Understanding the PeopleSoft Order Management Updates Business Process

When you run the Post Updates process (PL_POST), it generates order management recommendations and post errors. You can review and manually apply those order management updates to PeopleSoft Order Management.

You can manage the PeopleSoft Order Management updates from PeopleSoft Supply Planning after you run the Post Updates process.

To process PeopleSoft Order Management updates:

  1. Review the errors that occurred from the Post Updates process using the Review Post Errors component.

    When you run the Post Updates process, the system generates error messages. The Post Updates process generates exception messages when a change in the planning instance occurs that cannot be directly applied in PeopleSoft Order Management. Additionally, net change conditions (when, for example, a sales order is modified after being extracted into PeopleSoft Supply Planning) also appear as errors.

  2. Review the recommended PeopleSoft Order Management updates using the Review Updates component.

    During the Post Updates process, the system compares the exported sales order from PeopleSoft Supply Planning with the actual sales orders in PeopleSoft Order Management. Based on material and capacity constraints, PeopleSoft Supply Planning suggests rescheduling ship dates for orders that cannot be shipped on the customer-requested ship date or the scheduled ship date. You can direct rescheduling of demand by establishing demand priorities, freezing orders within the planning instance, and varying solver reschedule options.

  3. Apply the PeopleSoft Order Management updates manually in PeopleSoft Order Management.

    Use the inquiry pages in PeopleSoft Supply Planning to review rescheduled shipment dates along with manual changes that a planner may have made in a planning instance. The Review Updates pages are used for inquiry only; you must apply the suggested updates manually in PeopleSoft Order Management.

Use PeopleSoft Order Management to manage these types of updates from PeopleSoft Supply Planning:

  • Reschedule of sales orders or quotes.

  • Modifications in quantities and status on sales orders or quotes made by the planner.

  • Modifications to buying agreements.