Creating Release Rules
The Release Rules window defines and saves picking criteria that can be used when running Pick Release. Once you have created a release rule, you can select the rule from the Based On Rule list on the Release Sales Orders For Picking window to automatically populate the fields on the window with the predefined picking criteria. The following are two examples of uses for release rules:
- You have prearranged schedules for carrier pickups. One carrier comes every morning and the other comes every afternoon. You create two separate release rules, one for each carrier. Each day, when it is time to pull all orders for the morning carrier, you release orders using the rule for that carrier and all the necessary release criteria are automatically defaulted to the appropriate fields.
- You like to release all backorders in each of your warehouses once each week. For convenience, you set up a release rule for a specific warehouse and backorders only. Simply reuse your release rule each week to get your backorder pick slips.
If you create a release rule that includes a Request Date From/To or the Schedule Ship Date From/To as part of the release criteria, the next time you use the release rule the following will apply:
- If you enter the current date, the release rule always defaults to the current system date.
- If you leave the dates blank, the release rule always leaves the dates blank.
- If you enter any date other than the current date, the release rule always defaults the date you entered when you created the rule.
Attention: If you want to use Pick Release -- Standard Report Submission (SRS), you must create a release rule. See Pick Release -- SRS.
To create or modify a release rule:
1. Navigate to the Release Rules window.
2. Define a name for the release rule, or select an existing rule from the list of rules if you want to modify the picking criteria of an existing rule.
Attention: You cannot change the name of an existing release rule.
3. Define parameters for the release rule.
4. Save the release rule.
See Also
Releasing Sales Orders For Picking
Overview of Delivery-based Pick Release
