Order Release Processing

In a WMS integration, running the Order Release process in PeopleSoft Inventory releases eligible orders to the WMS to be picked, packed, and shipped. For PeopleSoft Inventory business units under external warehouse control, the Order Release process using the Shipping Order Release output option, sends the order data to the WMS using the Shipping Order Release EIP.

The sort selections available from the Additional Options page of the Order Release process do not control the sequence of the orders in the Shipping Order Release service operation. The order data sent to the WMS is separated into logical orders based on breaks in the following sort sequence:

  1. Business unit.

  2. Demand source.

  3. Source business unit.

  4. Order number.

  5. Customer ID.

  6. Ship to ID.

  7. Address sequence code.

  8. Carrier ID.

  9. Ship via.

Note:

If the Ship Using TMS Reference ID check box is selected on the Inventory Definition page then the orders released to the WMS system will be set up and sorted using the TMS Reference ID and TMS Reference ID Line Number.

Note:

If the address information for an order is modified before order release, the address fields are added to the sort sequence.

For each logical order, there is a single order header that contains the address and shipping information for the order. The Order Release process assigns an external reference number to the order header. For each Order Release process run, the external reference numbers are assigned to order headers sequentially starting with 1. This number is also referenced on each demand line associated with the order header and can be viewed on the Stock Requests Inquiry page. The combination of the external reference number and the pick batch ID provides a unique key that the WMS uses to identify a specific order release transaction.

The data sent by the Shipping Order Release service operation contains detailed information for each line on the order, including details of quantities allocated to specific items and material storage locations. Lot detail for lot-allocated demand lines is always provided; however, quantity allocation for push picking plans is provided on an optional basis only.

The order release transaction in a WMS integration is the same for both pull and push picking plans. However, if you use a push picking plan (Create Allocations action on the Order Release process page), the quantities are allocated at the material storage location level. If PeopleSoft Inventory receives a transfer transaction for an allocated item from the WMS, the transaction is rejected because allocated material cannot be transferred. Push picking plans should not be used if the WMS implementation has procedures that require transferring material from a material storage location to a shipping area before sending the data using the Inventory Pick Confirm EIP or the Inventory Shipping EIP.

To delete an order line from a pick batch ID, you must manually delete the line in both PeopleSoft Inventory and the WMS. To delete the order line in PeopleSoft Inventory, use the Material Picking Feedback page. (This is the only circumstance in which the Material Picking Feedback page is used in a WMS integration.) If you do not also delete the order line in the WMS system and the line is returned to PeopleSoft Inventory on an Inventory Pick Confirm EIP or an Inventory Shipping EIP, the line is rejected because it is no longer associated with the order.

The Shipping Order Release EIP does not include substitute item detail as provided on picking plans in PeopleSoft Inventory. However, all other notes tied to a picking plan are included in this data. In addition, the Shipping Order Release EIP includes any notes associated with the bill of lading to support WMSs that print their own bills of lading.

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