Batch release of partially reserved transfer orders

The functionality for batch release of partially reserved transfer orders lets you partially release transfer orders to a warehouse by using a batch job. Because you have the option to release a partial quantity, you don’t have to wait for the whole order quantity to be available in the warehouse before you release an order.

The release of orders to a warehouse is an advanced warehouse management process. This process involves activities, such as picking, packing, and shipping, that a warehouse worker can perform by using a mobile device.

Where it applies

For this functionality, transfer orders are released to a warehouse by using a batch job. This functionality is useful when you don’t have enough inventory in the warehouse, but you still want to transfer items from one warehouse to another.

How it is set up

Specify fulfillment criteria for transfer orders and sales orders

Before an order can be partially released to a warehouse in a batch, the fulfillment criteria must be met. These fulfillment criteria are determined by the fulfillment policy.

Fulfillment policies for transfer orders and sales orders are specified at the company level. Depending on the setup of the fulfillment policy, the release of orders in a batch will be accepted or rejected. The orders will then be processed accordingly.

  • To create fulfillment policies for transfer orders and sales orders, click Warehouse management > Setup > Release to warehouse > Fulfillment policy, and then create a fulfillment policy by entering a name and a description.

  • To specify a fulfillment rate, a value type, and the message that is shown if the fulfillment policy is violated, click Warehouse management > Setup > Release to warehouse > Fulfillment policy, and then set the Fulfillment rate, Value type, and Fulfillment violation message fields.

Set the fulfillment policies for transfer orders and sales orders

  • To set the fulfillment policies for transfer orders, click Inventory management > Setup > Inventory and warehouse management parameters > Transfer orders > Warehouse management, and then select a transfer order fulfillment policy.

  • To set the fulfillment policies for sales orders, click Accounts receivable > Setup > Accounts receivable parameters > Warehouse management, and then select a sales order fulfillment policy.

Allow release in a batch and specify the quantity that should be release in a batch

A batch job is used to release orders to a warehouse in a batch. The parameters that distinguish the orders that should be run in a batch job are set on the batch job itself.

The Quantity parameter specifies whether the whole quantity or the physically reserved quantity should be released in the batch. The Allow release of partially released orders parameter determines whether orders in the batch should be accepted or rejected if they were partially released earlier.

  • To set the Quantity and Allow release of partially released orders parameters for transfer orders, click Warehouse management > Release to warehouse > Automatic release of transfer orders.

  • To set the Quantity and Allow release of partially released orders parameters for sales orders, click Warehouse management > Release to warehouse > Automatic release of sales orders.