Understanding Order Entry Required Processing
Depending on the method that you use to enter sales orders in PeopleSoft Order Management, you must run different background processes to complete the transactions and to pass order information to PeopleSoft Inventory and PeopleSoft Billing. The table lists the required processes for each method of order entry:
|
Background Processes Required |
Order Entry Form |
EDI/XML |
Buying Agreement Releases |
Replacement Orders Created from RMAs |
|---|---|---|---|---|
|
Electronic Commerce (OM_EC).* |
NA |
Required. |
NA |
NA |
|
Create Sales Orders (OMCNTRCT). |
NA |
NA |
Required. (Only if you create sales orders in batch, otherwise it can be done online, and then only Order Completion needs to be run.) |
NA |
|
Order Completion/Repricing (OM_BACKGRND).* |
NA |
Required. |
Required. |
Required. |
|
Request Price Check (OM_AUDIT). |
NA |
Required. (Only if receiving customer prices through EDI.) |
NA |
NA |
|
Hold Checking (OM_HOLD).* |
Required. (Only for background hold processing.) |
Required. (Only for online or background hold processing.) |
Required. (Only for online or background hold processing.) |
Required. (Only for online or background hold processing.) |
|
Credit Checking - Customers and Source Codes (OM_CREDIT).* |
Required. (Only for background credit processing.) |
Required. (Only for online or background credit processing.) |
Required. (Only for online or background credit processing.) |
Required. (Only for online or background credit processing.) |
|
Populate Demand (OM_DEMAND).* |
Required. (Only if orders that are on hold are not sent to Inventory.) |
Required. |
Required. |
Required. |
|
Populate Billing (OM_BILL). |
Required. (Only if interfaced to PeopleSoft Billing.) |
Required. (Only if interfaced to PeopleSoft Billing.) |
Required. (Only if interfaced to PeopleSoft Billing.) |
Required. (Only if interfaced to PeopleSoft Billing.) |
|
Mark Lines for Billing (OMMARKLN). |
Required. (Only if using nonstock and direct-shipped products.) |
Required. (Only if using nonstock and direct-shipped products.) |
Required. (Only if using nonstock and direct-shipped products.) |
Required. (Only if using nonstock and direct-shipped products.) |
|
Load Credit Card Interface (OM_CRCARD). |
Required. (Only for credit card processing and credit card authorizations are not performed online.) |
Required. (Only for credit card processing.) |
Required. (Only for credit card processing.) |
Required. (Only for credit card processing.) |
|
Credit Card Processing (OM_CRC000). |
Required. (Only for credit card processing and credit card authorizations are not performed online.) |
Required. (Only for credit card processing.) |
Required (Only for credit card processing.) |
Required (Only for credit card processing.) |
|
Tax Applicability (OM_EXS_APPL). |
Required (Only for processing Indian taxes.) |
NA |
NA |
NA |
*When processing large volumes of orders through to PeopleSoft Inventory, you can stream the various batch processes together by selecting from the post process options on the run control page. All data selected as part of the process will be evaluated in subsequent processing.
The application engine processes take advantage of features including parallel processing and set processing that utilize temporary tables to reduce risk by date contention and deadlocks. To take full advantage of this, set up your runs to partition data. For example, for a Order Management Business Unit, you can process all orders coming from a specific source.
See PeopleTools PeopleBook: PeopleSoft Application Engine
This section provides details for these processes:
Order Completion/Repricing
Order Close