The routine to release outstanding orders is as follows:
- Outstanding orders are selected for release, or maintenance/release.
- Various options are available within this module to provide for both manual and automatic selection.
- An insufficient stock report is generated either automatically or manually, which shows those titles with insufficient stock levels to fill all of their outstanding orders. This report can then be used to redistribute the available stock over the orders, if so required.
- A substitution function allows for the substitution of an outstanding title on all the customer orders that have that title, with another title. For example and old edition is replaced with new edition, in one transaction.
- The affected orders are retrieved and have the outstanding title replaced with the new title, with customer agreement. These orders can then be reviewed and selected for release when sufficient stock becomes available.
- If any doubt exists about the correctness of the orders marked for release, the Reset option is selected. This may relate to one or all warehouses.
- The O/S Order – Release/Update menu option releases the selected outstanding orders into the system for processing. Release is by order type and, if so required, for a specific warehouse only, to allow for greater control for invoice generation/print and for the scheduling of picking and dispatch in the warehouse. The order entries are validated, stock levels and warehouse allocations are updated and a credit check is performed against the customer’s outstanding balance.
- The invoice print is then generated using a printing facility in the Inventory Management module.
- Outstanding orders are purged based on their cut-off dates, plus their retention period (which is defined on the relevant system Control File).
- An Outstanding Orders Reporting function is available which details outstanding and lost orders.
OS order release by release date & hierarchy
Reset release selection (DSO027)
Update cutoff date for OS orders (DSO033)
Update expired OS orders (DSO700)
