All outstanding orders, or only specified types of orders, can be automatically released from a particular warehouse by outstanding order document type and various other optional selection criteria.
When no maintenance is required for titles or specific customers, this option can be used to flag titles for release. This can be by Outstanding Order Type, Warehouse, Branch, Type of Sale, Backorder Reason, Sales Rep, Carrier, Run Number or scaling by FIFO, Even or Proportional. The stock availability calculation is used for the selection of automatic release and consists of Y/N flags which instruct the system to take into account the outstanding order quantity already recorded for backorder, forward order, and reservation order Outstanding Order Types.
A flag on TMSDS/OS-ISA instructs the system to either release or not release titles with insufficient stock. This Control File also carries the instruction to automatically generate an Insufficient Stock report. The Insufficient Stock report can also be requested on demand. The stock availability calculation for the selection of Automatic Release and Release by Hierarchy is based on the following formula:
Stock availability = Stock on hand minus Stock quantity in progress minus Stock quantity on reserve minus Stock quantity on backorder minus Stock quantity on forward order.
This is a user defined formula on TMSDS/DS-SOHA, which is set up for each outstanding order type. At time of outstanding order release the relevant formula is used, based on the outstanding order type that has been chosen for release.
When item & warehouse is allowed negative stock as per the setting on TMSDS/WH-SNEG, the system will release backorders even if stock is not available.
When ‘Partial delivery by line’ is not allowed and there is not enough stock available to fulfil an order line, the line will not be selected.
This process is subject to User Access Restrictions. Refer to User Access/Restrictions
documentation for more information on this feature.
- In the menu, expand Base Modules > Distribution > Order Processing & Billing > Outstanding Orders > Maintenance/Selection and double-click OS Selection: Automatic (All). DSE205A Outstanding Order Release panel appears.
| Field | Description |
| Outstanding document type | Select the outstanding document type for which maintenance is being done. |
| Warehouse | The existing Warehouse on selected Outstanding Orders can be overridden. |
| Branch | Entry of a branch code or a range of branch codes is optional. |
| Type of Sale | Defaults to ** = All but can be overridden. |
| Include/Omit/All (I/O/A) | This relates to the Type of Sale (TOS). Specified TOS codes can be included, omitted or all can be used. If I or O is used, at least one TOS code must be entered in the TOS field. I = Include only those orders with the TOS codes entered previously, for O/S order release. O = Omit those TOS codes entered from O/S order release. A = Ignore the entered TOS codes as All means take all TOS codes regardless of previous selections. |
| Exclude source of order | This is used to exclude source of transaction codes from the Outstanding Order Release. Up to 5 codes can be excluded. To ignore this exclusion enter ** in the field. |
| Title backorder reason |
This code identifies the reason why an order has been placed on backorder, for example Out of Production. This field is very important when releasing titles that are flagged as Always Backorder (such as Not Yet Released titles). Release will then be only for Always Backorder tittles with the specific backorder reason. |
| Sales rep | The Rep code defaults from the Customer Masterfile and can be overridden to indicate the rep responsible for this order. When the order is completed the sale is recorded against this sales rep. A sales rep entry is mandatory for customers that are sundry debtors or cash sale accounts as defined in TMSDS/OE-SLRP. |
| Carrier | The Carrier code defaults from the Customer Masterfile and can be overridden. A Carrier code identifies the freight carrier responsible for shipping/delivering the goods to the customer. Backorders and Forward Orders can be released for a specific Carrier. |
| Run number | An optional entry to assign the order to a freight delivery run. |
- Enter the Outstanding Document Type and Warehouse and any other optional selection criteria and click OK. The orders are released and a report generates giving details of the released orders.
