Order Management - How to Enter a New Order

Order Management - How to Re-ship Orders
Document Number: 17253

If you need to reship an order for any reason, you must first complete a Material Stock Request (MSR).

Log in to Planet PeopleSoft. For more information, see Eureka! Document 15270 — How to log onto Planet PeopleSoft.
Locate the Planet Navigator section on the left hand side and click the Applications link.
Click on the Financials (Psynergy/FSCM).
Click the PeopleSoft Financials and Supply Chain Applications (Psynergy/FSCM) link.
Click on the Control Inventory link.
Click on the Fulfill Stock Orders link.
Click on the Use2 link.
Click on the Material Stock Request.
On the Add a New Value page, verify the Inventory Business Unit ID. This should be set to the location where the product will be shipped from.
Leave the Order No field set to NEXT so that the auto-numbering function can assign the next available number.
In the Request Type field, use the drop down box to select External Order.
Click the yellow Add button.
On the Stock Request Summary Tab, enter the Customer ID number. You can type the ID number into the field or click on the lookup icon ( ) to search for the number. Once you are in the search function you will be able to search by customer name, location or telephone number. When you have located the correct customer, click on the link to complete the Customer ID field. The Ship To and Location fields will default based on the Customer ID selection.
In the Demand Lines section, enter the Item ID.
Enter the quantity to be shipped in the QTY Requested field. UOM, Sched Date and Sched Time will default to toady's date once the Item ID is entered.
If shipping more than one item, click the yellow add icon ( ) to add additional lines and follow steps 14 an 15. Continue until all items are entered. If you need to remove a line item, click the yellow delete icon ( ) to remove the line.
On the Order Address page, the Customer Address will be grayed out. Click the ungray icon ( ) to make these fields available to edit.
Enter the Contact Information on the Address 1 line.
Enter the Contact's phone number on the Address 2 line. This information will be printed on the Packing Slip and is required for Product Delivery.
Once all the address information has been entered, click the OK button. This will return you to the Material Stock Request page.
Click the Save icon ( ) to complete this reship transaction. After this transaction has been saved, a blue Saved message will be displayed briefly in the upper right hand section of the page.