The Bulk Orders Creation function allows users user to mass create Customers Orders for a specific day of the week.
Overview
Create User will need to create Customers and assigned them master and Routes master. Then assign Customers to a Route(s) for a certain day(s) of the week.
By utilizing this Bulk Order Creation - This function will mass create Customer Orders for a specified Day of Week, filtered by certain criteria and store the results of the new bulk orders function, user can create large amount of orders for a specific day of the week. These bulk orders will be created and stored in the EDI staging tables.
From EDI Incoming Processing screen, user can select and review the created staged bulk orders. If all looks good, is as expected, users can select and process the staging staged bulk orders to create the actual Customer orders.
Pre-requisites
Navigate to Master > Logistics > Route Master
User will need to create Routes, setup Day of Week and assign customers to Day of Week for each routes.
For example: if a customer needs to be delivered on Monday and Thursday for route 01.
Create Route 01, assign this customer to Monday day and Thursday day.
Navigate to Orders > Maintenance > Customer > Profile > Locations > Click on Routing tab > Setup Customer Location Routing
Navigate to Orders > Utilities > Bulk Order Creation.
Select Day of Week - Specify which day of week you would like to create the orders - Monday, Tuesday, Wednesday, etc...
Order Date, Ship Date & Delivery Date will default to Day of Week date.
Select a Division.
Select
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Routes.
Select Super Customers.
Select Customers.
Select Locations.
Select Statuses - When create new orders, set the order status to Open or Hold.
Select Template Include Status (Order Template) - include templates with the Default Template checkbox Checked, Unchecked or All.
Select checkbox Generate New Order When Order Exists for Order Date - If order is already existed for the same order date - create new order or skip it.
Save Parameters - You can save the Parameters for future use and set it to private or public.
Click
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Run, the system will create and store the bulk orders
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in the EDI staging tables.
For example: Select to create orders for Monday as shown below. Then, just follow the instruction to set your parameters and filter criteria for the rest of the other screens.
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Navigate to Orders > EDI Processing.
Select your parameters. Make sure to check the checkbox for the From Bulk Order Entry checkbox.
Review The system will display your bulk orders onto the screen. After reviewing your orders, if all good, you can select your order(s) and click on the Process button to create new customer orders. The system will create new orders and assign new order numbers.EDI Incoming Processing
Navigate to Orders > Customer Orders.
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