Overriding warehouse selection and rules on a fulfillment order in Sales Order Entry

To perform this task, you must have override security for fulfillment orders on your operator record.

  1. Select Sales > Entry > Order.
  2. Click Maintain.
  3. Specify the order number.
  4. Select More > Sales Order Fulfillment.
  5. To source the product from a different warehouse in the Warehouse List:
    1. Clear the selected warehouse.
    2. Select a different sourcing warehouse.
      The Quantity Allocated updates automatically.
      Note: To source from multiple warehouses, select the warehouses and then specify the quantity sourced from each warehouse in Quantity Allocated.
  6. To source the product from a warehouse that is not in the Warehouse List:
    1. Click Add To Warehouse List.
    2. Specify a warehouse.

      This warehouse is added to the Warehouse List for each line item.

    3. Optionally, select Selected Warehouse.

      The warehouse becomes the selected warehouse for every line item on the order. If the line item does not have a product warehouse record in the selected warehouse, then the product is a nonstock. The selected warehouse fills all lines, based on the net available quantity for each product. If the selected warehouse cannot fill the line, additional warehouses are selected to fill the line, based on hierarchy. Multiple warehouse selection can occur.

    4. Click OK.
    5. If Selected Warehouse was not selected, clear the selected warehouse for the line item that you want to source from the added warehouse. Select the added warehouse.
  7. To override the rules that were used to determine warehouse selection:
    1. Click Override Rule.
    2. Select a rule.
      Note: Select the blank to reset the Warehouse List to the last saved values.
    3. Click OK.
  8. Click Save.

    Optionally, click Submit Fulfillment to save the changes and submit to order.