Setting Up Order Management Business Units

To define Order Management business units, use the Order Management Definition component.

After you map the business structure for your organization, add Order Management business units on the Order Management Definition - Order Management Setup page. The system prompts you to enter a business unit ID. You can navigate through the business unit pages by clicking the appropriate link. After defining the business unit, you can print an Order Management Business Unit Options Report showing the settings and attributes that you selected.

Page Name

Definition Name

Usage

Order Management Definition - Order Management Setup Page

BUS_UNIT_TBL_OM1

Establish the general processing structure for an Order Management business unit, such as the link with a Billing business unit, the purchase history that is available for sales order inquiries, the defaults for pricing sales orders, and assignment of a commission level.

Hold Processing Page

BUS_UNIT_TBL_OM2

Enter automatic hold parameters and hold codes for fulfillment processing.

Claimback Settings Page

BUS_UNIT_TBL_OM8

Enter accounting information for claimbacks.

Accounting and Billing Page

BUS_UNIT_TBL_OM5

Enter distribution defaults, billing options, value-added tax (VAT), counter sale options, RMA restocking information, and rebate and penalty codes.

Shipping and Returns Page

BUS_UNIT_TBL_OM6

Enter business unit information relating to returned material, transportation lead time, sourcing, freight, and export options.

Taxes and Currency Page

BUS_UNIT_TBL_OM7

Enter currency information, and sales tax setup information that ADP Taxware, Vertex®, and VAT provide by default.

Order Entry Features Page

BUS_UNIT_TBL_OM9

Enter quote and sales order processing options.

Order Management Options report

RUN_OMC1000

Establish report request parameters to display the settings and attributes for the business unit as specified on the PeopleSoft Order Management Definition Business Unit pages, such as credit check and automatic hold processing options, and distribution defaults.

Use the Order Management Definition - Order Management Setup page (BUS_UNIT_TBL_OM1) to establish the general processing structure for an Order Management business unit, such as the link with a Billing business unit, the purchase history that is available for sales order inquiries, the defaults for pricing sales orders, and assignment of a commission level.

Image: Order Management Setup page

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

Order Management Setup page

Field or Control

Definition

Default SetID

This field appears in Add mode. The unit determines the preliminary tableset sharing setup by determining the SetIDs that are assigned to each record group for the new business unit. The SetID that is assigned to a record group determines which tableset is used as values for that specific business unit.

Create BU (create business unit)

When you enter a new unit, click this button to establish the SetID controls for the Order Management business unit.

Note: Create SetIDs or business units that are five characters long. A performance degradation occurs if the SetIDs or business units have fewer than five characters.

Note: You must click the Create BU button before you can select a Location Code and BI Unit (Billing business unit) on this page and enter information on the other business unit pages.

Location Code

Enter or select the location of the business unit.

BI Unit (Billing business unit)

Select a value to link with an Order Management business. You can create invoices by Order Management business unit or by Inventory business unit. If you also link a Billing business unit with an Inventory business unit, the Inventory business unit takes precedence. Order schedules that have been shipped, including nonstock items, are pulled into the Billing system for creation of invoices. The process of invoicing is governed by rules associated with the Billing business unit that you enter on this page. These rules determine billing frequency, billing method, and so on.

Important! If you choose to invoice by Inventory business unit, you must enter a Billing business unit on the Inventory Definition - Business Unit Definition page.

GL Unit, AR Unit, VAT Entity (General Ledger business unit), (Accounts receivables business unit), (Value-added tax entity)

These fields appear after a BI Unit is selected. Although Order Management may interface with PeopleSoft Billing for invoicing, it does not post to PeopleSoft Receivables or PeopleSoft General Ledger directly. Instead, the PeopleSoft Order Management system is tied to a Receivables and General Ledger business unit based on the Billing business unit that is entered here. The Receivables business unit determines which receivable aging periods are included in the credit checking calculations during order entry. The General Ledger business unit determines the VAT entity.

Automatic Line Increment

In the Automatic Line Increment group box, enter the number that determines the next line, schedule, and RMA line number. For example, if you want order line numbers to increment by one, enter 1 in the Order Line field.

Note: The demonstration database is delivered with the line increment set to 2.

Customer Purchase History

Field or Control

Definition

Purchase History (Months)

Enter the number of months of purchase history that you want accessible during order entry. This option enables you to view all previous purchases that the customer makes within a time window and to select previously entered order lines for copying.

Pricing Options

Field or Control

Definition

Online

Select this option to price each schedule and line when the pricing calculator button is selected. Select the Price Protected option on the Line Pricing Data and Schedule Pricing Data pages to prevent the order from being repriced.

Background

Select this option to price the order in the background instead of online. The Order Repricing process prices order lines and schedules according to the timetable that is established by using the Process Scheduler. This process also reprices lines and schedules to reflect any quantity changes or price changes that are made after the order is entered.

Note: If Background is selected, the system moves the list price to the sales order by default. Price adjustments are not applied until the Order Repricing process runs.

Allow Adjustments to Buying Agreement Price

This check box indicates whether the buying agreement price can be adjusted. If selected, only the list price protect flag is turned on, and the buying agreement price will be used as the base for the adjustment calculation. If this check box is not selected, the list price and price protect flags will be turned on, and the price cannot be adjusted.

Price Adjustment Reason

Select a default reason code when adjusting the price on the order or quote. This field is useful if you are using margin adjustments and frequently changing prices on the sales order.

Period-to-Date Pricing

Field or Control

Definition

Period-To-Date Price Calendar

Select a calendar if you are using period-to-date price adjustments. Calendars are established on the Sales Calendar page.

Commissions Level

Select to determine whether commissions are tracked and, if they are, at which level, the header level or the schedule level. This value is the default for orders and quotes during order entry.

Use the Hold Processing page (BUS_UNIT_TBL_OM2) to enter automatic hold parameters and hold codes for fulfillment processing.

Image: Hold Processing page (1 of 2)

This example illustrates the fields and controls on the Hold Processing page (1 of 2). You can find definitions for the fields and controls later on this page.

Hold Processing page (1 of 2)

Image: Hold Processing page (2 of 2)

This example illustrates the fields and controls on the Hold Processing page (2 of 2). You can find definitions for the fields and controls later on this page.

Hold Processing page (2 of 2)

Field or Control

Definition

Process Option

Select a processing option from the available options.

Online: Orders are placed on hold as they are entered when a hold condition exists.

Background: Running the Automatic Hold Check Process (OM_HOLD) applies holds.

None: No hold processing is performed.

Important! A blank field is equivalent to no hold.

Hold Reason Code

Select the default reason code for the business unit to use when placing a hold. Establish the codes on the Reason Code page.

Select a default reason code for the hold. Values are:

Cust Apply: Manually apply customer hold.

Cust Rel: Manually release customer hold.

Prod Apply: Manually apply product line schedule hold.

Prod Rel: Manually release product line schedule hold.

System: Holds processed by the system.

Financial Sanctions Screening

Select to process Financial Sanctions Screening (FSS), which is defined at the Installation level on the Financial Sanctions Options page. You determine if you are going to perform FSS at the install level or the business unit level. FSS validates customer information with a variety of national and security lists. Hold codes can be established for the order or customer.

Credit Checks

Field or Control

Definition

Online Sales Orders

Select an option to check credit during online entry.

Sales Order Entry: Credit is checked every time the order is saved. The system warns you immediately when the order exceeds the credit limit.

Customer ID Entry: Credit is checked only when you enter the customer ID for the order.

Note: If you enter the orders in pending status, credit is not reevaluated when you change the status to open if you are using the customer entry option. You must run Automatic Credit Check (OM_CREDIT). If you are using the sales order entry option and change the status to open, credit checking is done when the order is saved.

Note: Online credit checks use PeopleCode, not the background Automatic Credit Check process.

Online Quotes

The same options apply as for sales orders.

Background

Select Sales Order or Quote and schedule the Automatic Credit Check process (OM_CREDIT) to run at intervals that make sense in the environment with the Process Scheduler.

Note: If you do not enable the Automatic Credit Check process, credit holds must be removed manually.

Hold Codes

Select the Inventory Flags tab to establish options to prevent processing of demand to PeopleSoft Inventory fulfillment states.

Note: Depending on the type of hold code, some levels in PeopleSoft Inventory may not be available.

Note: Price-related holds will not be placed on the order if the order is from a buying agreement. The price-related holds are Minimum Selling Price, Less Than Minimum Margin, and Exceeds Maximum Margin.

Field or Control

Definition

Pass to Unfulfilled

The system passes demand data with this hold condition to the unfulfilled state in PeopleSoft Inventory.

Pass to Releasable

The system passes demand data with this hold condition to the releasable state in PeopleSoft Inventory.

Pass to Released

The system passes demand data with this hold condition to the released state in PeopleSoft Inventory.

Pass to Picked/Confirmed

The system passes demand data with this hold condition to the picked/confirmed state in PeopleSoft Inventory.

Pass to Shipped

The system passes demand data with this hold condition to the shipped state in PeopleSoft Inventory.

Select the Other Flags tab to establish options to prevent processing to PeopleSoft Planning, Purchasing, and Billing

Field or Control

Definition

Pass to Planning

Enables the PeopleSoft Supply Planning system to see order demand for consideration in the planning algorithms, even though the order is on hold.

Pass to Purchasing

Holds that are placed on direct ship order schedules do not affect processing of the order in PeopleSoft Purchasing.

Pass to Billing

Use to define which holds should prevent nonstocked and direct shipped order lines from being billed in PeopleSoft Billing.

Note: Hold codes must first be established on the Hold Codes page.

Note: Not all options are available for all hold codes.

Field or Control

Definition

No Sold To, No Bill To, No Ship To, No Product Kit Components

These fields define missing information holds. The options are set up on the Hold Codes page. Data from orders with these hold conditions cannot be passed to the states in PeopleSoft Inventory until you remove the hold and supply the missing information.

Manual Header Holds, Manual Line Holds, Manual Schedule Holds

Determine if the holds applied manually prevent or enable order data transfer to states in PeopleSoft Inventory

Note: Keep in mind that the choices that you make on this page determine the effect of all manual holds.

Less Than Minimum Quantity

A hold condition occurs at the line level when the quantity is less than the minimum order limit for the product, established on the Product Attributes by UOM page.

Exceeds Maximum Quantity

A hold condition occurs at the line level when the quantity exceeds the maximum order limit for the product that is established on the Product Attributes by UOM page.

Exceeds Maximum Margin

A hold condition occurs at the schedule level when the margin exceeds the maximum margin that is allowed for the product, established on the Product Definition - Options page.

Less Than Minimum Margin

A hold condition occurs at the schedule level when the margin is below the minimum margin for the product, established on the Product Definition - Options page.

< Minimum Selling Price (less than minimum selling price)

A hold condition occurs at the schedule level when the price is less then the minimum selling price by unit of measure (UOM), established on the Product Attributes by UOM page.

Margin Rule Hold

A hold occurs if the margin price rule is violated when performing pricing during sales order entry.

> Buying Agreement Line MaxAmt (exceeds buying agreement line maximum amount)

A hold condition occurs at the header level when the line maximum amount plus the percent over the maximum exceeds the line maximum that is established on the buying agreement Line page.

< Buying Agreement Min Qty (less than buying agreement minimum quantity)

A hold condition occurs at the header level when the buying agreement line minimum is less then the quantity minimum that is established on the buying agreement Line page.

> Buying Agreement Max Qty (exceeds buying agreement maximum quantity)

A hold condition occurs at the header level when the buying agreement line maximum quantity plus the percent over the maximum exceeds the maximum quantity that is established on the buying agreement Line page.

Price Discrepancy Hold

A hold condition occurs at the header level when the customer's purchase order price differs from the price that is calculated by the system for orders that come through EDI/XML.

Arrival Date Window Hold

Enter a hold code to place the schedule on hold if the scheduled arrival date is outside of the window that the customer wanted to receive the goods. The system looks at the ship early and ship late days on the Ship to Options page along with the carrier, warehouse, and customer exception calendars and transportation lead times to determine if the scheduled arrival date is unacceptable.

Note: If the schedule is marked as a customer pickup, the arrival date window hold will not be applied.

Configuration Hold

A hold condition occurs at the header level when the configuration contains errors for orders that come through EDI/XML.

Customer Pickup

The order is placed on hold until the customer picks up the order. Fulfillment can only be passed to released and picked/confirmed states in PeopleSoft Inventory. The hold code prevents PeopleSoft Inventory from fulfilling the order. The hold is managed by the system when the pickup option is selected on the line or schedule. When the order is picked up by the customer and the order is completed (the CSR clicks the Complete Order button), the hold is removed.

Exceeds Customer Credit

The order or quote is placed on hold when the bill to customer's credit limit is exceeded. In situations where some orders are on hold because the credit limit is reached and others are not, the system applies and releases the credit holds by order date.

Exceeds Corporate Credit

The order or quote is placed on hold when the corporate customer's credit is exceeded. In situations where some orders are on hold because the credit limit is reached and others are not, the system applies and releases the credit holds by order date.

Exceeds Maximum Order Amount

The order or quote is placed on hold when the bill to customer's maximum order amount is exceeded.

Outstanding AR (outstanding accounts receivables)

The order is placed on hold when the bill to customer has any outstanding accounts receivable balance in the specified aging category or beyond.

Credit Card Hold

The order is placed on hold at the Header level until the credit card provider authorizes the credit card amount for the order.

Note: No further processing with PeopleSoft Inventory, Supply Planning or Purchasing can occur until the credit card is authorized.

Supplier Managed Inventory

This hold is used with the order verification option from the sold to customer to indicate that the order generated by VMI must be reviewed.

Order Sanction Hold

Enter a hold code for FSS screening during sales order entry. On the sale order, the customer information would be screened if there is an address override or a payment is entered for a counter sale.

Customer Sanction Hold

Enter a hold code for FSS screening that occurs for the customer. The hold code appears on the sales order if the customer is a match with the list used for FSS.

Use the Claimback Settings page (BUS_UNIT_TBL_OM8) to enter accounting information for claimbacks.

Field or Control

Definition

AP Business Unit (account payables business unit)

Specify the PeopleSoft Payables business unit used to process the payments for claimbacks.

Note: Ensure that the General Ledger unit is the same as the General Ledger unit for the Receivables unit defined for the Order Management business unit.

Claimback Dist Rule (claimback distribution rule)

Identifies the distribution rule to use in determining the distribution accounts for claimbacks.

Accrued Rev Dist Rule (accrued revenue distribution rule)

Identifies the distribution rule to use in determining the distribution accounts for accrued revenue.

Template ID

Identifies the Journal template ID to be used in claimback processing.

Claimback Revenue

Identifies the revenue account used in claimback processing.

Accrued Revenue

Identifies the accrued revenue account used in claimback processing.

Use the Accounting and Billing page (BUS_UNIT_TBL_OM5) to enter distribution defaults, billing options, value-added tax (VAT), counter sale options, RMA restocking information, and rebate and penalty codes.

Image: Accounting and Billing page (1 of 2)

This example illustrates the fields and controls on the Accounting and Billing page (1 of 2). You can find definitions for the fields and controls later on this page.

Accounting and Billing page (1 of 2)

Image: Accounting and Billing page (2 of 2)

This example illustrates the fields and controls on the Accounting and Billing page (2 of 2). You can find definitions for the fields and controls later on this page.

Accounting and Billing page (2 of 2)

Order Distribution Defaults

Field or Control

Definition

Rule Code

Have all orders entered for the business unit use the option that is set up on the Distribution Rules page to determine default distribution codes on sales orders. If the distribution rule fails to find a distribution set match for the sales order, the values that are entered in Revenue Code, Discount Code, and Surcharge Code are used. Use the Distribution Accounts page to override default distribution codes.

RMA Distribution Defaults

Field or Control

Definition

RMA Rule Code and RMA Revenue Code

Have all RMAs that are entered for the business unit use the RMA distribution sets that are set up on the Distribution Sets page to determine default distribution codes on RMAs. If the system fails to find a distribution set match for the document type of RMA on the Distribution Sets page, the system uses the values that are entered here. Override default distribution codes during RMA entry on the Revenue Distribution Accounts page.

Billing Options

Field or Control

Definition

Bill Type Identifier and Bill Source

The values for these fields are defined in PeopleSoft Billing.

Typically, a bill source is not required for billing interface operations. However, if you are generating invoice numbers by a bill source that is defined on the Installation Options - Billing - GL/AR Options page and no bill source is recorded for the Order Management business unit, then the system is not able to generate invoice numbers when adding new bills to PeopleSoft Billing.

The Bill Type Identifier and Bill Source fields are SetID-controlled and must match the values that are selected for the Billing business unit that is linked to the Order Management business unit on the Order Management Definition - Order Management Setup page.

Price Adjustment Detail Option

Determine whether discounts and surcharges pass to PeopleSoft Billing and appear on invoices. Valid options are:

As Account Distribution: The net unit price from the sales order is passed as the unit price to PeopleSoft Billing. Discount and surcharge information appears on the Accounting page of the online invoice. No discount or surcharge information appears on the printed invoice.

As Dis/Surch Detail (as discount or surcharge detail): The gross unit price from the sales order is passed as the unit price to PeopleSoft Billing. Discount and surcharge information is detailed on the Discount/Surcharge page and the Line-Info 1 page of the online invoice and appears on the printed invoice.

Netted with Revenue: The net unit price from the sales order is passed as the unit price to PeopleSoft Billing. Discount and surcharge information does not appear on the online invoice or on the printed invoice.

Note: Regardless of whether you have the Price Adjustment Detail Option set to As Account Dist (as account distribution) or As Disc/Surch Detail:

  • Bill back discounts are accrued on the invoice as a separate accounting entry.

  • If the adjustment price rule is applicable to cost base or applicable to alternate cost base (options on the price rule), then it will always be sent to billing as account distribution. This setting prevents customers from seeing what the cost was before adjustments were applied, but they appear in the final net price.

  • If an order schedule is subject to India Excise tax and it has multiple pricing schedules, it will be processed as if this option were set to Netted with Revenue.

Total Order/Load Adjust Option

This option controls how total order and weight and volume pricing discounts and surcharges are sent to PeopleSoft Billing, and how they appear on invoices.

Note: Your setting will be ignored under these circumstances:

For any activity that is fully paid on a counter sale order, all total order or weight and volume-based pricing will be sent to PeopleSoft Billing as adjustments to lines so that Billing will not recalculate taxes.

For any activity that is subject to India Excise taxes, all total order or load-based pricing will be sent to PeopleSoft Billing as individual lines because Billing will calculate the excise taxes for these lines.

The options are:

Adjustments to Invoice Lines: Adjustments are included in the line on the invoice.

Individual Invoice Lines: The adjustments will appear as individual lines on the invoice.

RMA Bill By ID

Identifier that groups RMA lines in billing.

RMA Adjustment Billing Source

Indicates the source for retrieving the bill type ID for grouping RMA lines on a bill. Valid options are:

No RMAs: Use normal defaults for grouping bill type ID.

OMBU (Order Management business unit): Use the RMA bill type ID that is defined for the Order Management business unit.

INBU (Inventory business unit): Use the RMA bill type ID that is defined for the Inventory business unit.

RMA Payment Terms

Select the RMA Payment Terms

Physical Nature

Select the default physical nature for transactions. Options are Physical Goodsor Intangible/Services.

Where Service Performed

Select the default location for where a service is most often performed physically. Options are: Buyer's Location, Ship From Location, Ship To Location, and Supplier's Location.

Restock Product ID

Select the identifier for the restocking charges that appear on the credit memo line. When the customer returns material, you may charge restocking fees. You can also have a credit memo generated when the RMA is saved or when the returned material is received. Fees, such as restocking fees, are added to the credit memo as an adjustment to the total credit amount.

Note: The system uses the restock product ID that is defined here whether you are billing by Order Management business unit or by Inventory business unit.

Freight Product ID

When an order is shipped, you can enter freight charges and miscellaneous charges in addition to freight charges, pallet charges, or packing charges, for example, on the Shipping/Issues - Order Summary page in PeopleSoft Inventory. Enter an identifier for freight charges that appear as bill lines on an invoice in the field.

Note: You can also calculate freight charges during order entry.

Miscellaneous Charge Product

The identifier entered in this field appears on the invoice as a bill line along with a description of the charge that is entered at shipment.

Rebate Product ID, Penalty Product ID

Enter for rebates and penalties that are associated with buying agreements and independent sales rebates.

Rebate/Penalty Bill By ID

Identifier that is used to group rebate and penalties in billing.

Note: Rebate information is always passed to billing on a new bill.

Supplier Direct Cost Source

Select the cost source to be used for supplier direct shipments. The options available are: Cost Management and Purchase Order.

Cost Management: Select to use the Cost Management cost associated with the item. If no Cost Management cost is found, then use the Default Actual Cost.

Purchase Order: Select to use the cost associated with the Purchase Order. If PO not created, then use the Cost Management cost or the Default Actual Cost.

Counter Sale

Set the parameters for receiving and managing cash in the counter sale environment.

Field or Control

Definition

Deposit Code

The Distribution code that represents the chart of accounts for deposits taken against an order, deposits applied to an order, and deposit refunds. These deposit transactions will appear as lines on an invoice.

Refund Fee Product ID

Product ID that will be sent to PeopleSoft Billing for any fees associated with a deposit refund. These refund fees will appear as lines on an invoice.

Voucher Code

Distribution code that represents the chart of accounts for gift vouchers (payment) taken against an order, usually for an expense or reserve account. These voucher payments will appear as lines on an invoice.

Use the Shipping and Returns page (BUS_UNIT_TBL_OM6) to enter business unit information relating to returned material, transportation lead time, sourcing, freight, and export options.

Image: Shipping and Returns page (1 of 2)

This example illustrates the fields and controls on the Shipping and Returns page (1 of 2). You can find definitions for the fields and controls later on this page.

Shipping and Returns page (1 of 2)

Image: Shipping and Returns page (2 of 2)

This example illustrates the fields and controls on the Shipping and Returns page (2 of 2). You can find definitions for the fields and controls later on this page.

Shipping and Returns page (2 of 2)

The information that you enter in the Returned Material group box appears by default in all the RMAs that you enter for this business unit.

Field or Control

Definition

Return Type Code

Select an option that applies to the majority of returned material for the Order Management business unit.

Return To Inventory Unit

Select an option if you use a central inventory business unit for receiving and inspecting returned material.

Order Group

Select an option to use as the default order group for all replacement sales orders that are generated by RMAs.

Ship History (Months)

The value that is entered in the field determines the date range for the customer's shipment history that is available for populating RMA lines.

Transportation Arbitration Plan

Select an option as the default for orders that are entered in the business unit for transportation lead times. You must have previously defined a transportation arbitration plan.

Sourcing Arbitration Plan

Select an option as the default for determining alternate sourcing alternatives. You must have previously defined a sourcing arbitration plan.

Allow PO Changes Until

Use to select when the PO can be changed that is created when using alternative sourcing. Options are Dispatched or Due Date.

General Destination License

Enter a value that applies to orders for products that are not export controlled. The value appears by default on the export bills of lading in PeopleSoft Inventory.

Exporter's EIN Number

Enter the Employer ID Number (EIN) of the exporter. The value appears by default on the export bills of lading in PeopleSoft Inventory.

Inventory Business Unit, Distribution Network Code

Enter a value for one of the options. You cannot select both. The system uses the distribution network code default when you enter order lines for a customer who does not have a permanent ship-to customer ID and, as a result, is not linked to a distribution network code that determines the Ship From business unit. In situations where you always have products ship from one Inventory business unit, select an Inventory business unit that moves by default to all order lines.

Shipments group box

Use this group box to define options for delivery management.

Field or Control

Definition

Reason Code

Select a reason code to describe the goods that are shipped as well as their nature and quality. This code is included on orders and shipping documents to meet government requirements. You can only enter reason codes with the reason type of shipments. The code appears by default on the Ship Options tab in the Order Lines section of the Order Entry Form.

Deliveries restricted to order

Select an option to determine if a delivery can contain demand lines from more than one sales order or quote. The options are:

  • Yes: Select to allow the system to create a delivery that includes more than one sales order when the delivery key fields match for all of the included demand lines.

  • No: Select to restrict a delivery to a single sales order. All demand lines within the delivery must be for the same sales order. The sales order may have multiple deliveries.

Note: The Deliveries Restricted to Order field can be defined within the default hierarchy on the Shipping and Returns page of the Order Management business unit, Order Groups page, customer's General Information - Ship To Options page, and the Buying Agreement Form-Header Terms page. In the default hierarchy, the more specific information overrides the more general information; in this case, the setting for the Deliveries Restricted to Order field that is defined on a buying agreement overrides a value on a customer and the value on the customer would override the value on the order group. A value on the order group would override the value at the order management business unit.

Freight group box

Use this group box to setup freight calculations for sales orders within this business unit.

Field or Control

Definition

Freight Usage

Specify the type of freight calculation to be done in combination with the Freight Supplier field in the Carrier ID table. Options are:

  • None: No freight calculation is performed.

  • Internal: The internal freight calculator within the PeopleSoft application is used to apply freight charges to sales orders.

  • External: A third-party freight provider calculates and provides the freight charges for sales orders. Manifest information can also be received from the freight provider. This field value enables the PeopleSoft application to send and receive EIP freight transactions.

  • Both: Either the PeopleSoft internal freight calculator is used or the third-party freight feature is used depending on the option chosen on the Carrier ID table Freight Supplier field. Therefore, based on the carrier ID on the delivery, either the PeopleSoft internal freight calculator or the third-party freight feature could be used. If no carrier ID is specified on the delivery, then the third-party freight feature is used.

See Setting Up Basic Information for Freight Charges.

Allow Freight Rate Shopping

This field is used when integrating with an external third-party freight provider. The field identifies whether the interfacing third-party freight system allows rate shopping. Rate shopping enables a user to choose which freight carrier and charges to use on the delivery based on the choices retrieved from the third-party freight provider. This method displays the Freight Rate Shopping page for users to view, evaluate, and select the best freight carrier for their needs. Rate shopping can be performed from the Order Entry Form in PeopleSoft Order Management and from the Delivery Management Workbench in PeopleSoft Inventory. In addition, freight rate shopping can be performed for a quote.

The option are:

  • Always: The user must perform freight rate shopping.

  • Never: Freight rate shopping is not available.

  • Optional: The user can select freight rate shopping. If freight rate shopping is not performed, then the system uses the best-way option.

For freight rate shopping at order entry time, the Allow Freight Rate Shopping field works with the online Process Freight Charges field on the Order Entry Features page within the Order Management business unit definition. If the value is None in the Process Freight Charges row and the Online column, the freight rate shopping cannot be performed from the Order Entry Form component. If the value is Manual or Online in the Process Freight Charges row and the Online column, the freight rate shopping can be performed if the Allow Freight Rate Shopping field is Always or Optional.

See Setting Up External Third-Party Freight Charges.

Best Way Freight Option

This field is used when integrating with an external third-party freight provider. This value in this field is used as the default value on the Order Entry Form component and the Order Completion process. When you select a best-way freight option, the 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. The user can preview this choice. The best-way option is used only if the carrier on the delivery is missing.

The options are:

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

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

See Setting Up External Third-Party Freight Charges.

Use the Taxes and Currency page (BUS_UNIT_TBL_OM7) to enter currency information, and sales tax setup information that ADP Taxware, Vertex®, and VAT provide by default.

Tax Setup

Different fields appear depending on the selection in the Tax Supplier field. If you have a VAT entity tied to the Billing business unit on the Order Management Setup page, links for the VAT default and VAT service treatment setup also appear on the page.

Note: If you have a VAT entity tied to the Billing business unit, but are also using a tax supplier for the Order Management business unit, the links for the VAT defaults do not appear because you cannot have a tax supplier and use VAT processing for the same Order Management business unit.

Field or Control

Definition

Tax Supplier

Select Taxware, Vertex, or None. Other fields appear based on this selection.

Company, Division

Enter codes that are used in Taxware and Vertex for reporting purposes.

Order Origin

Enter the business unit location in the field where sales orders originate and the location where orders are accepted in the Order Acceptance field. Taxware references these locations to calculate sales taxes in jurisdictions that use this information in their taxing practices.

Note: This option is only used with third-party tax suppliers.

Order Acceptance

Indicates the business unit location where Taxware and Vertex reference these locations to calculate sales taxes in jurisdictions that use this information in their taxing practices.

VAT Default

Click to access the VAT Defaults Setup page.

The VAT Defaults Setup page is a common page that is used to set up VAT defaults for all PeopleSoft applications processing VAT transactions. On this page, you can define business unit defaults as applicable.

VAT Service Treatment Setup

Click to access the Services VAT Treatment Drivers Setup page.

The Services VAT Treatment Drivers Setup is a common page that is used to set up VAT services treatment for all PeopleSoft applications processing VAT transactions. If you are required to implement special handling for services, you can specify business unit service treatment defaults on this page as applicable.

Note: If you are using Taxware, use Order Acceptance and Order Origin to ensure that taxes are calculated accurately. Vertex only requires Order Acceptance.

Currency Exchange Defaults

Field or Control

Definition

Base Currency

Select the default.

Important! Even if you are not transacting in foreign currencies, you must identify a base currency for the business unit.

Rate Type

Select an option to determine the method that the system uses to set the exchange rate between currencies for Order Management transactions.

Use the Order Entry Features page (BUS_UNIT_TBL_OM9) to enter quote and sales order processing options.

Image: Order Entry Features page (1 of 2)

This example illustrates the fields and controls on the Order Entry Features page (1 of 2).

Order Entry Features page (1 of 2)

Image: Order Entry Features page (2 of 2)

This example illustrates the fields and controls on the Order Entry Features page (2 of 2).

Order Entry Features page (2 of 2)

The table displays a list of invalid setup combinations for the online and background processing options. You will not receive an error message if you select an invalid combination; however, the valid combination is automatically selected:

Option

Invalid Combination

Process Freight Charges, Online, Online

  • Process Deliveries, Online, Field Chg (after pricing occurs), and

  • Process Deliveries, Online, Order Save

Process Freight Charges, Online, Manual

  • Process Deliveries, Online, Field Chg (drop-down freight selection only), and

  • Process Deliveries, Online, Order Save

Process Freight Charges, Background, Background

Process Deliveries, Background, None

Process Transport Lead Times, Online, Field Change

  • Process Exception Calendars, Online, None

  • Process Exception Calendars, Online, Order Save

  • Ship Date Calculation Method, None

Process Transport Lead Times, Online, Order Save

  • Process Exception Calendars, Online, None

  • Process Exception Calendars, Online, Field Change

  • Ship Date Calculation Method, Online, None

Process Transport Lead Times, Background, Background

  • Process Exception Calendars, Background, None

  • Ship Date Calculation Method, None

Process Exception Calendars, Online, Field Change

Ship Date Calculation Method, Online, None

Process Exception Calendars, Online, Order Save

Ship Date Calculation Method, Online, None

Process Exception Calendars, Background, Background

Ship Date Calculation Method, Background, None

Ship Date Calculation Method, Online, Forward or Backward

Process Exception Calendars, Online, None

Note: If Process Exception Calendars is used, the online and background calculation methods will always match.

Ship Date Calculation Method, Background, Forward or Backward

Process Exception Calendars, Background, None

Note: If Process Exception Calendars is used, the online and background calculation methods will always match.

Process Weight and Volume Pricing, Online, Manual

  • Process Deliveries, Online, Field Chg

  • Process Deliveries, Online, Order Save

Process Weight and Volume Pricing, Online, At Save

  • Process Deliveries, Online, Field Chg

  • Process Deliveries, Online, Order Save

Process Weight and Volume Pricing, Background, Background

Process Deliveries, Background, None

Order Entry Features

Field or Control

Definition

Mark for Billing at Order Save

Select this check box to automatically record a shipped line for each nonstock order schedule when you save it with a status of open. Otherwise, the Populate Billing (OM_BILL) process populates the interface tables that are in PeopleSoft Billing with shipment history. PeopleSoft Billing runs the Billing Interface process and then finalizes and prints invoices. The shipment history for nonstock products is recorded by using the Mark Lines for Billing process page. Run the Mark Lines for Billing process as a background process or manually record shipment lines for nonstock schedules by using the Mark Lines for Billing page.

Reserve at Save

Select this check box to automatically invoke the reservation process every time that you save the sales order. If you add new lines and then save, the system reserves only the new lines. The order status must be open for the reservations process to automatically reserve orders by using this option.

Lot Allocate at Save

Select this check box if you want the system to perform lot allocation when you save the order. If you do not select this check box, the CSR can select lot allocation from the Header menu on the Order Entry Form page.

Show Buying Agreement Message

Select this check box to display a warning message that states that the product is not found for the buying agreement that is defined on the order line.

Deposit Percent

Enter the percentage that is collected for special order or back order goods on a sales order. Deposit percent is provided by default from the customer into the order. If no deposit percent exists, then the system uses the deposit percent from the business unit specified here.

Refund Fee Percent

Enter the percentage that is charged for refunding a deposit.

Allow Margin Adjustment

Select from the drop-down list to enable the CSR to manipulate the margin on the sales order or quote.

Select from the order options to determine how each is processed:

Field or Control

Definition

Process Freight Charges

Use this row to determine when freight charges should be calculated and applied to a sales order.

For the Process Freight Charges row and the Online column, select one of the following options:

  • None: The freight charges feature is not activated for online processing. The system does not calculate or apply freight charges when the sales order schedule is created or modified.

  • Online: The freight charges feature is activated for online processing and the system calculates and assigns freight charges when you save the sales order online.

  • Manual: The freight charges feature is activated for online processing only when the user selects the calculate freight option on the header section of the Order Entry Form page.

For the Process Freight Charges row and the Background column, select one of the following options:

  • None: The freight charges feature is not activated for background processing.

  • Background: The freight charges feature is activated for background processing and the system applies freight charges to an order when the Order Completion process (OM_BACKGRND) is run for sales orders.

See Setting Up Basic Information for Freight Charges.

Process Deliveries

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

For the Process Deliveries row and the Online column, select one of the following options:

  • None: The delivery management feature is not activated for online processing. The system does not assign a delivery ID when the sales order demand is created or modified.

  • Order Save: The delivery management feature is activated for online processing and the system assigns delivery IDs when you save the sales order online.

  • Field Chg (field change): The delivery management feature is activated for online processing at field change. Delivery IDs are created or changed as the order line or schedule fields associated with the fields defined on the Inventory Definition - Business Unit Options: Delivery Management page are changed.

For the Process Deliveries row and the Background column, select one of the following options:

  • None: The delivery management feature is not activated for sales order and quote background processing.

  • Background: The delivery management feature is activated for the sales order and background processing and the system assigns a delivery ID when the Order Completion process (OM_BACKGRND) is run for sales orders or quotes.

Group order schedules into deliveries in order to calculate freight charges, use weight and volume pricing, and manage shipping information.

See Setting Up Delivery Management.

Process Transport Lead Times

Calculate scheduled arrival and ship dates by using transportation lead times.

Process Exception Calendars

Calculate the scheduled arrival and ship dates based on the ship to customer, ship from inventory business unit and carrier exception calendars. Exception calendars for customers are set up on the General Information - Ship Exception Dates page and, for Inventory business units, on the Closure Calendar page. Carrier exception dates are established on the Carrier Exception Calendar page. If you do not select the exception calendar processing option, the system calculates the scheduled dates based on today's date.

Ship Date Calculation Method

Use to determine how to calculate the requested delivery dates. the system uses the customer, warehouse and carrier calendars to determine the dates. If the requested delivery dates cannot be met, choose from the available options:

Forward: The system will use the first available date after the requested delivery date. Prior to this release, the system calculated the dates using this method only.

Backward: The system will use the first available date before the requested delivery date.

Weight and Volume Pricing

Calculate the price of the products in the order based on weight or volume. Also, establish pricing for a UOM that is different than the ordering UOM.

Note: If you are using weight and volume pricing, you must also select the Process Deliveries option.

Availability Option

Availability options are:

Automatic: By default, provides the highest priority PeopleSoft Inventory business unit from alternate sources of supply. You can override the default by using the Alternate Sources of Supply page on the sales order. The system will search alternate sources of supply again and display other sources that are available based on the arbitration plans and rules that are defined.

Manual: By default, provides the highest priority PeopleSoft Inventory business unit in the distribution network that has the quantity available to satisfy the quantity scheduled on the sales order. You can override the default by using the Alternate Sources of Supply page on the sales order. The system will search alternate sources of supply and display other sources that are available based on the arbitration plan and rules that are defined.

Network: By default, provides the highest priority PeopleSoft Inventory business unit in the distribution network that has the quantity available to satisfy the quantity scheduled on the sales order. This option corresponds to having the Availability Check flag selected in previous releases.

None: If you are using a distribution network on the customer or PeopleSoft Order Management business unit, the highest priority PeopleSoft Inventory Business Unit from the distribution network is provided by default to the sales order schedule, regardless of item availability. If you are not using distribution networks, the Inventory business unit that is defined on the Order Management business unit is provided by default to the sales order schedule. This option corresponds to having the Availability Check flag cleared in previous releases.

Online Authorizations

Select to authorize credit cards during sales order entry.

Corporate Credit Check

Select to determine if the corporate credit check is performed online or only performed by the background credit checking process, so as not to impact online performance.

Default Credit Card Group

Enter a default credit card group to manage the display of credit card types for a specific business unit. If the value is not defined in the business unit definition, the system uses this value.

The grouping can be utilized by the Order to Cash applications to limit or control what credit card types and third-party processors are available within their transactions.

See documentation for the Credit Card Groups Page.

When you are selecting online and background processing, you can choose these options:

 Option

Online

Background

Process Freight Charges

Freight is calculated when you:

  • Select (Manual) as the Calculate Freight link.

  • Select the Calculate Freight link [or at field change] when the order is saved online.

  • Freight is not calculated (None).

None, Background

Process Deliveries

Field Chg (Field change), None, Order Save

None, Background

Process Transport Lead Times

Field Chg (Field change), None, Order Save

None, Background

Process Exception Calendars

Field Chg (Field change), None, Order Save

None, Background

Ship Date Calculation Method

None, Backward, Forward

None, Backward,Forward

Process Weight and Volume Pricing

None, Manually, Order Save

None, Background

Availability Option

Automatic, Manual, Network, None

Automatic, Network,None

Credit Card Authorizations

Online, None

 NA

Note: For Deliveries, Transport Lead Times, and Exception Calendars, online processing can occur at Field Chg (change), when any of the fields that make up the option are modified, or at Order Save, when the order is saved.

Display

This section discusses how information initially appears during sales order entry based on the default for the business unit.

Note: The appearance of sales orders and quotes can also be defined for each user from the User Preferences page.

Field or Control

Definition

Customer Address

The customer address appears on the Order Header page only when you enter a new order header or access an existing order header from the add/search page.

Header Information Area, Purchase History Area, Price Summary Area, Sold To Area, Bill To Area, Ship To Area

Select to move the display of information in the designated areas of the Order Entry Form page by default. During order entry, you can open or close the area as needed. Options are:

Collapsed: The section appears in a collapsed mode.

Default: The Header Information Area, Purchase History Area, Price Summary Area, and Sold To Area appear in the open mode. The Bill To Area and Ship To Area appear in the collapsed mode.

Open: The section appears in an open mode.

Counter Sale Display

Field or Control

Definition

Counter Sale Pick Plan Sort

Select how to sort the pick plan. Values are:

IBU/Line: Sort by the Inventory Business Unit line.

IBU/Loc (location): Sort by the Inventory Business Unit location.

Display Pick Report on Screen

Select if you want the pick report to appear on the computer screen. If you do not select the option, the report will only be available in print format.

Display Receipt on Screen

Select if you want the receipt to appear on the computer screen. If you do not select the option, the receipt will only be available in print format.

Note: If this option is not selected, a warning message to enter a default printer is displayed when you add or modify a Cash Drawer ID.

Credit Checking

Field or Control

Definition

Include Deposits in credit check

Select this check box to include deposits in the credit checking algorithms.

Include pending payment in credit check

Select to include payments that have not yet been processed by PeopleSoft Receivables in the credit checking algorithms.

Force online credit check when lines are added

Select this check box if you want the system to force an online credit check when new lines are added to an order.

Default Template

Use to specify the customer template used to enter customers who are not already in the system. The customer template must be saved with a status of Template in order to be selected for use with sales orders, quotes, or RMAs.

Field or Control

Definition

Sales Order, Quote, RMA, Picking Plan, Goods Receipt

Select the template to be used for each transaction.