Ordered – new status in fulfillment
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.
New quantity statuses
“Quantity status” can have next values (the newest ones are bolded out):
- N/A – this means the document status is not possible to display. For example, a voided document;
- Services – this means that the document contains Services only, without regular products;
- No quantity – there is no quantity in stock to fulfill the order;
- Ordered – the entire quantity on the document is ordered;
- Available quantity – there is enough quantity in stock to fulfill the order. The quantity is automatically reserved and ready to be packed. Or loaded, in case of a Work Order;
- Partially available – you have partially available quantity in stock to fulfill the order. Eg, you have 1 pcs reserved out of 2 pcs;
- Partially ordered – items are partially ordered from our supplier. Eg, we ordered 1 pcs out of 3 that are on the SO;
- Partially available / Ordered – This is the combination of 2 statuses. “Partially available” and “Partially ordered”. For example, the quantity on the document is 3 pcs. We have 1 under reservation, and 1 ordered;
- Fulfilled – This is the final status. The committed quantity is fulfilled (packed/loaded).
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
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.
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.
Through the “bulk action” you will generate the documents that are “linked” to the source document.
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:
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”.
The “fulfillment” list will segregate the “drop shipping” quantity.
You can even “turn off” the back order for some 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.