SO-E Release Sales Orders
Purpose of Program
Use this program to release line items for invoicing or for selective printing on packing lists. When doing so the program will check stock and will automatically backorder items that are not available to ship. Order quantities and backorder quantities can be overridden.
When items are released, the Ready to Invoice? flag in the sales order header is set to Y and each of the released line item’s Release? flag is set to Y. Any items flagged in this manner will be included in packing slips and invoices. (Packing slips can be specified to ignore release flags if you want to print all items on the sales order). You can accomplish the same thing by making these changes directly within the sales order.
General Program Operation
Enter the number of the sales order you want to release, or press F2 (or click on the Lookup button) to choose from a list of open sales orders. The header information pertaining to that sales order will be automatically displayed. A Ship To button will be displayed and if you click it, you can review and edit the Ship To address which can be useful if an order has multiple shipments to different destinations. You are next asked Release all Lines? If you indicate yes, the cursor will move to the Include Backorders? prompt. If you want backorder amounts moved into the Ship Qty field and therefore included in the release, check the option. If backorder amounts are not to be released, leave the checkbox blank. The cursor then moves to the Release thru Est Date field. If you want to release items up through a specific Estimated Ship Date, enter the appropriate date. This date range feature is useful when releasing scheduled or blanket orders.
You are next asked Display Comment Lines? If you indicate yes, comment lines will be displayed in both the entry area and in the display window. If you don’t want the comment lines displayed, leave the checkbox blank.
If you want any comment lines following a released line item to be automatically released with it, check the box for Auto Release Comments? If you want to see line items that have been completely shipped, check the box to Display Shipped Lines? Otherwise, completely shipped lines will not be included in the display window. Click the Release button and the lines will be displayed.
Line Item Entry Area
The line items within the data range selected will be displayed. Check the Release? box to release lines. To make any changes to released or backordered quantities, highlight the line and click Edit. Enter the quantity to be shipped in the Ship Qty field. Any remaining items on the line will be moved to the Backorder. Depending on the Release Qtys Greater than On Hand setting in SD-M, the system will check available stock and warn or prohibit release and move parts to backorder accordingly. Save the line to return to the list of lines to edit another.
If you had not checked the box for Auto Release Comments?, you can manually release any comment lines following each line item that you want printed on the packing slip or invoice. Once all lines and quantities are correct, click Save
Entering Shipping Information
The cursor moves to the Ship Via field. If the method of shipment has changed since the sales order was originally entered, enter the correct shipping method, which prints on packing slips and invoices. The Shipper Number is automatically assigned by the system, but can be overridden. You can set the next shipper number in SD-R. If the Set Invoice same as Pack Slip is set to Y in SD-M, the next invoice number will automatically be assigned as both the invoice and Shipper number.
Enter the Ship Date (optional). If left blank, invoices will still be assigned a ship date when printed through SO-F, Print Invoices. Enter any Freight, if applicable. The screen will then clear and the cursor returns to the **SO# **field. If the Enter Ship Tracking # in SO-E? is set to Y in SD-M you will be prompted for a tracking number (up to 40 characters) and freight carrier which can print on the pack slip and invoice.
To exit this program, press Esc while in the blank SO# field and you will be returned to the Sales Orders menu. You can now print and post invoices for any items on hand that you have released or you can print packing slips limited to just the items that are released.
Features & Options
If you are using the Features & Options module, you can release a partial quantity on a parent product without having to individually release all its options.
When you release a partial quantity, you are asked if you want to change all the options proportionately. If you indicate yes, all the option quantities will be changed in succession in direct proportion to the change made to the parent product.
Selling Kits
If the order includes a type K Selling Kit, you can release a partial quantity on a parent product without having to individually release all its components.
When you release a partial quantity, you are asked if you want to change all the components proportionately. If you indicate yes, all the component quantities will be changed in succession in direct proportion to the change made to the parent product.