Don't Use Order Promising to Schedule Fulfillment

Your implementation might not need to use Order Promising to schedule fulfillment. You can set up Order Management so it doesn't.

Here are some examples.

• You import source orders that already have values for attributes that involve scheduling, such as ScheduleShipDate or Warehouse, or you have an order management extension that sets them, so you don't need Order Promising to calculate these attributes.

• You manually set the Warehouse attribute each time you create a sales order.

• You have a drop shipment where your supplier schedules fulfillment, or where you manually set the Supplier attribute and Supplier Site attribute for each sales order, so you don't need Order Promising to set them.

• You have your own downstream system that schedules, reserves, ships, and invoices your sales order.

Summary of the Setup

1. Verify the setup for the item.

2. Modify the orchestration process.

3. Set the default value for the scheduled ship date.

4. Test your set up.

Verify the Setup for the Item

1. Go to the Product Information Management work area.

2. On the Product Information Management page, search for your item, then open it for editing.

3. On the Edit Item page, click Specifications.

4. Click Sales and Order Management, then set the attribute.

   Attribute	Value
   Back-to-Back Enabled	Yes

Modify the Orchestration Process

1. Go to the Setup and Maintenance work area, then go to the task:

   • Offering: Order Management

   • Functional area: Orders

   • Task: Manage Orchestration Process Definitions

2. On the Manage Orchestration Process Definitions page, search for the value.

   Attribute	Value
   Name	OrderFulfillmentGenericProcess

3. In the search results, click Actions > Duplicate.

4. On the Orchestration Process page, set the values, then click Save.

   Attribute	Value
   Process Name	CustomDOO_OrderFulfillmentGenericProcess
   Process Display Name	CustomDOO_OrderFulfillmentGenericProcess

5. Leave the other values in the header area at their current values.

6. In the Process Details area, click Status Conditions.

7. In the Edit Status Rule Set column, click the Edit Status Rule Set button.

8. You must rename the status rule set. For details, see Guidelines for Setting Up Orchestration Process Steps.

9. On the Edit Status Rule Set page, delete the rows, then click Save and Close.

   Sequence	Status Value
   100	Scheduled
   2000	Manual Scheduling Required
   2020	Unscheduled

10. On the Edit Orchestration Process Definition page, click Orchestration Process Status Values, then delete the rows.

    Sequence	Status Value
    100	Scheduled
    1400	Manual Scheduling Required

11. Click Step Definition, delete the row, then click Save.

    Step	Step Name
    100	Schedule

12. At the top of the page, click Actions > Validate.

13. Click Actions > Release.

14. Click Actions > Deploy.

    For details, see Deploy Orchestration Processes.

Set the Default Value for the Scheduled Ship Date

You don't want Order Promising to set the Scheduled Ship Date, but you still need to set Scheduled Ship Date to a value.

Create an order management extension that implements this logic:

if RequestShipDate contains a value, vverride the schedule that Global Order Promising calculates and set the ScheduleShipDate to the RequestShipDate

Test Your Set Up

1. Go to the Order Management work area and create a sales order.

   Make sure you set these attributes on the order line.

   • Warehouse

   • Shipping Method

   If you're importing, make sure these attributes contain a value in your import payload.

2. Click Submit.

Drop Ship

If you want to skip Global Order Promising in a drop shipment, then set the value of the ship date or arrival date, depending on the value of the Buyer Managed Transportation option on the purchase order.

Buyer Managed Transportation	Date You Must Set
Enabled on the purchase order	Requested Ship Date on the order line
Not enabled on the purchase order	Requested Arrival Date on the order line

Determine whether Buyer Managed Transportation is enabled:

1. Make sure you have the privileges that you need to manage purchase orders.

2. Go to the Purchase Orders work area.

3. Search for your purchase order, then open it.

4. On the Terms tab, examine the Buyer Managed Transportation attribute.