Order types and codes

Assembly

An assembly is a prebuilt kit that is assembled before the sale, and resides in your warehouse as a single stocked item. Assemblies are entered as a stock item in Sales Order Entry, but you create, update, and replenish kits in the Kit Production module.

Backorder

When you print a pick ticket for a backorder in Sales Entry Pick Tickets Report, the order is released to TWL. It is flagged on the Order Drop Manager with an order type of X. Backorder is similar to Cross Docking.

When routing pallets to a cross dock zone, parameter 2032, Pick from CrossDock Pallets, enables pickers to be routed to pallets destined for or in the cross-dock zone.

When you drop the order to the floor, the cross dock zone is validated in TWL to determine if the back-ordered product exists. If it does exist, the picker is routed to the cross dock zone. This routing minimizes traffic in the receiving dock area and provides directed picking. If the product is not in the cross dock zone, this hierarchy is used to direct the picking task:

• The picker is sent to the dock, if the Pick From Dock option in TWL Configuration-Warehouse-Warehouse Parameters is selected.
• The picker is sent to the primary bin location.
• The picker is sent to the non-primary bin locations.

The newly received stock may not be in a dock location or in a backorder staging area. If not, then the backorder is changed to a regular order during the release. In this scenario, the picking task is directed to the primary location for the product. In addition, if products are put away after an order is dropped, the pick locations are updated so pickers are directed to the correct location. If the Pick From Dock option in Warehouse Parameters is not selected, standard receipts are available for picking when you put them away.

Counter Sale

Counter sale orders are sold from your counter area. Exceptions can be made on a line by line basis to have the inventory picked from the rest of the warehouse.

Emergency

Any orders with line items marked as Rush are prioritized in TWL as Emergency orders, regardless of the order disposition. The orders are flagged in the Order Drop Manager and RF to alert you. These orders flow to the top of the pick priority so that they can be picked immediately.

System parameters can be set to notify pickers that emergency orders exist. Parameter 7003, Rush Order Notify, and parameter 7012, Alt Whse Order Notify, contain the number of seconds before a message to the RF is displayed.

If you are a RF operator employee and are assigned to a warehouse zone that has emergency orders, a message is displayed on the RF: There are rush orders in your zone! Do you want to view them? Select Yes to view the rush orders in your assigned zone.

To avoid interrupting pickers that are picking multiple-line orders, this message is displayed only once between the lines of the same order. This is regardless of the number of rush orders waiting to be picked.

Just in Time

The Just In Time (JIT) order disposition is released from the system to TWL when the order is dropped. JIT orders show on the TWL RF as a ‘J’ order type. You can also filter orders by this order type.

The JIT disposition causes Sales Order Entry to provide the RF with the line item’s requested ship and promised dates. The requested ship date is the date the customer wants delivery. The promised date is the date you are committing to. Each line on a JIT order can have a different requested ship date and promised date.

Production

Production orders are work orders that are created with a kit production process.

Pallet pick

If you are picking by order or order type, then the code abbreviation is displayed in the RF Inquiry Screen. When an order is dropped, the Order Drop Manager may request large orders to be picked from a pallet location. If an order must be picked from a pallet location, rather than a split-case location, a 'P' is displayed beside the order on the RF. This directs you to the pallet location area. If you are picking by any other method, then the code is displayed on the RF Order Picking screen.

Regular

Regular orders make up of the bulk of your sales orders. This type of order can include build-on-demand kit products. These products do not exist in your inventory as ready-to-sell stock, even though the components might exist in your inventory. A customer must first specify the components, and then you assemble the kit when you pick the order. Build-on-demand kits are not transferred to the work center to be assembled.

You cannot pick components to assemble a partial unit of a build-on-demand kit. This is because you can only ship equal percentages of the components in the system. To ensure this requirement is met, you can only close a pick request when the pick percentages of build-on-demand kit components match.

The Download Zero Quantity Lines For Order Manager To Drop option, in SA Administrator Options-Logistics-WL Options, affects the line items that are released to TWL. The option settings have these results:

• If the option is cleared [No], then zero quantity shipped lines are not sent to TWL.
• If the option is selected [Yes], then all lines are released to TWL from Sales Order Entry, Warehouse Transfer, and Kit Production. The lines are only released if the Print Pick Ticket Line Items When Quantity Shipped is 0 option is selected in SA Administrator Options-Documents-Sales Orders-Printing.

If all lines on an order contain a zero quantity shipped, the order is not printed by the system. The order is not released to TWL.

Return to Vendor

Vendor returns on Purchase Order (PO) Return Merchandise (RM) orders are routed to the Order Drop Manager when the order is printed. Gather the goods to be returned to the vendor from the unavailable stock locations. Then pack, and ship them in the same manner as a customer order. The unavailable balance is allocated when the order is dropped. If a sufficient unavailable quantity is found, then the purchase order is dropped to the floor and is displayed on the RF screen.

Ship Complete

Orders with a ship complete disposition tell the warehouse to hold all products on an order until the entire order can be shipped. An order with a ship complete disposition indicates that the customer wants the order held until you have filled all line items. These orders show on the TWL RF as an ‘S’ order type.

Available inventory is reserved based on the quantity ordered. Such orders are usually gathered and staged in a designated area. This protects the available products until the remaining products can be obtained and the entire order can be shipped. If the merchandise is not staged in a designated place, then the goods may be gone when the order is finally ready for shipment. If you use a shipping interface, you cannot ship an order with a ship complete disposition until the order is completely filled.

Tag & Hold

Tag & Hold orders can be released from Sales Order Entry to TWL to be picked, packed, and staged before all lines are complete. You can use Tag & Hold orders to complete lines when inventory is available without creating back orders for the unfilled lines. Additional picks are created for the remaining lines as inventory is allocated in TWL.

A Tag & Hold order disposition indicates one of these conditions:

• You are to tag the products on the order with customer-specific details and hold them until the customer notifies you to deliver the goods ordered
• The customer makes other special arrangements for obtaining the products

• The sales order is associated with a service order in Service Management, and processing of the order in Service Management is not complete.

  See the Infor Distribution SX.e Integration Guide for Infor Service Management.

TWL RF operators are notified that an order is Tag & Hold, but can only view those lines that can be picked. After the current lines are picked, operators see the remaining unpicked quantities on the order. The items on the picked lines should be packed into a container. The container can be staged and held in a specified area of the warehouse. When remaining lines become available, it can be retrieved.

After picking, the stage advances to packed, but you cannot ship the order. These orders show on the TWL RF as an ‘H’ order type. The order status is Hold for Tag & Hold, although you can print a packing list. After all lines are picked, the Tag & Hold order is considered complete in TWL.

The Tag & Hold disposition must be removed from the order in Sales Order Entry, and the pick ticket reprinted to update TWL.

When a sales order corresponds to a service order in Service Management, you must perform an action in Service Management to remove the Tag & Hold disposition. The action you take depends on the type of order. If the sales order is not an assembly order, then the disposition is removed when the corresponding non-assembly SRO is invoiced in Service Management. If the sales order is an assembly order, then the disposition is removed when the corresponding service order is closed in Service Management.

After Sales Entry Pick Tickets Report updates TWL, the order status is cleared and the order can be shipped in WL Entry Batch Shipping Report. If inventory is not found, and picks are processed as short or zero picks, then those orders are not released to TWL again. You must take one of these actions:

• Correct the orders manually in Sales Order Entry
• Allow the order to back order after the Tag & Hold disposition is removed, as with a standard sales order

Transfer

A Transfer is shipped from a TWL warehouse to a regular warehouse, or to another TWL warehouse. After the transfer is entered and printed in the system, it is released to TWL and dropped to the floor for picking. The order number consists of the transfer number and is prefixed with “T” and leading zeros. These orders show on the TWL RF as an ‘T’ order type. The order class is 'WT'. When the transfer is dropped to the floor, the order is displayed on the RF screen.

You can pick, pack, and ship the transfer in the same manner as customer orders. If the transfer is to be shipped directly to the receiving warehouse customer as a Direct Order (DO), then the workflow is the same. If another TWL warehouse is receiving merchandise from a regular warehouse using a warehouse transfer, then the processing is handled in the TWL Receiving process.

Transfer Direct

Direct transfer orders are shipped directly to the customer from the warehouse. This action bypasses the transfer to the other warehouse, which would normally pick and ship the order again.

Value Add

Value Add orders are released to TWL if the Value Add order meets one of these two criteria:

• The Value Add order contains one or more Inventory (IN) sections with a single final External (EX) section
• The Value Add order contains one or more Inventory (IN) sections with a single final Internal (IT) section

The processing that occurs in TWL is based on the type of final section specified. An Inventory (IN) on an External (EX) section of a VA work order is printed in VA Entry Processing Pick Tickets Report. The Inventory (IN) is then released to TWL for picking and shipping to the external service vendor for fabrication.

An Inventory (IN) on an Internal (IT) section of a VA work order is released to TWL when the order is printed in VA Entry Internal VA Print. The order is dropped from Order Drop Manager and routed to the kit build department for fabrication. The Internal (IT) section is processed like a prebuilt kit.

Will Call

Orders with a will call disposition are picked and stored until the customer picks up the order. When the order is picked, the order type 'W' is displayed on the RF screen. Order pickers should stage the products in a designated will call area and notify the customer service representative that the order has been picked. The customer service representative notifies the customer the order is ready for pick up.