Understanding Large Order Processing

The functionality in this topic helps you improve the performance for processing large orders. The system and environment configurations affect the processing of large orders and determine what is considered a large order for processing purposes.

PeopleSoft Order Management uses chunking to maximize performance for orders that have a large number of lines or schedules. Chunking controls the amount of order information that appears in the order entry form and is set up on the Installation Options Order Management page. When setting up chunking, you select the maximum number of lines to appear, schedules per line, rows to price online, and sources of supply rows for sales order and maximum number of lines to appear for buying agreements.

Note: A chunk is not the same as a screen full of data. It represents all of the rows that are in the scroll at a given point in time.

Chunking is used in these areas:

  • Viewing order lines and schedules.

  • Copying orders.

  • Updating all schedules of an order.

If an order or quote has more lines than the maximum lines that are defined on the Order Management Installation Options page, a search criteria page appears in place of the standard order line grid on the order entry form. You must search for the lines that you want to update. The lines that are found by the search appear in a separate area below the search criteria. They can be selected and retrieved into the order or quote. After the lines are retrieved, they may be updated or copied in the same manner as with a standard order or quote. Though the search may find more lines than the maximum that is defined, you cannot retrieve more than the maximum lines into the line grid. For example, if there are 1200 lines in the order, but the maximum lines to appear is 1000, you can only retrieve 1000 lines.

If you want to skip the display of existing lines or add new lines, you can use the Cancel Search button to return to the regular sales order grid.

Note: When you retrieve rows into the order line grid, they remain there until new lines are selected for update. Click the Cancel Search button to re-display the order line grid in its previous state.

On the main order entry form, up to 10 rows of customer purchase history appear. If there are more, a More Orders link appears. When viewing the customer purchase history, the number of rows that appear is also governed by the maximum number of lines that are defined at installation. Use the buttons at the top of the page to scroll through purchase history.

When retrieving schedules for a particular line, if the number of schedules for the line exceeds the maximum number of schedules that are defined at installation, only the maximum number are available. As with customer purchase history, use the buttons above the schedule grid to navigate through the schedules for the line. If the number of schedules for the line is less then the maximum, all schedules appear for the line.

Image: Buttons used to view customer purchase history and schedules

Buttons used to view customer purchase history and schedules

Buttons used to view customer purchase history and schedules

If you are repricing and the total number of orders per line or schedules on the order exceeds the maximum that is defined, a message appears directing you to use the Order Repricing process.

When using alternate sourcing, each schedule can be sourced individually. If you select the 'Source all lines' button, only those lines in the buffer are sourced.

Note: It is important that you run the sales order background processes (Hold Checking, Credit Checking, Repricing, Populate Demand, Order Completing, Reservations) regularly when working with large orders in order to keep the sales order data up to date if the order cannot be priced online. For example, if you are updating an order that has more lines or schedules then the maximum that is allowed, run the Hold Checking process (OM_HOLD) to update any holds that are on the order. Hold processing is performed only for the lines and schedules that are in the page buffer, even though hold processing may be set up for the Order Management business unit.

Note: The line and schedule maximums only apply to retrieving existing order data. New orders may have as many lines or schedules as needed.