New orders can be entered directly to the Forward Order system, where they are stored until a release date comes into effect and the orders are released to the system. This enables the customer to reserve the stock ordered and determine when the order can be processed. An order’s release may also be generated through the use of the Release order function key.
Item substitutions are allowed if a forward order does not have enough stock and there is insufficient stock of the substituted item to fill the forward order quantity. If there is insufficient stock of the substitute, the original item remains. Allow for Substitution field must be flagged Y=Yes to allow for item substitutions.
Picking entry allows for orders to be corrected for invoice printing if variances exist between the file and the actual stock values. The posting to the customer balances occurs after the goods are picked and dispatched and the production of the invoices has taken place.
- In the menu, expand Distribution > Order Processing & Billing > Order Processing > Order Entry > Via Picking Slip > Order Types and then double-click PS Forward Order Entry. DSE005A Forward Orders – Picking Slips panel appears.
- Enter the order header information, as necessary. Release for the order date must be entered.
- Click OK to access the Order Detail panel.
- Enter the order details, as necessary. The following fields on the Order Detail panel are specific to this program.
| Field | Description |
| SFO | This is the quantity on the schedule forward order. |
| O/S | This is quantity which is outstanding. |
| Rls | This is the total quantity released to the system. |
- Click function Rls Ord to release the forward orders into the system.
