Using the Fulfillment Workbench to Reserve or Promise Orders

The Fulfillment Workbench is an online component that enables you to enter requests to move material stock orders and sales orders from one fulfillment status to another. Requests are placed in staging tables and then processed by the fulfillment engine using the Fulfillment Request process. Using the Fulfillment Workbench, you can skip the intermediate fulfillment steps and place an order directly in the state that you need. To move an unfulfilled order to releasable status (reserved or promised) enter Reserve in the Action field of the Fulfillment Workbench.

The Fulfillment Workbench does not process work orders from PeopleSoft Maintenance Management. To reserve stock for a work order, use the Reserve Materials process page or the online reservations button within PeopleSoft Maintenance Management.

Page Name

Definition Name

Usage

Fulfillment Workbench Page

IN_FW_SELECTION

Create a request to move material stock orders and sales orders from one fulfillment state to another.

Fulfillment Queue Page

IN_FW_CART

View the demand lines in the processing queue. These are the orders that will be processed by the Fulfillment Workbench request. You can add or delete individual lines and even delete the queue and start over.

Orders Page

IN_FW_ORDERPOOL

View all of the material stock orders and sales orders matching the search criteria on the Fulfillment Workbench. Also include or exclude specific orders.

Demand Lines Page

IN_FW_DEMANDLINES

View the demand lines of the material stock orders and sales orders selected by the selection criteria on the Fulfillment Workbench or the order number chosen on the Orders page, depending on how the page was accessed. You can use this page to include or exclude specific demand lines. You can change the quantity to be released if you are using an action of Reserve.

Location / Lot / Serial Page

IN_FW_DEMANDLOC

Review demand location information for a specific request detail row. When shipping from an unfulfilled or releasable state, you can enter the exact picking location, lot ID, stage date, serial ID, or ship serial ID. You can also exclude a specific picking location, lot ID, and serial ID when shipping from a confirmed state or change the pick or ship quantity and UOM.

Fulfillment Queue Location / Lot / Serial Page

IN_FW_CART_LLS

Review demand location information for a specific request detail row. When shipping from an unfulfilled or releasable state, you can enter the exact picking location, lot ID, stage date, serial ID, or ship serial ID. You can also exclude a specific picking location, lot ID, and serial ID when shipping from a confirmed state or change the pick or ship quantity and UOM.

Picking/Shipping Overrides Page

IN_FW_SHP_DFT_1_SP

Enter any picking and shipping override entries to be applied at the transaction request, group, detail, or LLS level.

Processing Defaults Page

IN_FW_PROC_DFLT_SP

Change processing defaults for this request.

Use the Fulfillment Workbench page (IN_FW_SELECTION) to Create a request to move material stock orders and sales orders from one fulfillment state to another.

Navigation:

Inventory > Fulfill Stock Orders > Fulfillment Workbench

This example illustrates the fields and controls on the Fulfillment Workbench page. You can find definitions for the fields and controls later on this page.

 Fulfillment Workbench page

Note: The exact fields and field values available on this page are determined by the template ID.

Field or Control

Description

Action

Select Reserve to enable you to move an unfulfilled order to releasable status.

Search By

Select the level that you want to search for and process demand. Based on the option selected, the fields that appear on the Fulfillment Workbench component will vary. Values are:

  • Group: Select to display group-level fields to search and retrieve demand data.

  • Detail: Select to display detail-level fields to search and retrieve demand data.

Group ID

Enter a group identification code for the request that you are creating to allow these transactions to be processed together by the fulfillment engine processes.

Selection Criteria Group Box

Enter the search criteria to retrieve demand lines for processing. These search criteria fields include both group-level fields (for example, Load ID or Pick Batch ID) and detail-level fields (for example, Order No). The actual search criteria fields that appear are determined by the values in the Template ID, Action, and Search By fields.

Field or Control

Description

Exclude

Select to define demand data to exclude from the group. This check box only appears if Detail is selected in the Search By field. For example, if the group level identifies a specific load ID, use the detail level to exclude a specific order from the load.

Reserve by Date

To add the additional search criteria based on dates, select one of the following values:

  • Order Date: Select to process orders based on the order date.

    Enter a date range in the From Date and Through fields, if available. For just one specific date, use theFrom Date field only.

  • Orders Placed Today: Select to process orders entered in the system today.

  • Schedule Date: Select to process orders based on a the scheduled shipment date defined on the order demand line.

    Entries here override the reservation lead days enter on the Setup Fulfillment-Reservation page or the Setup Item Fulfillment page. Enter a date range in the From Date and Through fields, if available. For just one specific date, use theFrom Date field only. In order to reserve based on these ship dates, you must enter Ignore Lead Days in the Use Lead Days field. Your entry here cannot exceed the maximum lead days defined on the Setup Fulfillment-Reservation page.

  • Ship Early Date: Select to process orders based on the Earliest Ship Date field of the order demand line.

    Enter a date range in the Date From and Through fields. For just one specific date, use the Date From field only.

Use Lead Days

Determines how this process uses reservation lead days defined on the Setup Fulfillment-Reservation page or the Setup Item Fulfillment page. This field only appears if the Allow Override of Lead Days check box has been selected on the Setup Fulfillment-Reservation page for this business unit. Values are:

  • Use Fulfillment Lead Days: Select to use the reservation lead days defined on the Setup Fulfillment-Reservation page for this business unit or the Setup Item Fulfillment page.

  • Ignore Lead Days: Select to ignore the reservation lead days defined on the Setup Fulfillment-Reservation page or the Setup Item Fulfillment page.

    The system processes orders based on the other criteria defined on this page. You must select this option in order to use the Schedule Date value in the Reserve by Date field.

  • Override Lead Days: Select to enter a number in the Lead Days field and override the reservation lead days defined on the Setup Fulfillment-Reservation page or the Setup Item Fulfillment page.

Lead Days for Calendar

Enter the reservation lead days for this process if you have selected the Override Lead Days value for the Use Lead Days field. The lead days entered here override the reservation lead days defined on the Setup Fulfillment-Reservation page or the Setup Item Fulfillment page. However, you cannot exceed the maximum lead days defined on the Setup Fulfillment-Reservation page.

If the business unit requires closure calendar validation and processing for shipping activities as defined on the Closure Calendar page, and the reservation lead days include closure dates, the system adds one day for every number of closed days to the number of reservation lead days to compare against the scheduled ship date. Therefore, the lead days include only open business days.

Source

Restrict the orders selected for processing to one of the following sources:

  • IN: Material stock requests created in PeopleSoft Inventory.

  • OM: Sales orders created in PeopleSoft Order Management.

  • PL: Planning requisitions from PeopleSoft Supply Planning.

  • PO: (not used).

  • PR: Purchasing requisitions from PeopleSoft Purchasing.

  • RT: Material returns from the RTV (return to vendor) component.

  • SF: (not used).

Source Bus Unit

Enter the business unit where the order originated.

Load ID

Enter to select orders assigned to a single load ID.

Route Group and Route Code

Enter to select orders grouped together for a particular transportation grouping and transportation route for delivery of the order.

Customer ID and Location

Enter to select orders to process that were entered for a particular customer or customer location.

Carrier ID

Enter to select orders to ship with one carrier.

Ship Via Code

Enter to select orders to ship using one shipping method.

Delivery ID

Enter to select order lines assigned to a single delivery ID. Deliveries are logical groupings of order lines that can be shipped together. PeopleSoft Inventory and Order Management can use these groupings for pricing sales orders, adding freight charges, and packing shipping containers. Each delivery is assigned a unique delivery ID.

See Understanding PeopleSoft Delivery Management and Freight Calculations.

Other Options

Field or Control

Description

Process

Click to process all the demand lines matching the entered search criteria, without viewing any details. The entered search criteria (request) is written to the staging tables to be processed by the fulfillment engine using the Fulfillment Requests process. If you have selected automatic schedule processing on the Processing Defaults page or the Setup Fulfillment-Fulfillment Task Options page then the Fulfillment Requests process is launched when you click this button.

Add to Queue

Click to add the demand lines matching the search criteria to the request to be processed later. The demand lines can be view on the Fulfillment Queue page.

Clear

Click to clear any search criteria fields that have been populated.

Empty Queue

Click to remove all demand lines from the request.

Fulfillment Queue

Click to access the Fulfillment Queue page, where you can view and edit the details of the current demand lines added to this request.

Orders

Click to access the Orders page, where you can view and edit the current demand on the request at the order header level.

Demand Lines

Click to access the Demand Lines page, where you can view and edit the current demand on the request at the demand line level.

Process Default

Click to access the Processing Defaults page, where you can alter the fulfillment engine processing options applied to this request.