Overview
The Sales Order Fulfillment Pre-Selection screen is used to search for Sales Orders based on a number of different criteria. Once a Sales Order search has been performed, Sales Order Lines which match the Search Criteria are displayed, with Line Status and date details. From there, the user can select certain Sales Orders and elect to process them through the Sales Order Fulfillment screen.
NOTE If more than 200 Sales Order Lines are found in as a result of the search, only first 200 will be shown with a warning message saying 'Too many results returned for the search criteria. Only showing the first 200 orders'. The user needs to put in more search parameters to narrow down the result list.
Navigation
Sales Order Processes > SO Fulfillment Pre-Selection
SO Fulfillment Pre-Selection Screen
Fields
Division: The Division indicated in the Header is the Sales Division applicable to this Sales Order and the division which the User is currently logged into.
Search Criteria Fields
Order Number: This is the unique Identifier for the Sales Order. This typeahead fields helps to filter Sales orders as user inputs a value.
Customer: A specific Customer can be indicated here. This is a typeahead field to narrow down the search.
Product: Enter a specific Product to search by. This is a typeahead field to narrow down the search.
Project: Search by a specific Project. This is a typeahead field to narrow down the search.
Back Orders Only: Only return Back Orders in the search.
Inventory Division: Indicate a specific Inventory Division to search by.
Order Type: Here the user can indicate a specific Order Type to search by.
Order User Status: Define a User Status for the Sales Order search.
Order Line User Status: Define a SO Line User Status for the search.
Due Date on or after: Here, the user can indicate a Due Date as a search criterion. The search will return Sales Orders with the indicated Due Date and Sales Orders with Due Dates after that date.
Due Date on or before: Here, the user can indicate a Due Date as a search criterion. The search will return Sales Orders with the indicated Due Date and Sales Orders with Due Dates prior to that date.
Issue From Site: Here a specific Site can be defined as part of the search criteria.
Carrier: Input a specific Carrier to search for Sales Orders by.
Default Ship Method: Indicate a specific Default Ship Method to search by.
Refresh Order Display Button: Once Search Criterion have been decided upon and indicated, clicking the ‘Refresh Order Display’ button will trigger the search and subsequently display the Sales Orders which match the criteria.
Fields / Columns Returned by Search
Select: This is a checkbox column where a user can select one or multiple Sales Orders to be processed.
Order Number: The Sales Order is of course returned by the search and is clickable, directing the user to the Sale Order.
Customer: The Sales Order Customer name is returned by the search. If clicked the user is taken to the Customer Master record. If the user hovers over the Customer hyperlink, Customer details are displayed.
Order Date: The Order Date for the Sales Order Line is shown in this column.
Earliest Due Date: The Earliest Due Date for the Sales Order Line is shown in this column.
Earliest Ship Date: The Earliest Ship Date for the Sales Order Line is shown in this column.
Header Internal Comments: If there is a Header Internal Comment on the Sales Order, a note icon will display in this column. If the note icon is clicked on, the Header comment will display in a pop-out window.
Line Status: Below are different line statuses that are displayed.
Inventory needed to fulfill the Sales Order Header is available for processing.
There is not sufficient inventory to fully fulfill one or more Sales Order Lines in the Sales Order Header.
There is not sufficient inventory to fully fulfill any of the Sales Order Line for the Sales Order Header.
There is a Credit Hold associated with the Sales Order Header. Selecting a Sales Order to Process
By selecting the checkbox in the ‘Select’ column and clicking the ‘Process Selected’ button, the user is redirected to the ‘Sales Order Fulfillment’ UI and can process the Sales order from there.
NOTE The warning message 'The Sales orders displayed are restricted to a list selected in the pre-selection page. all searched will be made within this subset.' displayed on the ‘Sales Order Fulfillment’ UI means that subsequent searches performed on the ‘Sales Order Fulfillment’ UI will only be performed within the bounds of the search criteria that were indicated on the ‘SO Fulfillment Pre-Selection’.
SEE ALSO
