Fulfillment Workbench Page

Use the Fulfillment Workbench page (IN_FW_SELECTION) to Create a request to move material stock orders and sales orders from one fulfillment state to another.

Navigation:

Inventory, and then Fulfill Stock Orders, and then Fulfillment Workbench

This example illustrates the fields and controls on the Fulfillment Workbench page (1 of 2). You can find definitions for the fields and controls later on this page.

This example illustrates the fields and controls on the Fulfillment Workbench page (2 of 2). You can find definitions for the fields and controls later on this page.

Note:

The exact fields and field values available on this page are determined by the Template ID that you select.

Field or Control	Description
Action	Identify the type of request: Reserve: Enables you to move an unfulfilled order to releasable state. Front-end Ship: Enables you to move an unfulfilled order or releasable order to shipped state. Pick Confirm: Enables you to move a released order to the pick confirm state. Ship: Enables you to move an unfulfilled order, releasable order, or pick confirmed order to shipped state.
Search By	Enter the level that you want to search for and process demand. The fields that appear on the Fulfillment Workbench component vary depending on the option that you select. Options are: Group: Select to display group level selection criteria to define a grouping of demand lines. The group selection information can be added to the fulfillment queue at the group level, or the group level information can be used to display details within that group by using the Orders or Demand Lines links. Detail: Select to display group or detail level selection criteria to define an individual demand line or a grouping of demand lines. The selection criteria can be added to the fulfillment queue at the detail level or the selection information can be used to display details within the group using the Demand Lines link.
Group ID	Enter a group identification code for the grouping of demand lines that you are creating on the transaction request. The group ID is assigned automatically using a sequential number starting with one. To create a new group, click the arrow button to the right of this field.

Selection Criteria

Use the Selection Criteria group box to enter the search criteria to retrieve demand lines for processing. These search criteria fields include both group level fields (for example, load ID or pick batch ID) and order level fields (for example, order number). The actual search criteria fields that appear are determined by the value in the Template ID field, as well as the entries in the Action and Search By fields.

Field or Control	Description
Exclude	Select to define the search criteria as exclusion criteria. This check box appears only if Detail is selected in the Search By field. Selection criteria entered are used to exclude demand data from the group. For example, if you want to ship all demand lines on a pick batch except line number 55, then enter the pick batch ID at the group level and add the group segment to the fulfillment queue. Next, bring up the detail selection information by entering Detail in the Search By field and selecting the Exclude check box. Then enter the pick batch ID and line 55. Add the detail segment to the fulfillment queue. Then click the Fulfillment Queue link to review the transaction request. Write the request to the staging tables when you click the Process button. Note: If the Exclude check box is selected at the order or demand line level, then that order or demand line must exist in the selection criteria established at the group level. If it is not in the selection criteria, then the fulfillment engine rejects the transaction request.
Select Unfulfilled	Select this check box to include unfulfilled orders in the search results and request.
Select Releasable	Select this check box to include releasable orders in the search results and request. This check box appears only if you have selected an action of Front End Ship or Ship.
Select Released	Select this check box to include released orders in the search results and request. This check box appears only if you have selected the action of Ship.
Select Confirmed	Select this check box to include confirmed orders in the search results and request. This check box appears only if you have selected an action of Ship.

The action of reserve only includes unfulfilled orders and the action of pick confirm only includes released orders.

Field or Control	Description
Group Picking/Shipping Default	Select to go to the Picking/Shipping Overrides page, where you can override the picking storage location and shipping parameters. The overrides entered through this link apply to all demand lines in the processing group.

Other Options

Field or Control	Description
Process	Select to process all the demand lines matching the entered search criteria, without viewing any details. The entered search criteria (request) is written to the staging tables to be processed by the fulfillment engine using the Fulfillment Requests process. If you have selected the Auto Schedule Processing check box on the Processing Defaults page of this workbench or the Setup Fulfillment - Fulfillment Engine page, then the Fulfillment Requests process is launched when you click this button. Note: Because the Process button immediately adds the information to the staging tables, it is not available once you have added data to the fulfillment queue. Go to the fulfillment queue and click the Process button to write the transaction request to the staging tables.
Add to Queue	Select to add search criteria to the fulfillment queue to be processed later. You can view the search criteria on the Fulfillment Queue page. When an order or demand line is selected and added to the fulfillment queue using the Orders link or Demand Line link, then a group level entry is automatically created in the fulfillment queue if one was not previously added from the Fulfillment Workbench page. In this situation, the group level entry has no selection criteria. This is done to meet the fulfillment engine's requirement for all detail segments to belong to a group ID on the transaction request being processed.
Clear	Select to clear any search criteria fields that have been populated.
Empty Queue	Select to remove all demand lines from the request.
Fulfillment Queue	Select to go to the Fulfillment Queue page, where you can view and edit the details of the current search criteria added to this request.
Orders	Select to go to the Orders page, where you can view and select individual orders for processing.
Demand Lines	Select to go to the Demand Lines page, where you can view and select individual demand lines for processing.
Ship Defaults	Select to go to the Picking/Shipping Overrides page, where you can override the picking storage location and shipping parameters. The overrides entered through this link apply to all demand lines in the transaction request.
Process Default	Select to go to the Processing Defaults page, where you can alter the fulfillment engine processing options applied to this request.