Background: Order Shipment Selection
Use the Order Shipment Selection (OSS) program to obligate and create shipments for selected sales orders or order lines. See Road Map for work flow.
This topic has these subtopics:
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Obligation
You must obligate specific items in inventory for a sales order before you can ship the order with standard PowerShift shipping programs. When you click Sel, Order Shipment Selection (OSS) obligates the quantity ordered, if you have sufficient inventory available. If you click Sel again, the program reverses that obligation. A system option enables supply to be obligated by before it has been received.
If you want Order Shipment Selection to handle obligation, order entry clerks should select No obligation for the Obligation method Program option in the Sales Order Maintenance (OE) program. Alternatively, the system administrator can set this option for all clerks in the User Options Maintenance (UOPT) program.
If an order entry clerk selects Manual obligation, Automatic - all branches, or Auto - local branch only for Obligation method, Order Shipment Selection obligates lines that are not already obligated and create shipments. Therefore, if Sales Order Maintenance obligated a line, clicking Sel has no affect on obligation. Also clicking Sel again does not reverse obligation. You must select the line, click Modify, and enter 0 for the quantity to be shipped.
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).
The system obligates from the warehouse/bin location entered the Primary whse and Primary bin loc fields in an item's record in the Branch Item Maintenance (IMB) program if you selected A (always) or D (default) for the Use primary loc field in a customer's record in the Customer Maintenance (CM) program.
You can use this program to obligate the components of a configured product that you ship as a kit (unassembled). If you assemble the configured product from the selected components, you must use the Sales Order Maintenance (OE) program configure the components and create either a manufacturing requisition or order.
See Overview: Obligation and Shipment Creation.
When using a third party WMS system, it may not be desirable to obligate stock in advance of the actual shipment. A system option (maintained in System Options Maintenance - Warehouse Management System Interface) controls whether or not the obligation will occur.
Split Lots
The Allow split lots field in Customer Maintenance is the default value when orders are entered for the customer. If blank (i.e., the customer/order does not allow split lots), the ordered quantity must come from a single lot. The customer/order split lot flag is considered for controlled items that allow split lots (set in Enterprise Item Maintenance). In other words, different lots of an item can be obligated to a customer order only if split lots are allowed for the item and for the customer/order.
Available to Pick
Two orders for the same item can display different quantities in the Avl to pick column. This is because the program calculates: On hand - Obligated for other orders. For example, suppose that you have a quantity of 1286 in on-hand inventory and one order for 5 and another for 6. The Qty open and Avl to pick columns would look like this:
Order number |
Qty open |
Avl to pick |
1 |
5 |
1280 |
2 |
6 |
1281 |
Order 1 shows 1280 available because order 2 is for a quantity of 6:
1286 - 6 = 1280.
Order 2 shows 1281 available because order 1 is for a quantity of 5: 1286
-5 = 1281.
You can select an order line with a Qty open that is more than the Avl to pick. If you selected B, C, or N for the Manage negative inventory option in the System Options Maintenance (XM) program (Inventory Control Options), the program obligates the quantity available. When you click Process orders, the program creates a shipment for the quantity obligated.
If you selected Y for the Manage negative inventory option, the program obligates the quantity ordered, driving the available quantity negative. The program also creates a shipment, which you may want because manufacturing will complete the needed item later today. When you receive the manufacturing order, the quantity available will no longer be negative.
Shipment Creation/WMS Interface
When you click Process orders or click Exit and then Yes for the Create shipments/print these orders? prompt, Order Shipment Selection creates shipments for the orders that you selected. If you click No for the Create shipments/print these orders? prompt, the lines you selected remain obligated.
When interfaced with a third party WMS system instead of creating a PowerShift shipment, the application creates an outgoing shipment interface file that is supplied to the WMS interface. The shipment is created when the confirmation is returned from the WMS.
See Overview: Obligation and Shipment Creation.
International Orders
The program checks for country codes to first make sure order (ship-to) country and branch country codes are not blank. Then, if they are different, it is considered an international order.
If you attempt to release an international order where not all the items have an export declaration code the program prevents order release and displays the message: International order; missing export declaration codes.
Held Orders
Order Shipment Selection does not list orders that are on hold, including those:
Entered for customers that have been placed on credit hold by the Credit Maintenance (CCM) program.
Placed on hold by the system because they exceed the customer's credit and order limits.
Placed on hold for non-credit reasons.
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.
O1A: Sales Order Header
O1S: Shipment Header
O1SB: Shipment Addresses
O1SF: Shipment Freight Detail
O1SL: Shipment Lines
O1SM: Shipment CP Components