Shipping Information Fields

Shipping information fields control when an order is shipped, where it is shipped, and how it is transported. These fields also control shipping documentation printing and freight calculation.

Ship Via, Carrier ID, and Load ID

You can change the Ship Via, Carrier ID, and Load ID fields on a material stock request until the order is shipped. For material stock requests associated with a pick batch ID, use the Maintain Stock Request component.

If you change any of these fields for unpicked material stock requests assigned to a route in PeopleSoft Inventory, a message indicates that the order may be automatically reassigned to a new route when the change is saved, depending on the definition of the existing route. If you change the ship via for an interunit transfer, the transfer yield and the interunit arrival date are also recalculated when you save the change.

When you change any of these fields on material stock requests that have been released for picking, a message warns that the route may be unassigned. However, a new route is not automatically reassigned; instead, you must manually reassign a route.

Note:

If you change the load ID, you cannot modify the ship via or carrier ID, regardless of order source or fulfillment status.

Route Codes and Stops

If the Inventory business unit uses routes, you can change route and stop data for material stock requests. For material stock requests that have not been associated with a pick batch ID:

  • PeopleSoft Inventory validates the route and returns the ship via, carrier, and the scheduled shipment date for the new route.

    If the scheduled ship date for the returned route differs from the original scheduled date, a warning appears and you can accept or decline the new route assignment.

    Note:

    If you change the route for an order that has been assigned to a load, and the existing ship via and carrier for this load differ from that of the new route, the load is not unassigned. There is no cross-validation between loads or routes.

  • You can modify the stop numbers for order lines assigned to a route.

  • You can unassign (or clear) route codes; however, the route-related fields such as Ship Via and Scheduled Shipment Date remain unchanged.

For material stock requests that have been associated with a pick batch ID, the route can be overridden, but route-related information (such as schedule shipment date and time, ship via, carrier, load ID, and so forth) is not changed.

Note:

If you override the location, ship to, address sequence number, carrier, ship via, or scheduled ship date for a demand line that already has a route assignment, the original assignment is canceled.

Schedule Shipment Date and Time

You can modify the schedule shipment date and time for material stock requests until the order is shipped. If the business unit requires closure-calendar validation for shipping activities, the new scheduled shipment date and time are validated against the calendar. If the scheduled shipment date and time are not valid for shipping activities at the business unit, a warning message appears when you save the change. You can ignore the warning or reschedule the shipment date. If you reschedule, the system calculates and returns the next valid date for shipping operations at the source business unit.

If you change schedule shipment date and time for unpicked material stock requests assigned to a route in PeopleSoft Inventory, a message indicates that the order may be automatically reassigned to a new route when the change is saved, depending on the definition of the existing route. When you change the schedule shipment date and time on material stock request lines that have been released for picking, a message warns that the route may be unassigned. However, a new route is not automatically reassigned; you must do this manually.

You can also modify the shipment date for promised order lines (those that have been ATP-reserved). If you select an earlier shipment date, the system warns you that the date change may drive the ATP quantity balance negative. If you receive a warning that an order change may have driven the ATP balance negative, confirm the ATP balance on the Item/Product Availability page. If the change has driven the ATP balance negative, you will not have enough quantity to fulfill the promised order line. You can unpromise the order or decrease the pick quantity on other order lines using the Picking Adjustments page.

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