Assigning Lots on Order Fulfillment
If a location has Assign Lots on Order Fulfillment option checked in the FEFO Lot Assignments preferences, the SuiteApp works in Assigning Lots on Order Fulfillment mode for orders in that location. In the Assigning Lots on Order Fulfillment mode:
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Lot assignment happens automatically at the time of fulfillment of sales order line items.
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When assigning lots, you have the option to validate the expiry date condition on the lots before fulfilling. If the condition is true, then if some lots expire by the fulfillment date plus required shelf life days criteria, those lots are not assigned. The commitments of such lots is also removed.
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For lot items, depending on the Fulfill Based on Commitment accounting preference selection, the lot assignment takes place as follows:
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If Fulfill Based on Commitment accounting preference is set to Limit to Committed or Allow Uncommit, the lot quantity is assigned based on the following formula:
Lot Quantity = Committed Quantity – Already Assigned Quantity
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If Fulfill Based on Commitment accounting preference is set to Ignore Commitment, the lot quantity is assigned based on the following formula:
Lot Quantity = Ordered Quantity – Already Assigned Quantity
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The SuiteApp does not assign and fulfill sales orders that contain only non-inventory items. Such sales orders are not displayed in the Assign and Fulfill Orders page.
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For nonlot items such as serial numbered items, if the complete quantity is committed and assigned , the items are directly fulfilled. If the Fulfill Based on Commitment accounting preference is set to one of the following, the SuiteApp fulfills serial numbered items if committed quantity is equal to assigned quantity:
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Limit to Committed
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Allow Uncommitted
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For kit items:
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If kit items contain lot items, only the lots that form complete kits are assigned. For example, assume a kit item contains 3 lot items with 1 quantity of each item and there is an order of 10 such kits. Let us also assume that the available quantity of 1 lot item is 15 and other 2 items is 8. Then, for the 10 kit items order, only 8 quantity will be assigned for each item because only 8 complete kits can be created.
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Kit items containing serial numbered items cannot be fulfilled.
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When processing kit items, if a kit component does not have fulfillable quantity greater than 0, then the SuiteApp does not process remaining kit components. In the message report, you get an error only until the line the kit components are processed.
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Error messages have a limit of 4000 characters. Messages longer than 4000 characters are truncated.
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Lot items are assigned on sales order. However, kit components containing lot items are assigned on item fulfillment when transforming from sales order to item fulfillment.
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On successful item fulfillment creation, if there are any some committed quantities left due to expired lots not being assigned, the SuiteApp removes commitment from those quantities.
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If the item fulfillment is not created successfully, the SuiteApp removes the assigned quantities from the sales order, but does not reduce the committed quantities.
You can assign and fulfill orders from one of the following places:
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Assign and Fulfill Orders page – Lets you assign multiple orders.
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Sales order – Lets you assign the selected sales order using the Assign & Fulfill button in the sales order’s view mode.
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CSV Import – Assign and Fulfill Orders page – Lets you assign and fulfill sales orders imported from this page.