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.)

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. If a transfer order cannot fulfill an order in its entirety, the system moves to the next transfer order in the sequence. If no transfer orders can fulfill the order and it is chosen as the Priority Order Type, the system chooses the transfer order first in the sequence. Click Move up or Move down to change the sequence.
From warehouse	Select the warehouse to consider generating a transfer order from.

FIELD

DESCRIPTION

Processing sequence

The processing sequence determines which warehouses to create a transfer order from first.

If a transfer order cannot fulfill an order in its entirety, the system moves to the next transfer order in the sequence.
If no transfer orders can fulfill the order and it is chosen as the Priority Order Type, the system chooses the transfer order first in the sequence.

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.

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