Running the Process Deliveries/Freight Process

The Process Deliveries/Freight process pages enables you to:

  • Create deliveries.

  • Change or maintain existing deliveries.

  • Assign demand lines, shipping containers and packages to the deliveries.

  • Calculate internal PeopleSoft freight charges.

  • Request external carrier assignments, freight rating, and manifesting from external third-party freight systems. The Inventory Freight Request EIP and the Inventory Freight Response EIP are used.

You can use the Process Deliveries/Freight process with the third-party freight providers or the PeopleSoft internal freight calculation.

The PeopleSoft system contains two separate run control pages for the Process Deliveries/Freight process:

  • The Process Deliveries/Freight process page in PeopleSoft Inventory is located in the following menu path: Inventory, Fulfill Stock Orders, Process Deliveries/Freight. This run control page enables you to request carrier assignments, freight rating, and manifesting from the external third-party freight provider. You can also complete post ship actions.

  • The Process Deliveries/Freight process page in PeopleSoft Order Management is located in the following menu path: Order Management, Quotes and Orders, Process Orders, Process Deliveries/Freight. This run control page enables you to request freight amounts but not manifesting or post ship actions.

Page Name

Definition Name

Usage

Process Deliveries/Freight Page

RUN_IN_FULFILL_DEL

Enter search criteria and run the IN_FUL_DEL application engine process.

Process Deliveries/Freight Process Page

RUN_OM_DEL_FRT

Enter search criteria and run the OM_DEL_FRT application engine process.

Use the Process Deliveries/Freight page (RUN_IN_FULFILL_DEL) to enter search criteria and run the IN_FUL_DEL application engine process.

Image: The Process Deliveries/Freight process page in PeopleSoft Inventory (1 of 2)

This example illustrates the fields and controls on the The Process Deliveries/Freight process page in PeopleSoft Inventory (1 of 2).

The Process Deliveries/Freight process page in PeopleSoft Inventory (1 of 2)

Image: The Process Deliveries/Freight process page in PeopleSoft Inventory (2 of 2)

This example illustrates the fields and controls on the The Process Deliveries/Freight process page in PeopleSoft Inventory (2 of 2). You can find definitions for the fields and controls later on this page.

The Process Deliveries/Freight process page in PeopleSoft Inventory (2 of 2)

Use the Process Deliveries/Freight process (IN_FUL_DEL) in PeopleSoft Inventory is used to:

  • Create deliveries.

  • Validate existing deliveries.

  • Calculate freight using either the PeopleSoft internal calculator or the integration to an external third-party freight system. Freight can be calculated for the new deliveries or one or more existing delivery IDs.

  • Direct the third-party freight system to manifest the deliveries.

  • Complete post ship actions.

  • Re-send a freight request to the external third-party freight system.

Field or Control

Definition

Validate Delivery

Select an option to validate the deliveries in this process run. The process confirms that the attributes of the delivery and the demand lines that are assigned to the delivery are still valid. The process looks for demand lines on the delivery that do not match the values in the delivery key fields defined on the Inventory Definition - Business Unit Options: Delivery Management page used to build a delivery. For example, if the carrier ID must be the same for all demand lines on the delivery but not all the demand lines have the same carrier ID, then the process produces an error. The process also recalculates the total weight and volume.

The options are:

  • Do Not Validate: Do not use this option.

  • Reassign/Consolidate: The process validates the deliveries and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The process creates new deliveries as needed. Before removing any demand lines from a delivery, the process first verifies that the action is allowed based on the processing rules. The processing rules prevent the removal and reassignment of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

  • Validate Only: The process only validates the demand lines and deliveries. If demand lines are invalid for a delivery, then a message is written to the process log. It does not assign or remove any demand lines from deliveries. Use the Delivery Management Workbench to reassign any demand lines.

  • Validate/Assign to New: The process validates the deliveries and places any unassigned demand lines onto new deliveries. The process creates new deliveries as needed. Unassigned demand lines are not placed onto existing deliveries. If demand lines are invalid for an existing delivery, then a message is written to the process log. It does not remove any demand lines from deliveries. Use the Delivery Management Workbench to remove and reassign any demand lines.

  • Validate/Auto Assign All: This option is similar to the Validate/Auto Assign Open option except that invalid demand lines can be removed from deliveries in both the open and closed status. The process validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open or closed status. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

  • Validate/Auto Assign Open: The process validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The process creates new deliveries as needed. Before adding or removing any demand lines from a delivery, the process first verifies that the action is allowed based on the processing rules. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

Business Unit and To Business Unit

If this run control should process one PeopleSoft Inventory business unit, enter the unit in the Business Unit field. If you want to process a range of business units, enter the starting unit in the Business Unit field and the ending business unit in the To Business Unit field. The system processes all PeopleSoft Inventory business units, sorted in alphanumerical order, that fall between the starting and ending unit.

All Business Units

Select this check box to process all PeopleSoft business units in this run control.

Search Criteria

Use the following search criteria fields to identify the demand lines or deliveries to be picked up by this process.

Field or Control

Definition

Fulfillment State

Choose the demand fulfillment states of the demand lines to be selected.

Ship by Date

Choose the date to select demand lines. Values are:

  • Order Date: Select to process orders based on the order date. Enter a date range in the Date From and To fields.

    For just one specific date, use theDate From field only.

  • Orders Placed Today: Select to process orders entered in the system today.

  • Schedule Date: Select to process orders based on a the scheduled shipment date defined on the order demand line.

    Enter a date range in the Date From and To fields.

    For just one specific date, use theDate From field only.

  • Ship Early Date: Select to process orders based on the Earliest Ship Date field of the order demand line.

    Enter a date range in the Date From and To fields. For just one specific date, use the Date From field only.

Date From and To

Enter the dates to retrieve orders or demand lines. This is based on the entry in the Ship by Date field.

Demand Source

Enter the PeopleSoft application where the demand lines originated.

Source Unit

Enter the business unit where the demand lines originated. For sales orders, this is the PeopleSoft Order Management business unit. For material stock requests, this is the PeopleSoft Inventory business unit.

Order Number and To

Enter the order number or range of order numbers to be processed. The order can be a sales order from PeopleSoft Order Management or a material stock request from PeopleSoft Inventory. If you enter a range of orders using the Order Number and To fields, then the system processes all orders, sorted in alphanumerical order, that fall between the starting and ending order numbers.

Order Line and Schedule Line

Enter the line number and schedule line number of the order number specified above.

Ship ID

Enter the shipping ID to select orders using a previously assigned shipping ID.

Delivery ID and To Delivery ID

Leave this field blank if you are creating a new delivery with this process. If this run control should process one existing delivery, enter the delivery ID in the Delivery ID field. If you want to process a range of deliveries, enter the starting delivery ID in the Delivery ID field and the ending delivery ID in the To Delivery ID field. The system processes all deliveries, sorted in alphanumerical order, that fall between the starting and ending IDs.

Carrier ID

Select one carrier.

Ship Via

Select one shipping method.

Route Group and Route Code

Select a particular transportation grouping and transportation route.

Customer ID

Select a particular customer.

Location

Enter to select orders that were entered for a particular location code. Location codes represent the business unit's address, a branch office, or shipping office. Location codes are defined on the Location Definition page (Set Up Financials/Supply Chain, Common Definitions, Location, Location). Search results include the demand lines or deliveries containing the demand lines that meet this search criteria.

Ship To Customer and Address Number

Select a Ship To Customer ID and address.

Pick Batch ID and To

Select a pick batch ID or a range of pick batch IDs assigned by the Order Release process.

Pick Line and To

Select a pick line number within a pick batch ID or a range of line numbers.

TMS Reference ID and TMS Reference Line

Select a TMS reference ID or line number assigned during the interface to the transportation management system (TMS).

External Reference ID and External Reference Line

Select an external reference number and line. The external reference information is assigned when warehouse management system (WMS) orders are downloaded using the Shipping Order Release EIP.

Load ID

Select a single load ID.

Ship Container ID

Select a single shipping container.

Priority and To

Enter a shipping priority code or range of codes that are assigned to sales orders in PeopleSoft Order Management.

Note: Within PeopleSoft, this field is only relevant for sales orders or interunit transfers created from PeopleSoft Supply Planning. However, the field is always available for entry to support modifications and third-party integration.

Item ID

Select an item ID.

Product ID

Select a product ID from PeopleSoft Order Management.

Parent Product ID

Select a parent ID of a product kit from PeopleSoft Order Management.

Freight Controls group box

Use the Freight Controls group box to determine your freight settings for the process.

Field or Control

Definition

Calculate Freight

Select this check box to have this process calculate freight for the selected deliveries. Depending on the delivery parameters, this process can calculate freight using either the PeopleSoft internal calculator or the integration to an external third-party freight system. For a delivery using third-party freight, selecting this check box directs the process to launch the Inventory Freight Request EIP. Freight can be calculated for the new deliveries or one or more existing delivery IDs.

Freight Type

Enter the freight type code to be used by the external third-party freight system. Freight types are defined at the SetID level and used to derive the correct service definition to send with the outbound message to the third-party provider.

Freight Options

Select one of the following freight options to request freight from an external third-party freight system:

  • Best Way: The PeopleSoft system sends a best way request to the third-party provider system and the third-party provider returns only one freight choice per delivery ID. Use the Best Way group box to choose the best way option. The best way options are least cost or by commit date.

  • Use Specified Carrier: The PeopleSoft system sends a request with a specific carrier ID to the third-party provider system and the third-party provider returns only freight choices from the specified carrier.

  • Carrier with Best Way: Select this option to enable the third-party freight system to return freight results when the carrier ID field is blank on a delivery that uses the Use Specified Carrier freight option. If the PeopleSoft system sends a delivery using the Use Specified Carrier freight option and the delivery does not have a carrier ID assigned to it, then the Best Way freight option is used.

Best Way

If you have selected Best Way or Carrier with Best Way in the Freight Options group box, then use this group box to choose your best way option:

  • Least Cost: The third-party freight system selects and returns the freight service with the least cost.

  • By Commit Date: The third-party freight system selects and returns the freight service that best matches the scheduled ship date.

Complete Delivery

Select this check box to set the status of the delivery to Complete Delivery which indicates that all fulfillment steps for the delivery are completed and all demand lines in the delivery are ready to be depleted using the Deplete On Hand Qtys process. If the PeopleSoft Inventory business unit is using deliveries, the Deplete On Hand Qtys process only pick ups demand lines that are on a delivery with the Complete Delivery status.

Commit Freight for Billing

Select this check box to indicate that the freight on this delivery is ready to be processed by PeopleSoft Billing and by PeopleSoft Cost Management.

External Manifest

Select this check box to instruct the external third-party freight system to create or update shipping manifests for the individual carriers. Label URL references and tracking numbers for the selected deliveries, containers, and packages, are sent to the PeopleSoft system and maintained with the shipping history information. In order to use external manifest all of the demand lines in the delivery must be in the fulfillment state of Shipped. A freight option of Best Way or Use Specified Carrier must be selected to perform external manifesting.

Resend Requested Freight

Select this check box to re-send deliveries that are in a Requested status. Use this option if you had a problem with the original EIP transaction and you want to send the transaction again.

Resend Received Freight

Select this check box to re-freight a delivery that has already been freighted. Normally, this process selects deliveries that have not yet been sent for freighting.

Use the Process Deliveries/Freight page (RUN_OM_DEL_FRT) to enter search criteria and run the OM_DEL_FRT application engine process.

Image: The Process Deliveries/Freight page in PeopleSoft Order Management

This example illustrates the fields and controls on the The Process Deliveries/Freight page in PeopleSoft Order Management. You can find definitions for the fields and controls later on this page.

The Process Deliveries/Freight page in PeopleSoft Order Management

Use the Process Deliveries/Freight process (OM_DEL_FRT) in PeopleSoft Order Management is used to:

  • Create deliveries.

  • Validate existing deliveries.

  • Calculate freight using either the PeopleSoft internal calculator or the integration to an external third-party freight system. Freight can be calculated for the new deliveries or one or more existing delivery IDs.

  • Re-send a freight request to the external third-party freight system.

Field or Control

Definition

Validate Delivery

Select an option to validate the deliveries in this process run. The process confirms that the attributes of the delivery and the demand lines that are assigned to the delivery are still valid. The process looks for demand lines on the delivery that do not match the values in the delivery key fields defined on the Inventory Definition - Business Unit Options: Delivery Management page used to build a delivery. For example, if the carrier ID must be the same for all demand lines on the delivery but not all the demand lines have the same carrier ID, then the process produces an error. The process also recalculates the total weight and volume.

The options are:

  • Do Not Validate: Do not use this option.

  • Reassign/Consolidate: The process validates the deliveries and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The process creates new deliveries as needed. Before removing any demand lines from a delivery, the process first verifies that the action is allowed based on the processing rules. The processing rules prevent the removal and reassignment of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

  • Validate Only: The process only validates the demand lines and deliveries. If demand lines are invalid for a delivery, then a message is written to the process log. It does not assign or remove any demand lines from deliveries. Use the Delivery Management Workbench to reassign any demand lines.

  • Validate/Assign to New: The process validates the deliveries and places any unassigned demand lines onto new deliveries. The process creates new deliveries as needed. Unassigned demand lines are not placed onto existing deliveries. If demand lines are invalid for an existing delivery, then a message is written to the process log. It does not remove any demand lines from deliveries. Use the Delivery Management Workbench to remove and reassign any demand lines.

  • Validate/Auto Assign All: This option is similar to the Validate/Auto Assign Open option except that invalid demand lines can be removed from deliveries in both the open and closed status. The process validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open or closed status. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

  • Validate/Auto Assign Open: The process validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The process creates new deliveries as needed. Before adding or removing any demand lines from a delivery, the process first verifies that the action is allowed based on the processing rules. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

Perform Freight

Select this check box to have this process calculate freight for the selected deliveries. Depending on the delivery parameters, this process can calculate freight using either the PeopleSoft internal calculator or the integration to an external third-party freight system. For a delivery using third-party freight, selecting this check box directs the process to launch the Inventory Freight Request EIP. Freight can be calculated for the new deliveries or one or more existing delivery IDs.

Resend Requested Freight

Select this check box to re-send deliveries that are in a Requested status. Use this option if you had a problem with the original EIP transaction and you want to send the transaction again.

Resend Received Freight

Select this check box to re-freight a delivery that has already been freighted. Normally, this process selects deliveries that have not yet been sent for freighting.

Process Request Parameters

Use the search criteria fields in this group box to identify the demand lines or deliveries to be picked up by this process.