Sales Order Wave Release [PIK002]

The Sales Order Wave Release module allows the warehouse controllers the ability to review and release batches of orders into the warehouse in user-defined waves (groups). A typical wave may be all order lines due for shipment for a route, geographic area, or order type of customer. These waves are created by entering various user-defined filters into the selected window at the start of the process.

Once the order book has been filtered to the lines required for picking, the controller can group orders into master shipping groupings (groups of orders for shipping to optimize freight costs). The order lines are then released as a wave into the warehouse for picking. Numerous waves can be released throughout the day. This works very well when linked with shipping route planning.

The process is fundamentally a 3-step process:

• Order selection by setting the required filters on the Sales Order Allocation Parameter screen. These run-time filters assist with setting and scheduling the wave intervals on the warehouse floor

• Picking stock can be based on the following filters (as a range or a single filter)

  • Customer Selection - reserve only one customer or a range of customers at a time

  • Customer Branch Selection - reserve only one customer branches or a range of branches at the a time

  • Ship Via Selection - this is based on the Ship Via field in SYSPRO

  • Order Priority Selection - a custom form field can be configured in SYSPRO to release Urgent orders

  • Ship Date Range - release Sales Orders with a specific Ship Date

  • Route Selection - select Sales Orders for a particular route

  • Stock Code Filter - select Sales Orders for a specific stock code

• There are also some advanced filter options under Options and Show Back Order Customers.

  • Let’s review the different options under Options.

    • Nett Qty > 0 – When this option is selected, it shows all records where the Sales Order Backorder Qty less the Qty currently in Picking is greater than zero OR the Sales Order Line Type is 7, a non-stock item.

    • Available Qty > 0 – When this option is selected, it shows all records of available stock or where Reserved QTYs from pickface and bulk bins exceed zero. It also includes all non-stocked items and sales order kits where either the parent or the components are designated as comments or where the component is a Stocked Item. The query also includes cases where the kit parent determines the sales order pricing or where the parent part is a comment. Finally, it contains records where the kit part is flagged as a parent part in the system. (This filter option uses the stored procedure called “proc_GetAvailableStockTotalNew)

    • Include SCT / IBT – When this option is selected, it shows all Sales Orders that are Supply Chain Transfers or Interbranch Transfers.

    • Maintain Safety Stock—This check is not used in the query that loads the data onto the main Sales Order Wave Release screen but is used when Auto-reserving the stock. It then checks the Safety Stock QTY in SYSPRO (found under the Warehouse Maintenance of each stock code) and makes sure that the auto reservation does not reserve more than what is available, including the Safety Stock QTY.

    • Only show where no active picks – When this option is selected, it shows all Sales Orders that do not have open pick slips against them.

  • Next, let us look at the different Show Back Order Customers options.

  • When these options are used, it filters the Sales Orders based on the value of a Custom Form Field (CFF) configured against each Customer in SYSPRO. The CFF is to identify whether the Customer is allowed backorders or not. The definition of a ‘non-backorder customer’ is one in which you only want one picking slip and one invoice to be generated per sales order.

  • The following filter options exist:

    • All Customers – This option does not filter any customers.

    • Customers allowed backorders – This option shows Sales Orders for customers with the System Setting PICKING_SALES_ALLOCATION / BACKORDER_CUSTOMER_CFF_NAME set to a value Y(es).

    • Customers not allowed backorders – This option shows Sales Orders for customers with the System Setting PICKING_SALES_ALLOCATION / BACKORDER_CUSTOMER_CFF_NAME set to a value N(o).

• Select OK. The data grid will populate with the selected data according to the filters set

• Next, you have the option to Auto Reserve all the lines on the data grid

• A pop-up maybe appear asking to clear all prior reservations. Click Yes to continue with Auto Reservation

• Once again you will be able to open the Reserve Stock link to view the reserved stock. Again, you will have to work through the red lines and manually resolve the stock shortages

• Select Confirm

• A pick slip, like the single release screen, will print, but for all the Sales Orders that are in green

• A pop-up will appear with the SYSPRO Sales Order number and pick slip number before it will print

When using the Auto reservation function within the sales order releasing screens the software can be set to reference a predefined auto reservation rule or can be set to run a custom developed reservation. The custom rule allows a company to become very creative in what inventory should be reserved for an order and in what sequence. For instance a custom rule could validate the Sales Order Type field and based on this could run a completely different reservation process.

The following list describes all of the standard reservation rules and their logic:

• Rule 1 - Pack from Bulk then Pick face

• Rule 2 - Smallest Absolute Variance

• Rule 3 - Exact from Pick face

• Rule 4 - Pick face (if configured) then Bulk

• Rule 5 - Bulk/Pick face Optimized

• Rule 6 - Reserve from Pick face, if cannot, then reserve from bulk

• Rule 7 - Pan size reservation (used for WIP Jobs only)

• Rule 8 - Voice picking / Carton Cubing

• Rule 9 - MHE (Material Handling Equipment)

• Rule 10 - Not in Use

• Rule 11 - FIFO Lot / Expiry Date

• Rule 12 - Consolidated Sequencing

SPECIAL FEATURES

• The software can be set to release the printing slip/s without printing or release the picking slip/s with automated printing turned on. If the picking slip is not printed here it can be printed from the Load Planning module.

• All orders released are automatically linked to an MSN number (Master Shipment Number). Grouped orders going to the same customer and released in a batch from the Wave Release screen will have the same MSN. At checkout and dispatch these picking slips can be grouped together for shipment. For more information, refer to the MSN Releaseprocess within the user guide.

• Lines with backorder quantity of 0 can be displayed based on a system setting (shown below)

• Users can be prevented from entering the same order at the same time, or just warned (system setting)

• The auto reservation process can work with the sales order quantities in back order or in the reserved qty field available from SYSPRO 6.1 up.

• Credit checking can be applied when the order is opened, with the order being removed from the candidate list on the screen if it fails the credit check

• Picking slip printing can be suppressed at the end of releasing the pick (used with rules 8, 9 and 12)

• The sales order line can be loaded against a WH in SYSPRO and reserved from an alternate WH (see document on alternate Warehouse picking)

• Setups where the orders are loaded in alt uom in SYSPRO, but picked in the stocking uom, can be handled here too

• Users can allocate stock, and then end reservation without releasing a picking slip. This allows the user to “soft reserve” while waiting for a missing item to fill the order.

TECHNICAL

• Sales Orders can be locked to ensure other users don’t release a duplicate Pick Slip. To lock or unlock Sales Orders. Browse Settings / System Settings from the Ribbon Bar and locate the PICKING_SALES_ALLOCATION System Name. Update the ALLOW_DUPLICATE_ORDER_ENTRY SettingValue to Y(es) or N(o). If Y(es), the user will get a warning but can continue releasing a Pick slip. When N(o), a pop-up message will appear, asking the user to contact the System administrator.

• To release locked Sales Orders, refer to the Clear Reservation Lock screen

SYSPRO REQUIREMENTS & Business objects used

• None

RELEASE NOTES

• Release notes 23.3 (Ticket #6714) - A permission setting (SO_RELASE_MAY_RELEASE_MSN_GROUP) has been added that must be activated to allow Operators to right-click and select Release Orders in Group (MSN Grouped).

• Release notes 24.1 (Ticket #6586) - Two new columns have been added to the data grid:

  • StockUom

  • MOrderUom

• Release notes 24.2 (Ticket #6376) - The user will be unable to reserve expired stock from the TrackID Selection screen when doing a manual reserve. These TrackIDs will still be visible, but the line will be disabled and the user will not be able to select the stock to reserve it.

REFERENCE

PIK002