Tracking Orders

This topic lists common elements and discusses how to track orders.

Use the order tracking feature in PeopleSoft Order Management to track an order throughout its fulfillment cycle and to navigate to additional detail about order status. You can make your search as narrow or broad as you like by establishing search criteria on the Order Tracking - Search page.

Page Name

Definition Name

Usage

Order Tracking - Search Page

ORDER_TRACK_SRCH

Establish order tracking search criteria.

Order Tracking Page

ORDER_TRACKING

Track an order or group of orders through its fulfillment cycle.

This page operates in deferred processing mode.

Order Tracking - Schedule Detail Page

ORD_TRACK_DDTL_SEC

View the demand lines for each schedule of an order.

Order Tracking Page

Order Tracking - Shipments Page

ORD_TRACK_SHIP_SEC

View shipment details. Transfer to the Carrier URL page.

Order Tracking Page

Order Tracking - Order Holds Page

ORD_TRACK_HOLD_SEC

View order holds for the order.

Order Tracking Page

Order Tracking - Invoices Page

ORD_TRACK_INVC_SEC

View invoice IDs for a schedule with multiple invoices. Transfer to the Billing Summary page for details about a specific invoice.

Order Tracking Page

Order Tracking - Returns Page

ORD_TRACK_RMA_SEC

View order return information.

Order Tracking Page

Field or Control

Description

Order

Click an order number to transfer to the Order Entry Form page.

Quantity Shipped

Click a value to access the Order Tracking - Shipments page.

From this page, you can click the Track Shipment link to transfer to the Carrier URL page.

Customer PO (customer purchase order)

Displays a customer-derived number.

Use the Order Tracking - Search page (ORDER_TRACK_SRCH) to establish order tracking search criteria.

Navigation:

Order Management > Quotes and Orders > Review Order Information > Track Order

Field or Control

Description

Tracking Status

Select the position of the order in the fulfillment process. This value is not the same as the status on sales order entry pages. Options are:

  • Backordered: Some or all of the order schedule quantity is backordered.

  • Billed: The order schedule has been billed. An invoice number and invoice date have been assigned to the schedule, and the quantity shipped equals the quantity requested.

  • Canceled: The order schedule is no longer valid.

  • Closed: The order schedule has been closed. The Close Orders process was run and the order is marked as closed.

  • In Fulfillment: The order was created and is not on hold, pending, picked, requisitioned, purchased, shipped, back ordered, closed, or canceled.

  • On Hold: The order schedule, header, or at least one order line is on hold.

  • Partial Billed: A portion of the order schedule was billed (assigned an invoice number and date), but the quantity shipped and billed is less than the original quantity requested.

  • Partial Picked: A portion of the order schedule appeared on a picking plan.

  • Partial Reserved: A portion of the order is reserved.

  • Partial Shipped: A portion of the order schedule was shipped.

  • Pending: The schedule is not ready to be passed to PeopleSoft Inventory for fulfillment.

  • Picked: The entire order schedule quantity was picked.

  • Purchased: PeopleSoft Purchasing generated a purchase order for a direct-shipped product.

  • Requisitioned: PeopleSoft Purchasing generated a requisition for a direct-shipped product.

  • Reserved: The entire order schedule is reserved.

  • Shipped: The entire order schedule quantity was shipped.

Use the Order Tracking page (ORDER_TRACKING) to track an order or group of orders through its fulfillment cycle.

This page operates in deferred processing mode.

Navigation:

Click the Search button on the Order Tracking - Search page.

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

 Order Tracking page

This page displays information from the Order Entry Form page unless otherwise noted. You can view order information and navigate to other pages for more detailed information.

Status Tab

Displays information about the status of the order and the ordered, reserved, shipped, and invoiced quantity of the lines. You can also track the order from the carrier's website.

Field or Control

Description

Status

Click a linked order status to access the Order Tracking - Schedule Detail page.

If the status is On Hold, click to access the Order Tracking - Holds page.

Note: Unlike the Backordered status on the Order Tracking - Search page, orders appearing here can have a status of Backordered if the backordering occurred at picking or at shipping.

Order, Line, Schedule

Displays the order, line number, and schedule number. For example, CEN001,2, 1 represents the schedule for the second line of order number CEN001.

Quantity Reserved

Click a value to transfer to the Fulfillment Status page.

Quantity Shipped

Click to view shipment detail on the Order Tracking - Shipments page.

Track by Carrier

Click to access the carrier's tracking website, which was established on the Carrier URL page.

Product Tab

Select the Product tab.

Displays information about the products that make up the order.

Customer Tab

Select the Customer tab.

Displays the sold-to, bill-to, and ship-to customer name and enables you to view or add a conversation.

Field or Control

Description

Conversations

Click to transfer to the Conversations page.

Shipping Tab

Select the Shipping tab.

Displays carrier and shipping information.

Field or Control

Description

Quantity Shipped

Click to view shipment detail.

Direct Ship Tab

Select the Direct Ship tab.

If the order is shipped directly to the customer, you see information about the PO and requisition.

Field or Control

Description

PO Number (purchase order number)

Displays a system-derived number from PeopleSoft Purchasing for an order schedule that is shipped directly to the customer.

Click a linked value to transfer to the Purchase Order - Header page.

Requisition ID

Displays the requisition ID associated with a direct-shipped order schedule.

Click a linked value to transfer to the Requisition Form page.

Billing Tab

Select the Billing tab.

Displays shipping and invoice information. You can also view the credit available for the customer on the order.

Field or Control

Description

Invoice

Click a linked invoice ID to access the Bill Summary Info page.

If the schedule has multiple invoices, click the View Invoices link to access the Order Tracking - Invoices page. From there, you can select an invoice ID and access the Bill Summary page.

Note: If the order is generated from PeopleSoft Contracts and has shipped, the field displays the value Billed from Contracts. This value is a link to a PeopleSoft Contracts inquiry component. No invoice IDs appear for sales orders from contracts.

Available Credit

Click to access the Credit Available page.

Returns Tab

Select the Returns tab.

Displays information about any returns against the order.

Field or Control

Description

RMA ID (return materials authorization ID)

Click a value to access the Order Tracking - Returns page.

Quantity Returned

Displays the quantity returned against the order schedule using an RMA.

Buying Agreement/Contract Tab

Click the Buying Agreement/Contracts tab.

Displays information about buying agreement and contract IDs associated with the order.

Configuration Tab

Click the Configuration tab.

Displays the configuration code if the product is configured.