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Last modified on 7/29/2013 8:53 AM by User.

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Multiple Releases on Orders

Overview

There are several scenarios involved in releasing orders. Some manufacturers accept “Hold For Release” orders, many do not. OASIS can account for these scenarios through various setup options and tools to present the order according to the manufacturer's needs it. In this document, we will cover two general ways of releasing orders.
 
In either scenario, you will want to add the “Rel Now” (Release Now) column to your PO Bill of Materials screen and move it close to the Release column. 
In any PO, go to File (toolbar), select Preferences from the drop down, a box will pop up, select Rel Now and move it up to where it is shown under Release.
 
    
 
Scenario One
 
The Manufacturer accepts “Hold For Release” orders
 
In this scenario, you 
- create the Hold For Release and send to the manufacturer
- when complete the icon in the upper left of the screen will be white/red inverted triangle
 
 
To do a release
- go to Action (toolbar), then select Release
 
 
- the Question window appears
- Select Yes to release everything
- Select No to partially release item(s)
 
 
 
- If No, then use the “Rel Now” column to release/enter the quantities at this moment and tab off
- NOTE – the Release column shows a “running” total of what has been release to this point
 
- Notice the Release column totals the quantities released to date (yellow)
- The icon is a yellow triangle indicating you have not completed the order by sending it to the manufacturer.
- When complete, click Print
 
 
- Example of the order below – Notice the “Release 1”
 
 
Repeat the process above to release more item(s)
Each subsequent release will be stamped Release 2, 3, etc. – example below
 
 
Scenario 2
 
Manufacturer does not accept Hold For Release orders
Usually groups want to create the Hold order internally so that it is in the system. Then as items release, they want to show/print the PO as a regular sales order.
 
Must setup the Manufacturer to NOT accept Hold For Release orders
- Go to Manufacturers and Open the manufacturer needed.
- Go to the Terms tab
- Check the box for “Agency Holds Only (MFG does not accept Hold orders)”
- Save & Close
 
 
Then, in this scenario, you 
- create the Hold For Release and Print
- Since you are holding the PO “in house” – nothing sent to the Mfg.
- on the Print dialog box, click the drop down and select “Internal Change”
- This option makes the change but will not print paper / send anything
- Click OK
 
- when complete the icon in the upper left of the screen will be white/red inverted triangle
 
 
To do a release (Show as regular Sales Order)
- go to Action (toolbar), then select Release
 
 
- the Question window appears
- Select Yes to release everything
- Select No to partially release item(s)
 
- If No, then use the “Rel Now” column to release/enter the quantities at this moment and tab off
- NOTE – the Release column shows a “running” total of what has been release to this point
 
- Notice the Release column totals the quantities released to date (yellow)
- The icon is a yellow triangle indicating you have not completed the order by sending it to the manufacturer.
- When complete, click Print
 
 
- In the dialog box, make sure the “As new order” check is checked
 
- Example of the order below – Notice the “Sales Order” in the upper right
 
 
 
Each subsequent release will say “Sales Order” on the upper right of the print