Configure Order Fulfillment functions for picking sales orders in GP that use a separate fulfillment process. Orders can be allocated prior to order fulfillment, or allocation can be completed as part of the pick step.

Order Fulfillment functionality can be enabled for:

• Sales Order type = Order
• Sales Order type = Fulfillment Order/Invoice
• Sales Order type = Invoice

Order fulfillment cannot be completed for a Backorder or Quote, as the GP infrastructure does not support these options. On submit, the GP sales order is updated with the quantities fulfilled for each order line.

Core Settings

Enable Fulfill Order — Enable the Order Fulfill transaction.

Batch Code for Completed Order Fulfillment — By defining a Batch Code, the original Batch Code assigned to the sales order is overwritten with the defined Batch Code when all order lines have been fulfilled complete. A separate setting is available to define for partial fulfillment.

• Default — PTGP_FULFILL
• If left empty — The original Batch Code is retained

Batch Code for Partial Picks — By defining a Batch Code, the original Batch Code assigned to the sales order is overwritten with the defined Batch Code when part of the order lines have been fulfilled. A separate setting is available to define for completed fulfillment.

• Default — PTGP_FULFILL
• If left empty — The original Batch Code is retained

Batch Code LIST for Order Fulfill — Define the Batch Code assignment for sales orders available to pick. Separate multiple Batch Codes with a semicolon (;). Batch Code List setup can be used to manage and release sales orders for picking. As a profile level setting, this can also provide the ability to manage sales order assignments to pickers. Be sure to include the Partial Pick batch code assignment in the list to keep items in the order list for follow-up order fulfillment activities.

Enable Fulfill Batch of Orders — When set to true, orders can be grouped together to create a single pick list for the group. Grouping is completed through the Panatracker portal or can be assigned within GP on the sales order based on the Batch Fulfill Group UDF setting.

Batch Fulfill Group UDF — Define the grouping logic for Order Fulfill Batch Pick. This is a system-wide setting, not a profile setting option. Options:

• Batch Code — The Batch Code assignment on the sales order
• User Defined Field 1 — From the GP Sales Order > User Fields > Text Field 1
• User Defined Field 2 — From the GP Sales Order > User Fields > Text Field 2
• User Defined Field 3 — From the GP Sales Order > User Fields > Text Field 3
• User Defined Field 4 — From the GP Sales Order > User Fields > Text Field 4
• User Defined Field 5 — From the GP Sales Order > User Fields > Text Field 5

Enable Shipping Box ID Capture on Batch Pick — This setting enables the Ship ID field to capture the container items are being picked into. Orders going to the same customer and shipping address can be grouped together. Often orders with the same items to pick are grouped together to add efficiency to the pick function. In that example, the items picked are typically kept segregated on a cart or staging area.

Enable Dynamics GP Order Fulfillment — Legacy WM setting as the Order Fulfill transaction supported both the GP Sales Order Pick and the Panatracker Directed Transfer Order pick functions. On the Android platform, these are separate transactions.

Shipping Box and Pallet Settings

Order Fulfill Ship ID Behavior — Defines the Ship ID data capture feature option. Options:

• None — The Ship ID field is not enabled or displayed
• Assign Per Item — The Ship ID field is enabled and captured for each item
• Assign Per Box — The Ship ID field is enabled. The entry is defaulted after the first item is entered and set to read-only until the user completes the 'close box' function, which clears the field and enables entry of the next Ship ID

Order Fulfill Pallet ID Assignment — Add the option for a Ship ID to be assigned to a Pallet ID. To enable this feature, set the option to At Box Close. This requires that Order Fulfill Ship ID Behavior is set to Assign Per Box. When the Box Close action is completed, the Pallet ID assignment field is presented.

Capture Ship ID Details at Box Close on Order Fulfill — There are 5 Flex Fields available to define for Shipping Box Details. To capture the shipping box details as part of the Order Fulfillment transaction, set to true and Order Fulfill Ship ID Behavior to Assign Per Box. Be sure at least one Shipping Box Detail Flex Field is defined.

Shipping Box Assignment is Optional on Order Fulfill — When set to true and the Ship ID field is enabled, an entry is not required. Default value is false and Ship ID is a required entry when enabled.

Do Not Create Shipping Box On Order Fulfill — Original functionality populated the shipping box field with the order number when the shipping box field was skipped. This setting adds the logic to not create a corresponding Ship ID automatically when skipped.

Order List and Filtering

Fulfillment Order List Sort Order — Set the sort order for the sales orders in the Order lookup list. Options:

• Requested Ship Date — From the sales order header
• Order Number — Numeric order
• Load Number — Used with third-party Load Planning add-in
• Load Description — Used with third-party Load Planning add-in

Use Allocations for Order Pick — When set to true, only sales orders that have been allocated are available to pick. When set to false, all sales orders with quantities to fulfill are available to select.

Sales Order Types Enabled for Order Fulfillment — Options:

• All Unfulfilled Sales Orders — Order, Fulfillment Order/Invoice, Invoice
• Order type Only — Only Order type
• Invoice type Only — Only Invoice type
• Fulfillment type only — Only Fulfillment Order/Invoice type

Allow Picking from SOP Invoice — Legacy setting option related to WM and has been replaced with the Sales Order Types Enabled for Order Fulfillment setting.

Default Site Filter for Order Fulfill — Define a Site Filter default for the Order Fulfill transaction. The filter can be changed from the default. When a filter is applied, only sales orders with order lines for the site are available to select.

Designated Site Assignments — Define sites for restriction of available orders to select on Order Fulfill. Only orders with order lines for the designated sites are available to select. If no site assignments are set up here, all sales orders are available to select (based on any other filtering criteria setup).

Pick List Configuration

Fulfillment Pick List Sort Order — Options:

• Item Code — Alphabetical by item code
• Default Bin Code — GP SOP Fulfillment Bin setup for the Item-Site
• Line Number — Sales order line sequence
• Item Short Name — Alphabetical by short name
• Line Number then by Component Sequence — Applies to kit item lines
• Line Number then by Default Bin Code — Applies to kit item lines
• Default Bin based on available bin quantity — Priority by bin quantity

Use Alternate Item Display for Order Fulfillment — Replaces the item description with the Manufacturer Item Number set as primary.

Show Fulfilled Items — Will include all fulfilled order lines on the review screen.

Order Fulfill Enable Available Next Bin — Used with the SOP Fulfillment Bin option for Fulfillment Pick List Sort Order setting. When set to true, if the default bin has 0 quantity, the next bin with an available quantity is automatically presented. Note: Do not enable this feature if using zone picking logic.

Bin and Zone Settings

Update Ship Date as Fulfilled Date on Order Line on Order Fulfill — When set to true, the ship date is updated along with the Fulfilled date on the sales order line. Set to false to retain the original ship date data. This assumes ship date is updated with a shipping solution at a later step.

PGP Android Add Pick to Bin on Order Fulfill — For organizations that want to move items out of the stock bin as the order is being picked to keep the available quantities in the bin up to date in real-time, this setting supports a bin-to-bin move with each pick. The order lines are updated as fulfilled at submit from the bin the items are moved into.

Default Pick Bin for Orders — Related to the PGP Android Add Pick to Bin on Order Fulfill setting. This defines a default bin for the bin-to-bin move. Options:

• User Entry — The user enters a bin
• Site Default SOP Fulfillment Bin — Must be set up on the site in GP (the item-site SOP Fulfillment bin defaults are not used since used as the Pick From logic)
• Only Staging Bins for Site — Requires enabling and setting up Panatracker Advanced Bin Management to designate stock and staging bin types
• Order Code — A new bin is created for the Order Code (note that periodic bin maintenance should be done to remove these temporary bins)

Designated Pick Zone Assignments — This setting requires setup of Panatracker Advanced Bin Management, which includes setup and assignment of zones for the GP bins. When defined for the profile, only order lines for items with a SOP Fulfillment Bin default assigned to the zone are included in the pick list.

Enable Zone Filter on Order Fulfillment — Requires setup of Panatracker Advanced Bin Management and assignment of bins to a zone. This setting enables a Zone Filter on the Order fulfill transaction. The user has the option to select a Zone to pick for an order selected. Only items with an SOP Fulfillment Bin default assigned to the selected zone are included in the pick list. This requires the Fulfillment Pick List Sort Order to be set to Default Bin Code.

Set From Bin Read Only — Set the From Bin field to read-only. This setting requires all items to have an SOP Fulfillment Bin defined in GP.

Process Holds

Use Process Holds — When set to true, a process hold is automatically assigned to the sales order when selected for Order Fulfill.

Remove Picking Process Hold on Submit — When set to true, the process hold is removed when the order pick is submitted to GP. When set to false, the process hold remains assigned to the sales order.

Process Hold Name — Define the Process Hold ID to use for the User Process Hold setting option. If the ID does not exist in GP, it is created.

Pick Validation and Scanning

Require Scan to Pick — Disables the ability to use the enter key to accept the item pick on the Validate field on Order Fulfill transaction. Users are required to scan or manually key enter the item code they are picking.

Bulk Item Auto Save At Order Fulfillment — Applies to items that are tracked by quantity (not lot or serial). Instead of entering a quantity being fulfilled, user scans each item and the count of the scans updates the quantity fulfilled.

Bulk Item Auto Save Quantity Threshold — Used to assign a quantity threshold for the Bulk Item Auto Save feature. Based on threshold set, if the quantity to fulfill is equal to or greater than the threshold quantity, the user is prompted to enter a quantity versus counting the scans.

Direct Pick with Required Validation for Android — When set to true, the current item selected in the item field requires the item code to be validated. The next item on the pick list (based on pick list sort order) is automatically defaulted in the item field. When this setting is false, there is no validation field and the item to pick must be scanned or selected from the Item field.

Enable Quick Order Fulfill — When set to true, the directed pick functionality remains in place where the next item is automatically populated in the item field, but there is no validation field for the user to scan that the matching item is actually being selected.

Unit of Measure

Use UOM for Order Fulfillment — When enabled, supports the ability for user to use a different unit of measure for the order pick. The unit of measure conversion must be setup in GP properly and fractional entries are not supported with 0 decimal place item setup.

Examples of UOM Setup:

If the item is set up with a base UOM = Each and an alternate UOM = Case where 1 Case = 12 Each, and the order quantity to fulfill = 15 Each, the user can enter 1 Case which converts the fulfilled quantity to 12 Each and leaves 3 Each remaining to pick.

In the same example above, the user cannot enter a quantity of 0.5 Case since there is no ability to define the conversion in GP (decimal place setting = 0).

GP must be set up with the correct equivalents to complete the conversion to the UOM on the sales order. The quantity and unit of measure entered is always calculated back to the sales order UOM.

If the order line is set up for 2 Cases, the user can enter in Each; however, the entry must match the conversion logic. Therefore, the only entries can be 12 or 24 and the unit of measure conversion must be defined in the unit of measure schedule. The user would not be able to enter 7 Each in this example, since it would result in a fractional number representing the case and could not be submitted as the quantity fulfilled in GP.

Quantity Overrides

Allow Negative Quantity on Order Fulfill — For quantity-tracked items, supports the ability to enter a quantity to fulfill greater than the available quantity in GP.

Allow Negative Bin Available Quantity on Order Fulfill — For quantity-tracked items, supports the ability to enter a quantity to fulfill greater than the bin quantity available. Note: This may cause the bin quantities to go negative. This condition may indicate other inventory issues and negative bin quantities should be reviewed.

SOP Over Pick Tolerance — Set a tolerance for the quantity to pick over the order quantity. If none set, then validation for fulfillment is based on the order quantity.

Lot-Tracked Items

Lot Default Bin — For lot-tracked items, override the standard default bin logic based on the setting. Options:

• None — Continues to use the default bin logic defined
• Oldest Manufacture Date — Prioritizes lots with oldest manufacture date
• Soonest to Expire Date — Prioritizes lots closest to expiration
• Date Received — Receive dates for lots are merged to a single record in the lookup list and therefore based on the oldest receipt date record
• User Definable Date Field 1 — Uses custom date field 1
• User Definable Date Field 2 — Uses custom date field 2

Warn for Expired Lots — Enables a warning message for expired or soon to expire lots when selected on Order Fulfill. Warn for Expired Lot Days indicates the threshold for the warning message.

Warn for Sooner Expiring Lots — When set to true, if a lot exists with a sooner to expire lot date from the lot selected to fulfill, a warning message is displayed.

Allow Select All Lots in Bin — When set to true, the option to automatically select all available lot numbers in a bin to fulfill is available. The total lot quantity in the bin must be equal to or less than the remaining quantity to fulfill.

Serial-Tracked Items

Allow Select All Serials in Bin — When set to true, the option to automatically select all available serial numbers in a bin to fulfill is available. The serial number quantity in the bin must be equal to or less than the remaining quantity to fulfill.

Non-Inventory Items

Non-Inventory Fulfill Behavior — Defines the behavior for fulfillment of non-inventory order lines. Non-inventory may be write-in items or non-inventory types such as flat fee, miscellaneous and service types. Options:

• Exclude and Ignore — Non-inventory item types are not presented in pick lists or review screens and no action is completed at submit
• Display for Fulfillment — Displays as an order line to pick the same as an inventory item (the pick From Bin is disabled when a non-inventory type item is selected)
• Exclude but Auto-Fulfill on Submit — This option removes the items to display as part of the pick list or review screen; however, they are automatically processed as fulfilled when the order pick is submitted to GP

Tax and Notes

Use GP Tax Engine — Set to false if using a third-party tax solution. If set to false, the taxes assigned are re-populated based on the exact amount on the sales order. If set to true, the tax assignment logic uses the standard GP tax engine logic.

Note Display Source for Order Fulfill — Options:

• Document Note — Display document notes
• Order Comments — Display order comments

Advanced Settings

Set Invoice Quantity to Fulfilled Qty on Partial Picks — Update the quantity to invoice to match the quantity fulfilled for partial picks. Default setting is true. Note: This is a legacy setting option and may not be applied correctly depending on GP sales order setup.

Create SOPick Records On Order Fulfill Submit — When set to true, items picked to a Ship ID are also submitted to the Panatracker SOPick table which tracks the verify order data. If using Verify Order, the items updated to the table would not be included for the Verify Order function. This was added to support a mix of pick and pack logic. Larger orders are picked and then packed in a second step, while other orders may be picked and packed at the same time. This is a profile setting; therefore, additional order management may be required to assign orders with the 2-step process to users with a profile that have the Ship ID assignment on Verify Order but not on Order Fulfill, and single step pick-pack orders to those with the Ship ID on Order Fulfill.