As Sales Order and Loaner Order lines are entered into StreamV, the operator can select from several different order processing options or fulfillment methods.
Fulfillment and replenishment methods are the different ways in which an inventory item can be handled by the sales order entry and purchasing systems. Fulfillment methods refer to the manner in which a sales order line is fulfilled, and replenishment refers to the way in which inventory quantities are replenished. In general, the replenishment/fulfillment methods discussed in the following sections apply to stocking items only.
The order fulfillment method determines how each sales order line will be filled or completed by the system. A single order can contain order lines that have different fulfillment methods (with some restrictions).
StreamV allows you to make use of several different order fulfillment methods. The Order Processing or fulfillment methods supported in StreamV are listed below and are described in more detail in following sections of this document.
Note: The fulfillment methods described generally apply to stock items only. The system does not create purchase order requisitions for, or suggest that you reorder nonstock items. Exceptions are noted.
Warehouse Shipment – The sales order line is fulfilled using the available inventory from one of your warehouse locations. The Warehouse shipment fulfillment method is the default fulfillment method used in StreamV. Warehouse shipment order lines cause your inventory to be reserved and allocated based on your available inventory quantities, and on the information in the sales order line and the inventory item. If the item is not available when the order line is entered, the order line is normally backordered, and it will not be shipped until additional inventory is received into the warehouse (or manual allocation is used to re-assign inventory from another order). When the Warehouse Fulfillment method is being used, the total reorder quantity needed for each warehouse is determined using the PO Recommendations report and the re-order point, reorder quantity, and other information in the item being ordered.
Vendor Shipment – A Vendor Shipment is used to handle items that are shipped directly by your vendor to the customer. When an order line for a stock item is flagged as a vendor shipment, the system creates a purchase order requisition for the sales order line (requisitions are not created for nonstock lines). Once any holds for the order have been cleared, the requisition is converted by purchasing into a purchase order that is used to order the item from the vendor. The customer ShipTo and other information from each sales order is automatically passed to the purchasing system when a vendor shipment is processed. Once the Vendor has shipped the items to the customer, the Vendor Shipment Invoicing process is used to close the vendor purchase order and invoice the customer. The Vendor Shipment sales order and purchase order lines are linked, and the system prevents you from modifying orders that purchase orders have been placed for (so that you do not cancel orders for items that are being shipped by third parties).
Special Order Shipment – When a sales order line for a stock item is flagged as a Special Order line, the system does not allocate inventory from stock. It creates a purchase order requisition line for the item being ordered by the customer. The PO Requisition line is used to create a PO to order the required quantity of the item from the Vendor. When the item is received from your vendor, the PO is received into one of your warehouse locations. This causes the item to allocate to the customer order, and it allows you to ship out the item and invoice it to the customer. Special Orders are used for items wish you do not wish to order, unless you have a specific open sales order line for it. The special order sales order and purchase order lines are linked so that the sales order cannot be cancelled once the PO has been issued.