PeopleSoft Order Management Business Processes
This chapter provides an overview of PeopleSoft Order Management business processes and discusses:
PeopleSoft Order Management integrations.
PeopleSoft Order Management implementation.
PeopleSoft Order Management Business Processes
The PeopleSoft Order Management provides these business processes:
Sales orders (regular and counter sales)
Quotations
Buying agreements
Claimback contracts
Returned material authorizations
Rebate and penalties
Direct shipments from vendors
Order tracking
Price and availability
We discuss these business processes in the business process chapters in this PeopleBook.
PeopleSoft Order Management Integrations
PeopleSoft Promotions Management integrates with the these PeopleSoft applications and third-party applications:
PeopleSoft Enterprise Pricer
PeopleSoft Promotions Management
PeopleSoft Costing
PeopleSoft Supply Planning
PeopleSoft Product Configurator
PeopleSoft Inventory
PeopleSoft Billing
PeopleSoft Manufacturing
PeopleSoft Purchasing and PeopleSoft Payables
PeopleSoft Receivables
PeopleSoft Contracts
PeopleSoft Project Costing
PeopleSoft General Ledger
PeopleSoft Treasury
PeopleSoft Analytics Warehouse
PeopleSoft Collaborative Selling Self-Service
Third-Party Applications
We cover integration considerations in the implementation chapters in this PeopleBook.
Supplemental information about third-party application integrations is located on the My Oracle Support website.
Complex pricing functionality such as price rules, price lists, and arbitration plans are created in PeopleSoft Enterprise Pricer. The pricing information defines the pricing adjustments that are applied to an order during sales order entry. PeopleSoft Enterprise Pricer also enables you to test the pricing criteria by using a simulator.
PeopleSoft Promotions Management
The price adjustments for promotions are either taken on the sales order at the time when the order is taken, or the promotion is assigned to the sales order through pricing and the adjustments are accrued and paid at a later date. Promotions can be tracked on the sales order at either the line or the schedule level. You can access the promotion information from the price adjustment page on the sales order. You can also manually assign a promotion to an order line.
PeopleSoft Order Management displays unit cost information using the various costing methods that Cost Management supports.
PeopleSoft Supply Planning uses PeopleSoft Order Management to determine how much demand to forecast. The information is used to plan production, process the production plan, and establish options for demand.
PeopleSoft Product Configurator
PeopleSoft Product Configurator enables you to configure items from lists of available options or features. It also enables the system to dynamically bundle products when kits of components from a list of choices are assembled. It can also be used as a product advisor or product selector. In that case, the system prompts the user with a series of questions and, based on the answers, it presents a list of matching items from which to choose.
PeopleSoft Order Management passes demand information to PeopleSoft Inventory and displays quantity available information. PeopleSoft Order Management processes the shipment of non-inventory (nonstock) items and passes shipping information to the inventory shipping history tables. Shipments of stocked items are processed in PeopleSoft Inventory. Order Management retrieves the inventory shipping information that appears on reports. In addition to handling fulfilment processing, integration with PeopleSoft Inventory offers:
Soft allocation for critical orders, lot selection, and ATP processing.
MSRs (interunit transfers) can be created in real-time to move goods from one warehouse to another from within the sales order.
Load management.
Deliveries and freight calculation at order entry time or at shipping time in both PeopleSoft Order Management and Inventory.
Automatic creation of replacement sales orders upon receipt of returned material.
Sophisticated order change processing to ensure that changes to orders are made in a timely manner.
VMI orders are staged in the Electronic Commerce staging tables for validation processing and loading into the order tables. Order completion runs to complete the order before you can view the order in PeopleSoft Order Management.
By using direct invoicing, you can meet the needs of customers that require time-sensitive invoicing based on shipment ID. Traditional cycle billing is also available. Since you can change the invoicing option by order as well as by customer, you can match variations in the customer's billing requirements. PeopleSoft Billing also enables you to:
Group sales activity and invoice by buying agreement, PO number, sales order, or shipment ID.
Trigger automatic credit memo creation for returned material.
Bill customers based on shipments or orders.
Indicate whether freight is billed to the customer.
You can peg existing production ids to the sales order. When goods are received into the warehouse and putaway has been completed, your order is reserved with the incoming supply.
PeopleSoft Purchasing and PeopleSoft Payables
Purchase orders can be created in real-time from the sales order. You can also peg existing supply from purchase orders and requisitions to your sales order. When the goods are received and putaway has been completed, your order is reserved with the incoming supply. PeopleSoft Purchasing also handles shipments for those products that you routinely ship to customers directly from another vendor.
When PeopleSoft Payables receives the vendor's invoice, Order Management is able to invoice the customer for the goods that are received. You can select to control the billing of direct shipped items by using the matching feature in the Mark Lines for Billing Process. PeopleSoft Order Management is integrated to Payables to process claimback claims.
You can easily determine if a customer's order matches their current credit position with the company by assessing the credit information that is maintained in PeopleSoft Receivables. You can elect to check credit at order entry or at a later date with a background credit process. PeopleSoft Order Management is integrated to Receivables to process claimback claims.
Orders from PeopleSoft Contracts are staged in the Electronic Commerce staging tables for validation processing and loading into the order tables. Order completion runs to complete the order before you can view the order in PeopleSoft Order Management. PeopleSoft Contracts handles billing, pricing, VAT, and taxes for the orders. PeopleSoft Order Management and Contracts share the product definition component.
Project-related information can be tied directly to a sales order or a sales order schedule. Enter the projects business unit, source type, category, and subcategory.
No direct integration exists between PeopleSoft Order Management and General Ledger except for the Claimback functionality. Incurred Revenue transactions are created in Order Management and then those transactions are passed to General Ledger to create Journal Entries. PeopleSoft Inventory passes the cost details to PeopleSoft Billing and PeopleSoft Receivables, and from there the revenue is passed to General Ledger.
You can view the treasury export letter of credit from the sales order. You can assign the export letter of credit to the sales order in the order header bill-to information. You must first define the letter of credit in PeopleSoft Treasury.
PeopleSoft Analytics Warehouse
PeopleSoft EPM is providing a number of sales order analytics so that you can perform various sales, shipment, and revenue queries on the EPM data warehouse. The source of the data is from PeopleSoft Order Management.
PeopleSoft Collaborative Selling Self-Service
PeopleSoft Collaborative Selling and Order Management are integrated in a number of ways. PeopleSoft Order Management shares carrier, customer, customer group, contact, product, product group, pricing, and availability information with CRM. CRM Order Capture also sends Order Management its sales orders (new and changed) to process through the fulfillment process. The following are the integration points with PeopleSoft CRM:
CRM Request for Quotation
CRM Sales Order
CRM Sales Order Change
Sales Order Acknowledgement
Sales Order Change Notice
Sales Order/Quote Status
PeopleSoft Order Management uses a number of third-party applications to compliment the business processes:
Taxware and Vertex are used for domestic sales tax processing.
CyberSource handles credit card processing.
Other third-party credit card applications can also be used to handle credit card processing.
Third-Party Freight Applications
PeopleSoft Order Management uses these Enterprise Integration Points (EIPs) to process sales order data:
Request for quotation
Sales order
Sales order acknowledgement
Sales order change
Sales order change notice
Sales order/quote status
Sales quote notice
Additional EIPs that are used by PeopleSoft Order Management for customers, contacts, products, and pricing are discussed in other PeopleBooks.
See Adding General Customer Information.
See Setting Up Standard Notes.
See Setting Up Contacts.
See Working with Product Load EIPs.
See Using Pricing Data Enterprise Integration Points.
PeopleSoft Order Management Implementation
PeopleSoft Setup Manager enables you to review a list of setup tasks for the organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.
PeopleSoft Order Management also provides component interfaces to help you load data from the existing system into PeopleSoft Order Management tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.
This table lists all of the components that have component interfaces:
|
Component |
Component Interface |
Reference |
|
Competitor Codes |
COMPETITOR_CD_CI |
|
|
Team Member |
MEMBER_COMM_CI |
|
|
Member Quotas |
MEMBER_QUOTAS_CI |
|
|
Classification Setup |
PM_CLASSIFICATE_CI |
|
|
PM Territory Set Up |
PM_TERRITORY_CI |
Additional component interfaces that are used by PeopleSoft Order Management for common definitions, customers, contacts, and products are discussed in other PeopleBooks.
PeopleSoft Events and Notifications Framework
As your organization processes the continuous stream of transactions within your PeopleSoft system, the events and notifications framework enables you to monitor the transaction flow and alert your organization to any errors, changes, and stalled transactions. The messages generated by the events and notifications framework can notify you of the problem, give you a detailed description of the issue, and provide a link to the PeopleSoft page where you can resolve it. One of the ways to use the events and notifications framework is to create PeopleSoft Queries on one or more PeopleSoft tables, add the alert using the Alert Setup component, and then complete the alert setup steps. This method enables you to monitor data within a PeopleSoft table; for example, searching for stalled transactions, instead of looking at the results of a PeopleSoft process. When the Alerts process (EOEN_ALERT) is run, the PeopleSoft table is queried and the alert messages can be generated. These messages can be routed to the appropriate person (PeopleSoft user or non-PeopleSoft user) using an email, a PeopleSoft worklist entry, an XML message, or the PeopleSoft Notification Dashboard.
For the PeopleSoft Order Management application, sample data includes the following PeopleSoft queries that have been setup to work with the events and notifications framework. These queries may require minor modifications to work in your environment. You can also copy and alter these queries to create new alert messages.
|
Query |
Process Name |
Process Category |
Description |
|
OM_EDI_STUCK |
OM_ALERTS |
OM_EDI_UNPROCESS |
Generates alert messages for incoming EDI transactions that have not been processed. These transactions include incoming sales orders, request for quotes, and changes to sales orders. |
|
OM_PASTSHIP_ORD |
OM_ALERTS |
OM_PASTSHIP_ORD |
Generates alert messages for sales orders with a status of Open or Pending that are past due. |
|
RMA_REQUIRE_APPROVAL |
OM_ALERTS |
RMA_REQUIRE_APPROVAL |
Generates alert messages for return material authorizations (RMAs) with a Pending status that have not been approved and are over a use-defined specified amount. Note. The specified amount is delivered as 1.00 USD but should be changed by modifying the query. For your organization, determine what the line item amount should be and adjust the threshold in the query accordingly. |
Other Sources of Information
In the planning phase of the implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface of the PeopleSoft Application Fundamentals for Financials, Enterprise Service Automation, and Supply Chain Management PeopleBook, with information about where to find the most current version of each.
See Also
Enterprise PeopleTools PeopleBook: PeopleSoft Setup Manager
Enterprise PeopleTools PeopleBook: PeopleSoft Component Interfaces