Using Automation for Fulfillment Requests

You can choose to automate the creation of fulfillment requests only, or, both the assignment of fulfillment locations to sales order lines and the creation of fulfillment requests.

When you automate the creation of fulfillment requests only, consider the following:

• If you check either the Sales Order Approved or Payment Hold Released boxes, or both, the Expected Ship Date Is Reached box appears as read only. Fulfillment requests are created after the sales order is approved or the payment hold is released on the sales order.

• If you check the Expected Ship Date Is Reached box, the Sales Order Approved and Payment Hold Released boxes appear as read only. Fulfillment requests are created when the expected ship date on the sales order line is reached.

• The Expected Ship Date Is Reached option is only available for shipping orders.

• If you select the Expected Ship Date Is Reached option, the Expected Ship Date field on the sales order must have a date for fulfillment requests to be created.

• When the expected ship date is changed or populated, fulfillment requests are scheduled to be created on the new expected ship date.

When you automate both the assignment of fulfillment locations to sales order lines and the creation of fulfillment requests, consider the following:

• The business events you checked under Automatic Location Assignment also determine when the Fulfillment Request Creation process runs. Fulfillment requests are created after automatic location assignment has run.

  Note:

  If you want to use automatic location assignment, you also need to complete additional setup steps to ensure fulfillment locations are assigned automatically. See Automatic Location Assignment for more information.

• If you select both automation processes to run, you should also select the option to rerun the automatic location assignment process . Check the Run Automatic Location Assignment Before Fulfillment Request Creation at End of Wait Period box.

• If you select the Expected Ship Date Is Reached option, fulfillment requests are created when the expected ship date occurs.

Differences Between Today and Future Date Expected Ship Dates

When you select the Expected Ship Date is Reached option, the expected ship date can be today or a future date.

If the expected ship date is a future date, consider the following:

• Fulfillment requests are created at 12:00 a.m. on the expected ship date. The system uses the UTC time zone.

• If the Supply Allocation feature is also enabled, supply may be reallocated at any stage before the expected ship date is reached.

  Note:

  See Supply Allocation for more information about the Supply Allocation feature.

If the expected ship date is today, consider the following:

• If only Fulfillment Request Creation is selected, fulfillment requests are created today only after the sales order is approved or the payment hold is released.

• If you select both automation processes to run, fulfillment requests are created today after automatic location assignment has run.

• Automation Overview
• Fulfillment Request Creation

General Notices