Understanding Changing, Canceling, and Holding Orders

This topic discusses how to change orders that are currently in your PeopleSoft Inventory system. These changes include:

  • Changing the fulfillment state of an order line to an earlier fulfillment state.

  • Changing information on an order line.

  • Canceling or holding an order or order line.

Changing the Fulfillment State of an Order

An order can be moved from a Shipped, Confirmed, Released, or Releasable fulfillment state to any previous state using certain pages or processes within PeopleSoft Inventory.

Changing Information on an Order

The setup and use of PeopleSoft Inventory components to change the information on an order, includes:

  • The Demand Change Configuration feature that defines when and what type of changes are allowed for sales orders from PeopleSoft Order Management.

    This feature enables the implementation team to determine what fields are open for change based on the fulfillment state of the order.

  • The Change Orders Rules determine what fields can be changed for all orders except sales orders.

  • The Maintain Stock Request component that enables a user to change an order in PeopleSoft Inventory based on the change order rules or the settings in the Demand Change Configuration setup.

Cancelling or Holding an Order

Use the Cancel/Hold Stock Requests component to cancel or hold unshipped orders from any source except PeopleSoft Order Management. For sales orders, use the PeopleSoft Order Management system to cancel or hold orders. The ability to cancel an order line is restricted by the change order rules or the Demand Change Configuration setup.