Processing Fulfillment Order Lines

In this task you will create sales orders and process the order lines through fulfillment.

Navigate to the Create Sales Order - Detail First program (P42101) from the Sales Order Processing menu (G4211).


Click the arrow next to the menu selection.

Navigate to the Fulfillment Workbench program (P4277701) from the Fulfillment Processing menu (G4277710).


Navigate to the Auto Fulfillment Processing program (R4277701) from the Fulfillment Processing menu (G4277710).


Use the Available Versions form to select a version of the batch program. In your work environment, the system might display additional versions.

Use the Processing Options form to set parameters for how a batch program processes data. Processing options are unique to a version. you should review processing options to ensure that the settings are correct.

Use the Version Prompting form to access data selection and data sequencing for the batch program. If the Data Selection or Data Sequencing option is disabled, you cannot review or change the data selection or sequencing for the version.

Use the Printer Selection form to identify printer information for the report. In your work environment, the printer settings will be different.

These are the results of running the Auto Fulfillment Processing program.  The available quantity began as 300. However, because the system committed inventory to order 2996 (the order for 45 with an SR order type), the available quantity is now 255.

Use the Processing Options form to set parameters for an interactive program. Depending on the program, a processing option setting might show or hide a field or specify the default value that appears in a field. Processing options for interactive programs are generally set during implementation.

Fast Path to IV (Interactive Versions).


Use the Work With Interactive Versions form to select a version of the interactive program. In your work environment, the system might display additional versions.

Navigate to the Create Sales Order - Detail First program (P42101) from the Sales Order Processing menu (G4211).


Use the Detail First - Enter New Order form to enter sales order detail information.

Note that the order type for this order is SR. When you set up the Fulfillment Entry advanced preference, you did not indicate that you want the system to enter SR order types into the fulfillment process.

Use the Fulfillment Workbench - Search form to view and modify the inventory assigned on fulfillment sales order lines.

Click the Close button

Note that the workbench displays the unfulfilled quantity for each of the sales orders that you entered.

The system scores the order lines based upon the basic scoring setup.

For now, you leave this window open while you run the Auto Fulfillment Processing program (R4277701)

The system assigns quantity to the order lines based upon the fulfillment rules.

The Fulfillment Workbench - Search form has been refreshed to display the results from running the Auto Fulfillment Processing program.

The Fulfillment Workbench - Search form has been refreshed. Note that after releasing order lines from fulfillment, the Fulfilled Quantity field is now blank.

Order 2995 is still intact as a full order with one line because the system did not assign and release any quantity to this order.

For order 2993, the system created another line for 20, which is the unfulfilled quantity.

For order 2994, the system splits the line to indicate that a quantity of 75 has been released to the order. The remaining 75 has not been released because there is no more quantity available.

Processing Fulfillment Order Lines

You have successfully created sales orders and processed the order lines through fulfillment.

Click the Sales Order Detail button.
Click the Select Tab list.
Click the 26-Fulfillment Management list item.
Click in the 1. Calculate Order Score 1 = YES Blank = NO field.
Enter the desired information into the 1. Calculate Order Score 1 = YES Blank = NO field. Enter
a valid value
e.g.
"1"
.
Click the OK button.
Click the Fulfillment Workbench link.
Click the Find button.
Click the AutoFulfillment Processing link.
Click the XJDE0001 option.
Click the Row button.
Click the Processing Options menu.
Click in the 5. Fulfillment Rule Name. field.
Enter the desired information into the 5. Fulfillment Rule Name. field. Enter
a valid value
e.g.
"FULRULE"
.
Click the OK button.
Click the Select button.
Click the Submit button.
Click the OK button.
Click the OK button.
Click the Close button.
Click the Create Sales Order - Detail First button.
Click the Values menu.
Click the Versions tab.
Click in the 1. Sales Order Model Version field.
Enter the desired information into the 1. Sales Order Model Version field. Enter
a valid value
e.g.
"ZJDE0001"
.
Click the OK button.
Click the Cancel button.
Click the Fast Path button.
Click in the Interactive Application field.
Enter the desired information into the Interactive Application field. Enter
a valid value
e.g.
"P4210"
.
Click in the Version field.
Enter the desired information into the Version field. Enter
a valid value
e.g.
"ZJDE0001"
.
Click the Find button.
Click the ZJDE0001 option.
Click the Row button.
Click the Processing Options menu.
Click the Close button.
Click the Create Sales Order - Detail First link.
Click in the Order Number field.
Enter the desired information into the Order Number field. Enter
a valid value
e.g.
"4242"
.
Click in the Quantity Ordered field.
Enter the desired information into the Quantity Ordered field. Enter
a valid value
e.g.
"200"
.
Click in the Item Number field.
Enter the desired information into the Item Number field. Enter
a valid value
e.g.
"2014"
.
Click in the Requested Date field.
Enter the desired information into the Requested Date field. Enter
a valid value
e.g.
"4/8/2011"
.
Click the Submit and Enter New button.
Enter the desired information into the Order Number field. Enter
a valid value
e.g.
"4245"
.
Click in the Quantity Ordered field.
Enter the desired information into the Quantity Ordered field. Enter
a valid value
e.g.
"150"
.
Click in the Item Number field.
Enter the desired information into the Item Number field. Enter
a valid value
e.g.
"2014"
.
Click in the Requested Date field.
Enter the desired information into the Requested Date field. Enter
a valid value
e.g.
"4/1/2011"
.
Click the Submit and Enter New button.
Click in the Order Number field.
Enter the desired information into the Order Number field. Enter
a valid value
e.g.
"4246"
.
Click in the Quantity Ordered field.
Enter the desired information into the Quantity Ordered field. Enter
a valid value
e.g.
"100"
.
Click in the Item Number field.
Enter the desired information into the Item Number field. Enter
a valid value
e.g.
"2014"
.
Click in the Requested Date field.
Enter the desired information into the Requested Date field. Enter
a valid value
e.g.
"4/5/2011"
.
Click the Submit and Enter New button.
Click in the Order Number field.
Enter the desired information into the Order Number field. Enter
a valid value
e.g.
"SR"
.
Click in the Order Number field.
Enter the desired information into the Order Number field. Enter
a valid value
e.g.
"4247"
.
Click in the Quantity Ordered field.
Enter the desired information into the Quantity Ordered field. Enter
a valid value
e.g.
"45"
.
Click in the Item Number field.
Enter the desired information into the Item Number field. Enter
a valid value
e.g.
"2014"
.
Click in the Requested Date field.
Enter the desired information into the Requested Date field. Enter
a valid value
e.g.
"4/5/2011"
.
Click the Submit and Close button.
Click the Select all fetched records option.
Click the Release Fulfillment button.
Click the Select all fetched records option.
Click the Other Row Actions list.
Click the Sales Order Inquiry list item.
Click the Go button.
Click the Close button.
Click the Close button.
Click the Close button.
Click the Close button.