Understanding Sales Order Entry

This section discusses:

  • Sales order information navigation.

  • Default ship-from values.

  • Shipment and arrival dates.

PeopleSoft Order Management separates sales order information into these levels:

  • Header information, which pertains to the entire order.

  • Line information, which applies to products and quantities.

    Note: Header and line information are entered on the Order Entry Form page.

  • Schedule information, which separates the line quantity into one or more shipments.

    The system automatically creates a schedule for each order line, so use only the schedule pages when a line has multiple shipments.

If you are working with margin adjustments, the CSR can create sections to make it easier to manipulate the lines that make up the order.

See Margin Adjustments Worksheet Page.

Access the Order Entry Form page (Order Management, Quotes and Orders, Create/Update Order). You can also use links to initiate additional sales order functions, such as notes and attachments, reserving, changing currencies, and manually calculating freight charges and weight and volume pricing.

To inquire about orders, select Order Management > Quotes and Orders > Review Order Information and select a topic.

The system may use any of the PeopleSoft Inventory business units listed in the table as the default in the Ship From field on the Order Entry Form page.

Note: You can also use alternate sourcing to expand the ship from options and potentially source the line to new or existing supply.

See Creating Alternate Sources of Supply Arbitration Plans and Rules.

PeopleSoft Inventory Business Unit

Description

Condition

A

Priority 1 Inventory business unit in the ship-to customer's distribution network.

See Condition 3.

Condition 3:

This condition applies if the statements are true:

  • You selected None as the Availability Option on the Order Entry Features page.

  • You assigned a distribution network to the ship-to customer on the General Information - Ship To Options page.

PeopleSoft Inventory business unit A becomes the default.

B

Highest priority Inventory business unit in the ship-to customer's distribution network that has enough product to supply the quantity ordered.

See Condition 1.

Condition 1:

This condition applies if the statements are true:

  • You selected Network, Automatic, or Manual as the Availability Option on the Order Entry Features page.

  • You assigned a distribution network to the ship-to customer on the General Information - Ship To Options page.

  • More than one PeopleSoft Inventory business unit in the ship-to customer's distribution network contains the product.

  • You have defined a sourcing arbitration plan on the Order Management Business Unit Shipping and Returns page and sourcing rules whose defined key fields do not match the transaction.

PeopleSoft Inventory business unit B becomes the default.

C

The default Inventory business unit you selected for the Order Management business unit on the Shipping and Returns page.

See Condition 6.

Condition 6:

This condition applies if the statements are true:

  • You selected Network, Automatic, or Manual as the Availability Option on the Order Entry Features page.

  • You did not assign a distribution network to the ship-to customer on the General Information - Ship To Options page.

  • You selected a default ship from the PeopleSoft Inventory business unit on the Order Management business unit Shipping and Returns page.

  • You have defined a sourcing arbitration plan on the Order Management Business Unit Shipping and Returns page and sourcing rules whose defined key fields do not match the transaction.

PeopleSoft Inventory business unit C becomes the default.

The setting for the Availability Option Order Entry Features page does not apply.

D

The Priority 1 Inventory business unit in the default distribution network that you selected for the Order Management business unit on the Shipping and Returns page.

See Condition 7.

Condition 7:

This condition applies if the statements are true:

  • You selected None as the Availability Option on the Order Entry Features page.

  • You did not assign a distribution network to the ship-to customer on the General Information - Ship To Options page.

  • You selected a default distribution network on the Order Management business unit Shipping and Returns page.

  • You have defined a sourcing arbitration plan on the Order Management Business Unit Shipping and Returns page and sourcing rules whose defined key fields do not match the transaction.

PeopleSoft Inventory business unit D becomes the default.

E

Highest priority Inventory business unit in the default business unit distribution network that has enough product to supply the quantity ordered.

See Condition 4.

Condition 4:

This condition applies if the statements are true:

  • You selected Network, Automatic, or Manual as the Availability Option on the Order Entry Features page.

  • You did not assign a distribution network to the ship-to customer on the General Information - Ship To Options page.

  • You selected a default distribution network on the Order Management business unit Shipping and Returns page.

  • More than one PeopleSoft Inventory business unit in the default distribution network contains the product.

  • You have defined a sourcing arbitration plan on the Order Management Business Unit Shipping and Returns page and sourcing rules whose defined key fields do not match the transaction.

PeopleSoft Inventory business unit E becomes the default.

F

The Inventory business unit that contains the product.

See Condition 2 and Condition 5

Condition 2:

This condition applies if the statements are true:

  • You selected Network, Automatic, or Manual as the Availability Option on the Order Entry Features page.

  • You assigned a distribution network to the ship-to customer on the General Information - Ship To Options page.

  • Only one PeopleSoft Inventory business unit in the ship-to customer's distribution network contains the product.

  • You have defined a sourcing arbitration plan on the Order Management Business Unit Shipping and Returns page and sourcing rules whose defined key fields do not match the transaction.

PeopleSoft Inventory business unit F becomes the default.

Condition 5:

This condition applies if the statements are true:

  • You selected Network, Automatic, or Manual as the Availability Option on the Order Entry Features page.

  • You did not assign a distribution network to the ship-to customer on the General Information - Ship To Options page.

  • You selected a default distribution network on the Order Management business unit Shipping and Returns page.

  • Only one PeopleSoft Inventory business unit in the default distribution network contains the product.

  • You have defined a sourcing arbitration plan on the Order Management Business Unit Shipping and Returns page and sourcing rules whose defined key fields do not match the transaction.

PeopleSoft Inventory business unit F becomes the default.

G

Highest sort option source of supply from the sourcing arbitration plan that has enough product to supply the quantity ordered.

See condition 8.

Condition 8:

The conditions apply if the statements are true.

  • You selected Network, Automatic, or Manual as the Availability Option on the Order Entry Features page.

  • You assign a distribution network to the ship-to customer on the General Information - Ship to Options page or you select a default distribution network on the Order Management business unit Shipping and Returns page.

  • No PeopleSoft Inventory business unit in the ship-to customer's distribution network or Order Management default distribution network contains the product.

  • You have defined a sourcing arbitration plan on the Order Management Business Unit Shipping and Returns page and sourcing rules whose defined key fields match the transaction.

PeopleSoft Inventory business Unit G becomes the default.

Note: If you select Network as the Availability Option, only one PeopleSoft Inventory business unit in the distribution network returns (even if insufficient stock exists in the PeopleSoft Inventory business unit that was returned to fulfill the entire quantity requested on the order line). The system does not automatically create two separate schedules.

If you use the Order Completion (OM_BACKGRND) process to process orders with electronic data interchange (EDI) as the order source, the system will not create order lines if the ship from cannot be derived. In these cases, the order status will be set to Pending.

When you are in the counter sale environment, the ship from business unit defaults from the User Preferences. You can override this when adding or updating the sales order or quote. No further defaults are provided.

Important! If none of the conditions are met, no PeopleSoft Inventory business unit defaults are used and you cannot save the order line.

For scheduled shipment and arrival dates, the system finds the dates that accommodate customer requirements for receipt of the product. This is controlled by a setting on the Order Entry Features page that indicates whether customer and carrier exception calendars and PeopleSoft Inventory business unit closure calendars should be consulted at field change, order save, or not at all. You can also determine whether transportation lead times are calculated at field change, order save, or not at all. When using transportation lead times, you can also determine whether the system should process adjustments to the shipment and arrival dates by calculating the dates going forward or backward. In doing so, the system continues to cross-check against the closure calendar for the shipping warehouse and carrier and then against the exception ship date calendar for your customer, until it arrives at dates that meet the restrictions. Additionally if the date is too early or late relative to the requested arrival date, hold processing can be used to further control the shipment.

Note: When you change either of the scheduled dates–shipment or arrival–the system does not recalculate them. The system assumes that you are manually overriding the date. Changes to the requested dates trigger an automatic recalculation of the scheduled dates.

Note: Schedules marked for customer pickup will only use the ship from business unit calendar. Customer and carrier calendars and transportation rules will be ignored.

Note: When using the any of the exception calendars (customer, carrier, ship from) to calculate the scheduled shipment date and time, there may be an extra minute adjustment with day exceptions that could change the date of the shipment. The system will adjust forward by one minute if the exception represents an entire day (indicated by start time of 12:00 a.m. and end time of 11:59 p.m.) Block adjustments are not affected.