Defining Business Unit Fulfillment Options

Auto Stock Approval (automatic stock approval)

Select to enable automatic approval for all demand requests staged to the Demand table (IN_DEMAND).

If you require tighter control of your stock approval processing, do not select this option. You must then approve all demand lines manually on the Approve Stock Request page before the Reserve Materials process (IN_FUL_RSV) or the Shortage Workbench can move them to the demand management tables for picking.

Allow Overpick

Select to enable overpicking (picking more than the requested quantity) in the business unit for material stock requests.

Check On Hold

Select to verify the on-hold status of a sales order or material stock request before allowing picking confirmation of the order line. If an order line is on hold, the Material Picking Feedback page and the electronic data collection Inventory Picking process (IN_FUL_PFB) prevent you from confirming it.

Allow Item Substitutes

Select to permit item substitution for material stock requests during picking. If no fulfillment setup options are defined on the Setup Item Fulfillment page for the requested item, this setting becomes the default for new material stock requests created using the Create/Update Stock Request component or the purchase order sourcing processes.

Max Picking Tolerance (maximum picking tolerance)

Indicate the percentage of overpicking allowed if you have selected the Allow Overpick check box. If the amount that you overpick on the Material Picking Feedback page or the Shipping/Issues − Picking Feedback page exceeds this percentage, PeopleSoft Inventory issues a warning. To generate a warning for any amount of overpicking, set the picking tolerance to 0.

Weight UOM

Select a unit of measure if you want the total weight of orders released for picking to appear on the Order Release Selection group box of the Order Release Request process page and the Picking Plan report.

PeopleSoft Inventory uses this unit of measure (UOM) to obtain the sum of delivery IDs when doing freight calculations and to record the weight of items in a shipping container in the Packing Session component.

This field must be populated if you create order-level reservation rules that compare the order weight. If you create a rule with the Order Weight value in the Field to Compare field and there is no Weight UOM on this page, then the reservation rule produces incorrect results.

Volume UOM

Select a UOM if you want the total volume of orders released for picking to appear on the Order Release Selection group box of the Order Release Request process page and the Picking Plan report generated by the Order Release process. PeopleSoft Inventory uses this UOM to obtain the sum of delivery IDs when doing freight calculations.

This field must be populated if you create order-level reservation rules that compare the order volume. If you create a rule with the Order Volume value in the Field to Compare field and there is no Volume UOM on this page, then the reservation rule produces incorrect results.

Partial Qtys Can Ship (partial quantities can ship)

Select to permit the reservation and shipment of partial quantities of demand lines when there is insufficient stock available to fulfill the line. You can override this check box for a specific item on the Setup Item Fulfillment page or for a specific demand line in the Create/Update Stock Request and Maintain Stock Request components.

If you enable the shipment of partial quantities, you must also select Partial Orders Can Ship.

Cancel Backorder

Select to prevent the automatic creation of backorders for partially fulfilled or short-shipped demand lines. You can override this check box for a specific item on the Setup Item Fulfillment page or for a specific demand line in the Create/Update Stock Request, Maintain Stock Request, and Shipping/Issues components.

Partial Orders Can Ship

Select to permit shipment of partial orders. If you do not select this check box, PeopleSoft Inventory does not ship stock requests until all order lines are reserved and picked. You can override this option for a specific order in the Create/Update Stock Request and Maintain Stock Request components.

Non-Soft Reserved State

Select the Unfulfilled or Releasable state to initially add a demand line for non-soft reserved items. If you select Releasable, then you must also select the Auto Stock Approval check box on this page.

Include Pre-Released Allocations

Select this check box to apply the default value of Y (yes) to the Include Pre-Released Allocations check box on the Transfers page and the Inventory Transfers page. This check box enables users to transfer allocated stock within the Inventory business unit, including:

• Pre-allocated and lot-allocated demand lines in the fulfillment states of Unfulfilled or Releasable. This includes all demand lines that do not have a pick batch ID.

• Pre-allocated work order demand lines from PeopleSoft Maintenance Management that do not have a pick batch ID.

  Note: Work order demand lines stay in the fulfillment state of Pending during reservations, allocations, and picking. When the work order task is set to a status of completed, then the work order demand line in PeopleSoft Inventory is set to the Depleted state.

Include Released Allocations

Select this check box to apply the default value of Y (yes) to the Include Released Allocations check box on the Transfers page and the Inventory Transfers page. This check box enables users to transfer allocated stock within the Inventory business unit when the demand lines have already entered the picking stage and a pick batch ID has been assigned. This check box includes:

• Allocated demand lines with a pick batch ID and in the fulfillment state of Released.

• Allocated work order demand lines with a pick batch ID.

• Allocated production order demand lines from PeopleSoft Manufacturing (the SF_ISS_TRANSFER record) with a pick batch ID.

This check box is not available until you select the Allow Transfer of Released Allocations check box on the Inventory Definition - Business Unit Options page.

Auto Backorder Approval (automatic backorder approval)

Select to enable the Reserve Materials process, online reservations, and the Shortage Workbench to process backorders without manual approval. This option creates reservations for the backordered demand when sufficient stock is available. If you do not select this option, the system creates backorder demand lines with a status of Backorder, and you must approve them manually on the Update Unreserved Orders page or the Shortage Workbench before making a reservation.

Create Adhoc Requisitions

Select to enable the Reserve Materials process and online reservations to create an ad hoc replenishment request when insufficient stock is available to fulfill the demand line. Ad hoc replenishment requests are also created by the Shortage Workbench if a previously fully reserved demand line is unreserved and the first backorder line is being created. Ad hoc replenishment requests can also be created by the Shipping/Issues component when short shipping a non-backorder demand line. Ad hoc replenishment requests are created only if a backorder is created. PeopleSoft Purchasing or a third-party purchasing application then processes the ad hoc replenishment request. If you do not select this check box, partially filled orders are backordered only.

Stage for Putaway

Select to stage the stock for putaway. You then use the Stockroom Feedback page to activate the Putaway check box and indicate where to put the stock away.

Putaway at Save

Select to put the stock away automatically upon saving the Cancel/Hold Stock Request component, Material Picking Feedback page, or Shipping/Issues component.

Allow Address Override

Select to enable users in this business unit to override the default shipping address on an intercompany transfer (a type of interunit transfer). This setting is used only for intercompany transfers. For all other orders, the shipping address can be changed. Select this check box when you have also selected the Inventory business unit settings for interunit transfers using the Installation Options - Inventory page and entered an intercompany stock request.

Allow Interunit Backorders

Select to create backorders for the remaining quantity of an interunit transfer that is only partially fulfilled. If you do not select this option, PeopleSoft Inventory fulfills only as much as is available for interunit requests; the remaining quantity must be requested from another business unit.

For information about interunit par quantity setting, see Define Business Unit Item - Inventory: Shipping/Handling Page.

Allow Price / Markup Overrides

Select this check box to enable users to alter the transfer price and price markup percentage on a material stock request with the request type of interunit transfer.

Default Markup Cost Element

Enter a cost element with the cost category of Addl Trans (Additional Transfer Costs). When the Transfer Pricing Definition component does not contain a markup cost element, then the price markup amount is applied to this cost element.

When the price markup percentage is overridden on the material stock request, this cost element is used to record the markup.

Cross Dock

Select to enable cross docking in the business unit. You can modify this default value for individual items on the Setup Item Fulfillment page.

Cross Dock Lead Days

Identify the number of days to use when calculating open demand quantity for cross docked items. If the Use Closure Calendar check box is selected on the Setup Fulfillment- Reservation page, then the system takes closure dates into consideration when calculating open demand. For example, if the closure calendar specifies Saturday and Sunday as closed days, then these days are not counted as lead days when calculating open demand.

You can modify this default value for individual items on the Setup Item Fulfillment page.

Auto Release User ID

Select any user ID that has created a run control for the Order Release Request process page.

Auto Release Run Control

Select all run controls for the Order Release Request process page that have been set up by the user entered in the Auto Release User ID field above.

To find the correct value for this field and the Auto ReleaseUser ID field, the system first looks for a value on:

1. The current run control. If these fields are blank, then the system looks to:

2. The Auto-Processing Options tab of the Setup Fulfillment-Fulfillment Task Options page. If these fields are blank, then the system looks to:

3. The Setup Fulfillment page. If these fields are blank, then the system looks to:

4. The Auto-Processing Options tab of the Fulfillment Engine Options page. If these fields are blank, then no auto release is done.

Page/Process and Transaction Program

Displays the type of interface that uses the processing options:

• Reserve Materials Process: Use this row to define the default processing options to be used by the Reserve Materials process page.

• Create/Update Stock Request: Use this row to define the default processing options to be used by the Create/Update Stock Request component.

• Order Release Request: Use this row to define the default processing options to be used by the Order Release Request process page.

• Undo Fulfillment Request: Use this row to define the default processing options to be used by the Undo Fulfillment Request process page.

• Picking: Use this row to define the default processing options to be used by the Inventory Picking process page.

• Material Picking Feedback: Use this row to define the default processing options to be used by the Material Picking Feedback page.

• Picking Confirmation: Use this row to define the default processing options to be used by the Picking Confirmation process page.

• Front-end Shipping Requests: Use this row to define the default processing options to be used by the Front-end Shipping Requests process page.

• Express Issue: Use this row to define the default processing options to be used by the Express Issue page.

• Shipping Requests: Use this row to define the processing options to be used by the Shipping Requests process page.

• Shipping/Issues: Use this row to define the default processing options to be used by the Shipping/Issues component.

• Deplete On Hand Quantity: Use this row to define the default processing options to be used by the Deplete On Hand Quantity process page.

• Kit Re-Explode: Use this row to define the default processing options to be used by the Kit Re-Explode process page.

• Fulfillment Workbench and Request to Reserve: Use this row to define the default processing options for the Fulfillment Workbench page when using an action of Reserve to move an unfulfilled order to another state.

• Fulfillment Workbench and Request Picking Feedback: Use this row to define the default processing options for the Fulfillment Workbench page when using an action of Pick Confirm to move a released order downstream.

• Fulfillment Workbench and Request to Ship (front-end): Use this row to define the default processing options for the Fulfillment Workbench page when using an action of Front End Ship to move an unfulfilled or releasable order to shipped status.

• Fulfillment Workbench and Request to Ship: Use this row to define the default processing options for the Fulfillment Workbench page when using an action of Ship to move an unfulfilled, releasable, or released-pick confirmed order to shipped status.

• Transactions and Create Stock Request: Use this row to define the default processing options for fulfillment transaction requests posted by the EIP, Inventory_Create_Stock_Request.

• Transactions and Request to Reserve: Use this row to define the default processing options for fulfillment transaction requests posted by the application message, Inventory_Reservation.

• Transactions and Request Picking Feedback: Use this row to define the default processing options for fulfillment transaction requests posted by the application message, Inventory_Pick_Confirm.

• Transactions and Request to Ship (front-end): Use this row to define the default processing options for fulfillment transaction requests posted by the application message, Inventory_Front_End_Shipping.

• Transactions and Request to Ship: Use this row to define the default processing options for fulfillment transaction requests posted by the application message, Inventory_Shipping.

Allow State Overrides

Select to enable the user to select a different From State in the fulfillment transaction request.

Select Unfulfilled,Select Releasable,Select Released,Select Confirmed Select Shipped, and Select Depleted

Select the from state (or starting fulfillment status) of the orders to be moved to another status by the fulfillment engine.

Allow Kit Re-Explode Overrides

Select this check box to enable users defining a run control for the Kit Re-Explode process to change the execution mode and kit effective date.

Execution Mode

Choose the action to be performed by the Kit Re-Explode process. The options are:

• Report Only: Generates a listing the differences between the kit components on the order to the current product kit definition.

  This listing can be viewed on the Kit Re-Explode Results inquiry page.

• Report and Re-Explode: This option:

  • Generates a listing the differences between the kit components on the order to the current product kit definition.

    This listing can be viewed on the Kit Re-Explode Results inquiry page.

  • Changes the order to match the current product kit definition by adding or deleting demand lines containing kit components.

Kit Effective Date

Select the date of the component kit demand lines to be compared to the date range (effective date and obsolete date) on the Product Kit Summary page. The demand line dates are:

• Order Date

• Schedule Date

• Ship Early Date

• Today's Date

Auto Partial Qty Approval (automatic partial quantity approval)

Select to enable the Order Release Request process (IN_FUL_RLS) to release partially fulfilled orders to picking without manual approval. If you require tighter control of the partial quantity fulfillment, do not use this option. (In that case, you must approve partial quantity requests manually using the Shortage Workbench before the demand line is set to the Released state.)

Reservation Lead Days

Indicate the number of days required to pick, pack, and ship the majority of the items in the business unit.

The Reserve Materials process reserves the quantity for soft-reserved order lines that have a scheduled ship date between the current date and the date defined by the current date plus the number of reservation lead days. If the scheduled ship date of an order line for an ATP-reserved item falls within the number of reservation lead days and the full order quantity could not be promised earlier when the scheduled ship date was outside the number of reservation lead days but within the number of ATP lead days, the Reserve Materials process can partially promise the order line as long as the order permits partial quantities.

Use Closure Calendar

If you have defined a Closure Calendar page for this PeopleSoft Inventory business unit, select this check box to enable the system to take into account days that your warehouse is closed. When calculating the lead time period for reservations and the open demand period for cross docking, the system starts with the current date and determines the end of the period by adding the current date plus the number of lead days plus one day for every closed day, thereby skipping any closed days. For example, if the closure calendar specifies Saturday and Sunday as closed days, then these days are not counted as lead days when calculating the time period. To have the system calculate reservation lead time and open demand time based on the current date plus the lead days (without removing days that the business unit is closed), then clear this check box.

Allow Override of Lead Days

Select to enable the user to change or ignore the reservation lead days when running the Reserve Materials process.

Max Lead Days

Enter the maximum number of reservation lead days that can be entered on the Reserve Materials process when you select the Allow Override of Lead Days check box on this page. If you enter no value, the system assumes zero days. The override entries on the Reserve Materials Process page cannot exceed this maximum.

Final Sort Option

Select an option to be used in conjunction with the business unit's demand priority rules (established on the Priority Rule Definition page) to determine order line sequencing for reservation processing. Order lines are first sequenced using the inventory priority rules. Order lines matching the same inventory priority are sequenced using the Final Sort Option field. If no inventory priority rules exist, order lines are sequenced using only the value in the Final Sort Option field. Values are:

Date: Sequences order lines according to this hierarchy:

1. Scheduled ship date: sorted earliest to latest date.

2. Scheduled ship time: sorted earliest to latest time.

3. Order shipping priority: sorted numerically, smallest to largest.

4. Order number: sorted alphanumerically, smallest to largest.

5. Order line number: sorted numerically, smallest to largest.

6. Schedule line number: sorted numerically, smallest to largest.

7. Demand line number: sorted numerically, smallest to largest.

Order No (order number): Sequences order lines using this hierarchy:

1. Order number: sorted alphanumerically, smallest to largest.

2. Scheduled ship date: sorted earliest to latest date.

3. Scheduled ship time: sorted earliest to latest time.

4. Order line number: sorted numerically, smallest to largest.

5. Schedule line number: sorted numerically, smallest to largest.

6. Demand line number: sorted numerically, smallest to largest.

Priority: Sequences order lines using this hierarchy:

1. Order shipping priority: sorted numerically, smallest to largest.

2. Scheduled ship date: sorted earliest to latest date.

3. Scheduled ship time: sorted earliest to latest time.

4. Order number: sorted alphanumerically, smallest to largest.

5. Order line number: sorted numerically, smallest to largest.

6. Schedule line number; sorted numerically, smallest to largest.

7. Demand line number: sorted numerically, smallest to largest.

Negative Available Qty Allowed

Select this check box to enable users to drive the available quantity negative using the Shortage Workbench.

Release Kit Multiples

Select to allow only complete product kits to be set to releasable status by the Reserve Materials process or online reservation processing. When processing product kits on a sales order or material stock request, there may be insufficient quantity of one or more of their required components to reserve all of the complete kits requested. This check box instructs the reservation processes to send only complete kits downstream to the releasable state. For example; suppose that product kit X consists of 2 units of item A and 1 unit of item B. The demand line requests a quantity of 10 product kit X. Available stock includes 22 units of item A and 4 units of item B. The system can reserve 20 units of item A and 4 units of item B, then 8 units of item A and 4 units of item B (4 complete kits) are set to releasable status and passed downstream for picking.

For any quantities initially reserved or promised but could not be set to releasable, in this case, 12 units of item A, the system follows the backorder rules to determine if the items stay reserved or promised. On the backorder rules:

• If the action is Create a Backorder, then the leftover quantity is backordered and any reserved or promised quantity remains reserved or promised.

  For any quantities initially lot-allocated that could not be set to releasable, the quantity is de-allocated.

• If the action is Release as Shortage, then the backorder decision should be made based on the line backorder-shipping rule.

  If no line backorder-shipping rule exists, the backorder decision should be made based on the Cancel Backorder flag.

• If the action is Hold and Notify, then no kits get set to the releasable state.

  All kit components remain in an unfulfilled state, the demand line's Approved Flag is set to no, and a notification gets published to the Message Dashboard.

• If the action is Cancel Backorder, then the quantity is canceled and made available to other demand lines.

Line Backorder Rule

There are two parts to this rule:

1. Backorder rule at release: Determines, if there is insufficient demand to reserve, what should be done about the shortage.

   The rule can create a backorder, cancel a backorder, send the shortage downstream to be handled in a later fulfillment step, or hold the demand line back and notify an individual through email.

2. Backorder rule at shipping: Once a shortage (Release as Shortage option on the Backorder Rule-Release page) has been sent downstream to shipping if there is still no quantities to ship, then this rule determines what happens to the demand line.

Line Reservation Rule (line-level reservation rule)

Defines the specific criteria that must be satisfied by this individual demand line before the demand line is moved to the releasable state. For example, a line reservation rule might be that the reserved quantity must equal or exceed 90 percent of the requested quantity on the line before it is set to the releasable state.

Line Reservation-Backorder Rule

Defines the specific criteria that must be satisfied by a backordered demand line before the demand line is moved to the releasable state. For example, a line reservation-backorder rule might be that the reserved quantity for an already backordered line must equal 100 percent of the requested quantity before it is set to the releasable state. If no line reservation-backorder rule exists, then the system used the line reservation rule for backordered demand lines.

Order Reservation Rule (order-level reservation rule)

Defines the specific criteria that must be satisfied by the entire order or grouping that this individual demand line is in, before the demand line is moved to the releasable state. For example, an order reservation rule might be that all the lines in an order must reserve 100 percent of their reserved quantity before the order can move downstream.

Soft Reserve

Select to enable the Reserve Materials process to move item quantity from the business unit's quantity available to the business unit's quantity reserved so that future orders cannot consume the stock. If you do not enable soft reservations, stock is allocated to orders only at the time of order release (when the line is moved to the released state). You cannot change this option at either the business unit or the item level (on the Setup Item Fulfillment page) if there are any reserved quantities processing in the system. This includes any demand that has been lot allocated or processed by the Reserve Materials process but that has not yet been shipped and depleted.

Reserve Online

Select to require order lines to be soft-reserved manually using the Shortage Workbench. Performing soft reservations online enables you to manage situations of short supply by controlling how the available quantity of an item is distributed among order lines.

The Reserve Materials process does not include items marked for online soft reservations. If you modify the Reserve Online option for business unit-item level defaulting purposes, be aware that the system ignores this setting for non-soft-reserved items. For example, you might disable soft reservations at the business unit level but select it for specific items. To perform online reservations for most of those items, select as the default the Reserve Online check box at the business unit level.

Dependent Demand

If PeopleSoft Manufacturing is installed, select this check box to include the demand for an item that is sold as part of an assembly in the demand side of the ATP calculation. Dependent demand is derived from the bills of material associated with production orders that are firm, released, or in process.

Plan Transfer Demand

If PeopleSoft Supply Planning is installed, select this check box to include planned transfers in the demand side of the ATP calculation. Define which planned transfers should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.

Plan Production Demand

If PeopleSoft Supply Planning is installed, select this check box to include planned production in the demand side of the ATP calculation. Define which planned production should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.

Incl WIP in Starting Qty (include work-in-process in starting quantity)

Select if item quantities in WIP storage locations should be considered available to promise in the ATP calculation; that is, if item quantities in WIP storage locations is available to fulfill finished good demand. This check box applies to both Dependent Demand and Planned Production Demand.

Work Order Demand

If PeopleSoft Maintenance Management is installed, select this check box to include work orders in the demand side of the ATP calculation.

Approved PO Requisitions (approved purchase order requisitions)

If PeopleSoft Purchasing is installed, select this check box to include approved purchase order requisitions in the supply side of the ATP calculation.

Co-Products/By-Products

If PeopleSoft Manufacturing or PeopleSoft Supply Planning are installed, select this check box to include co-products and by-products in the supply side of the ATP calculation. This includes both production and planned production as sources of supply.

• Co-products are items manufactured together or sequentially with another product due to product or process similarities.

• By-products are items produced residually from the production process for another item.

Entered Status Production

If PeopleSoft Manufacturing is installed, select this check box to include production orders in the Entered status in the supply side of the ATP calculation.

Plan Purchase Orders

If PeopleSoft Supply Planning is installed, select this check box to include planned purchase orders in the supply side of the ATP calculation. Define which planned purchase orders should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.

Plan Transfer Supply

If PeopleSoft Supply Planning is installed, select this check box to include planned transfer orders in the supply side of the ATP calculation. Define which planned transfers should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.

Plan Production Supply

If PeopleSoft Supply Planning is installed, select this check box to include planned production orders in the supply side of the ATP calculation. Define which planned production should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.

Date/Time Range

The order release process includes demand lines scheduled to ship within the specified From and Thru parameters. For example, you could release orders for picking that are scheduled to ship between 8 a.m. next Monday and 5 p.m. next Friday.

Lead Days/Minutes

The order release process includes demand lines scheduled to ship on or before today's date, plus the specified picking lead time entered in the Lead Days and Minutes fields. For example, you could release to picking orders scheduled to ship tomorrow at 3:00 p.m. by using the values 1 day, 180 minutes (if the current time is 12:00 p.m.).

Today/Until

The order release process includes demand lines scheduled to ship today until the specified time.

New Page

Select this check box to insert a page break at this sort level.

New ID

Select this check box to create a new pick plan ID at the first sort level

Allow Split

If using processing groups, this check box controls how the processing group is split. If you do not select this check box, then the processing group includes all demand lines within the selection criteria until there is a break in the first sort order key. If you do select this check box, then the processing group count is strictly maintained and a separate processing group is created for additional demand lines even though a break in the first sort key has not been reached.

Print Kit Header

Select this check box to include a product kit subheading on the picking plan report. When your demand lines contain kit components, the pick plan report generates a subheading with the product kit ID, description, and any other information common to all the kit component demand lines. The kit component demand lines are grouped below the kit heading and include the item's quantity and UOM to be applied per kit assembled or order (quantity per information); for example, 1 EA per ASY. In addition, if you have selected the Print All Quantity Fields value in the Print Pick Quantity Only field on this page, then the Kit Quantity Requested is printed in the kit header. This value is the total number of product kits requested on the order line.

If you do not select this check box then the product kit ID and description are printed within the item's pick line.

This check box is only available if you have selected Parent Product ID (product kit ID) for any of the three Sort Order fields.

Action

Defines the action to be taken by the Order Release process. The options are:

• Create Allocations: The order release process uses the specified picking rules to determine the most appropriate storage location from which to pick each item, then creates an allocation to reserve the requisite quantity in the storage location.

  This is known as a push or system-defined picking plan.

• Make Suggestions: The order release process suggests storage locations from which to pick each item but does not make an allocation.

  Because there is no allocation of quantity, the picker is not limited to a specific location, nor is the suggested location necessarily excluded from other order release processes or picking plans. When picking is complete, the picker enters the actual storage location information using the Material Picking Feedback page, the Shipping/Issues - Picking Feedback page, or an electronic data collection device. This is known as a pull or user-defined picking plan.

  Note: If you work with an electronic data collection application that transfers material from a material storage location to a shipping area before sending the shipping transaction, use a pull picking plan.

  Note: When picking serialized items using an electronic data collection system, a push picking plan directs the picker to a specific set of allocated serial numbers. This may present a problem if the specified items are not easily retrieved, as serial number substitution can result in a transaction error if the alternate serial number has been allocated for another plan. For this reason, you may also want to use a pull plan for serialized items.

• Release Only: The order release process puts the selected demand lines in the released state and assigns a pick batch ID but does not allocate or suggested storage locations for picking.

  This action can improve system performance when using the Shipping Order Release EIP.

Picking Plan

Select to generate the Picking Plan (SQR) report.

Carton Labels

Select to create shipping carton labels automatically when run the Order Release process. These labels (which can be applied to each carton) enable you to provide shipping information for shipping personnel and carriers, build shipping containers, and provide customer-specific information identifying items within the cartons. Additional parameters for the shipping carton labels are defined on the Setup Fulfillment-Pick Plan Label page in this component.

Create Extract File

Select to create an extract file containing information generated by the Order Release process. This is an optional file that is sorted according to the options specified on the Order Release Group/Order By group box on this page or the Order Release Request process page. The file can be downloaded into an electronic data collection system that allows bar code-driven picking.

Item Usage Labels

Select to create item usage labels automatically when you print the picking plan. These labels aid in the tracking of material usage. Define file parameters on the Setup Fulfillment-Pick Plan Label page in this component.

Shipping Order Release

Select to generate the Shipping Order Release EIP. The sort selections available on this page do not control the sequence of the orders in the shipping order release message. Order data in the order release message sent to the third-party system is separated into logical orders based on breaks in the following sort sequence: business unit, demand source, source business unit, order number, customer ID, ship to ID, address sequence code, carrier ID, and ship via. If the address information for an order is modified before order release, the address fields are added to the sort sequence.

Auto Pick

Select this check box when using the action Create Allocations to automatically set the Confirm Flag to yes. If the confirmed flag is set to yes, then the line can advance to a confirmed, shipped, or depleted state without going through picking feedback.

Show Total Pieces

Select to have the Order Release Selection group box of the Order Release Request page display the total number of pieces selected.

Location Option

Select a directed picking algorithm:

• All Available Locations: Select picking locations based on the defined picking zones (in order of priority) and on the specified Tiebreaker.

• Container Option: Pick from single-item containers.

• Default Putaway Location: Pick from the default putaway locations assigned on the Default Putaway Locations page.

• Default Shipment Location: Pick from the Default Ship Location Option assigned on the Setup Item Fulfillment-Shipping Options page, or if no location is assigned at the business unit/item level, pick from the Default Ship Location Option assigned on the Setup Fulfillment-Shipping page (the business unit level).

  If available quantity is not found at the Default Ship Location then the All Available Locations option is used.

• Fixed Pick Location: Pick from the sequence of fixed picking locations assigned on the Fixed Picking Locations page.

• Pick by Date: Sort locations containing lot-controlled or staged date-controlled items chronologically and pick according to the specified Date Option.

Date Option

If you select Pick by Date in the Location Option field, select one of these options:

Earliest Available Lot (FIFO): Pick from locations containing lots with the earliest creation dates.

Earliest Expiration Date (FEFO): Pick from locations containing lots with the earliest expiration dates.

Earliest Staged Date (FIFO): Pick from locations containing items with the earliest staged dates.

Latest Staged Date (LIFO): Pick from locations containing items with the most recent staged dates.

Tiebreaker

If you select Container Option, Pick by Date, or All Available Locations in the Location Option field, specify a tiebreaker to be used when multiple storage locations qualify for picking:

FL (fewest locations): Pick from the fewest locations possible, beginning with those containing the most available quantity.

PC (pick to clear): Empty locations whenever possible, beginning with those containing the least available quantity.

Picking Notes

If you select the Picking Plan check box to generate the picking plan SQR report, then you can select a message to print at the top of each page of the Picking Plan report:

Broken Pallet First: Instructs the picker to pick any broken pallets first.

Largest Batch First: Instructs the picker to pick the largest batch first.

None: No message prints.

Smallest Batch First: Instructs the picker to pick the smallest batch first.

Shortage Release Option

Select a shortage release option for situations where there is not enough available stock to fulfill the planned release quantity. Shortage release options are:

• Release Shortage: Release demand line to picking as a shortage.

  The system sets the demand line to the released state and assigns a pick batch ID. If you choose the Action of Create Allocations (push pick plan), the system allocates any quantity available to the demand line. This option is useful when stock is often received into the business unit after the pick plans have been run or when you want to float the shortage downstream to print on the shipping documents as a zero or partial shipment.

• Do Not Release Shortage: Do not release the demand line to picking if there is a shortage.

  The system does not allocates any partial quantities and the demand line is not set to the released state.

• Use Partial Quantity Logic: This option further defines a shortage using the demand line's Partial Quantity flag.

  If there is not enough available stock to fulfill the demand line and the Partial Quantity flag is set to no, then do not release the demand line. In addition, if there is zero available stock, then do not release the demand line. If the Partial Quantity flag is set to yes and there is a quantity greater than zero available, then release the demand line.

Print Pick Quantity Only

For each demand line, select to print all the quantity fields on the pick plan or just the pick quantity.

Pick Quantity Option

Select the pick quantity that should appear on the picking plan. Options are:

• Use Available Balance: Display only the available balance when there is a shortage.

  For example, if the demand line's planned release quantity is 10 units, but only 6 units are available in inventory, the system displays 6 units on the picking plan.

• Use Planned Pick Quantity: Display the planned pick quantity on the report even if the full planned quantity is not available.

  For example, if the demand line's planned release quantity is 10 units, but only 6 units are available in inventory, the system displays 10 units on the picking plan. This option is useful when stock is often received into the business unit after the Order Release process has been run.

Output Destination Type

Identify the type of output for your picking plan. Options are Email, File, Printer, Web, or Window. This option is used if you do not select the Order Release process from the PeopleSoft Process Scheduler page.

Output Destination Format

Identify the type of format for your picking plan. Options vary depending on the Output Destination Type chosen. This option is used if you do not select the Order Release process from the PeopleSoft Process Scheduler page.

Output Destination

Enter the directory into which you want to save the picking plan. This option is used if you do not select the Order Release process from the PeopleSoft Process Scheduler page.

Use Fixed Pick Workflow

Select if you are using the Fixed Pick Location algorithm and you want the picking plan to initiate the Fixed Pick workflow automatically whenever there is insufficient quantity in the fixed picking locations to fulfill an order. Click the Assign Role link to create a route control profile for the workflow.

Allow Picking from Containers

Select to pick from any type of storage container. This check box is automatically selected when you choose Container Option in the Location Option field; for all other values for the Location Options field selecting this check box is optional.

Generate Location Detail

If the Use External Warehouse Control option is active for the business unit on the Inventory Definition-Business Unit Options page, select to include storage location information when the Warehouse Management System (WMS) application sends order transactions for an allocated order release (push picking plan) to PeopleSoft Inventory.

Print Substitutes

Select this option to print substitutes on picking plan.

Print Option

Print option is displayed only when the Print Substitutes option is selected. The print options are Print All the Time, Print At Partial, and Print At Zero.

• Print All the Time: Print substitute items regardless of the inventory availability of the original item.

• Print At Partial: Print substitute items when only the partial quantity of the requested item is available.

• Print At Zero: Print substitute items when the original item stock is unavailable in the storage location.

Order Unit of Measure

Select if you are using either the Default Putaway Location or Fixed Pick Location value for the Location Option field and you want the picking plan to search for a picking location in which the stocking UOM matches the ordering UOM.

File Directory

If you create an extract file, enter the directory into which you want to save the file.

File Prefix and File Suffix

The file prefix and suffix, combined with the Picking Extract File ID, create the picking extract file name. The file name has an xxxyyyyyzzzz format, where xxx is the file prefix, yyyyy is the Picking Extract File ID, and zzzz is the file suffix. For example, if the file prefix is PIK and the suffix is .PLN, the flat file generated by Picking Extract File ID 12345 is named PIK12345.PLN.

Print Bar Code

Select to print Code 128-formatted bar codes on the Picking Plan report so that these bar codes can be scanned during the picking process. A bar code containing the pick batch line number and the five optional bar code scanning control flags prints next to the Pick Batch ID (located in the report's header) and on each detail line.

Print Bar Coded Control Flags

Select to attach an item's control flags to the bar code printed on each line of the Picking Plan report. These control flags enable the electronic data collection system to prompt for the lot ID, serial ID, staged date, or shipping serial ID immediately after the user scans the bar-coded line number field. For cases that do not require control flags (for example, when you are using a wedge to scan the pick batch ID or pick batch line number bar codes directly into the Inventory Picking page, you might prefer not to select this check box.

The format for the bar code printed for each detail line is LSDAH:99999, where:

• L = Lot ID Control Flag

• S = Serial ID Control Flag

• D = Staged Date Control Flag

• A = Actual Cost Control Flag

• H = Shipping Serial ID Control Flag

• : = Constant

• 99999 = Line Number

Print Bill of Lading Bar Code

Select to print a bar code on the Bill of Lading report. A single bar code containing the business unit and bill of lading number prints to support the InterUnit Receipts electronic data collection transaction.

Print Packing Slip Bar Code

Select to print bar codes on the Packing Slip report. A bar code containing the business unit, interunit ID, interunit line, and destination business unit prints on each detail line of the report to support the InterUnit Receipts electronic data collection transaction.

File Directory

Enter the file directory into which you want to save the shipping carton labels extract file.

File Prefix and File Suffix

Enter the file prefix and suffix, which combined with the last five digits of the process ID, create the default extract file name. If you want a period as part of the suffix, you must include it in the field.

File Directory

Enter the file directory into which you want to save the item usage labels extract file.

File Prefix and File Suffix

Enter the file prefix and suffix, which combined with the last five digits of the process ID, create the default extract file name. If you want a period as part of the suffix, you must include it in the field.

Ship Preparation Time [Min] (shipping preparation time in minutes)

Enter the average amount of time required to prepare shipments. PeopleSoft Supply Planning uses this value to account for the time that it takes shippers in the business unit to pick and pack items when creating planned supply orders. This field is hidden if PeopleSoft Supply Planning is not installed.

Route Close Time

If the business unit uses transportation routes, indicate what time routes should close each day. This time becomes the default closing time on the Route Calendar page. This field is available only if you have selected the Use Routes check box on the Inventory Definition - Business Unit Options: Shipping Options page.

Route Stop Increment

Determine the intervals by which route stop numbers should increase when new stops are added on the Assign Route Stop page. This field is available only if you have selected the Use Routes check box on the Inventory Definition - Business Unit Options: Shipping Options page.

Default Ship Staging Location

Use the ship staging location defined for the business unit defined on the Default Ship Staging Location page.

Default Cross Docking Location

Use the default cross docking location defined for the business unit on the Default Cross Dock Locations page. The system looks first for an owned location. If none is defined, then the system looks for a non-owned location.

Default Putaway Location

Use the default putaway location defined for the item and business unit combination on the Default Putaway Locations page. The system looks first for an owned putaway location. If none is defined, then the system looks for a non-owned putaway location.

Default Fixed Picking Bin Loc (default fixed picking bin location)

Use the fixed picking locations defined for the item and business unit combination on the Fixed Picking Locations page. The system selects the location with lowest pick order number. For example, it selects a location with the pick order number 1 before a location with the pick order number 2.

Default Pegging Location

Use the putaway location for incoming pegged supply defined by business unit and item ID on the Default Putaway Locations page. If no location is specified on the Default Putaway Locations page, then the system the Default Pegging Putaway Location Details page defined by business unit. The system looks first for an owned location. If none is defined, then the system looks for a non-owned location.

Manually Entered Location

Enter a default picking location in the Storage Loc fields.

Run Direct Invoicing

Select to have the Deplete On Hand Quantity process automatically create a scheduled process to run the direct invoicing job in PeopleSoft Billing to create invoices for the shipped stock. Invoices are only created for sales order from PeopleSoft Order Management and interunit transfers. This check box also applies when the auto-processing option advances demand lines to the depleted state.

Verify Ship Date

Select to verify the ship date on the Shipping/Issues component and the fulfillment engine shipping transactions. The system will not allow the shipment of a demand line that does not have a Scheduled Ship Date less than or equal to the current date.

If the Ship Prior to Schedule Date check box is selected on the order, then the Earliest Ship Date field would also be evaluated. The order would not be allowed to ship unless the current date was the same or after the Earliest Ship Date.

Verify Ship Time

Select the verify the ship time as well as the ship date. This check box is only available if you have selected the Verify Ship Date check box. If this check box is selected then both the scheduled ship date and scheduled ship time are looked at when determining whether or not demand lines can ship.

If the Ship Prior to Schedule Date check box is selected on the order, then both the Earliest Ship Date and Earliest Ship Time fields would be compared to the current date.

Allow Printing Before Shipping

Select this check box to enable users to print shipping documents before the demand lines are in the fulfillment states of Shipped or Depleted.

Alert User if Shipment Changes

Select this check box to have the system notify you when shipping documents printed early in the demand fulfillment cycle no longer match the demand line information at shipment time. The warning is generated during shipping from the Shipping/Issues component, the Front-End Shipping Request process page, and the Shipping Requests process page. Warnings are also generated from the Ship ID Maintenance Page when adding or removing demand lines, or when the user opens a ship id and clicks the Validate Shipment button. The warnings can be viewed on the Message Dashboard, a user's worklist, or sent as an email to the appropriate user.

The inventory shipping document tracking table (IN_SHIP_DOC_TRK) collects the shipping information about a demand line that is printed early in the demand fulfillment cycle. This information is compared to the current shipping data at the time of shipment.

Clear Tracking Info at Deplete

Select this check box to purge the shipping information in the inventory shipping document tracking table (IN_SHIP_DOC_TRK) once the demand line have been depleted. This option maintains this table by deleting unnecessary information.

Defer Depletions Default

The options are:

• Default Defer Depletions to N: Select to apply the value of N (no) to the Defer Depletions field on each demand line within this Inventory business unit. This default is applied during the shipping processes.

• Default Defer Depletions to Y: Select to apply the value of Y (yes) to the Defer Depletions field on each demand line within this Inventory business unit. This default is applied during the shipping processes.

• Do not use this feature: Select to disable the Defer Depletions feature within this Inventory business unit. All demand lines have the value of N (no) in the Defer Depletions field. The setting at the Carrier page cannot override this value.

Allow Defer Depletion Override

Select this check box to allow users to change the value in the Defer Depletions field on the demand lines. The user could override the Defer Depletions setting on several pages within the demand fulfillment cycle, including the; Material Picking Feedback page, Picking Confirmation process page, Shipping/Issues - Order Summary, Shipping Requests process page, Front-end Shipping Requests process page, Express Issue-Detail Override/Exceptions page, and on the header, group, and detail sections of the Fulfillment Workbench. The Defer Depletion field would also be available on the messages used by PeopleSoft Integration Broker for shipping.

Clear this check box to prevent users from changing the default value in the demand line's Defer Depletions field.

Maximum Demand Lines

Enter the maximum number of demand line rows that can be displayed on the Delivery Management workbench pages. A blank field means there is no limit.

Maximum Deliveries

Enter the maximum number of delivery rows that can be displayed on the Delivery Management workbench pages. A blank field means there is no limit.

Freight Usage

Select the type of freight calculation to be done in combination with the Carrier ID table's Freight supplier field. The options are:

• None: No freight calculation is performed.

• Internal: The internal freight calculator within PeopleSoft 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 during the shipping stage. This field value enables PeopleSoft to send outbound EIP freight transactions. Note that this field does not enable the inbound EIP transactions.

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

The Freight Usage field is located both on this page (Setup Fulfillment-Delivery/Freight page) for inventory processes and on the Shipping and Returns page within the Order Management business unit definition for order management processes.

See Setting Up Basic Information for Freight Charges.

Freight Rate Shopping

(External third-party freight only) Identify whether the interfacing third-party freight provider allows rate shopping from the Delivery Management Workbench. Rate shopping enables a user to choose which freight carrier and freight charges to use on the delivery based on the choices retrieved from the external third-party freight provider. This method displays the Freight Results 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 has the optional to select freight rate shopping. If freight rate shopping is not performed, then the system uses the best way option.

The Freight Rate Shopping field is also located on the Shipping and Returns page of the Order Management business unit definition; however, the order management field only applies to rate shopping at order entry time (Order Entry Form component). The field on this page is used to determine rate shopping from the Delivery Management Workbench in PeopleSoft Inventory.

See Setting Up External Third-Party Freight Charges.

Best Way Freight Option

(External third-party freight only) Select a best way freight option to default to the Delivery Management Workbench in PeopleSoft Inventory. The system sends a best way request to the external third-party provider system. The best way option is only used if the carrier on the delivery is blank.

The options are:

• Cost: The third-party freight system returns qualifying services sorted by either least cost.

• Date: The third-party freight system returns qualifying services sorted by commitment date.

The Best Way Freight Option field is also located on the Shipping and Returns page of the Order Management business unit definition; however, the order management field only applies at order entry time (Order Entry Form component) and the Order Completion process. The field on this page defaults to the Delivery Management Workbench in PeopleSoft Inventory.

See Setting Up External Third-Party Freight Charges.

Automated Service Option

(External third-party freight only) Select this check box in order to send freight service definition information on the transaction requests between PeopleSoft and the external third-party freight system. A freight service definition provides a cross-reference between the combination of the PeopleSoft fields of Carrier ID, Ship Via, and Freight Type Code to the same information within the third-party freight system. The freight service definitions are created by the external third-party freight system and then entered on the Maintain Freight Services page in PeopleSoft.

See Maintain Freight Services Page.

Auto Pack on External System

(External third-party freight only) Select this check box to indicate that the third-party freight provider should automatically consolidate individual demand lines in a delivery into packages. The third-party system will return freight for the packages.

Some third-party freight providers have functionality to automatically combine loose stock into packages based on packaging algorithms. This field can be used to tell the third-party system to use these routines to estimate how many packages and the weight and volume of these packages for freighting purposes. If the Auto-Pack External System check box is not selected then the third-party freight system would assume that each individual quantity in the shipping unit of measure is a packaging unit.

This check box is also located on the Setup Item Fulfillment page. A value at the item-level override the value selected here.