PeopleSoft Enterprise Order Management 9.1 PeopleBook

Using Sales Order and Quotation Enterprise Integration Points

This chapter provides an overview of sales order and quotation enterprise integration points (EIPs) and discusses how to:

Run Electronic Commerce for inbound sales order and quote EIPs.
Publish outbound sales order and quote EIPs.
Use Sales Order Change and Sales Order Change Notice.
Use request price check.

Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management

PeopleSoft Order Management is delivered with many enterprise integration points (EIPs) to send and receive sales order and quote data from a third-party system or another PeopleSoft application. These EIPs are service operations within PeopleSoft Integration Broker.

Oracle delivers the service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as PeopleSoft CRM. If you are using chunking for outbound service operations, the handlers must be active on the Handlers page.

Use the information in the following table and refer to the setup instructions in the PeopleSoft Supply Chain Management Integrations 9.1 PeopleBook, "Implementing Integrations," Setting Up Service Operations.

Service Operation	Direction and Type	Handlers	Chunking Available?	Integrates With
PRODUCT_PRICELIST_SYNC	Outbound Asynchronous	NA	No	Electronic data interchange (EDI), Third-party source
SALES_CRM_ORDER_CHANGE_LOAD	Inbound Asynchronous	SalesCRMOrderChangeLoad	No	Customer relationship management (CRM)
SALES_CRM_ORDER_LOAD	Inbound Asynchronous	SalesCRMOrderLoad	No	CRM
SALES_CRM_QUOTE_LOAD	Inbound Asynchronous	SalesCRMQuoteLoad	No	CRM
SALES_ORDER_ACKNOWLEDGEMENT (855) EDI_TXN_855	Outbound Asynchronous	ROUTERSENDHDLR	Yes	CRM, EDI (X12 standard format), Third-party source
SALES_ORDER_CHANGE_LOAD (860)	Inbound Asynchronous	SalesOrderChangeLoad	No	EDI, Third-party source
SALES_ORDER_CHANGE_NOTICE (865)	Outbound Asynchronous	ROUTERSENDHDLR	Yes	CRM, EDI, Third-party source
SALES_ORDER_LOAD (850) EDI_TXN_850	Inbound Asynchronous	SalesOrderLoad	No	EDI (X12 standard format), Third-party source
SALES_ORDER_STATUS	Outbound Asynchronous	ROUTERSENDHDLR	Yes	CRM, EDI, Third-party source
SALES_QUOTE_LOAD (840) EDI_TXN_840	Inbound Asynchronous	SalesQuoteLoad	No	EDI (X12 standard format), Third-party source
SALES_QUOTE_NOTICE (845) EDI_TXN_845	Outbound Asynchronous	ROUTERSENDHDLR	Yes	CRM, EDI (X12 standard format), Third-party source

These EIPs have two versions. Version 2 contains new attributes for this release.

Sales Quote Notice (845)
Sales Order Acknowledgement (855)
Sales Order Change Notice (865)

Integrating with PeopleSoft CRM and SCM Databases

If both PeopleSoft CRM and SCM are installed, use the Exclusions by Source Code page when running CRM Sales Order or CRM Sales Quote to exclude calculating freight, sales tax, price adjustments, or value-added tax (VAT) for sales orders or quotes when Order Completion (OM_BACKGRND) is run. Otherwise, Order Completion (OM_BACKGRND) will calculate them again.

See Integrating with PeopleSoft CRM.

UPC and Universal Item IDs

The Universal product code (UPC) and Universal item identifiers can be received from the various EDI transactions and are stored on the sales order, buying agreement, and RMA. A customer's ordering preference is established at the customer level on the Sold To Options page. The new options UPC and Universal Item Identifier will be available in addition to the existing System and Customer Product Identifier options.

If you use the Universal Item ID option, you can assign any valid universal item ID type to that sold to customer to be used specifically for product entry. The Electronic Commerce (OM_EC) process transforms the universal item ID that is provided on a sales order/quote inbound EDI EIP into a corresponding system product ID and unit of measure by looking for a match with IDs of the type specified on the sold to customer. If you use the UPC option, Electric Commerce (OM_EC) will transform the UPC provided on the EIP into the corresponding system product ID. The system product ID, universal item ID, and UPC will be stored on the sales order line, and the universal item ID and UPC will be available on outbound EDI EIPs such as the sales order acknowledgement, quotation notice, Advanced shipping notice (ASN), and billing invoice.

Your customers can also send user-defined fields to be stored on the sales order and sent back with the oubound EDI EIP. If any errors occur, you can correct them after running Electric Commerce using the Header (cont.) page for the custom fields.

Inbound and Outbound Process Flow Diagrams

This diagram displays the process for inbound sales orders and quote EIPs.

Inbound process flow of sales order

This diagram displays the process flow for outbound sales orders and quote EIPs.

Outbound process flow of sales order

Running Electronic Commerce for Inbound Sales Orders and Quote EIPs

This section provides an overview of the Electronic Commerce process and discusses how to run Electronic Commerce.

Understanding the Electronic Commerce Process

The Electronic Commerce process (OM_EC) is part of the overall inbound electronic commerce flow. It validates the fields that are on the record of items that are loaded in the staging tables to ensure that the values are correct. The process performs these steps:

Edits the data, such as customer numbers and units of measure, to ensure that they are valid.
Converts the customer's product, UPC, or universal item ID or item number to a PeopleSoft product identifier when a PeopleSoft product identifier is not provided.
Assigns PeopleSoft order numbers.
Sets system defaults and status flags.
Validates data changes to ensure that they are valid.
Loads data into the production order tables (order staging data that has errors is not loaded into the production tables until the errors are corrected).

Important! If any data that is related to a specific document (order, order change, or request for quote) is in error, the complete document remains in the staging tables until all errors are corrected.

When the data is loaded into the production order tables, you must run additional processes to complete EDI/XML orders and to make them accessible by using the standard order entry pages.

See Understanding Order Entry Required Processing.

Note. If you are integrating with PeopleSoft CRM, use the Exclusions by Source Code page to exclude calculating freight, sales tax, price adjustments, or VAT for sales orders or quotes when you run Order Completion (OM_BACKGRND). Otherwise, Order Completion calculates them.

Note. If pricing should not be calculated, set the Price Protected flag accordingly.

These staging tables are used for processing inbound transactions:

Header (ORD_HEADER_EC).
Line (ORD_LINE_EC).
Schedule (ORD_SCHEDULE_EC).
Address (ORD_ADDR_EC).
Notes (ORD_NOTES_EC).
Configuration Options Header (ORD_OPT_HDR_EC).
Configuration Options Detail (ORD_OPT_DETL_EC).
User Defined Reference (ORD_CDATA_EC).

When errors occur after the Order Management Electronic Commerce process runs, the data remains in the order staging tables. You need to correct the errors by using the error correction pages.

For each of the staging tables, two types of pages are available. The first type displays the errors; the fields with errors are the only ones that are available for data entry. These tables have multiple pages that display the errors. The pages are Order Header, Order Line, and Order Schedule. The second type lists the errors and explains their nature.

Many editing errors occur when the business unit is incorrect. This is because many of the edits depend on setID; when the business unit is invalid, the system cannot derive a setID. Even though the data (other than business unit) appears correct, an error may occur because of an invalid business unit. Correcting the business unit often resolves other edit errors.

Note. When the Order Management business unit is incorrect for any inbound data, you must be correct it on the Electronic Commerce Header Errors - Order Header page. When you correct it there, all data that is associated with that document—lines, schedules, addresses, and so on—are automatically updated with the correct business unit value. If, for example, a document has 1000 order lines associated with it, each with an incorrect business unit, the incorrect business unit is corrected once at the header level.

The Error Summary page includes all the errors for a particular EIP control ID.

Pages Used to Run Electronic Commerce for Inbound Sales Orders and Quote EIPs

Page Name	Definition Name	Navigation	Usage
Electronic Commerce	RUN_OM_EC	Order Management, Electronic Commerce, Process Staged Orders/RFQs	Run Electronic Commerce. Establish process parameters for inbound requests for quotations, sales orders, and sales order changes.
Exclusions by Source Code	SRC_CD_EXCLUSIONS	Order Management, Electronic Commerce, Source Code Exclusions	If you are integrating to PeopleSoft CRM, exclude calculating freight, price adjustments, sales tax, and VAT for sales orders or quotes when you run Order Completion (OM_BACKGRND). Otherwise, Order Completion calculates them again. If the installation includes PeopleSoft Contracts, you must define exclusions for the CA (contracts order) and RCA (replacement order from contracts order returns) for quotes and sales orders. PeopleSoft Contracts calculates freight, sales tax, VAT, and price. See Sales Orders from Contracts.
Header	OMEC_HDR	Order Management, Electronic Commerce, Review Staging Details, Header Order Management, Electronic Commerce, Correct Staging Errors, Header	Correct Electronic Commerce errors that appear on the document header.
Header (continued)	OMEC_HDR2	Order Management, Electronic Commerce, Review Staging Details, Header Order Management, Electronic Commerce, Correct Staging Errors, Header	Correct Electronic Commerce errors that appear on the document header.
Header (continued)	OMEC_HDR3	Order Management, Electronic Commerce, Review Staging Details, Header Order Management, Electronic Commerce, Correct Staging Errors, Header	Correct Electronic Commerce errors that appear on the document header.
Header (continued)	OMEC_HDR4	Order Management, Electronic Commerce, Review Staging Details, Header Order Management, Electronic Commerce, Correct Staging Errors, Header	Correct Electronic Commerce errors that appear on the document header for the customized fields.
Header Errors	OMEC_HDR_ERR	Order Management, Electronic Commerce, Correct Staging Errors, Header	View the list of errors and their nature at the header level.
Line	OMEC_LIN	Order Management, Electronic Commerce, Review Staging Details, Line Order Management, Electronic Commerce, Correct Staging Errors, Line	Correct Electronic Commerce errors that appear on the document line.
Line (continued)	OMEC_LIN2	Order Management, Electronic Commerce, Review Staging Details, Line Order Management, Electronic Commerce, Correct Staging Errors, Line	Correct Electronic Commerce errors that appear on the document line.
Line (continued)	OMEC_LIN3	Order Management, Electronic Commerce, Review Staging Details, Line Order Management, Electronic Commerce, Correct Staging Errors, Line	Correct Electronic Commerce errors that appear on the document line.
Line Errors	OMEC_LIN_ERR	Order Management, Electronic Commerce, Correct Staging Errors, Line	View the list of errors and their nature at the line level.
Schedule	OMEC_SCH	Order Management, Electronic Commerce, Review Staging Details, Schedule Order Management, Electronic Commerce, Correct Staging Errors, Schedule	Correct Electronic Commerce errors that appear on the document schedule.
Schedule (continued)	OMEC_SCH2	Order Management, Electronic Commerce, Review Staging Details, Schedule Order Management, Electronic Commerce, Correct Staging Errors, Schedule	Correct Electronic Commerce errors that appear on the document schedule.
Schedule (continued)	OMEC_SCH3	Order Management, Electronic Commerce, Review Staging Details, Schedule Order Management, Electronic Commerce, Correct Staging Errors, Schedule	Correct Electronic Commerce errors that appear on the document schedule.
Schedule Errors	OMEC_SCH_ERR	Order Management, Electronic Commerce, Correct Staging Errors, Schedule	View the list of errors and their nature at the schedule level.
Address	OMEC_ADR	Order Management, Electronic Commerce, Review Staging Details, Address Order Management, Electronic Commerce, Correct Staging Errors, Address	Correct Electronic Commerce errors that appear in the document ship-to or sold-to override address.
Address Errors	OMEC_ADR_ERR	Order Management, Electronic Commerce, Correct Staging Errors, Address	View the list of errors and the nature of the violations in the order address.
Note	OMEC_NOT	Order Management, Electronic Commerce, Review Staging Details, Note Order Management, Electronic Commerce, Correct Staging Errors, Note	Correct Electronic Commerce errors that appear in the document note.
Note Errors	OMEC_NOT_ERR	Order Management, Electronic Commerce, Correct Staging Errors, Note	View the list of errors and their nature for order notes.
User Defined Reference	OMEC_CDATA	Order Management, Electronic Commerce, Review Staging Details, User Defined Order Management, Electronic Commerce, Correct Staging Errors, User Defined	Correct Electronic Commerce errors that appear in the user-defined reference data.
User Defined Reference Errors	OMEC_CDATA_ERR	Order Management, Electronic Commerce, Correct Staging Errors, User Defined	View the list of errors and their nature that are in the user-defined reference data.
Option Header	OMEC_OPH	Order Management, Electronic Commerce, Review Staging Details, Option Header Order Management, Electronic Commerce, Correct Staging Errors, Option Header	Correct Electronic Commerce errors that occur in configuration options at the header level.
Option Header Errors	OMEC_OPH_ERR	Order Management, Electronic Commerce, Correct Staging Errors, Option Header	View the list of errors and their nature for configuration information at the header level.
Option Detail	OMEC_OPD	Order Management, Electronic Commerce, Review Staging Details, Option Detail Order Management, Electronic Commerce, Correct Staging Errors, Option Detail	Correct Electronic Commerce errors that occur in configuration options at the detail level.
Option Detail Errors	OMEC_OPD_ERR	Order Management, Electronic Commerce, Correct Staging Errors, Option Detail	View the list of errors and their nature for configuration information at the detail level.
Error Summary	OM_EIP_ORDERS	Order Management, Electronic Commerce, Correct Order/RFQ Errors	Access the individual error pages to make corrections.
Delete Electronic Commerce	RUN_OM_EC_DEL	Order Management, Electronic Commerce, Review Staging Details, Delete Staging Tables	Clean up the staging tables after the order has been moved to the production order tables.

Running Electronic Commerce

Access the Electronic Commerce page (Order Management, Electronic Commerce, Process Staged Orders/RFQs).

Delete staging records	Select to remove the data from the staging tables.
Business Unit	If you enter a specific business unit for inbound processing and the inbound staging data has an invalid business unit value, that data is not processed.
Transaction Type	Values for inbound EDI/XML transactions are: PO: Inbound Sales Order. POCHG: Sales Order Change. RFQ: Inbound Request for Quote.
EIP Control ID	Select to further define the processing run.
Source Code	Use to limit the transactions. For example, you could process data only from PeopleSoft CRM.
Run Order Completion	Select to run the Order Completion process (OM_BACKGRND).
Run Hold Checking	Select to run the Hold Checking process (OM_HOLD).
Run Credit Checking	Select to run the Credit Checking process (OM_CREDIT).
Run Populate Demand	Select to run the Demand Population process (OM_DEMAND).
Run Reservations	Select to run the Reservations process (INV_FUL_RSV).

Set up the EMP_SERVLET process for the notifications to use with URL locations prior to running the process.

See Setting Up the URL Location for Notifications.

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 base processing that use 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 an Order Management business unit, you can process all orders coming from a specific source.

See Enterprise PeopleTools PeopleBook: PeopleSoft Application Engine

Publishing Outbound Sales Order and Quote EIPs

This section lists common elements and discusses how to :

Process outbound EIPs for order acknowledgements, sales order changes, and sales quote notices.
Process outbound EIPS for product price lists.
Process outbound EIPs for order and quote status.

Common Elements Used in this Section

Business Unit	Enter a value to limit the EIPs to publish.
Request ID	Appears by default from the run control ID. You can change the value.
Description	Describe the outbound EIPs.

Pages Used to Publish Outbound Sales Order and Quote EIPs

Page Name	Definition Name	Navigation	Usage
Publish Outbound Message	IN_RUN_PUB_MSG	SCM Integrations, Publish Outbound Message	Initiate the outbound message publish process for outbound PeopleSoft SCM EIPs.
Order Acknowledgement Message Selection Criteria	OM_RUN_OUTBOUND_EC	Click the Sales Order Acknowledgement link on the Publish Outbound Message page. Click the Sales Order Change Notice link on the Publish Outbound Message page. Click the Sales Quote Notice link on the Publish Outbound Message page.	Enter processing options for the Sales Order Acknowledgement, Sales Order Change Notice, and Sales Quote Notice outbound EIPs. You can select processing options for only one EIP at a time.
Product Price List Message Selection Criteria	OM_RUN_PRODPRC_OUT	Select Product Price List on the Publish Outbound Message page to enable the Product Price List link. Click the Product Price Link on the Publish Outbound Message page.	Select processing criteria for the price sales catalog.
Order/Quote Status Message Selection Criteria	OM_RUN_OUTORD_STAT	Click the Sales Order/Quote Status link on the Publish Outbound Message page.	Enter processing options for the Sales Order/Quote Status EIP.

Processing Outbound EIPs for Order Acknowledgements, Sales Order Changes, and Sales Quote Notices

Access the Order Acknowledgement Message Selection Criteria, Sales Order Change Notice, or Sales Quote Notice Message Selection Criteria page (click the Sales Order Acknowledgement link, Sales Order Change Notice link or Sales Quote Notice link on the Publish Outbound Message page).

Note. The page is the same for the order acknowledgements, order change notices, and quote notices.

Select Processing Parameters

Source Code

Further define processing options for the EIPs.

Outbound Messages Selected

You can select multiple EIPs to process.

Processing Outbound EIPs for Product Price Lists

Access the Product Price List Message Selection Criteria page (select Product Price List on the Publish Outbound Message page to enable the Product Price List link, and click the Product Price Link on the Publish Outbound Message page).

The following process describes how the OM_PPRC_OUT application engine determines the products and prices to include in the product price list using the retail catalog.

The OM_PPRC_OUT application engine first determines what sold-to customer contacts are set up to receive the product price list information by EDI/XML from the Contact Additional Info page.

If a customer or customer group is entered on the Product Price List Message Selection page, the program sends only product price list information to the specified contact for the customer or sold-to customers belonging to the specified pricing customer group that is set up on the Customer Group Table page. For each of these customers, the program inserts any products that are attached to the retail catalog into a temporary table. If a particular customer is not attached to any catalog, or if no catalog number is entered in the selection options that are on the Product Price List Message Selection page:
1. The program attempts to retrieve products from the retail catalog where the customer's pricing customer group is attached to the catalog.
2. If no customer group is attached to the catalog, the program attempts to retrieve products from the Price List tables.
  
  The program looks for any records that exist on the Price List tables for the sold-to customer being processed and inserts those products into a temporary table. If a price list ID is entered as optional criteria, the program selects only products for that price list ID.
3. If no price list records are found for the sold-to customer being processed, the program looks at the Price List tables to determine if any price lists are attached to the sold-to customer's pricing customer group and inserts those products into a temporary table. If a price list ID is entered as optional criteria, the program selects only products for that price list ID.
4. Finally, if a particular customer has no catalogs or price lists, the program retrieves all active products from the PROD_ITEM table. If a product group is entered as optional criteria, the program selects only products that are for the specified product group.
When the program has a list of products for each customer, it retrieves prices for each of the products.

The system uses the lowest price on the most recent start date on or before today's date.
1. The program first determines whether price lists are set up for the sold-to customer and product combination that is being processed and inserts the lowest list price, start date, unit of measure, and so on, into a temporary table. Again, if a price list ID is entered as optional criteria, the program look only at prices from the specified price list ID.
2. If no price lists are found for the customer and product ID combination, the program then determines whether price lists are set up for the customer's pricing customer group and product that is being processed. The system inserts the lowest list price, start date, unit of measure, and so on into a temporary table. Again, if a price list ID is entered as optional criteria, the program looks only at prices from the specified price list ID.
3. If no price lists are found for the customer and product ID or customer group and product ID combination, the program retrieves the prices from the PROD_PRICE table and inserts them into a temporary table. If an inventory business unit is entered as optional criteria, the program loads PROD_PRICE records only for the specified inventory business unit.

Selection Type

All Customers	Select to have the process run for all of the customers.
Specific Customer	If you select this option, enter the customer name.
Specific Customer Group	If you select this option, enter the customer group.

Selection Options

You can select these options only if you are running the process for all customers.

None	No further selection options are available.
Inventory Business Unit	If you select this option, enter the inventory unit.
Catalog	If you select this option, enter the catalog number.
Price List	If you select this option, enter the price list ID.
Product Group	If you select this option, enter the inventory unit.

Processing Outbound EIPs for Order and Quote Status

Access the Order/Quote Status Message Selection Criteria page (click the Sales Order/Quote Status link on the Publish Outbound Message page).

Select Processing Parameters

Access to limit the processing parameters for the order or quote status EIP.

Status

Select any of the order statuses for the EIP.

Using Sales Order Change (860) and Sales Order Change Notice (865)

This section provides an overview of Sales Order Change and Sales Order Change Notice and discusses how to modify order change records.

Understanding Sales Order Change (860) and Sales Order Change Notice (865)

For EDI/XML orders, changes can occur as they do for orders that are entered online. Customers may want to change carriers, increase an order quantity, and so on after they have sent the inbound Sales Order (850). Sales Order Change (860) and Sales Order Change Notice (865) enable you to accept, process, and send acknowledgements to the customers for changes that are made to inbound sales orders. You can also use this process to send an acknowledgement to a customer if you changed an EDI order online.

When the acknowledgement is sent, information for the entire order is sent and requested field changes are confirmed as accepted or rejected.

Sales Order Change Notice (865) includes these statuses:

AC1 (accept with no exceptions)	All of the requested changes are made.
AC2 (accept with exceptions)	The changes are accepted, but not all the changes are applied to the order, either because the requested field is not eligible for change, or the requested field cannot be changed due to the order's status in the fulfillment process.
RJ1 (reject)	The original inbound sales order does not exist in the system.
RJ2 (reject)	The request is rejected because the original inbound sales order is closed, canceled, or actually a quote.

Page Used for Sales Order Change and Sales Order Change Notice

Page Name	Definition Name	Navigation	Usage
Order Change Maintenance	OMEC_ORDCHG_FLD	Order Management, Electronic Commerce, Identify Order Changes	Modify the list of records that can be changed in Sales Order Change.

Modifying Order Change Records

Access the Order Change Maintenance page (Order Management, Electronic Commerce, Identify Order Changes).

Inventory Edit

If this check box is selected, the filed change must be validated against PeopleSoft Inventory.

Work Field

Used by PeopleCode to determine whether the change can still be made in PeopleSoft Inventory. The Electronic Commerce process (OM_EC) returns a value of Yes if the field can be changed, and a value of No if the field cannot be changed. For example, if the change request is to change the carrier, the program checks PeopleSoft Inventory to verify that the change can still be made. If the order line is already shipped, Electronic Commerce returns a value of No.

Propagation Rule	Shows whether the change requests are made to the line, schedule, or both. For example, if the line has only one schedule, a change request to change the carrier on the order line is propagated down to the schedule. If more than one schedule exists, then the change is not propagated.
Alternate Field	Enter if the field name is different at the corresponding level.
Invoice Edit	If this check box is selected, the field change is validated at the schedule level if the schedule is invoiced.
Configured Kit Edit	If PRODKIT_EDIT is selected in the database, then the field can be changed.

Note. The system already defined the fields that can be changed in the sales order change. If you want to modify the list of records, use the Order Change Maintenance page. You also need to add the new fields on the SALES_ORDER_CHANGE_LOAD message to permit the change.

Using Request Price Check

This section provides an overview of the Request Price Check process, lists common elements, and discusses how to run Request Price Check.

Understanding the Request Price Check Process (OM_AUDIT)

The Request Price Check process enables you to validate a customer's net price, which is included in the EDI file, against the system-calculated net price.

When processing an EDI/XML order, you should run the Request Price Check process (OM_AUDIT) along with the other required background jobs. Run them in this order:

OM Electronic Commerce (OM_EC).
Order Completion (OM_BACKGRND).
Request Price Check (OMAUDIT).
Automatic Credit Check (OM_CREDIT).
Automatic Hold Check (OM_HOLD).
Populate Demand (OM_DEMAND).

Request Price Check Process Procedure

Perform these steps to use Request Price Check to validate the customer's net price that is sent by EDI against the system-calculated net price.

Run the Request Price Check process.
Use the Price Hold Release page to review the customer and system-calculated net unit price.

Change any of the prices that are on the page and accept the customer's price in lieu of the system-calculated price. If you want to accept the customer's price, change the List Price and Net Unit Price fields to match the customer's price. When you save the page, the system sets the Price Protected flag at the schedule level to Y so that Order Pricing does not recalculate the price. The order schedule is also updated with the selected price. If the price validation is performed on an order change, the order acknowledgement is not sent to the customer until the price discrepancy is reviewed and the order is released from hold. The order acknowledgement includes the adjusted net unit price.

Understanding How the System Performs Price Checking for EDI/XML Orders

The data that the customer sends in for these fields triggers the system to perform the comparison against the system-calculated prices and discounts.

CUST_PO_PRICE (the customer's price before discounts).
CUST_PO_PRC_BASE (the customer's price before discounts in the base currency).
CUST_NET_PRICE (the customer's price after discounts).
CUST_NET_PRC_BASE (the customer's net price in the base currency).
CUST_BILL_BACK_ALL (the customer's bill backs).
CUST_BBACK_ALL_BSE (the customer's bill back in the base currency).
CUST_OFF_INV_BASE (the customer's off-invoice discounts in the base currency).
CUST_OFF_INV_DISC (the customer's off invoice discounts).

The Automatic Request Price Check process selects order schedules that do not have a blank net unit price and the Price Protected flag is set to NO. It compares the customer's net unit price against the system-calculated net unit price. On the inbound purchase order, the customer's net unit price can include promotional discounts such as off-invoice or bill-back discounts.

In situations in which the customer's inbound purchase order includes promotional discounts, the off-invoice and bill-back discounts are summed in the ORD_PRICE_ADJST table to get a total discount amount on the inbound purchase order.

This example illustrates how the customer's net unit price and system-price are calculated for an inbound purchase order with the following criteria:

List Price of 100 USD for 1 case.
Off-invoice discount of 10 USD per case.
Bill-back allowance of 10 USD per case. (The bill-back adjustment is an accrued adjustment.)
The customer's net unit price is 90 USD.
The system-calculated price is 100 USD.

To validate these fields, the system calculates the price by using the pricing structure (price rules, price lists, and so on) that are set up in PeopleSoft Enterprise Pricer. The system calculates the price for each order line or schedule based on the pricing structure and then compares the calculated values against the values that are sent by way of the EDI/XML Inbound Purchase Order.

The validation is as follows, assuming that the price discrepancy hold is set up on the Order Management Business Unit Hold Processing page.

If the customer's list price does not equal the system-calculated price, the Request Price Check validation routine checks the customer's pricing and promotion fields in this order:
1. Net unit price
2. Bill-back allowances
3. Off-invoice discount
4. List price
If the customer's bill-back allowance amount is not zero, the validation routine should check whether the system calculates a bill-back adjustment for the same amount.
- If the bill-back allowance does not match the customer's bill-back allowance, the validation routine places the order on hold.
- If the bill-back allowance does match the system-calculated bill-back allowance, the validation routine checks the off-invoice discount.
If the off-invoice discount does not match, the validation routine places the order on hold.
If the off-invoice discount does match, the validation routine checks the list price.
If the list price does not match, the validation routine places the order on hold.

Pages Used for Requesting Price Check

Page Name	Definition Name	Navigation	Usage
Hold Codes	HOLD_CD	Financials/Supply Chain, Product Related, Order Management Foundation, Hold Codes	Establish a price discrepancy hold code.
Hold Processing	BUS_UNIT_TBL_OM2	Set Up Financials/Supply Chain, Business Unit Related, Order Management Click the Hold Processing link on the Order Management Definition - Order Management Setup page.	Assign a price discrepancy hold code for the business unit
Request Price Check-EDI/XML	RUN_OM_AUDIT	Order Management, Quotes and Orders, Update Price, Request Price Check-EDI/XML	Validate the customer's net price against the system-calculated net price for orders that are processed by EDI/XML.
Price Hold Release: System Information, Customer Prices	OM_PRC_HOLD	Order Management, Quotes and Orders, Update Price, Update Price Discrepancies	View and update the customer's and the system-calculated net unit price.

Running Request Price Check

Access the Price Hold Release page (Order Management, Quotes and Orders, Update Price, Update Price Discrepancies).

System Information Tab

Order	Select the order for which you want to change the price. When you select an order, additional fields become available to edit.
List Price (Base) and Net Unit Price (Base)	View the system-calculated prices and override them as necessary. Any changes are passed to the sales order.

Customer Prices Tab

The prices that are on this page are the customer's purchase order prices that differ from the system-calculated prices. You can override them as necessary. Any changes are passed to the sales order.

PO Price (Base)	Displays the customer's price before discounts.
Net Price (Base)	Displays the customer's price after discounts.
Bill Back (Base)	Displays the bill-back discount for the line that the customer takes as a credit or payment.
Off Invoice (Base)	Displays the off-invoice discount for the line that the customer takes off the net price.