Configure Despatch Order Fulfilment for a Contract Product
If despatch order fulfilment has been configured for the organisation, that configuration is inherited by the contract product. However, the configuration can be overridden for an individual contract product if required.
Security Note: You need the Allow contract maintenance security right in the Contracts domain security rights group for this activity.
Activity Steps
- Open the Sales Contract or Purchase Contract.
- Select the node of the contract product.
- If despatch orders are to be automatically marked as fulfilled:
- Check Auto Fulfil DOs.
If checked, when the final quantity of loaded or unloaded material is greater than or equal to the despatch order fulfilment quantity, the despatch order status is automatically changed to the specified Fulfilled Status.
Final Quantity >= Required Quantity * ( 100 – Fulfilled Percentage ) / 100
Note: Whether loading or unloading transactions are considered depends on the Despatch Fulfilment Type specified for the despatch order.
If unchecked, the Fulfilled Percentage field is not applicable.
- Enter the Fulfilled Percentage to determine whether sufficient material has been loaded or unloaded and the despatch order should be marked as fulfilled. Default: 0.
Example: A despatch order (DO) has a Required Quantity of 100 tonnes. However, if a quantity greater than 98 tonnes is loaded, the DO is to be marked as Fulfilled. The value for Fulfilled Percentage should be 2.
- Check Auto Fulfil DOs.
- If the despatch order status is to be automatically updated when Fulfilled is checked or unchecked:
- Ensure that the Despatch Order status definition has appropriated statuses for despatch order fulfilment. See Create a Status Definition for Despatch Order Fulfilment.
- Select the Fulfilled Status from the statuses defined in the Despatch Order status definition. Only the statuses that have the Selectable property enabled display. Default: The Fulfilled Status specified on the CreditManagement tab of the Organisation.
If a Fulfilled Status is specified, when Fulfilled is checked for the despatch order (either automatically or manually), the despatch order status is updated automatically to the specified Fulfilled Status.
- Click Save.