Setting Up PeopleSoft for TMS Integration

This section discusses how to set up PeopleSoft for TMS integration.

Page Name

Definition Name

Usage

Carrier Page

CARRIER_TBL

Indicate if order lines that have a specific carrier should or should not be downloaded to the TMS system.

Auto Numbering Page

AUTO_NUM_PNL

To set up the TMS Reference ID numbering scheme, use the Auto Numbering component.

Setup Fulfillment-Transportation Interface Page

OF_SETUP_INV

Determine the structure of the TMS data sent to and received by the TMS.

Before you can perform the PeopleSoft Inventory to TMS integration, you must:

  • Activate the TMS_ORDER_RELEASE, TMS_LOAD_NOTIFICATION, or TMS_LOAD_NOTIFICATION_REQ service operations within PeopleSoft Integration Broker.

    See Transportation Management System EIPs.

  • Activate the associated batch publish rule for the TMS Order Release service operation.

  • Set up the carrier table for carriers that should not be sent to the TMS.

  • Set up auto numbering for the TMS Reference ID.

  • Set up transportation interface options on the Setup Fulfillment page.

Some setup considerations are:

  • The lead time needed to send data to the TMS, process data on the TMS, and sending data back to PeopleSoft Inventory.

  • Your typical volume of change orders:

    • If you don't have a lot of change orders, you can download demand lines from PeopleSoft to the TMS sooner in the demand fulfillment process. You do not have to create, resend, remove, or cancel transactions from change orders.

    • If you do have a lot of change orders, you may want to download demand lines from PeopleSoft to the TMS later in the demand fulfillment process. This way you can avoid having to create resend, remove, or cancel transactions from changed orders.

  • Handling orders that have a carrier assigned prior to downloading to the TMS. As PeopleSoft Order Management allows you to define carrier defaults at a customer and order level, the demand line may have a carrier assigned prior to downloading to the TMS. If you want the TMS to determine the carrier, you will have to decide whether the TMS will ignore the carrier default and assign a new one, or use the carrier default assigned by PeopleSoft applications.

    Note: If the TMS is to ignore the carrier, or any other field, that is assigned by PeopleSoft, you must determine this on the TMS or modify the TMS_ORDER_RELEASE service operation.

  • Handling updates to the customer, location, UOM, and item weight and volume tables.

PeopleTools: Integration Broker