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Quantum VS Help: Sales Desk |
The following examples show what happens in different circumstances regarding how stock is allocated to a Forward Order line and when a Picking Note is generated. In these examples we will assume:
The User has the following User Permissions set up: 'Add Forward Order Line' enabled (so the User may add Forward Order lines) and 'Default Line To Normal Order' off (so that Product lines added to the Sales Order default to being Forward Order lines).
Stock of the ordered product is available.
Note that:
The value in the Allocate Prior To Required Days field (Price Book General: Selling tab) may be used to specify a default Allocation Date which is a certain number of days ahead of the Required Date. The Forward Order Stock Allocation process is used to allocate (i.e. release) stock - if available - to 'Forward' Sales Order lines based on their Allocation Date.
The value in the Process Days Prior To Required Date field (Price Book General: Selling tab) may be used to suppress a Sales Order line from Picking/Despatch for a certain number of days ahead of its Required Date. If so, the Forward Order Document Release process is used to release these lines to Picking/Despatch, enabling them to proceed through the Sales Order Processing cycle.
Note: For further details see Sales Orders: Adding Forward Order Lines and Forward Order Lines: Allocating Stock And Releasing Lines For Picking/Despatch.
This example shows what happens on Sales Order Completion when a Forward Order line has an Allocation Date and Required Date of 'today' and printing of Picking (or Despatch) Notes is not suppressed, as might happen in a 'retail' environment.
On January 10 the User creates a Sales Order, enters a Forward Order line with the Customer's Required Date of 10/1/20XX and Allocation Date also of 10/1/20XX, then Completes the Sales Order. The Process Days Prior To Required value on the system is 0. Therefore, on Sales Order Completion:
Stock is allocated (force released) to the line, as the Allocation Date is 'today' (Jan 10 in this example).
A Picking Note is created automatically, as the 'current date' (Jan 10) is within the Process Days Prior To Required Date parameter (0 days) of the Required Date (January 10).
Therefore there is no need to run the Forward Order Stock Allocation or Forward Order Document Release Process. The order will now progress through the Picking/Despatch cycle as per the User's settings in their User record.
This example is the same as above, except this time the Required Date is in the future and the printing of Picking (or Despatch) Notes is being suppressed to allow for the goods to be picked in the warehouse before they are required.
On January 10 the User creates a Sales Order, enters a Forward Order line with the Customer's Required Date of 13/1/20XX and Allocation Date of 10/1/20XX, then Completes the Sales Order. The Process Days Prior To Required Date value on the system is 2. Therefore, on Sales Order Completion:
Stock is allocated (force released) to the line, as the Allocation Date is 'today' (January 10 in this example).
A Picking Note is not created automatically, as the 'current date' (Jan 10) is not within the Process Days Prior To Required Date parameter (2 days) of the Required Date (Jan 13).
The Forward Order Document Release Process must therefore be run. Assuming stock has been allocated to the line as described above, running the Forward Order Document Release Process on the earliest possible date - Jan 11; i.e. within the Process Days Prior To Required Date parameter (2 days) of the Required Date (Jan 13) - will generate a Picking Note for the line, meaning the order will progress through the Picking/Despatch cycle as per the User's settings in their User record.
Examples 3 and 4 show situations where a Forward Order line's Required and Allocation dates are in the future and where the printing of Picking (or Despatch) Notes is being suppressed to allow for the goods to be picked in the warehouse before they are required.
On January 10, a Sales Order is created featuring a Forward Order line with the Required Date 15/1/20XX and Allocation Date 13/1/20XX, then Completed. The Process Days Prior To Required value on the system is 2. Therefore:
Stock is not allocated to the line on Sales Order Completion, as the 'current date' (Jan 10) is 3 days before the Allocation Date.
The Forward Order Stock Allocation Process must therefore be run in order to allocate stock to the line. Assuming this happens on the earliest possible date - January 13 - a Picking Note will be automatically generated by running this process, as the 'current date (Jan 13) is now within the Process Days Prior To Required Date parameter (2 days) of the Required Date (Jan 15).
If the Forward Order Stock Allocation Process is run as described above there is no need to run the Forward Order Document Release Process. The order will progress through the Picking/Despatch cycle as per the User's settings in their User record.
Here, everything is the same as in the previous example except the line's Required Date is two days later.
On January 10, a Sales Order is created featuring a Forward Order line with the Required Date 17/1/20XX and Allocation Date 13/1/20XX, then Completed. The Process Days Prior To Required value on the system is 2. Therefore:
Stock is not allocated to the line on Sales Order Completion, as 'today' (January 10 in this example) is 3 days before the Allocation Date.
The Forward Order Stock Allocation Process must therefore be run in order to allocate stock to the line. If this happens on the earliest possible date - January 13 - stock will be allocated but a Picking Note will not be generated, as the 'current date' (Jan 13) is not yet within the Process Days Prior To Required Date parameter (2 days) of the Required Date (January 17).
The Forward Order Document Release Process must therefore be run to release the line for Picking/Despatch. Assuming stock has been allocated to the line as described above, running the Forward Order Document Release Process on the earliest possible date - January 15; i.e. within the Process Days Prior To Required Date parameter (2 days) of the Required Date (Jan 17) - will generate a Picking Note for the line, meaning the order will progress through the Picking/Despatch cycle as per the User's settings in their User record.
This example shows a Sales Order with two Forward Order lines.
On January 10 the User creates a Sales Order and enters two Forward Order lines with Required/Allocation dates as follows:
Required Date 15/1/20XX and Allocation Date 13/1/20XX
Required Date 22/1/20XX and Allocation Date 13/1/20XX
The Sales Order is then Completed. The Process Days Prior To Required Date value on the system is 2. Therefore:
Stock is not allocated to either line on Sales Order Completion, as 'today' (January 10 in this example) is 3 days before the Allocation Date.
The Forward Order Stock Allocation Process must therefore be run in order to allocate stock to the lines. If this happens on the earliest possible date - January 13 - stock will be allocated to both lines. This will generate a Picking Note for the first line, as the 'current date' (Jan 13) is within the Process Days Prior To Required Date parameter (2 days) of the Required Date (January 15). This will not generate a Picking Note for the second line, however, as the 'current date' (Jan 13) is not within the Process Days Prior To Required Date parameter (2 days) of the Required Date (January 22). At this point (i.e. on Jan 13) the Sales Order's Tracking tab will show one Picking Note (see note below).
The Forward Order Document Release Process must therefore be run to release the second line for Picking/Despatch. Running the Forward Order Document Release Process on the earliest possible date - January 20; i.e. within the Process Days Prior To Required Date parameter (2 days) of the Required Date (Jan 22) - will generate a Picking Note for the line (the second Picking Note for this Sales Order), meaning that line can now progress through the Picking/Despatch cycle. At this point (i.e. on Jan 20) the Sales Order's Tracking tab will show two Picking Notes (see note below).
Note: How far each line progresses through the Picking/Despatch cycle once the Picking Note has been generated - i.e. whether the Picking Note is Printed and/or Confirmed and whether a Printed/Confirmed Despatch Note is generated - depends on the User's 'Order Flags' settings in their User record.
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