Maintaining Order Schedule Information

This topic discusses how to maintain order schedules.

Page Name	Definition Name	Usage
Shipment Schedules Page	ORDENT_SCH_ENTRY	Define multiple order line shipments or change default information.
Schedule Export Detail Page	ORDENT_SCH_EXPORT	View or change export shipping information for the ship to customer. The fields that are on this page are the same as those on the Header Export Detail page. Shipment Schedules Page
Export License Detail Page	ORDENT_EXP_LIC	View export license information for a ship to customer. The fields on this page are the same as those that are on the Header - Export License Detail page.
Import License Detail Page	ORDENT_IMP_LIC	View export license information for a ship-to customer. The fields on this page are the same as those on the Header - Import License Detail page. Export License Detail Page
Schedule Pricing Data Page	ORDENT_SCH_PRICE	Enter pricing information for the schedule. Also enter manual adjustments. Many of the fields are the same as the fields on the Line Pricing Data page.

Use the Shipment Schedules page (ORDENT_SCH_ENTRY) to define multiple order line shipments or change default information.

Navigation:

Click the Shipment Schedules on the Order Entry Form page.

Common Information

Field or Control	Description
Order Total	The value and its corresponding currency code appear by default from the Order Entry Form page.
Schedule	The number that is in this field increases by the increment value that you define on the Order Management Definition - Order Management Setup page.

Shipments Tab

Select the Shipments tab.

Field or Control	Description
Hold	If the schedule is on hold, S appears in the field. If the line is on hold, LINE HOLD appears at the top of the page.
Status	Indicates the status. See Common Elements Used in This Section.
Ship From	The ship from warehouse (inventory business unit) appears by default from the line, and you can edit it here. If you change the ship to customer for the schedule, the ship from warehouse appears by default from that customer's distribution network (if one is assigned). The Ship From field does not appear for direct-shipped products or services. For counter sales, the ship from warehouse (inventory business unit) defaults from the selection made when you enter the component.
Quantity Scheduled	Appears by default from the line. You can change this to create multiple schedules for the order line quantity. Note: The sum of the quantity on the schedule or schedules cannot exceed the quantity on the order line. However, you can schedule less than the quantity that is on the order line if the customer is not sure of the delivery schedule for the order.
Quantity Available	Displays the quantity available in the ship from PeopleSoft Inventory business unit.
Quantity Reserved	Appears if the demand is reserved in PeopleSoft Inventory or if you select the Reserve Order or Reserve Line link from the Order Entry Form at the header or line level. You can only reserve from the header or line level.
Quantity Shipped	If the product has shipped, the quantity appears.
Ship Date	The latest ship date for this schedule.
Ship Time	The latest ship time for this schedule.

Fulfillment Data Tab

Select the Fulfillment Data tab.

Field or Control	Description
Shipping EIP Control ID	If the schedule was completed in the counter sale environment, the system send a Request to Ship transaction (Transaction code 0366) to PeopleSoft Inventory. This is the EIP control ID of the shipment transaction. It is informational only and can be used to track down any issues in Inventory. These transactions are maintained and processed in SCM Integrations menu.
Quantity Available	Displays the quantity available in the ship from PeopleSoft Inventory business unit.
Quantity Reserved	Appears if the demand is reserved in PeopleSoft Inventory or if you select the Reserve Order or Reserve Line link from the Order Entry Form at the header or line level. You can only reserve from the header or line level.
Quantity Shipped	If the product has shipped, the quantity appears.
Skip Lot Allocation	Select to skip lot allocation.

Ship To Tab

Select the Ship To tab.

Field or Control	Description
	Click the View Related Links button to access additional options for a ship to customer: View Ship To Customer Address. Override Ship To Address. Ship To Address Annotations.
Location	The field displays the default location number from the line; you can edit this field.

Field or Control

Description

View Related Links button

Click the View Related Links button to access additional options for a ship to customer:

View Ship To Customer Address.
Override Ship To Address.
Ship To Address Annotations.

Location

The field displays the default location number from the line; you can edit this field.

Ship To Taxes Tab

Select the Ship To Taxes tab.

These fields are the same as on the line.

Price / Ship By Tab

Select the Price / Ship By tab.

Field or Control	Description
Net Unit Price	If you change this price, you must select a Price Adjustment Reason when prompted.
Delivery ID	The Id displays if the business unit is using deliveries.
Document Reference	The document number of a schedule assigned to the delivery. If the schedule was completed in counter sale, the document reference number is the Goods Receipt document reference number that the schedule appeared on.

Requested Dates/Scheduled Dates Tabs

Select a tab.

Field or Control	Description
Frozen Flag	Indicates in PeopleSoft Supply Planning whether a schedule should be prevented from rescheduling if no supplies are available.

Ship Options 1

Select the Options 1 tab.

The fields are the same as on the line.

Ship Options 2 Tab

Select the Options 2 tab.

The fields are the same as on the line with the addition of Special Handling.

Field or Control	Description
Use Preferred Freight Carrier	If a carrier is entered for the buying agreement terms, this field indicates whether the carrier has been designated for freight purposes.
Special Handling	Select this option for direct ship schedules that require special attention to the freight terms, carrier ID, and ship via information. When PeopleSoft Purchasing processes direct ship order schedules and you select this check box, the freight terms, carrier ID, and ship via information appear on the requisition and purchase order.

Claimback/Supply Source Tab

Select the Claimback/Supply Source Tab.

Field or Control	Description
Source Type	Displays the source type.
Claimback Contract ID	Enter the Claimback Contract ID. You can search for the Contract ID by clicking on the icon near the Claimback Contract ID field. The Claimback Contract ID Search page is displayed.

See Viewing Alternate Sources of Supply.

Backorder/Reservation Rules Tab

Select the Backorder/Reservation Rules tab. The fields are the same as on the line.

Tax Location Tab

Select the Tax Location tab.

You can enter and override the defaults. The fields are passed to PeopleSoft Billing for tax calculations. These fields are available only when a third party tax supplier is used by the Order Management business unit. Fields will be displayed within the context of the specific tax supplier and software version.

Field or Control	Description
Ship From Location	Enter the ship-from location for the schedule line. If you do not provide a value, the third-party tax supplier uses the ship-to address as the ship-from address.
Tax Date	The date on which tax should be calculated. For an invoice whose lines have different ship dates, the system uses the ship date as the tax date. If you leave the Tax Date field empty, the document date will be used as the default value.
Order Acceptance	The place of business where you accepted a purchaser's offer to buy or the place where you became contractually obligated to make the sale. This value defaults from the order acceptance location that is associated with the Order Management business unit. Third-party tax suppliers use this field to determine tax jurisdiction. If you have not provided an order acceptance address, the third-party tax supplier assumes the address is the same as the Ship From address.
Order Origin	The place of business where you receive a purchaser's offer to buy. The value appears automatically from the order origin location that is associated with the PeopleSoft Order Management business unit. This field is used only by Taxware for jurisdiction determination. If you have not provided an order origin address, the third-party tax supplier uses the order acceptance address as the order origin address.
Store Location	The system passes this value to Vertex as the store code, or to Taxware Sales and Use Tax as the business location code.
Title Passage	Select the point of title passage. Select Sell Origin, Buyer Dest (destination), or Consignee. The system passes this value to Taxware Sales and Use Tax for jurisdiction determination.
Job Number	The system passes this value to Taxware Sales and Use Tax to determine tax exceptions only.
Error Description	Displays the third-party tax supplier error code and its description if you are using a third-party tax supplier and a tax calculation error occurs.

Tax Codes Tab

Select the Tax Codes tab. You can enter and override the defaults. The fields are passed to PeopleSoft Billing for tax calculations.

Field or Control	Description
Tax Group	The system passes this value to Vertex as the product category or to Taxware as the product code. You can set a default value from the charge code ID.
Transaction Type	Select None, Lease, Purchase, Return, Rental, Sale, or Service. You can set a default value from the charge code ID. The system passes this value to the third-party tax supplier for tax calculation.
Transaction Sub Type	Select from the valid transaction subtypes. You can set a default value from the charge code ID. This value is passed to Vertex Q Series only.
Exempt Reason Code	Enter Taxware reason codes to indicate why taxes are exempt for the line. You must add translate values into the field TAX_EXEMPT_RC to use them online.
Tax Customer Group	Enter the Vertex customer group code.
Tax User Area	The system passes this value to Vertex Q Series for reference purposes only.
Tax Customer ID	Enter the customer ID to pass to the third-party tax supplier for exemption processing. If you leave this field blank, the system sends the ship-to customer to the third-party tax supplier.
Tax Date	The date on which tax should be calculated. When using Vertex, document and tax date will generally be the same. However, for an invoice whose lines have different ship dates, the system uses the ship date as the tax date. If you leave the tax date field empty, the document date will be used as the default value.
Service Performance Location	The address information for the ship-to-location used as the service performed location.
Division for Tax Suppliers	Identifies a division within an organization. Uses defaults values from the Order Management business unit.
Department for Tax Suppliers	Identifies a department within an organization. Uses defaults values from the Order Management business unit.

Use the Schedule Pricing Data page (ORDENT_SCH_PRICE) to enter pricing information for the schedule.

Also enter manual adjustments. Many of the fields are the same as the fields on the Line Pricing Data page.

Navigation:

Select the Pricing Data link on the Shipment Schedules page.

Note: The fields on this page are identical to the fields on the Line Pricing Data page except for additional fields in the Miscellaneous section.

See Line Pricing Data Page.

Miscellaneous

Field or Control	Description
Buying Agreement ID	Buying agreement ID that is defined on the order line.
Buying Agreement Line	Buying agreement line number that is defined on the order line.
Projects Distribution Status	Select a distribution status to determine whether the order is picked up by PeopleSoft Project Costing. PeopleSoft Project Costing picks up all schedules with a status of None and then changes the status to D (generated). Any time that you change the schedule after the status is set to D (generated), the status is reset to Modified so that PeopleSoft Project Costing evaluates the change for its processing. If you do not want PeopleSoft Project Costing to consider this schedule, select Ignore as the Project Costing Status.
Distribution Type	Determines which cost of goods sold account is debited when a shipment is made in PeopleSoft Inventory against a sales order. PeopleSoft Inventory handles the distribution type for stocked items at the time of shipment. For non-stock products, you can optionally select a value in the field.
Tax Customer Group	Used to pass tax exceptions to Vertex. For example, if a customer is charged different tax rates for the same product depending on its use, you can set up exceptions in Vertex, defining different taxing policies for the same product. The schedule value appears by default from the line.
Tax Exempt	Select this check box if this schedule is tax exempt.
Exemption Certificate	If the schedule is tax exempt, enter the exemption certificate ID here.
Payment Terms	Enter the Payment terms.