Setting Up Delivery Management

Order Entry Features

BUS_UNIT_TBL_OM9

select Set Up Financials/Supply Chain, then select Business Unit Related, then select Order Management, then select Order Management Definition, then select Order Management Setup

Click the Order Entry Features link on the Order Management Setup page.

Determine when a delivery ID should be applied to the demand line of a sales order line or quote. You can choose to create or update deliveries when a user saves a new sales order or quote or changes a field on an existing order or quote, and the Order Completion process (OM_BACKGRND) is run.

Shipping and Returns

BUS_UNIT_TBL_OM6

select Set Up Financials/Supply Chain, then select Business Unit Related, then select Order Management, then select Order Management Definition, then select Order Management Setup

Click the Shipping and Returns link on the Order Management Setup page.

At the business unit level, select the value of Yes in the Deliveries Restricted to Order field to require that all of the demand lines assigned to one delivery must be from the same sales order.

TableSet Control - Record Group

SET_CNTRL_TABLE1

select PeopleTools, then select Utilities, then select Administration, then select Tableset Control, then select Record Group

Select the SetID for the record group, IN_19, Delivery Autonumbering to link the delivery ID numbering sequence at the set ID level to the business unit (set control value). This record group is used with the Auto Numbering page.

Auto Numbering

AUTO_NUM_PNL

select Set Up Financials/Supply Chain, then select Common Definitions, then select Codes and Auto Numbering, then select Auto Numbering

Define the automatic numbering sequence for delivery IDs. To establish one or more numbering sequences for delivery management, use the Number Type of DELV (delivery ID) and the Field Name of DELIVERY_ID. Automatic numbering applies a system-generated number to each new delivery ID when it is created in PeopleSoft Inventory and PeopleSoft Order Management. When you use automatic numbering, you define the starting sequence for the delivery ID, and when the system creates a new delivery ID, it assigns the prefix for the starting sequence, plus the remaining numbering scheme for the ID.

Order Group Shipping Terms

ORD_GROUP_TERMS

select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Order Groups, then select Order Group Shipping Terms

At the order group level, select the value of Yes in the Deliveries Restricted to Order field to require that all of the demand lines assigned to one delivery must be from the same sales order.

General Information-Ship To Options

CUST_SHIPTO_OPT1

select Customers, then select Customer Information, then select General Information. Select the Ship To Option tab.

At the customer level, select the value of Yes in the Deliveries Restricted to Order field to require that all of the demand lines assigned to one delivery must be from the same sales order.

Buying Agreements - Header Terms

SCON_HDR_TRMS

select Order Management, then select Buying Agreements, then select Create/Update Buying Agreement

Select Terms in the Header menu field on the Buying Agreement Form page.

At the buying agreement level, select the value of Yes in the Deliveries Restricted to Order field to require that all of the demand lines assigned to one delivery must be from the same sales order.

Setup Fulfillment-Delivery/Freight

OF_SETUP10_INV

select Inventory, then select Fulfill Stock Orders, then select Fulfillment Rules, then select Setup Fulfillment, then select Setup Fulfillment, then select Delivery/Freight

Enable delivery management for the Inventory business unit and to define options for the delivery and freight features within this Inventory business unit.

Inventory Definition - Business Unit Options: Delivery Management

INV_SHP_FIELDS

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

Select the Business Unit Options tab. Click the Delivery Management Definition link.

Enter the fields used to build a delivery. When the system groups demand lines together to create a delivery, certain fields must be the same on all the demand lines, such as the same inventory (ship from) business unit and the same scheduled shipment date. Use this page to define additional fields that must match on each demand line added to one delivery ID. Both PeopleSoft Order Management and PeopleSoft Inventory use the criteria that you establish there.

Setup Fulfillment- Demand Change Configuration

OF_SETUP9_INV

select Inventory, then select Fulfill Stock Orders, then select Fulfillment Rules, then select Setup Fulfillment, then select Demand Change Configuration

Identify the fulfillment state in which no further demand lines can be automatically added to the delivery by the system. On the row Add Lines to Deliveries, select the fulfillment state at which the system should consider the delivery closed for shipment and no longer automatically adds demand lines to that delivery. Valid fulfillment states are Unfulfilled, Releasable, Released, Confirmed, and Shipped. If any demand line on the delivery has reached the state defined, then the system no longer automatically adds new demand lines to the delivery.