Ordered – new status in fulfillment

ordered status

Up until now, ERPAG users couldn’t see the status of their order. There was no such status in the document list. Whether it’s Sales Order, Work Order, Transfer list. Only when you open the document you can see the “Awaiting quantity” column.

The problem gained importance after the “document priority” status introduction. You can check this link for more information: https://www.erpag.com/news/document-priority-automatic-reservation With this option you can change the priority to “steal” the quantity for the more important document.

The solution is to include a new status in the Quantity status column.

quantity status

New quantity statuses

“Quantity status” can have next values (the newest ones are bolded out):

Note: The document status has 2 cases of combined statuses. This is done due to practical reasons – Better to combine 2, than to open an additional column for the new status. Also, these combinations are relatively sparse. We think that this won’t be the issue. As ERPAG’s filtering engine enables you to filter more than one status.

To filter out the documents that need to be fulfilled, we can use the snippets, or filter the status. More about snippets – https://www.erpag.com/news/the-snippets

filters and snippets

Back order by document

In ERPAG’s fulfillment (back order) system, we included a new option. You can now back order just the missing quantities. Until now, the back order documents were grouped. For example Purchase order, Work order. More information on this link: https://www.erpag.com/news/fulfillment-backorders This is a bit impractical for users that want more control and divided procurement.

backorder button

When the document misses quantity, the “back order” option appears on the right side. In the Manufacturing module, it will be a “fulfillment” option. By activating the option, we get a “fulfillment” form. But only with the items from the document.

backorder from sales order

Through the “bulk action” you will generate the documents that are “linked” to the source document.

awaiting quantity

Note: When you use this option, the same items won’t be grouped (from different documents). For example, if you want to use tier quantity in order to get a discount. Also, the minimum stock quantity request will be ignored through this option.

Back order – Change on document

The practical need of our users enforced us to include a new option on the document level as well. Change of the default back order setup! For example, this is available in Sales Order.

The example from practice is as follows:

We have 10 pcs of an item in our stock. The customer’s order is for 12 pcs. Our supplier also offers the dropshipping option! In this case, it’s easier to pack and send 10 pcs to our customer. And, to dropship remaining 2 pcs directly from our vendor.

We will do that by simply changing the “back order” parameter:

backorder column

In our example, we will divide the item quantity into two rows. In order to get 2 different parameters. One for “Supplier” and the second one for “drop shipping”.

fulfillment list

The “fulfillment” list will segregate the “drop shipping” quantity.

You can even “turn off” the back order for some items.

turn off backorder

Turning off enables you to manually create an order for such items.

For example, when you engage a contractor due to limited production capacity. The quantity that we can produce will be fulfilled through “bill of materials”. The quantity that is produced by a contractor, we are setting up as “none”. We are creating a Purchase Order manually for this quantity.

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