Order Processing Fields

Order processing fields determine whether you can:

  • Ship partially fulfilled orders.

  • Create backorders for unfulfilled quantities.

  • Substitute for requested items.

  • Ship orders earlier than scheduled.

The following fields are located in several places and default from the system setup, such as the Setup Fulfillment component and the Setup Item Fulfillment component.

Reservation and Backorder Rules

The line-level reservation rule, line reservation-backorder rule, and order-level reservation rule can be changed before the demand line is set to the releasable state. Demand lines in the releasable state no longer use the reservation rules.

The backorder rule is applied to the demand line by reservations processing and then later during the shipping process. The backorder rule can be changed anytime before shipping.

Cancel Backorder Flag

The Cancel Backorder check box on the demand line is used if there is no backorder rule on the line. You can always change the Cancel Backorder setting from No to Yes for material stock requests before shipping. You can change the option from Yes to No only for demand lines in the pending or unfulfilled states. You can also change the Cancel Backorder setting for backorder demand lines (those with a demand line greater than 1). If a backorder associated with the material stock request line exists, a warning message indicates that the backorder line must be canceled manually. You can cancel backorders for both sales orders and material stock requests using the Cancel/Hold Stock Requests page in PeopleSoft Inventory.

Partial Qtys Can Ship Flag

You can always change the Partial Qtys Can Ship setting from No to Yes for material stock requests before shipping. You can change the setting from Yes to No only if backorders do not exist for the order.

Partial Orders Can Ship Flag

The Partial Orders Can Ship setting is an order-header level option; therefore, a change made at the schedule or demand-line level is automatically duplicated for all other lines associated with the order. You can change this setting before the order is in the shipped state.

Allow Item Substitutes Flag

For material stock requests created using the Create/Update Stock Request component or the PO sourcing processes, the default Allow Item Substitutes setting comes from the Setup Item Fulfillment page, if defined, or the Setup Fulfillment page. The default on orders created by the Create Par Replenishment Requests process and through planning messages is the disabled setting. You can override the Allow Item Substitutes setting for all material stock requests on the Maintain Stock Request page until the order line has been shipped.

The Allow Item Substitutes flag is located on the Setup Fulfillment page.

Ship Prior to Sched Date Flag

The Ship Prior to Sched Date (ship prior to schedule date) option, which enables an order to ship before scheduled, is not evaluated until a sales order or material stock request is shipped. Therefore, it can be changed at any time until the order is marked as shipped. Changing the Ship Prior to Sched Date setting from Yes to No only affects the demand lines of the order that have not yet shipped.

Note:

The shipment date is not checked by the shipping programs unless the Verify Ship Date check box is selected on the Setup Fulfillment-Shipping page.

Related Topics