PeopleSoft Order Management 9.1 PeopleBook

Maintaining Order Header and Line Information

This chapter provides an overview of the sales order entry form, lists common elements, and discusses how to:

Maintain header and line information.
Maintain additional order header information.
Maintain additional order line information.
View product information.
View and calculate freight charges.

Understanding the Sales Order Entry Form

PeopleSoft Order Management divides the sales order component into three main levels: header, line, and schedule.

The Order Entry Form page contains the header and line parts of a sales order. At the header level, you maintain information that pertains to the entire order as well as data that can default to the line-level. Line-level information pertains to the products and pricing that make up the order and also includes shipping information that can default to the schedule level. If you are using margin manipulation, you can create sections, or groupings of order lines, within a sale order to make it easier to apply price and cost changes. Schedule level information pertains to product sourcing, shipment dates, and other shipping attributes.

Enter additional and optional information for the header or line from the Header menu or the Line menu on the Order Entry Form page. The Order Entry Form page is divided into order header and order lines sections.

The amount of information initially displayed on the main area of the Order Entry page depends on the settings that you make from the installation, business unit, and user preference levels.

At the installation level, you control whether you want to process claimbacks, use feature/function security and Verity search, and how much data to display when working with large orders.

At the business unit level, you determine how to display header, sold-to, bill-to, ship-to, purchase history, and price summary information.

You can also define the type of information and which order form sections are displayed for the user from the user preferences Order - Sales page. From this page, you can control the same settings as you can from the Order Entry Features page. In addition, margin adjustments, line express entry, line filtering and additional line actions are controlled from the settings for the user.

See Also

Establishing Order Entry Features

Introduction to Sales Order Entry

Maintaining Order Schedule Information

Setting Default Sales Order Values

Using Self-Service Order Entry and Order Status

Working with Large Orders and Quotes

Entering Counter Sales

Common Elements Used in This Chapter

Currency Display	Click to switch between the transaction currency and the base currency.
Delete Line	Click to delete a new line when the quantity is zero.
Quantity Available	Displays the quantity of the product available in the designated warehouse in the unit of measure (UOM) selected, minus previously reserved orders for the product. If you have allocated a quantity online, the system subtracts it also.
Quantity Reserved	If you soft–reserved stock online, displays the quantity reserved for the line. If the PeopleSoft Order Management business unit Order Entry option is set to reserve stock at order save, and you save the order line or lines, then the quantity reserved value is updated at save time.
Address From	Displays the level from which a ship-to address override is being applied. For example, if the ship-to address is overridden on the header, then this field displays Header at the header and all lines and schedules that do not have their own ship-to address overrides. Note. The address information that you change affects only the order on which you are working. To change customer address information for all new orders, use the customer address pages.

Maintaining Header and Line Information

This section provides information about entering or modifying required and commonly used information on the order entry form.

This section lists common elements and discusses how to:

Enter order header information.
Enter order line information.
View price summary information.
Change export information.
Provide export license information.
Modify kit components.
Modify pricing information.
View price rule information.

Common Elements Used in This Section

Order Status and Status	Select from the following values: Canceled: The order was canceled before any shipments were made, or the line or the schedule is no longer valid. To reactivate a canceled order, copy it to a new order. If you change the status at the header level to Canceled, that status is used by default for all lines and schedules. Setting the line status to Canceled sets the status of all schedules associated with the line. An individual schedule can have its status set to Canceled without affecting the status of the line. Lines and schedules that have fully or partially shipped cannot be set to Canceled. To cancel a partially shipped line or schedule, set the quantity ordered to the quantity shipped. The Close Orders process closes the line, and the remaining quantities are de-allocated from the PeopleSoft Inventory demand tables if a picking plan has not already been generated. You cannot change the status from Canceled to any other status. Closed: Either the schedules have been fully shipped or the first shipment was made and back orders were canceled. The system automatically closes orders when you run the Close Orders process. You cannot set this status manually. Pending: The header or lines may need additional information. Demand data is passed to PeopleSoft Inventory based on the status of the schedule, not the status of the header. However, if you save the header as Pending and create lines and schedules for the order, they default to Pending rather than the normal default of Open. You can change the status of all the lines and schedules that you created from Pending to Open by changing the status of the header to Open.
Contact	Displays, by default, the primary contact associated with the sold to, bill to, or ship to customer from the Contact Customer page. The contact's location address is automatically populated on the sales order as well, if the contact's address is also a valid address for the customer.
Product Source	Select how the system will display the product ID. The default value comes from the referenced buying agreement, if applicable, or the Sold to Options page for the customer. The value can be changed at the header or line level. Options are: (Customer): to display the part number that the customer uses. (System): to display the product IDs entered from the product definition or customer part numbers. (UPC): to display the UPC number. (Universal): to display a universal part number.
Show Details and Hide Details	Click these links to show detailed or summary information for the sold-to, bill-to, and ship to customer. If you are viewing detailed information, the Hide Details link appears. Similarly, if you are viewing summary information, the Show Details link appears.
Ship To	If you change the ship-to customer ID after lines are associated with an order, the new ship-to customer ID appears as the default for new lines. The value is not changed on existing lines. If the ship-to address location or ship-to address override are changed at the header level, the change is propagated to valid pending and open lines and schedules.
Export	Select if export requirements are required.
Tax Code	If you are not operating in a value-added tax (VAT) environment and you do not have Vertex or Taxware installed, PeopleSoft Order Management calculates a simple sales tax. The code associated with the ship-to customer location address on the Customer Address page appears automatically for taxable orders. For orders being picked up at the warehouse counter, the tax associated with the Inventory Business Unit will appear on picked up orders. The Populate Billing process passes the tax code to bill lines in PeopleSoft Billing.
Reason	Select a reason code to describe the goods shipped as well as their nature and quality. This code is included on orders and shipping documents to meet Italian government requirements. You can only enter reason codes with the reason type of Shipments. If this field is left blank, a default value could be populated by the Order Management Business Unit Definition - Shipping and Returns page.
Tax Transaction Type	Select the tax transaction type assigned to the transaction The field is used for India localization tax processing. Values are: DEB (direct export with bond) DEWB (direct export without bond) DIMP (direct import) DOM (domestic) IUT (interunit transfer) LEB (local export with bond) LEWB (local export without bond) LIMP (local import)
Partials	Indicates whether your customer accepts partial shipment schedules.
Ship Prior	Indicates whether your customer accepts shipments before the requested arrival date.
Cancel Backorder	If your customer does not want backorders, select Yes.
Single Ship	If your customer wants the entire order shipped in one shipment, select Yes.
Requested Arrival Date/Requested Arrival Time	When you enter this date, the system calculates the requested ship date by adding the transit lead time that matches the order. The system considers exception ship dates for the ship-to customer and carrier in determining the scheduled arrival date.
Requested Ship Date/Requested Ship Time	When you enter this date, the system calculates the requested arrival date by subtracting the transit lead time that matches the order.
Scheduled Ship Date/Scheduled Ship Time	The system uses the requested ship date as the start date. Then it adds the transit lead time that matches the order. The system then considers the Inventory business unit and carrier closure calendar in determining the scheduled shipment date. Note. When using the any of the exception calendars (customer, carrier, ship from) to calculate the scheduled shipment date and time, there may be an extra minute adjustment with day exceptions that could change the date of the shipment. The system will adjust forward by one minute if the exception represents an entire day (indicated by start time of 12:00 AM and end time of 11:59) Block adjustments are not effected.
Scheduled Arrival Date/Scheduled Arrival Time	The system calculates this date based on the scheduled shipment date. It uses the transit lead time that matches the order. The system considers the exception ship dates for the ship-to customer and carrier in determining the scheduled arrival date. Note. When you change either of the scheduled dates—shipment or arrival—the system does not recalculate them. For example, if you change the scheduled ship date, the system does not recalculate the scheduled arrival date. The system assumes that you are manually overriding the dates. Changes to the requested dates trigger the automatic recalculation of the scheduled dates.
Use Preferred Freight Carrier	Indicates whether the carrier has been designated for freight purposes.
	Click the View Related Links button to access additional options for a sold to, bill to, ship-to customer and product. These links are available. Sold to customer: View Sold To Customer Address Override Sold To Address Sold To Address Annotations Bill to customer: View Sold To Customer Address Customer Credit Bill To Annotations Ship to customer: View Ship To Customer Address Override Ship To Address Ship To Address Annotations Product: Product Search Product Detail (after entering a product ID) Product Kit Detail (after entering a product ID) Product Kit Availability (after entering a product ID) Product Alternates (after entering a product ID) Product Annotations (after entering a product ID) Products by UPN (after entering a product ID) Products by UPC (after entering a product ID)

Pages Used to Maintain Header and Line Information

Page Name	Definition Name	Navigation	Usage
Order Entry Form	ORDENT_FORM_LINE	Order Management, Quotes and Orders, Create/Update Order Order Management, Quotes and Orders, Create/Update Quote	Enter header and line information.
Credit Card Data	ORDENT_HDR_CREDCRD	Click the Credit Card Data button from the Bill To Details region of the Order Entry Form page.	Displays credit card information for the transaction.
Letter of Credit Information	LCEXPORT_INQ	After selecting a letter of credit ID on the Order Entry Form page, click the Letter of Credit Info button.	View details for letters of credit for the customer. You must first establish letter of credit information for the customer using the PeopleSoft Treasury Export Information page.
Letter of Credit Document Info	LCDOC_INQ	Select the Letter of Credit Document Info tab on the Letter of Credit Information page.	View details for letter of credit documents for the customer.
Header Export Detail	ORDENT_HDR_EXPORT	After selecting the Export option, click the Export Detail button in the Ship To region of the order header on the Order Entry Form page.	View or change export shipping information for the ship-to customer.
Update Schedules	ORDENT_HDR_SCHCHG	Select Update Schedules in the Header Menu field on the Order Entry Form page. Click the Update Schedules link in the Ship To Details section of the Order Entry Form page.	Update shipping details for all schedule lines of the order. See Updating Shipping Schedules.
Carrier Information	ORDENT_CARRIER_VW	Click the Carrier Detail button on various pages in the Order Entry Form component.	View carrier information. Similar to the Carrier Table page in the General Options menu.
Export License Detail	ORDENT_EXP_LIC	Click the Export License Detail link on the Header Export Detail page or the Line Export Detail page.	View export license information for a ship-to customer.
Import License Detail	ORDENT_IMP_LIC	Click the Import License Detail link on the Header Export Detail page or the Line Export Detail page.	View import license information for a ship-to customer.
Shipment Schedules	ORDENT_SCH_ENTRY	Click the Shipment Schedules link on the Order Form Entry page.	Manage the schedules for the order. See Maintaining Order Schedule Information.
Orders with this PO	ORDENT_BLLPO_VW	Click the Orders with This PO button next to the PO Number field on the Order Entry Form page.	View sales order numbers referencing the same purchase order.
Customer Purchase History	CUST_PUR_HIST_OM	Order Management, Quotes and Orders, Create/Update Order, Review Customer Information, Purchase History Click the More Orders link (if applicable) in the Purchase History region of the Order Entry Form page.	View purchases made by a customer based on the setting from the Order Management Setup page. Lists orders by line, detailing order numbers and dates, as well as product IDs, descriptions, and quantities.
Select/Copy From Purchase History	ORDENT_CSTPUR_HIST	Click the More Orders link in the Purchase History region of the Order Entry Form page. The link is only available if more then 10 lines exist.	View purchase history if more then 10 lines exist. Note. Product IDs for orders originating from PeopleSoft Contracts or replacement orders originating from PeopleSoft Contracts are unavailable for selection. They still appear in the grid if the sold-to customer is the same customer as the current order.
Select Product	OM_UPC_PROD_SELECT	This page appears if multiple product IDs are assigned to a UPC code when you click the Lookup Product ID button.	If multiple products are assigned to the UPC code, select the correct product ID.
Select Product - UPN	OM_UPN_PROD_SELECT	This page appears if multiple product IDs are assigned to a UPN code when you click the Lookup Product ID button.	If multiple products are assigned to the UPN code, select the correct product ID.
Select Product - UPC	OM_UPC_PROD_SELECT	This page appears if multiple product IDs are assigned to a UPC code when you click the Lookup Product ID button.	If multiple products are assigned to the UPC code, use to select the correct product ID.
Kit Component Qty Detail	ORDENT_PRODKIT	Click the Kit Component Qty Detail button on the Product tab in the line area of the Order Entry Form page.	Update component quantities for a kit.
Line Pricing Data	ORDENT_LINE_PRICE	Click the Pricing Data link on the Order Entry Form page.	View and modify pricing and buying agreement information for the order line. PeopleSoft Order Management automatically determines the list price for the product on the order line and applies all adjustments based on the applicable price rules. You can also enter manual price adjustments.
Price Detail	ORDENT_LN_PRCAUDIT	Click the Price Detail link on the Line Pricing Data page or the Schedule Pricing Data page.	View price rule and promotion information.
Price Adjustment Detail	PRICE_CALC_SEC2	Click the Details link on the Price Rule Adit tab of the Price Detail page.	View the rule keys and values for the rule keys on the condition of the price rule.
Record Payment	ORDENT_PYMT	Click the Record Deposits link on the Order Entry Form page.	Enter a deposit or immediate payment for the order. See Recording Payments and Deposits for a Counter Sales Order.

Entering Order Header Information

Access the Order Entry Form page (Order Management, Quotes and Orders, Create/Update Order).

Note. Enter header information in the Order Header section of the page. If you change header information for an order with existing lines, the header changes apply only to new lines added to the order. The exceptions are status, ship-to address location, and ship-to address override.

Header Summary

Order

If you are using auto-numbering, the order number is assigned after you save the order.

Order Date

When you create a new order, the current date is the default order date. If you update an existing order, the order date is the initial date the order was created.

When the order is placed on hold, either manually or through the online or background process, ORDER HOLD appears to the right of the Order Date field. To see the reason for the hold, or to add or inactivate a hold, click Hold/Change Reasons link from the Header menu on the Order Entry Form page to access the Header Hold/Change Reasons page.

Order Group

Automatically populated by the preferences for the person entering the order (if one is defined on the User Preferences - Orders - Sales page). If an order group has not been defined previously, you must enter one.

Sold To

Sold To	You cannot change the sold to customer ID after lines are associated with the order. If, after entering a sales order, you need to change the sold to customer ID, cancel the order and enter a new order for the correct sold to customer. Keep in mind that changing the sold-to customer after entering the product and quantity can cause data integrity problems in a deferred processing environment.
Source	Indicates how an order was received (for example, by phone). Automatically populated by the order group or from preferences for the person entering the order. You can enter or change the value here unless the order originates from PeopleSoft Contracts (indicated by a CA value) or is a replacement order for an PeopleSoft Contracts order (indicated by an RCA value). Note. You cannot add a new order with a source of CA or RCA. You also cannot add or copy lines for orders originating from PeopleSoft Contracts.
Arbitration Plan	Displays the pricing arbitration plan associated with the sold to customer on the Sold To Options page. If the customer does not have an associated plan and is not part of a customer group with an associated plan, then the system uses the default arbitration plan set up on the Arbitration Plan page in PeopleSoft Enterprise Pricer.
Weight and Volume	Automatically populated by your selection on the Sold To Options page. If this field is blank, and the weight and volume pricing processing option is selected on the Order Entry Features page, then you can enter a weight and volume rule. Select Weight & Volume Price Calc. in the Header Menu field on the Order Entry Form page to manually calculate the weight and volume pricing and open the Deliveries page to view how it was calculated.
Exclusive Pricing ID	This ID represents a pricing arbitration plan that has price rules directly attached to it. An exclusive pricing ID may appear by default from the order group, or you can select one. The exclusive pricing ID appears by default on the order line and schedule; you can change it in both places.
Pricing Date	The value is an alternative value for Order Date. If it is provided, it is used as the Order Date in the pricing calculation. Options are: Effective Date, Order Date, Requested Arrival Date, Schedule Ship Date, System Date. For example, use the System Date to replace the Order Date to price the order with the current pricing criteria if a line is added to an existing order.
Freight Charge Method	If you are calculating freight charges, select Quantity, Value, Volume, or Weight as a method.
Customer Channel	Use the customer channel to divide customers for reporting, trade spending, and integration with PeopleSoft Demand Planning.
Quotation Number	If you create the sales order from a quote, the number of the quote appears here. You can also enter a number to associate a quote with an order.
Allow Product Substitutions	Automatically populated based on your selection on the customer General Information - Sold To Options page. Choose an alternate product if one exists during order entry, or substitute an item during the picking process in PeopleSoft Inventory.

Bill To

Payment Method	When you select Credit Card as the payment method, the Credit Card Data button is active.
Letter of Credit ID	If you have defined a letter of credit in PeopleSoft Treasury for the customer, then select a letter of credit ID.
Bill Type	Automatically populated by the Bill To Options page. If you have not set up a bill type at the customer level, the bill type identifier from the Accounting and Billing page on the Order Management business unit definition is the default. You can have only one bill type per order.
Freight Bill	Select or override to determine whether you want freight to be billed at order entry or shipping. See Basic Setup Steps for Freight Charges.
SubCustomer 1 and SubCustomer 2	If you are using subcustomers, they appear by default from the Miscellaneous General Info page for the customer.
Direct Invoicing	Select to have PeopleSoft Billing finalize and print an invoice for the order immediately after shipping.
Bill Only Sales Order	This option designates that the order is at the customer site and will be billed when it is sold as part of a vendor managed inventory.

Ship To

Shipping attributes are defaulted to new order lines.

Update Schedules	Click the link to access the Update Schedules page to make changes to the schedules in the order.
Partial Order	Indicates whether your customer accepts partial orders.
Single Ship Flag	Select Yes if the customer wants all the schedules that make up the order to be shipped together. All of the schedules must be on the same shipment. Note. If you have the single-ship option set to No and you have already added lines to the sales order, you cannot change the order to a single ship of Yes. You must cancel the order and start over. However, you can change the single-ship status from Yes to No. Note. If the single-ship option isYes and the partial order option is also Yes, the Cancel Backorder option will also be set to Yes and cannot be changed.
VMI Ship To (vendor managed inventory ship to)	Provided by default from the VMI Options page in the customer component designating that the inventory on the order is managed at the customer site.
Exemption Certificate	Select a value or enter the certificate number that is supplied when placing the order. Define tax exemption certificates on the General Information - Tax Exempt Certificate Info page. Because a customer may have multiple exemption certificates for different types of purchases and for different jurisdictions, this field has no default.

Header Information

Buying Agreement ID	Automatically populated by the sold-to customer or from the customer group associated with the sold-to customer if the buying agreements is defined as the default. You can change this value.
Standard Discount	Displays the discount applied to each sales order line, in addition to any price rule adjustments.
PO Number (purchase order number)	If you indicated on the General Information - Bill To Options page that this bill to customer requires a purchase order on all orders, then you must enter a value in the PO Number field if a blanket PO number does not automatically appear. If you enter a purchase order number that is already in use by another order, a message appears asking if you want to view the other orders that reference the purchase order number.
Confirming PO Received (confirming purchase order received)	Automatically selected if you have received a copy of the purchase order.
Payment Terms ID	The value appears by default from the Bill to Options page for the customer. The terms can by changed here.
Order Owner	Defaults from user preferences and defines the owner for the order. The value prints on the goods receipt and it used for pegging notifications.
Revision	The revision field has no processing associated with it at this time.

Purchase History

Product ID

Click a product ID to copy lines to this order from purchase history. The product ID, quantity, and unit of measure are copied. The remaining fields are automatically populated as if the order line was entered manually.

Note. You cannot select product IDs for an order originating from PeopleSoft Contracts, but you can view these order lines.

Order Line Entry

Enter product information.

See Entering Order Line Information.

Price Summary

View price information and adjust margins.

See Adjusting Margins on the Order Entry Form.

See Viewing Price Summary Information.

See Also

Shipment and Arrival Dates

Setting Up Transportation Lead Times and Internal Freight Charges

Using the Arbitration Plan

Processing Taxes for India

Using Direct Invoicing

Sales Orders from Contracts

Using Vendor Managed Inventory

Creating Margin Adjustments During Sales Order Entry

Entering Counter Sales

Entering Order Line Information

Access the Order Entry Form page (Order Management, Quotes and Orders, Create/Update Order).

Enter line information in the Order Line Entry section of the page.

Common Information

Line	The automatic increment for this field is controlled at the business unit level on the Order Management Definition - Order Management Setup page.
Status	Select the status of the order line. The default is the order header status.
Hold	The line is on hold if an L appears in the column. To view the hold code reason, select the Holds/Change Reasons link from the More list box. If any of a line's schedules are on hold, then an S appears. If there are line and schedule holds, then L/S appears. Note. If it is a pickup hold, it will not appear.
Product ID	Select a product ID, based on the product catalogs available to the customer, or manually enter an ID. If you have not assigned product catalogs to the customer, all products in your system are available. If you are using the Lookup Product ID prompt for an UPC or UPN Product Source and multiple product IDs are assigned to the UPC or UPN code, use the Select Product page determine which one to use.

Line Filter

Return lines by Line Status, Ship From BU (ship from business unit), Pick Up Only, or Section.

When you have made your selection to filter the lines, click the Filter Line button to view the results in the line grid, or the Clear Filter button to remove the filter criteria and display all of the lines.

Line Tab

Select the Line tab.

Quantity	Enter an order quantity in the increment required for the unit of measure. Valid increments are set up on the Product Attributes by UOM page and apply only to the line, not the schedule.
UOM (unit of measure)	Establish the default ordering UOM for the product on the Product Attributes by UOM page. If other valid UOMs exist for the product, you can change the value.
Pick-Up	Designates that the customer will be taking the products with them. If a load or route is present, the option cannot be selected. Note. To accept immediate payment and finish processing the order, the CSR must access the order from the Create/Update Counter Sales menu. Note. For orders marked as pickup, the Arrival Date Window hold, transportation rules, and the Carrier and Ship to exception calendars will not apply. See Entering Counter Sales.
Unit Price	This value appears after you enter a Quantity and UOM and click Calculate Price. Manually enter or change the price per unit if the line quantity will be sent out in one shipment; however, if multiple shipment schedules exist, you will receive a message instructing you to make the price change on each shipment schedule. If you change the price, you must select a price adjustment reason. You can establish defaults for user preferences or the Order Management Business Unit.
Extended Amount	Appears when you click Calculate Price. The currency from the header is used by default.
Ship From	Automatically populated by the ship from warehouse for the PeopleSoft Inventory business unit. The default value depends on certain business unit and customer conditions that are detailed in the Source of Ship From Inventory Business Unit section. If the Ship From field does not display a value, the product is a service. Use the Look Up Ship From button to view quantities available from different warehouses.
	Click the button to display the Supply Source Detail page. This button appears if the line has been pegged to a purchase order, requisition, interunit transfer (MSR), or Production order.
	Click the button to display the Alternate Sources of Supply page. The button appears if Manual or Automatic is selected as the Availability Option on the Order Entry Features page of the Order Management Business Unit.
Quantity Available	Displays the quantity available in the ship from PeopleSoft Inventory business unit either specified from the customer Distribution Network, alternate sourcing, the Inventory Business Unit defined on the Order Management Business Unit Shipping and Returns page or the Distribution Network defined on the Order Management Business Unit Shipping and Returns page.
Quantity Reserved	The value represents the quantity that has been reserved by the Material Reservations process either by selecting the Reserve Order or Reserve Line option on the Order Entry Form page or at Save time.
Quantity Shipped	Displays the quantity that has shipped.
Number of Schedules	If the order line has more than one schedule, the number of schedules appears as the last column in the display grid.

Product Tab

Select the Product tab.

	Click the Kit Component Detail button to view the components of the nonconfigured kit on the Kit Component Qty Detail page.
Order Group	Automatically populated from the header. You can change it here.
Customer Item Number	If the product source is not Customer, then the customer ID corresponding to the product source and product ID appears.
System Product ID	If the product source is not System, then the system product ID corresponding to the product source and product ID appears. The prompt for product ID displays the description from the product alias along with the systems product description.
UPC Code	If the product source is not UPC, then the UPC code corresponding to the product source and product ID appears.
Universal	If the product source is notUniversal, then the UPN code corresponding to the product source and product ID appears.
Pricing UOM (pricing unit of measure)	You can price in a different UOM than the ordering UOM. The value appears by default from the Product Attributes by UOM page.

Fulfillment Tab

Select the Fulfillment tab.

Quantity Backordered	Displays the unshipped quantity, if the line is partially shipped.
Quantity Promised	If using ATP (available to promise), the value represents the quantity that has been promised for the line.
Skip Promising	If you do not want the line to be promised for an ATP item, select the option. Otherwise it will be automatically promised when the order is saved.
Skip Lot Allocation	Select this option to bypass lot allocation. Otherwise it will be lot allocated when you save the order as long as it is a lot allocated item and you selected the Lot Allocate at Save option on the Order Entry Feature page for the business unit.

Margins Tab

Select the Margins tab.

See Adjusting Margins on the Order Entry Form.

Requested Dates Tab

Select the Requested Dates tab.

Scheduled Dates Tab

Select the Scheduled Dates tab.

Ship To Tab

Select the Ship To tab.

Ship To Taxes Tab

Select the Ship To Taxes tab.

Benefit Identification

A value is required if the transaction is identified as an Indian sale. The tax transaction types are valid for export sales:

DEB (direct export with bond)

DEWB (direct export without bond)

LEB (local export with bond)

LEWB (local export without bond)

Intrastat

If you are operating in a country that requires Intrastat reporting and this order line or schedule is an Intrastat transaction, select this check box. If it is, make a selection from the Replacement list box. Intrastat reporting distinguishes between original shipments, shipments that are a replacement for products that were previously shipped and returned, and shipments that are a replacement for products that were previously shipped and must be replaced but were not returned.

Replacement

If Intrastat is selected, select Not Applicable, Replace Goods Not Returned, or Replacement of Returned Goods.

Ship Options 1 Tab

Select the Ship Options 1 tab.

Direct Ship from Vendor

Select this option if the product is shipped directly from a vendor to your customer. Enter this information on the Product Definition - Options 2 page. You can also use direct ship to ship a product directly from the vendor when that product is normally stocked in PeopleSoft Inventory. Selecting direct ship will assign a source type of requisition or purchase order and a disposition of direct ship to the order schedule.

Reason

Displays tax reason codes for Italian regulations.

Ship Options 2 Tab

Select the Ship Options 2 tab.

The load and route cannot be entered if the line is marked as a customer pick up.

Load ID

Enter a load ID to include this order line on a preestablished load in PeopleSoft Inventory. The load's carrier ID, ship via information, and scheduled ship date (if applicable) are displayed, overwriting defaults that may have come from the buying agreement, customer, or header. These fields are not available for data entry.

Route

When you save the order, the system assigns a route code if the ship from inventory business unit is set up for routes and the line qualifies to be added to the route. The system searches the routes to find a match by inventory business unit, customer, ship-to customer, address, and ship via value. If the system finds a match, it adds a route code. If you know the route code, you can enter it while you complete the line information.

The Route Stop Number appears for the route.

See Routes.

Claimback/Supply Source Tab

Select the Claimback/Supply Source tab.

Claimback Contract ID

If you are using claimbacks and the Automatically Apply option in the Claimback SetID Options is set to either First to Expire or Largest Claimback Amount, click the Calculate Price button to have the system apply a claimback to the sales order. Once the claimback has been added, you can choose another claimback from the available options.

When you click the find button to the right of the Claimback Contract ID field, a custom search page appears. It enables you to select a claimback contract to apply to the sales order line or schedule. It limits the displayed claimback contracts to only those contracts that are valid based on Order Management Business Unit, (Sold -To) Customer ID or Customer Group, Product ID or Product Group, and valid start and end dates. Also included in the search list is the claimback contract description, vendor, start and end dates, claimback amount, claimback percent, and Cost Fixed from Contract flag.

See Viewing Alternate Sources of Supply.

See Working with Claimbacks.

Configuration Tab

Select the Configuration Tab.

If the product is configured, the Configuration Code appears.

See Creating Configured Product Sales Orders.

Buying Agreement/PO Tab

Select the Buying Agreement/PO tab.

Buying Agreement ID	Displays the buying agreement ID associated with this line. The default value comes from the order header.
Buying Agreement Line	Displays the line number of the buying agreement line associated with this order line. This number is assigned if the price is derived from the buying agreement.
Customer PO (customer purchase order)	Displays the customer purchase order ID associated with this line. The default value comes from the order header.
Customer PO Line (customer purchase order line)	If the order line references a particular line on the purchase order, indicate it here. You can enter a different PO number for each order line.

Backorder/Reservation Rules Tab

Select the Backorder/Reservation Rules tab.

Inventory reservation and backorder rules appear by default if you define a defaulting arbitration plan and defaulting rules in PeopleSoft Inventory.

See Defining Reservation and Backorder Rules.

Line Actions

Find Alternate Supply Sources	Click the link to perform alternate sourcing on each line in the grid. Each line is sourced independently. The highest priority sourcing option is assigned to the line. The button displays if Manual or Automatic is selected as the Availability Option on the Order Entry Features page of the Order Management Business Unit. If you selected Manual, you need to click the button to initiate advanced sourcing. This button will perform alternate sourcing on all the order lines currently in the sales order line grid.
Calculate Price	Click the button to calculate the price for the order. Pricing occurs when the button is clicked or when the order is saved.
Product Add	When you price the line it hits a Product Add price formula, a window displays the products eligible to add without charge or at a discount. Once you select the products to add, you can click the Product Add link to go back and review or re-select the products.
Shipment Schedules	Click the link to access the Shipment Schedules page.
Number of Lines to Copy	Enter the number and click the Copy Order Line button to copy the lines to a new or existing order.
Pricing Data	Click the link to access the Line Pricing Data page.

See Also

Placing Sales Orders on Hold

Default Ship-From Values

Total Order and Line Reservations

Setting Up Products

Setting Up and Running Intrastat Reports

Viewing Price Summary Information

Access the Order Entry Form page (Order Management, Quotes and Orders, Create/Update Order).

Margin Adjustments

Use this section to adjust margins.

See Adjusting Margins on the Order Entry Form.

Order Summary

Gross Order Total	The list price for all schedules of the order.
Line Adjustments	Adjustments for list price for all schedules.
Order Adjustment	The amount of the adjustments to the entire order.
Total Net Price	The Gross Order Total minus the Line Adjustments and Order Adjustment.
Freight Amount	Freight charges summed for all deliveries.
Freight Tax	Freight taxes summed for all deliveries with schedules.
Freight VAT Amount and Extended VAT Amount	Appears if it is a order with VAT (value-added tax). See Order Processing in a VAT Environment.
Tax Amount	Sales tax summed for schedules.
Net Order Total	The Total Net Price plus VAT Amount plus Freight Charge Amount plus Freight Tax plus Tax Amount.
Total Payment Received	The total money received from the customer for the order. This amount includes all deposits and payments.
Payment Applied	The payment that has been applied, used, or refunded. It is calculated as the difference between the Total Payment Received and the Order Deposit Balance.
Order Deposit Balance	The balance of the total deposits made against the sales order minus any previously applied deposits or refund activity.
Deposit Required Basis	Displays the sum of the unfulfilled schedules that have not already had a deposit placed for them. This basis amount will be used to calculate the amount of a deposit that is to be collected for an order. Note. If you want to take a deposit for a product kit that is direct ship from the vendor, a non-inventoried item, or a kit with a non-inventoried component, turn off the Mark for Billing at Save option on the Order Entry Features page of the Order Management Business Unit. Otherwise, after confirming and saving the order, the deposit cannot be included because the nonstocked product will have already been shipped.
Deposit Percent	Displays the amount of the deposit to be used against the current order transaction. This amount will be automatically calculated. When calculating this amount, the system will leave enough of the deposit to cover any existing backorders. The system-generated amount can be overridden from the Record Payment page. The deposit percent appears by default from the bill-to customer and then the Order Entry Feature page for the Order Management Business Unit.
Deposit Required Amount	System-calculated amount representing the deposit amount to be collected from the customer for the current transaction. Calculated by multiplying the Deposit Required Basis times the Deposit Percent. The amount can be overridden from the Record Payment page.
Deposit Applied	Displays the current refund amount available to offset the pick up amount, any remaining monies are used to offset the Deposit Required Basis. For example, suppose an order is completed and payment is taken for an order line that has not been shipped or picked up. Then, the order line is canceled and a new order line is added to the sales order. The system uses the refund amount available for the canceled order line as a credit to offset the pick-up amount first and the required deposit basis second.
Total Due	Displays the amount of the order that is due for the current order transaction.
Refund Due	Refund Amount displays the refund due to the customer. It is calculated as the current order deposit balance, minus the amount withheld for the backorder goods and any offset for the current transaction's pickup amount and basis for required deposit. It appears only if a refund is due.
*Payment Required	This message appears if the customer is required to make a payment at the time the order is placed. For example, if a total is due on the order and if the customer is marked as an Immediate Payment customer, then they will be required to pay in full for all items they are taking with them at the time of the order. If the customer is marked as requiring a deposit, then they will be required to pay the deposit amount at the time of the order for any items that they are not taking with them, for example, backordered or special ordered items. See Adding General Customer Information.
*Payment Not Required	This message appears if the customer is not required to make a payment at the time the order is placed. For example, if a total is due on the order and if the customer is not marked as an Immediate Payment customer, then the customer has the option to either pay in full, pay in part, or pay later for the items they are taking with them at the time of the order. If the customer is not marked as requiring a deposit, then they will not be required to pay a deposit for any items that they are not taking with them.
Record Deposit	Click the link to access the Record Payment page to add a deposit if required.
Currency Detail	Click the link to access the Currency Data page.
Authorize Credit Card	If the payment method is credit card, click the button to authorize the credit card.

Changing Export Detail Information

Access the Header Export Detail page (click the Export Detail button on the Ship To region of the order header on the Order Entry Form page after selecting the Export option).

Export

Automated Reporting Program

The automated exporter reporting program (assigned by the Bureau of Census in the U.S.) is automatically populated from the General Information - Additional Ship To Options page.

Export Documents

Canadian Customs Invoice	Invoice that must accompany shipments from the U.S. to Canada.
Shippers Export Declaration	U.S. Department of Commerce document describing all freight moving from the U.S. to other countries.
Certificate of Origin	U.S. certificate that guarantees that the goods are of U.S. origin (purchase or manufacture).

Providing Export License Information

Access the Export License Information page (click the Export License Detail link on the Header Export Detail page or the Line Export Detail page).

Type

Select from the following values:

General Destination: Goods are not export-controlled.
Specific: Products require a specific license for controlled technology.

Modifying Kit Components

Access the Kit Component Qty Detail page (click the Kit Component Qty Detail button on the Product tab in the line area of the Order Entry Form page).

The page displays information about the components that make up a kit.

Reload Kit	Click the button to reload the current kit components based on the shipment date.
Quantity	Adjust the quantity for the components that make up the kit.
OK to Ship Without	Select if the product kit can ship without this component.

Modifying Pricing Information

Access the Line Pricing Data page (click the Pricing Data link on the Order Entry Form page).

Prices

Price List ID	Displays the corresponding ID associated with the list price amount.
Standard Discount	Displays the standard discount, which is derived from the order group established on the Order Groups page.
List Price	Displays the base price for the UOM on the schedule. The list price comes from the price lists defined in pricing, or it is based on the price of the product in the designated ship from warehouse. If the line was created from a buying agreement, the list price that you defined for the buying agreement line appears.
Price Rule Price	Displays the price calculated after the system applies the price formulas.
Net Unit Price	Displays the price after the system has applied the standard discount and all price rule adjustments, or, if the line has been created from a buying agreement, the net unit price defined for the buying agreement line. If you change the value, enter a reason code for the change. Note. Prices appear only when the line quantity will be sent out in one shipment. If there are multiple shipment schedules, make the price change on each shipment schedule. In this case, open the Order Schedule - Pricing page to view pricing. If a nonstock or direct ship from vendor product is used, you can only change the unit cost.
Price Protected	Automatically selected for order lines created from quotations. If deselected, the price on the line can change as subsequent order lines are added, and the Order Repricing process recalculates the price if needed. For order lines created from quotations, the system automatically selects the Price Protected check box. If the line is created from a buying agreement and you did not select Price Can Be Changed on Order for the buying agreement, then the Price Protected check box is selected and you cannot change it. If you did select Price Can be Changed on Order, the Price Protected check box is selected but you can deselect it. The system automatically selects the Price Protectedcheck box when you make manual adjustments to prevent the adjustments from being overwritten by the Order Repricing process.
Exclusive Pricing ID	May be automatically populated by the header or order group, but you can override the value. You can see a list of all the price adjustments invoked by the exclusive pricing ID unless the order line was created from a buying agreement.
Extended List Price	Displays the quantity ordered multiplied by the list price.
Extended Net Price	Displays the quantity ordered multiplied by the net unit price.

Margin Info

Unit Cost

Automatically populated for stocked products and cannot be changed unless your CSRs can make margin adjustments. Establish the unit cost for stocked products when you define them in PeopleSoft Inventory.

For non-stocked and products sourced from a purchase order, the purchase order price will be displayed as the cost.

For stocked products, the cost defined by the default costing method of the item is displayed. If the cost is not defined or the costing method is Actual, then it will display No Cost/Actual.

The unit cost appears for a non-stock product if you defined the cost on the Product Price page, but you can change it.

If the unit cost for a non-stock product changes on an order-to-order basis, manually enter a value in this field.

Note. When shipping products where no cost is set up for actual, perpetual, or periodic costing methods, the system retrieves the cost from the purchase order associated with the schedule. If a purchase order is not provided, the default actual cost defined for the item on the PeopleSoft Inventory business unit is used.

Alt Unit Cost (alternate unit cost)

If you are using alternate costs, the value will appear. If you are not using alternate costs, the value will be the same as the unit cost. This field can only be changed if you have enabled security for margin adjustments and have enabled the margin adjustment option on the Order Entry Features page. Alternate cost is defined on the Product Definition - Options page and the Product Groups Table page.

Margin Amount, Margin Percent

The margin appears as both an amount and a percent for the unit and alternate unit cost.

Currency

Change Currency Display

Click to toggle between the transaction currency and the business unit base currency.

Manual Adjustment

Reason	Select a reason code for the adjustment. Note. You must enter a reason code before you enter the price adjustment.
Discount	Select to enter a manual discount adjustment.
Surcharge	Select to enter a manual surcharge adjustment.
Adjustment Amount	Enter the discount or surcharge adjustment amount.
Adjustment % (adjustment percentage)	Enter a percentage, and the system calculates the discount or surcharge adjustment amount.
Price Override	Enter a completely new price. Note. You can add only one manual price adjustment at a time. If you are changing the price for the line and the line has already been invoiced, the new price applies only to additional quantities for the line and new schedules created from the increase. The updated price does not apply to lines that have already been invoiced. Check to see if the line has an associated invoice ID by looking at the Order Tracking - Results page.
Promotion Code	If you have PeopleSoft Promotion Management installed, you can select a promotion code in addition to a discount, surcharge, or price override. The system passes the promotion code, along with the manual adjustment, to the ORD_PRICE_ADJST table. If you select a promotion code for the adjustment only, the system finds the price formulas associated with the promotion. Note. Whenever you override a price on a line or schedule using a promotion code, the system ignores any dates that are on the formulas of the applicable price rules. If a price formula has expired, the adjustment still applies.
Calculate Adjustment	Click to have the system adjust the price for the manual adjustment.

Miscellaneous

Buying Agreement ID	Automatically populated by the order header but can be changed.
Buying Agreement Line	If the price is assigned from the buying agreement line, select the buying agreement line number.
Buying Agreement Schedule	If this order line was created from a buying agreement release, displays the release number.
Payment Method	Displayed from the order header.
Payment Terms	Automatically populated from the order header and can be changed here.

Viewing Price Rule Information

Access the Price Detail page (click the Price Detail link on the Line Pricing Data page or the Schedule Pricing Data page).

Common Information

Price Rule	Displays adjustments made to the list price that are determined by the price rule.
Action Type	The price rule action type.

Price Rule Audit Tab

Select the Price Rule Audit tab.

Adjustment Method	Displays how the adjustment was applied.
Reason	Displays the adjustment reason if this was a manual price adjustment.
Adjustment Flag	Defines an Amount, Percent, or replacement price.
Adjustment Amount	Displays the adjustment amount from the price formula (if any).
Adjustment % (adjustment percentage)	Displays the adjustment percentage from the price formula (if any).
Amount	Displays the adjustment amount that is sent to PeopleSoft Billing.
Currency	Displays the currency of the adjustment amount.
Adjustment Type	Displays either Off-Invc (off-invoice) or Billback.

Formula Detail Tab

Select the Formula Detail tab.

Displays whether the formula was for a One-Time Only, Period-to Date, Total Order Flag, Tiered Pricing, or Mutually Exclusive formula.

Break Description Tab

Select the Break Description tab.

Displays details for each break such as the range Ids for the dates and formulas and the date and formula break descriptions.

Price Rule Promotions Tab

Select the Price Rule Promotions tab.

Price Promotion Code and Merchandising Type

Displays information from PeopleSoft Promotions Management.

Maintaining Additional Order Header Information

This section provides information about entering or modifying additional information for the options available under the Header Menu section of the order entry form.

This section discusses how to:

View deliveries.
Calculate freight charges.
View freight details.
Update shipping schedules.
View order hold history.
Enter header holds and change reasons.
Maintain header notes and attachments.
Enter project-related information.
Maintain user reference information.

Pages Used to Maintain Additional Order Header Information

Page Name	Definition Name	Navigation	Usage
Available to Promise	ORDENT_SCH_ATP	Select ATP Decision in the Header Menu field on the Order Entry Form page.	Perform ATP calculations. See ATP.
Agreement Usage	SCON_HDR_USAGE	Select Buying Agreement Usage in the Header Menu field on the Order Entry Form page. Click Buying Agreement Usage on the Line Pricing Data page.	Displays order activity against a buying agreement, including the line and schedule number against which the order was applied. See Creating Buying Agreements.
Conversations	CONVER_DATA1_SS	Select Customer Conversations in the Header Menu field on the Order Entry Form page.	Record conversations about or with a customer. See Managing Conversations.
Custom Fields	ORDENT_HDR_CUSTOM	Select Custom Fields in the Header Menu field on the Order Entry Form page.	Add or update custom character, numeric, or date and time fields at the header level. The fields can be used with inbound and outbound EIPs.
Customer Credit	ORDENT_CRED_AVAIL	Select Customer Credit in the Header Menu field on the Order Entry Form page. Click the Customer Credit link after clicking the Related Links button on the Bill To region of the Order Entry Form page.	View credit availability and details for a bill to and corporate customer. Similar to the Credit Available page.
Customer Deposits	CUST_DEPOSIT	Select Customer Deposits in the Header Menu field on the Order Entry Form page.	Use to record customer deposits. See Entering Counter Sales.
Deliveries	ORDENT_EST_SHIP	Select Deliveries in the Header Menu field on the Order Entry Form page. Select Weight & Volume Price Calc. in the Header Menu field on the Order Entry Form page. Click the Delivery ID link on the Freight Charges page.	View shipping information for the deliveries. Manually calculate the weight and volume price and open this page to view how the weight and volume price was calculated. View how each freight charge was calculated. Delivery criteria is defined on the Inventory Definition - Business Unit Options: Delivery Management Definition page.
Freight Charges	ORDENT_FRT_CHRG	Select Freight Charges in the Header Menu field on the Order Entry Form page.	Calculate freight for the deliveries that make up the sales order. Also, enter manual freight charges and override freight charges. Freight charges can be entered only after you have entered a line for the order.
Header Commissions	ORDENT_HDR_COMM	Select Commissions in the Header Menu field on the Order Entry Form page.	View or modify commission information for a sales order. See Structuring Commissions.
Header User Reference	ORDENT_HDR_CDATA	Select User Defined Reference in the Header Menu field on the Order Entry Form page.	Captures information that the customer wants referenced on the order. Data referenced here is informational only and is used with inbound and outbound EIPs.
Header Holds/Change Reasons	ORDENT_HDR_RSN	Select Holds / Change Reason in the Header Menu field on the Order Entry Form page.	Place or remove order holds; also enter reasons for holds on order headers. See Placing Sales Orders on Hold.
Header Notes/Attachments	ORDENT_HDR_NOTE	Select Notes/Attachments in the Header Menu field on the Order Entry Form page.	View or associate notes and attachments with a sales order header and have the notes print on designated documents.
Header VAT Information	ORDENT_HDR_VAT	Select Vat Information in the Header Menu field on the Order Entry Form page.	Enter header VAT information or override VAT default values. See Order Processing in a VAT Environment.
Allocation Workbench	IN_ALLOC_WB_SUMMRY	Order Management, Quotes and Orders, Allocation Workbench Select Allocations or Lot Allocation in the Header Menu field on the Order Entry Form page.	Use the Allocation Workbench to create a pre-allocation, lot-allocation, or move the demand line to the Released state and create a standard allocation. See Allocating Orders in Demand Fulfillment.
Margin Adjustments	ORDENT_MARGINS	Select Margin Adjustments Worksheet in the Header Menu field on the Order Entry Form page.	Manipulate the margins at the order level. See Entering Margin Adjustments on the Worksheet.
Order Hold History	ORDENT_HLDHIST_SEC	Select Hold History/Entire Order in the Header Menu field on the Order Entry Form page.	View an audit trail for the hold information on the entire order.
Supply Source Detail	ORDENT_SSRC_DTL	Select Pegged Supply in the Header Menu field on the Order Entry Form page.	View the existing pegs for the order. See Viewing and Updating Supply Source Information.
View Schedules	ORDENT_SCH_VW	Select View Schedules in the Header Menu field on the Order Entry Form page.	View summary information of all the schedules of the lines in the buffer. Column order for grids may vary by implementation.
Project Defaults	ORDENT_PROJECT	Select Project Defaults in the Header Menu field on the Order Entry Form page.	Enter PeopleSoft Project Costing-related information for an order. You must have PeopleSoft Project Costing installed.
Quote Competition	ORDENT_HDR_ADDTL	Select Quotation Data in the Header Menu field on the Order Entry Form page.	Enter information about the success percentage competitor, and win loss reason. The competitor data is informational only. See Maintaining Quotation Information.
RMA Reference for Sales Order	ORDENT_RMA_REF	Select RMA Reference for This Order in the Header Menu field on the Order Entry Form page.	View RMA details.
Schedules on Delivery	ORDENT_EST_SCHEDS	Click the Schedule Detail link on the Deliveries page.	View the schedules attached to the delivery.
Shipment Price Adjustments	ORDENT_SH_PRCAUDIT	Click the Pricing link on the Deliveries page.	View details for the weight and volume pricing adjustments.
Shipments by Header	ORD_SHIP_HDR_VW	Select Actual Shipments in the Header Menu field on the Order Entry Form page. Order Management, Quotes and Orders, Create/Update Order, Review Order Information, Shipments by Header	View shipment details for an order.
Short-Term Customer Setup	CUST_STERM_CREATE	Select Short-Term Customer Setup in the Header Menu field on the Order Entry Form page.	Enter a new customer using a template. See Using Short-Term Customers.
Summary by Sold To	ORDENT_SOLDTO_VW	Select Copy Sales Order/Quote in the Header Menu field on the Order Entry Form page. Select Orders by Sold-To in the Header Menu field on the Order Entry Form page.	Copy sales orders or quotes. View orders for a sold to customer by selecting Orders by Sold To.
Update Schedules	ORDENT_HDR_SCHCHG	Select Update Schedules in the Header Menu field on the Order Entry Form page. Click the Update Schedules link in the Ship To Details section of the Order Entry Form page.	Update shipping details for all schedule lines of the order. Update order lines and order headers when schedules are updated (Optional). Note. Schedule export and import information is only updated if a pick batch ID has not been assigned.

Viewing Deliveries and Delivery Details

Access the Deliveries page (select Deliveries in the Header Menu field on the Order Entry Form page).

Ship From BU	The ship-from PeopleSoft Inventory business unit for the delivery.
Scheduled Ship Date	The date that the quantity can be promised.
Freight Charge Method	The method that the system uses to calculate freight charges for the schedules within the delivery.
Order Freight Charge	Enter freight charges.
Adjustment Amount	Displays the additional adjustment amount that applies to the total order value. The adjustment amount is derived during weight and volume pricing.
Adjustment Percent	Displays the additional adjustment percent that applies to the total order value. The adjustment percent is derived during weight and volume pricing.
Use Preferred Freight Carrier	Indicates whether the carrier has been designated for freight purposes.

Note. If your inventory business unit has defined the delivery using additional fields, the field names appear in the Deliveries grid. The values of these additional fields on the delivery also appear. This page also displays any available freight charge audit information in the Freight Rules grid.

Note. You can also view the transportation/freight set ID that was selected as a match, the resulting freight charge, and the field values that make up the freight charge that were established on the Transportation/Freight Sets page. View the VAT Information link if you are working in a VAT environment.

See Also

Order Processing in a VAT Environment

Calculating Freight Charges

Access the Freight Charges page (select Freight Charges in the Header Menu field on the Order Entry Form page).

Order Freight Charge

Manually enter freight charges.

Note. Freight charges can be entered only after you have entered a line for the order.

Freight Charge Override

Select the checkbox to override the calculated freight charges.

Updating Shipping Schedules

Access the Update Schedules page (select Update Schedules in the Header Menu field on the Order Entry Form page).

Update shipping information on all of the open or pending schedules of a single sales order. You can update the schedules for each ship from warehouse. You must enter the ship from PeopleSoft Inventory business unit. The system checks the demand status of each schedule before it updates the schedules. If the schedule is ineligible for the update because of its demand status, the system issues a warning and skips the schedule. The system reprices the schedules and recalculates new scheduled ship dates as applicable and freight charges.

Note. If you update the schedules for an order, and the maximum online pricing rows exceed the maximum defined on the Installation Options Order Management page, you receive a message instructing you to use the OM Update Schedules process (Order_Change).

Update Schedules

Enter changes, and then click the button. The system updates all the open or pending schedules if the change is allowed in inventory, based on the demand status for the schedule. The system processes required changes to demand as a result of the shipping data change. It reprices the schedules and recalculates scheduled shipment dates and freight charges.

Viewing Order Hold History

Access the Order Hold History page (select Hold History / Entire Order in the Header Menu field on the Order Entry Form page).

View information about the hold conditions, such as the Hold Code, Hold Action, Reason Code, whether the hold is still active, and who updated the hold.

See Also

Placing Sales Orders on Hold

Entering Header Holds and Change Reasons

Access the Header Holds/Change Reasons page (select Holds/Change Reasons in the Header Menu field on the Order Entry Form page).

Hold History

Click the link to access the Header Hold History page.

Header Holds

Hold Code	You establish codes on the Hold Codes page.
Active	Deselect to take the order off hold. Deselecting this check box, instead of deleting the line, enables you to maintain a record of holds that have been associated with the order.
Reason Code	Enter a code for the change to the hold condition.
Status Date	Automatically populated by the current date, but you can enter any date. When you change the status of the Active check box, the status date is updated to the changed date.
Last Changed By	Displays the user ID of the person who added, or most recently modified, the hold code. The value of SYS in this field indicates that the hold was modified by a background process.

Header Change Reason

Reason Code

Select a reason code for the change to the order. Set up reason codes on the Reason Code page.

See Also

Placing Sales Orders on Hold

Maintaining Header Notes and Attachments

Access the Header Notes/Attachments page (select Notes / Attachments in the Header Menu field on the Order Entry Form page).

Header Notes

Use Predefined Standard Note	Select if you want to use a note that has already been set up. If you select this option, select Note from the available options. The Note Text, Note Type, and Documents To Print the Note On fields will appear for the standard note.
Note Type	Select from the available options to categorize the note that you are creating. This field is display-only for standard notes.
Note Text	Enter the text (up to 254 characters) for the note that you are creating. This field is display-only for standard notes.
Documents To Print the Note On	Choose which documents the notes will print on from the available options: Invoice, Advanced Shipping Notification, Bill of Lading, Buying Agreement Renewal, Buying Agreement Status, Invoice, Invoice Courtesy Copy, Invoice Notification, Order Acknowledgement, Order Change Notice, Packing List, Picking Plan, Product Price List, Quotation, and Returned Material Authorization.Only Invoice, Bill of Lading, Order Acknowledgement, Quotation, and Picking Plando not require configuration in order to print the notes. This field is display-only for standard notes. Note. The note will not print on the Goods Receipt in the counter sale environment. Note. If header notes are sent over to Billing without the order number as part of the bill by identifier fields, notes will be displayed on invoices without reference to the order number. If you want header notes to be printed with the order number, you can add it to the actual header note.
Key Words	Click the link to enter key words in the group box. You can create a PeopleSoft Order Management report that lists all sales orders with associated notes that contain certain key words that you specify here.

Attachments

Before you can add an attachment, you must configure the FTP server.

See Establishing FTP Servers for Attachments.

Add	Click the button to select an attachment. A secondary page will appear so that you can select a file to upload.
View	Click the button to view an attachment that was previously added.
Attached File	After selecting the file attachment, the file name appears.
Attachment Type	Select how to categorize the attachment from the available options. The types are set up on the Attachment Types page.
Description	The description for the attachment appears.

Supporting Pre-allocation and Lot-allocation

Access the Allocation Workbench - Search page (Order Management, Quotes and Orders, Allocation Workbench).

The search page prompts for the standard order keys along with advanced selection criteria. Additionally, there is a filter criteria to fine-tune the result set.

Action	Specifies the current action when the Process button is clicked. When the user changes the action, a check is performed to see if any manual changes have been committed. A message is displayed to the user giving them the option to continue and loose the changes or to cancel the request. Auto Allocate & Save option will attempt to allocate the selected rows. Only valid combinations will be updated. Action will change to Apply Manual Changes when changes are made on the detail page.
Process	Click the Process button to perform the Action against the selected rows and save.
Allocation Type	Used to determine the type of allocation when a new allocation is created using either the Auto or Manual Option. Changing the Allocation Type works in a similar way as changing the Action.
Manual Allocation	Clicking this link will build the detail page for any selected rows and the Allocations Detail page is displayed.

Entering Project-Related Information

Access the Project Defaults page (select Project Defaults in the Header Menu field on the Order Entry Form page).

Source Type	A source designation that enables you to track, analyze, and report project costs. This field is the highest designation level and can be general or specific.
Category and Subcategory	Optional additional levels that enable you to further break down project costs.

Maintaining User Reference Information

Access the Header User Reference page (select User Defined Reference in the Header Menu field on the Order Entry Form page).

Reference Number

Displays the customer's identifier for the text field.

Text

Contains free-form text associated with the reference number. For example, if customers want to pass on their internal department numbers, they would set up a reference number as an identifier and include text here for the actual number of the internal department.

Note. This information is informational only and is used primarily with Electronic Commerce to pass information associated with the header, line, or schedule. This will flow through the various Electronic Commerce transactions such as 840, 845, 850, 855, 860, 865, 810, and 856.

See Using Sales Order and Quotation Enterprise Integration Points.

Maintaining Additional Order Line Information

This section discusses how to determine whether an item is available to promise (ATP).

See Also

Maintaining Header and Line Information

Pages Used to Maintain Additional Order Line Information

Page Name	Definition Name	Navigation	Usage
Line Export Detail	ORDENT_LINE_EXPORT	Click the Export Detail button from the Ship Options 1 tab in the Order Lines region on the Order Entry Form page.	View or change export shipping information for the ship-to customer. Similar to the Header Export Detail page.
Manage Loads	LOAD_CONS_INV	Click the Manage Load button on the Order Lines Ship Options 2 tab on the Order Entry Form page.	View information about the load assigned to the order line. Combine order lines into a load for shipping on a particular carrier. You can view the actual load weight and volume of the load against the ship via maximum weight and volume capacity. Note. The load is assigned manually. The load is defined by the PeopleSoft Inventory business unit, carrier, ship type, and possibly the ship date and time. If the load is assigned, fields that define the load are disabled and cannot be changed until the load is removed.
Available to Promise	ORDENT_SCH_ATP	Select Available to Promise in the Line Menu field on the Order Entry Form page.	Activates a call to PeopleSoft Inventory to calculate ATP orders against future supply. Select a promise option returned from PeopleSoft Inventory for ATP items, where the entire quantity is not available on the date requested. If the entire quantity requested is available on the date requested, the system promises the item to the sales order schedule without displaying any page information. The item must be set up as an ATP item. Note. The system will loop over all of the schedules. If all of the quantity can be promised, the page does not appear. If one schedule can promise all of the quantity, use the ATP page. If more then one schedule is used for the demand, use the Sales Order Message page.
Item/Product Availability	ATP_SUMMARY_INV	Select Item Product Availability in the Line Menu field on the Order Entry Form page. Order Management, Quotes and Orders, Review Product Information Inventory, Manage Inventory, Review Inventory Balance Info	Check the current quantity and projected future availability for an item or product. See Checking Item Availability.
Custom Fields	ORDENT_LINE_CUSTOM	SelectCustom Fields in the Line Menu field on the Order Entry Form page.	Add or update customer character, numeric, or date and time fields at the line level. The fields can be used with inbound and outbound EIPs. See Maintaining User Reference Information.
Line User Reference	ORDENT_LINE_CDATA	Select User Defined Reference in the Line Menu field on the Order Entry Form page.	Captures information that the customer wants referenced on the order. Data referenced here is informational only and is used with inbound and outbound EIPs. See Maintaining User Reference Information.
Line Holds/Change Reasons	ORDENT_LINE_RSN	Select Holds / Change Reasons in the Line Menu field on the Order Entry Form page.	Place orders on hold and enter or view the reasons for changes to order lines. See Entering Header Holds and Change Reasons.
Line Hold History	ORDENT_HLDHIST_SEC	Click the Hold History link on the Line Holds/Change Reasons page.	View an audit trail for the hold information on the line. See Viewing Order Hold History.
Line VAT Information	ORDENT_LINE_VAT	Select VAT Information in the Line Menu field on the Order Entry Form page.	Override VAT information at the line level. See Modifying VAT Line Data.
Line Notes/Attachments	ORDENT_LINE_NOTE	Select Notes / Attachments in the Line Menu field on the Order Entry Form page.	You can associate notes or attachments with an order line and have them print on designated documents. The attachments can be in any application format. See Maintaining Header Notes and Attachments.
Allocation Workbench	IN_ALLOC_WB_SUMMRY	Order Management, Quotes and Orders, Allocation Workbench Select Allocations in the Line Menu field on the Order Entry Form page.	Use the Allocation Workbench to create a pre-allocation, lot-allocation, or move the demand line to the Released state and create a standard allocation. See Allocating Orders in Demand Fulfillment.
Allocate Lots	IN_ALLOC_WB_SUMMRY	Select Lot Allocation in the Line Menu field on the Order Entry Form page.	Use the Allocate Lots component to create or change a lot-allocation for the sales order schedule line. In PeopleSoft Inventory demand fulfillment, a lot allocation occurs when an item quantity in a specific lot ID within the Inventory business unit has been reserved for a particular line containing a lot-controlled item. See Creating a Lot Allocation.
RMA Reference for Sales Order	ORDENT_RMA_REF	Select RMA Reference for this Line in the Line Menu field on the Order Entry Form page.	View return and replacement sales order information.
Shipment Schedules	ORDENT_SCH_ENTRY	Click the Shipment Schedules link on the Order Entry Form page.	Define multiple order line shipments or change default information.
Shipments by Line	ORD_SHIP_LINE_VW	Select Actual Shipments in the Line Menu field on the Order Entry Form page. Manage Sales Activities, Maintain Sales Orders, Inquire, Shipments by Line, Shipments by Line	View detail of shipment information for each product on an order.

Determining Whether an Item Is Available to Promise

Access the Available to Promise page (select Available to Promise in the Line Menu field on the Order Entry Form page).

Scheduled Ship Date

The first date that the quantity can be promised.

ATP Quantity (available to promise quantity)

The quantity that can be promised for the scheduled shipment date.

Lead Time

The number of days included in the scheduled shipment date when no existing supply (or not enough supply) is available for purchased or manufactured items. The system calculates availability based on the lead time of the item.

See How Item Lead Time Affects ATP.

Select one of the check boxes:

The first check box displays the maximum ATP quantity that the system can promise for the requested scheduled ship date from the order line.
The second check box displays the scheduled ship date when the total requested amount can be promised.
The third check box displays multiple schedules, with each schedule having the maximum quantity that can be promised for the different scheduled shipment dates.

After you select one of the three check boxes, click Accept and save the page.

See ATP.

Viewing Product Information

View product information from the Review Product Information menu or from the Related Links button on the Product tab of the Order Entry Form page. After entering a product ID, if only one active page is accessible from the Related Links button, the page opens automatically.

You can view messages and notes associated with the product by using the Message Board. The Message Board displays the information in the left-hand frame of the sales order underneath the portal navigation.

This section lists the pages used to view product information.

Pages Used to View Product Information

Page Name	Definition Name	Navigation	Usage
Attachments	PROD_ATT	Products, Identify Product Details, Attachments Products, Review Product Information, Attachments Order Management, Quotes and Orders, Review Product Information, Attachments	View the multimedia files attached to a product.
Messages	PROD_MSG	Products, Identify Product Details Order Management, Quotes and Orders, Review Product Information, Messages Products, Review Product Information, Messages	View messages associated with a product.
Notes	PROD_NOTE	Products, Identify Product Details, Notes Order Management, Quotes and Orders, Review Product Information, Notes Products, Review Product Information, Notes	View notes associated with a product.
Product Annotations	PROD_ANNOTE	On the Product tab of the Order Lines region of the Order Entry Form page, click the Product Annotations link after clicking the Related Links button.	View notes, messages, or attachments associated with the product. This link is available only when annotations are present for the product.
Product Information Definition	PROD_DEFN	Products, Identify Product Details, Definition Products, Review Product Information, Definition	View product details, competitor information, and product options.
Product Kit Summary	PRODKIT_SUMMARY	Products, Identify Product Details, Kit Setup Products, Review Product Information, Product Kit Order Management, Quotes and Orders, Review Product Information, Product Kits	View the components of a product kit.
Product Alternates	PROD_ALT	Products, Identify Product Details, Alternates Order Management, Quotes and Orders, Review Product Information, Alternates	View which products, if any, can serve as substitutes for a product when it is unavailable.

Viewing and Calculating Freight Charges

Use the Carrier Table page to indicate whether or not you want freight charges calculated externally by a third-party freight interface. If you select external, you will need to set up third-party information on the Carrier URL page.

At the order header level, access the Freight Charges page to calculate freight charges for the deliveries on the sales order. The selection on the Order Entry Features page determines when and how the freight charges are calculated:

If you elected to have freight charges calculated online, they are calculated automatically at order save or when you click the Freight Charges link on the Order Entry Form page.
If you elected to have freight charges calculated manually, they are calculated only when you click the Freight Charges link on the Order Entry Form page.
If you elected to have freight charges calculated in the background, they are calculated when the Order Completion process (OM_BACKGRND) is run.

Click the Freight Detail link on the Freight Charges page to access the Freight Detail page, where you can view the audit details for how each freight charge was calculated for each delivery.

At the order header level, access the Deliveries page to view the details of each delivery of the order. You can also change or add the freight charge method on the Deliveries page.

In PeopleSoft Order Management, freight charges appear in the Price Summary section of the Order Entry Form page and are printed on the Sales Order report.

Defining External Third-Party Freight Integration

Using Delivery Management and Freight Calculations

Establishing Shipping and Returns Options