Following a Sales Order Through OM33

The first example goes through the various messages that display in the 'Unscheduled Orders' section of OM33 and to explain why some Orders print and others do not.

Example 1:

The Threshold Percent Table in Company Control Initialization (CC00/Order Entry -> Order Management Parameters) is set up as follows:

Outstanding
Order Value		 Percent of Dollars
Fillable at Earliest Ship Date		 Percent of Dollars
Fillable at Required Ship Date		 Percent of Dollars
Fillable at Last Ship Date
0 100 100 100
400 30 5 0
750 75 10 0
1000 50 30 0

The Threshold calculations are determined as follows:

  • The Order contains a Product with 5 items in stock. The unit price of the item is $50.00, and a quantity of 20 items are ordered.

  • The total order value (not Cancelled or invoiced orders) = $1000.00

  • The current shippable value = $250.00

  • The current percentage = 250 / 100 *100 is 25%

  • The Sales Order dates are as follows:

      Order: June 10
      Earliest: July 19
      Required: Aug 30
      Cancel: Oct 30

Here is what happens in OM33:

Enterprise run date Unscheduled Orders panel Reason
June19 Not Shippable Future Order
July 10 Too early to ship Prior to Earliest Ship Date
July 11 Not enough stock to ship Threshold is not met
July 19 Not enough stock to ship Threshold is not met
Enter a PO for 1 unit to be received Sept 9th    
Aug 30 Waiting, more stock on the way Order will not print, more stock may be received
PO is not received by Sept 9th    
Sept10 Note: Order has moved to Orders Ready to Print Order will print
Oct 23 Too late to ship Past Cancellation date parameters

The following diagram represents the shipment threshold controls associated with the example above:

Document 1- Threshhold Controls
Threshold Controls

The following diagram represents the shipment threshold controls with Purchase Orders pending:

Document 1 - Purchase Order Controls
Purchase Order Controls

Example 2:

This second example is of an Order being reallocated. When Orders are printed using OM33, stock is reallocated to the Orders according to the Order Priority. This example is based on the assumption that the Orders are not Guaranteed in OM30.

  • You create 3 Sales Orders for the same Product. There is insufficient stock to fill all 3 Orders.

    • Order 1 is for a Customer with a Priority = 4.
    • Order 2 is for a Customer with a Priority = 5.
    • Order 3 is for a Customer with a Priority = 3.

  • The Order quantities are entered as outlined in the table below:

    Order No. Customer Priority Ordered Qty B/O Qty Ship Qty
    1 1 4 3 0 3
    2 2 5 6 0 6
    3 3 3 6 3 3

  • When OM30 runs, the stock is reallocated and the Orders will print in the following sequence:

    Order No. Customer Priority Ordered Qty B/O Qty Ship Qty
    1 1 4 3 0 3
    2 2 5 6 3 3
    3 3 3 6 0 6

  • Since Order number 3 has a higher priority than Order number 2, the stock has been reallocated to Order 3.

  • Orders print in the following manner: by priority, by required date, by Order date.

 
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