Schedule Orders with CWC or ASAP Fulfillment Status

Use this routine to manually change the fulfillment method of unscheduled sales orders from Customer Will Call or As Soon As Possible to either Estimated or Scheduled. Use the search criteria to locate the desired order(s), then update the order(s) as needed directly in the grid. The updated line is validated against the process’s own requirements and against route capacity settings. If the line does not pass validation, an error message is presented. Service Orders and Exchanges are not included in the search results.

To schedule an order, use the grid to make the necessary updates, then click the associate Update button. If the requirements for the update have been met, the order is scheduled and disappears from the grid.

Use this field to select the ship location(s) or use the Action button to select multiple ship locations via the Multiple Location Selection Window. This field defaults to all locations.

This field is not subject to location restrictions. All users may access all locations.

Check the box(es) to select the order's fulfillment status. Choose from As Soon as Possible and/or Customer Will Call. Check both boxes to include both types of fulfillment statuses in the search results.

Check the box(es) to select the order's fulfillment method. Choose from Delivery and/or Pickup. Check both boxes to include both types of fulfillment methods in the search results.

Check this box to include only orders that are paid in full. This includes the financed amount. If checked, values in the Order Balance column show as zero or a negative balance.

Check this box to include only orders that are fully reserved. Since the search results are based on fulfillment method, split ticket orders may appear twice: one time for the delivery portion of the order and another time for the pickup portion of the order.

Click the Select Orders button to initiate the search. Results are populated in the grid.

This grid displays the search results based on the defined criteria. Service Orders and Exchanges are not included in the search results. The default sort order of the results is by Order Number, although the grid can be sorted based on user preference. This grid cannot be filtered.

Since the search results are based on fulfillment method, split ticket orders may appear twice: one time for the delivery portion of the order and another time for the pickup portion of the order.

Order - The order number displays.
Maintenance - Click this button to open the associated sales order, where it can be viewed or updated. Once the update is completed, you are returned to this grid, which is refreshed automatically with the updated information. If the order is modified so that it no longer meets the search criteria, the line is removed from the grid.

If this button is invoked, any entries made to that grid line are ignored.

Fulfillment Method - The order's fulfillment method displays.
Original Status - The status of the order when originally created. This will always display as either ASAP (As Soon As Possible) or CWC (Customer Will Call).
New Status - Use this drop down to update the order's status to either EST (Estimated) or SCH (Scheduled). You cannot change an order to ASAP or CWC using this column.
Route Code - This is a drop down list that allows the selection of a delivery route code. This field is required for deliveries. This is only applicable when the Fulfillment Method is DLVY (Delivery). If this column is changed, the delivery date on the line is cleared and a new date must be entered based on the new route code.
Scheduled Date - This is required to schedule a pickup or delivery order. Click the associated extra action to choose a scheduled date using the Select a Fulfillment Date window. This date is subject to route capacity and ATP restrictions.
Ovr - Click this button to use the Override a Capacity Date window to select dates for routes that are over capacity. User security associated with overriding a capacity date is required.
Update - After all other information has been entered for this order, click this button to schedule the order. If the update passes the requirements to be scheduled, the order is scheduled and removed from the grid. If any required information is missing, an error message appears detailing the issue.
Ship Locn - Displays the ship location.
Order Amount - The total amount of the order displays.
Order Balance - The balance amount on the order displays, if any.
Fully Rsvd - A check in the display-only check box indicates that the order has been fully reserved, while no check indicates that the order contains unreserved items.
Customer - The customer name displays.