Common Elements Used in Understanding Shipping Rules

Business Unit and To Business Unit

If this run control should process one PeopleSoft Inventory business unit, enter the unit in the Business Unit field. If you want to process a range of business units, enter the starting unit in the Business Unit field and the ending business unit in the To Business Unit field. The system processes all Inventory business units, sorted in alphanumerical order, that fall between the starting and ending unit.

All Business Units

Select to process all PeopleSoft business units in this run control.

Ship by Date or Select by Date

Choose the date to select orders for shipping. Values are:

• Order Date: Select to process orders based on the order date. Enter a date range in the Date From and Through fields.

  For just one specific date, use the Date From field only.

• Orders Placed Today: Select to process orders entered in the system today.

• Schedule Date: Select to process orders based on a the scheduled shipment date defined on the order demand line.

  Enter a date range in the Date From and Through fields.

  For just one specific date, use the Date From field only.

• Ship Early Date: Select to process orders based on the Earliest Ship Date field of the order demand line.

  Enter a date range in the Date From and Through fields. For just one specific date, use the Date From field only.

Date From and Through

Enter the dates to retrieve orders for shipping. This is based on the entry in the Ship by Date field.

Demand Source or Source

Restrict the orders selected for shipment to one of the following sources:

• IN: Material stock requests created in PeopleSoft Inventory.

• OM: Sales orders created in PeopleSoft Order Management.

• PL: Planning requisitions from PeopleSoft Supply Planning.

• RT: Return to vendor (RTV) stock requests.

Source Unit or Source Bus Unit

Enter the business unit where the order originated.

Order Number and To

Enter the order number or range of order numbers to be shipped. The order can be a sales order from PeopleSoft Order Management or a material stock request from PeopleSoft Inventory, Purchasing, Manufacturing, or Supply Planning. If you enter a range of orders using the Order Number and To fields, then the system processes all orders, sorted in alphanumerical order, that fall between the starting and ending order numbers.

Order Line and Schedule Line

Enter the line number and schedule line number of the order number specified above.

Load ID

Enter to select orders assigned to a single load ID.

Route Group and Route Code

Enter to select orders grouped together for a particular transportation grouping and transportation route for delivery of the order.

Customer ID and Location

Enter to select orders to ship that were entered for a particular customer and customer location.

Ship To Customer and Address Number

For sales orders, enter the Ship To Customer ID and address to select orders to ship.

Ship ID or Shipping ID

Enter the shipping ID to select orders to ship using a previously assigned shipping ID.

Carrier ID

Enter to select orders to ship with one carrier.

Ship Via or Ship Via Code

Enter to select orders to ship using one shipping method.

Delivery ID

Enter to select order lines assigned to a single delivery ID. Deliveries are logical groupings of order lines that can be shipped together. PeopleSoft Inventory and Order Management can use these groupings for pricing sales orders, adding freight charges, and packing shipping containers. Each delivery is assigned a unique delivery ID.

See Understanding PeopleSoft Delivery Management and Freight Calculations.

Pick Batch ID and Pick Line

(Shipping Requests process page only) Enter to select orders or a single demand line by the pick batch ID or line number assigned by the Order Release process.

TMS Reference ID and TMS Reference Line

Enter to select orders or a single demand line by the TMS reference ID or line number assigned during the interface to the transportation management system.

External Reference Number and External Reference Line

Enter to select orders by the external reference number and line. The external reference information is assigned when WMS orders are downloaded using the Shipping Order Release EIP.

Ship Container ID

(Shipping Requests process page and Fulfillment Workbench only) Enter to select orders assigned to a single shipping container.

Priority and To

Enter a shipping priority code or range of codes that are assigned to sales orders in PeopleSoft Order Management or to interunit transfers coming from PeopleSoft Supply Planning.

Product ID

Enter the product ID from PeopleSoft Order Management.

Parent Product ID

Enter the parent of a product kit from PeopleSoft Order Management.

Auto Process

Select an option to process the demand lines passed the shipped state to the depleted state. If you select the No Auto-Processing option then the system launches this process to place the demand lines in the shipped state. Select Use Auto-Processing Default to use the default value. The default value for this field comes from the Auto-Processing Option defined for the process on the Setup Fulfillment-Fulfillment Task Options page (business unit level). If no value is entered, then the default comes from the Fulfillment Engine Options page (SetID level).

Build Bills of Lading

Enter a value to create bill of lading reports (BOL) for the demand lines shipped by this process page. The options are:

• Build Bill of Lading: Select this option to run the Build Bill of Lading Requests process (IN_FUL_BOL) after the shipping process is complete.

  This application engine process groups demand lines into BOLs by load, route, carrier, ship via, ship to, address sequence number, and address fields (for overridden addresses). This process adds the commodity code, quantity shipped, shipping UOM, shipping weight, and shipping volume into the BOL definition. For foreign BOLs, the harmonized code is used instead of the commodity code.

• Build and Print Bill of Lading: Select this option to run the following processes after the shipping process is complete:

  1. The Build Bill of Lading Requests process (described above) to create the bill of ladings.

  2. The Bill of Lading report process (INS6100 SQR) to print the bill of ladings.

• No Bill of Lading: Select this option to not create or print bill of ladings.

Validate Delivery

Select an option to validate the deliveries when this page is saved. The system confirms that the attributes of the delivery and the demand lines that are assigned to the delivery are still valid. The system looks for demand lines on the delivery that do not match the values in the delivery key fields defined on the Inventory Definition - Business Unit Options: Delivery Management page used to build a delivery. For example, if the carrier ID must be the same for all demand lines on the delivery but not all the demand lines have the same carrier ID, then the system produces an error. The system also recalculates the total weight and volume, total number of containers, and total number of packages.

The options are:

• Do Not Validate: The system does not validate the delivery

• Reassign/Consolidate: The system validates the deliveries and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The process creates new deliveries as needed. Before removing any demand lines from a delivery, the process first verifies that the action is allowed based on the processing rules. The processing rules prevent the removal and reassignment of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

• Validate Only: The system only validates the demand lines and deliveries. It does not assign or remove any demand lines from deliveries. Use the Delivery Management Workbench to reassign any demand lines.

• Validate/Assign to New: The system validates the deliveries and places any unassigned demand lines onto new deliveries. The system creates new deliveries as needed. Unassigned demand lines are not placed onto existing deliveries. It does not remove any demand lines from deliveries. Use the Delivery Management Workbench to remove and reassign any demand lines.

• Validate/Auto Assign All: This option is similar to the Validate/Auto Assign Open option except that invalid demand lines can be removed from deliveries in both the open and closed status. The system validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open or closed status. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

• Validate/Auto Assign Open: The system validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The system creates new deliveries as needed. Before adding or removing any demand lines from a delivery, the system first verifies that the action is allowed based on the processing rules. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes).

See Understanding PeopleSoft Delivery Management and Freight Calculations.