Fulfillment Process Exceptions

In some cases, you must adjust orders after they have undergone some of the fulfillment steps. Situations that require such adjustments include removing stock from shipments after reserving, picking, confirming, or shipping the order lines. PeopleSoft Inventory enables you to enter exceptions at various points in the fulfillment process so that you can update your system when you physically manipulate orders.

The Undo Fulfillment process (IN_FUL_UND) can move orders and demand lines to any previous fulfillment state. This process can be used to handle a large grouping of demand lines.

Adjusting Order Lines in the Unfulfilled or Releasable States

When you must change demand lines that have been pre-allocated, lot allocated, soft reserved, or promised but not yet picked, you can use the:

  • Undo Fulfillment process

    The Undo Fulfillment process can be used to move an order or demand line to a previous fulfillment state; for example, moving a demand line in the Releasable state back to the Unfulfilled state. In addition, you can choose to keep a pre-allocation. This process can be used to handle a large grouping of demand lines.

  • Shortage Workbench

    The Shortage Workbench to perform several actions, including:

    • Unreserving demand lines with soft-reserve items that are in an Unfulfilled or Releasable state.

    • Unpromising demand lines with ATP items that are in an Unfulfilled or Releasable state.

    • De-allocating demand lines with pre-allocation or lot allocation that are in an Unfulfilled or Releasable state.

    • Approve partial quantity fulfillment for sales orders and MSRs.

    • Override the planned release quantity of a demand line.

    • Create, cancel, or approve backorders.

      Note: If the Create Adhoc Requisitions check box is selected on the Setup Fulfillment page, then the creation of a backorder in the Shortage Workbench will create an adhoc replenishment request for PeopleSoft Purchasing.

    • Advance a demand line with stock shortages to the Releasable state enabling the shortage to be viewed and dealt with in the picking and shipping processes.

    • Pre-allocate stock to a demand line. Lot allocation is not performed by the Shortage Workbench.

    • Soft-reserve stock. The reservation or promise of the demand line can be done with or without the reservation rules.

    • Set a demand line from the Unfulfilled state to the Releasable state and execute any backorder rules.

    • Set the demand line back to the Unfulfilled state from the Releasable state.

    • Approve stock requests.

Unpicking Order Lines

Unpicking refers to reversing the picked state of order lines that have been picked or pick confirmed but not shipped. Possible reasons for unpicking include: to reallocate material to higher-priority order lines, to update the records when a customer decreases the requested quantity or changes the items ordered, to pick substitute items, to change the material storage location from which stock was picked, or to correct errors made during picking feedback. You can unpick using the:

  • Undo Fulfillment process to move the demand lines to an earlier fulfillment state. This process enables you to keep an allocation or reservation if needed. When working with a large number of demand lines, this process is the most efficient choice.

  • Material Picking Feedback page to unpick demand lines that have been picked but are still in the released state.

  • Shipping/Issues - Picking Feedback page to unpick demand lines that are in the confirmed state.

  • Inventory Picking inbound EIP to record results recorded on electronic data collections devices.

  • Fulfillment Workbench with the action of pick confirm.

  • Inventory Pick Confirm EIP.

  • Shipping Notification EIP to receive picking results from a warehouse management system (WMS).

Unpicking is an umbrella term encompassing two similar procedures:

  • When you remove a demand line from a pick batch, PeopleSoft Inventory cancels the allocation for the line, reverses its confirmed state, and removes the line from the pick batch, making it available to appear on another picking plan.

  • When you unconfirm a demand line, PeopleSoft Inventory cancels the allocation for the line and reverses its confirmed state but leaves the line in the pick batch.

If stock has been placed into a shipping container or assigned to a shipping serial ID, you must release the association before unpicking the order line. The Undo Fulfillment process can be used to remove the shipping serial ID.

Unshipping Order Lines

Unshipping is the act of reversing the state of order lines that have been shipped but not depleted. You can unship an order using the:

  • Undo Fulfillment process

  • Shipping/Issues Component

To unship order lines using the Shipping/Issues component:

  1. Select the demand lines to unship.

  2. Select the Do not ship/Do not include option for the Ship Action field.

  3. Save the Shipping/Issues component.

Order lines that contain backordered quantities are eligible for unshipping, but if you later decide to reship such an order line, the quantity shipped still excludes the backordered quantity.

You cannot unship order lines once they have undergone the Deplete On Hand Qty (Depletion) process.