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 replicate changes related to package part structure with supply code Internal Purchase
Direct, the respective internal customer order line is required to be in either Planned,
Released, Reserved or Picked status.
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.
- Changes related to the component structure of the package part line with supply code Internal
Purchase Direct i.e., update Qty/Assembly, add new component lines or cancel component
lines are replicated automatically to its pegged supply orders.
- Replication of Package Structure changes in the Internal Direct Delivery with package part
flow - The system validate if the internal customer order (ICO) line has been fully or partially
delivered when there are changes to the package structure in the external customer order line.
- When delivering the internal customer order line, there is a validation process to check for any pending
change requests related to package structure changes. This includes requests with states such as
'Cancelled', 'Stopped', or 'Pending approval'
- Approval of incoming change requests related to the changes in the package structure of external customer
order lines is not permitted when the connected internal customer order line is in any of the following statuses:
Partially Delivered, Delivered, or Invoiced/Closed.