Understanding Shipment Creation for Style Items in the Automatic Allocations Process

The Automatic Allocations process supports the creation of a new shipment number for sales order lines that have not been validated by the allocation process due to availability, size, color, or style selection.

Validated sales order lines for style items are sales order lines that satisfy the allocation rules. Validated sales order lines for style lines retain the original shipment number created at sales order entry.

Non-validated sales order lines for style items are sales order lines that do not satisfy the allocation rules. Non-validated sales order lines for style items remain soft committed. If all the style sales order lines are non-validated, then the non-validated sales order lines retain the original shipment number.

You set the Remove Non-Validated Style Sales Order Lines from Existing Shipment processing option on the Generate Allocation and Delivery Proposals program (RCW06), the Allocation and Delivery Proposals program (PCW29), or the Validate or Cancel Allocation Proposals program (RCW37) depending upon which program you use to validate the proposal.

The JD Edwards EnterpriseOne Sales Order Management system automatically generates the respective shipment numbers for sales orders. The Remove Non-Validated Style Sales Order Lines from Existing Shipment processing option on the Generate Allocation and Delivery Proposals program enables new shipment number creation for those sales order lines that have not been validated.

In the case of a partially validated sales order line for a style item, the system splits the sales order line. The original sales order line contains the validated quantity and original shipment number. The new sales order line contains the non-validated quantity and the Automatic Allocations process assigns a shipment number based on the shipment consolidation mode set in the Transportation Constants (P49002).

The following table describes the shipment creation of validated and non-validated sales order lines for style items:

Shipment Consolidation Mode Option Transportation Constants	Style Sales Order Lines	Shipment Outcome
Multiple Order Consolidation	Validated	Remains on the original shipment.
Multiple Order Consolidation	Non-validated	Removed from the original shipment and placed on a new or existing shipment.
Multiple Order Consolidation	Split line with non-validated quantity	Placed on a new or existing shipment.
Single Order Consolidation	Validated	Remains on the original shipment.
Single Order Consolidation	Non-validated	Removed from the original shipment and placed on a new or existing shipment of the same order.
Single Order Consolidation	Split line with non-validated quantity	Placed onto a new or existing shipment of the same order.
Transactional Consolidation	Validated	Remains on the original shipment.
Transactional Consolidation	Non-validated	Removed from the original shipment and placed on a new shipment.
Transactional Consolidation	Split line with non-validated quantity	Placed onto a new shipment.
No Consolidation	Validated	Remains on the original shipment.
No Consolidation	Non-validated	Remains on the original shipment.
No Consolidation	Split line with non-validated quantity	Placed on a new shipment.

Note: The system does not select non-style items for the Automatic Allocations process; therefore, sales order lines for non-style items retain the original shipment number.

To process transportation sales orders for style items:

1. The system sets the shipment status to pending when you enter a transportation sales order.

2. The system removes the non-validated sales order lines from the shipment associated with the validated sales order lines after running the Automatic Allocations process.

3. You must approve the shipment associated with validated sales order lines.

   Approving the shipment for the validated sales order lines prevents the system from assigning this shipment number again.

Record reservation reserves sales orders in which the validated and non-validated sales order lines for style items share the same shipment number before validation begins. The system releases the records after validation and shipment creation of non-validated sales order lines for style items. Therefore, you cannot modify sales orders in the allocation run; and if orders selected for the allocation run are already reserved, you cannot validate the proposal. You can modify the sales order line after the system creates the shipment number and validation is complete.