This chapter discusses how to:
Use the Delivery Management Workbench.
Use the Freight Request Component.
Run the Process Deliveries/Freight process.
Send freight requests to the third-party freight system.
Receive freight data from the third-party freight system.
The delivery management and freight calculation features in PeopleSoft Inventory and PeopleSoft Order Management enable you to group demand lines for shipment and apply freight charges. The freight feature applies only to sales orders and quotes from PeopleSoft Order Management. Delivery IDs are required for the freight calculation feature.
The Delivery Management Workbench enables you to:
Create deliveries.
Change or maintain existing deliveries.
Assign demand lines, shipping containers and packages to the deliveries.
Shop for freight and manifest the deliveries.
You can use the Delivery Management Workbench with the third-party freight providers or the PeopleSoft internal freight calculation.
The Delivery Management Workbench component includes the following main pages:
The Workbench Navigation Menu is the first page displayed in the workbench. From this page you can access the main pages of the workbench.
The Deliveries page enables you to 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.
The Demand / Container Activities page enables you to add or remove items from a delivery. Assign demand lines or shipping containers to an existing delivery or create a new delivery to hold them. You can also remove demand lines and shipping containers from a delivery and consolidate deliveries.
The Manage Delivery page enables you to maintain one individual 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.
The Packages page enables you to view existing packages that are part of a delivery or enter new packages. This page is accessed from the Manage Delivery page.
The Delivery Management Workbench can be accessed by:
Selecting the Delivery Workbench link on the Shipping/Issues component in PeopleSoft Inventory.
Navigating directly to the Delivery Management Workbench using the PeopleSoft menu (Inventory, Fulfill Stock Orders, Delivery Management Workbench).
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:
|
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:
|
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:
|
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. |
Page Name |
Definition Name |
Navigation |
Usage |
Delivery Management Workbench- Workbench Navigation Menu |
IN_DLV_WKBNCH_MENU |
|
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 |
|
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 |
|
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 |
|
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 |
|
View recent third-party transaction errors for the selected deliveries. |
Access the Delivery Management Workbench- Workbench Navigation Menu page (Inventory, Fulfill Stock Orders, Delivery Management Workbench).
The navigation menu page is the first page displayed in the Delivery Management Workbench. From this page in the workbench, the user can go to the three main pages of the workbench:
Delivery Management Workbench-Deliveries page
Delivery Management Workbench-Demand / Container Activities page
Delivery Management Workbench-Manage Delivery page
Business Unit |
Enter the PeopleSoft Inventory business unit. |
Delivery Activities group box
Use the Delivery Activities group box to access the Delivery Management Workbench-Deliveries page. Choose to access the basic search criteria fields or the advanced search criteria fields of the Delivery Management Workbench-Deliveries page by clicking the Basic Search link or the Advanced Search link. Use the Delivery Management Workbench-Deliveries page to search for multiple deliveries and view all deliveries selected at a summary level. 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.
Demand / Container Activities group box
Use the Demand / Container Activities group box to access the Delivery Management Workbench-Demand / Container Activities page. Choose to access the basic search criteria fields or the advanced search criteria fields of the Delivery Management Workbench-Demand / Container Activities page by clicking the Basic Search link or the Advanced Search link. The Demand / Container Activities page enables you to assign demand lines or shipping containers to an existing delivery or create a new delivery to hold them. You can also remove demand lines and shipping containers from a delivery and consolidate deliveries.
Manage Delivery group box
Use the Manage Delivery group box to access the Delivery Management Workbench-Manage Delivery page where you can add or update one individual delivery. Select Update Delivery to enter this page in update mode and maintain an existing delivery ID. Select the Add Delivery to enter this page in add mode where you can create 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.
Access the Delivery Management Workbench-Deliveries page (Inventory, Fulfill Stock Orders, Delivery Management Workbench. Select the Delivery Activities-Basic Search link or the Delivery Activities-Advanced Search link).
The Deliveries page of the Delivery Management Workbench is where you can select one or more deliveries based on various search criteria. Use this page to:
View the list of deliveries based on the results of the search. You can view delivery level information, including freight information, in a grid format.
Perform delivery and freight actions on one or more deliveries at once.
Consolidate deliveries.
Calculate freight for multiple deliveries at one time.
Choose a single delivery to perform freight calculations.
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. |
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. |
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. |
Select for Processing group box
The Select for Processing group box displays the delivery IDs that meet your selection criteria based on either the basic search or the advanced search. Use this group box to view the available deliveries and select one or more deliveries for a delivery action or freight calculation. One delivery is displayed per line in the grid. This group box contains two tabs; Shipping Info and Freight Data. On the Shipping Info tab, the system displays general shipping information for the delivery such as carrier ID and scheduled ship date. On the Freight Data tab, the system displays any existing freight charge and other freight information for each delivery.
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:
|
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. |
Access the Delivery Management Workbench-Demand / Container Activities page (Inventory, Fulfill Stock Orders, Delivery Management Workbench. Click the Demand / Container Activities- Basic Search link or the Demand / Container Activities- Advanced Search).
The Demand / Container Activities page of the Delivery Management Workbench is where you can search for demand lines and shipping containers. Use this page to:
Add unassigned demand lines and unassigned shipping containers to an existing delivery.
Create a new deliver to hold the demand lines and shipping containers that you have selected on this page.
Remove demand lines or shipping containers from an existing delivery.
Consolidate deliveries.
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. |
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. |
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. |
Select for Processing group box
The Select for Processing group box displays the demand lines and shipping containers that meet your selection criteria based on either the basic search or the advanced search. The demand lines and shipping containers are displayed in two separate grids on this page.
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:
|
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. |
Access the Delivery Management Workbench-Manage Delivery page (Inventory, Fulfill Stock Orders, Delivery Management Workbench. Click the Manage Delivery-Add a Delivery link or the Manage Delivery- Update a Delivery link).
The Manage Delivery page of the Delivery Management Workbench provides a place where you can view and update detailed information for a single delivery. Use this page to:
Add a new delivery.
Modify an existing delivery.
View the demand lines and shipping containers that are currently assigned to the delivery.
Add or remove demand lines and shipping containers from the delivery.
Consolidate deliveries.
Perform freight processing.
Access the Package page of the Delivery Management Workbench where you can enter detailed information about packages on the delivery.
If creating a new delivery, you have the opportunity to enter values for the delivery level information on this page depending on the delivery key fields defined on the Inventory Definition - Business Unit Options: Delivery Management page. For a new delivery, you can enter the carrier ID, scheduled ship date, and values for any other fields that are selected with the Allow New Entry in Workbench check box on the Inventory Definition-Business Unit Options: Delivery Management page. Alternatively, you can start by selecting demand lines or shipping containers to be assigned to the delivery; assigning demand or shipping containers automatically sets the delivery key values for the new delivery.
If displaying an existing delivery, demand lines and shipping containers are displayed in two separate group boxes on this page. The first group box, Assigned to Delivery, displays demand lines and shipping containers already assigned to the delivery. The second group box, Unassigned to Delivery, displays unassigned demand lines or shipping containers that were retrieved from your search criteria.
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:
|
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. |
Freight group box
You can override and manually enter freight amount and other freight information in the freight group box.
Freight Rate Status |
Displays the current state of the freight process from the Freight Status field in the IN_DELIVERY table. The options are:
|
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:
|
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:
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. |
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 Overrides group box
Click the Expand Section icon to display the Freight Overrides group box. Use this group box to change freight settings for this delivery before calculating freight.
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. |
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. |
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. |
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. |
More Delivery Data group box
Click the Expand Section icon to display the More Delivery Data group box. This group box displays customer address information, item and product information. In addition, this group box also enables you to override calculated weight and volume of this delivery.
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. |
Assigned to Delivery group box
The Assigned to Delivery group box displays demand lines and shipping containers already assigned to the delivery.
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. |
Unassigned to Delivery group box
The Unassigned to Delivery group box displays demand lines and shipping containers for which you have recently searched. This grid is empty the first time you display this page, because you first have to search for demand lines or shipping containers to assign to this delivery. In this grid, you can select one or more unassigned demand lines or shipping containers and assign them to this delivery.
To assign demand lines or shipping containers to a delivery, search for the demand lines and shipping containers by clicking Get Demand Lines / Containers link to access the Demand / Container Selection page in the Delivery Management Workbench . Enter your search criteria and search. The demand lines and shipping containers matching your search criteria are displayed in the Unassigned to Delivery grid on this page. Select the demand lines or shipping containers you want to assigned and click the Add to Delivery button. The demand lines and shipping containers are moved to the Assigned to Delivery grid.
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. |
Common Fields in the Assigned to Delivery group box and the Unassigned to Delivery group box
The following fields are located in both the Assigned to Delivery group box and 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. |
Access the Delivery Management Workbench- Demand / Container Selection page (Select the Get Demand Lines / Containers link on the Delivery Management Workbench-Manage Delivery page).
Enter search criteria for 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.
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.
Access the Delivery Management Workbench- Packages page (Click the Maintain Packages link on the Delivery Management Workbench-Manage Delivery page).
The Packages page enables you to view existing packages that are part of a delivery or enter new packages. This page is accessed from the Manage Delivery page. Packages are defined either manually by the user or can be returned from the third-party freight provider. If one or more packages is assigned to a delivery, it is assumed that all loose demand for the delivery is in one of the assigned packages.
Refresh Totals |
Click this button to recalculate the following fields: Total Package Weight, Total Package Volume, and Total Freight. |
Package Data tab
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. |
Shipping Data tab
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. |
Package Label tab
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. |
Access the Delivery Management Workbench- Message / Error Log page (click the Message Log link on the Delivery Management Workbench- Deliveries page).
Use the Delivery Management Workbench- Message / Error Log page to view errors from delivery creation routines generated when the Delivery Management Workbench is saved.
This section discusses the Freight Request component where you can set parameters and calculate freight amounts using an external third-party freight system.
The Freight Request Component can be accessed by selecting the Calculate Freight button on the:
Order Entry Form in PeopleSoft Order Management
Delivery Management Workbench.
Page Name |
Definition Name |
Navigation |
Usage |
Freight Management |
IN_FRT_MAINT |
|
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 |
|
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. |
Access the Freight Management page (From the Delivery Management Workbench-Deliveries page, select one or more delivery IDs and click the Calculate Freight link).
The Freight Management page enables you to:
View current delivery information.
Set parameters for the integration to the external third-party system.
Launch either the Inventory Freight Rate Request EIP or the Inventory Freight Ship Request EIP.
Post ship actions within the Post Ship Actions group box cannot be performed until all demand lines have been shipped.
Freight Options |
Select one of the following freight options to request freight from an external third-party freight system:
|
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:
|
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. |
Deliveries Group Box
The Deliveries group box displays information about the deliveries and the results 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. |
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. |
Access the Freight Results page (Select one or more deliveries on the Freight Management page and click the Preview Freight button).
Use this page to review freight results sent by the external third-party freight system or view any error messages if 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.
If you are using the Shop For Rates freight option, then this page displays all freight services returned by the third-party system.
If you are using the Best Way freight option and get an error, then the page also displays all freight services returned by the third-party freight system.
Select an option and click the Return button.
Freight / Post-Ship Actions group box
Use the Freight / Post-Ship Actions group box to select options and launch another transaction request to the external third-party freight system using synchronous Inventory Freight Ship Request EIP. The Post-ship actions cannot be performed until all demand lines have been shipped or depleted.
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. |
Access the Freight Results Detail page (Click the Details button on the Freight Results page).
Use the Freight Results Detail page to view the details of the freight results sent by the external third-party system including package level details. The details of each packages or shipping containers 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.
The Process Deliveries/Freight process pages enables you to:
Create deliveries.
Change or maintain existing deliveries.
Assign demand lines, shipping containers and packages to the deliveries.
Calculate internal PeopleSoft freight charges.
Request external carrier assignments, freight rating, and manifesting from external third-party freight systems. The Inventory Freight Request EIP and the Inventory Freight Response EIP are used.
You can use the Process Deliveries/Freight process with the third-party freight providers or the PeopleSoft internal freight calculation.
The PeopleSoft system contains two separate run control pages for the Process Deliveries/Freight process:
The Process Deliveries/Freight process page in PeopleSoft Inventory is located in the following menu path: Inventory, Fulfill Stock Orders, Process Deliveries/Freight. This run control page enables you to request carrier assignments, freight rating, and manifesting from the external third-party freight provider. You can also complete post ship actions.
The Process Deliveries/Freight process page in PeopleSoft Order Management is located in the following menu path: Order Management, Quotes and Orders, Process Orders, Process Deliveries/Freight. This run control page enables you to request freight amounts but not manifesting or post ship actions.
Page Name |
Definition Name |
Navigation |
Usage |
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. |
Access the Process Deliveries/Freight process page (Inventory, Fulfill Stock Orders, Process Deliveries/Freight).
Use the Process Deliveries/Freight process (IN_FUL_DEL) in PeopleSoft Inventory is used to:
Create deliveries.
Validate existing deliveries.
Calculate freight using either the PeopleSoft internal calculator or the integration to an external third-party freight system. Freight can be calculated for the new deliveries or one or more existing delivery IDs.
Direct the third-party freight system to manifest the deliveries.
Complete post ship actions.
Re-send a freight request to the external third-party freight system.
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:
|
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. |
Search Criteria
Use the following search criteria fields to identify the demand lines or deliveries to be picked up by this process.
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:
|
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. |
Freight Controls group box
Use the Freight Controls group box to determine your freight settings for the process.
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 |
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:
|
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. |
Access the Process Deliveries/Freight page (Order Management, Quotes and Orders, Process Orders, Process Deliveries/Freight).
Use the Process Deliveries/Freight process (OM_DEL_FRT) in PeopleSoft Order Management is used to:
Create deliveries.
Validate existing deliveries.
Calculate freight using either the PeopleSoft internal calculator or the integration to an external third-party freight system. Freight can be calculated for the new deliveries or one or more existing delivery IDs.
Re-send a freight request to the external third-party freight system.
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:
|
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. |
PeopleSoft sends messages (transaction requests) with sales order and delivery data to the external third-party freight system using the third-party freight EIPs (service operations) in the PeopleSoft Integration Broker. The following service operations are used to send data:
Inventory Freight Rate Request: This synchronous (two-way) service operation is used from the Order Entry Form and the Delivery Management Workbench to send a freight request transaction request and receive an immediate response from the third-party freight system.
Inventory Freight Request: This asynchronous (one-way) service operation is used by the Order Completion process, the Process Deliveries/Freight process, and the fulfillment engine shipping processes to send a freight request transaction request to the third-party system.
Inventory Freight Ship Request: This synchronous (two-way) service operation is used from the Delivery Management Workbench or the Shipping/Issue component to send a freight request message and receive an immediate response from the third-party freight system. In addition, this service operation enables you to request that the third-party freight system generate the manifest. The third-party freight system can be used to create, maintain, and print the shipping manifests. The response coming from the third-party system can send tracking numbers and label URL references to be stored in the PeopleSoft shipping history tables. This service operation can only be initiated for shipped deliveries.
For more information on the setup of the third-party freight EIPs, see the "Defining External Third-Party Freight Integration" chapter of this PeopleBook.
See Enabling the PeopleSoft EIPs for Third-Party Freight.
Transaction requests can be sent to an external third-party freight system using the following PeopleSoft page and processes:
The Order Entry Form in PeopleSoft Order Management can launch the Inventory Freight Rate Request service operation. Using this online component, a user can request rate shopping, best way, or a specified carrier and receive an immediate response from the third-party freight system.
The Delivery Management Workbench in PeopleSoft Inventory can launch the Inventory Freight Rate Request service operation (for freighting only) or launch the Inventory Freight Ship Request service operation (for freighting and manifesting). Using this online component, a user can request rate shopping, best way, or a specified carrier and receive an immediate response from the third-party freight system.
The Order Completion process in PeopleSoft Order Management can launch the Inventory Freight Request service operation. This process can create deliveries by grouping sales order demand lines and then send the batch of deliveries to the third-party freight system. This process provides an efficient way to request freight for a large number of sales orders. You always generate a non-manifesting freight request when making this request from the Order Completion process.
The Process Deliveries/Freight process in the PeopleSoft Order Management menu can launch the Inventory Freight Request service operation. This process page enables you to create deliveries and then send the deliveries to the third-party freight system. You always generate a non-manifesting freight request when making this request from the Process Deliveries/Freight process within the Order Management menu.
The Process Deliveries/Freight process in the PeopleSoft Inventory menu can launch the Inventory Freight Request service operation. This process page enables you to create deliveries and then send the deliveries to the third-party freight system. When making a freight request from the Process Deliveries/Freight process within the Inventory menu, you can generate a manifesting or non-manifesting freight request based on the External Manifest check box on the process page.
The fulfillment engine shipping processes can launch the Inventory Freight Request service operation. These processes enable you to create deliveries and then send the deliveries to the third-party freight system. When making this request from the fulfillment engine shipping processes, you always generate a manifesting freight request.
The Shipping / Issues component in PeopleSoft Inventory can launch the Inventory Freight Ship Request service operation for freighting and manifesting. The Shipping / Issues component also provides a link to the Delivery Management Workbench.
The external third-party freight system sends messages (transaction requests) with freight rates, carrier assignments, tracking numbers, and label URL references to the PeopleSoft system using the third-party freight EIPs (service operations) in the PeopleSoft Integration Broker. The following service operations are used to receive data:
Inventory Freight Rate Request: This synchronous (two-way) service operation is used from the Order Entry Form and the Delivery Management Workbench to send a freight request transaction request and receive an immediate response from the third-party freight system.
Inventory Freight Response: This asynchronous (one-way) service operation is used by the external third-party system to respond to the Inventory Freight Request service operation transaction request. In addition, the third-party freight system can use the Inventory Freight Response service operation by itself to initiate the data transfer (push) by passing freight amounts to PeopleSoft without first receiving an Inventory Freight Request transaction request. This data from an Inventory Freight Response transaction request is received into PeopleSoft using the Inbound Freight process (located within the Fulfillment Requests process page) which updates the delivery and demand tables (IN_DEMAND) in PeopleSoft Inventory.
Inventory Freight Ship Request: This synchronous (two-way) service operation is used from the Delivery Management Workbench or the Shipping/Issues component to send a freight request message and receive an immediate response from the third-party freight system. In addition, this service operation enables you to request that the third-party freight system generate the manifest. The third-party freight system can be used to create, maintain, and print the shipping manifests. The response coming from the third-party system can send tracking numbers and label URL references to be stored in the PeopleSoft shipping history tables. This service operation can only be initiated for shipped deliveries.
For more information on the setup of the third-party freight EIPs, see the "Defining External Third-Party Freight Integration" chapter of this PeopleBook.
See Enabling the PeopleSoft EIPs for Third-Party Freight.
Inventory Freight Response transactions sent by an external third-party freight system are received into PeopleSoft using the following steps:
The PeopleSoft Integration Broker receives an inbound XML message into the INVENTORY_FREIGHT_RESPONSE queue. The InventoryFreightResponse handler, a PeopleTools application class, formats the incoming data and populates the staging tables. For each transaction request, the InventoryFreightResponse handler assigns a unique ID called the EIP_CTL_ID. Some validations are performed by the InventoryFreightResponse handler, if the inbound message fails these validations then an error is generated and the message is not inserted into the staging tables. For example, if the business unit is invalid then the transaction is not written to the staging tables.
Run the Fulfillment Requests process (IN_FUL_BCT) using the 0380 transaction code (Freight). The Fulfillment Requests process retrieves the transaction requests from the staging tables, processes them, and applies them to the PeopleSoft Inventory delivery and demand tables. You can run this process manually or schedule this process to run in the background on a regular basis. Keep in mind the following points about the incoming data:
If a response code other than zero (success) is returned from the freight system, then the transaction is written to the staging tables in an error status. The Fulfillment Request process does not process transactions in an error status. Use the Transaction Maintenance page to review the error.
If multiple shipment segments (or estimates for shipping services) are returned on a single Inventory Freight Response transaction, then the InventoryFreightResponse handler inserts all of these segments into the staging tables. It is important to note that only the first shipment segment is processed by the Fulfillment Request process. All other shipment segments for a single delivery are maintained strictly for viewing purposes.
If the transaction requests are successfully processed, then they are set to a status of complete. If the transaction requests are not processed successfully, they are given an error status, and the appropriate error message is provided. The Maintain Transactions component enables you to view and correct requests that contain errors. Once corrected, you can relaunch the Fulfillment Requests process. This is an optional step, you can choose to have the request errors canceled automatically, and then you could create another request.
Page Name |
Definition Name |
Navigation |
Usage |
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. |
Access the Synchronous page (PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Synchronous Services).
Access the Asynchronous Services page (PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Asynchronous Services).
System administrators monitor asynchronous and synchronous service operations information, node status, queue status, manage domains and more.
For more information on the Service Operations Monitor, see the Using the Service Operations Monitor chapter in the PeopleTools PeopleBook: PeopleSoft Integration Broker.
Access the Fulfillment Requests process page (SCM Integrations, Process Transactions, Inventory, Fulfillment Requests).
The Fulfillment Requests process retrieves the transaction requests from the staging tables, processes them, and applies them to the PeopleSoft Inventory delivery and demand tables.
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:
|
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. |
Note. Post ship actions within the Post Ship Actions group box cannot be performed until all demand lines associated with a delivery have been shipped.
Access the Transaction Maintenance page (SCM Integrations, Transaction Error Handling, Maintain Transactions).
The Transaction Maintenance page displays transactions from the inbound staging tables and is used to view the status of the incoming transactions. If errors are found during the Fulfillment Request process, the transaction status in the transaction log is changed to Error, and rows are inserted into error tables for each error message.
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:
|
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:
|
Error |
Displays the number of errors within the transaction request. |
See Using Transaction Maintenance.
Use the Transaction Maintenance- Freight component to view and correct any errors. Once you have corrected the information and saved the component, the transaction request is ready to be reprocessed using the Fulfillment Requests process.
Top Level
Access the Transaction Maintenance- Freight page (Click the EIP Control ID link on the Transaction Maintenance page).
Transaction Maintenance-Freight Request page displays top-level information of a freight request transaction. You can view the status of the entire transaction request and view any error messages found during the Fulfillment Requests process.
The Transaction Details group box displays the deliveries within this transaction request. There could be one or more deliveries within a transaction request.
Status |
For the transaction request, this field displays the current status. The statuses are:
|
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:
|
Manifest |
This check box is selected when a manifest action was received from the third-party freight provider system. |
Access the Transaction Maintenance- Freight: Shipments page (Click the Shipments link on the Transaction Maintenance- Freight page).
Displays the individual shipments within a delivery. Using the shipment-level, you can view fields related to a shipment; such as, scheduled arrival date. You can edit fields related to the first shipment only.
Access the Transaction Maintenance- Freight: Packages page (Click the Packages link on the Transaction Maintenance- Freight: Shipments page).
The Transaction Details group box displays one or more packages within a shipment. Use the Transaction Details scroll bar to additional packages within the same shipment. Using this page, you can view or edit information about each package including freight amount, tracking number, package label URL references, shipping weight, and shipping volume.