Defining fulfillment rules

You can define generic rules to use at order fulfillment time.

1. From the tree in the application rules side panel, choose Document Specific > (Document Type) > Fulfillment > Fulfillment Rules.

The Fulfillment Rules window displays in the work area.

2. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.
3. Click the Save icon.

   Table 1. Order fulfillment window.

   Order fulfillment field value descriptions

   Field	Description
   Order Controls
   A line can be fulfilled from a single node only	Check this box if you want any quantity of an order line to be shipped from the same ship node. Checking this enables the three checkboxes below to be checked.
   For lines with a firm predefined ship node:
   When the line is partially backordered or unscheduled, split it into two separate lines so that a different ship node can be selected for the new line	Check this box if you want Sterling Order Management System Software to automatically split partially backordered or unscheduled lines into two separate lines. This allows the user to manually assign a new ship node for the backordered portion of the line, so that the entire original order line may be shipped.
   For lines without a firm predefined ship node:
   When the line is partially backordered or unscheduled, split it into two separate lines so that the sourcing logic can determine an alternate ship node for the new line	Check this box if you want Sterling Order Management System Software to automatically split partially backordered or unscheduled lines into two separate lines. This allows the backordered portion of the line to be scheduled and potentially find a new ship node so that the entire original order line may be shipped.
   When a line is backordered, backorder against the highest priority ship node.	Check this box if you want Sterling Order Management System Software to automatically select the ship node that is highest in the sourcing priority in case of backorder, if the order has ship node specified on the order line, the order will get backordered with the specified ship node.
   When reserving or scheduling a product line, use node from the work order	Check this box if you want Sterling Order Management System Software to use the node specified on the work order when reserving or scheduling a product line, if no ship node has been specified on the order line, or if the node is non-firm. If a ship node is specified on the order line, Sterling Order Management System Software uses that node over the node specified on the work order.
   Allow scheduling of a product line that is part of a work order, before appointment is taken.	Check this box if you want Sterling Order Management System Software to allow order lines with delivery method set to Delivery to be scheduled when an appointment has not yet been taken on the associated service work order. Note: If scheduling and releasing the order line at the same time, the order line is not scheduled, even with this flag enabled.
   Reservations
   Attempt to reserve the complete quantity of an order line.	Check this box if you want Sterling Order Management System Software to try to promise the complete quantity of an order line against reserved inventory. For example, if an order line is placed for quantity five, and reserved inventory of quantity three is available, then Sterling Order Management System Software reserves quantity three of that order line.
   Reservation is mandatory for the complete quantity of an order line.	Check this box if you want Sterling Order Management System Software to always try to use reserved inventory for the complete quantity of an order line. If it is not possible, an error is thrown.
   Inventory reservations created for a specific date are valid for all orders with the same or future ship date.	Check this box if you want to allow orders to be promised against inventory that is reserved for a date anterior to the requested ship date. For example, if an order is placed with a requested ship date that is three days in the future, and if reserved inventory is available two days in the future, Sterling Order Management System Software enables the order to use that inventory if this is checked. If this not checked, only inventory reserved for the same day as the requested ship date is allowed to be used for order promising. Note: This field is primarily for backward compatibility issues.
   Suppress the validation of reservations on order line modifications.	Check this box if you do not want Sterling Order Management System Software to check for reservations for existing reserved quantity when a modification is made to a previously reserved order line. For example, if an order line that has been reserved at Node 1 is modified to be sourced from Node 2, Sterling Order Management System Software does not check Node 2's inventory to ensure it can be reserved there. Note: This field is primarily for backward compatibility issues.