Setting up order fulfillment rules

  1. Select Sales > Setup > Fulfillment.
  2. Click New.
  3. Optionally, specify this information:
    Auto Submit eCommerce Fulfillment Orders

    Select a value to determine when a fulfillment order, which is received through SX API, is submitted to create tied fulfillment orders:

    • Always Submit: The fulfillment order is always submitted, even if the tied fulfillment orders are not completely filled.
    • Only Fully Filled: The fulfillment order is submitted only if the tied fulfillment orders are completely filled.
    • Do Not Auto Submit: The fulfillment order must be submitted manually in Sales Order Fulfillment Inquiry.
    Billing Code
    Note: This field is available only if consolidated invoicing is activated for order fulfillment in SA Administrator Options.

    Select a value to determine when the original fulfillment order is released for billing.

    Select one of these values:

    • Manually Released: Consolidated invoicing occurs after the fulfillment order has been manually released in Sales Order FulFillment Inquiry.
    • Shipped Completely: Consolidated invoicing occurs when 100 percent of the fulfillment order is shipped and invoiced.
    • Shipped 25% Complete: Consolidated invoicing occurs when 25, 50, 75, and 100 percent of the fulfillment order is shipped and invoiced.
    • Shipped 50% Complete: Consolidated invoicing occurs when 50 and 100 percent of the fulfillment order is shipped and invoiced.
    • Shipped 75% Complete: Consolidated invoicing occurs when 75 and 100 percent of the fulfillment order is shipped and invoiced.
  4. Optionally, move rules to the Hierarchy field in the order of importance. Drag the rules to change to order.
  5. Click Save.
  6. If Preferred Warehouse List is in the Hierarchy field in the Fulfillment Rules, select Preferred Warehouses in the Record Type field.
  7. Click New.
  8. Specify this information:
    Banner Warehouse
    Specify the warehouse to which this record pertains. The banner warehouse is the warehouse on the header of the fulfillment order.
    Warehouse List
    Specify the type of list.
  9. In the Add To List section, move values from the left field to the right field in the order of importance. Drag the values to change the order.
    Note: The names and descriptions of the fields depend on the value in the Warehouse List field.
  10. Click Save.
  11. To establish rules for customers and ship tos, select Customer/Ship To List in the Record Type field.
  12. Click New.
  13. Move rules to the Hierarchy field in the order of importance. Drag the rules to change the order.
  14. Click Save.
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