Changing Orders

You can use these methods to change orders:

• Order Entry Form component in PeopleSoft Order Management for orders with a small number of schedule lines.

• Run Update Schedules process for a large volume of schedule lines.

• PeopleSoft Order Management EDI process.

• Automatic Hold Check process or the Automatic Credit Check process to apply or remove holds to sales orders.

To cancel an order line or schedule, change the status to Canceled. However, the system allows the status of a header, line or schedule to be changed to Canceled only if no part of the associated schedule has been shipped.

If an order has a status of Canceled or Closed, you cannot change the order.

For Pending and Open orders, any changes to the header status, ship-to location, ship-to contract, or ship-to address override are propagated to the line and schedule level. Other changes to the header populate new lines and schedules but are not propagated to existing lines and schedules. If the change cannot be made to a particular schedule, it is made to the rest of the lines. To make changes to shipping data on all schedules for an order, use the Update All Schedules page.

Changes to orders in an Open status may be restricted depending on how far it is in the fulfilment process. You can configure the fields that you want to be able to change using the Demand Change Configuration component.

When establishing the Demand Change Configuration parameters in PeopleSoft Inventory, if you configure the quantity decrease and cancel quantity to be pick confirmed, your paperwork may be inconsistent with what was already printed for the shipping documentation. To prevent this situation, you should configure notifications. However, it may not stop the shipment.

Regardless of how you set up your demand change configuration parameters or what state the demand is, in PeopleSoft Inventory, keep these scenarios in mind to make sure you get your intended results.

• These fields are sent to PeopleSoft Demand Planning and will be updated whenever the demand is updated. The net unit price many not match the sales order because demand changes are made prior to automatic repricing at save time.

  • Net unit price

  • DP_KIT_PARENT_QTY

  • DP_KIT_PARENT_UOM

• Once a demand line is packed, these changes are not allowed to that demand line unless the demand is unpacked:

  • Cancel

  • Quantity change

  • Any shipping field that is defined for the delivery used for packing (the system-defined fields plus any additional fields defined at the PeopleSoft Inventory Business Unit level).