Replicate Changes to Pegged Orders
Explanation
This activity is used to replicate changes on a customer order or on a customer
order line to its pegged supply orders. The following changes are replicated
to the pegged supply orders:
- Date changes
- Quantity changes
- Cancellation
- Delivery address, when the pegged supply order is a direct delivered
purchase order
- Delivery information, e.g., ship -via, forwarder, route, when the pegged
supply order is a direct delivered purchase order
- Customer order header, some header attributes e.g., Customer's PO No,
External Label Note, when the pegged supply order is a purchase order
If the pegged supply order is a purchase order, you can indicate whether
you want to send a change request to the supplier. The general concept is that
any change should be replicated and sent to the supplier with the same logic
as when initially sent to the supplier.
When an action applies to multiple customer order lines, you can indicate
whether to replicate the cancellation to all or only some of the supply orders.
Note: When the delivery address is changed on the customer order
header, a question message will be displayed. Existing order lines with a matching
delivery address will be updated with the delivery address of the header, if
the user selects Yes, regardless of the setting on Default Info.
If the user selects No, only lines with the Default Info option
enabled, will be updated with the delivery address of the header. In the case
where the order line has the supply code Internal Purchase Direct or Purchase
Direct and a pegged purchase order is created, and the line's Default
Info is enabled, the Replication dialog
is displayed with options for replicating the changes to the pegged purchase
order and sending a change request. If the line's Default Info is
disabled, changes will be replicated to the pegged purchase order and a change
request will be sent, without displaying the Replication
dialog.
Prerequisites
To replicate a date or quantity change or a cancellation to a supply order:
- A pegged purchase requisition can have any status. If the purchase requisition
is closed, the changes are replicated to the purchase order connected to
the purchase requisition.
- A pegged purchase order cannot be received. For quantity or date changes,
the purchase order can be partially received.
- A pegged shop order must be in Planned, Released, or Reserved status.
- A pegged DOP header cannot have any pegged orders with any actions started
on them (i.e., a pegged shop order may have a status of either Planned,
Released, or Reserved. Pegged purchase requisitions may have
any status but no purchase orders can exist).
To replicate delivery address, delivery information or customer order header:
- The pegged supply order must be a purchase order. The replication is
not done to a purchase requisition since these attributes do not exist there.
- The changed attribute must be included in the initial replication and
sending of the purchase order. A detailed list description field by field
of this can be seen in the the About EDI/MHS Message document.
If the customer order has configured parts, and the pegged supply order is
a purchase requisition, it should not have been converted to create a purchase
order.
To send a change request to a supplier:
- The message class ORDCHG must have been set up for the customer and
supplier.
- Sending of automatic change requests must have been enabled for the
supplier (The Send Automatic Change Request setting on the
Supplier/Purchase/Message Defaults
tab).
- The purchase order must have been released, but not fully received.
System Effects
- Depending on whether Yes To All was specified, the changes are replicated
to one or more of the pegged orders. For a date, quantity, delivery address,
delivery information or customer order header change, the pegged supply
orders are updated with new values when replicated. For a cancel action,
the pegged supply orders will also be cancelled.
- If the Send Change Request option is enabled, a purchase order
change request is sent to the supplier.
- When the pegged supply order is a purchase order, a new revision is
created for the fields that exist in the purchase order e.g., quantity,
date, forwarder, ship-via. At direct deliveries some fields are added from
the pegged customer order when sending the purchase order and change e.g.,
route, delivery lead time. When these fields are changed in the customer
order no new purchase order revision is created, only a new change request
is sent.
- When the pegged supply order is a purchase order against a supply site
and this supply site has the Execute Order Change Online option enabled,
the replication and triggering of change request, are processed online on
the supply site. If automatic approval of change request is enabled you
will get an instant validation and update on the supply site. This continues
as far as possible in multiple tiers of internal orders, if you have automatic
replication on the supply site. Without online processing all this happens
in background jobs.
- If a customer order line is supplied by a DOP header, a cancel action
which is replicated will cancel the DOP header, its DOP orders, any supply
shop orders, and purchase requisitions. Any inventory reserved to a DOP
order or a supply shop order will be removed, making the inventory available.