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.) Activate this function using the page [Wholesale 365 Setup] Image Added |
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Status Indicator in Salesorderlines |
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. Other featuresEnabling the Status Indicator feature, will enable some other features as well. These are described below. FactboxesThis feature also adds an informative factbox to the Sales lines at the Sales Order Card (42). The values in the factbox can help you to manage your open orders better and to help understand the balance between supply and demand. Image Added |
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Factbox with item and inventory details |
Filter possibilitiesThe Indicator value can be used to filter as well. Custom filters can be used to to gain insight into exceptions, and help you to focus on lines that need your attention. You can add custom filters to the following pages: Sales Order Subform (46) Sales Lines (516) Service Lines (5905)
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Filter at the Sales Order Subform page |
Job queue to recalculate the indicator valueWhen you activate the Advanced Autoreserve functionality as well, this could mean that indicators are changing in the background. For example, through automatic processes that influence the (free) stock. Think of warehouse receipts or EDI. In that case it is wise to have the JobQueue 11295073 "AutoRefreshCustomIndicator" executed periodically. This recalculates the value of the Status Indicator. This can be useful when reporting to customers regarding order progress or order status. Image Added |
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When installing the app, JobQueue is automatically installed and set up as shown in the image . It is advisable to further parameterize this as needed. |
Indicator ExplanationsIndicator | | Explanation |
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Saleslines and Serviceitemlines | 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 | Or ange/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 | Assemblyorderlines | Green (Assembly) | | | Orange (Assembly) | | | Red (Assembly) | | | 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
| Productionorderlines |
Indicator | Explanation |
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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 reservedSpecialSpecial 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 Image Added | All corresponding Production Order Lines of Type = Item are Green (the full quantity of all lines is completely reserved) | Orange ( | AssemblyQuantity is partially reserved from an Item Ledger Entry OR all corresponding Assembly Image Added | All corresponding Production Order Lines of Type = Item are Orange (the full quantity is completely reserved from a Purchase Order) | Red ( | AssemblyNone of the Quantity is reserved from an Item Ledger Entry OR all corresponding Assembly Image Added | All corresponding Production 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 Production) | Image Added | Check the corresponding Production 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: Production) | Image Added | Check the corresponding | Assembly Production 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 Production) | Image Added | Check the corresponding Production 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 Production) | Image Added | Check the corresponding Production 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”. |