Creating Shipping Documentation

This chapter discusses how to:

Click to jump to parent topicCreating Bills of Lading and Shipping Manifests

This section discusses how to:

A bill of lading lists all items in a shipment destined for a particular ship to location. A shipping manifest lists all items in a given shipment, regardless of ship to address. You can combine bills of lading into shipping manifests.

When you create a new bill of lading or shipping manifest, you can enter a number or accept the default of NEXT. If you accept NEXT, PeopleSoft Inventory generates a number based upon the default setup in the Automatic Numbering page. If you select NEXT and no default sequence has been defined, the system displays an error.

Bill of Lading Reports

To generate the bill of lading (BOL) report, you can:

For both methods of creating bill of ladings, the demand lines that can be selected are limited based on your setup. To create BOLs for demand lines in the fulfillment states of Unfulfilled, Releasable, Released, and Confirmed, you must select the Allow Printing Before Shipping check box in the Setup Fulfillment – Shipping page. If this check box is clear, then you can only build BOLs for demand lines in the Shipped and Depleted fulfillment states.

Note. You can never generate BOLs for demand lines in the fulfillment states of Pending or Cancelled.

See Also

Defining Inventory User Preferences

Setting Up Automatic Numbering

Click to jump to top of pageClick to jump to parent topicPages Used to Create Bills of Lading and Shipping Manifests

Page Name

Definition Name

Navigation

Usage

Build Bill of Lading Requests

RUN_IN_FULFILL_BOL

Inventory, Fulfill Stock Orders, Shipping, Build Bill of Lading Requests

Enter search criteria and launch the IN_FUL_BOL Application Engine process to automatically create bill of lading reports for the selected demand lines.

Report Options

IN_BOL_PRNTOPT_SP

Select the Report Options link on the Build Bill of Lading Requests page.

Select options to print bill of ladings created by the Build Bill of Lading Requests process page. Use this page to identify the output type, format, and destination of the printed BOLs. In addition, you can select to print bar codes.

Bill of Lading

BOL_HDR_INV

Inventory, Fulfill Stock Orders, Shipping, Build Bill of Lading

Create foreign or domestic bill of lading reports. Using this component, you will build one BOL at a time by selecting the demand lines to be included.

Bill of Lading Order Selection

BOL_SEL_INV_SP

Click the Search button on the Bill of Lading page.

Select orders to add to the bill of lading.

Order Address

INV_ADDRESS

Click the Address link on the Bill of Lading page.

View address information.

Note. You cannot use this page to override the address.

Domestic Details

BOL_DETAIL_INV

Inventory, Fulfill Stock Orders, Shipping, Build Bill of Lading, Domestic Details

Calculate or enter the shipping weight and volume, by commodity code, for domestic shipments.

Export Details

BOL_DETAIL_EXP_INV

Inventory, Fulfill Stock Orders, Shipping, Build Bill of Lading, Export Details

Calculate or enter the shipping weight and volume, by harmonized code, for export sales orders or export intercompany transfers.

Export Info

BOL_EXPORT_INV

Inventory, Fulfill Stock Orders, Shipping, Build Bill of Lading, Export Info

Define consignee and transport information for export sales orders and export intercompany transfers.

Bill of Lading Notes

BOL_NOTE

Inventory, Fulfill Stock Orders, Shipping, Create Bill of Lading Notes

Define standard notes to print on a bill of lading.

Note. This page is only available if the installation includes PeopleSoft Order Management.

Build Shipping Manifest

BOL_MANIFEST_INV

Inventory, Fulfill Stock Orders, Shipping, Build Shipping Manifest

Consolidate bills of lading onto a shipping manifest.

Click to jump to top of pageClick to jump to parent topicGenerating Bills of Lading Using a Process

Access the Build Bill of Lading Requests process page (Inventory, Fulfill Stock Orders, Shipping, Build Bill of Lading Requests).

This application engine process groups demand lines into BOLs by load, route, carrier, ship via, ship to, address sequence number, and address fields (for overridden addresses). This process adds the commodity code, quantity shipped, shipping UOM, shipping weight, and shipping volume into the BOL definition. For export BOLs, the harmonized code is used instead of the commodity code.

Clear Overrides After Each Run

Select to remove all override entries from the run control process page after each run. Use this check box when the overrides, entered in the Overrides group box, should only apply to this process run. Do not select this check box if you want the same overrides used each time this run control is processed.

Create Bill of Lading Types

Select the type of BOL to be produced:

  • Domestic: Domestic sales orders and material stock requests that are not export orders.

  • Foreign: Export sales orders and export intercompany transfers. Export intercompany transfers are only available to include on the bill of lading if they have been marked for export on the order header.

  • Foreign and Domestic: All sales orders and material stock requests meeting the search criteria. The process produces either domestic BOLs or foreign BOLs; not BOLs with both domestic and foreign information.

Note. PeopleSoft Inventory supports the creation of foreign bills of lading only for intercompany transfers. If the installation includes PeopleSoft Order Management, you can also create bills of lading for other foreign shipments.

Export Order Option

Select how to group demand lines onto an export bill of lading. The options are:

  • Multiple Orders on BOL: Select to enable the system to add demand lines from different orders onto the same bill of lading.

  • Single Order on Bill of Landing: Select to restrict the system to one bill of lading per order. Demand lines from different orders must be placed on separate bill of ladings.

Print Bills of Lading

Select this check box to print the BOLs produced by this process by launching the INS6100 SQR after this application engine process is complete.

Report Options

Click this link to access the Report Options page where you can identify the output type, format, and destination of the printed BOLs. In addition, you can select to print bar codes.

Selection Criteria

Enter selection criteria to identify the demand lines to be added to the new BOLs created by this process. The check boxes available to select demand line fulfillment states are based on the setup in the Allow Printing Before Shipping check box.

Allow Printing Before Shipping

Displays the value entered in the Allow Printing Before Shipping check box on the Setup Fulfillment-Shipping page. If this check box has been selected, then you can add demand lines that are in any fulfillment state except for Pending or Cancelled. If this check box is clear, then you can only add demand lines that are in the fulfillment states of Shipped and Depleted. Demand lines must have a Ship ID in order to be placed on a BOL.

For the field descriptions on these selection criteria, see the Common Elements Used in This Chapter section of the Shipping Inventory chapter in this PeopleBook.

See Common Elements Used in This Chapter.

Overrides

Use the Carrier ID and Ship Via Code fields to override these values on all the demand lines selected by this process.

Click to jump to top of pageClick to jump to parent topicCreating Bills of Lading Online

Access the Bill of Lading page (Inventory, Fulfill Stock Orders, Shipping, Build Bill of Lading).

Use this component to create domestic or foreign bills of lading. You build one BOL at a time by selecting the demand lines to be included.

To create a bill of lading:

  1. Click the Search button to access the Bill of Lading Order Selection page, where you select lines to include on the bill of lading.

    Demand lines meeting the search criteria appear in the scroll area in the lower portion of the page.

  2. Select the check boxes for the demand lines that you want to include and then save the page.

    To include all displayed lines, click the Select All button; to remove all lines, click the Deselect All button.

Allow Printing Before Shipping

Displays the value entered in the Allow Printing Before Shipping check box on the Setup Fulfillment-Shipping page. If this check box has been selected, then you can add demand lines that are in any fulfillment state except for Pending or Cancelled. If this check box is clear, then you can only add demand lines that are in the fulfillment states of Shipped and Depleted. Demand lines must have a Ship ID in order to be placed on a BOL.

The fulfillment state of each demand line is displayed in the Order Details group box.

Bill of Lading Types

Select the type of BOL to be produced:

  • Domestic: Domestic sales orders and material stock requests that are not export orders.

  • Foreign: Export sales orders and export intercompany transfers. Export intercompany transfers are only available to include on the bill of lading if they have been marked for export on the order header.

  • Foreign and Domestic: All sales orders and material stock requests meeting the search criteria. The system produces a BOL that includes both foreign and domestic orders.

Note. PeopleSoft Inventory supports the creation of foreign bills of lading only for intercompany transfers. If the installation includes PeopleSoft Order Management, you can also create bills of lading for other foreign shipments.

Driver ID

The identification of the driver.

Seal Number

The number of the seal.

Vehicle ID

The identification of the vehicle.

Carrier ID

The carrier transporting the shipment.

Validate

Click this button to verify that all the demand lines added to this BOL have the same ship to customer, location, carrier ID, and address. If these fields are not the same, an error is displayed.

Validate and Calculate

Click this button to:

  1. Validate that all the demand lines added to this BOL have the same ship to customer, location, carrier ID, and address. If these fields are not the same, an error is displayed.

  2. Calculate the shipping weight and shipping volume. These values are calculated using either the commodity code (for domestic shipments) or the harmonized code (for foreign shipments) assigned to the item, along with the shipping unit of measure (UOM), the shipping weight UOM, and the shipping volume UOM. You define this information on the Define Item - General: Dimensions page.

Notes

Click this link to access the Create Bill of Lading Notes page where you can define standard notes to print on this bill of lading.

Print

Click this link to print the Bill of Lading and Shipping Manifest reports from this page. You can only print the Shipping Manifest report from this page if the bill of lading has a shipping manifest number.

See Also

Printing Shipping Reports

Click to jump to top of pageClick to jump to parent topicSelecting Orders for Bills of Lading

Access the Bill of Lading Order Selection page (Click the Search button on the Bill of Lading page).

For domestic bills of lading, you must enter either a ship to or a location and carrier ID. For foreign or foreign and domestic bills of lading, you must enter an order number.

Ship To

Select a ship to customer to narrow your search results. The list of available values is limited by your previous selections in the other fields on this page.

Carrier ID

Select a carrier ID to narrow your search results. Whether or not you enter a specific carrier ID, the system also returns demand lines with no defined carrier ID. If you add one of these lines to the bill of lading, then the system updates the carrier information for the line.

Shipping ID

Select a shipping ID to narrow your search results. The list of available shipping IDs is limited by your previous entries in the Ship To, Location, Load ID, and Carrier ID fields of this page.

Delivery ID

Enter a delivery ID to select order lines assigned to the delivery ID. A bill of lading can only contain lines from one delivery ID. Deliveries are logical groupings of order lines that can be shipped together. PeopleSoft Inventory and Order Management can use these groupings for pricing sales orders, adding freight charges, and packing shipping containers. Each delivery is assigned a unique delivery ID.

See Understanding PeopleSoft Delivery Management and Freight Calculations.

Order No

Select and order number to narrow your search results. The list of available orders is limited by your previous entries in the Ship To, Location, Load ID, Carrier ID, and Shipping ID fields of this page. Demand lines with blank shipping IDs will also be included in the search results.

Click to jump to top of pageClick to jump to parent topicEntering Additional Bill of Lading Information

Access the Domestic Details page (Inventory, Fulfill Stock Orders, Shipping, Build Bill of Lading, Domestic Details) or the Export Details page (Inventory, Fulfill Stock Orders, Shipping, Build Bill of Lading, Export Details).

Enter or calculate shipping information, using either the Domestic Details page or the Export Details page. All of the information on this page is optional, and much of it comes from customer information defaults, business unit defaults, and either the sales order or the intercompany transfer.

Calculator

Click to enable PeopleSoft Inventory to calculate the Shipping Weight and Shipping Volume. These values are calculated using either the commodity code (for domestic shipments) or the harmonized code (for foreign shipments) assigned to the item, along with the shipping unit of measure (UOM), the shipping weight UOM, and the shipping volume UOM. You define this information on the Define Item - General: Dimensions page.

Qty Shipped

Displays the quantity that is expected to ship. If the BOL is created for demand lines that are in an earlier fulfillment state than Shipped, then the system is calculating the expected shipping quantity. This field displays:

  • For unfulfilled demand lines, the quantity requested less the quantity backordered.

  • For releasable and released demand lines, the planned release quantity. This is the quantity reserved, promised, or allocated. For non-soft reserve, non ATP items, the override quantity is used if entered on the Shortage Workbench, a fulfillment engine EIP, or Fulfillment Workbench.

  • For confirmed demand lines, the quantity picked.

  • For shipped or depleted demand lines, the quantity shipped (QTY_SHIPPED).

See Also

Defining Item Dimensions

Click to jump to top of pageClick to jump to parent topicCreating Shipping Manifests

Access the Build Shipping Manifest page (Inventory, Fulfill Stock Orders, Shipping, Build Shipping Manifest).

To create a shipping manifest:

  1. Enter a business unit, shipping manifest number, carrier ID, or BOL Print Date (bill of lading print date), then click the Search button to find bills of lading that match these parameters.

  2. Select the check box next to a Bill of Lading number to add it to the shipping manifest.

    To add all returned bills of lading, click Select All; to clear all check boxes, click Deselect All.

  3. Click the Bill of Lading Print button to print the selected bills of lading or the shipping manifest from this page.

Note. A shipping manifest only includes BOLs which have all demand lines in the fulfillment state of Shipped or Depleted.

See Also

Printing Shipping Reports

Click to jump to parent topicPrinting Shipping Reports

Depending upon your business requirements, you may need to print various shipping documents. PeopleSoft Inventory provides the following reports:

Note. In order to print the Canadian customs invoice, NAFTA certificate of origin, U.S. Certificate of Origin, and shipper's export declaration reports, you must first run the Export Documentation Table Load (OMS6110) process to populate the OM_EXPORT_DOC table (the master table for the export documentation reports).

Click to jump to top of pageClick to jump to parent topicCommon Element Used in This Section

Allow Printing Before Shipping

Displays the setup for this inventory business unit to enable shipping documentation to be created and printed early. To create or print shipping documents for demand lines in the fulfillment states of Unfulfilled, Releasable, Release, and Confirmed, the Allow Printing Before Shipping check box must be selected on the Setup Fulfillment – Shipping page. If this check box is clear, then you can only build and print shipping reports for demand lines in the Shipped and Depleted fulfillment states.

Print Bar Code or Print Bar Code on Report Flag

Select to print a bar code on the report. For the Bill of Lading report, this bar code is made up of the business unit and bill of lading number fields concatenated. For the Packing Slip report, the bar code prints only for interunit transfers and consists of the business unit, interunit ID, interunit line, and destination business unit fields concatenated. For both reports, the bar code can be used for the Interunit Receipt EIP.

Establish the default setting on the Setup Fulfillment component.

Page Break by Delivery ID

If the delivery management feature has been enabled in this inventory business unit, you can select this check box to cause a page break between delivery IDs. Deliveries are logical groupings of order lines that can be shipped together. PeopleSoft Inventory and Order Management can use these groupings for pricing sales orders, adding freight charges, and packing shipping containers. Each delivery is assigned a unique delivery ID.

See Understanding PeopleSoft Delivery Management and Freight Calculations.

See Also

PeopleSoft Supply Chain Management Integration PeopleBook

Defining Basic Fulfillment Defaults

Staging Interunit Transfers Using an Electronic Data Collection System

Click to jump to top of pageClick to jump to parent topicPages Used to Print Shipping Reports

Page Name

Definition Name

Navigation

Usage

Shipping Document

RUN_INC6503

Inventory, Fulfill Stock Orders, Shipping Reports, Shipping Document

Enter search criteria and launch this process to print shipping documents. This report provides a copy of the orders and order lines shipped in a specific shipping ID. This report is written in Oracle BI Publisher using the XMLP report name INX6503.

Bill Of Lading (report)

RUN_INS6100

Inventory, Fulfill Stock Orders, Shipping Reports, Bill of Lading

Enter search criteria and launch this process to generate one or more bills of lading. The bill of lading report lists the demand lines consolidated into one shipment and summarizes, by destination, the total cartons and weight for each order and provides a summary total at the end of the report. The report can include either domestic or export bills of lading that were defined using the Build Bill of Lading component or created by the Build Bill of Lading Requests process.

Shipping Manifest (report)

RUN_INS6200

Inventory, Fulfill Stock Orders, Shipping Reports, Shipping Manifest

Enter search criteria and launch this process to generate shipping manifests. This process prints shipping manifests created on the Build Shipping Manifest page. A shipping manifest includes one or more bills of lading that have been consolidated into a single shipment, regardless of the ship to address.

Packing Slip

RUN_INS6500

Inventory, Fulfill Stock Orders, Shipping Reports, Packing Slip

Enter search criteria and launch this process to print packing slips. Packing slips lists the order number, ship to address, and item information for shipping. Print packing slips for all stock requests in a business unit or for an individual order number. The bar code prints on this report only for interunit transfers.

Export Pro Forma

RUN_INS6600

Inventory, Fulfill Stock Orders, Shipping Reports, Export Pro Forma

Enter search criteria and launch this process to print export pro forma reports. An export pro forma is a special invoice often requested by European customs officials to verify consignment details for export and import duty clearance. Unless you select a specific order, the report extracts all shipped sales orders and intercompany transfers belonging to this business unit and shipping ID (including those that have not yet been depleted).

Defer Invoicing

RUN_INS6700

Inventory, Fulfill Stock Orders, Shipping Reports, Defer Invoicing

Enter search criteria and launch this process to print defer invoicing reports. This report lists all shipments not yet invoiced; enabling you to monitor your compliance with Italian law regarding deferred invoicing for shipments within Italy or involving third parties. This report can also be used for any similar requirements.

Canada Customs Inv (Canadian customs invoice)

RUN_OMC6114

Inventory, Fulfill Stock Orders, Shipping Reports, Canada Customs Invoice, Canada Customs Inv

Enter search criteria and launch this process to provide documentation for orders requiring a Canadian customs invoice. Before you can print this report, you must run the Export Doc Tbl Load page (export document table load page).

NAFTA Cert of Orig (NAFTA certificate of origin)

RUN_OMC6112

Inventory, Fulfill Stock Orders, Shipping Reports, NAFTA Cert of Origin

Enter search criteria and launch this process to provide documentation for orders requiring a NAFTA origin certificate. Before you can print this report, you must run the Export Doc Tbl Load page (export document table load page).

U.S. Certificate of Origin

RUN_OMC6111

Inventory, Fulfill Stock Orders, Shipping Reports, U.S. Certificate of Origin

Enter search criteria and launch this process to provide documentation for orders requiring U.S. origin certification. Before you can print this report, you must run the Export Doc Tbl Load page (export document table load page).

Shippers Exp Decl (shipper's export declaration)

RUN_OMC6113

Inventory, Fulfill Stock Orders, Shipping Reports, Shipper's Export Declaration

Enter search criteria and launch this process to generate export declaration documentation for orders. Before you can print this report, you must run the Export Doc Tbl Load page (export document table load page).

Export Doc Tbl Load (export documentation table load)

RUN_OMS6110

Inventory, Fulfill Stock Orders, Shipping Reports, Load Export Doc Table

Initiate the SQR that reads all of the bill of lading and shipment tables and then loads the data for the corresponding bills of lading into the OM_EXPORT_DOC table (the master table for the export documentation reports).

Click to jump to parent topicGenerating Shipping Documents Before Shipment

PeopleSoft Inventory gives you the ability to print shipping documents at any time in the fulfillment cycle, including prior to shipment. This enables you to generate and review your shipping documents before the material actually leaves your premises. The shipping documents can be generated when the demand line is in any fulfillment state, except for Pending or Cancelled.

The following shipping documents can be printed before the fulfillment states of Shipped or Depleted:

To enable users to print shipping documents early, you must select the Allow Printing Before Shipping check box in the Setup Fulfillment – Shipping page.

See Defining Shipping Options.

Shipping ID

A shipping ID must be attached to the demand line in order to print the shipping documents earlier than the fulfillment states of Shipped or Depleted. You can add a shipping ID to the demand line by:

In addition, for demand lines in the Confirmed fulfillment state, you can use the Shipping/Issues component to assign shipping IDs and move the demand line to the Shipped state.

When you add a ship ID to a demand line, the system validates the information using the following rules:

Note. Demand lines in the Depleted fulfillment state cannot be removed from a ship ID.

Warnings

Using the Message Dashboard functionality, the system can produce warnings at shipping time if the information on the previously printed shipping documents does not match the current shipping information. The system compares a number of fields based on the specific shipping document. The comparison includes; item ID, quantity shipped, ship ID and line, carrier ID, ship via, ship to customer and address, export flag, and scheduled shipment date and time. The warning can be generated from the Shipping/Issues component, the Front-End Shipping Request process page, the Shipping Requests process page, and the Fulfillment Requests process page (for EIPs or the Fulfillment Workbench). All of the process pages can generate an entry in the message log of the Process Monitor when previously printed shipping documents do not match the current shipment. For the Shipping/Issues Component, an online warning is displayed. In all cases, a warning is displayed in the Message Dashboard and the system can be set up to generate an email or worklist. Warnings are also generated from the Ship ID Maintenance Page when adding or removing demand lines, or when the user opens a ship ID and clicks the Validate Shipment button. The warnings can be viewed on the Message Dashboard, a user's worklist, or sent as an email to the appropriate user. Once the warning is issued, it is up to the user to make corrections and reprint the shipping documents.

When shipping documents are created or printed early, the system stores this information for each demand line in the IN_SHIP_DOC_TRK table. This table is a child of the inventory demand fulfillment table (IN_DEMAND). During the shipping process, the system compares the current shipping information to the information stored in the table. The inventory shipping document tracking table (IN_SHIP_DOC_TRK) collects the following shipping information about a demand line for comparison:

To turn on the warnings feature, you must:

  1. Select the Alert User if Shipment Changes check box and the Clear Tracking Info at Deplete check box in the Setup Fulfillment – Shipping page. These check boxes activate and maintain the warning messages by populating and clearing the inventory shipping document tracking table (IN_SHIP_DOC_TRK).

    See Defining Shipping Options.

  2. Set up the message registry and notifications for the warnings; the process name is IN_SHIPPING and the category is REPRINT_REPORT.

    See PeopleSoft Events and Notifications Framework 9.1 PeopleBook

Inquiries

The following inquiry pages display the Ship ID added to each demand line:

Click to jump to top of pageClick to jump to parent topicPages Used to Generate Shipping Documents Before Shipment

Page Name

Definition Name

Navigation

Usage

Maintain Ship IDs

IN_SHIP_ID_MAINT

Inventory, Fulfill Stock Orders, Shipping, Maintain Shipping IDs

Assign demand lines to a shipping ID in order to print various shipping documents before the Shipped or Depleted fulfillment states.

Shipment Selection Criteria

IN_SHIP_ID_MAINT

Select the Search for Unassigned Orders link on the Maintain Ship IDs page.

Enter search criteria to select demand lines for the Maintain Ship IDs page. Search criteria include the following fields; Ship To Customer, Location Code, Carrier ID, Ship Via Code, Load ID, and Fulfillment State (of the demand line). In addition, you can enter a range of order numbers or a range of scheduled shipment dates and times. Click the OK button to place the search results in the Unassigned Orders group box on the Maintain Ship IDs page.

Click to jump to top of pageClick to jump to parent topicAssigning Shipping IDs Prior to Shipment

Access the Maintain Ship IDs page (Inventory, Fulfill Stock Orders, Shipping, Maintain Shipping IDs).

This page updates:

Search for Unassigned Orders

Select this link to access the Shipment Selection Criteria page where you can enter search criteria for the demand lines to be displayed in the Unassigned Orders group box of this page.

Shipping Override group box

Enter carrier ID, ship via, freight terms, or scheduled shipment date and time, then click the Apply Changes button to add these values to the demand lines in the Assigned Orders group box. The demand lines are changed when you save this page.

When changing the Carrier ID or Ship Via values on a demand line, be aware that this could impact the current values in the Load ID or Route ID fields for that line. The system issues an online warning when the load ID or route ID will be changed due to a change in the Carrier ID or Ship Via fields.

When changing the scheduled shipment date and time, the system issues an online warning that this invalidates the route ID; if you continue then the system removes the value in the Route ID field on the demand lines.

Weight and Volume

The Shipment Weight and Shipment Volume fields display the current weight and volume of all demand lines assigned to this ship ID. These values use the Weight UOM and Volume UOM defined on the Setup Fulfillment page for the inventory business unit.

See Defining Basic Fulfillment Defaults.

Validate Shipment

Click the Validate Shipment button to check the shipping information for changes in critical fields. If previously printed shipping documents to do not match the current shipping information, the system can produce an online warning and a warning in the Message Dashboard. You must set up the Message Dashboard functionality to receive any warnings.

See PeopleSoft Events and Notifications Framework 9.1 PeopleBook

Assigned Orders

This group box displays the demand lines that are currently part of the ship ID.

Remove from Shipment

To remove demand lines from this ship ID, select the lines and click this button. Demand lines with the fulfillment state of Depleted cannot be removed from the ship ID.

Details

Click this link to access the Stock Requests inquiry page for this demand line.

Unassigned Orders group box

This group box displays demand lines that are not part of the ship ID but have met the search criteria that you have entered on the Shipment Selection Criteria page.

Add to Shipment

To add demand lines to this ship ID, select the lines and click this button. Save the page to finalize your additions. When you add a ship ID to a demand line, the system validates the information using the following rules:

  • You cannot assign the demand lines in a single-ship sales order to different ship IDs. One ship ID must be applied to the entire order.

  • If a product kit must be kept as a whole unit, then only one ship ID can be assigned to all of the component kit demand lines.

  • All demand lines and ship containers inside one ship container must be assigned the same ship ID.

Details

Click this link to access the Stock Requests inquiry page for this demand line.

When this page is saved, the system performs a check and displays a warning if a ship ID has been modified after shipping documents have been printed. The system compares the current shipping information to any previously printed shipping documents for the Ship ID. The system compares item ID, quantity shipped, ship ID and line, carrier ID, ship via, ship to customer and address, export flag, and scheduled shipment date and time. If differences are found between the current information and the information printed on the shipping documents, then the system can launch a warning using the Message Dashboard functionality.

See Generating Shipping Documents Before Shipment.

Click to jump to parent topicCreating Advanced Shipping Notices

The Advanced Shipping Notice (ASN) EIP is an asynchronous outbound service operation to notify your customers that a sales order has been shipped. The data from this service operation is passed to an external system or to the PeopleSoft CRM Field Service and CRM Order Capture applications. The Advanced Shipping Notice EIP meets X.12 EDI requirements of the 856−Shipping Notice/Manifest transaction set, and is also used with warehouse management systems. An ASN transaction is generated when a sales order entered from PeopleSoft Order Management has been depleted in PeopleSoft Inventory. You can specify whether to generate the ASN for all sales order shipments in the business unit, sales orders for a specific sold to customer, sales orders for a specific ship to customer, sales orders belonging to a specific shipping ID, or sales orders belonging to a specific delivery ID.

The system does not create an ASN transaction under these circumstances:

See Also

Packing Orders for Shipment

Processing Enterprise Integration Points (EIPs)

Processing Enterprise Integration Points (EIPs)

Click to jump to top of pageClick to jump to parent topicPages Used to Set Up and Create Advanced Shipping Notices

Page Name

Definition Name

Navigation

Usage

Batch Publish Rules

EO_MSGPUBATCH

Enterprise Components, Integration Definitions, Batch Publish Rules

Set up publication rules. You must activate a publish rule for the publication messages you create to follow. This rule includes instructions on message chunking, if necessary.

Add Nodes to Chunk Rule

EO_ADNODECHUNK_PNL

Enterprise Components, Integration Definitions, Map Chunking Rules, Node to ChunkRule

Map PeopleSoft Application Messaging nodes to chunking rules. (A node is a PeopleTools object that represents a publishing or subscribing system on the message network. A message node often relates to an application server or database name.)

Contact

CONTACT

Customers, Contact Information

Maintain information about each contact.

Contact Customer

CONTACT_CUST_PAGE

Click the Contact Customer Information link on the Contact page.

Build the relationship between the contact and the different customer IDs the contact serves or is associated with. If the contact is only associated with one customer, enter that customer on this page. If the contact is a broker, for example, use this page to establish the relationships with the multiple customers that the broker serves. Set up security options on the Self Service Security tab.

Inventory Definition - Business Unit Options

BUS_UNIT_INV5

Set Up Financials/Supply Chain, Business Unit Related, Inventory, Inventory Definition, Business Unit Options

Turn on the Advanced Shipping Notices EIP by selecting the Use Advanced Shipping Notice check box.

Advanced Shipping Notices Selection Criteria

IN_RUN_SHPNTC_ASN

SCM Integrations, Publish Outbound Messages. On the Publish Outbound Message page, select the Advanced Shipping Notices check box, and then click the Advanced Shipping Notices link.

Generate an ASN transaction to notify customers that a stock has been shipped.

Click to jump to top of pageClick to jump to parent topicSetting Up the ASN EIP

To use the Advanced Shipping Notice EIP:

PeopleSoft delivers the service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as CRM. To set up this service operation:

  1. Set up within the PeopleSoft SCM applications:

  2. Set up within PeopleSoft Integration Broker and Enterprise Components:

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

Service Operation

Direction and Type

Handlers

Chunking Available?

Integrates With

ADVANCED_SHIPPING_NOTICE

Outbound

Asynchronous

ROUTERSENDHDLR

Yes

Third-party system

See Also

Setting Up Service Operations

PeopleTools PeopleBook: Integration Broker

Click to jump to top of pageClick to jump to parent topicPublishing Advanced Shipping Notices

Access the Advanced Shipping Notices Selection Criteria page (SCM Integrations, Publish Outbound Messages. On the Publish Outbound Message page, select the Advanced Shipping Notices check box, and then click the Advanced Shipping Notices link).

All Shipments

Select to generate this transaction for all sales order shipments that have been through the Deplete On Hand Qty (Depletion) process, but have not previously generated an ASN.

Sold To Customer

Select to generate this transaction for a sales order with a specific sold to customer.

Ship To Customer

Select to generate this transaction for a sales order with a specific ship to customer.

Specific Shipping ID

Select to generate this transaction for sales orders with a specific shipping ID.

Delivery ID

Select to generate this transaction for sales orders with a specific delivery ID.

Source Bus Unit

Select a valid source business unit. A source business unit is the PeopleSoft Order Management business unit that created the sales order. This field is required if you elect in the Selection Options group box to generate this transaction for a specific sold to or ship to customer. This field is not available for entry if you elect in the Selection Options group box to generate this transaction for all shipments, or for a specific shipping ID.

Sold To Customer

Select a valid sold to customer. This field is only available for entry and is required if you elect in the Selection Options group box to generate this transaction for a specific sold to customer.

Ship To Customer

Select a valid ship to customer. This field is only available for entry and is required if you elect in the Selection Options group box to generate this transaction for a specific ship to customer.

Shipping ID

Select a valid shipping ID. This field is only available for entry and is required if you elect in the Selection Options group box to generate this transaction for a specific shipping ID.

Delivery ID

Select a valid delivery ID. This field is only available for entry and is required if you elect in the Selection Options group box to generate this transaction for a specific delivery ID.

Re-Generate Message

Select this option to regenerate a message for sales orders that have already been sent out.

Note. When you navigate to the process monitor and wait till the process completes successfully, you can click the Details link and then the View Log/Trace link. This shows the output file as a link. The system generates the flat file to reflect the ASN information for the corresponding shipping ID.

Click to jump to parent topicCreating Internal Location Expected Receipts

The Internal Location Expected Receipt EIP is an asynchronous outbound service operation that sends a receipt transaction when an internal material stock request is depleted. Internal material stock requests are created to fulfill demand from a storage location within the Inventory business unit. Typically, you use the Internal Location Expected Receipts EIP when integrating with third-party point-of-use (POU) supplier systems or surgical resource management systems that manage supplies stored in internal par locations. The third-party system can use the data contained in this EIP to manage receiving and restocking activities at the destination location. The Internal Location Expected Receipts EIP is also used with surgical resource software and point of use applications.

See Also

Processing Enterprise Integration Points (EIPs)

Click to jump to top of pageClick to jump to parent topicPage Used to Set Up and Process Internal Location Expected Receipts

Page Name

Definition Name

Navigation

Usage

Internal Location Expected Receipts Selection Criteria

IN_RUN_SHPNTC_IL

SCM Integrations, Publish Outbound Messages. Select Internal Location Exp Receipts check box on the Publish Outbound Message page to enable the Internal Location Exp Receipts link. Click the Internal Location Exp Receipts link.

Launch the Internal Location Expected Receipts outbound transaction for internal issue orders that have been depleted.

Click to jump to top of pageClick to jump to parent topicSetting Up the Internal Location Expected Receipts EIP

PeopleSoft delivers the service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as CRM. To set up the Internal Location Expected Receipt service operation:

  1. Set up within the PeopleSoft Inventory application:

    Select the Use Internal Expected Receipt check box on the Inventory Definition - Business Unit Options page.

  2. Set up within PeopleSoft Integration Broker and Enterprise Components:

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

Service Operation

Direction and Type

Handlers

Chunking Available?

Integrates With

INTERNAL_LOC_EXPECTED_RECEIPT

Outbound

Asynchronous

ROUTERSENDHDLR

Yes

Third-party point-of-use supplier systems or surgical resource management systems

See Also

Setting Up Service Operations

PeopleTools PeopleBook: Integration Broker

Click to jump to top of pageClick to jump to parent topicPublishing the Internal Location Expected Receipts Message

Access the Internal Location Expected Receipts Selection Criteria page (SCM Integrations, Publish Outbound Messages. Select Internal Location Exp Receipts check box on the Publish Outbound Message page to enable the Internal Location Exp Receipts link. Click the Internal Location Exp Receipts link).

Note. You can launch the internal location expected receipts outbound transaction only for PeopleSoft Inventory business units that have enabled the Use Internal Expected Receipt option on the Inventory Definition - Business Unit Options page.

All

Select to generate an expected receipt for all internal issue shipments in a business unit.

Specific

Select to generate an expected receipt for internal issue shipments for a specific shipping ID.

Shipping ID

Select a shipping ID. This field is available for entry only if you elect in the Shipment Selection group box to generate an expected receipt for a specific shipping ID.

Location

Select a location option for which you want to generate an expected receipt. Options are:

All Locations: Select to generate an expected receipt for all locations.

All Par Locations: Select to generate an expected receipt for all par locations.

All Par Locations for Unit: Select to generate an expected receipt for all par locations for a specific business unit.

Specific Location: Select to generate an expected receipt for a specific location.

Specific Par Location: Select to generate an expected receipt for a specific par location.

Specific Par Location Group: Select to generate an expected receipt for a specific par location group.

Location Code

Select a location code. This field is available for entry only if you elect in the Location field to generate an expected receipt for a specific location.

Source Bus Unit (source business unit)

Select the source business unit that created the internal issue order, usually represented by the par location business unit. This field is available for entry only if you elect in the Location field to generate an expected receipt for all par locations for a specific business unit, for a specific par location, or for a specific par location group.

Par Location ID

Select a par location ID. This field is available for entry only if you elect in the Location field to generate an expected receipt for a specific par location.

Par Location Group

Select a par location group ID. This field is available for entry only if you elect in the Location field to generate an expected receipt for a specific par location group.

Re-Generate Message

Select this option to regenerate a message for orders that have already been sent out.

Note. Select the Re-Generate Message check box to create a second internal location expected receipt message for a selected shipment. This option is for instances where the destination node did not receive the original message.

See Also

Managing Par Inventory

Activating Optional Business Unit Features

Click to jump to parent topicCreating Interunit Expected Receipts

The InterUnit Expected Receipt EIP is an asynchronous outbound service operation that notifies a third-party system that an Inventory business unit has shipped an interunit transfer order. The Interunit Expected Receipt EIP meets X.12 EDI requirements of the 943 − Warehouse Stock Transfer Shipment Advice transaction set and is also used with warehouse management systems. Interunit transfer orders are created in PeopleSoft to move stock between Inventory business units. Typically, you use the Interunit Expected Receipt EIP in integrated implementations in which a third-party system is controlling an Inventory business unit. Transactional data is generated when an interunit transfer order with a destination business unit that is under external warehouse control is depleted. The third-party system can use the data from the interunit expected receipt EIP to validate the receipt of goods when the shipment arrives at the destination warehouse.

See Also

Processing Enterprise Integration Points (EIPs)

Click to jump to top of pageClick to jump to parent topicPage Used to Set Up and Process Interunit Expected Receipts

Page Name

Definition Name

Navigation

Usage

Interunit Expected Receipts Selection Criteria

IN_RUN_SHPNTC_IU

SCM Integrations, Publish Outbound Messages. Select Interunit Expected Receipts check box on the Publish Outbound Message page to enable the Interunit Expected Receipts link. Click the Interunit Expected Receipts link.

Launch the Interunit Expected Receipts outbound transaction for interunit transfer orders that have been depleted and not yet received.

Click to jump to top of pageClick to jump to parent topicSetting Up the Interunit Expected Receipts EIP

PeopleSoft delivers the service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as CRM. To set up the InterUnit Expected Receipt service operation:

  1. Set up within the PeopleSoft Inventory application:

    Select the Use External Warehouse Control check box on the Inventory Definition-Business Unit Options page.

  2. Set up within PeopleSoft Integration Broker and Enterprise Components:

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

Service Operation

Direction and Type

Handlers

Chunking Available?

Integrates With

INTERUNIT_EXPECTED_RECEIPT

Outbound

Asynchronous

 

Yes

Third-party system

Chunking

Chunking is only needed if you have requirements to break up the messages and send them to different destinations based on attributes in the message such as business unit or location. If you want to chunk by business unit, then activate the INTERUNIT_EXPECTED_RECEIPT batch publish rule and enter the BUSINESS_UNIT chunk rule.

The BUSINESS_UNIT chunking rule may be overridden with a custom chunking rule if the business units used for the INTERUNIT_EXPECTED RECEIPT EIP have different node designations then that set for other messages. You must also assign the IN_DEST_BU_EOV alternate chunk table to the Batch Publish Rule. This entry is needed because the BUSINESS_UNIT chunk table is keyed by a field named BUSINESS_UNIT and when you chunk by the destination business unit, the Batch Publish Utility needs to match the business unit values entered in the BUSINESS_UNIT chunk rule with the values in the DESTIN_BU field on the Interunit Expected Receipt Header segment (IN_IU_ER_HD_EVW.DESTIN_BU). The Alternate Chunk Table entry on the Batch Publish Rule is used by the Batch Publish Utility to identify this type of situation. The IN_DEST_BU_EOV record is prepackaged for this purpose.

See Also

Setting Up Service Operations

PeopleTools PeopleBook: Integration Broker

Click to jump to top of pageClick to jump to parent topicPublishing the Interunit Expected Receipts Message

Access the Interunit Expected Receipts Selection Criteria page (SCM Integrations, Publish Outbound Messages. Select Interunit Expected Receipts check box on the Publish Outbound Message page to enable the Interunit Expected Receipts link. Click the Interunit Expected Receipts link).

Transactions

Select New to generate an expected receipt for new interunit transfer orders that have been depleted but not sent out in a previous message. Select Closed/canceled to generate an expected receipt for interunit transfer orders that have been previously sent in a message and have subsequently been closed or canceled.

Shipments

Select All to generate an expected receipt for all shipments for a business unit. Select Specific and enter a Shipping ID to generate an expected receipt for a specific shipping ID.

Shipping ID

Select a valid shipping ID. This field is available for entry only if you elect to generate an expected receipt for a specific shipment ID.

Destination Unit

Select All to generate an expected receipt for all destination business units. Select Specific to generate an expected receipt for a specific destination business unit.

Unit

Select a valid destination business unit. This field is available for entry only if you elect to generate an expected receipt for a specific destination business unit.

Re-Generate Message

Select this option to regenerate a message for orders that have already been sent out.

Note. Select the Re-Generate Message check box to create a second interunit expected receipt message for selected shipments. This option is for instances where the destination node did not receive the original message.

See Also

Processing Enterprise Integration Points (EIPs)

Click to jump to parent topic(IND) CreatingShipping Excise Invoices for India

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Shipping Excise Invoices for India

For shipments from a business unit located in India, the shipping excise invoice performs tax determination and tax calculation based on information from the IN_DEMAND table where all inventory shipments are recorded. Create a shipping excise invoice for India whenever Indian excise duty applies to a shipment from a PeopleSoft Inventory business unit for these transactions:

Before you can create a shipping excise invoice, you must define these parameters:

Note. If only sales tax or VAT tax (value added tax) are applicable, you cannot create a shipping excise invoice. Even without an excise invoice, the system still calculates sales tax or VAT tax in PeopleSoft Order Management and Billing. A shipping excise invoice is only necessary if excise duty is applicable to the shipment.

To create a shipping excise invoice:

  1. Access the Shipping Excise Invoice page, enter the PeopleSoft Inventory business unit and the excise document number series for the new shipping excise invoice.

    If you are changing an existing shipping excise invoice, enter the PeopleSoft Inventory business unit and select by excise invoice number. To update a shipping excise invoice, it must have a status of New. Shipping excise invoices that are in Ready or Post status can be viewed but not updated.

  2. On the Shipping Excise Invoice page, click the Add New Lines link to access the Select Shipping Lines page.

    Use the Select Shipping Lines page to find and select the shipped items to be added to the excise invoice. You can search by ship to customer, customer address, source unit, location code, bill to customer, order number, and shipping ID. After entering the search criteria, click the Search button to display available shipping lines. Select the lines to be added to the excise invoice and press the Return key to include the shipping lines on the Shipping Excise Invoice page. All lines added to one shipping excise invoice must have the same Tax Transaction Type. One shipping excise invoice could contain shipping lines from more than one shipping ID. Also, the lines from one shipping ID could be split between different shipping excise invoices. If the sales order includes a product kit, then the order must be shipped by using only one shipping ID; otherwise, PeopleSoft Billing cannot properly invoice the order. A product kit order cannot be shipped with multiple shipping IDs.

  3. On the Shipping Excise Invoice page, review and enter data, then save.

    If a valid tax rate code is found, the tax amounts are calculated when you return to the Shipping Excise Invoice page. If a tax rate code is not found, you must select one manually and click the Calculate Tax button. Taxes are also calculated when you save the page. If the setup allows the shipping excise invoice number to be overwritten, then the user can enter a user-defined value for the invoice number. Alternately, the system can assign a unique excise invoice number based on the excise transaction type and the excise document number series that you entered and saved on the shipping excise invoice.

  4. If you add additional lines to the shipping excise invoice after saving, click the Calculate Tax button to recalculate the excise duty for the new lines that you added.

  5. Once you have saved the shipping excise invoice, you can print a copy to accompany the shipment.

    In order to print the shipping excise invoice, you need to set the status of the invoice to Ready. You can only print invoices that have a status of Ready or Post.. The invoice is printed when you click the Print button on the Shipping Excise Invoice page or on the Excise Invoice Report process page. Once printing is complete, the Print flag is set to Y, and any additional prints are identified as duplicates.

  6. When the Register Update process completes the Excise Quantity Register Update subprocess, then the Qty Upd Flg check box is selected on the Shipping Excise Invoice page.

When you save the Shipping Excise Invoice page or click the Calculate Tax button, the tax determination and tax calculation processes apply the needed excise duty, sales tax, or VAT tax to the shipping excise invoice. Use the excise duty to update the tax registers and create accounting entries in PeopleSoft Inventory. The sales tax or VAT tax on a shipping excise invoice is passed to the sales order and then to PeopleSoft Billing, which creates the accounting entries.

Note. To cancel a shipping excise invoice that you have created, the status of the excise invoice must be New and the invoice cannot contain any shipping lines. If you cannot cancel the shipping excise invoice, then you must make an excise adjustment to reverse it.

Sample Sale

When issuing samples from the PeopleSoft Inventory unit located in India, often the material stock request (or sales order) does not contain a sales price. However, excise duty is still payable on samples shipped. To properly calculate excise duty, use the item's assessable value as the base amount. Select the Use Assessable Value check box on the Tax Rate Code page to enable the system to find a base amount on the Item Defn Tax Applicability page or the Product Tax Applicability page.

Product KIT Sale

Excise duty is payable on the product kit and not on the individual components. Based on the tax structure, the excise duty is calculated on the kit's sales price or the assessable value maintained on the Product Tax Applicability page. Before a product kit can be added to a shipping excise invoice, the system verifies that all kit components have been shipped in the proper quantities. The excise invoice displays all kit components and their related quantities. A product kit order cannot be shipped with multiple shipping ID's.

Click to jump to top of pageClick to jump to parent topicPages Used to Create Shipping Excise Invoices for India

Page Name

Definition Name

Navigation

Usage

Shipping Excise Invoice

EXD_SHP_INVOICE

Inventory, Fulfill Stock Orders, Shipping Excise IND, Shipping Excise Invoice

Add or update shipping excise invoices by adding order lines to this page. The system calculates the excise duty, and save the shipping excise invoice under a unique excise invoice number. Click the Print button to print the excise invoice.

Select Shipping Lines

EXD_SHP_INV_SRCH

Click the Add New Lines link on the Shipping Excise Invoice page.

Use to select the shipping lines to add to the shipping excise invoice.

Excise Invoice Report

RUN_INS6800

Inventory, Fulfill Stock Orders, Shipping Excise IND, Shipping Excise Invoice Report

Prints a copy of the shipping excise invoice to accompany the item shipment from PeopleSoft Inventory. If more than one copy is printed, the subsequent copies are marked as duplicates.

Applicability Check

RUN_OM_EXS_APP_CHK

Inventory, Fulfill Stock Orders, Shipping Excise IND, Tax Applicability

Run the Applicability Check process, which checks each ship line to determine if excise duties, sales taxes, or VAT taxes are applicable. Specify a business unit or all ship lines for all business units will be selected.

See Also

(IND) Processing Customs, Excise Duties, Sales Tax, and VAT for India

Processing Taxes for India

Click to jump to top of pageClick to jump to parent topicEntering a Shipping Excise Invoice for India

Access the Shipping Excise Invoice page (Inventory, Fulfill Stock Orders, Shipping Excise IND, Shipping Excise Invoice).

Excise Invoice Header

Unit

Enter the PeopleSoft Inventory business unit that shipped the stock.

Invoice (Excise Document Number)

Displays the excise invoice number assigned to this shipping excise invoice. The number is from the Excise Document Number Series and the PeopleSoft Inventory business unit defined in the Unit field. The system validates the appropriate tax location for the unit to identify the format for the document number, such as prefix and length. If the Overwrite Allowed check box has been selected on the Excise Document Number Series page, then the user is allowed to add the invoice number. If the overwrite option has not been selected, the excise invoice number field displays NEXT until you save the shipping excise invoice.

Date

Displays the date this shipping excise invoice was created. When adding a new excise invoice, the system automatically uses the current system date. This value cannot be changed.

Nbr Ser (excise document number series)

Enter the excise document number series to be used to create a unique excise invoice number for this transaction. For shipping excise invoices, you are limited to the number series defined using one of the following excise transaction types: Domestic Sales, Export with Bond, Export without Bond, Deemed Export with Bond, Deemed Export, Manual, Inter-Unit Sale, or Stock Transfer.

Ship To

If the shipment was based on a sales order, this field displays the ship to customer ID from the shipping ID assigned to the sales order.

If the shipment was based on an interunit transfer that crosses different tax locations but not different general ledger business units, then this field is unavailable.

View Address

Select to view the shipping address of the Ship To Customer ID. The address that appears (and used) is the address specified for the address sequence number selected, not any address overrides entered.

The Rate Type, Currency Rate Divider, and Currency Rate Multiplier are from the sales order header linked to the shipping lines added to this excise invoice.

Add New Lines

Click this link to access the Select Shipping Lines page, where you can search and select the shipping lines to be added to this shipping excise invoice.

Print

Click this button to print the completed shipping excise invoice. The invoice must have a status of Ready or Posted to be printed.

Status

Displays the status of the shipping excise invoice. Values are:

N (new): The excise invoice has been entered and saved. The user can return to the Shipping Excise Invoice page and make further changes to the excise invoice.

R (ready to post): The excise invoice has been entered and the user has manually changed the status to ready. The user can no longer make changes to the excise invoice.

P(post): The excise invoice has completed the Excise Invoice Posting subprocess of the Register Update process.

C (cancel): The excise invoice has been canceled. Canceled invoices are saved for audit purposes and to insure the invoice numbers are sequential.

Excise Transaction Type

Displays the type of transaction to be entered. For shipping excise invoices, the values are:

Domestic Sales

Export with Bond

Export without Bond

Deemed Export

Deemed Export with Bond

Manual

Stock Transfer

Quantity Update Flag

Indicates the shipping excise invoice has completed the Excise Quantity Register Update subprocess of the Register Update process.

Print Flag

Indicates the shipping excise invoice has been printed. Any additional prints are identified as duplicates.

Total Taxes

Tax information is summarized for this shipping excise invoice.

Total Tax

Displays the combined excise tax, sales tax, and VAT tax for all lines in this shipping excise invoice.

Total Excise Tax

Displays the total excise tax amount for all lines in this shipping excise invoice.

Total ST/VAT Amount

Displays either the total sales tax or the total VAT tax for all lines in this shipping excise invoice.

Vehicle Information

Enter the required information about the shipment vehicle including vehicle number, lorry receipt number, and lorry receipt date.

Excise Invoice Lines

Displays the shipping lines added to this shipping excise invoice using the Select Shipping Lines page. The fields are populated from the shipping ID, sales order, or interunit transfer.

Src BU (source business unit)

Displays the business unit that originated the order. For an interunit transfer it is the shipping PeopleSoft Inventory business unit and for a sales order it is the PeopleSoft Order Management business unit.

Assessable Value

The assessed per unit value of the item. This value appears by default from the Product Tax Applicability page or the Item Defn Tax Applicability page.

Tax Transaction Type

Defines the type of transaction. Values include:

DEB (direct export with bond)

DEWB (direct export without bond)

DIMP (direct import)

DOM (domestic)

LEB (local export with bond)

LEWB (local export without bond)

LIMP (local import)

Parent Product ID

Displays the product kit ID if this line contains a product kit for PeopleSoft Order Management.

EXD Rate Code

Displays the tax rate code for excise duty.

TX Rate Code

Displays the tax rate code for sales tax or VAT tax.

Tax Detail Lines

The bottom portion of this page displays the tax calculations for each excise invoice line. When you save the page or click the Calculate Tax button, the results of tax determination and tax calculations appear in this section.

Tax Type

Displays the tax type that appears in this row. Values are: E (excise duty) or S (sales tax or VAT tax).

Tax Cmpnt (tax component code)

Displays codes established for each tax.

Tax Dep Code (tax dependency code)

Indicates the basis for calculating the tax, as well as the precedence of taxes of the same tax type that must be included.

Calc Scheme (calculation scheme)

Displays the default calculation scheme associated with the selected tax component code. You can override this value. Values are:

A (amount): Ad hoc amount-based tax calculation.

P (percentage): Percentage-based tax calculation. This is the default value.

Q (quantity): Quantity-based tax calculation.

Tax Rate Pct

If the Calculation Scheme field value is set to Percentage, this field displays the percentage to be applied against the taxable amount.

Tax Basis Amount

If the Calculation Scheme field value is set to Percentage, this field displays the base value used for the tax calculations.

Excise Curr Rptg (excise currency reporting)

Displays the excise reporting currency that appears by default from the Tax Location page.

Click to jump to top of pageClick to jump to parent topicPrinting a Shipping Excise Invoice for India

Access the Excise Invoice Report page (Inventory, Fulfill Stock Orders, Shipping Excise IND, Shipping Excise Invoice Report).

A printed copy of the excise invoice is required to accompany all shipments from Indian locations when excise duty is applicable. You can run this report by using the Print button on the Shipping Excise Invoice page or running this report process page. Once the excise invoice is printed, any reprints are identified as duplicates.

Enter the parameters to print one or more shipping excise invoices that have a status of Ready or Posted.

Unit

Enter the PeopleSoft Inventory business unit for the shipping excise invoices to be printed.

Invoice Option

Indicates the shipping excise invoices to be printed. Values are:

All Invoices

Date of Invoice

Range of Invoices

Single Customer

Single Invoice

Single Location

Date Invoice Created

Enter the date of the shipping excise invoices that you wish to print. This field is available if you selected Date of Invoice for the invoice option.

From Invoice Number and To Invoice Number

Enter the range of the excise invoice numbers for the shipping excise invoices that you want to print. These fields are available if you selected Range of Invoices for the invoice option.

Customer ID

Enter the customer ID for the shipping excise invoices that you wish to print. This field is available if you selected Single Customer for the invoice option.

Document Series

Enter the document number series for the shipping excise invoice that you want to print. This field is available if you selected Single Invoice for the invoice option.

Invoice Number

Enter the excise invoice number for the shipping excise invoice that you want to print. This field is available if you selected Single Invoice for the invoice option.

Reprint Invoice

Select to print a second copy of the shipping excise invoice. The invoice is marked as a duplicate. This field is available if you selected Single Invoice for the invoice option. When this option is selected, only invoices that have been previously printed are available in the Invoice Number field.

Location

Enter the location code for the shipping excise invoices that you want to print. This field is available if you selected Single Location for the invoice option.