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If the preference is set to Place on Credit Hold, a message prompt is displayed for the user and the Sales Order Hold Code field automatically populates with value Credit Hold. When the order has been placed on a credit hold, the Status and Workflow fields and the Print toolbar icon become disabled (if the Disabled property in the Hold Code Master File is set to 'Yes' for all three fields). The credit hold can be manually removed by clicking the Hold Code menu and selecting an empty value. This allows a user to proceed with the order.
Note: "When credit limits are exceeded" preference is set to "Place on Credit Hold" the preference "Default code for Credit Holds on Order" must be filled in otherwise a message “Default code for Credit Holds on Order is required.” will be displayed.
Changing customer
The customer and the ship to address can be changed on an existing order when the Sales Order status is Shipped or lower. This can be done by clicking More Actions toolbar icon and selecting Change Customer. A new window is opened, which allows a user to select the new customer. The new customer can be searched by using the toolbar search field or simply selecting the customer name from the list. When the customer has been selected, Save&Close toolbar icon closes the Change Customer window and updates the customer name, ship to address and sales programs on the sales order.
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**Note: If a Site and Carrier combination that is visible to logistics is selected, the Shipment is not automatically created and it must be created from the Logistics module (Loads > Build Loads). Once the Load has been created, the shipment field on the Sales Order transaction is updated accordingly when the Sales Order transaction is reloaded.
***Note: If an order has been added to or removed from a load in the Logistics module while another user has the order open, the user will be alerted via a message to reopen the order.
Allocation
If the Sales Order Preference 'Update Allocated from Ordered for non-Lot Tracked Items shipping from non-Whse Lot Sites' is set to 'Yes', then non-lot tracked items shipping from non-warehouse lot tracked sites are automatically allocated. If the preference is set to 'No' or the item is lot tracked and/ or the site is a warehouse lot tracked site, then the item must be allocated. Users can allocate items manually or use the auto-allocate feature.
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- Available Units
- Available Weight
- Batch Date
- Item: Description : Description
- Lot Exceptions: Displays “On Hold” for lots that are currently on hold, and/or “Mismatch Certs” when the lot certifications do not match the order item’s requested certification.
- On Hand Units
- On Hand Weight
- Production Batch
- Site
- Units: Enter the units to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or units only.
- Units UOM: This will display the unit of measure in which the unit allocation is being made.
- Warehouse Lot: This will display the warehouse lot id of the warehouse lot that corresponds to the inventory lot.
- Weight: Enter the weight to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or weight only.
- Weight UOM: This will display the unit of measure in which the weight allocation is being made.
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- Available Units
- Available Weight
- Item: Description
- Lot Exceptions: Displays “On Hold” for lots that are currently on hold, and/or “Mismatch Certs” when the lot certifications do not match the order item’s requested certification.
- On Hand Units
- On Hand Weight
- Owner
- Production Batch
- Site
- Units: Enter the units to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or units only.
- Units UOM: This will display the unit of measure in which the unit allocation is being made.
- Warehouse Lot: This will display the warehouse lot id of the warehouse lot that corresponds to the inventory lot.
- Weight: Enter the weight to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or weight only.
- Weight UOM: This will display the unit of measure in which the weight allocation is being made.
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- Available Units
- Available Weight
- Item: Description
- Lot Exceptions: Displays “On Hold” for lots that are currently on hold, and/or “Mismatch Certs” when the lot certifications do not match the order item’s requested certification.
- On Hand Units
- On Hand Weight
- Owner
- Site
- Units: Enter the units to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or units only.
- Units UOM: This will display the unit of measure in which the unit allocation is being made.
- Weight: Enter the weight to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or weight only.
- Weight UOM: This will display the unit of measure in which the weight allocation is being made.
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“Based upon the available quantities for the [Group tab], auto allocation was unable to be completed and has resulted in an under allocation of product. Please use the allocate by inventory lot tab change the Allocate By Inventory Lot to complete the allocations."
When a user allocates Lots with Certifications assigned, the Lots need to meet the Certification criteria, otherwise it will be disabled on the allocation page. Lots with more certifications than what is assigned to the order item can be allocated.
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