Line & Fullfillment Set
Order Management supports Ship Sets, Arrival Sets, and Fulfillment Sets.
Ship Sets are a group of order lines that the user would like to ship together. Attributes that have to be identical across all lines in a ship set are shipping warehouse, schedule date, shipment priority, shipment method and ship-to location.
- Group order lines to ship together in ship sets. Ship sets can be assigned on an individual order line or group of lines on an order. Assign a single ship set to all the lines in an order to support customers that do not allow partial shipments. Or assign a ship set to only one line in an order with multiple quantities to ensure that the order line is not released until the full quantity is available.
- If a single order line is defined as a ship set, Order Management waits until the entire order quantity is available to ship before releasing that line for picking. If an order line is defined as a ship set for a configured product, the system waits until all items ordered in each configuration are available before releasing the line for picking.
Arrival Sets are a group of order lines that the user would like to arrive together. Attributes that have to be identical across all lines in a ship set are ship-to location and requested arrival date.
Fulfillment Sets are a group of lines that get fulfilled together. Items that are not shippable can be in fulfillment sets with shippable items, and then will not be fulfilled (and therefore invoiced) until the shippable items are fulfilled.
Order Management seeded workflows are designed so order lines are eligible to be Invoice Interfaced once they have completed the fulfillment workflow activity. The fulfillment concept, along with the use of fulfillment sets, enables you to group lines together for invoicing purposes. Typically, for shippable lines, shipping completes fulfillment. For non-shippable lines, booking completes fulfillment. If you want to hold up invoicing of a non-shippable line until an associated shippable line is shipped, put those lines together into a fulfillment set. None of the lines in the set progress past fulfillment to invoicing until all lines in the set are fulfilled.
A line can belong to either a ship set or an arrival set, but can belong to multiple fulfillment sets.
New/Add to exisiting SET
- Add to set
- Remove from set
- Move set
Automatic Sets
In the Customer Site, Order Management tab:
Set the Customer and Site attributes to automatically place order lines into ship sets or into arrival sets.
Lines In Ship Sets
Lines In Arrival Sets
Now on the Sales Order form, when you enter a new Order
the system will automatically place the ordered items in a Set and assign a numeric value to the Set.
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