Sales Order Fulfillment Setup - Fulfillment Rules overview

Sales > Setup > Fulfillment

Use this page to set up and maintain the fulfillment rules that govern order fulfillment.

Only one Fulfillment Rules record is allowed per company. Use the Fulfillment Rules page to establish these company-level rules:

  • Submission rule for fulfillment orders that are created from an outside source through SX API.

  • Billing rule that determines how often the original fulfillment order is released for consolidated billing. Consolidated billing is optional.

  • Warehouse selection rules determine which warehouses are used to build a Warehouse List for each line item on a fulfillment order. From the list, warehouses are automatically selected to source the line items. These rules are available:

    • Most Available Inventory: Selects the warehouse with the most net available quantity for the product
    • Preferred Warehouse List: Selects the warehouse based on the lists set up in the Preferred Warehouse List page
    • Quickest Delivery Date: Selects the warehouse that can delivered the product the quickest, based on the requested ship date.
    • Group By Region: Selects the warehouse based on the region that the banner warehouse is in.
      Note: The banner warehouse is the warehouse that is specified on the header of the fulfillment order.

    You must place the selected rules in an hierarchical order. If you do not select company rules, the default rule is Most Available Inventory.