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 the Default Info check box. If the user selects No, only lines with the Default Info check box selected, 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 selected, the Replication dialog box 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 not selected, changes will be replicated to the pegged purchase order and a change request will be sent, without displaying the Replication dialog box.

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 check box 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 check box is selected, 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 check box selected, 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.

Window

Customer Order

Related Window Descriptions

Customer Order
Replicate Changes
Customer Order/Delivery Information

Procedure

1. Open the Customer Order window, and query for the relevant customer order. Initiate the change to be replicated:

• Update the delivery date or sales quantity on a customer order line. Save the record.
• Update the delivery address or delivery information when supply order is a direct delivered purchase order. This can be done on line level or on header for all lines with the Default Info check box selected.
• Update customer order header e.g., Customer's PO No, Reference, External Label Note fields when supply order is a purchase order.
• Right-click and then click Cancel Order on the customer order header. In the Cancel Customer Order dialog box, specify a reason for the cancel if required.
• Right-click and then click Cancel Order Line on a customer order line. In the Cancel Customer Order dialog box, specify a reason for the cancel, if required. 

Note: To initiate the change to be replicated, the customer order must be in a status that allows change. To cancel, the customer order line should not have been reserved (refer to the activity Cancel Customer Order).

2. The Replicate Changes dialog box opens. If the pegged order is a purchase order and you have set up the required basic data, the Order Change Management area will be enabled. To send a change request to the supplier, select the Send Change Request check box.
3. Click Yes to replicate the changes to the pegged orders.
   Note: If an action applies to more than one customer order line, the Yes To All button will be enabled. You can replicate changes from selected customer order lines by clicking Yes, or replicate the changes from all the customer order lines by clicking Yes To All.