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ManualDoc:T187

Lines tab lists each product ordered and its characteristics.

WS187.png

Fields to note:

Explode button is shown when selecting a line with a non-stockable BOM product and the product has not already been exploded. When exploding a product, the bill of materials components the selected product consist of are shown in the order. Once you have explode it, you cannot comprime it. You should delete all the lines (first bill of materials components and then the BOM product), and insert again the non-stockable BOM product.

Book button completes the sales order when all the products are entered. If there are non-stocable BOM products and they have not been exploded, the Book process will explode them.

Close button actions closes an order, which implies that :

Warehouse Rule implementation examples

Example 1 You have defined two on hand warehouses for an organization. Warehouse North (priority 10): Unique Attribute warehouse rule

Warehouse South (priority 20)

Create a sales order with quantity 60 and warehouse rule Unique Storage Bin. Book the sales order. Go to create shipments from order and select the newly created sales order. Process it and you will have a good shipment with 60uds taken from Warehouse South-Storage bin S1.


Example 2 You have defined two on hand warehouses for an organization. Warehouse North (priority 10): Unique Attribute warehouse rule

Warehouse South (priority 20)

Note:lotA and lotB are instance attributes for the same product. Create a sales order with quantity 22. Complete the sales order. Go to "create shipments from order" and select the newly created sales order. Process it and you will have a good shipment with 2 lines:

Stock reservations

Sales Order lines can be reserved when the sales order is booked and is pending to deliver.

Fields to be noted:

Manage Reservation pick and execute

Using the Manage Reservation button is possible to open a Pick and Execute window to create and modify reservation for the Sales Order Line. The grid shows all the available stock that can be delivered and the pending to receive purchase orders.

ManageReservationPickExec.png

In the grid it is possible to select and set the desired quantity on any available stock. There are validations to avoid setting quantities higher than the available for the specific stock or than the ordered quantity. The Done button will create and process a reservation if none exists with the selected options, note that if the reservation does not exists and the Done button is pressed without selecting any stock or selecting a quantity below the ordered quantity, when the reservation is processed the system will reserve the remaining quantity with the available stock. If a reservation already exists the reserved stock will appear automatically selected and the Done button will update the reservation with the changes done. It is also possible to flag a stock as allocated.

Bulbgraph.png   Note: When the selected Product has the flag Variable Quantity set as true, it is possible to Reserve more Quantity than the Quantity ordered. But be careful, when a Shipment is generated against this Order Line and it is Completed (with the same Quantity or more than in the Order Line), the Reservation will be closed and the Reserved Quantity will be set as the same amount as the Order Quantity to prevent further inconsistency problems. So, it is possible to Reserve more Quantity than Ordered when a Product is set as Variable Quantity, but the Reservation will be set as the original Ordered Quantity when a Shipment is made.

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