Understanding Order Entry Required Processing
This chapter provides an overview of order entry required processing and discusses how to:
Run order completion/repricing.
Run close order.
Understanding Order Entry Required Processing
Depending on the method that you use to enter sales orders in PeopleSoft Order Management, you must run different background processes to complete the transactions and to pass order information to PeopleSoft Inventory and PeopleSoft Billing. The table lists the required processes for each method of order entry:
|
Background Processes Required |
Order Entry Form |
EDI/XML |
Buying Agreement Releases |
Replacement Orders Created from RMAs |
|
Electronic Commerce (OM_EC).* |
NA |
Required. |
NA |
NA |
|
Create Sales Orders (OMCNTRCT). |
NA |
NA |
Required. (Only if you create sales orders in batch, otherwise it can be done online, and then only Order Completion needs to be run.) |
NA |
|
Order Completion/Repricing (OM_BACKGRND).* |
NA |
Required. |
Required. |
Required. |
|
Request Price Check (OM_AUDIT). |
NA |
Required. (Only if receiving customer prices through EDI.) |
NA |
NA |
|
Hold Checking (OM_HOLD).* |
Required. (Only for background hold processing.) |
Required. (Only for online or background hold processing.) |
Required. (Only for online or background hold processing.) |
Required. (Only for online or background hold processing.) |
|
Credit Checking - Customers and Source Codes (OM_CREDIT).* |
Required. (Only for background credit processing.) |
Required. (Only for online or background credit processing.) |
Required. (Only for online or background credit processing.) |
Required. (Only for online or background credit processing.) |
|
Populate Demand (OM_DEMAND).* |
Required. (Only if orders that are on hold are not sent to Inventory.) |
Required. |
Required. |
Required. |
|
Populate Billing (OM_BILL). |
Required. (Only if interfaced to PeopleSoft Billing.) |
Required. (Only if interfaced to PeopleSoft Billing.) |
Required. (Only if interfaced to PeopleSoft Billing.) |
Required. (Only if interfaced to PeopleSoft Billing.) |
|
Mark Lines for Billing (OMMARKLN). |
Required. (Only if using nonstock and direct-shipped products.) |
Required. (Only if using nonstock and direct-shipped products.) |
Required. (Only if using nonstock and direct-shipped products.) |
Required. (Only if using nonstock and direct-shipped products.) |
|
Load Credit Card Interface (OM_CRCARD). |
Required. (Only for credit card processing and credit card authorizations are not performed online.) |
Required. (Only for credit card processing.) |
Required. (Only for credit card processing.) |
Required. (Only for credit card processing.) |
|
Credit Card Processing (OM_CRC000). |
Required. (Only for credit card processing and credit card authorizations are not performed online.) |
Required. (Only for credit card processing.) |
Required (Only for credit card processing.) |
Required (Only for credit card processing.) |
|
Tax Applicability (OM_EXS_APPL). |
Required (Only for processing Indian taxes.) |
NA |
NA |
NA |
*When processing large volumes of orders through to PeopleSoft Inventory, you can stream the various batch processes together by selecting from the post process options on the run control page. All data selected as part of the process will be evaluated in subsequent processing.
The application engine processes take advantage of features including parallel processing and set processing that utilize temporary tables to reduce risk by date contention and deadlocks. To take full advantage of this, set up your runs to partition data. For example, for a Order Management Business Unit, you can process all orders coming from a specific source.
See PeopleTools PeopleBook: PeopleSoft Application Engine
This section provides details for these processes:
Order Completion/Repricing
Order Close
See Also
Using Sales Order and Quotation Enterprise Integration Points
Running Order Completion/Repricing
The Order Completion/Repricing process (OM_BACKGRND) completes processing for orders that are entered by these methods and enables you to access the orders from the Order Entry Form component:
EDI/XML messages.
Buying agreement releases.
Replacement orders that are created from RMAs.
The Order Completion/Repricing process:
Adds the default order schedule based on information at the order line level.
Applies the buying agreement, sold to customer, ship to customer, bill to customer, and order group defaults to the header, lines, and schedules.
Performs order pricing and tax defaults and calculations.
Processes deliveries, freight calculation (internal and external), and weight and volume pricing.
The Order Completion/Repricing process is made up of these programs:
|
OM_BACKGRND |
Calls all of the sub application engine programs to perform the processing. |
|
OM_PRICER & OM_GIVEAWAY |
Perform pricing or repricing. |
|
OM_BACKGRND3 |
Performs tax calculations. |
|
OM_LOAD_PRC |
Performs weight and volume pricing. |
|
OM_DEL_FRT |
Performs delivery and freight processing. |
Pages Used to Run Order Completion/Repricing|
Page Name |
Definition Name |
Navigation |
Usage |
|
Order Completion |
RUN_OM_BACKGRND |
Order Management, Quotes and Orders, Process Orders, Order Completion |
Process orders that are entered by EDI/XML, Buying Agreement Releases, and replacement orders that are created by RMAs. The process also updates the pricing for all open sales order lines and schedules that are not price protected, that is, the Price Protected option is deselected. The process recalculates prices based on changes that are made to orders and changes or additions to price rules. |
|
RUN_OM_REPRICE |
Order Management, Quotes and Orders, Update Price, Reprice Order |
Updates the pricing for all open sales order lines and schedules that are not price protected, that is, the Price Protected option is deselected. The process recalculates prices based on changes that are made to orders and changes or additions to price rules. |
Running Close Order/Quote/RMA
The Close Orders/Quotes/RMAs process (OM_CLOSE) checks the status of sales and quote orders, lines, and schedules, and RMAs, and closes them when appropriate. Orders, quotes and RMAs cannot be closed online.
Closing Order Headers
The Close Orders/Quotes/RMAs process updates the sales order header status to closed when the order header is not already closed or canceled and one of the conditions exists:
All lines for the order are either closed or canceled.
The backorder for the order is canceled because the cancel backorder option is yes.
Closing Order Lines
The Close Orders/Quotes/RMAs process updates the sales order line status to closed when the order line is not already closed or canceled and one of the conditions exists:
All schedules for the line are either closed or canceled.
The line for the backorder is canceled because the cancel backorder option is yes.
Closing Order Schedules
The Close Orders/Quotes/RMAs process updates the sales order schedule status to closed when the order schedule is not already closed or canceled, and one of the conditions exists:
The schedule is completely shipped; quantity scheduled minus quantity shipped is zero.
The backorder for the schedule is canceled because the cancel backorder option is yes.
Closing Quote Headers
The Close Orders/Quotes/RMAs process updates the quote order header status to closed when the quote header is not already closed or canceled and both these conditions exists:
All lines for the quote are either closed or canceled.
The quote has expired.
Closing Quote Lines
The Close Orders/Quotes/RMAs process updates the quote order line status to closed when the quote line is not already closed or canceled and the quote has expired.
Closing Quote Schedules
The Close Orders/Quotes/RMAs process updates the quote order schedule status to closed when the quote schedule is not already closed or canceled and the quote has expired.
Closing Returned Material Authorizations
The Close Orders/Quotes/RMAs process updates the RMA header status to closed when the RMA is not already closed or canceled and all RMA lines are either closed or canceled.
Pages Used to Run Close Orders|
Page Name |
Definition Name |
Navigation |
Usage |
|
RUN_OM_CLOSE |
Order Management, Quotes and Orders, Process Orders, Close Order/Quote |
Checks the status of sales and quote orders, lines, and schedules and closes them when appropriate. The user can choose Sales Order Only, Quote Only, or Sales Order & Quote for a single OM business unit. If Quote Only, or Sales Order & Quote is chosen, OM_Close will close any quotes that have expired. Note. OM_CLOSE should be run regularly for best system performance. Important! As a safeguard to ensure that you are making changes to the correct tables, do investigation using a SQL tool before making any modifications. The lists of tables accessed and updated that PeopleSoft provides are overviews and may not be comprehensive. |
|
|
Close RMA |
RUN_OM_CLOSE_RMA |
Customer Returns, Close RMA |
Checks the status of RMAs and closes all RMA headers if the lines for the header are either closed or canceled. The user can choose All Return to Option RMAs or Return to IBU Only RMAs. |