Order Fill Percent Rules

At the order level, the system evaluates whether the number of lines filled on an order meet the minimum fill percent for the initial release of the order.

The system determines the order fill percent by dividing the number of lines that meet their respective line fill requirements by the total number of lines on the order that are in fulfillment. When calculating the order fill percent, the system uses only lines entered into the fulfillment process that have an associated order service level rule. Therefore, the process is twofold:

1. The system determines whether the quantity filled on all fulfillment lines of the order meet or exceed their respective line fill percent rule.

2. The system performs the calculation above to determine the order fill percent.

This table is an example of a sales order that meets order fill percent rule requirements:

In this example, line 3 does not meet the line fill percent requirements. However, because Lines 1, 2, 4, and 5 meet or exceed their respective line fill percent requirements, the system evaluates the sales order as meeting the order fill percent rule requirements (4/5 = 80 percent). The system releases four lines from fulfillment when you run the Release from Fulfillment report.

This table illustrates an example of a sale order that does not meet order fill percent rule requirements:

In this example, lines 2 and 3 do not meet their respective line fill percent requirements. The system evaluates the sales order as failing to meet the order fill percent rule requirements (3/5 = 60 percent). The system does not release any lines from fulfillment.

When you run the Auto Fulfillment Processing report (R4277701), the system processes all sales order lines in accordance with the data selection that you set up. During the process, the system evaluates fulfillment for each line on the sales order before determining whether the order fill percent meets the established requirements.

When using the Fulfillment Workbench program (P4277701) or the Sales Order Entry program (P4210) to revise sales orders, the first line that you select and modify alerts the system to evaluate the order fill percent. The system evaluates all sales order lines to determine whether the order fill percent meets the established requirements. The system records changes to the order fill percent in the Order Header Percent field that applies to all lines on the order that have an order level rule attached.

Note: The last change to the order fill percent supersedes any previous changes.

The system edits against the order level rules during sales order entry and during Auto Fulfillment processing. This action ensures that the order level fill percent is the same for all lines on the order that have an order level rule. If order lines have different order fill percents, the system:

1. Uses the highest fill percent.

2. Records the fill percent in the Order Header Percent field.

3. Records an appropriate reason code.

The system only evaluates the order fill percents for the first release of an order from fulfillment. On subsequent releases, the system evaluates the open lines using line level rules.

When processing kits using an order fill percent rule, the system includes only the kit parent line in the calculation. The system does not use the kit component lines for calculations