Mixed Order

This document describes how to allow overissue for picked order lines on a mixed order.

Introduction

It is very common that a customer buys some items from the store at the same time as ordering items for later delivery or pick up from the warehouse. You can address this by creating two separate customer orders or by creating a mixed order.

If mistakes are made during physical inventory, the available stock in M3 Business Engine might be less than the actual stock in the store. In that case, you cannot allocate any stock to the order line, even though the customer has physically obtained the item. This can be resolved by allowing overissue for picked order lines on a mixed order.

To create customer orders with a mix of 'On Order' (next manual function 1) order lines and 'Picked' (next manual function 3) order lines, select the 'Picked' check box in the footer of 'Customer Order. Open Line' (OIS101), to create picked order lines on a customer order with next manual function 1.

The 'Picked' parameter is also available in OIS100MI.AddOrderLine.

You can create picked order lines for a quantity greater than the allocatable quantity by selecting the check box 'Overissue allwd' on 'Shop. Open' (OPS500/I). A physical inventory variance transaction (stock transaction type 90) is created for the overissued quantity in 'Stock Transaction. Display History' (MWS070).

Setup

To activate the functionality, set the parameter 'Mixed order' on 'CO Type. Open' (OIS010/J) to 1-'On order as default' or 2-'Picked as default'. The field is only visible on order types with 'CO Category' 1-'Normal order', 'Next man funct' 1-'Dispatch policy', and 'Preliminary CO' 0-'Not allowed'.

Define the settings for picked order lines on a mixed order on 'Shop. Open' (OPS500/I).

Incompatible functionality

Safeguards are in place to prevent mistakes. This makes it possible to have a setup that is correct for the order lines not specified as picked, without causing incorrect behavior for the order lines specified as picked.

The following applies to order lines specified as picked:
  • An 'Availability-to-promise' (ATP) check is not performed, which can cause a situation with negative ATP. However, only quantity that is not already allocated can be used.
  • The allocation table defined in 'Alloc Control Selection Table. Open' (MMS124) is ignored. The exclude option in (MMS124) can however be used to prevent automatic allocation of on order customer order lines from the locations with the location types defined in (OPS500).
  • Supply model is not executed.
  • Route is not retrieved or allowed to be entered.
  • The 'Round order qty' and 'Round prom qty' setting on (OIS010/H) are ignored.
  • There is no warning about quantity not divisible by the issue multiple.
  • The 'Initial order' parameter on (OIS101/J) is ignored.
  • Bulk agreements are not considered valid.
  • Negative order quantity is not allowed.
  • 'Line type' 1 or 2 is not allowed.

Limitations

  • The 'Mixed order' functionality can only be activated on customer order types with 'CO Category' 1-'Normal order', 'Next man funct' 1-'Dispatch policy', and 'Preliminary CO' 0-'Not allowed'.
  • Picked order line is not allowed for lot-controlled items.
  • It is always the full customer order line that is picked.
  • You cannot change the picked flag once the order line is created.
  • You cannot copy order lines that were specified as picked unless the sign on quantity is reversed.
  • You cannot create order lines as picked through the copy functionality even if the new order has an order type with the 'Mixed order' parameter set to 2-'Picked as default'. The order lines are created but are not flagged as picked.
  • The picked flag is not stored in the statistics.
  • You cannot add picked order lines on a customer order with a 'CO stop'. This is the same behavior as for orders with 'Next man funct' 3 and 4. The exception is that it is possible to have a credit check at the end of the order entry process, which is not allowed on customer order types with 'Next man funct' 3 and 4. The line is then stopped in status 33, but will not automatically go to 66 when the credit stop is released in 'Customer Order. Stop' (OIS120). You must edit the customer order, which will trigger a release of the order lines when you exit the customer order.
  • You cannot change the order quantity on a picked order line if the status is greater than 33-'Allocated'.
  • You cannot change the order quantity on a picked order line in status 33 if there is an overissued quantity. You must delete or close the line and add a new line.
  • 'Picked' (PIKD) is only an input field in OIS100MI.AddOrderLine, not in AddBatchLine and AddLineBatchEnt. Only order lines where OIS100MI.AddOrderLine.PIKD=1 get PIKD =1, even if the order type has the 'Mixed order' parameter set to 2-'Picked as default'.
  • You cannot change the invoice quantity in 'CO Delivery. Payment Proposal' (OIS152) for picked order lines when 'Adv invoicing' is set to 3 on 'CO Type. Open' (OIS010/K).
  • Entry of order lines through 'Full-screen Entry - Matrix. Open' (CRS207) and 'Full-screen Entry - List. Open' (CRS208) does not support creation of picked order lines.
  • You cannot use (CRS207) or (CRS208) as the alias screen if 'Picked' is selected, since they do not support creation of picked order lines. The H-Panel (OIS101/H) is used instead.
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