Order Change Rules by Field Summary

This section summarizes the changes to material stock requests that you can perform, based on the component you are using and the fulfillment state of the demand line.

The table below includes the following column headings:

Term Definition

Field or Change Type

The field modification or type of change.

Unfulfilled

A fulfillment state indicating that the demand line has not been processed by any type of reservation processing. This can include soft reserve, non-soft reserve, ATP reserve (promised), and lot allocated orders.

Releasable

A fulfillment state indicating that the demand line have passed reservation processing and can be released for picking. This can include soft reserve, non-soft reserve, ATP reserve (promised), and lot allocated orders.

Released

A fulfillment state indicating that the demand line has been associated with a pick batch ID.

Shipped

A fulfillment state indicating that the demand line has been shipped.

If an order change is allowed, or if it is not allowed only under certain conditions, the table includes a reference number to a footnote detailing those conditions.

Field or Change Type Unfulfilled Releasable Released Shipped

Quantity Information Changes

       

Decrease Schedule Qty

Allowed

Allowed

Not Allowed (1)

Not Allowed

Increase Schedule Qty

Allowed for non-lot allocated lines without backorders

Not allowed (2)

Not allowed (2)

Not allowed (2)

Shipping Information Changes

       

Ship to Cust ID

Allowed

Allowed

Not Allowed

Not Allowed

Ship Via

Allowed

Allowed

Allowed

Not Allowed

Carrier ID

Allowed

Allowed

Allowed

Not Allowed

Freight Terms

Allowed

Allowed

Allowed

Not Allowed

Route Code

Allowed

Allowed

Allowed

Not Allowed

Load ID

Allowed

Allowed

Allowed

Not Allowed

Cancel Backorder

Allowed

Allowed

Allowed

Not Allowed

Ship Partial Qty

Allowed (3)

Allowed (3)

Allowed (3)

Not Allowed

Ship Partial Order

Allowed

Allowed

Allowed

Not Allowed

Ship Prior Flag

Allowed

Allowed

Allowed

Not Allowed

ChartField Overrides

Allowed

Allowed

Allowed

Allowed (4)

Distrib Type

Allowed

Allowed

Allowed

Allowed (4)

Project Fields

Allowed

Allowed

Allowed

Allowed (4)

Ship-To Name

Allowed

Allowed

Allowed

Not Allowed

Address

Allowed

Allowed

Allowed

Not Allowed

Sched Shipment Date

Allowed

Allowed

Allowed

Not Allowed

Allow Item Substitutes

Allowed

Allowed

Allowed

Not Allowed

Location

Allowed

Allowed

Not Allowed

Not Allowed

Export Flag

Allowed

Allowed

Allowed

Not Allowed

Intrastat

Allowed

Allowed

Allowed

Not Allowed

Other Types of Changes

       

Cancel

Not Allowed

Not Allowed

Not Allowed

Not Allowed

Hold

Not Allowed

Not Allowed

Not Allowed

Not Allowed

Delete (5)

Not Allowed

Not Allowed

Not Allowed

Not Allowed

(1) If the demand line has been released for picking but not confirmed as picked, you can implement the decrease in the quantity shipped by underpicking using the Material Picking Feedback component. If the demand line has been confirmed as picked, you can short ship the demand line using the Shipping/Issues component until the demand line is depleted.

(2) To add a demand line to a material stock request, use the Create/Update Stock Request component in PeopleSoft Inventory.

(3) This modification is permitted only if the Ship Partial Order setting is Yes.

(4) This modification is permitted only if the demand line has not been depleted.

(5) You can delete canceled or depleted order and schedule lines from PeopleSoft Inventory tables using purge routines.