cancel/Hold Stock Requests page to cancel these sales orders.

When the Allow Shipment option is selected, PeopleSoft Inventory still allows shipment of the order if you do not cancel it using the Cancel/Hold Stock Requests page. When the Put On Hold option is selected, the system automatically puts the order on hold in PeopleSoft Order Management and prevents it from being shipped in PeopleSoft Inventory. You can also prevent the sales order from being confirmed on the Material Picking Feedback page by selecting the Check on Hold option on the Setup Fulfillment page.

Holds for sales order lines can be applied or removed only in PeopleSoft Order Management. You can change the hold status of a sales order in PeopleSoft Order Management until the order is shipped in PeopleSoft Inventory.

Adjusting Financial Sanctions Screening

Use the Cancel/Hold Stock Requests page to review, add, or remove hold codes from the Financial Sanctions Screening function. The hold codes for financial screening must be defined on the Hold Codes page. Hold codes can be automatically applied to MSRs by the Screen For Denied Parties process (SCM_FSS).

See Performing Financial Sanctions Validation.

Canceling or Holding Orders Released to a WMS or TMS

If your PeopleSoft Inventory business unit is integrated with a warehouse management system (WMS) or a transportation management system (TMS), then order lines are sent to the third-party WMS or TMS applications. If you cancel or hold an order in the PeopleSoft system and that order has already been released to a WMS or TMS application, then the change is not sent to the third-party application. You must enter the cancellation or hold manually in the WMS or TMS application.

See Also

Understanding Warehouse Management Systems

Placing Sales Orders on Hold

Pages Used to Cancel or Hold Stock Requests

Canceling and Applying Holds for Material Stock Requests

Access the Cancel/Hold Stock Requests page.

Select All and Deselect All	In the Cancel group box, click these buttons to mark all orders (except those on hold) as canceled. In the Hold group box, click these buttons to mark all orders (except those marked for cancellation) as on hold. In the Update Req group box, click these buttons to indicate that all quantities from all orders sourced from a purchase requisition in PeopleSoft Purchasing should be used to update the corresponding open requisitions when the lines are canceled.
Details	Click this link to perform cancellations or change the hold status for specific demand lines associated with an order.
Cancel	Marks the order for cancellation. You must save the page to implement the cancellation. After saving, all demand lines associated with the orders marked for cancellation with a fulfillment status of Canceled. Any quantity reserved or allocated to the associated demand lines is released. Note. If you are canceling an order that includes a kit on one of its order lines, you must cancel each of the components in the kit individually. Use the Stock Requests Inquiry page to view the status of each of the components. You can cancel any components of the kit that have not yet been picked, that have been picked, or that are not yet shipped. If the component has shipped, it cannot be canceled.
Hold	Places the order on hold, preventing unshipped demand lines associated with the order from being picked or shipped. You can also enter a Hold Code. To remove a hold on an order, clear the check box. You cannot apply or remove holds for order lines representing express issue vendor returns or sales orders from PeopleSoft Order Management.
Update Req	Updates quantities on an open requisition when you are canceling orders or demand lines sourced from PeopleSoft Purchasing. This option is available only if PeopleSoft Purchasing is installed.
Hold Code	Enter a code to describe why the line is being held. Hold codes are established on the Hold Codes page

See Also

Creating Online Orders Using Express Issue in PeopleSoft Inventory

Placing Sales Orders on Hold

Using Purchase Order Sourcing

Canceling and Holding Specific Demand Lines

Access the Order Details page.

Unshipped demand lines and shipped return-to-vendor demand lines associated with the order appear in the scroll area. Depending on the order source, you can select one of the following options for each demand line:

See Also

Creating Online Orders Using Express Issue in PeopleSoft Inventory

Placing Sales Orders on Hold

Using Purchase Order Sourcing