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English

This function to gives you instant insight in the "Status" of Sales / Service / Transfer / Assembly / Production order lines as quickly as possible by adding an icon to each line that show the status of that line. This helps you to focus on lines that need attention and what I need to work on to arrange things for them (e.g. purchasing them / warehouse actitvities, etc.)

How to Activate and configure

Activate this function using the page [Wholesale 365 Setup]

Behavior with this function activated

A column with Status is added to each Sales / Service / Transfer / Assembly / Production order line. The possible indicators are explained in the table below.

Indicator

Explanation

Saleslines and Serviceitemlines

Fulfilled

Fulfilled.png

Line Quantity = Shipped Quantity

Green

Green.png

Quantity is completely reserved from an Item Ledger Entry

OrangeOrange.pngImage Removed

Orange.pngImage Added

Quantity is completely reserved from a Purchase Order

RedRed.pngImage Removed

Red.pngImage Added

Quantity is not reserved

Orange/GreenOrangeGreen.pngImage Removed

OrangeGreen.pngImage Added

Quantity is partially reserved from a Purchase Order and partially from an Item Ledger Entry

Red/GreenRedGreen.pngImage Removed

RedGreen.pngImage Added

Quantity is partially reserved from an Item Ledger and partially not reserved

Red/OrangeRedOrange.pngImage Removed

RedOrange.pngImage Added

Quantity is partially reserved from a Purchase Order and partially not reserved

Orange/Green/RedOrangeGreenRed.pngImage Removed

OrangeGreenRed.pngImage Added

Quantity is partially reserved from a Purchase Order, partially from an Item Ledger Entry and partially not reserved

Green (Special)GreenS.pngImage Removed

GreenS.pngImage Added

Special Purchase order line has been received and Quantity = Line Quantity

Orange (Special)

OrangeS.png

Special Purchase order line exists for (part of) the Line Quantity

Red (Special)

RedS.png

Special Purchase order line does not exist

Or ange/Green (Special)OrangeGreenS.pngImage Removed

OrangeGreenS.pngImage Added

Special Purchase order line has been partially received and Quantity <> Line Quantity

Green (Direct)GreenD.pngImage Removed

GreenD.pngImage Added

Drop Shipment order line has been received and Quantity = Line Quantity

Orange (Direct)OrangeD.pngImage Removed

OrangeD.pngImage Added

Drop Shipment order line exists for (part of) the Line Quantity

Red (Direct)RedD.pngImage Removed

RedD.pngImage Added

Drop Shipment order line does not exist

Orange/Green (Direct)OrangeGreenD.pngImage Removed

OrangeGreenD.pngImage Added

Drop Shipment order line has been partially received and Quantity <> Line Quantity

Assemblyorderlines

Green (Assembly)GreenA.pngImage Removed

GreenA.pngImage Added

  • Quantity is completely reserved from an Item Ledger Entry

  • OR all corresponding Assembly Order Lines of Type = Item are Green (the full quantity of all lines is completely reserved)

Orange (Assembly)OrangeA.pngImage Removed

OrangeA.pngImage Added

  • Quantity is partially reserved from an Item Ledger Entry

  • OR all corresponding Assembly Order Lines of Type = Item are Orange (the full quantity is completely reserved from a Purchase Order)

Red (Assembly)RedA.pngImage Removed

RedA.pngImage Added

  • None of the Quantity is reserved from an Item Ledger Entry

  • OR all corresponding Assembly Order Lines of Type = Item are Assembly Order Lines of Type = Item are Red (Quantity is not reserved)

Orange/Green (Assembly)OrangeGreenA.pngImage Removed

OrangeGreenA.pngImage Added

  • When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Orange and some Items are Green

Red/Green (Assembly)RedGreenA.pngImage Removed

RedGreenA.pngImage Added

  • When [Item, Assembly Policy] = Assemble-to-Stock: Quantity is partially reserved from an Item Ledger and partially not reserved

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Red and some Items are Green

Red/Orange (Assembly)RedOrangeA.pngImage Removed

RedOrangeA.pngImage Added

  • When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Red and some Items are Orange

Orange/Green/Red (Assembly)OrangeGreenRedA.pngImage Removed

OrangeGreenRedA.pngImage Added

  • When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Orange, some are Green and some are Red

Productionorderlines

Indicator

Explanation

Fulfilled

Line Quantity = Shipped Quantity

Green

Quantity is completely reserved from an Item Ledger Entry

Orange

Quantity is completely reserved from a Purchase Order

Red

Quantity is not reserved

Orange/Green

Quantity is partially reserved from a Purchase Order and partially from an Item Ledger Entry

Red/Green

Quantity is partially reserved from an Item Ledger and partially not reserved

Red/Orange

Quantity is partially reserved from a Purchase Order and partially not reserved

Orange/Green/Red

Quantity is partially reserved from a Purchase Order, partially from an Item Ledger Entry and partially not reserved

Green (Special)

Special Purchase order line has been received and Quantity = Line Quantity

Orange (Special)

Special Purchase order line exists for (part of) the Line Quantity

Red (Special)

Special Purchase order line does not exist

Orange/Green (Special)

Special Purchase order line has been partially received and Quantity <> Line Quantity

Green (Direct)

Drop Shipment order line has been received and Quantity = Line Quantity

Orange (Direct)

Drop Shipment order line exists for (part of) the Line Quantity

Red (Direct)

Drop Shipment order line does not exist

Orange/Green (Direct)

Drop Shipment order line has been partially received and Quantity <> Line Quantity

Green (Assembly)

  • Quantity is completely reserved from an Item Ledger Entry

  • OR all corresponding Assembly Order Lines of Type = Item are Green (the full quantity of all lines is completely reserved)

Orange (Assembly)

  • Quantity is partially reserved from an Item Ledger Entry

  • OR all corresponding Assembly Order Lines of Type = Item are Orange (the full quantity is completely reserved from a Purchase Order)

Red (Assembly)

  • None of the Quantity is reserved from an Item Ledger Entry

  • OR all corresponding Assembly Order Lines of Type = Item are Assembly Order Lines of Type = Item are Red (Quantity is not reserved)

Orange/Green (Assembly)

  • When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Orange and some Items are Green

Red/Green (Assembly)

  • When [Item, Assembly Policy] = Assemble-to-Stock: Quantity is partially reserved from an Item Ledger and partially not reserved

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Red and some Items are Green

Red/Orange (Assembly)

  • When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Red and some Items are Orange

Orange/Green/Red (Assembly)

  • When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Orange, some are Green and some are Red

Limitations

The indicator will only be shown for Items that have “Assembly” as replenishment system, after the corresponding Assembly Order has been opened once, or after execution of JobQueue 11295073 “AutoRefreshCustomIndicator”.