Using the Fulfillment Workbench

The Fulfillment Workbench is an online component that enables you to enter requests to move material stock orders and sales orders from one fulfillment state to another. Requests are placed in staging tables and then processed by the fulfillment engine using the Fulfillment Request process. Using the Fulfillment Workbench, you can skip the intermediate fulfillment steps and place an order directly in the state that you need. You can move orders from an:

  • Unfulfilled state to releasable state.

  • Unfulfilled state to shipped state.

  • Releasable state to shipped state.

  • Released state to shipped state.

  • Picked confirmed state to shipped state.

The Fulfillment Workbench also provides many other options, including the ability to:

  • Override picking material storage locations and shipping information.

  • Use template security to tailor what options and fields are available or not available for particular users or in particular environments.

  • Override processing defaults.

  • Search and process a group (group processing feature) while including or excluding certain orders or demand lines.

  • Submit a request with or without viewing the orders included for processing.

    When viewing the orders in the processing queue, you can add or delete individual lines and even delete the queue and start over.

  • View orders packed in containers separately from unpacked orders.

  • Override the reserve or ship quantity at the demand line level.

  • Identify lot, serial, ship serial, and staged date information to be included or excluded in a shipment.

Understanding the Fulfillment Workbench

Users enter a request to alter the demand lines located in the PeopleSoft Inventory demand tables. The Fulfillment Workbench selects materials stock orders and sales orders to place on the request using the group processing feature. When the user clicks the Process button on the Fulfillment Workbench, one request is written to the staging tables. This request is picked up by the Fulfillment Request process and run against the PeopleSoft Inventory demand tables to process the demand lines specified by the request. One request can specify only one action and one business unit. The Fulfillment Workbench cannot be used to change data on an order or demand line; it leaves the data in its current fulfillment state.

When creating fulfillment transaction requests using the Fulfillment Workbench, the user has a choice of sending the transaction request to the staging tables directly from the group or detail selection pages or of building the transaction request in the fulfillment queue so that it can be checked and reviewed prior to sending it to the staging tables. The Process button is used from the group or detail selection pages to immediately send the fulfillment transaction request to the staging tables. The Add to Queue button is used to build the transaction request prior to releasing it to the staging tables.

The group and detail selection pages are used to quickly enter group level or detail information to a fulfillment transaction request when this information is already known. If a search is required to find this information or if exceptions must be entered, then the orders, demand lines, or location/lot/serial links can be used to assist in building the transaction request.