Standing orders

Create a Standing Order (ST) in Sales Order Entry when your customer requires the same merchandise on a recurring basis. The standing order is converted to a new Stock Order (SO) or Direct Order (DO) each time the promise date is reached. Inventory is reserved each time the order is converted.

Run Sales Entry Processing Cancel/Convert Orders Report to create a Stock Order (SO) or Direct Order (DO) from a Standing Order (ST).

The Promised Date and Requested Ship Date calculations performed during the standing conversion process consider the Saturday/Sunday Shipment option in Product Warehouse Description Setup and the Additional Days For Calculating Requested Ship Date option in SA Administrator Options-Documents-Sales Orders-Entry Settings as follows:

  • The standing order update during the conversion looks at the promise/requested ship dates and considers the Product Warehouse Description Setup and Additional Days For Calculating Requested Ship Date options when processing. This sets up the standing order so it is ready for the next conversion. If an order is created during the standing order conversion, the new promise/requested ship dates also consider the warehouse and administrator options settings when they are calculated.
  • If the Reference field on the Standing Order (ST) is blank, the new Stock Order (SO) or Direct Order (DO) is displayed in the Reference field. This ties the Stock Order (SO) or Direct Order (DO) back to the original Standing Order (ST).
  • Each Standing Order (ST) contains a Convert To value of SO or DO. When the requested ship date is reached, a Stock Order (SO) or Direct Order (DO) is created in Stage 1 (Ordered). The new order flows through the regular processing routine (for example: printing pick tickets, Shipping Feedback). The quantity shipped for each product on the Stock Order (SO) is reserved. For Stock Orders (SO), if the quantity shipped is less than the quantity ordered (due to Net Available) and the customer accepts back orders, the difference between the quantity shipped and quantity ordered is back ordered as determined by the Create OE Back Orders At Stage option in SA Administrator Options-Documents-Sales Orders-Back Orders.
Note: If you have a significant number of Standing Orders (ST) or Future Orders (FO), we recommend you set your SA Administrator Options-Documents-Sales Orders-Back Orders option Create OE Back Orders At Stage to Picking (2). This reduces the number of back orders that are created when you process Sales Entry Processing Cancel/Convert Orders Report. When the Create OE Back Orders At Stage option is set to Ordering (1), back orders are created when Standing Orders (ST) and Future Orders (FO) are converted, not when the order is entered.

Direct Orders

For Direct Orders (DO), if the authorized replenishment path is a vendor, a direct purchase order is created. If the authorized replenishment path is a warehouse, a warehouse transfer is created. A warehouse transfer contains the receiving company/warehouse and sending company/warehouse information. Therefore, the warehouse transfer is accessible from the receiving and sending warehouse. The transfer number is assigned from the WT #'s - Begin range specified in the SA All Company Information Setup record. The correct warehouse is determined from the original Standing Order (ST). If the customer's credit limit qualifications have been exceeded, the newly converted order is placed on hold as well.

Locking prices

When you originally created the Standing Order (ST) in Sales Order Entry, you specified if the prices should be locked when the order is converted to a Stock Order (SO). If you do not select Lock Prices, all products on the order are repriced according to the most current Price/Discounting records. If the customer is not concerned with a stable price or you simply want to pass along any price changes, this option is the most beneficial. However, there is one exception. If the price was manually overridden, it is not recalculated. If you select Lock Prices, when a new order is created, the prices quoted are copied to the new order. This prevents the prices from being recalculated if you quoted specific prices to the customer and that is what they expect each time a new order is created. For orders with core charge products and the Lock Price option is selected, the core charge cost comes from the converted line. Otherwise the core charge is recalculated based on the Product Setup record.

Inactive products

For each product on the Standing Order (ST) which qualifies based on these conditions, the product is converted or copied to the Stock Order (SO) or Direct Order (DO) but is be inactive:

  • The product has been superseded and quantities do not exist for the original product
  • The product is inactive
  • The Product Setup or Product Warehouse Product Setup record does not exist
  • The product is a direct ship product and the order is not a Direct Order (DO)