Background: Sales Order Auto Processing
Use the Sales Order Auto Processing (OAP) program to obligate items ordered and create shipments, if you have not already done so. See Road Map for work flow.
This topic has these subtopics:
Obligation
You must obligate items in inventory for sales orders before you can ship them. See Overview: Obligation and Shipment Creation.
If you want Sales Order Auto Processing to handle obligation, you should set your Obligation method option in the Sales Order Maintenance (OE) program to N for none. You can set the option by clicking the Prog opts button on a sales order header. Alternatively, your system administrator can set the option for all users of the program, for all users at your branch, or for you with the User Options Maintenance (UOPT) program.
You may want to set the Obligation method option to M for manual, A for automatic, or L for local and then use Sales Order Auto Processing to obligate items that are not already obligated. Sales Order Auto Processing will also create shipments for all orders.
The Method for auto-obligation option the System Options Maintenance (XM) program (Inventory Control Options) determines the items the system obligates: lowest control number first, FIFO (oldest receipt first), or LIFO (newest receipt first).
You can use Sales Order Auto Processing to obligate the components of a configured product that you ship it as a kit (unassembled). If you build the configured product from selected components, you must use the Sales Order Maintenance (OE) program configure the components and create either a manufacturing requisition or manufacturing order.
Shipment Creation
After the program obligates items, Sales Order Auto Processing creates shipments for the items that are obligated. See Overview: Obligation and Shipment Creation.
If you did not select Reverse partials? and the customer accepts multiple shipments, the program creates a shipment now even though some items are not available. When the items become available, the program will create an additional shipment.
If you select Reverse partials? or the customer does not accept multiple shipments, the program will not create a shipment unless all items ordered are obligated. The program reverses obligation for any items it obligated; they remain committed, but not obligated.
Held Orders
Sales Order Auto Processing does not obligate orders that have been placed on credit hold by the Credit Maintenance (CCM) program or orders that the system placed on hold because they exceed the customer's credit and order limits. The program also does not obligate orders that you have place on hold for non-credit reason. However, the report does list these orders.
Blanket Orders
Sales Order Auto Processing creates shipments for blanket orders but only for lines with a Date wanted that is within the Select first expected ship date and Select last expected ship date Program option range.
Automatic Order Processing Report
The report includes this information:
Priority
Order type: S/O: Sales order
Order number
Shipment number if a shipment was created
Branch
Updated OK?
Y: Items obligated and a shipment created
N: Order already obligated, reversed incomplete obligation, on hold, or other exceptionComment / Action
A "successful" message or a description of the exception
Audit Trail
To activate an audit trail, select one of the files listed below in the Audit Trail Maintenance (XAT) program. The system records all transactions. You can then run the Audit Trails (ATR) program and select that file to print a report of these transactions.
O1: Sales Order Lines
O1A: Sales Order Header
O1S: Shipment Header
O1SB: Shipment Addresses
O1SL: Shipment Lines