Fulfillment Order Policy
- Megan Stanage (Unlicensed)
- Megan Stanage
Global order promising > Setup > Automatic fulfillment > Fulfillment order policy
The Fulfillment order policy form allows you to create policies, which contain groups of items, a vendor, a warehouse, and a date range.
These policies can be run through the Create Suggested Fulfillment Orders job to automatically create suggested purchase or transfer orders.
Header
| FIELD | DESCRIPTION |
|---|---|
| Fulfillment order policy | Name for the fulfillment order policy. |
| Description | Description of the fulfillment order policy. |
| Enabled | Turn on this toggle to enable the policy, making it usable. |
| Priority order type | The order type to prioritize when creating suggested fulfillment orders: Purchase order or Transfer order. |
| Vendor account | The vendor account number. Note If you are using the Approved Vendors functionality, the vendor account must be approved for all items added to the policy. |
| Number of days past due | How many days back the policy should look for demand to create fulfillment orders. |
| Number of lead days | How many days ahead the policy should look for demand to create fulfillment orders. |
Default warehouse | The warehouse configured to receive the purchase order. |
Fulfillment Order Policy Lines
This section displays all items that match the selected policy.
| FIELD | DESCRIPTION |
|---|---|
| Create fulfillment order policy lines | Click Create fulfillment order policy lines in the ribbon to open the Create fulfillment order policy lines flyout window. Populate items into the fulfillment order policy through the use of a query, which makes the process easier if items are grouped by policy name. (See the Create Fulfillment Order Policy Lines section below.) |
Transfer Considerations
This section displays all transfer order considerations.
| FIELD | DESCRIPTION |
|---|---|
| Processing sequence | The processing sequence determines which warehouses to create a transfer order from first.
Click Move up or Move down to change the sequence. |
| From warehouse | Select the warehouse to consider generating a transfer order from. |
Create Fulfillment Order Policy Lines
Global order promising > Periodic tasks > Create fulfillment order policy lines
This periodic job accepts Fulfillment order policy as a parameter (the policy to update) and allows you to adjust an item query to designate what items should be included in the policy.
The job checks if the items are part of the fulfillment order policy and adds them if they are not.
This job is only additive; it only adds items meeting the query criteria that are not in the fulfillment order policy. Item removal must be done via the Fulfillment order policy form.
