Defining contract order fulfillment rules

You can define rules to manage how sales orders are automatically created from contract orders during delivery schedule processing.

About this task

Contract order fulfillment rules help ensure timely and controlled creation of sales orders from contract order. These fulfillment rules can determine:
  • Number Of Days In Advance To Create Delivery Scheduled Lines
  • Number Of Days To Avoid Delivery Scheduled Lines Creation
  • Safe Days To Fulfill An Order
  • Safe Days To Create Order For Missed Delivery Scheduled Lines

Procedure

  1. From the tree in the application rules side panel, choose Document Specific > Contract Order > Fulfillment > Fulfillment Rules.

The Fulfillment Rules: Contract Order window gets displayed in the work area.

  1. Enter the required information in the applicable fields. Refer to Table 1 for field value descriptions
  2. Click the Save icon.
    Table 1. Contract Order Fulfillment Field Value Descriptions
    Field Description Default value Scope
    Number Of Days In Advance To Create Delivery Scheduled Lines Days in advance to create delivery scheduled lines. 30 Enterprise or seller
    Number Of Days To Avoid Delivery Scheduled Lines Creation Delivery scheduled lines creation blackout window from the current date. 10 Enterprise or seller
    Safe Days To Fulfill An Order Minimum gap between order date and delivery date. 7 Enterprise or seller
    Safe Days To Create Order For Missed Delivery Scheduled Lines Safe days to consider that are earlier than the current date. These days are used to process missed contract delivery scheduled lines for the order creation. 3 Enterprise or seller