Division Orders Options

Note: If your IntelliTrack system uses the Orders options, the Division form will contain an Orders tab with receiving order and picking order options. For this tab to be part of the Division form, the role of the logged-in user must include the Picking Orders feature and/or the Receiving Orders feature.

Orders are tracked at the division level. Order types include:

When you perform an order, an order number is required and it must be unique within the division. Each division contains options for Order Numbering.

Divisioin form - ISRP tab

Receiving order options:

  • Receiving Order Auto-Numbering checkbox: when unmarked, the system will not assign an order number to the receiving order. The user must enter an order number when adding a receiving order at the Receiving Order page. When marked, the system automatically increments and assigns an order number to the receiving order. The user does not have to enter an order number when adding a receiving order at the Receiving Order page.
  • Next Order field (required when activated): activates when using auto-numbering for receiving orders; the next starting order number is entered in this field, the system default value is 40000. If this option is turned off and then back on, the next order number will reset to 40000. You may enter a different number in this field, if desired.
  • Prefix field (required when activated): activates when using auto-numbering for receiving orders; a value that is placed in front of the order as a means of order identification. The system default value for Receiving Orders is RCV. You may enter a different value, if desired.
  • Receiving Order Auto-Line Numbering checkbox: when marked each line item in the receiving order is automatically numbered by the system. When unmarked, the user must enter a line number for each line item in the order.
  • Start At field: enter a starting line number value for each order. A default value of 10 is automatically entered by the system.
  • Increment By field: enter an incremental value for each line number in the order. A default value of 10 is automatically entered by the system.
  • For example, if the starting line number is set at 10 and the incremental value is set at 10, the first line number would be 10, the second line number 20, the third line number 30, etc.

Picking order options:

  • Picking Order Auto-Numbering checkbox: when unmarked, the system will not assign an order number to the picking order. The user must enter an order number when adding a picking order at the Picking Order page. When marked, the system automatically increments and assigns an order number to the receiving order. The user does not have to enter an order number when adding a picking order at the Picking Order page.
  • Next Order field (required when activated): activates when using auto-numbering for picking orders; the system default value is 50000. If this option is turned off and then back on, the next order number will reset to 50000. You may enter a different order number, if desired.
  • Prefix field (required when activated): activates when using auto-numbering for picking orders and is required; a value that is placed in front of the order as a means of order identification. The system default value for Picking Orders is PK. You may enter a different prefix value, if desired.
  • Picking Order Auto-Line Numbering checkbox: when marked each line item in the picking order is automatically numbered by the system. When unmarked, the user must enter a line number for each line item in the order.
  • Start At field: enter a starting line number value for each order. This designates the starting line number for the first line item in the order. A default value of 10 is automatically entered by the system.
  • Increment by field: enter an incremental value for each line number in the order. This designates the incremental value from the first line number in the order. A default value of 10 is automatically entered by the system.
  • For example, if the starting line number is set at 10 and the incremental value is set at 10, the first line number would be 10, the second line number 20, the third line number 30, etc.

Note: In order to view the inventory allocation options for picking orders, the role of the logged-in user must include the Inventory Allocation feature.

  • Allocate Inventory checkbox: when marked, inventory is allocated for picking orders. The Allocate Inventory option is available for a picking order at the Picking Orders page. When inventory is allocated for a picking order, for each line item in the order, the available inventory quantity in the Each count, for all sites-locations in the default division of the logged-in user is calculated. If the ordered quantity is more than the available inventory, the user is prompted with a message that warns the user that the ordered quantity will result in the item being over-allocated and shows the maximum quantity (in the Each count) allowed that will not result in the item being over-allocated. The user may change the ordered quantity so that it will not result in the item being over-allocated or the user may override the warning and save the over-allocated quantity to the order. The allocated inventory for an item is also performed during an inventory adjustment. When inventory is adjusted, for each item that is being adjusted, the available inventory quantity (in the Each count) for all site-locations in the default division of the logged-in user is calculated. If the inventory adjustment quantity results in the item being over-allocated, then the user is prompted with a message that notifies him/her of this and displays the minimum UOM quantity that is needed in order for the item to be properly allocated. When unmarked, the Allocate Inventory option is not available for a picking order, and the picking order line items will not be allocated from existing inventory.
  • Allocate Inventory for all Orders checkbox: this option is available when the Allocate Inventory checkbox is marked. When marked the Allocate Inventory feature is automatically used for all picking orders. When unmarked, the Allocate Inventory feature is not automatically turned on for a picking order.
  • Transactions Associated with Inventory Allocation: if the user overrides an inventory allocation check at the Picking Orders page, a Picking Order Item Allocation Check Overridden transaction is written to the history log. If the user overrides an inventory allocation check at the Adjust Inventory form, an Inventory Adjustment Item Allocation Check Overridden transaction is written to the history log.