(Advanced license required)
First step – get settings
On each sales-order the delivery term is read. Each order-line is flagged with the settings made for that order delivery-terms. Each order-line is flagged in the following order:
Checks if order is back-order or normal order
Check if customer is freight-free
Checks stock-code if it is flagged for immediate distribution
The settings made in Distribution Planning is picked-up
The proposal is now flagged with the minimum setting for: Complete, normal and value.
Second step, calculate what to pick and what orders to put on hold
Each proposal is marked with the first time and date for:
Normal: First time an order-line was available for picking
Complete: First time the complete order is available for picking
The total amount of deliverable value is calculated for the proposal.
If the proposal does not exceed the number of days for Normal and Complete order setting it will check the value setting. Also if the value setting is not exceeded the proposal will be put on hold with the flag "Waiting" on the order-lines. The proposal will be shipped once one of the settings is exceeded.
Settings for Delivery release
Normal release settings
Select Weekday settings
Settings of maximum number of how many days complete and normal orders can be held for until proposal value is reached. For it to work properly value must be put in in both boxes. Settings for proposal value. If the order/ proposal is freight free or not. Select Ordertype Delivery terms in ERP.
Save changes If the delivery term is flagged for immediate del. in system parameter ItemDeliveryTypeScalaField
Some example cases:
Example 1:
Lets imagine we have a backorder waiting for some accessories, it has a delivery term that made the order to use the following setting:
Max days complete: 3
Max days, normal: 5
Proposal value: 10000 SEK
The value for the backorder is 3500 SEK and has no other order lines.
Result:
So in this example the order will be put on hold maximum 3 days as all of the backorder is available (it will then use “Max days complete” setting). If another order or items becomes available so the Proposal(order) exceeds the 10000SEK then it will be released immediately.
Example 2:
Lets imagine we have a backorder waiting for some accessories, it has a delivery term that made the order to use the following setting:
Max days complete: 3
Max days, normal: 5
Proposal value: 10000 SEK
The value for the backorder is 500 SEK and has two other order lines not available.
Result:
The other order-lines are not available so in this case it will use the parameter “Max days, normal”. So in this example the order will be put on hold maximum of 5 days. On the second day of “waiting” the other order-lines becomes available and the value exceeds 10000 sek. The proposal will be released immediately.
Settings for Delivery release Weekdays
If wished to release orders by Weekday logic.
Select:
Delivery terms in ERP
Customer No
Category
Customer field
or Zip code range for what release logic should be set.
Select Company
Set Weekday of the release order to be in place Use second mouse button to add new, duplicate or delete.
Enter minimum value to be released, leave empty if you don´t want any minimum. Save changes Enter maximum number of days the orders should be held. Leave empty if you don´t want any maximum days.
