The Sales Order Release screen has been developed to allow a warehouse manager to preview customer sales orders and allocate stock to the order before releasing the order as a picking slip to the warehouse/s.&edsp;

This screen expects a single order review at a time. This differs from the Sales Order Wave Release function where many orders are reviewed at a time.

The screen validates the SYSPRO sales order number selected and loads the sales order header and detail data for the user to review. An option to select a route is also included if you are running the Load Planning module. All orders shown in the load planning module must be linked to a valid SYSPRO route code.&edsp;

The comment field allows an order releasing clerk to add a note to this order which can be printed on the Pick Slip or Pick Slip Label. A typical comment make be "Please have ready for collection at 12pm"

Detailed Lines Grid:
The detailed sales order lines can be reviewed in the grid on this screen.

Right click options allow the user to do the following:
Copy - Copy the data from the grid to another field or application
Query Available Stock - This opens a windows that shows available stock in the warehouse together total Stock on Hand and Inventory allocated to orders
Flag Replenishment as Urgent -&edsp;&edsp;This function will look at the replenishment table. If there is a replenishment already scheduled for this product the function will mark it as Urgent so that it is prioritized.&edsp;

There are two functions on the far right of the grid. These are:

Reserve Stock:
This function allows a user to review all Track ID's in the warehouse and to manually reserve stock for this order.This function is used if the "Auto Reserve" function is not in use or if a releasing clerk wants to specifically pick a selected batch of stock e.g. a specific Lot Number.

Replace
This function allows a user to substitute a product that is out of stock with a replacement stock code. Based on settings the user can replace any stock code with any new stock code or the software will only allow replacement to stock codes that are setup in the SYSPRO Stock Code Cross Reference table. This function automatically closes the current sales order line and adds a brand new line for the replacement stock code. The order can then be released.&edsp;

Auto Reserve

The Auto Reserve button is used to apply the selected reservation rule to automatically allocate and reserve stock to this order. There are a range of standard Auto Reservation rules in the software as well as an ability to select a custom rule that will apply a site specific developed stock reservation rule. Please see the section on Auto Reservation below for a description on each of the standard reservation rules.

Clear Reservations

Should the user not want to proceed with the reservation the Clear Reservations button can be used to delete all stock reservations against this order. It is possible to open an order and reserve lines without Confirming the order into a Pick Slip. If the user closes the window at this point the order lines will remain reserved and this stock will not be available to other orders.

Reservation Rules

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.

TECHNICAL

Please refer to the Settings Help Menu for related settings that affect this module.

SYSPRO REQUIREMENTS & Business objects used

• N/a