You use this program to review and manually ship order lines which were placed in reserve using the Sales Order Entry and Sales Order Entry Express programs.
- SO Release Reserved Stock
- SO Reserved Stock Review Criteria
- SO Release Reserved Stock
- Notes and warnings
| Field | Description |
|---|---|
| Start Review | Select this to display sales orders in the SO
Release Reserved Stock listview according to the
review criteria defined in the SO Reserved Stock
Review Criteria pane. This option is enabled when you initially access the program. Thereafter, it is only re-enabled after you select the Change Criteria option. |
| Change Criteria | Select this to indicate different criteria according to which you want to display orders for review. |
The fields and options in this pane enable you to indicate selection criteria according to which you want orders in reserve to be displayed for release.
The selections you make here determine which sales orders are displayed in the SO Release Reserved Stock listview.
| Field | Description |
|---|---|
| Customers | |
| Customer selection | Indicate the customer(s) for whom you want to view sales orders. |
| Ship dates | |
| Ship date selection | Indicate the ship date(s) for which you want to view sales orders. |
| Sales orders | |
| Sales order selection | Indicate the sales order(s) you want to display for review. |
| Stock codes | |
| Stock code selection | Indicate the stock code(s) for which you want to view sales orders. |
| Warehouses | |
| Warehouse selection | Indicate the warehouse(s) for which you want to view sales orders. |
| Include/exclude options | |
| Lines in 'Picking' status only | Select this to only include order lines which are in a picking status of 6. This status can currently only be set using the SORTRP and WMSQPS business objects. |
| Mark all lines as selected | Select this to automatically set all lines displayed in the SO Release Reserved Stock listview to selected (ticked). |
When you select the Start Review option, the items on backorder are displayed in this listview according to the review criteria you indicated.
| Field | Description |
|---|---|
| Release Lines | Select this to release all selected lines displayed in
the listview into ship according to the release quantities
indicated. The Reserved quantity against the sales order is reduced and the Ship quantity is increased. Only lines with a tick in the Selected column of the listview are included for release. You are prompted to enter lot, bin and serial information for lines to which these apply if this information was not entered at the time of reserving the stock (see SO Reserve or Ship Stock). If you are performing credit checking on current orders only (Sales Order Setup), then when the order quantity is moved to ship, a credit check is performed by the Release Reserved Stock program. Off-invoice and accrual trade promotions are updated when the parent line is moved from reserved to ship and any associated miscellaneous line values are updated. A free goods trade promotion line may only be moved from reserved to ship if sufficient of the parent line has been shipped. If the option: Exclude all lines which fail credit check in Back Order Release is selected (Sales Order Setup), then the lines are ignored and not released. If this option is not selected, then the lines are released, but the order is placed into suspense. |
| Change Quantity |
Select this to change the quantity you want to release for the order line currently highlighted in the listview. |
| Components | Select this to use the Single Level Bill of Materials program
to view all components attached to the parent item currently
highlighted in the listview. This option is displayed only if the order line is for a kit parent type. If you release a parent stock item without completing the necessary allocations for a component, then the component is marked as changed and the system no longer regards it as part of the kit. |
| Selected | This listview column enables you to toggle between
selecting/deselecting each line in the listview for inclusion
in/exclusion from release. A tick in this listview column indicates that the order line is selected for release and will be released when you select the Release Lines option. All lines are automatically set to selected (ticked) if you selected the Mark all lines as selected criteria. |
| Reserved Quantity |
Indicate the quantity you want to move from reserved into ship. The quantity cannot be negative and cannot be more than the quantity originally reserved (i.e. you can only decrease the quantity reserved, not increase it). If lot, bin and serial information already exists against the reserved quantity, then the Lot, Bin, Serial Allocations program is loaded. This enables you to update this information for the new quantity entered. This field is enabled when you select the Change Quantity option. |
| Total | This is displayed at the bottom of the listview and indicates the number of order lines currently selected for release (i.e. the lines with a tick in the Selected column). |
In addition to the Selected and Reserved quantity columns listed in the above table, the following information can be included in the listview:
| Column | Description |
|---|---|
| Sales order | This indicates the sales order number for which the item is reserved. |
| Line | This indicates the sales order line number for the item. |
| Stock code | This indicates the code of the item in reserve. |
| Description | This indicates the description for the stock code. |
| Long description | This indicates the long description for the stock code. |
| Rev | This indicates the revision number of the item if the item is defined as ECC controlled. |
| Rel | This indicates the release number of the item if the item is defined as ECC controlled. |
| Warehouse | This indicates the warehouse from which the item will be shipped. |
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.