What is whole processing?

Whole processing can be set up for sales orders, sales order lines, sales kit orders, movement orders, and movement order lines.

It means that the quantity on the order or line can only be processed as a whole, at the specified stage, and all subsequent stages as defined on the sales type or movement type. That is, the line or order cannot be further processed for a lesser quantity than that on the original line or order.

Whole processing is switched on using the Whole Order Only, Whole Kit Only and Whole Line Only check boxes, as appropriate, on the Sales Business Setup and Inventory Business Setup. The whole processing checks are then carried out as defined on the specific customer, sales type and movement type records.

Note: The settings on the customer record take precedence over those on the sales type.

These settings can be overridden by members of an operator group as required by using the override check boxes available on the Miscellaneous Permissions tab of the Operator Group (maintained in the Security Console or User Manager applications). During processing, if a user is a member of a group that has these overrides in place, a warning message is displayed asking them to confirm whether they wish to override the whole processing check.

If whole line processing is in place, and the user accepts the option to override, then that line is not checked for whole line processing at any subsequent stage. Likewise, if whole order processing, or whole kit processing, are in place, and the user accepts the option to override, the order or kit is not checked for whole order or whole kit processing at any subsequent stage.

Note: If the user accepts the option to override whole process checking for a line or order, the remaining quantity for the line or order is similarly not subject to whole process checking.