This program automatically generates sales orders and/or purchase orders based on the BSO document release request dates. The program cannot process expired documents, documents on hold and locked documents. The Blanket Order Release Register processes rush orders before BSO documents with a normal or service hold order status.
The program steps through the next scheduled request for each document line-item, taking the request date, subtracting any additional days padding from the line entry and from the header, and subtract either the lead time for the item or the number of days from the Sales Order Static Control F/M.
For lines flagged for immediate release, the system will not release all other requests with the same request date.
Sales Order documents generated from the BSO register adhere to the credit check method specified in the AR Customer F/M. The Sales Order document, if placed on hold, is clearly marked indicating hold status and a message also displays so that these documents can be reviewed prior to updating the release register. For additional credit check processing details, such as disputed invoice processing, adding customers on-the-fly, or displaying customer aging , refer to the Customer Credit Check topic.
If the SO Control F/M flag, Allow Serial/Lot Assignment in OE is selected, any line items or BOM components that require serial or lot numbers are clearly marked.
For BOM items for which all components cannot be committed, the maximum amount of finished items for which all components can be committed will be calculated, and only those that must be back ordered will be back ordered.
For Direct Shipped lines, purchase orders will be created using the FACTS standard routines. For warehouse ship back-ordered lines, planned special order purchase order(s) will be created automatically.
As Sales Order documents are created, records will be added to the Ready to Print (SOOPRX) file for all documents that are not placed on hold.
The Blanket Sales Release Register recalculates the commission percentage for non-user override commissions.
Automatic and quoted freight processing details
In Order Entry, Confirmation Entry and Direct Invoice Entry, FACTS provides automatic freight calculations using freight schedules or quoted freight, based on control settings in Ship Via F/M, AR Customer Maintenance and SO Static Control F/M (SOF980).Blanket sales orders allow for multiple shipping warehouses but have no freight amount field. When blanket sales orders are released, the system sets the document freight method from the customer record.
If the default Freight Method is Quoted:
If "Default Quoted Freight with Calculated Freight in Order Entry" is set to "No" on the SO Static Control F/M Freight tab, then FACTS sets the order quoted freight field to zero; if set to "Yes", then freight is calculated for each shipping warehouse and displayed in the quoted freight field.
If the default Freight Method is calculated:
If "Default Quoted Freight with Calculated Freight in Order Entry" on the SO Static Control F/M Freight tab, is to "Yes", the freight will be calculated for each shipping warehouse and stored in the SOFRWH records, if set to "No", then the freight in each SOFRWH record is set to zero.
To run the Blanket Sales Order Release Register, specify the date from which the system will calculate the scheduled releases. If one or two digits are entered, the system will assume the digits are the day of the current month and year, and will complete the date entry for the user. This date must be on or after the current system date. Indicate the Scope: whether to process Printed documents only or All documents. The program defaults to Printed. Select whether to print the report in Detail (includes memos and notes) or Summary format. The program defaults to Detail format. Click OK.
See also
Viewing reports on screen (using the viewer)
Using reports and prints as audit trails