Order To Cash - SalesSales - Auto Update Sales Lines with linked Purchase Line reservationsActivate Auto Update Purchase Line reservationsThis function helps you manage your reservations more easily and without needing to recreate reservations manually. The default BC behaviour regarding “respecting” existing reservations is as follows: When items are purchased (due to demand from Sales orders and/or Service orders), this results in a purchase order line. Manual reservation (from sales to purchase or v.v.) creates a link between purchase and sales. Manual reservation is time-intensive. When the "Expected Receipt date" on the Purchase Order line (on which the reservation has been made) is updated to a date after the Planned Shipment Date of the Sales Order Line, an error message regarding date conflict follows. You then have to delete the reservation, adjust dates on sales, and then make a new reservation. This is very time consuming.
Conditions / preparations before start using this functionalityBase Calendar Code must be configured Make sure a Base Calendar Code is configured at the page [Company Information] Configure the Base Calendar and make sure your company's non-working days are configured properly. As these are taken into account whilst calculating the new dates to be entered in the date fields at the target lines from the Reservation Entries.
Behaviour with these functions activatedIf a Purchase order line is (partially) reserved: Reservations are kept intact when you update the Planned Receipt date and / or Expected Receipt date at a Purchase order Line. All target lines from all Reservation Entries are updated according to the settings as configured at this [Wholesale 365 Setup] page. ConfigurationActivate the primary “Auto Update” options for each Document Line type you want to use this functionality: “regular” Sales Lines, Drop Shipment Sales Lines, Special Sales Lines and/or Service Lines Activate if you want the “Auto Update” option to trigger on Open Sales orders and/or Open Service Orders Determine the Leadtime to be used for each of the activated Document Line types. Leadtime should be entered as “3D” (for 3 days) or “1W” (for 1 week) examples Leadtime is added to the date that's being keyed in, at the Purchase Line, whilst respecting the Base Calendar from [Company Information] You can use this Leadtime to add the internal inbound and outbound time your organization needs.
Determine which dates in the target Document Lines you want to be updated automatically when the Purchase Order Line is updated Determine for each of those dates if you want those dates to be manipulated Forward (further in the future) and/or Backward (closer to the present).
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Configuration of the Auto Update functionality at the BC "Wholesale 365 Setup" page. |
Sales - Advanced AutoReserveActivate Advanced AutoReserveThis function helps you balancing supply and demand, by creating reservations automatically for you. Reservations help to link Demand (Sales / Service) and Supply (Stock and Purchase). With Reservations you allocate "Free supply" to a certain Demand. This helps your organization to keep track of the part of the supply that's allocated and the part that's free available. The default BC behaviour regarding creation of reservations is as follows: Reservations have to be populated manually, which is time consuming. In addition, sales lines and service lines that are not yet fully reserved must be manually checked periodically and an attempt must be made to reserve them. For example, because availability has arisen between the moment of creating the sales lines / services lines and the current moment. Allocating that availability is therefore a continuous manual action.
Conditions / preparations before start using this functionalityDetermine for which type of demand you want reservations to be created automatically: for each of the following types you can activate the setting separately: Sales Order Lines Sales Order Lines - Special Order Service Item Lines
Determine if you want reservations to be created for documents with status “Open” as well. This is not always desirable, for example if your organization considers Open orders as not yet approved or not yet received as an order from the customer. In that case it is undesirable that reservations are made on Open orders, because these would then allocate freely available supply.
Behaviour with these functions activatedAutoReserve function is an automated version of the default BC Reservation functionality, with the following altered behaviour: ConfigurationOpen the page [Wholesale 365 Setup] and look for the “Automated Reservations” header Activate each of the following options as wished by your organization: Auto Reserve Sales Order Lines: once activated, this executes BC's AutoReserve action when entering a Quantity at line level Auto Reserve Sales Order Lines (Special Order): once activated, this executes BC's AutoReserve action using codeunit 11295064 that's should be scheduled in a Job Queue. This codeunit creates Reservation Entries via the Special Purchase Order Line that's linked to the Special Sales Order Line. Auto Reserve Service Item Lines: once activated, this executes BC's AutoReserve action when entering a Quantity at line level
(optionally) Enter “Auto Reserve Sales Period” / “Auto Reserve Service Period” parameter Use this when it is not always desirable to reserve automatically. Example: when you don't want to Auto reserve for orders that have to be delivered far into the future. Then you hijack free stock too early, and you might not be able to fullfill orders that are received at a later date from your customers, but are requested to be delivered earlier. Entering a parameter enables the following behaviour: Autoreserve is only executed when: the "Requested Delivery date" of the Sales line lies within the bandwith from the entered parameter value. the "Planned Delivery date" of the Service line lies within the bandwith from the entered parameter value.
Activate (part of) the “Auto Reserve Open Orders” functionalities if needed Activate (part of) the “Auto Reserve Sales Order on Release” if needed Activating this feature, will trigger AutoReserve on releasing the Sales order and/or Service order. This can be helpfull when your organization uses the release of an order as a sign that a reservation may be made. Usually you will not use this function in combination with the “Autoreserve on open orders” feature. When you activate this feature, you do not have to wait for the Job Queue to run for AutoReserve, but an immediate reservation will be attempted on that specific order.
Limitations: Auto Reserve respects the "Reserve" setting at line level: meaning that the Value (Never/Optional/Always) is taken into account when trying to AutoReserve Saleslines and/or Servicelines. Always = Always execute Auto Reserve Optional = Reserve manually by user (determine per line). Never = Line can’t be reserved (not automatically and not manually)
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Please note it is possible to enable Auto Reserve for lines where “Reserve = Optional”. If you want to enable this behaviour, you can use the “Auto Reserve Optional Orders” parameters at the Wholesale365 Setup page for this. You can use this feature for Sales Order Lines and , Service Order Lines. For Assembly Order Lines and Production Order Lines this functionality is not yet available. |
Auto Reserve respects the “Auto Reserve Sales Period” / “Auto Reserve Service Period” parameter, which can be entered at the Wholesale 365 Setup page as well. When “Auto Reserve Open Orders” is activated, the function ”Auto Reserve Orders on Release" cannot be activated. Because creating reservations upon release won't make sense, as reservations for Open Orders are already being created. When ”Auto Reserve Orders on Release" is activated, the function “Auto Reserve Open Orders” cannot be activated. Because the Release proces should be the trigger to create reservations for the orderlines.
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Configuration of the Auto Reservation functionality at the BC "Wholesale 365 Setup" page. |
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Configuration of the AutoReserve CodeUnit 11295064 |
Sales - Advanced AutoReserve combined with Customer Categories Activate Customer CategoriesIf enabled, availability is reserved on demand and the AutoReserve Priority is taken into account as specified for the relevant Customer Category of the Order Customer. The following applies: Priority 1 is assigned availability first, Priority 2 next, etc.. Behaviour with this function activatedFirst, reservation entries are created for order lines where possible, for customers with order lines AutoReserve Priority 1 This is then repeated for customers with AutoReserve Priority 2
ConfigurationEnable Customer categories (1). Then define categories (2). Auto Reserve Priority 1 is the highest priority. First, reservations are created for item lines of orders where the customer has Priority 1, then Priority 2, etc.
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Enable Customer categories (1), and then define categories (2). Auto Reserve Priority 1 is the highest priority. First, reservations are created for item lines of orders where the customer has Priority 1, then Priority 2, etc. |
Sales - Status indicator (Sales lines, Service Lines, Transfer order lines, Assembly order lines, Production order lines)Activate Status IndicatorThis function to gives you instant insight in the "Status" of Sales/Service/Transfer order lines as quickly as possible by adding an icon to each 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 actities, etc.) Behaviour with these functions activatedWhen activated, a status column is added to the Sales and/or Service and/or Transfer order lines. ConfigurationActivate the primary “Show status in …." options as desired Activate the “ Downdrill Transfer order reservation” option if needed If desired, use the “Import Icons” option to import custom Icons for each status to meet your organizations needs.
Functional explanation Please check this page for a more detailed explanation: Wholesale365 Status Indicator Image RemovedImage Added |
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Activate Status Indicator at Sales and/or Service and/or Transfer order lines, Assembly order lines and/or Production order lines |
Sales - Create Warehouse Shipments and Warehouse Picks automaticallyActivate Auto Create Warehouse Shipments and/or Warehouse PicksThis function ensures that you no longer have to monitor the released Sales Orders yourself and check your orders for deliverability. And you have to create Warehouse Shipments yourself for those Sales Orders that are (partly) available. Once activated, Warehouse Shipments and Warehouse picks will be created automatically for your Sales Orders, taking into account the parameters as entered at the Wholesale 365 Setup page. This feature helps to provide customers with the goods they have ordered as quickly and optimally as possible, because this feature will help to maximize the number of shipments and provide customers with the goods requested as soon as possible and therefore maximize turnover. The default BC behaviour regarding creation of Warehouse Shipments and Warehouse Picks is as follows:Warehouse Shipments and Warehouse Picks have to be populated manually, which is time consuming. Warehouse Shipments can be created manually while the choice the user makes is not always logical, sometimes it is better to ship other Sales Orders first.
Conditions / preparations before start using this functionalityAdvanced warehouse configuration in BC must be set up to use this functionality.
ConfigurationActivate AutoWarehouse Shipments Determine whether it is desirable to also create Warehouse Shipments Automatically when there are order lines that contain reservation entries on Assembly Orders. By default, BC does not create a warehouse shipment if there are still open Assembly Orders, because it is assumed that the Assembly Orders are first reported as completed before the warehouse shipment is created. With this feature enabled, Warehouse Shipments are also created when there are still open Assembly Orders for one or more order lines.
Determine the number of days in advance when you want the Warehouse Shipment to be created (example: 3D). Once the Sales Header, Requested Delivery Date will be within 3 days from the Working Date, the Warehouse Shipment will be created Determine if you want Warehouse Shipments to be created for Sakes Orders / Shipping advice combinations: Shipping Advice Partial: Will result in partial Warehouse Shipments as well, and thus increase in number of Warehouse Shipments Shipping Advice Complete: Will result in only complete Warehouse Shipments as well, for the entire Sales Order Both: For Shipping Advice Partial and Complete
Behaviour with these functions activatedWarehouse Shipments and / or Warehouse Picks are automatically created. This happens periodically by executing a scheduled Job Queue. LimitationsAdvanced warehouse configuration in BC must be set up to use this functionality; Warehouse Shipments are not automatically created when a Sales Order has Sales lines for multiple locations and the shipping advice is complete, Because multiple locations in one Sales Order by definition means multiple shipments,
ConfigurationOpen the page [Wholesale 365 Setup] and look for the “Sales Orders: Warehouse Shipments and Warehouse Picks” header Activate each of the Determine whether you want to use the automatic creation of Warehouse shipments in combination with the Status Indicator functionality If the option "Only create with status Green (Assembly)" is activated, the status of the sales order line is respected. The shipping advice of the sales order is also taken into account. Take into account that when “Automatically create when shipping advice = Full + Partial” is selected, this can also result in Warehouse Shipments being created for Sales Orders with “Orange” or “Red” lines, for example. Because in that case, there may be a possible partial shipment.
If this option is not activated, an attempt is made to create a Warehouse shipment for all sales lines (taking into account the other parameters and the shipping advice of the sales order)
Behaviour with these functions activatedWarehouse Shipments and / or Warehouse Picks are automatically created. This happens periodically by executing a scheduled Job Queue. LimitationsAdvanced warehouse configuration in BC must be set up to use this functionality; Warehouse Shipments are not automatically created when a Sales Order has Sales lines for multiple locations and the shipping advice is complete, Because multiple locations in one Sales Order by definition means multiple shipments,
ConfigurationOpen the page [Wholesale 365 Setup] and look for the “Sales Orders: Warehouse Shipments and Warehouse Picks” header Activate each of the options in this chapter as wished by your organization: Make sure to schedule Job Queues 11295068 BBS_AutoWarehouseShipment and BBS_AutoWarehouseShipment11295069 BBS_AutoWarehousePicks By default, those will be scheduled once every day (= once every 1320 minutes)
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Activate Auto Create Warehouse Shipments and/or Warehouse Picks |
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Schedule Job Queues11295068 BBS_AutoWarehouseShipment11295069 BBS_AutoWarehousePicks |
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