This program releases selected outstanding orders for processing. Normal order validation and credit checking takes place prior to conversion into invoices or picking slips. The outstanding orders are released based on the following conditions:
- Orders are not released if the customer does not accept partial delivery by order (PN) and one of the titles on the order is not available. All lines on the order are backordered.
- Orders are prevented from merging if they have a window date.
- Orders do not merge when the consolidation flag is X for allow merge by Billing number. Orders must have the same order number to merge.
- Backorders will merge even if special instructions are not the same as the main order.
- The total invoice quantity is passed to DSO945 to calculate freight by invoice quantity.
- The release attempts to merge non-merge customers if the customer reference (order number) is the same.
- Order can be merged if the overridden address is the same.
- EDI orders are always released regardless of Title Class selection or User Access as an EDI order must release in full.
- In subscription release credit lines can be generated for FSP printed items.
- Negative quantities are released if a non stock item is used.
- If an “allocated document number” is assigned to a backorder it is passed from the backorder to the released order.
- Sets the picking method to “D” (Direct Invoicing) on the transaction detail file for non-physical warehouse. If all the lines on the released transaction are for nonphysical warehouse then the picking method on transaction header is also changed to “D” and the immediate document print flag defaults to the setting in TMSDS/TR-IDOC. The immediate picking slip print flag is then reset to be the same as immediate document print flag, as it is done in Order Entry for picking method “D”.
The document printing feature allows printing by document type. Changes can be made prior to the order being released to picking method, document print, freight charges, order categories for picking and preferred delivery dates. This is particularly useful if errors have been made during order entry. Automatic Pack/System makeup for EDI orders is taken into account by this process as well.
If the Outstanding document type is Standing Orders Type, the Override Released selection criteria of Cut-off Date can be changed to be Preferred Delivery Date by setting up TMSDS/DSO026A3 accordingly. TMSDS/DSO026A4 determines whether or not to allow a Type of Sale override during O/S Release. TMSDS/OS-PLCYO defines the backorder release policy by Title Hierarchy allowing for overriding this policy. Orders can be split by Sales Rep and by Agent depending on the setting in TMSDS/OS-PLCY and TMSDS/OS-PLCYO.
When backordered lines are released and picked before the original order is completed, they can merge with the original backordered lines into one line, adjusting the backordered and delivered quantities. Reservation orders can be reduced for all types of outstanding orders except for reservation type orders. The carrier code is determined by TMSDS/OS-CARR.
Before generating the bonus item it checks that a bonus item has not been generated with the original or any subsequent release of that order. If multiple orders are merged together the duplicate check ensures only one bonus item is supplied.
- In the menu, expand Base Modules > Distribution > Order Processing & Billing > Outstanding Orders > O/S Orders Release and double-click OS Orders: Release/Update. DSO026 Outstanding Order Release panel appears.
| Field | Description |
| Outstanding order type | Select a valid Outstanding order type for release. |
| Stock available type | This is the type of order available for stock release, for example, normal order stock, forward order stock, backorder stock, etc. |
| Logical warehouse | Logical warehouse for o/s order release. |
| Physical warehouse | Physical warehouse for o/s order release. |
| Item class type/code | Item classification type and code for o/s order release. |
| Customer number | Optional entry. |
| Picking method | This is the method used to pick the stock. In Outstanding Order Release it indicates whether goods on a customer order are to be picked from the invoice or from the picking slip. |
| Immediate picking slip print | Yes, to immediately generate a picking slip once the order has been processed. No, do not generate a picking slip immediately. In Outstanding Order Release the order instructions can be changed or by ticking the “Same” option the instructions remain as recorded when the order was captured. |
| Minimum invoice charge flag | Select whether a minimum invoice charge is to apply. |
| Hold for minimum value flag | This Y/N flag determines whether this order value is to be checked and consequently held if it is below a set minimum value. In Outstanding Order Release there is an opportunity to override the flag on the order. If the same instructions on the order are to apply to the orders being released tick the “Same” option. |
| Auto freight charge flag | A minimum order freight charge is generated in the same way as done for order entry. This flag defaults according to the set up in TMSDS/DSO026A. If auto freight charge is Yes the program refers to TMSDS/MIN-CHG and generates freight as required. The original order setting defaults (Same) and can be overridden at this point by selecting Yes to generate freight or No do not generate freight or apply freight manually. Freight charge will only be calculated on titles that are flagged as freight applicable in the Title Masterfile. The freight charge shows as a separate line using a non stock title. |
| Freight charge basis | This adds a freight charge basis or freight charge value on all invoices in that run, if the customer is flagged with freight charge Yes. If you selected Yes or Manual in the Auto Freight Charge flag field, prompt and select a valid freight charge basis code. |
| Freight charge rate/value | In Order Processing and Outstanding Order Release the freight rate or value is mandatory if Manual is selected in the Auto freight charge field. Depending on the freight charge basis this field may contain a (F) fixed amount, (K) amount per weight unit or (V) a percentage of invoice value. |
| Document sub type | A document sub-type is a sub classification of a document, for example, for Invoices there can be multiple sub-type documents such as claims, etc. Entry of a document sub type is mandatory in Order Processing and Outstanding Order Release. |
| Order category for picking | The order category, as determined in the warehouse database. |
| Cut-off date | In Outstanding Order Release this is the date the customer would prefer delivery of goods. The date defaults from the original order but can be overridden. If a Standing Order Type has been selected this field can be either the Preferred Delivery Date or Cut-off Date. Which field displays depends on the setting in TMSDS/DSO026A3. |
| Type of sale | Type of sale for o/s order release (optional). |
- Enter the required fields and click OK. Orders are released according to the criteria entered in the above screen. A report is generated showing all release details. The Book Publishing Distribution Link, Release Selections & Update menu option runs the same process as outlined above to release orders to the warehouse.
