Delivery ID

Enter a value to limit your search results to one delivery and the demand lines in that delivery.

Source

Limit your search results by the PeopleSoft application where the demand lines originated. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria. The options are:

• IN: Material stock requests created in PeopleSoft Inventory.

• OM: Sales orders created in PeopleSoft Order Management.

• Non-OM: Includes all sources except sales orders created in PeopleSoft Order Management.

• PL: Material stock requests created from planning requisitions from PeopleSoft Supply Planning.

• PO: Material stock requests created from demand in PeopleSoft Purchasing

• PR: Material stock requests created from requisitions in PeopleSoft Purchasing.

• RT: Material stock request created for return-to-vendor (RTV) transactions.

Src BU

Enter the business unit where the demand lines originated. For sales orders, this is the PeopleSoft Order Management business unit. For material stock requests, this is the PeopleSoft Inventory business unit.

Delivery Status

Limit your search results by the status of the delivery in the IN_DELIVERY table. Search results include the deliveries or demand lines within the deliveries that have this delivery status.

See Using PeopleSoft Tables to Store Delivery and Freight Information.

Order Number

Limit your search results to a single order number entered in this field. The order can be a sales order from PeopleSoft Order Management or a material stock request from PeopleSoft Inventory. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Line and To

Limit your search results to one order line or a range of order lines within the order specified in the Order Number field.

Select by Date

Limit your search results based on a date contained in the order demand line. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria. Values are:

• Order Date: Select demand lines based on the order date. Enter a date range in the Date From and To fields.

  For just one specific date, use theDate From field only.

• Orders Placed Today: Select demand lines entered in the system today.

• Schedule Date: Select demand lines based on a the scheduled shipment date.

  Enter a date range in the Date From and To fields.

  For just one specific date, use theDate From field only.

• Ship Early Date: Select demand lines based on the Earliest Ship Date field.

  Enter a date range in the Date From and To fields. For just one specific date, use the Date From field only.

Date From and To

Enter the dates to retrieve demand lines. This is based on the entry in the Select by Date field.

Ship ID

Enter the shipping ID to select orders using a previously assigned shipping ID. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Carrier ID

Limit your search results based on one specific carrier. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Include Blank Carrier

Select this check box to include deliveries or demand lines without a carrier ID in your search results.

Load ID

Enter to select demand lines assigned to a single load ID. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Ship Via

Enter to select demand lines or deliveries using this one shipping method.

Include Blank ShipVia

Select this check box to include deliveries or demand lines without a Ship Via code in your search results.

Route Code

Enter to select demand lines that have been grouped together for a single transportation route. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Ship Container ID

Enter to select demand lines assigned to a single shipping container. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Customer ID

Enter to select orders that were entered for a particular customer. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Location

Enter to select orders that were entered for a particular location code. Location codes represent the business unit's address, a branch office, or shipping office. Location codes are defined on the Location Definition page (Set Up Financials/Supply Chain, Common Definitions, Location, Location). Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Pro Number

Limit your search results based on one pro number.

Ship To and Address Seq

Select demand lines using a Ship To Customer ID and customer address sequence number. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Country and State

Limit your search results based on the country or state/province. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Select Freight Status

Limit your search results based on the freight and manifest status of the delivery. Search results include the deliveries or demand lines within the deliveries that have this status. The Freight Status field and the Manifest Status field in the IN_DELIVERY table determine the current state of the freighting and manifesting process. Options include:

• Not Started: No transaction request has been sent to the third-party freight system.

• Rate Requested: A freight rate request without a manifest action has been sent to the third-party freight provider system.

• Rate Received: The third-party freight provider has responded to the freight request and the delivery has been updated.

• Manifest Requested: A shipment request for freight rates and manifesting has been sent to the third-party freight provider system.

• Manifest Received: The shipment response was received from the third-party freight provider system.

Commit Freight for Billing

Select Yes or No to select deliveries with this value in the Commit Freight for Billing field of the IN_DELIVERY table. Search results include the deliveries or demand lines within the deliveries that have this status. A Yes value in this field indicates that the freight on this delivery is ready to be processed or has been processed by PeopleSoft Billing and by PeopleSoft Cost Management.

Pick Batch ID

Enter to select demand lines by the pick batch ID assigned by the Order Release process in PeopleSoft Inventory. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Line and To

Enter to select demand lines by the pick line number within a pick batch ID or a range of line numbers.

Fulfillment State

Choose the demand fulfillment states of the demand lines to be selected. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Priority and To

Limit your search results based on the shipping priority code or range of codes that are assigned to sales orders in PeopleSoft Order Management. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Note. Within PeopleSoft, this field is only relevant for sales orders or interunit transfers created from PeopleSoft Supply Planning. However, the field is always available for entry to support modifications and third-party integration.

Item ID

Limit your search results to demand lines containing one specific item ID. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Item Group

Limit your search results to demand lines containing items within one specific item group. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Product ID

Limit your search results to demand lines containing one specific product ID. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Parent Product ID

Select demand lines by the parent ID of a product kit from PeopleSoft Order Management. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Commodity Code

Limit your search criteria to demand lines or deliveries containing one specific commodity code. Commodity codes, also called freight classes, are used on bills of lading to group and identify shipped products for freight rating and insurance purposes.

Backorders

Select Yes to select demand lines that have been backordered. Select No to select lines that are not backordered. Leave this field blank to select both. Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Harmonized Code

Limit your search criteria to demand lines or deliveries containing one specific harmonized tariff code. These codes are required on various documents that accompany shipments across international borders. The codes are established for all commodities by the United States Commerce Department.

Export

Select Yes to retrieve demand lines with the value of Yes in the Export field.

Select No to retrieve demand lines with the value of No in the Export field.

Delivery Management Workbench- Workbench Navigation Menu

IN_DLV_WKBNCH_MENU

• Inventory, Fulfill Stock Orders, Delivery Management Workbench

• Click the Return to Menu link at the top of any page in the Delivery Management Workbench.

• Inventory, Fulfill Stock Orders, Shipping, Shipping/Issues, Order Summary. Select the Delivery Workbench link before a Ship ID has been assigned.

Use this page to access the three main pages of the Delivery Management Workbench; Deliveries page, Demand / Container Activities page, and the Manage Deliveries page.

Delivery Management Workbench-Deliveries

IN_DLV_DELIVERIES

• Inventory, Fulfill Stock Orders, Delivery Management Workbench, Delivery Activities-Basic Search

• Inventory, Fulfill Stock Orders, Delivery Management Workbench, Delivery Activities-Advanced Search

• Click the Deliveries link at the top of any page in the Delivery Management Workbench.

• Inventory, Fulfill Stock Orders, Shipping, Shipping/Issues, Order Summary. If multiple deliveries are on the shipped lines, select the Delivery Workbench link.

Select one or more deliveries based on various search criteria. You can perform delivery and freight actions on one or more deliveries at once. You can consolidate deliveries or calculate freight for multiple selected deliveries, or you can choose a single delivery to perform freight calculation.

Delivery Management Workbench-Demand / Container Activities

IN_DLV_DEMAND

• Inventory, Fulfill Stock Orders, Delivery Management Workbench, Demand / Container Activities -Basic Search

• Inventory, Fulfill Stock Orders, Delivery Management Workbench, Demand / Container Activities -Advanced Search

• Click the Demand / Container Activities link at the top of any page in the Delivery Management Workbench.

• Inventory, Fulfill Stock Orders, Shipping, Shipping/Issues, Order Summary. Select the Delivery Workbench link after a Ship ID has been assigned.

• Inventory, Fulfill Stock Orders, Shipping, Shipping/Issues, Order Summary. Select the Delivery Workbench freight option and do not validate the delivery, then save the page.

Search for unassigned demand lines or shipping containers to assign to existing deliveries or to create a new delivery using the demand information to create the delivery.

Delivery Management Workbench-Manage Delivery

IN_DLV_WORKBENCH

• Inventory, Fulfill Stock Orders, Delivery Management Workbench, Manage Delivery-Add a Delivery

• Inventory, Fulfill Stock Orders, Delivery Management Workbench, Manage Delivery-Update a Delivery

• Click the Manage Delivery link at the top of any page in the Delivery Management Workbench.

• From the Delivery Management Workbench-Deliveries page, click the Delivery ID link.

• From the Delivery Management Workbench- Demand / Container Activities page, click the Delivery ID link on demand lines or shipping containers already assigned to deliveries.

• Inventory, Fulfill Stock Orders, Shipping, Shipping/Issues, Order Summary. If one delivery for all the shipped lines, select the Delivery Workbench link.

Update one individual delivery or create a new delivery. You can modify the delivery fields, view the demand lines and shipping containers that are currently assigned to the delivery, add or remove demand lines and shipping containers, consolidate deliveries, and do freight processing.

Delivery Management Workbench- Demand / Container Selection

IN_DLV_DMDSRCH_SP

Select the Get Demand Lines / Containers link on the Delivery Management Workbench-Manage Delivery page.

Enter search criteria, search, and select demand lines and shipping containers that you want to display in the Unassigned to Delivery group box of the Delivery Management Workbench-Manage Delivery page. These demand lines and shipping containers can be added to an existing or new delivery.

Delivery Management Workbench- Packages

IN_DLV_PACKAGES_SP

Click the Maintain Packages link on the Delivery Management Workbench-Manage Delivery page.

View existing packages that are part of a delivery or enter new packages.

Delivery Management Workbench- Message / Error Log

IN_DLV_ERRORS_SP

• Inventory, Fulfill Stock Orders, Delivery Management Workbench, Delivery Activities-Basic Search. Click the Message Log link.

• Inventory, Fulfill Stock Orders, Delivery Management Workbench, Demand / Container Activities-Basic Search. Click the Message Log link.

• Inventory, Fulfill Stock Orders, Delivery Management Workbench, Manage Delivery-Basic Search. Click the Error Log link.

View recent third-party transaction errors for the selected deliveries.

Business Unit

Enter the PeopleSoft Inventory business unit.

Manage Delivery

Select this link to access the Delivery Management Workbench-Manage Delivery page where you can work with one individual delivery or create a new delivery.

Demand / Container Activities

Select this link to access the Delivery Management Workbench-Demand / Container Activities page where you can view unassigned demand lines and unassigned shipping containers.

Return to Menu

Select this link to access the Delivery Management Workbench- Workbench Navigation Menu page where you can change the PeopleSoft Inventory business unit field for the workbench and access the three main pages of the workbench.

Advanced Search

Click this link to display the extended list of search criteria fields in the Deliveries Selection Criteria group box. These search criteria help you find the deliveries to be displayed in the Select for Processing group box.

For a complete list of the search criteria field definitions, see the Common Elements Used in This Section within the Using the Delivery Management Workbench section.

See Common Elements Used in This Section.

Basic Search

Click this link to display the basic search criteria fields in the Deliveries Selection Criteria group box. These search criteria help you find the deliveries to be displayed in the Select for Processing group box.

For a complete list of the search criteria field definitions, see the Common Elements Used in This Section within the Using the Delivery Management Workbench section.

See Common Elements Used in This Section.

Search

Click this button to initiate a search for deliveries. The system retrieves the deliveries that are associated to demand lines that match your search criteria. To re-display the search dialog after your initial search, expand the Deliveries Search Criteria group box.

Clear

Click this button to erase all values in the search criteria fields so that you can create enter new criteria.

Calculate Freight

Select one or more deliveries and click the Calculate Freight link to calculate freight for those deliveries. If the freight calculation method for the delivery is internal, the system performs the PeopleSoft internal freight calculation and assigns the freight amount to the delivery. If the freight calculation method for the delivery is external, the system transfers you to the Freight Management page where you can select freight processing options and initiate a transaction request to the external third-party freight system.

Auto-Freight

Click this button to have the system perform best-way freight calculation for externally-freighted deliveries and perform the internal freight calculation for internally-freighted deliveries. The freight is assigned to the delivery depending on the freight calculation performed. If there is a freight error, you are taken to the Freight Results page.

Delivery Action

Perform a delivery action by selecting one or more deliveries, entering a value in this field, and clicking the Save button. The delivery actions are:

• Consolidate Deliveries: The system combines the selected deliveries based on the delivery key fields defined on the Inventory Definition - Business Unit Options: Delivery Management page.

• Reverse Freight: The system reverses the post-ship actions for the deliveries, including clearing out any tracking numbers and freight amounts. Certain restrictions apply when attempting to reverse the Complete Deliveries and Commit Freight for Billing post-ship actions. If any demand lines for the delivery have already been depleted, the complete deliveries post-ship action cannot be reversed. If any freight amount for the delivery has already been sent to PeopleSoft Billing, the commit freight for billing post-ship action cannot be reversed.

Message Log

Click to access the Delivery Management Workbench- Message / Error Log page where you can view errors from delivery creation routines generated when this page is saved. This link displays only if there are errors to be viewed.

Select the Clear icon to erase any errors on the Delivery Management Workbench- Message / Error Log page.

Delivery ID

Click the Delivery ID link to access the Delivery Management Workbench-Manage Delivery page where you can view and update the detail of this single delivery.

Manage Delivery

Select this link to access the Delivery Management Workbench-Manage Delivery page where you can work with one individual delivery or create a new delivery.

Deliveries

Select this link to access the Delivery Management Workbench-Deliveries page where you can work with one or more deliveries.

Return to Menu

Select this link to access the Delivery Management Workbench- Workbench Navigation Menu page where you can change the PeopleSoft Inventory business unit field for the workbench and access the three main pages of the workbench.

Advanced Search

Click this link to display the extended list of search criteria fields for this page. These search criteria help you find the demand lines and shipping containers to be displayed in the Select for Processing group box.

For a complete list of the search criteria field definitions, see the Common Elements Used in This Section within the Using the Delivery Management Workbench section.

See Common Elements Used in This Section.

Basic Search

Click this link to display the basic search criteria fields for this page. These search criteria help you find the demand lines and shipping containers to be displayed in the Select for Processing group box.

For a complete list of the search criteria field definitions, see the Common Elements Used in This Section within the Using the Delivery Management Workbench section.

See Common Elements Used in This Section.

Search

Click this button to initiate a search for demand lines and shipping containers. The system retrieves the shipping containers that are associated to demand lines that match your search criteria. To re-display the search dialog after your initial search, expand the Demand/Container Search Criteria group box.

Clear

Click this button to erase all values in the search criteria fields so that you can create enter new criteria.

Demand Action

Perform a delivery action by selecting one or more demand lines or shipping containers, entering a value in this field, and clicking the Save button. Once you have saved the page, you are transferred to the Delivery Management Workbench- Deliveries page where you can view the new or altered deliveries. The demand actions are:

• Assign and Consolidate: The system assigns the selected demand lines and shipping containers to existing deliveries or to new deliveries as necessary and consolidates deliveries according to the delivery key configuration defined for the PeopleSoft Inventory business unit.

• Assign to Existing Delivery: The system assigns the selected demand lines and shipping containers to existing delivery IDs matching the demand values to the delivery according the delivery key configuration defined for the PeopleSoft Inventory business unit.

• Create Deliveries: The system creates new deliveries for the selected demand lines and shipping containers according to the delivery key configuration for the PeopleSoft Inventory business unit.

• Remove from Delivery: The system removes the selected demand lines and shipping containers from their assigned deliveries.

Message Log

Click to access the Delivery Management Workbench- Message / Error Log page where you can view errors from delivery creation routines generated when this page is saved. This link displays only if there are errors to be viewed.

Select the Clear icon to erase any errors on the Delivery Management Workbench- Message / Error Log page.

Demand Lines

The Demand Lines group box displays independent demand lines that match the search criteria. The Demand Data tab shows relevant information about the demand line, including; Ship To customer ID, item ID, and item description. If a demand line is already assigned to a delivery, then the Delivery ID is displayed; click the Delivery ID link to access the Delivery Management Workbench- Manage Delivery page where you can view the details of this delivery. Click the Order Key link to access the Stock Request inquiry page where you can view the details for this demand line and each demand line in the order. The Shipping Info tab shows the carrier ID, ship via code, scheduled ship date, and the current fulfillment state for the demand line.

Shipping Containers

The Shipping Containers group box displays shipping containers that contain demand lines matching your search criteria. The Container Data tab displays relevant container information like container dimensions, Ship To customer ID, and Ship To location. If a shipping container is already assigned to a delivery, then the Delivery ID is displayed; click the Delivery ID link to access the Delivery Management Workbench- Manage Delivery page where you can view the details of this delivery. On the Shipping Info tab, the system displays general shipping and freight information for the container such as carrier ID, ship via code, scheduled ship date, freight amount, and tracking number.

Add a Delivery

Click this button to add a new delivery using this page. This button is available when the page is in the Update a Delivery mode.

Update a Delivery

Click this button to work with an existing delivery on this page. This button is available when the page is in the Add a Delivery mode.

Deliveries

Select this link to access the Delivery Management Workbench- Deliveries page where you can work with one or more deliveries.

Demand / Container Activities

Select this link to access the Delivery Management Workbench- Demand / Container Activities page where you can view demand lines and shipping containers.

Return to Menu

Select this link to access the Delivery Management Workbench- Workbench Navigation Menu page where you can change the PeopleSoft Inventory business unit field for the workbench and access the three main pages of the workbench.

Delivery ID

Select an existing delivery that you want to view, change, or perform freight calculations. The information on this page relates to only one delivery. This field displays the value of NEXT when creating a new delivery that has not yet been saved. For a new delivery, you can manually enter a delivery ID and the system verifies that it is unique when you save the page.

Sched Ship

Change or view the scheduled shipment date for this delivery.

Delivery Status

Displays the current status of this delivery. Using this field, the status can be changed.

For details on each delivery status, see the delivery status field in the IN_DELIVERY table defined in the Setting Up Delivery Management and Freight Calculations chapter.

See Using PeopleSoft Tables to Store Delivery and Freight Information.

Ship Via

Change or view the Ship Via field for this delivery. Use caution when changing this field on an existing delivery since it is often defined as a delivery key fields (Inventory Definition - Business Unit Options: Delivery Management page).

Carrier ID

Change or view the carrier for this delivery. This field can be blank if you want the external third-party freight system to determine the best carrier for this delivery.

Use Preferred Freight Carrier

Select to indicate that the customer prefers a particular carrier. The values in the Use Preferred Freight Carrier field and the Carrier ID field may have defaulted from the Order Management default hierarchy (Order Groups page, the customer's General Information - Ship To Options page, Buying Agreement Form-Header Terms page, or manually entered on the sales order).

Route Code

View the route code assigned to this delivery.

Load ID

View the load ID for this delivery.

Manage Loads

Click to access the Manage Loads page where you can review or create shipment loads for orders. You can assign demand lines to newly created loads or you can define the load parameters and then make the actual assignments at other points in the fulfillment process.

See Managing Loads.

Ship To and Ship To Loc

View the Ship To Customer ID and Ship To Location (customer address sequence number) assigned to this delivery.

Packing Session

Click to access the Packing Session component where you can:

• Place demand lines into new or existing shipping containers.

• Override freight amounts.

• Override weight and volume for shipping containers.

See Packing Stock Into Shipping Containers.

Location

Enter to select orders that were entered for a particular location code. Location codes represent the business unit's address, a branch office, or shipping office. Location codes are defined on the Location Definition page (Set Up Financials/Supply Chain, Common Definitions, Location, Location). Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Deliveries restricted to order

Select this check box to restrict the demand lines of this delivery to only one sales order.

Maintain Packages

Click this link to access the Packages page of the Delivery Management Workbench where you can review existing packages that are part of this delivery or enter new packages.

See Using the Delivery Management Workbench- Packages Page.

Freight Rate Status

Displays the current state of the freight process from the Freight Status field in the IN_DELIVERY table. The options are:

• None: No communication to the third-party freight provider system.

• Requested: A freight rate request has been sent to the third-party freight provider system. You can change this status to None when cancelling a freight request.

• Received: The third-party freight provider has responded to the freight request and the delivery has been updated.

Freight Amount

Displays the current freight amount assigned to this delivery. This value can be manually overridden. If a manual entry is made in this field, then the Freight Charge Override check box is automatically selected.

Calculate Freight

Click the Calculate Freight link to calculate freight for this delivery. If the freight calculation method for the delivery is internal, the system performs the PeopleSoft internal freight calculation and assign the freight amount to the delivery. If the freight calculation method for the delivery is external, the system transfers you to the Freight Management page where you can select freight processing options and initiate a transaction request to the external third-party freight system.

Manifest Status

Displays the current state of the manifest process from the Manifest Status field in the IN_DELIVERY table. The options are:

• None: Manifest process not performed by the third-party freight provider system.

• Requested: A freight rate request and a manifest action has been sent to the third-party freight provider system. You can change this status to None when cancelling a request.

• Received: The third-party freight provider has responded to the freight request and manifest action. The delivery has been updated.

Freight Charge Override

Select this check box to use the value entered in the Freight Amount field as an override. The freight routines do not change your override freight amount.

Note. The inbound EIP transactions do not update your freight amount when this check box is selected.

Auto-Freight

Click this button to have the system perform best-way freight calculation for an externally-freighted delivery and perform the internal freight calculation for an internally-freighted delivery. The freight is assigned to the delivery depending on the freight calculation performed.

Freight Committed for Billing

Select this check box to indicate that the freight on this delivery is ready to be processed by PeopleSoft Billing and by PeopleSoft Cost Management. If this check box has already been checked then the freight on this delivery is ready to be processed or has been processed by PeopleSoft Billing and Cost Management. This check box sets the value in the Commit Freight for Billing field of the IN_DELIVERY table.

Freight Rollup

Select an option to determine which freight amounts to be used. This option applies to both internal and external freight calculations as well as to manual freight entered at the package or shipping container levels. Freight amounts can be received from the external third-party freight system at the delivery-level or at a lower-level. The options are:

• Delivery: Receive the delivery-level freight amounts from the external third-party freight system or the internal PeopleSoft freight calculator. This amount is stored at the delivery level in the PeopleSoft delivery ID. For the internal PeopleSoft freight calculator you must select this option since the internal system only calculates freight at the delivery level.

• Rollup: Receive the freight amounts from the external third-party freight system that are stored at the package or shipping container levels. You could manually enter freight amounts at the package or container level. The PeopleSoft system combines all of the freight amounts for every package and shipping container within the delivery and stores the total at the delivery level in the PeopleSoft delivery ID.

Depending on your external third-party freight system, freight amounts could be received at the delivery-level, shipping container level, package level, or all levels.

See Receiving Freight Charges.

Reverse Freight

Click this button to reverse the post-ship actions for the delivery, including clearing out any tracking numbers and freight amounts. Certain restrictions apply when attempting to reverse the Complete Deliveries and Commit Freight for Billing post-ship actions. If any demand lines for the delivery have already been depleted, the complete deliveries post-ship action cannot be reversed. If any freight amount for the delivery has already been sent to PeopleSoft Billing or PeopleSoft Cost Management, then the commit freight for billing post-ship action cannot be reversed.

Freight Terms

Enter a freight terms code to override the default freight terms code. This override value is applied to the entire delivery.

The freight terms code determines whether the buyer or the seller pays the freight. If the buyer pays the freight, then freight charges are passed to PeopleSoft Billing. If the seller pays the freight, then charges do not pass to PeopleSoft Billing. Keep in mind that the Freight Bill Type field determines which freight amounts are passed to PeopleSoft Billing; the amounts calculated at order entry or the amounts calculated during shipping.

Freight Charge Method

Determines how freight charges, received from the external third-party freight system or the internal PeopleSoft freight calculator, are allocated to the order-level. The freight amount is initially stored at the delivery-level in the PeopleSoft delivery ID and then prorated to the order level. You have four options: Order Quantity, Order Value, Volume, and Weight.

See Applying Freight Charges to the Order Level.

Freight Type

View or change the freight type code to be used by the external third-party freight system. Freight types are defined at the setID level and are placed on the header level of the outbound message to the third-party provider. The freight type is also used to derive the correct service definition to send with the outbound message. Entering a value here helps to limit the values displayed for the Freight Service Definition field in this group box.

For more information about freight type codes, see the Defining External Third-Party Freight Integration chapter of this PeopleBook.

See Setting Up External Third-Party Freight Charges.

Freight Service Definition

View or override the freight service definition for this delivery.

The freight service definition provides a way to cross-reference the third-party freight service with the PeopleSoft carrier and ship-via combinations. The Automated Service Option check box on the Setup Fulfillment- Delivery/Freight page determines if this PeopleSoft Inventory business unit uses the freight service definition with the third-party integration. Some third-party providers require it. Freight service definitions are defined at the setID level using the Maintain Freight Services page. The freight service definition code is based on the services provided by the third-party provider. Each freight service definition is associated with a combination of carrier ID, ship via code, and freight type in the PeopleSoft system.

For more information about freight service definitions, see the Defining External Third-Party Freight Integration chapter of this PeopleBook.

See Setting Up External Third-Party Freight Charges.

Freight Ref Num (freight reference number)

Enter data in this free form reference field. The value entered here is stored at the delivery level. If a freight reference number is returned on the freight response then it is stored in this field.

Pro Number

Enter a pro number to be applied as an override to the entire delivery. This entry overrides any previously entered value on an individual demand line.

Override Weight and Override Volume

If using the internal PeopleSoft freight calculator, these override fields can be used as the weight and volume for the delivery.

If using an external third-party freight provider, these override fields are sent out to the third-party freight system at the header level of the outbound transaction. These fields can be updated by the third-party system using the inbound freight response transaction.

Total Pieces

Enter the number of pieces within the delivery. This is a memo-only field that is passed to the third-party providers system on the header level of the outbound transaction.

Remove from Delivery

Click this button to remove selected demand lines or shipping containers from this delivery.

Validate Delivery

Click this button to verify that the demand lines assigned to the delivery are valid for this delivery definition and that the demand line values correctly match the delivery values according to the delivery key configuration for this PeopleSoft Inventory business unit.

Message Log

Click to access the Delivery Management Workbench- Message / Error Log page where you can view errors from delivery creation routines generated when this page is saved. This link displays only if there are errors to be viewed.

Select the Clear icon to erase any errors on the Delivery Management Workbench- Message / Error Log page.

Add to Delivery

Click this button to add the selected items to the delivery displayed on this page. This button moves the selected demand lines and shipping containers in this group box to the Assigned to Delivery group box.

Get Demand Lines / Containers

Click this link to access the Delivery Management Workbench- Demand / Container Selection page where you can enter search criteria for demand lines and shipping containers that you want to display in the Unassigned to Delivery group box.

Sel

Select this check box to add the row to the delivery displayed on this page. After selecting one or more rows, click the Add to Delivery button.

Delivery ID

Displays no value if the demand line or shipping container is not currently assigned to a delivery. The demand line or shipping container is in a delivery if a delivery ID is displayed in this field.

Status

Displays the status of the delivery for this demand line or shipping container. If the row is not assigned to a delivery, then the system displays the value of Unassigned.

Source Key

Displays the demand source and source business unit of this demand line or shipping container.

Order Key

Displays the order number, line number, shipment schedule number, and demand line number for this row. Click this link to access the Stock Request inquiry page where you can view the details for this demand line and each demand line in the order.

Ship Cntr ID

Displays the ID for the shipping container. Click this link to access the Shipping Container Detail page where you can view the details of this container.

State

Displays the demand fulfillment state of the demand line.

Shipping Info

On the Shipping Info tab, the system displays general shipping and freight information for demand lines or shipping containers.

Refresh Totals

Click this button to recalculate the following fields: Total Package Weight, Total Package Volume, and Total Freight.

Type

(optional) Enter a container type (Inventory, Maintain Containers, Container Types) to populate the dimensions of this package based on the shipping parameters of the container type.

Freight Chrg(freight charge)

View or override the current freight amount assigned to this package.

Freight Charge Override

Select this check box to use the value entered in the Freight Chrg field as an override. The freight routines do not change your override freight amount.

Note. The inbound EIP transactions do not update your freight amount when this check box is selected.

Freight Charge Override

Select this check box to use the value entered in the Freight Amount field as an override. The freight routines do not change your override freight amount.

Note. The inbound EIP transactions do not update your freight amount when this check box is selected.

Comm Ship Date(committed shipment date)

Displays the committed shipment date returned by the third-party freight system.

Comm Arrv Date(committed arrival date)

Displays the committed arrival date returned by the third-party freight system.

Freight Ref Num (freight reference number)

Enter data in this free form reference field. If a freight reference number is returned on the freight response then it is stored in this field at the package level.

Tracking Number

Displays the tracking number for this package.

Link to Package Label

Click this link to access the third-party website where you can view and print the packing label for this package.

Freight Management

IN_FRT_MAINT

• From the Delivery Management Workbench-Deliveries page, select one or more delivery IDs and click the Calculate Freight link.

• From the Delivery Management Workbench-Manage Delivery page, click the Calculate Freight link.

This page gives the user the option to select freight processing options for the external third-party freight request.

Freight Results

IN_FRT_RESULT_SP

• Select one or more deliveries on the Freight Management page and click the Preview Freight button.

• Select the Auto-Freight button on the Delivery Management Workbench- Deliveries page. You are transferred here is you have an error.

• Select the Auto-Freight button on the Delivery Management Workbench- Manage Delivery page. You are transferred here if you have an error.

View freight results sent by the external third-party freight system or view any error messages when the integration fails. This page displays information sent by the external third-party system including freight amounts, the committed shipment date and the committed arrival date. For the delivery, the freight service definition, carrier, ship via code, shipping weight, shipping volume, and the total number of pieces are also displayed.

Freight Results Detail

IN_FRT_RSLT_DTL_SP

Click the Details button on the Freight Results page.

View the details of the freight results sent by the external third-party system including total freight and shipping weight for the delivery. The details of each package or shipping container are displayed including; freight amounts, shipping weights, shipping volume, dimensions, and freight reference numbers. If the integration fails, this page displays detailed information about the error message.

Freight Options

Select one of the following freight options to request freight from an external third-party freight system:

• Shop For Rates: Rate shopping enables you to preview and choose which freight carrier and charges to use on the delivery based on the choices retrieved from the third-party freight provider. This method displays the freight choices on the Freight Results page for you to view, evaluate, and select the best choice for your needs.

• Best Way: The PeopleSoft system sends a best way request to the third-party provider system and the third-party provider returns only one freight choice per delivery ID. You can preview this choice using the Freight Results page. Use the Best Way group box to choose the best way option. The best way options are least cost or by commit date.

• Use Specified Carrier: The PeopleSoft system sends a request with a specific carrier ID to the third-party provider system and the third-party provider returns only freight choices from the specified carrier. This method displays the freight choices on the Freight Results page for you to view, evaluate, and select the best choice.

• Best Way if blank carrier ID Select this check box to enable the third-party freight system to return freight results when the carrier ID field is blank on a delivery that uses the Use Specified Carrier freight option. If the PeopleSoft system sends a delivery using the Use Specified Carrier freight option and the delivery does not have a carrier ID assigned to it, then the Best Way freight option is used.

Best Way

If you have selected Best Way in the Freight Options group box, then use this group box to choose your best way option:

• Least Cost: The third-party freight system selects and returns the freight service with the least cost.

• By Commit Date: The third-party freight system selects and returns the freight service that best matches the scheduled ship date.

External Manifest

Select this check box to instruct the external third-party freight system to create or update shipping manifests for the individual carriers. Label URL references and tracking numbers for the selected deliveries, containers, and packages, is sent to the PeopleSoft system and maintained with the shipping history information. In order to use external manifest all of the demand lines in the delivery must be in the fulfillment state of Shipped. A freight option of Best Way or Use Specified Carrier must be selected to perform external manifesting.

Complete Delivery

Select this check box to set the status of the delivery to Complete Delivery which indicates that all fulfillment steps for the delivery are complete and all demand lines in the delivery are ready to be depleted using the Deplete On Hand Qtys process. If the PeopleSoft Inventory business unit is using deliveries, the Deplete On Hand Qtys process only pick ups demand lines that are on a delivery with the Complete Delivery status.

Commit Freight for Billing

Select this check box to indicate that the freight on this delivery is ready to be processed by PeopleSoft Billing and by PeopleSoft Cost Management.

Preview Freight

Click this button to send a transaction request to the external third-party freight system using the synchronous Inventory Freight Rate Request EIP. The third-party freight system sends freight results based on your selection in the Freight Options group box.

See Receiving Freight Data from the Third-Party Freight System.

Process Freight with Post-Ship Actions

Click this button to send a transaction request to the external third-party freight system including any selected post ship actions such as external manifest. This button uses the synchronous Inventory Freight Ship Request EIP if you have selected the External Manifest check box on this page. If you have not selected the External Manifest check box, then this button uses the synchronous Inventory Freight Rate Request EIP. The third-party freight system sends freight results based on your selection in the Freight Options group box. In order to use this button, you must select a best way or specific carrier Freight Option. The system returns only one freight choice and updates the delivery with the freight information in addition to performing the selected post ship actions.

See Receiving Freight Data from the Third-Party Freight System.

Carrier ID

Displays the carrier. This field can be changed if you have selected the Use Specific Carrier freight option on this page.

Freight Type

View the freight type code used by the external third-party freight system. Freight types are defined at the setID level and are placed on the header level of the outbound message to the third-party provider. The freight type is also used to derive the correct service definition to send with the outbound message. The freight type code helps to limit the values displayed for the Freight Service Definition field in this group box.

For more information about freight type codes, see the Defining External Third-Party Freight Integration chapter of this PeopleBook.

See Setting Up External Third-Party Freight Charges.

Freight Service Definition

View or override the freight service definition for this delivery.

The freight service definition provides a way to cross-reference the third-party freight service with the PeopleSoft carrier and ship-via combinations. The Automated Service Option check box on the Setup Fulfillment- Delivery/Freight page determines if this PeopleSoft Inventory business unit uses the freight service definition with the third-party integration. Some third-party providers require it. Freight service definitions are defined at the setID level using the Maintain Freight Services page. The freight service definition code is based on the services provided by the third-party provider. Each freight service definition is associated with a combination of carrier ID, ship via code, and freight type in the PeopleSoft system.

For more information about freight service definitions, see the Defining External Third-Party Freight Integration chapter of this PeopleBook.

See Setting Up External Third-Party Freight Charges.

External Manifest

Select this check box to instruct the external third-party freight system to create or update shipping manifests for the individual carriers. Label URL references and tracking numbers for the selected deliveries, containers, and packages, are sent to the PeopleSoft system and maintained with the shipping history information. In order to use external manifest all of the demand lines in the delivery must be in the fulfillment state of Shipped. A freight option of Best Way or Use Specified Carrier must be selected to perform external manifesting.

Complete Delivery

Select this check box to set the status of the delivery to Complete Delivery which indicates that all fulfillment steps for the delivery are complete and all demand lines in the delivery are ready to be depleted using the Deplete On Hand Qtys process. If the PeopleSoft Inventory business unit is using deliveries, the Deplete On Hand Qtys process only pick ups demand lines that are on a delivery with the Complete Delivery status.

Commit Freight for Billing

Select this check box to indicate that the freight on this delivery is ready to be processed by PeopleSoft Billing and by PeopleSoft Cost Management.

Process Freight with Post-Ship Actions

Click this button to send a transaction request to the external third-party freight system including any selected post ship actions such as external manifest. The third-party freight system sends freight results based on your selection in the Freight Options group box on the Freight Results page.

Process Deliveries/Freight

RUN_IN_FULFILL_DEL

Inventory, Fulfill Stock Orders, Process Deliveries/Freight

Enter search criteria and run the IN_FUL_DEL application engine process.

Process Deliveries/Freight

RUN_OM_DEL_FRT

Order Management, Quotes and Orders, Process Orders, Process Deliveries/Freight

Enter search criteria and run the OM_DEL_FRT application engine process.

Validate Delivery

Select an option to validate the deliveries in this process run. The process confirms that the attributes of the delivery and the demand lines that are assigned to the delivery are still valid. The process looks for demand lines on the delivery that do not match the values in the delivery key fields defined on the Inventory Definition - Business Unit Options: Delivery Management page used to build a delivery. For example, if the carrier ID must be the same for all demand lines on the delivery but not all the demand lines have the same carrier ID, then the process produces an error. The process also recalculates the total weight and volume.

The options are:

• Do Not Validate: Do not use this option.

• Reassign/Consolidate: The process validates the deliveries and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The process creates new deliveries as needed. Before removing any demand lines from a delivery, the process first verifies that the action is allowed based on the processing rules. The processing rules prevent the removal and reassignment of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

• Validate Only: The process only validates the demand lines and deliveries. If demand lines are invalid for a delivery, then a message is written to the process log. It does not assign or remove any demand lines from deliveries. Use the Delivery Management Workbench to reassign any demand lines.

• Validate/Assign to New: The process validates the deliveries and places any unassigned demand lines onto new deliveries. The process creates new deliveries as needed. Unassigned demand lines are not placed onto existing deliveries. If demand lines are invalid for an existing delivery, then a message is written to the process log. It does not remove any demand lines from deliveries. Use the Delivery Management Workbench to remove and reassign any demand lines.

• Validate/Auto Assign All: This option is similar to the Validate/Auto Assign Open option except that invalid demand lines can be removed from deliveries in both the open and closed status. The process validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open or closed status. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

• Validate/Auto Assign Open: The process validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The process creates new deliveries as needed. Before adding or removing any demand lines from a delivery, the process first verifies that the action is allowed based on the processing rules. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

Business Unit and To Business Unit

If this run control should process one PeopleSoft Inventory business unit, enter the unit in the Business Unit field. If you want to process a range of business units, enter the starting unit in the Business Unit field and the ending business unit in the To Business Unit field. The system processes all PeopleSoft Inventory business units, sorted in alphanumerical order, that fall between the starting and ending unit.

All Business Units

Select this check box to process all PeopleSoft business units in this run control.

Fulfillment State

Choose the demand fulfillment states of the demand lines to be selected.

Ship by Date

Choose the date to select demand lines. Values are:

• Order Date: Select to process orders based on the order date. Enter a date range in the Date From and To fields.

  For just one specific date, use theDate From field only.

• Orders Placed Today: Select to process orders entered in the system today.

• Schedule Date: Select to process orders based on a the scheduled shipment date defined on the order demand line.

  Enter a date range in the Date From and To fields.

  For just one specific date, use theDate From field only.

• Ship Early Date: Select to process orders based on the Earliest Ship Date field of the order demand line.

  Enter a date range in the Date From and To fields. For just one specific date, use the Date From field only.

Date From and To

Enter the dates to retrieve orders or demand lines. This is based on the entry in the Ship by Date field.

Demand Source

Enter the PeopleSoft application where the demand lines originated.

Source Unit

Enter the business unit where the demand lines originated. For sales orders, this is the PeopleSoft Order Management business unit. For material stock requests, this is the PeopleSoft Inventory business unit.

Order Number and To

Enter the order number or range of order numbers to be processed. The order can be a sales order from PeopleSoft Order Management or a material stock request from PeopleSoft Inventory. If you enter a range of orders using the Order Number and To fields, then the system processes all orders, sorted in alphanumerical order, that fall between the starting and ending order numbers.

Order Line and Schedule Line

Enter the line number and schedule line number of the order number specified above.

Ship ID

Enter the shipping ID to select orders using a previously assigned shipping ID.

Delivery ID and To Delivery ID

Leave this field blank if you are creating a new delivery with this process. If this run control should process one existing delivery, enter the delivery ID in the Delivery ID field. If you want to process a range of deliveries, enter the starting delivery ID in the Delivery ID field and the ending delivery ID in the To Delivery ID field. The system processes all deliveries, sorted in alphanumerical order, that fall between the starting and ending IDs.

Carrier ID

Select one carrier.

Ship Via

Select one shipping method.

Route Group and Route Code

Select a particular transportation grouping and transportation route.

Customer ID

Select a particular customer.

Location

Enter to select orders that were entered for a particular location code. Location codes represent the business unit's address, a branch office, or shipping office. Location codes are defined on the Location Definition page (Set Up Financials/Supply Chain, Common Definitions, Location, Location). Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Ship To Customer and Address Number

Select a Ship To Customer ID and address.

Pick Batch ID and To

Select a pick batch ID or a range of pick batch IDs assigned by the Order Release process.

Pick Line and To

Select a pick line number within a pick batch ID or a range of line numbers.

TMS Reference ID and TMS Reference Line

Select a TMS reference ID or line number assigned during the interface to the transportation management system (TMS).

External Reference ID and External Reference Line

Select an external reference number and line. The external reference information is assigned when warehouse management system (WMS) orders are downloaded using the Shipping Order Release EIP.

Load ID

Select a single load ID.

Ship Container ID

Select a single shipping container.

Priority and To

Enter a shipping priority code or range of codes that are assigned to sales orders in PeopleSoft Order Management.

Note. Within PeopleSoft, this field is only relevant for sales orders or interunit transfers created from PeopleSoft Supply Planning. However, the field is always available for entry to support modifications and third-party integration.

Item ID

Select an item ID.

Product ID

Select a product ID from PeopleSoft Order Management.

Parent Product ID

Select a parent ID of a product kit from PeopleSoft Order Management.

Calculate Freight

Select this check box to have this process calculate freight for the selected deliveries. Depending on the delivery parameters, this process can calculate freight using either the PeopleSoft internal calculator or the integration to an external third-party freight system. For a delivery using third-party freight, selecting this check box directs the process to launch the Inventory Freight Request EIP. Freight can be calculated for the new deliveries or one or more existing delivery IDs.

Freight Type

Enter the freight type code to be used by the external third-party freight system. Freight types are defined at the setID level and used to derive the correct service definition to send with the outbound message to the third-party provider.

Freight Options

Select one of the following freight options to request freight from an external third-party freight system:

• Best Way: The PeopleSoft system sends a best way request to the third-party provider system and the third-party provider returns only one freight choice per delivery ID. Use the Best Way group box to choose the best way option. The best way options are least cost or by commit date.

• Use Specified Carrier: The PeopleSoft system sends a request with a specific carrier ID to the third-party provider system and the third-party provider returns only freight choices from the specified carrier.

• Carrier with Best Way: Select this option to enable the third-party freight system to return freight results when the carrier ID field is blank on a delivery that uses the Use Specified Carrier freight option. If the PeopleSoft system sends a delivery using the Use Specified Carrier freight option and the delivery does not have a carrier ID assigned to it, then the Best Way freight option is used.

Best Way

If you have selected Best Way or Carrier with Best Way in the Freight Options group box, then use this group box to choose your best way option:

• Least Cost: The third-party freight system selects and returns the freight service with the least cost.

• By Commit Date: The third-party freight system selects and returns the freight service that best matches the scheduled ship date.

Complete Delivery

Select this check box to set the status of the delivery to Complete Delivery which indicates that all fulfillment steps for the delivery are completed and all demand lines in the delivery are ready to be depleted using the Deplete On Hand Qtys process. If the PeopleSoft Inventory business unit is using deliveries, the Deplete On Hand Qtys process only pick ups demand lines that are on a delivery with the Complete Delivery status.

Commit Freight for Billing

Select this check box to indicate that the freight on this delivery is ready to be processed by PeopleSoft Billing and by PeopleSoft Cost Management.

External Manifest

Select this check box to instruct the external third-party freight system to create or update shipping manifests for the individual carriers. Label URL references and tracking numbers for the selected deliveries, containers, and packages, are sent to the PeopleSoft system and maintained with the shipping history information. In order to use external manifest all of the demand lines in the delivery must be in the fulfillment state of Shipped. A freight option of Best Way or Use Specified Carrier must be selected to perform external manifesting.

Resend Requested Freight

Select this check box to re-send deliveries that are in a Requested status. Use this option if you had a problem with the original EIP transaction and you want to send the transaction again.

Resend Received Freight

Select this check box to re-freight a delivery that has already been freighted. Normally, this process selects deliveries that have not yet been sent for freighting.

Validate Delivery

Select an option to validate the deliveries in this process run. The process confirms that the attributes of the delivery and the demand lines that are assigned to the delivery are still valid. The process looks for demand lines on the delivery that do not match the values in the delivery key fields defined on the Inventory Definition - Business Unit Options: Delivery Management page used to build a delivery. For example, if the carrier ID must be the same for all demand lines on the delivery but not all the demand lines have the same carrier ID, then the process produces an error. The process also recalculates the total weight and volume.

The options are:

• Do Not Validate: Do not use this option.

• Reassign/Consolidate: The process validates the deliveries and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The process creates new deliveries as needed. Before removing any demand lines from a delivery, the process first verifies that the action is allowed based on the processing rules. The processing rules prevent the removal and reassignment of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

• Validate Only: The process only validates the demand lines and deliveries. If demand lines are invalid for a delivery, then a message is written to the process log. It does not assign or remove any demand lines from deliveries. Use the Delivery Management Workbench to reassign any demand lines.

• Validate/Assign to New: The process validates the deliveries and places any unassigned demand lines onto new deliveries. The process creates new deliveries as needed. Unassigned demand lines are not placed onto existing deliveries. If demand lines are invalid for an existing delivery, then a message is written to the process log. It does not remove any demand lines from deliveries. Use the Delivery Management Workbench to remove and reassign any demand lines.

• Validate/Auto Assign All: This option is similar to the Validate/Auto Assign Open option except that invalid demand lines can be removed from deliveries in both the open and closed status. The process validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open or closed status. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

• Validate/Auto Assign Open: The process validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The process creates new deliveries as needed. Before adding or removing any demand lines from a delivery, the process first verifies that the action is allowed based on the processing rules. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

Perform Freight

Select this check box to have this process calculate freight for the selected deliveries. Depending on the delivery parameters, this process can calculate freight using either the PeopleSoft internal calculator or the integration to an external third-party freight system. For a delivery using third-party freight, selecting this check box directs the process to launch the Inventory Freight Request EIP. Freight can be calculated for the new deliveries or one or more existing delivery IDs.

Resend Requested Freight

Select this check box to re-send deliveries that are in a Requested status. Use this option if you had a problem with the original EIP transaction and you want to send the transaction again.

Resend Received Freight

Select this check box to re-freight a delivery that has already been freighted. Normally, this process selects deliveries that have not yet been sent for freighting.

Process Request Parameters

Use the search criteria fields in this group box to identify the demand lines or deliveries to be picked up by this process.

Asynchronous Services

IB_MONITOR_OVRVIEW

PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Asynchronous Services.

System administrators use the Service Operations Monitor to monitor asynchronous service operations information, node status, queue status, manage domains and more.

Synchronous Services

AMM_SYNCMSGLIST

PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Synchronous Services.

System administrators use the Service Operations Monitor to monitor synchronous service operations information, node status, queue status, manage domains and more.

Fulfillment Requests

BCT_INV_REQFUL

SCM Integrations, Process Transactions, Inventory, Fulfillment Requests

Establish run control parameters for the Fulfillment Requests process to retrieve the transaction requests from the staging tables, process them, and apply them to the PeopleSoft tables. The transaction code 0380 (Freight) processes freight rates, carrier assignments, tracking numbers, and label URL references received from the third-party freight system. One message can have multiple transactions. Each transaction is one delivery and is assigned a separate BCT CTL ID (batch control ID).

Transaction Maintenance

BCT_CTL_UPD

SCM Integrations, Transaction Error Handling, Maintain Transactions

View all transaction requests in the transaction log (inbound staging tables) and access the detail pages that enable you to correct transaction errors. For data received from third-party freight systems, select Freight Request in the Transaction field and click the Search button.

Transaction Maintenance- Freight

BCT_INV_UPD_FRT

Click the EIP Control ID link on the Transaction Maintenance page.

View data received from a third-party system for one delivery ID. Each EIP Control ID (BCT CTL ID) is a separate delivery. Using this page, you can view the status of an individual delivery and view any error messages found during the Fulfillment Requests process.

Transaction Maintenance- Freight: Shipments

BCT_FRT_SHP_SP

Click the Shipments link on the Transaction Maintenance- Freight page.

Displays the individual shipments within this transaction request. You can view or edit fields related to this shipment; such as, freight amount and scheduled arrival date.

Transaction Maintenance- Freight: Packages

BCT_FRT_PKG_SP

Click the Packages link on the Transaction Maintenance- Freight: Shipments page.

Displays the packages within the delivery. You can view or edit information about each package including freight amount, tracking number, shipping weight, and shipping volume.

Transaction Code

Enter the transaction code 0380 (Freight) to launch the Inbound Freight application engine and retrieve freight information from the staging tables.

Freight Rollup Flag

Determines which freight charges are picked up and applied to the delivery in the Freight Amount field of the IN_DELIVERY_FRT table. The options are:

• Delivery Freight: The freight amount calculated at the delivery level by the external system should be stored at the delivery-level in PeopleSoft. This amount is used for billing and costing.

• Rollup Packages/Containers: (external system only) The freight amounts calculated by the external system at the shipping container and package levels should be summed and stored at the delivery-level in PeopleSoft. This total is used for billing and costing.

• Default from Delivery: or blank field: The system uses the Freight Rollup value already defined on the delivery.

See Receiving Freight Charges.

Maximum Retries

Enter the number of times to attempt the freight transaction before setting it to an error status. This option is used in environments that are posting both shipping and freight transactions for the same delivery. For a specific delivery, if the freight manifest transaction processes before the shipment transaction then the freight transaction will error. This option is used to prevent the freight transaction from going to an error status until the maximum number of retries.

Complete Delivery

Select this check box to set the status of the delivery to Complete Delivery which indicates that all fulfillment steps for the delivery are complete and all demand lines in the delivery are ready to be depleted using the Deplete On Hand Qtys process. If the PeopleSoft Inventory business unit is using deliveries, the Deplete On Hand Qtys process only pick ups demand lines that are on a delivery with the Complete Delivery status.

Commit Freight for Billing

Select this check box to indicate that the freight on this delivery is ready to be processed by PeopleSoft Billing and by PeopleSoft Cost Management.

Unit

Select the Inventory business unit for your search.

Transaction

Select the type of transaction to be viewed in your search results. Leave the field blank to view all transaction types within an Inventory business unit. Use the value Freight to view transaction requests bringing freight data from a third-party freight system.

Status

Select the status of the transaction requests to be viewed in your search results. Leave the field blank to select all statuses. Your options are:

• New

• In Process

• Complete

• Error

• Reprocess

Search

Click the search button to display results in the Transaction Details group box.

EIP Control ID

When displaying a Freight Request transaction, click this link to access the Transaction Maintenance- Freight page.

Trans Code and Description

Displays the transaction code and description for the transaction request.

Status

Displays the current status of the transaction request. You can edit this field and change the status.

The rules for changing a transaction status are:

• The statuses of New, Error, or Reprocess can be changed to the status of Complete. This cancels all lines in the transaction.

• The Complete, In Process, and Incomplete statuses cannot be changed.

Error

Displays the number of errors within the transaction request.

Status

For the transaction request, this field displays the current status. The statuses are:

• Open

• Error

• Complete

• Cancel

Freight Rollup Flag

Determines which freight charges are picked up and applied to the delivery in the Freight Amount field of the IN_DELIVERY_FRT table. The options are:

• Delivery: The freight amount calculated at the delivery level by the internal or external system should be stored at the delivery-level in PeopleSoft. This amount is used for billing and costing. This option must be used for the internal PeopleSoft freight calculator.

• Rollup: (external system only) The freight amounts calculated by the external system at the shipping container and package levels should be summed and stored at the delivery-level in PeopleSoft. This total is used for billing and costing.

• Default: or blank field: The system uses the Freight Rollup value already defined on the delivery.

See Receiving Freight Charges.

Manifest

This check box is selected when a manifest action was received from the third-party freight provider system.