Order Release Request Page

Use the Order Release Request page (RUN_IN_FULFILL_RLS) to enter search parameters and settings to release demand lines to the released state and generate picking plans, picking extract files, generate item usage and carton labels, and launch the Shipping Order Release EIP.

Navigation:

Inventory, and then Fulfill Stock Orders, and then Picking, and then Order Release Request

This example illustrates the fields and controls on the Order Release Request process page (1 of 2). You can find definitions for the fields and controls later on this page.

This example illustrates the fields and controls on the Order Release Request process page (2 of 2). You can find definitions for the fields and controls later on this page.

Field or Control	Description
Business Unit and To Business Unit	If this run control should process one PeopleSoft Inventory business unit, enter the unit in the Business Unit field. If you want to process a range of business units, enter the starting unit in the Business Unit field and the ending business unit in the To Business Unit field. The system processes all Inventory business units, sorted alphanumerically, that fall between the starting and ending unit.
All Business Units	Select to process all PeopleSoft business units in this run control.
Action	Defines the action to be taken by the Order Release process. The options are: Create Allocations: The order release process uses the specified picking rules to determine the most appropriate storage location from which to pick each item, then creates an allocation to reserve the requisite quantity in the storage location. This is known as a push or system-defined picking plan. Make Suggestions: The order release process suggests storage locations from which to pick each item but does not make an allocation. Because there is no allocation of quantity, the picker is not limited to a specific location, nor is the suggested location necessarily excluded from other order release processes or picking plans. When picking is complete, the picker enters the actual storage location information using the Material Picking Feedback page, the Shipping/Issues - Picking Feedback page, or an electronic data collection device. This is known as a pull or user-defined picking plan. Note: If you work with an electronic data collection application that transfers material from a material storage location to a shipping area before sending the shipping transaction, use the Make Suggestions action. Note: When picking serialized items using an electronic data collection system, a push picking plan directs the picker to a specific set of allocated serial numbers. This may present a problem if the specified items are not easily retrieved, as serial number substitution can result in a transaction error if the alternate serial number has been allocated for another plan. For this reason, you may also want to use a pull plan for serialized items. Note: The Make Suggestions action cannot be used for return to vendor MSRs. Regenerate Output: The order release process reprints one or more pick plans that have already been created. When you select this option, the Selection Criteria group box changes to include a Select Released check box and a Select Confirmed check box. Once you have choose the fulfillment states of the demand lines you want to reprint, select the Specific search criteria to display the Pick Batch ID and To fields along with the Release Instance field. Enter either a range of pick plan IDs or to regenerate output for all demand lines released in a previous run of the Order Release process, use the Release Instance field. The demand lines that appear on the preprinted pick plan are controlled by the Select Released and Select Confirmed check boxes. Note: If you elected to create an extract file when you reprint a pick batch ID, the system sets the reprint flag on the extract file. This enables the data collection system to identify the new file as a replacement for the original version. The Shipping Order Release EIP sets the REGEN_ORDER_TRANS flag when regenerating output with the Shipping Order Release selection. Release Only: The order release process puts the selected demand lines in the released state and assigns a pick batch ID but does not allocate or suggested storage locations for picking. This action can improve system performance when using the Shipping Order Release EIP. All return to vendor MSRs are processed as Release Only The Order Release Request run control can only process a return to vendor MSR if there is an existing pre-allocation to the material storage location containing the returning stock. Return to Releasable: The order release process returns the selected demand lines in the Releasable state and removes any allocation of stock to the lines. In your selection criteria, you must specify a pick batch ID, release instance, or order selection. You have the option to keep any allocation by using the Keep Lot Allocations, Keep Pre-Allocations, and Keep All Allocations check boxes in the Selection Criteria group box. Return to Unfulfilled: The order release process returns the selected demand lines in the Unfulfilled state and removes any reservation and allocation of stock to the lines. In your selection criteria, you must specify a pick batch ID, release instance, or order selection. You have the option to keep any reservation or allocation by using the Keep Reservations, Keep Lot Allocations, Keep Pre-Allocations, and Keep All Allocations check boxes in the Selection Criteria group box.
Auto-Processing Option	Select the auto processing option to move your orders downstream to the desired state. Options include: Use Auto-Processing Default: Select to have the system use the auto-processing option defined for the Order Release Request process on the Setup Fulfillment-Fulfillment Task Options page (business unit level). If no value is entered, then use the value in the Fulfillment Engine Options page (SetID level). No Auto-Processing: Select to have the system only complete the Order Release process that you are initiating on the current page. No additional processing will be launched. Advance to Confirmed: Select to automatically process the orders to the picking confirmed state. Advance to Shipped: Select to automatically process the orders to the shipped state. Advance to Depleted: Select to automatically process the orders to the depleted state.
Auto Pick	Select this check box to use the pick action Create Allocations and to automatically set the Confirm Flag to yes. If the confirmed flag is set to yes, then the line can advance to a confirmed, shipped, or depleted state without going through picking feedback.
Validate Delivery	Select an option to validate the deliveries in this process run. The process confirms that the attributes of the delivery and the demand lines that are assigned to the delivery are still valid. The process looks for demand lines on the delivery that do not match the values in the delivery key fields defined on the Inventory Definition - Business Unit Options: Delivery Management page used to build a delivery. For example, if the carrier ID must be the same for all demand lines on the delivery but not all the demand lines have the same carrier ID, then the process produces an error. The process also recalculates the total weight and volume, total number of containers, and total number of packages. The options are: Do Not Validate: The process does not validate the delivery Reassign/Consolidate: The process validates the deliveries and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The process creates new deliveries as needed. Before removing any demand lines from a delivery, the process first verifies that the action is allowed based on the processing rules. The processing rules prevent the removal and reassignment of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes). Validate Only: The process only validates the demand lines and deliveries. If demand lines are invalid for a delivery, then a message is written to the process log. It does not assign or remove any demand lines from deliveries. Use the Delivery Management Workbench to reassign any demand lines. Validate/Assign to New: The process validates the deliveries and places any unassigned demand lines onto new deliveries. The process creates new deliveries as needed. Unassigned demand lines are not placed onto existing deliveries. If demand lines are invalid for an existing delivery, then a message is written to the process log. It does not remove any demand lines from deliveries. Use the Delivery Management Workbench to remove and reassign any demand lines. Validate/Auto Assign All: This option is similar to the Validate/Auto Assign Open option except that invalid demand lines can be removed from deliveries in both the open and closed status. The process validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open or closed status. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes). Validate/Auto Assign Open: The process validates the deliveries, places any unassigned demand lines onto new or existing deliveries, and also removes invalid demand lines from a delivery and places them onto a new or existing delivery. Invalid demand lines are removed only from deliveries with an open status. The process creates new deliveries as needed. Before adding or removing any demand lines from a delivery, the process first verifies that the action is allowed based on the processing rules. The processing rules prevent the addition or removal of a demand line to an existing delivery based on certain values in the IN_DELIVERY table. Processing rules prevent addition and removal when; the delivery status is closed or complete, the delivery is out for a freight request (Freight Status field is Rate Requested), a manifest has been created for this delivery (Manifest Status field is Manifest Requested or Manifest Received:), or the Commit Freight for Billing field is Y (yes). See PeopleSoft Supply Chain Management Common Information: Understanding PeopleSoft Delivery Management and Freight Calculations.
Defer Depletions	Select the value of Override to Yes or Override to No to change the value of the Defer Depletions field on each demand line selected by this page. When this field is left blank, the default value is derived from the Carrier page; if there is no default value on the Carrier page then the system uses the default value on the Setup Fulfillment-Shipping page. This field does not display if you have selected the value of Do not use this feature on the Setup Fulfillment-Shipping page. For more information in the Defer Depletions feature, go to the "Shipping Inventory" topic, "Delaying the Billing and Costing of Inventory Shipments" section. See Delaying the Billing and Costing of Inventory Shipments.

Output Options

Select the reports and files to generate when the Order Release process is run.

Field or Control	Description
Picking Plan	Select to generate the Picking Plan (SQR) report based on the settings under the Additional Options link of this process page.
Picking Extract File	Select to create an extract file containing information generated by the Order Release process. This is an optional file that is sorted according to the options specified on the Order Release Group/Order By group box under the Additional Options link of this process page. The file can be downloaded into an electronic data collection system that allows bar code-driven picking. Define file parameters under the File Overrides link of this process page or on the Setup Fulfillment-Electronic Fulfillment page.
Item Usage Labels	Select to create item usage labels automatically when you print the picking plan. These labels aid in the tracking of material usage. Define file parameters under the File Overrides link of this process page or on the Setup Fulfillment-Pick Plan Label page.
Shipping Order Release	Select to generate the Shipping Order Release EIP. The sort selections available under the Additional Options link of this process page or the Setup Fulfillment-Order Release page do not control the sequence of the orders in the shipping order release transaction. Order release data sent to the third-party system is separated into logical orders based on breaks in the following sort sequence: business unit, demand source, source business unit, order number, customer ID, ship to ID, address sequence code, carrier ID, and ship via. If the address information for an order is modified before order release, the address fields are added to the sort sequence.
Carton Labels	Select to create shipping carton labels automatically when running the Order Release process. These labels (which can be applied to each carton) enable you to provide shipping information for shipping personnel and carriers, build shipping containers, and provide customer-specific information identifying items within the cartons. File parameters for the shipping carton labels are defined under the File Overrides link of this process page or on the Setup Fulfillment-Pick Plan Label page. You can identify the label unit of measure using the Additional Options link of this process page.

Note:

When using the processing groups feature, it is important to remember that each processing group creates a separate processing run. When the processing group feature is used with the Shipping Order Release service operation, each separate process group creates a separate pick plan ID, separate picking extract file, separate Shipping Order Release transaction, and separate set of labels. For example, if the Order Release process picks up 1300 demand lines for processing and the processing count is 500 and the processing level is line, then three separate pick plan IDs are produced from the three separate process runs; two groups of 500 lines each and one group of 300 lines. The processing groups feature is defined on the Setup Fulfillment-Fulfillment Task Options page or the Fulfillment Engine Options page.

See Understanding Fulfillment Engine Processing Groups and Commit Levels.

Selection Criteria

Define the search criteria to select demand lines for order release. You can select a wide variety of criteria by using the Specific field to include only those demand lines associated with a specific carrier, item, load, order or range of orders, route or route group, TMS ID, ship to customer or location, or ship via. You can also select Advanced Search Criteria to use a combination of numerous search fields.

Note:

Work order created in PeopleSoft Maintenance Management cannot be selected or processed by the Order Release Request process.

Field or Control	Description
Select Unfulfilled	Select this check box to include demand lines in the unfulfilled state that meet the search criteria.
Select Releasable	Select this check box to include demand lines in the releasable state that meet the search criteria. Note: To retrieve any demand lines in your search criteria, you must select either the Select Releasable check box or the Select Unfulfilled check box. The default values for these check boxes are defined for the Order Release Request on the From States tab of the Setup Fulfillment-Fulfillment Task Options page (business unit level) or the Fulfillment Engine Options page (SetID level).
Backorder Only	Select this check box to include only demand lines that are currently backordered.
Export Shipments Only	Select this check box to include only demand lines that are export shipments.
TMS Lines Awaiting Upload	Select this check box to pick lines that have been downloaded to the TMS and are waiting to be uploaded to PeopleSoft. This check box overrides the check box on the Setup Fulfillment - Transportation Interface page.
Exclude RTVs	Select this check box to exclude return to vendor MSRs from the process run. To include just return to vendor MSRs, select Advanced Search Criteria in the Selection Criteria group box and then enter the value of Material Return in the Demand Source field. All return to vendor MSRs are processed as Release Only in the Action field, since a pre-allocation exists to the material storage location containing the returning stock. See Processing Return to Vendor Stock Requests in Demand Fulfillment.
Keep Lot Allocations	Select this check box to keep the lot allocations, if any, on the demand lines when using the Actions of Return to Releasable or Return to Unfulfilled.
Keep Pre-Allocations	Select this check box to keep any pre-allocations created when the demand line was in the Unfulfilled or Releasable fulfillment state. This check box is available when using you select the Actions of Return to Releasable or Return to Unfulfilled.
Keep All Allocations	Select this check box to keep any allocation (pre-allocation, lot-allocation, or standard allocation) currently assigned to the demand line. This check box is available when using you select the Actions of Return to Releasable or Return to Unfulfilled.
Keep Reservations	Select this check box to keep the reservation, if any, on the demand lines when using the Action of Return to Unfulfilled.
Select Orders	Select this check box to open the Order Release Selection group box where you can select to release a subset of the orders meeting the selection criteria.

Date / Time Selection

To narrow the selection even further, you can release orders based on their scheduled shipping dates and times. For example, you might want to pick orders scheduled to ship next week or orders shipping today within the next two hours. These selections can default from the Order Release Date/Time Select group box of the Setup Fulfillment-Order Release page.

Field or Control	Description
Date/Time Range	The order release process includes demand lines scheduled to ship within the specified From and Thru parameters. For example, you could release orders for picking that are scheduled to ship between 8 a.m. next Monday and 5 p.m. next Friday.
Lead Days/Minutes	The order release process includes demand lines scheduled to ship on or before today's date, plus the specified picking lead time entered in the Lead Days and Minutes fields. For example, you could release to picking orders scheduled to ship tomorrow at 3:00 p.m. by using the values 1 day, 180 minutes (if the current time is 12:00 p.m.). Note: If the business unit requires closure calendar validation for shipping activities as defined on the Closure Calendar page, and the calculated scheduled ship date falls on a defined closure date, the system adds one day for every closed day to the picking lead time to compare against the scheduled ship date. Times are not included in these calculations.
Today/Until	The order release process includes demand lines scheduled to ship today until the specified time.

Locations Selected By

These options determine the manner in which the order release process suggests storage locations from which to pick stock.

Field or Control	Description
Picking Rules	Select to use the picking rules defined by the picking algorithm entered in the Location Option field of the Setup Fulfillment-Order Release page or defined for the individual item on the Setup Item Fulfillment page.
Rules Override	Select this link to access the Rule Overrides page where you can review or change the default picking options from the Order Release Run Time Options group box on the Setup Fulfillment-Order Release page.
Default Shipping Location	Select to use the Default Ship Location defined on the Setup Fulfillment-Shipping page or defined for the individual item on the Setup Item Fulfillment-Shipping Options page.
Specific Location	Select to define the material storage location in the fields to the right.
Single Location Only	Select to have the picking plan suggest only one material storage location for picking each demand line. This check box is applied when you select either the Default Shipping Location option or the Specific Location option (above).

Order Release Selection

This group box can limit picking to a subset of the orders meeting the selection criteria. Click the Select Orders button to retrieve all orders that match the search criteria entered above on this Order Release Process page, then you can select individual orders to be released. This option is particularly useful when time is short or when you want to reduce the picking workload to small batches that are easily handled by a single picker. Detailed information for each order that you select is available on the Order Release Detail page.

Note:

Although you select orders based on order numbers rather than on specific order schedule lines, only schedules meeting the selection criteria are actually released, and only these schedule lines appear on the Order Release Detail page. For example, suppose that you release orders using item A. Two of the schedule lines on the order contain item A and the third schedule line contains item B. According to this group box, the order can be released for picking, but only the two schedule lines containing item A are actually picked. Therefore, depending upon the selection criteria, a single order can be split among multiple picking plans.

When you save this Order Release Request process page after selecting individual orders in the Order Release Selection group box, PeopleSoft Inventory automatically assigns a unique pick release ID to the active run control and to each selected demand line. The Order Release Request run control will process only the demand lines associated with this pick release ID. If you do not select individual orders in the Order Release Selection group box, the run control processes all demand lines that meet the selection criteria.

The pick release ID gives you the flexibility to exit and reenter the Order Release Request process page without reselecting orders. When you click the Select Orders button, the system retrieves any previously selected orders in addition to those matching the current search criteria. The system assigns any new orders to the same pick release ID that you assigned to the original selections. After you run this Order Release Request run control the system resets the pick release ID to 0. The system also resets the ID for any demand lines that you cancel before running the process.

Field or Control	Description
Select Orders	Click this button to search for orders that meet the selection criteria and place them in the Order Release Selection group box where you can select to release a subset.
Sel	Select the check box for each order that you want to release.
Order Group	This information appears if the installation includes PeopleSoft Order Management and the order source is OM.
Total Weight and Total Volume	These values appear (along with the number of pieces) if you selected the Show Total Pieces check box on the Setup Fulfillment-Order Release page and enter the weight and volume units of measure in the Setup Fulfillment page. If the options to show totals for weight, volume, and number of pieces are active for the business unit, the system adds these parameters for all selected orders and displays the grand totals at the bottom of the page.