Despatch Order Fulfilment

• Despatch Order Fulfilment
• • Automatic Despatch Order Fulfilment
  • Manual Despatch Order Fulfilment
  • Impact of Despatch Order Fulfilment on Despatch Order Status
  • Impact of Despatch Order Fulfilment on Transactions
  • Impact of Despatch Order Fulfilment on Credit Management
  • Impact of Despatch Order Fulfilment on Snapshots
  • Despatch Order Fulfilment with Parent and Child Despatch Orders

If a despatch order has been marked as fulfilled:

• The despatch order cannot be allocated to any other despatch or package group.
• No more (loading or unloading) transactions or movements can be associated with the despatch order.
• The mass of existing transactions cannot be edited.
• The despatch order status can only be changed manually to a closed status.
• Contract terms cannot be overridden for the despatch order.

Whether loading or unloading transactions are considered depends on the Despatch Fulfilment Type specified for the despatch order. For example, if the Despatch Fulfilment Type is Unloading, only the unloading transactions are considered for despatch order fulfilment. For descriptions and the impact of the Despatch Fulfilment Type, see Despatch Orders.

Whether a despatch order is fulfilled is indicated by the Fulfilled checkbox on either the Despatch Order or in any Despatch Order table, such as within a contract or on a despatch.

Despatch orders can be marked as fulfilled automatically or manually.

Automatic Despatch Order Fulfilment

Automatic despatch order fulfilment can be configured for an organisation. This configuration is inherited by contract products for sales and purchase contracts with that organisation, where the configuration can be overridden for an individual contract product.

Fulfilled is checked for a despatch order automatically if all the following statements are true:

• Auto Fulfil DOs is checked on the Contract Product node.
• Final Quantity >= Required Quantity * ( 100 – Fulfilled Percentage ) / 100
• The loading or unloading transactions have been saved.
• The despatch order is not Cancelled.

Important: Automatic despatch order fulfilment should not be used with Consignment Parent Despatch Orders (CPDOs).

Manual Despatch Order Fulfilment

Fulfilled can also be checked and unchecked manually if the user has the Allow the user to control whether a despatch order is fulfilled security right in the Contracts domain security rights group.

Impact of Despatch Order Fulfilment on Despatch Order Status

If a Fulfilled Status is specified on the Contract Product node and the despatch order is not cancelled:

• When Fulfilled is checked (either automatically or manually), the despatch order status is updated automatically to the specified Fulfilled Status.
• When Fullfilled is unchecked manually, the despatch order status is rolled back automatically to the previous status in the despatch order status history.

If no Fulfilled Status is specified on the Contract Product node, no automatic change is made to the despatch order status.

If Fulfilled is checked, the despatch order status can only be changed manually to a closed status.

Impact of Despatch Order Fulfilment on Transactions

If a despatch order has been marked as fulfilled, no further (loading or unloading) transactions can be associated with the despatch order. Neither can the mass of existing transactions be edited.

Impact of Despatch Order Fulfilment on Credit Management

If despatch order fulfilment is configured for a contract product and a despatch order (DO) for that product has been partially loaded/unloaded, both the loaded/unloaded quantity and the residual quantity affect the credit exposure. The residual quantity is the difference between the loaded/unloaded quantity and the required quantity when the required quantity is greater than the loaded/unloaded quantity.

The monetary values of the loaded/unloaded quantity and the residual quantity display on separate lines on the Summary view of the credit transactions. In the Date Range and Only Active Transactions views, the monetary values of the loaded/unloaded quantity and the residual quantity are aggregated for the DO.

When the DO is marked as fulfilled, the residual quantity is zero. For fulfilled DOs, only the monetary value of the actual loaded/unloaded quantity affects the credit exposure.

The residual quantity is also zero when a final invoice is created for a DO, irrespective of whether the DO is marked as fulfilled.

Similar logic applies to Aggregated Parent Despatch Orders (APDOs) that have at least one loaded/unloaded child despatch order (CDO).

Example: An unfulfilled DO (with the Despatch Fulfilment Type set to Loading) has a required quantity of 1000 lb. The DO is associated with a first loading transaction of 205 lb.

DO Residual Quantity = Required Quantity – Loaded Quantity = 1000 lb – 205 lb = 795 lb

Four more loading transactions are associated with the DO. Each transaction is 195 lb.

DO Residual Quantity = 1000 lb – ( 4 * 195 lb + 205 lb ) = 1000 lb – 985 lb = 15 lb

The DO is marked as fulfilled.

DO Residual Quantity = 0 lb

Impact of Despatch Order Fulfilment on Snapshots

In despatch order snapshots where costs are calculated, if the despatch order is unfulfilled, the snapshot displays costs based both on actual quantities and the balance. The balance is the minimum required quantity minus the actual quantity. If the despatch order is fulfilled, only costs based on actual quantities display on the snapshot.

Despatch Order Fulfilment with Parent and Child Despatch Orders

See Parent and Child Despatch Orders. For aggregated parent despatch orders (APDOs), consignment parent despatch orders (CPDOs) and split parent despatch orders (SPDOs), if Fulfilled is checked on the PDO manually, Fulfilled is checked automatically for all CDOs that are not cancelled, and the PDO and CDO statuses are updated as described above.

If the PDO is marked as fulfilled, the Fulfilled checkbox cannot be edited for individual CDOs.