PeopleSoft Enterprise Order Management 9.1 PeopleBook

Working with Large Orders and Quotes

This chapter provides an overview of managing large orders and quotes and discusses how to:

Copy large orders.
Update schedules for large orders.

Understanding Large Order Processing

The functionality in this chapter helps you improve the performance for processing large orders. The system and environment configurations affect the processing of large orders and determine what is considered a large order for processing purposes.

PeopleSoft Order Management uses chunking to maximize performance for orders that have a large number of lines or schedules. Chunking controls the amount of order information that appears in the order entry form and is set up on the Installation Options Order Management page. When setting up chunking, you select the maximum number of lines to appear, schedules per line, rows to price online, and sources of supply rows for sales order and maximum number of lines to appear for buying agreements.

Note. A chunk is not the same as a screen full of data. It represents all of the rows that are in the scroll at a given point in time.

Chunking is used in these areas:

Viewing order lines and schedules.
Copying orders.
Updating all schedules of an order.

If an order or quote has more lines than the maximum lines that are defined on the Order Management Installation Options page, a search criteria page appears in place of the standard order line grid on the order entry form. You must search for the lines that you want to update. The lines that are found by the search appear in a separate area below the search criteria. They can be selected and retrieved into the order or quote. After the lines are retrieved, they may be updated or copied in the same manner as with a standard order or quote. Though the search may find more lines than the maximum that is defined, you cannot retrieve more than the maximum lines into the line grid. For example, if there are 1200 lines in the order, but the maximum lines to appear is 1000, you can only retrieve 1000 lines.

If you want to skip the display of existing lines or add new lines, you can use the Cancel Search button to return to the regular sales order grid.

Note. When you retrieve rows into the order line grid, they remain there until new lines are selected for update. Click the Cancel Search button to re-display the order line grid in its previous state.

On the main order entry form, up to 10 rows of customer purchase history appear. If there are more, a More Orders link appears. When viewing the customer purchase history, the number of rows that appear is also governed by the maximum number of lines that are defined at installation. Use the buttons at the top of the page to scroll through purchase history.

When retrieving schedules for a particular line, if the number of schedules for the line exceeds the maximum number of schedules that are defined at installation, only the maximum number are available. As with customer purchase history, use the buttons above the schedule grid to navigate through the schedules for the line. If the number of schedules for the line is less then the maximum, all schedules appear for the line.

Buttons used to view customer purchase history and schedules

If you are repricing and the total number of orders per line or schedules on the order exceeds the maximum that is defined, a message appears directing you to use the Order Repricing process.

When using alternate sourcing, each schedule can be sourced individually. If you select the 'Source all lines' button, only those lines in the buffer are sourced.

Note. It is important that you run the sales order background processes (Hold Checking, Credit Checking, Repricing, Populate Demand, Order Completing, Reservations) regularly when working with large orders in order to keep the sales order data up to date if the order cannot be priced online. For example, if you are updating an order that has more lines or schedules then the maximum that is allowed, run the Hold Checking process (OM_HOLD) to update any holds that are on the order. Hold processing is performed only for the lines and schedules that are in the page buffer, even though hold processing may be set up for the Order Management business unit.

Note. The line and schedule maximums only apply to retrieving existing order data. New orders may have as many lines or schedules as needed.

Copying Large Sales Orders

The section discusses how to:

Copy large orders.
Copy large order lines.

Pages Used to Copy Large Sales Orders

Page Name	Definition Name	Navigation	Usage
Select Order to Copy	ORD_COPY_SELECTION	Order Management, Quotes and Orders, Process Orders, Sales Order/Quote Copy, Order Copy	Use this page to run the Copy Sales Order/Quote process to copy large sales orders or quotations into a new sales order.
Select Order Lines to Copy	ORD_COPYLN_SELECT	Order Management, Quotes and Orders, Process Orders, Sales Order/Quote Copy, Order Lines to Copy	Use this page to run the Copy Sales Order/Quote process to copy large sales orders or quotation lines into a new sales order.

Copying Large Orders

Access the Select Order to Copy page (Order Management, Quotes and Orders, Process Orders, Sales Order/Quote Copy, Select Order to Copy).

Note. If you attempt to use the Select Order to Copy page from the header menu on the order entry form and either the line maximum or schedules per line maximum is exceeded for the order or quote, you are directed to use the Sales Order/Quote Copy process (ORD_COPY) to copy the order.

Copy to Order Type

Select a new order type. This applies when copying from a quote to a sales order.

Selection Criteria

Enter values to search for the orders to copy.

Run Order Completion and Run Hold Checking and Run Credit Checking and Run Populate Demand and Run Reservations

Select the additional processes to run after the Order Copy process is run.

Note. Any processes selected execute in the order displayed and run as part of this process.

Copying Large Order Lines

Access the Select Order Lines to Copy page (Order Management, Quotes and Orders, Process Orders, Sales Order/Quote Copy, Select Order Lines to Copy).

Note. If this page is not accessed, all eligible lines are copied.

Select All

Select individual lines or use the link to select all of the lines to copy.

Updating Schedules for Large Orders and Quotes

This section provides an overview of OM update schedules process and discusses how to run the OM update schedules process.

Understanding the OM Update Schedules Process (OM_ORDCHG)

The OM Update Schedules process (OM_ORDCHG) is used to update schedules for orders and quotes for which the number of order lines or schedules per line exceeds the maximum that you define on the Installation Options Order Management page. You can also use the process to update a range of sales orders by PeopleSoft Order Management Business Unit. The system checks the demand change configuration settings in PeopleSoft Inventory to determine if the changes can be made. For example, a change to the scheduled ship date is not changed if the schedule already shipped. When changes are made in Order Management but not Inventory, a notification is sent if someone is defined as the Inventory Manager for each field that is changed.

Fields that use default values from the buying agreements will not be changed.

Updates to shipping fields may require special handling. If a change in the ship date will cause a change in the composition of the kit (due to date_in_effect and date_obsolete values on the kit components), then the ship date will not be changed. If a change in the ship date occurs for an ATP schedule, the demand will become unpromised. For non-lot allocated demand that is partially shipped, the unshipped quantity will be canceled, regardless of any backorder rules. For lot allocated (or partially allocated) demand that is partially shipped, the unshipped demand shall be canceled, and the lots will be deallocated.

Any changes to address information such as phone, contact name, customer, and email address can be changed using the same rules that govern changing address information on sales orders. However, for large orders using chunking, there may be discrepancies between the header, line, and schedule. Schedules that are not in the buffer are not updated with an address override until the Update Schedules process is run.

After Update Schedules process is run, you can view the results of the process on the Update Schedules Results page. The page displays the status for each schedule with respect to the requested updates. The page is unavailable for entry. The results may be deleted by using the Purge Update Schedules Results process (OM_MURSL_DEL).

Note. If you attempt to use the Update Schedules page from the header menu on the order entry form and the number of lines or schedules per line exceeds the maximum, you are directed to use the OM Update Schedules process.

Note. The OM Update Schedules process can also be used for sales orders that do not exceed the maximum number of lines or schedules.

Pages Used to Update Large Schedules

Page Name	Definition Name	Navigation	Usage
Run Update Schedules	RUN_OM_MASSUPD	Order Management, Quotes and Orders, Process Orders, Update Schedules	Use to update schedules for orders that exceed the maximum schedules per line that is defined on the Installation Options Order Management page.
Update Schedules Results	OM_MASSUPD_RSLTS	Order Management, Quotes and Orders, Process Orders, View Schedule Change Results	Use to view the results of the OM Update Schedules process.
Delete Mass Update Results	RUN_OM_MURSLT_DEL	Order Management, Quotes and Orders, Process Orders, Delete Schedule Change Results	Use to delete the OM Update Schedules results.

Running the OM Update Schedules Process

Access the Run Update Schedules page (Order Management, Quotes and Orders, Process Orders, Update Schedules).

Click the button to clear the values.

Search Criteria

After entering a business unit, select additional values to be updated by the OM Update Schedules process (OM_ORDCHG).

Select

Use to indicate that a text field is to be changed.

Warning! If a check box is selected and no value is provided for the corresponding field, the Update Schedules process attempts to change the field to a blank field on all applicable schedules.

Partials

If Yes, Partial Order must also be Yes and you can change the value to No only.

If No, Partial Order must also be No and you can change the value to Yes only.

Address

Enter a country code for proper address formatting.

Note. If the select check box is marked and no address is provided, the address that corresponds to the schedules' ship to location is used to update the schedules in PeopleSoft Order Management and Inventory.

Note. Address overrides are added or updated at the schedule level only for non-single ship orders, and at the header for single ship orders. Ship-to address updates will not occur at the line or header levels.

Schedule Status

You can change the field to Open or Canceled only. At the completion of the process, the status is applied to the order lines and header as applicable. For example, if all the pending schedules of a line are changed to open, the line status is changed to open, and if all order lines are changed to open, the header status is automatically changed to open.

When updating the schedule status to cancel, the line will be updated to cancel only if there are no other open schedules for the line. If all schedules for the line are canceled, the line status is also set to cancel. If all lines of the order are canceled, the order will be set to cancel.

Single ship

You can change the field from Yes to No only.

Run Repricing and Run Hold Checking and Run Credit Checking and Run Populate Demand and Run Reservations

Select the processes to run after the OM Update Schedules process is run.

Note. If the Order Management business unit uses deliveries or VAT parameters for a schedule need to be redefaulted, the Order Completion process (OM_BACKGRND) is always run after the OM Update Schedules process is run. The process performs repricing and attempts to update default values that were blank.

Copy Schedule to Header and Copy Schedule to Line

Select these boxes to copy the schedule line information to the order line and order header. The copy process is done when one or more schedule lines have been updated. When none of the checkboxes are selected and the schedule line being updated is the only open schedule line for that order line, the order line is updated with that schedule line information. Similarly, if none of the checkboxes are selected and the order line being updated is the only open line for the order, the order header is updated with that order line information. If the schedule line being updated is not the only open schedule line for that order line and the checkboxes are unchecked, the order line and order header will not be updated.

Line and header level ship-to information, including contact, will be updated only if the ship-to customer matches the value on the updated schedules.

Note. Changes to any Export Shipping Options will only be updated on the order line if the line is marked for export. Changes to the Domestic Ship Options of carrier ID and ship via will only be updated on the order line if the line does not have a load defined for it. If the Load ID on the order schedule is being cleared, then any carrier ID and ship via changes will be applied to the order line. If any of the fields related to routes are updated on the order line, the system will recalculate the route information for the line.

Set up the EMP_SERVLET for the notifications used with URL Locations prior to running the process.

See Setting Up the URL Location for Notifications.

	Click the button to clear the values.
Search Criteria	After entering a business unit, select additional values to be updated by the OM Update Schedules process (OM_ORDCHG).
Select	Use to indicate that a text field is to be changed. Warning! If a check box is selected and no value is provided for the corresponding field, the Update Schedules process attempts to change the field to a blank field on all applicable schedules.
Partials	If Yes, Partial Order must also be Yes and you can change the value to No only. If No, Partial Order must also be No and you can change the value to Yes only.
Address	Enter a country code for proper address formatting. Note. If the select check box is marked and no address is provided, the address that corresponds to the schedules' ship to location is used to update the schedules in PeopleSoft Order Management and Inventory. Note. Address overrides are added or updated at the schedule level only for non-single ship orders, and at the header for single ship orders. Ship-to address updates will not occur at the line or header levels.
Schedule Status	You can change the field to Open or Canceled only. At the completion of the process, the status is applied to the order lines and header as applicable. For example, if all the pending schedules of a line are changed to open, the line status is changed to open, and if all order lines are changed to open, the header status is automatically changed to open. When updating the schedule status to cancel, the line will be updated to cancel only if there are no other open schedules for the line. If all schedules for the line are canceled, the line status is also set to cancel. If all lines of the order are canceled, the order will be set to cancel.
Single ship	You can change the field from Yes to No only.
Run Repricing and Run Hold Checking and Run Credit Checking and Run Populate Demand and Run Reservations	Select the processes to run after the OM Update Schedules process is run. Note. If the Order Management business unit uses deliveries or VAT parameters for a schedule need to be redefaulted, the Order Completion process (OM_BACKGRND) is always run after the OM Update Schedules process is run. The process performs repricing and attempts to update default values that were blank.
Copy Schedule to Header and Copy Schedule to Line	Select these boxes to copy the schedule line information to the order line and order header. The copy process is done when one or more schedule lines have been updated. When none of the checkboxes are selected and the schedule line being updated is the only open schedule line for that order line, the order line is updated with that schedule line information. Similarly, if none of the checkboxes are selected and the order line being updated is the only open line for the order, the order header is updated with that order line information. If the schedule line being updated is not the only open schedule line for that order line and the checkboxes are unchecked, the order line and order header will not be updated.