Changing Information on an Order

The Demand Change Configuration feature determines what field changes are allowed by fulfillment state and whether the changes are allowed in Inventory components or Order Management components. If given a choice, changes or holds to sales orders should always originate in PeopleSoft Order Management using the:

• 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.

Until you reserve the request, you can change order data using the Create/Update Stock Request component in PeopleSoft Inventory (except for sales order from PeopleSoft Order Management). You can only add lines or schedules to a material stock request with this component.

You can create sales orders and material stock requests for items that require ATP-reservation processing. The order line quantity for these lines is promised to ship by a scheduled shipment date based on available-to-promise (ATP) calculations of future supply and demand. While most fields for promised order lines are subject to the same rules as other changes for sales orders and material stock requests, quantity changes are handled slightly differently.

For stock requests only, you can increase the requested quantity for an ATP-reserved order line only until the line has been promised. To increase order quantity for promised orders, enter a new order line or schedule. The requested quantity on an ATP-reserved order line can be decreased until the order is shipped. For promised sales orders that have not been associated with a pick batch ID, you can decrease the order lines.

For promised order lines from any source, you can:

• Unpromise quantities for the scheduled ship date, using the Shortage Workbench.

• Partially unpromise quantities if the Partial Qtys Can Ship setting is Yes on the Setup Fulfillment page or the Setup Item Fulfillment page.

  If backorders are not allowed for an order line, partially unpromising an order line effectively decreases the order line's requested quantity.

After you have saved an interunit transfer order using the Create/Update Stock Request component, you cannot change the destination business unit; however, you can change the location code.

If the destination business unit requires closure-calendar validation for receiving activities, the system validates the order's scheduled arrival date and time against the calendar. If the date and time are not valid for receiving activities at the destination business unit, a warning message appears when you save the change. You can either ignore the warning or reschedule the shipment date (in which case the system returns the next valid date for receiving activities at the destination business unit).

Sales orders and material stock requests packed into shipping containers cannot be changed. To change one of these orders, unpack the order in PeopleSoft Inventory. In the Create/Update Stock Request component, packed orders have a status of Confirmed and fields are unavailable for entry.

For eligible sales order and material stock request lines, you can make item substitutions during picking and record them on the Material Picking Feedback page.

To enable substitutions on a sales order, select the Allow Product Substitutes option on the Sold-To Data page. This setting becomes the default for the sales order in PeopleSoft Order Management. You can change this option until a substitution has been recorded for the corresponding demand line on the Material Picking Feedback page or until the demand line has been shipped. After the demand line has been added to a pick batch ID and before the demand line has been shipped, enter any changes made to the Allow Item Substitutes setting in PeopleSoft Order Management on the Maintain Stock Request page in PeopleSoft Inventory.

For material stock requests created using the Create/Update Stock Request component or the PO sourcing processes, the Allow Item Substitutes setting comes from the Setup Item Fulfillment page or the Setup Fulfillment page. The default Allow Item Substitutes setting on orders created by the Create Par Replenishment Requests process and through planning messages is the disabled setting. You can override the Allow Item Substitutes setting for all material stock requests on the Maintain Stock Request page until the order line has been shipped.

If you have activated the warehouse management system (WMS) integration with the PeopleSoft Inventory business unit, then order line data is sent to the WMS when the order is released for picking. When you implement a change to a sales order or material stock request in the PeopleSoft system and that order has already been released to a WMS application, the change is not sent to the WMS. You must enter the change manually in the WMS application to affect fulfillment processing.

If you have activated the transportation management system (TMS) integration with the PeopleSoft Inventory business unit, then order line data is sent to the TMS application to optimize shipments for the orders. When you implement a change to a sales order or material stock request in the PeopleSoft system and that order has already been released to a TMS application, the change is not sent to the TMS. You must enter the change manually in the TMS application to affect fulfillment processing.