8 Releasing Order Lines from Fulfillment
This chapter contains the following topics:
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Section 8.2, "Understanding Fulfillment Message Notification"
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Section 8.4, "Running the Release from Fulfillment report (R4277703)"
8.1 Understanding Release from Fulfillment
The Release from Fulfillment report (R4277703) releases orders from the JD Edwards EnterpriseOne Fulfillment Management system. After order line are released from fulfillment, they can continue through the sales order processing tasks.
To process the service level rules, the Release from Fulfillment report validates the line and order service level rule met flags value in the Service Level Rule Detail table (F4277711). You can run the Release from Fulfillment report by accessing the report directly or launching it from the Fulfillment Workbench program (P4277701) or from the Auto Fulfillment Processing report (R4277701).
The system releases the line based on the flag values. The Release from Fulfillment report also considers the cancel flag from the F4277711 table and the partial commit flag from the Customer Master Line of Business table (F03012) during split-line processing. The four scenarios for release from fulfillment include:
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Release fulfillment with line a level rule type. The system retrieves the line percent met flag value from the Service Level Rule Detail table to determine whether to release the line from fulfillment. If the line level rule met flag value is 1, the system releases the line from fulfillment. If the line level rule met flag value is 0, the system does not release the line and issues an error message that the system could not release line.
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Release fulfillment with an order level rule type. The system retrieves the order and line percent flags from the Service Level Rule table to determine whether to release the line and order from fulfillment. If the order and line level service level rule met flags value are 1, the system releases the appropriated lines from fulfillment and sets the order released line flag to 1 in the Service Level Header table (F4277701). If the order level rule met flag value is 0, the system does not release any lines on the order with the order level rule and issues an error message that the system could not release the order.
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Release fulfillment and cancel balance. For lines that are partially filled or split, the system cancels the split line. The system retrieves the cancel flag setting from the F4277711 table to determine whether to cancel the open balance.
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Release fulfillment and split line. For lines that are partially filled, the system splits the line and increases the release number by 1. Additionally, the system retrieves the service level rules and returns the service level rule information for the new split line and release number.
8.2 Understanding Fulfillment Message Notification
You can set up the Message Notification preference (35) to send an email notification to a user-defined party. For JD Edwards EnterpriseOne Fulfillment Management, you can send the email notification from the Release from Fulfillment report (R4277703) when a sales order line is not fully filled. The email includes basic information about the sales order line such as customer, quantity ordered, quantity released, quantity filled, and quantity unfilled. The email notification enables proactive communication with customers instead of reactive communication when the order line cannot be filled to customer requirements.
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Note: To enable message notification, you must set the Internet Enable PPAT Messages option in the System Constants. |
8.3 Setting Up Fulfillment Message Notifications
This section discusses how to set up preference detail values for message notifications.
You use the Message Notification (Preference Type 35) preference to specify which address book number to use for sending fulfillment notifications.
8.3.1 Form Used to Set Up Message Notifications
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Preference Values Revisions | W4072D | Advanced Preferences (G40311), Advanced Preferences Detail Revisions
On the Work with Preference Detail form, locate and select a preference name. On the Preference Detail Revisions form, select the record. Select Pref Details from the Row menu. |
Set up preference detail values. |
8.3.2 Setting Up Preference Detail Values for Message Notification (35)
Access the Preference Values Revisions form.
Figure 8-1 Preference Values Revisions form for Message Notification (35)
Description of "Figure 8-1 Preference Values Revisions form for Message Notification (35)"
- Sequence
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Enter a number that specifies the sequence of information.
- Business Unit
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Enter an alphanumeric code that identifies a separate entity within a business to which you want to send message notifications. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.
- Notification Type
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Specify the source of the notification preference. Values are:
00: Net Variance.
01: Sales Orders.
02: Forecast/Planning.
03: INVRPT (Inventory Advisement).
04: ASN.
05: CUM.
06: Adjust Demand.
07: Inbound Demand.
08: Acknowledgments.
09: EDI Maintenance.
10: Carton Recommendation Errors.
11: Fulfillment Notification.
You must use this value to send messages from the Release from Fulfillment report (R4277703).
- Notification A/B (notification address book)
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Specify the address book record to which you want the system to send messages or notifications. The system uses the email addresses that you set up in the Who's Who record of the Address Book.
8.4 Running the Release from Fulfillment report (R4277703)
The section discusses how to:
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Run the Release from Fulfillment report.
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Set processing options for the Release from Fulfillment report (R4277703).
8.4.1 Running the Release from Fulfillment Report
Select Fulfillment Processing (G4277710), Release from Fulfillment.
8.4.2 Setting Processing Options for Release from Fulfillment (R4277703)
These processing options control override processing and message notifications for the Release from Fulfillment report.
8.4.2.1 Process
- 1. Override Next Status
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Specify the next status in the order process.
Setting the override status is optional in the release from fulfillment process. The combination of the beginning status and the override next status must be a valid last status and next status combination in the order activity rules.
- 2. Update Next Status
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Specify whether the system updates the line status.
Blank: Update line status.
1: Do not update line status.
The system moves the order line to the next status codes set up in the order activity rules.
- 3. Remove Unreleased Sales Order Lines from Existing Shipment (Release 9.1 Update)
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Specify whether the system removes unreleased sales order lines from an existing shipment, and assigns a new shipment number to the unreleased sales order lines. Values are:
Blank: Do not remove unreleased sales order lines from an existing shipment. All sales order lines remain on the original shipment.
1: Remove unreleased sales order lines from an existing shipment and assign a new shipment number based on the shipment consolidation mode setup in the Transportation Constants program (P49002). The released sales order lines remain on the original shipment.
When you set this processing option to the value 1, the Release from Fulfillment report writes the selected sales order shipment number into the Released Shipments Workfile table (F427UI03) and runs the Remove Unreleased Lines from Shipments report (R4277707), which assigns a new shipment number.
8.4.2.2 E-mail
- 1. E-mail Acknowledgement Selection
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Indicate whether the system sends email acknowledgements when you run the Release from Fulfillment report (R4277703). Values are:
Blank: The system does not send email acknowledgements.
1: The system sends email acknowledgements.
- 2. E-mail Subject Line
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Specify the print message that the system prints in the subject line when sending an E-mail acknowledgment. If you leave this processing option blank, the system leaves the subject line blank on the associated E-mail.
- 3. E-mail Sender Address Number
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Specify the address number for the entity whose name and E-mail address the system uses on the E-mail acknowledgment as the sender.
- 4. Override Schedule For Advanced Preference
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Specify an override preference schedule for the system to use instead of the default preference schedule defined in the system constants.
The Message Notification preference (35) must be in the schedule that the system uses to send email notifications.
8.4.2.3 Versions (Release 9.1 Update)
- 1. Remove Unreleased Lines from Shipment (R4277707)
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Specify the version of the Remove Unreleased Lines from Shipment report (R4277707) that the system uses to remove unreleased lines from the existing shipment number. If you leave this option blank, the system uses version XJDE0001.
8.5 Running the Remove Unreleased Lines from Shipments Report (R4277707) (Release 9.1 Update)
This section provides an overview of the Remove Unreleased Lines from Shipments report (R4277707) and discusses how to:
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Run the Remove Unreleased Lines from Shipments report.
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Set processing options for the Remove Unreleased Lines from Shipments report (R4277707).
8.5.1 Understanding the Remove Unreleased Lines from Shipments Report
If you are processing sales orders through the JD Edwards EnterpriseOne Transportation Management system, the system assigns shipment numbers to order lines at sales order entry. If the system does not allocate inventory to sales order lines when you run the Release from Fulfillment report, the unreleased sales order lines remain on the same shipment number as the released sales order lines. When this occurs, the system does not process shipments until all of the sales order lines have been released.
The Remove Unreleased Lines from Shipments report provides the ability to remove unfulfilled sales order lines from their existing shipment number. This report runs independently from the Release from Fulfillment report based on business process or based on the need to recover from record reservation errors that prohibited the initial removal of unfulfilled lines.
When you run the Remove Unreleased Lines from Shipments report, the system:
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Keeps all of the fully released lines and partially released lines on the original shipment number.
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Creates a new shipment number for partially unreleased lines when the sales order contains:
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Some lines fully released.
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Some lines partially released.
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Some lines fully unreleased.
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Activates record reservation for the selected unreleased sales order lines.
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Verifies whether the sales order line is part of a kit item.
If the item is a kit item, the system retrieves the related components and processes the kit parent component to assign a new shipment number to the unreleased order lines.
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Generates a PDF report that includes the order number, order type, company, line number, previous shipment number, new shipment number, and error ID.
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Sends a message to the Work Center.
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Releases record reservation.
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Deletes records from the Released Shipments Workfile table (F427UI03).