Obligate Sales Orders Automatically

Use the Sales Order Auto Processing (OAP) program to obligate items ordered and create shipments, if you have not already done so. See Background and Road Map for more information.

  1. Set your options:

    1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.

    2. Click the Selection tab to select specific records.

      Note
      Be sure to select by Order number or Cust no if you have sales orders that should not be processed automatically.

      Use the Source type Selection option to process specific types of orders:

Select

For

S/O

Sales orders

EDI

Orders you imported and transferred to sales orders with the Quote-to-Order Transfer (EPIB) program

QUO

Quotations entered in the EDI/Sales Quote Maintenance (QOE) program and transferred to sales orders with the Quote-to-Order Transfer (EPIB) program

RBS

Repetitive billing orders

    1. Click the Program tab to set these program specific options:

Field Name

Type / Max Length

Action / Description

Sort by priority?

Optional

Select if you want to sort orders based on the order's Priority or leave blank if you do not.

Reverse partials?

Conditional/Optional

If you selected N for the Manage negative inventory option in the System Options Maintenance (XM) program (Inventory Control Options), select if want to ship only complete orders or leave blank to ship based on whether the customer accepts multiple shipments.

If you select and an order cannot be completely obligated, the program releases any items it obligated to free up inventory for other orders.

If you leave blank and an order cannot be completely obligated, the program creates a shipment if the Multi shipments? field is selected in the customer's record in the Customer Maintenance (CM) program.

If the Multi shipments? field is not selected, the program does not create a shipment and the Automatic Order Processing Report contains the comment Insufficient stock at this location. Items that could be obligated remain obligated for customers that do not accept multiple shipments.

Select first expected ship date

Required
10 date

Select the first expected ship date (in a range) for which you want to obligate and create shipments, enter a date shortcut, or leave blank to use 01/01/1900.

Select last expected ship date

Required
10 date

Select the last expected ship date for which you want to obligate and create shipments, enter a date shortcut, or leave blank to use 12/31/9999.

Exclude lines with no available stock?

Optional

Select to omit items with an Avl to pick quantity of zero or leave blank to list them.

Note
This option does not use the System Options Maintenance (XM) (Inventory Control Options) Manage negative inventory flag, but determines which order lines have sufficient stock to allow it to be obligated without driving inventory negative.

Exclude orders or lines not approved?

Optional

Select to omit unapproved items or leave blank to list them.

  1. Choose the appropriate options:

To

Do This

Automatically obligate items and print a report

Click Process. See Background for a list of what prints.

Note
The report prints immediately if the option Allow device override? in the Date-Output Device Maintenance (ZE) program is not selected.

If this option is selected, the program prompts Output device. Accept the default device that displays, which is specified in the Date-Output Device Maintenance program, or enter the name of a different device.

Save these options for future use

Click Save.

Exit the program

Click Exit.