Overview
Once a Sales Order has been saved and firmed, it can then be fulfilled. Fulfillment usually involves the physical Picking of Products, Packaging of those Products, Shipment of those Products, and subsequent Invoice Creation and Invoice Processing.
Key Setup Options for SO Fulfillment
System Defaults:
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Number of lines on fulfillment page: The maximum number of lines to show on the Sales Order Fulfillment and Sales Order Fulfillment Pre-Selection pages. The Maximum the UI supports is 150.
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Selective Issue by Location and Lot: When checked, this changes the Sales Order Fulfillment page to be more oriented for issuing Lot Items, particularly when a large number of Lots are involved.
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Auto Run Fulfillment Search: When checked, will automatically run a search for qualifying Sales Order Lines to fulfill based on pre-saved criteria on a user-per-user basis (managed by 'System Option by User' – SYREG object). Every time a user searches for qualifying Sales Order Lines to fulfill using the SO Fulfillment page, the pre-saved search criteria are updated. Search criteria options that are maintained and used to return values for the Search when the SO Fulfillment page is opened are:
Sales Order Control:
Consolidated Fulfillment Active: When checked (defaults to 'unchecked'), rather than a 3-step fulfillment process where separate 'Pick', 'Pack' and 'Ship' transaction steps can be performed in the Order Fulfillment process, these steps are consolidated into a single 'Ship' transaction.
Auto Issue Method: This setting determines the method for automatically selecting the ship-from location when doing a Sales Order fulfillment (issue/shipment).
Order Line Allocations Active: When checked (defaults to 'unchecked') and Consolidated Fulfillment is NOT active, the Allocation checkbox in the Order Fulfillment process will be displayed, and the allocation step will need to be performed before the 'Pick' function.
Suppress Serial Preselection in SO Fulfillment: When checked, the pre-selection of serial numbers to be picked (issue step) in Sales Order Fulfillment will not occur.
Suppress Default Qty. in SO Fulfillment: When checked, changes the behavior of Sales Order Fulfillment by NOT defaulting a quantity in the fulfillment process, overriding the standard behavior.
Required SF Case Number to Fulfill SO: When checked, a Case # must be associated with the Sales Order Line being fulfilled. A Case # can be entered on the Sales Order Line Additional button popup under the Reference tab, or all lines can be updated with a Case # using the SO Header 'Global Line Update' function.
Require All Dimensions to Fulfill Sales Order: When checked, all Dims on the Company record must be populated on the Sales Order Line being fulfilled, which should
be auto-set if data is set up properly. When a Line is un-firmed, Dimensions can be set or changed using the Sales Order Line Additional Button > Dimensions tab or 'Global Line Update' (on the Sales Order Header Special Tab).
Hide Combined Step in Fulfillment: When checked, combined fulfillment step details are not visible on the Sales Order Fulfillment UI.
Hide Invoice Batch Option in Fulfillment: When checked, the Invoice Batch option is not selectable or viewable from the Sales Order Fulfillment UI.
SO Control Invoice Processing Tab:
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Disallow Invoice Creation in Fulfillment: When checked, the option to create invoices from the Sales Order Workbench Fulfillment page is removed. In this case, creating the SO Invoice must be done separately, using the SO Invoice function under the ‘Sales Order Processes’ menu or externally.
Cost Accounting Control Record: Record that can define qualifying backdating scenarios for Sales Order issuing transactions.
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Allow Manual SO Date Overrides: When checked, gives the option to override the dates on the SO Fulfillment page through the button Transaction Date Override, which will appear on the left mid side of the SO Fulfillment page.
Cost Accounting User Control Record: When Sales Order Issue or Issue Reversal steps (SOISS and SOISSR Inventory Cost Transactions, respectively) are to be backdated for a specific user to a previous date, this record can be used in advance to define qualifying transactions to backdate, based on the day the transactions occur.
For more details on Backdating, see Backdating Transactions.
Navigation
In Classic: Rootstock Site Map > Sales Orders > SO Fulfillment (Visualforce page)
In Lightning: App Launcher > Sales Order Processes App > Sales Order Fulfillment Lightning tab
To access the ‘Sales Order Fulfillment’ UI, the user can either click ‘SO Fulfillment’ from the Site Map, under Sales Order Processes OR click ‘Order Fulfillment’ button on the ‘Sales Order Edit’ screen (once the Sales Order has been saved, after initial entry) OR go to the SO Fulfillment Pre-Selection screen (Sales Order Processes > SO Fulfillment Pre-Selection), search for the Sales Order, and then click the button next to the Sales Order.
All three above-described methods will take the user to the ‘Sales Order Fulfillment’ screen.
Processing
The user will first need to search for the Sales Order Line(s) they wish to process by inputting any combination of pertinent data into the fields on the top half of the UI (at least 1) and by clicking one of the ‘State of Order Lines’ buttons (upper right of UI). After inputting the data and selecting a Sales Order Lines State, clicking the ‘Refresh Order Line Display’ button will trigger the Sales Order Line search. Subsequently, those Sales Order Lines that met the search criteria will be displayed at the bottom of the UI.
Data can be input/selected in just one of the ‘Search Criteria’ fields or multiple. Only 1 ‘State of Order Lines’ selection can be indicated per search.
Sales Order Fulfillment UI – ‘Search Criteria’ Section
Order Number: In this field, the user can input a specific Sales Order Number to search by.
From and To Line Number: Subsets of the Line Numbers of a Sales Order can be indicated here.
Customer: A specific Customer can be indicated here.
Product: Enter a specific Product to search by.
Project: Search by a specific Project.
Inventory Division: Indicate the specific Division.
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 Sales Order 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 the 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 before the date.
Ship Date on or after: Here, the user can indicate a Ship Date as a search criterion. The search will return Sales Orders with the indicated Ship Date and Sales Orders with Ship Dates after the date.
Ship Date on or before: Here, the user can indicate a Ship Date as a search criterion. The search will return Sales Orders with the indicated Ship Date and Sales Orders with Ship Dates before the date.
Issue From Site: Here a specific Site can be defined as part of the search criteria.
‘State of Order Lines’ Selections:
NOTE Listed in order of fulfillment process flow
1) Ready for Allocation
2) Ready for De-Allocation
3) Ready for Picking
4) Ready Issue Reversal
5) Ready to be Packaged
6) Ready to be Un-Packaged
7) Ready to be Shipped
8) Ready for Shipment Reversal
9) Any
Transaction Date Override Button: This button displays the ‘Date Override’ pop-out window.
Pick Date: Here, the user can Override the Pick Date for Sales Order Fulfillment.
Ship Date: Here, the user can Override the Shipment date for Sale Order Fulfillment
Transaction Comments Button: This button displays the Transaction Comments pop-out. Here, the user can provide comments.
Sales Order Fulfillment - Process Buttons
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To Fulfill the Sales Order Line(s), click the checkbox next to the applicable fulfillment action in the middle of the screen, right below the Search Criteria.
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If the Sales Order Line is eligible for the selected fulfillment action, the checkbox next to the Sales Order Line will be automatically checked from the action taken in Step 1.
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Indicate the ‘Process Quantity’ on the Sales Order Line.
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Once the Sales Order Line checkbox is selected, click the ‘Process Selected Lines’ button.
NOTE When an item is Lot controlled, lots available for issue selection will only display when the Item by Lot Number "On Hold' indicator is not checked. For more details, see Expiration Behavior for Lot Controlled Items.
TIP Within the SO Control setup for the division (‘Order Processing’ tab), the Consolidated Fulfillment Active function can be turned on. Rather than having a fulfillment process with separate ‘Pick’, ‘Pack’, and ‘Ship’ transactions/steps for Order Fulfillment, when this function is turned on, these steps are consolidated into a single ‘Ship’ transaction/button.
IMPORTANT If the Product on the Sales Order Line has quantity in multiple Inventory Item by Locations, upon fulfillment, the system will display the Inventory Locations that are available for picking the quantity to process the fulfillment. These Inventory Item by Locations are filtered and displayed based on the below conditions:
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If the Sales Order Line has value only for 'Issue From Site' ('Issue From Loc ID' and 'Issue From Loc No' left blank), the Inventory Item by Location records will be filtered based on that 'Site'. OR
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If the Sales Order Line has values for 'Issue From Site' and 'Issue From Loc ID', the Inventory Item by Location records will be filtered based on that 'Site' and the 'Location ID'. OR
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If the Sales Order Line has values for 'Issue From Site', 'Issue From Loc ID', and 'Issue From Loc No', the Inventory Item by Location records will be filtered based on those 'Site', 'Location ID', and 'Location Number'.
Allocate Button: Click this button to allocate product inventory to selected Sales Order Line(s).
NOTE Allocating is not a required step. It is optional. The "Qty Allocated" counter will be increased from Allocate step. See Allocation Logic for details.
TIP To allocate inventory to Sales Order Lines where the Sales Order has a manual hold or credit hold, check the 'Auto-Allocate Held SO Lines' checkbox under the 'Credit, Charges & Commissions' tab on Sales Control Maintenance. If checked, it allows allocating the Sales Order Lines but still prevents picking of the lines.
Pick (Issue Material) Button: Click this button to Pick the inventory for the selected Sales Order Line(s), which have already been Allocated (if allocations are active). Processing Material Pick will generate a SOISS - Inventory Cost Transaction.
NOTE The "Qty Issued" counter will be increased from the Pick step.
TIP On the SO Control record (‘Order Processing’ tab) configurations, the ‘Auto Issue Method’ setting determines the method for automatically selecting the ship-from location when fulfilling a Sales Order.
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Only if one location exists
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Only from the location on the order line
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From first found lot/serial
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From first found including lot/serial
NOTE When the Sales Order issue is performed, the Cost of Goods Sold for the Configured Sales Order Lines (and Stock lines processed as Configured) will be derived from the Work Order if all the below conditions are satisfied:
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The 'Use Work Order for Configured Line COGS' on SO Control > Account Defaults Tab should be checked.
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The 'Product Type' on the Sales Order Line should be 'Configured' or 'Stock'. When 'Product Type' is 'Stock', the 'Configured This Time' should be checked.
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The Work Order associated with the Sales Order Line should have the 'Qty Accepted' greater than zero.
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The 'Cost Method' on the Sales Order Line Division should be 'Weighted Average Cost'.
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The On-Hand quantity should be available for the Sales Order Line Item after the Sales Order is issued.
Package Button: Click this button to package the inventory for the selected Sales Order Line(s).
NOTE The ‘Qty Packaged’ count will be increased, and a ‘SO Shipper’ record will be created from the Package step.
The Packing Slip can be generated by clicking on the 'Packing Slip' button on the newly created SO Shipper record that can be printed and/or emailed or by clicking the package icon 
located to the right of the Shipper hyperlink on the Shipper column.
Ship Button: Click this button to Ship items that have been Packaged. Processing Material Pick will generate an SO Shipment - Inventory Cost Transaction.
NOTE The ‘Qty Shipped’ count will be increased from the Ship step.
NOTE For a Sales Order created using Prepay-only Customers, a prepayment must exist with sufficient payment processed before shipping the items for the order.
Create Invoice Button: Click this button to Create SO Invoice(s) for the selected line(s).
NOTE An SO Invoice record will be created from the Create Invoice step and is clickable from the Sales Order Line. Clicking on the newly created Invoice record will take the user to the ‘Sales Order Invoice’ UI.
NOTE From the Sales Order Fulfillment page, the user is allowed to create Invoices for a maximum of 20 different shippers at a time.
Reverse Allocate Button: Clicking this button deallocates the inventory assigned to the selected Sales Order Lines.
Reverse Issue Button: Clicking here ‘unpicks’/’reverse issues’ inventory for the selected Sales Order Lines. Generates a SOISSR (reversal) Inventory Cost Transaction.
Reverse Package Button: Clicking here enables unpacking the reversing pack for the selected Sales Order Lines.
Reverse Ship Button: Clicking this button allows the user to Reverse Shipments that have not yet been Invoiced for the selected Sales Order Lines. Generates a SO Shipment reversal Inventory Cost Transaction.
Fulfillment Preprocessor available only in Lightning
This preprocessor helps the users to filter the Sales Order Lines having sufficient quantity available for allocation and/or issue based on the flags 'Exclude where no inventory is available' and 'Exclude where insufficient inventory is available'. When the preprocessor is run using the Qty Available Preprocessor button, it updates the 'Quantity Available to Allocate' and 'Quantity Available to Issue' fields on all the Sales Order Lines (that belong to the user's current Division), which are firmed and not yet fully allocated/issued.
Buttons
Qty Available Preprocessor: Click this button to run the preprocessor for updating the quantity available fields on the Sales Order Lines for this Division.
Fields
Qty Available Preprocessor Last Run: This displays the date & time when the quantity available fields are updated on the Sales Order Lines for this Division.
Exclude where no inventory is available: When checked, the Sales Order Lines where the quantity available to allocate and/or issue is zero will not be displayed.
Exclude where insufficient inventory is available: When checked, the Sales Order Lines where the quantity available allocate and/or issue is less than the open quantity on the SO Line will not be displayed.
NOTE If the user logs in to the page for the first time, the flags 'Exclude where no inventory is available' and 'Exclude where insufficient inventory is available' are not checked by default. Otherwise, they are defaulted from the value that was saved previously when the user logged in to this page.
SEE ALSO
Sales Order Edit Page
Sales Order Line Creation and Management
SO Picklist Header
Packing Slip
Sales Order Shipper
Shipping Container
Bill of Lading
Sales Order Fulfillment Pre-Selection
Expiration Behavior for Lot Controlled Items
