Creating Fulfillment Requests
Creating a fulfillment request lets you send a request to a location to fulfill a sales order. At the location, employees can decide whether to accept the request and fulfill the order, or reject the request and not fulfill the order. When you create a fulfillment request, its status is set to New by default. The New status indicates the request is assigned to a location, but employees at the location have not yet decided to accept it and fulfill it. When employees are ready to work on the request, they mark the request as In Progress.
To create a fulfillment request from a sales order, lines on the sales order must have a fulfillment location, which is specified in the Location column on each line.
When the Intercompany Cross-Subsidiary Fulfillment feature is enabled in your account, the fulfillment location on a fulfillment request is sourced from the Inventory Location column on the sales order.
You can create more than one fulfillment request from a single sales order. If a sales order has multiple line items with different fulfillment locations, you must create separate fulfillment requests per location. For example, if a sales order has four lines and the location on the last line is different than the location on the first three lines, you must create two separate fulfillment requests – one for the first three items and one for the last item.
You can only create fulfillment requests when at least one of the locations on the line items has a valid location type for fulfillment requests. You can set the valid location types for fulfillment requests on the Advanced Order Management setup page – see Setting Up Fulfillment Requests.
Fulfillment requests can also be created automatically in NetSuite if fulfillment request automation is running in your account. If automation is running, you do not need to create a fulfillment request manually. You can check if a fulfillment request exists for a sales order by viewing the Related Records subtab on the sales order.
For more information about automating fulfillment requests, see Fulfillment Request Creation.
To create a fulfillment request:
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Go to Transactions > Sales > Enter Sales Orders > List.
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Click View next to the sales order from which you want to create the fulfillment request.
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Click Request Fulfillment. The Fulfillment Request page is displayed.
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Set the status of the fulfillment request.
The default status for a new fulfillment request is New. Setting the status to In Progress indicates that the request has been accepted or acknowledged at the fulfillment location.
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Make sure the Fulfill box next to the line items you want to request is checked.
Note:You can only create a fulfillment request for one location at a time. If there are lines with different locations, check the Fulfill box on the lines that have the same location. After creating the fulfillment request, you need to return to the sales order record and click the Request Fulfillment button again to create additional fulfillment requests for the other locations.
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In the Quantity column, enter the quantity you want to request. The quantity entered on the sales order appears by default.
Note:If you enter a quantity on the fulfillment request that is less than the quantity ordered, you must create an additional request from the sales order to fulfill the order.
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Click Save.
After you create a fulfillment request, you cannot add other line items from the same sales order to the request. If there are still line items on the sales order that need to be fulfilled, you must create another fulfillment request separately. You can create as many fulfillment requests as required to fulfill the sales order.
After you create a fulfillment request, you cannot modify the line items on the sales order, except to change the quantity. If you increase the quantity, you must create an additional fulfillment request for the difference. For example, if you increase the quantity of a line from 12 to 15, you must create another fulfillment request for the remaining three units of the item.
When you create a fulfillment request, its status is New. You can then acknowledge the fulfillment request to indicate you intend to fulfill it – see Acknowledging Fulfillment Requests.
Shipping Groups on Fulfillment Requests
The Multiple Shipping Routes feature lets you choose per-line shipping options on a sales order. For example, on a sales order with two lines, you can select different shipping addresses on each line to ship the items to the same customer at two different addresses, such as a work address and a home address.
A shipping group is a unique combination of line attributes used to group lines in a fulfillment request. Line attributes used to determine shipping groups include delivery address and shipping carrier. The Ship Group column in the Items list on a fulfillment request shows the shipping group number for each line. Lines with the same ship group number belong to the same shipping group.
When creating fulfillment requests, you must create one fulfillment request per shipping group. If there are lines with different shipping groups, check the Fulfill box on the lines that have the same shipping group. After creating the fulfillment request, you need to return to the sales order record and click the Request Fulfillment button again to create additional fulfillment requests for the other shipping groups.
If automation is running in your account, you do not need to create a fulfillment request manually. Advanced Order Management will do it for you automatically.