Maintaining Orders
This section provides an overview of order maintenance.
Order maintenance and quote revisioning are triggered by the same toolbar button. This button allows changes to order data based upon configurable rules defined in the Capture Type Workbench. These rules determine the status of the order, and order lines, and will allow changes to certain data elements based upon this status.
To understand order maintenance, consider both the header statuses and the line statuses that are delivered out of the box, and how they map to the PeopleSoft Supply Chain Management fulfillment system. An order for example cannot be changed if has been shipped, or if the fulfillment system has not acknowledged its existence. In this overview section are two tables: one explains Order Capture header statuses and the second shows how line statuses in CRM map to PeopleSoft Supply Chain Management.
Header Statuses
Here are the delivered header statuses that can be displayed on the Entry Form:
|
Header Status |
Description |
|---|---|
|
2000 (In Fulfillment) |
The order is in the process of fulfillment. Quotes cannot have a status of In Process since quotes are not part of fulfillment. |
|
9000 (Hold) |
There is an open hold on the order, based on hold conditions. |
|
3500 (Fulfillment Hold) |
The Fulfillment system has placed a hold on the order. |
|
1500 (Partial Hold) |
The Fulfillment system has placed a hold on some products on the order. |
|
6000 (Complete) |
The order has gone through the fulfillment process. It has been shipped, or installed. Important! Once an order is set to Complete, the ordering process is considered finished and cannot be reversed. |
|
1 (Canceled) |
The order or quote has been canceled and no further action on this order or quote is necessary. |
|
950 (Queued) |
The order or quote has been created for a future date and is queued for later automatic submittal. |
|
5000 (Expired) |
The quote date has passed so the quote has expired. |
|
500 (New) |
The order or quote is new and has not been submitted. |
|
1000 (Submitted) |
The order or quote has been submitted for processing. |
Line Statuses
The following table shows the delivered line status mappings between Order Capture and PeopleSoft SCM:
|
SCM Line Status |
CRM Line Status |
CRM Line Partial Status |
|---|---|---|
|
B (Backordered) |
2000 (Backordered) |
2100 (Partially Backordered) |
|
C (Closed) |
6000 (Shipped) |
6100 (Partially Shipped) |
|
CMTD |
1050 (Sold) |
1050 (Sold) |
|
DENY (Deny) |
1060 (Lost) |
1060 (Lost) |
|
DRAF (Draft) |
1010 (Draft) |
1010 (Draft) |
|
H (On Hold) |
3500 (Fulfillment Hold) Note: Holds that originate in CRM have the status, 9000. This is to differentiate a Hold that originated in CRM (status 9000), from a Hold that originated in SCM. |
3500 (Fulfillment Hold) |
|
I |
5700 (Billed) |
5750 (Partially Billed) |
|
J |
5750 (Partially Billed) |
5750 (Partially Billed) |
|
K (Picked) |
5000 (Picked) |
5100 (Partially Picked) |
|
L |
5100 (Partially Picked) |
5100 (Partially Picked) |
|
O (In Fulfillment) |
4000 (In Fulfillment) |
4100 (Partially In Fulfillment) |
|
P (Pending) |
3000 (Pending) |
3100 (Partially Pending) |
|
Q (Requisitioned) |
4500 (Requisitioned) |
4600 (Partially Requisitioned) |
|
RDY (Ready) |
1030 (Priced) |
1030 (Priced) |
|
S (Shipped) |
6000 (Shipped) |
6100 (Partially Shipped) |
|
T |
6100 (Partially Shipped) |
6100 (Partially Shipped) |
|
U (Purchased) |
5500 (Purchased) |
5600 (Partially Purchased) |
|
V |
3700 (Reserved) |
3750 (Partially Reserved) |
|
W |
3750 (Partially Reserved) |
3750 (Partially Reserved) |
|
X (Canceled) |
1 (Canceled) |
1 (Canceled) |
See Integration Definitions - Line Status Mappings Workbench Page.
Allowable Maintenance
For the purposes of an integration with PeopleSoft Supply Chain Management, Order Capture allows you to maintain orders where the header status is at least Submitted (1000) and not yet Complete (6000). Order Capture allows order maintenance out of the box, where PeopleSoft Supply Chain Management is the fulfillment system under the following conditions:
If the header status is greater than Submitted (1000) but less than Complete (6000).
If the line status is less than Open (1000), line configurations and attributes can be changed.
If the line status is less than In Fulfillment (4000), line customer information can be changed.
If the line status is less than In Fulfillment (4000), line pricing data can be changed.
Since an order with header status of Queued has not yet been submitted to back end processing, it is queued for later automatic submittal, a Queued order can be maintained. No change order is required if a Queued order is maintained, since no order has yet been sent to the fulfillment system.
Order Capture delivers integration points that support a realtime check into inventory to determine if the changes can be made based on the fulfillment status of the order. Additionally, all of the necessary integration points are delivered to pass the changed data to fulfillment in order to process the change request.
See Understanding Fulfillment Integration.
You can add products to an order or quote, change an order or quote, change the dates for a quote, and so on. With related actions, the system keeps a record of and links to the original quote or order, so that you can maintain a history of how the quote or order progressed. Both the revisioned quote and the original quote may be used and both remain in open status. This allows you to offer different revisions of the products and pricing to your customers, and allows the CSR (or sales representative) to order from either of the quotes. Only the revisioned order can be used once changes have been made to the order.
When order maintenance is complete, various order capture pages reflect the change activity. Upon order submission, not only is a new business project fired, the Related Actions page updated, but the History page is also updated to track those changes.
Note: Changes to a quote are through the quote revisioning process. Creating a quote revision copies the instance of the quote to a new quote, and increments the revision number. This enables you to modify the quote as required.