Setting Up Order Processing Options

To define channels, classifications, competitor codes, contact type codes, divisions, member quotas, order groups, order source codes, product brands, product categories, shipping priority codes, syndicated data, team members, and territories, use the Channel, Classification, Competitor Codes, Contact Type Code, Division, Member Quotas, Order Group, Order Source Code, Product Brand, Product Category, Shipping Priority, Syndicated Data Type Setup, Team Member, and PM Territory setup components, respectively.

Use the COMPETITOR_CD_CI, MEMBER_COMM_CI, MEMBER_TYPE_TBL_CI, PM_CLASSIFICATE_CI, PM_TERRITORY_CI, and PROD_CATEGORY_CI component interfaces to load data into the tables for these components.

Although pages in the Order Management Foundation menu are listed in alphabetical order, you should set them up in the order shown in the next section, because some tables use information that is defined on other pages. Many of the pages are discussed in other topics.

Most of the order processing pages are straightforward. These options are discussed in more detail in this topic:

Freight terms
Holds setup
Shipping priority codes
Messages
Order groups
Order group terms
Team member commission schedules
Period-to-date pricing calendar

Pages Used to Define Order Processing

Page Name	Definition Name	Navigation	Usage
Competitor Codes	COMPETITOR_CD	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Competitor Codes	Set up competitor codes to cross-reference products with competitors and to track competition on buying agreements, orders, and quotes.
Division	PM_DIVISION	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Division	Enter divisions for sales operations. Divisions are not used by any PeopleSoft standard processing at this time.
Product Brand	PROD_BRAND	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Brand, then select Product Brand	Establish brands for product sales. Product brands are not used by any PeopleSoft standard processing at this time.
Product Category	PROD_CATEGORY	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Product Category	Enter product categories. Product categories are not used by any PeopleSoft standard processing at this time.
Channel	PM_CHANNEL	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Channel	Enter sales channels. Channels are not used by any PeopleSoft standard processing at this time.
Classification	PM_CLASSIFICATE	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Classification	Enter classifications for customers. Classifications are not used by any PeopleSoft standard processing at this time.
Syndicated	PM_SYNDICATED	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Syndicated Data Type	Enter syndicated data network types. Syndicated data types are not used by any PeopleSoft standard processing at this time.
Territory	PM_TERRITORY	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Territory	Establish territories to divide your customer base into logical assignments. The territory designation is not currently used for pricing, reporting, calculations, or processing.
Buying Agreement Type	CONTRACT_TYPE	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Buying Agreement Type	Define buying agreement types to categorize buying agreements for reporting purposes or to flag buying agreements with similar renewal characteristics, such as annual purchase agreements.
Contact Type Codes	CONTACT_TYPE_CODE	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Contact Type Codes	Establish different types of customer contacts to manage various aspects of the business. Multiple contacts may exist to manage areas such as shipping issues, accounting problems, and so on.
Image Location	IMAGE_LOCATION	select Set Up Financials/Supply Chain, then select Common Definitions, then select File Locations and Images, then select Image Location select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Image Location	Enter the paths to the directories in which you store the image files.
Order Source Codes	ORD_SOURCE_CD	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Order Source Codes	Set up order source codes to indicate where orders and quotes originate, such as via internet, telephone, email, facsimile, electronic data interchange (EDI), mail, and so on. They can also be associated with users on the User Preferences - Orders - Sales page or with order groups. For PeopleSoft CRM and Contracts integration, the order source code determines the processing of the sales order in Order Management. In other cases, these codes are informational and can be used for reporting purposes.
Restock Fees	RMA_RSTK_SET	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Restock Fees by Reason	Define restocking fees.
Hold Codes	HOLD_CD	select Set Up Financials/Supply Chain, then select Product Related, then select Receivables, then select Payments, then select Hold Codes select Set Up Financials/Supply Chain, then select Product Related, then select Inventory, then select Hold Codes select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Hold Codes	Establish hold codes to flag an order or to stop the further processing of an order. Each hold code must be unique.
Holds Setup	OM_BU_HOLD_SETUP	select Setup Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Holds Setup	Manage the metadata values that appear on the Hold Processing page for the Order Management Business Unit.
Mass Change Definition - Description	MC_DEFN_00	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Mass Change Definition, then select Description	Enter a description for the mass change definition.
Rebate Penalty Definition - Definition	RBT_PNLTY_DEFN	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Rebate and Penalty Definition	Define comparison basis and the parameters that the system uses to calculate rebates and penalties. Define whether the calculation should compare sales amounts, percentage of amounts, sales quantity in units, or consider only the terms of a buying agreement or independent sales rebate or penalty definition. Define whether the rebate or penalty should be calculated as an amount or as a percentage of an amount.
Rebate Penalty Definition - Definition Step	RBT_PNLTY_DEFN_STP	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Rebate and Penalty Definition	Define the points at which the penalty or rebate amount or percentage changes.
Rebate Penalty Table	RBT_PNLTY_TABLE	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Rebate and Penalty Table	Define the qualified orders to be considered in the rebate or penalty calculation and define the basis used to calculate the rebate or penalty.
Sales Rebate - Definition	SRBT_TABLE	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Sales Rebate Setup	Define independent sales rebates or penalties.
Sales Rebate - Customer/Product	SRBT_CUSTPROD_TBL	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Sales Rebate Setup	Define which customers or customer groups and products or product groups to consider for the sales rebate or penalty.
Options & Defaults	CB_SETUP_OPT	select Setup Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Claimback SetID Options	Set up default values and contacts for claimback contracts, claimback contract and claim prefixes, and claimback claim over and under tolerances.
OM Business Unit Groups	CB_OMBU_GRP	select Setup Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Claimback OMBU Groups	Define which Order Management Business Units belong to each user-defined group. These groups will provide the default list of Order Management Business Units to the claimback contract line.
Shipping Priority Codes	SHIP_PRIORITY	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Shipping Priority Codes	Define shipping priority codes that can be used as the final sort option for fulfilling orders on the Fulfillment Setup - Fulfillment Setup page in PeopleSoft Inventory.
Messages	MESSAGE_TBL	select Set Up Financials/Supply Chain, then select Product Related, then select Receivables, then select Options, then select Messages select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Messages	Define message codes and optional related actions.
Order Groups	ORD_GROUP	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Order Groups	Define order groups.
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	Define additional attributes for the order group, such as shipping defaults. If necessary, include online credit checking as a default value.
Return Type Codes	RMA_RETURN_TYPE	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Return Type Codes select Set Up Financials/Supply Chain, then select Product Related, then select Inventory, then select Return Type Codes	Define default shipping options and the actions that returned goods initiate.
Member's Commission Schedule	MEMBER_COMM_QUO	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Team Mbr Commission Schedules	Define a commission schedule for team members. Indicate amount ranges for either bookings or shipments, depending on the basis that is selected on the Team Member Personal Data - Member Commissions page, and define a commission percentage for each range.
Team Member Sales Quotas	MEMBER_QUOTAS	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Team Member Sales Quotas	Establish sales quotas for team members that are used for analysis purposes only. They are not part of structuring commissions. Base quotas on individual products, product groups, or all sales for the member.
Sales Calendar	CALENDAR_BLDR_TD	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select PTD Pricing Calendar, then select Sales Calendar select Set Up Financials/Supply Chain, then select Product Related, then select Promotions Management, then select Sales Calendar	Establish a calendar to be used with period-to-date pricing.
Template Role	TEMPLATE_ROLE	select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Template Role	Assign a role able to access additional short-term customer templates, as well as the template specified on the PeopleSoft Order Management Business Unit, when entering sales orders, quotes, or return material authorizations (RMAs).

Holds Setup Page

Use the Holds Setup page (OM_BU_HOLD_SETUP) to manage the metadata values that appear on the Hold Processing page for the Order Management Business Unit.

Navigation

select Setup Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Holds Setup

Hold Field

Enter the name of an individual hold field that requires hold processing configuration.

Note: If you add a field to the Holds Setup page, you must also add the same field to the Order Management Business Unit table (BUS_UNIT_TBL_OM).

Sequence

Enter a sequence for the newly added field. The sequence number affects the order in which the hold fields appear on the Hold Processing page.

Display Fields

Select this option if you want to enter a Hold Code on the Hold Processing page.

Display Checkbox

Select this option if you want the hold processing check boxes to be active on the Hold Processing page. If the Display Checkbox option is deselected, all of the hold processing options on the Hold Processing page for the selected hold field will be unavailable for editing.

Hold Code Level

Specify the hold code level for the selected hold field. The options are: Customer Hold, Header Hold, Line Hold, Product Hold, Schedule Hold, Systems Hold.

Hold Type

Specify the Hold Type for the selected hold field. The hold type is used to group holds together for reporting purposes.

Select from these options: Automatic Holds, Configurator Holds, Credit Card Holds, Credit Holds, and Other Holds.

Shipping Priority Codes Page

Use the Shipping Priority Codes page (SHIP_PRIORITY) to define shipping priority codes that can be used as the final sort option for fulfilling orders on the Fulfillment Setup - Fulfillment Setup page in PeopleSoft Inventory.

Navigation

select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Shipping Priority Codes

Priority

The highest priority is 1. The larger the number, the lowerWE the priority.

Messages Page

Use the Messages page (MESSAGE_TBL) to define message codes and optional related actions.

Navigation

select Set Up Financials/Supply Chain, then select Product Related, then select Receivables, then select Options, then select Messages

select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Messages

Image: Messages page

This example illustrates the fields and controls on the Messages page. You can find definitions for the fields and controls later on this page.

You may find messages useful for identifying customers with chronic credit problems or for flagging new or discontinued products. Define message codes and link them to customers on the General Information - Messages page and with products on the Messages page.

Messages enable you to:

Place an order or order line on hold.
Prevent a customer from placing an order.
Prevent a product from being entered on an order.
Convey information.

Message Definition

Message Type

The message type categorizes messages into a group type. This field is informational only. Select from these options: Credit Related Message, Internal Warning Message, Product Related Message, Promotion Related Message.

Action

Select options for the message.

None

Indicates no action. The message is informational only.

Reject

Prevents the customer or product from being entered on a sales order or quotation.

Hold

Puts the sales order or order line on hold if it references a customer or product with this attached message. Select the option next to the Hold field to search for available hold codes. When you select an option, the system returns you to the main page.

Note: Message codes with an action of Reject apply to the sold-to customer only.

Note: The hold codes that can be added are controlled by role security from the Hold Code Security by Role page. You will not be able to add or delete a hold code if it is not specified at the role security level.

Sanction Match

Select to identify messages associated with Financial Sanctions Screening. If you select this option, set the Message Type to Internal Warning Message and the Action to None.

Note: Only one message can be selected with the Sanction Match value.

Pass to Unfulfilled, Pass to Releasable, Pass to Released, Pass to Picked/Confirmed, Pass to Shipped

Select the fulfillment status in PeopleSoft Inventory to pass demand data from order schedules referencing the customer or product with the message, even though the order is on hold.

Pass to Planning

Enables PeopleSoft Supply Planning to see order demand when considering the planning algorithms.

Pass to Purchasing

Select to enable holds placed on direct ship order schedules not to affect processing of the order in PeopleSoft Purchasing.

Pass to Billing

Define which holds should prevent nonstocked and direct-shipped order lines from being billed in PeopleSoft Billing.

Order Groups Page

Use the Order Groups page (ORD_GROUP) to define order groups.

Navigation

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

Order groups enable you to move order terms, such as standard discounts (discount percentage), into sales orders and quotes by default when you select an order group code. If you enter an order without using a customer ID, the system uses the order group values to populate the header fields that normally appear by default from the customer or buying agreement. If you enter a customer ID and select an order group code on an order or quote, the system uses order group values to populate any fields that are missing from the customer or buying agreement information.

You can assign a default order group code on the User Preferences - Orders - Sales page. This default code appears on all sales orders and quotations that the user enters.

Bill Type Identifier

Select from the available options to categorize grouped activities on a particular bill.

Exclusive Pricing ID

Use to tie pricing to a sales order. The exclusive pricing ID is a special pricing arbitration plan with specific price rules associated with it. If the system prices the sales order by using an exclusive pricing ID, only its related price rules are considered. The value can be changed on the Line Pricing Data page or the Schedule Pricing Data page.

Note: If no price adjustments are found using the exclusive pricing ID, then the system performs pricing again using the standard arbitration plan that is assigned to the sales order header.

Freight Charge Method

Select an option to determine how freight charges are allocated to the sales order from the delivery level.

See Applying Freight Charges to the Order Level.

Terms and Payment Method

Select the default terms and payment method for the sales order.

Discount Percentage

Define a standard discount for the order. The system applies the discount percentage to the net price for products on order lines that reference the order group. Because the standard discount is in addition to other adjustments to the price of the product, it is applied after all other price adjustments. You can change the order group at the line level to enable different standard discounts for each line of the order.

Source Code

Select the source for the order from the available options.

Credit Check

Select YES if you want the system to check credit online for orders referencing this order group. The system uses the online credit checking default you defined on the Credit Processing page.

Important! If you select NO for this option, the system does not perform credit checking for orders referencing this order group.

Order Group Shipping Terms Page

Use the Order Group Shipping Terms page (ORD_GROUP_TERMS) to define additional attributes for the order group, such as shipping defaults.

If necessary, include online credit checking as a default value.

Navigation

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

Carrier ID

Identifies the preferred carrier for this order group. These values are defined on the Carrier Table page.

Partial Order

Select Yes to enable shipment of an order when all the lines are not filled. PeopleSoft Inventory automatically creates a backorder for the schedules that cannot be shipped. If you do not select Yes, the order is not picked until all order schedules can be shipped complete.

Partial Schedules

Enable shipment of partial schedule quantities.

Ship Prior

Select Yes to enable shipments before the customer's scheduled shipment or arrival date. In the General Information - Ship To options, specify how many days early the customer accepts shipments.

Cancel Backorder

If you want to create a backorder for any goods not available for shipment, select No. When you select Yes, no backorder processing is done in PeopleSoft Inventory, and the order line is considered complete after the first shipment, even if the shipment quantity is less than the order quantity.

Single Ship Flag

If you want the order to be shipped in one shipment, select Yes. The entire order is shipped together when quantity is available for all of the order lines. The system will restrict data entry at the order schedule level. All schedule shipping information is kept in sync.

Use Preferred Freight Carrier

Select Yes to indicate that the customer prefers a particular carrier. The delivery management feature uses this preferred carrier ID for freight calculations.

See Setting Up Basic Information for Freight Charges.

Deliveries Restricted to Order

Use this yes/no field to determine whether all of the demand lines assigned to a delivery must be from the same sales order.

See Understanding the Delivery Management Setup Steps.

Team Member Sales Quotas Page

Use the Team Member Sales Quotas page (MEMBER_QUOTAS) to establish sales quotas for team members that are used for analysis purposes only.

They are not part of structuring commissions. Base quotas on individual products, product groups, or all sales for the member.

Navigation

select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select Team Member Sales Quotas

Basis

Bookings or Shipments appear on the page, depending on the selection you made on the Team Member Personal Data - Member Commissions page for this person.

Currency Code

Appears from the Team Member Personal Data page.

Commission % (commission percent)

Applies to each date range and amount range. The Update Order Commission Data process uses these criteria to determine the appropriate commission percent to assign to each team member who is associated with sales order headers or schedules.

Note: The date range and amount combinations cannot overlap.

Sales Calendar Page

Use the Sales Calendar page (CALENDAR_BLDR_TD) to establish a calendar to be used with period-to-date pricing.

Navigation

select Set Up Financials/Supply Chain, then select Product Related, then select Order Management Foundation, then select PTD Pricing Calendar, then select Sales Calendar

select Set Up Financials/Supply Chain, then select Product Related, then select Promotions Management, then select Sales Calendar

Monthly Allocation Type

If you use a monthly calendar period, select a monthly allocation type:

12 period Calendar: Monthly.

13 period Calendar: 13 periods of 4 weeks each.

445 Calendar: 12 non-monthly periods divided into four sets of three periods each, with the three periods in each set made up, respectively, of 4, 4, and 5 weeks.

454 Calendar: 12 non-monthly periods divided into four sets of three periods each, with the three periods in each set made up, respectively, of 4, 5, and 4 weeks.

544 Calendar: 12 non-monthly periods divided into four sets of three periods each, with the three periods in each set made up, respectively, of 5, 4, and 4 weeks.

Generate

Click this button to generate the periods in the sales calendar. Verify the sales periods and make changes to period names as required. The system displays a row for each period that is in the range that you indicate, with the appropriate information automatically inserted in the Sales Period, Begin Date, End Date, and Period Name fields. You can then change the Period Name for each period.

Begin Date and End Date

The system uses these dates to create a range of periods for the calendar that you generate.