In many circumstances there can be a need to place a volume order for certain items, but request that deliveries are staged over a number of weeks or months, either to a fixed plan or on request, until the order is complete. The Order Call-Off accessory creates some automatic and semi-automatic procedures to manage this situation.
There are two basic flavours for such procedures:
A schedule of call-off quantities and dates may be supplied. We call this a scheduled order call-off.There must be a system-defined maximum number of scheduled call-offs against any order, which depends on file design, but is likely not to exceed 30
The call-off may be defined as a fixed quantity to be supplied at regular time intervals. We call this a frequency call-off
You can only use one method within one order processing system.
When the Call-Off accessory is enabled, then an order detail line can be defined either to be a normal order line, or a call-off template. A call-off template line is treated as part of the order for the purposes of acknowledgements and order values, but cannot of itself be used to create delivery note or invoice lines. Extra order lines, call-off lines, must be created from the template to print on these documents. These do not affect the order values as such, but are used when generating picking notes, and for printing delivery notes and invoices.
An extra flag is needed in the order detail file to mark the order line as a template.
You can run a batch process to create call-off lines from order templates, the decision process being based on whether the call-off date for a scheduled or frequency call-off is now due.
Call-offs is defined at the order detail line level, not at the order header level, so there are no implications to the order header stage when creating an order. An order detail is defined to be a template when you answer Y against the question ‘Template?’, whether entering details in order detail entry.
Article ID: 1448
Created On: Tue, Jul 3, 2012 at 2:03 PM
Last Updated On: Mon, Jun 12, 2023 at 5:17 PM
Online URL: https://kb.datafile.co.uk/article/sop-order-call-off-1448.html