Sales Order Fulfillment Inquiry overview

Sale > Inquiry > Customer Pricing

Function acronym: OEIF

Use this page to track original and tied fulfillment orders.

You can perform these actions:

  • Override the billing code on original fulfillment orders
  • Submit original fulfillment orders
  • Override the warehouse selection on line items on tied fulfillment orders

Your access to this function is determined by function security on your SA Operator Setup record. Fields that are related to consolidated billing are displayed only if consolidated billing is activated for order fulfillment in SA Administrator Options.

Advanced Search

Conduct an advanced search to locate original fulfillment orders. The fulfillment orders can be in these fulfillment order stages:

  • Open: The fulfillment order was created in Sales Order Entry, but it was not submitted.
  • eCommerce: The fulfillment order was created through SX API, but it was not submitted.
  • Submitted: The fulfillment order was submitted, and tied fulfillment orders were created.
  • Released: The fulfillment order was manually release for billing.
  • Consolidated: The fulfillment order was consolidated, based on tied fulfillment orders that were invoiced.
  • Completed: All tied fulfillment orders were consolidated.
  • Cancelled: The fulfillment order was sent to lost business.
    Note: This stage corresponds the sales order stage, Stage-9 Cancelled.

Select Ready to Release to search for fulfillment orders that are ready to be released for consolidated invoicing. This criteria must be met:

  • The original fulfillment order is in the Submitted stage.
  • The tied fulfillment orders are invoiced, but not yet consolidated.
  • The billing code criteria is met.

The quantity ordered totals are compared to the invoiced quantity totals to determine what percentage of the total tied fulfillment orders are ready for billing.

Fulfillment Order grid

Only original fulfillment orders are displayed in the grid. If a fulfillment order is in the Open or eCommerce stage, you can select the order and then perform these actions:

  • Override the billing code
  • Submit the fulfillment order

If the fulfillment order is in the open or eCommerce stage, the order number link can open the fulfillment order in Sales Order Entry or Sales Order Inquiry. After you click the link, click Yes to open Sales Order Entry, or No to open Sales Order Inquiry. If the fulfillment order is in a different stage, the link opens Sales Order Inquiry.

If the fulfillment order is in the Submitted, Released, or Consolidated stage, values are displayed in total columns. The totals reflect values from active tied order fulfillment orders that are being shipped and invoiced. After an order is paid, it is not included in the totals. If the fulfillment order is in a stage where the quantity cannot be used to determine billing status, the total columns are blank.

If a fulfillment order is in the fulfillment stage of Complete stage, columns with quantity and percent values are blank.