Enriching items in sales orders
Menu path
Go to Order ➔ Entries ➔ Picking list, select a sales order, and then click
Enrichment.
Introduction
You can manually reserve the items in sales orders in this screen.
Note: This screen is available only if you have selected the Use enrichment check box at System ➔ General ➔ Settings, under Order settings in the Fulfillment section.
What version are you using?
The information in this document is applicable to product update 411 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I enrich items?
- In the Enrichment screen under the
Location column, define the location of the item to be delivered.
- Under the Actuals column, type the
quantity of the item to be delivered.
- Under the Serial/batch column, select
the serial or batch number of the item. This is enabled only if the item is
a serial or batch item.
- Click Save.
Keep in mind: You can opt to have the item lines in this screen to be
grouped or separated once an enrichment has been performed. This can be set via
the Group: Fulfilment lines check box when you click 
Columns in the screen. If the
check box is selected, the item lines will be grouped according to the following information:
- Item
- Description
- Location
- Serial/batch
- Person
- Planned fulfilment date
- Project
How do I remove enrichments for items?
- In the Enrichment screen under the Actuals column, type
"0".
- Click Save.
Fields
Note: It is possible that not all columns in this example are displayed. You can add or remove columns as required by clicking Columns at the toolbar.
Note: If the Fulfillment date at Order
? Entries ? Picking list is defined (whereby the All check box is not selected), only the item(s) in the selected sales order with fulfillment date(s) equal to or earlier than the specified date will be displayed.
Description
This displays the description of the sales order. By default, the description displayed is based on the Description defined
in the Sales orders screen (go to Order
? Entries ? Sales orders, select the relevant sales order, and then click Open). This box cannot be edited.
Address
Click this to change the delivery address of the sales order. By default, the delivery address displayed is based on the Delivery to address defined at the Sales orders screen (go to Order ? Entries ? Sales orders, select the relevant sales order, and then click Open). For more information, see Maintaining
addresses in sales orders, Return to Merchant Authorization (RMA) orders, service
orders, and sales quotations.
The columns display information on items to be allocated. To process the allocation, you can fill in or edit the following columns:
Item
This column displays the item(s) in the selected sales order. This column cannot be edited.
Description
This column displays the description of the item. By default, the description displayed is based on the Description defined at the item maintenance (go to Order ? Items ? Maintain, select the relevant item, and then click Open), under the Basics tab. This column cannot be edited.
Status
This column displays the status of the item. By default, the status of the item displayed is based on the Status defined at the item maintenance (go to Order ? Items ? Maintain, select the relevant item, and then click Open), under the Basics tab. This column cannot be edited.
Location
Type or select (press F2) the warehouse location of the item to be delivered. By default, the warehouse location displayed is based on the default location of the item defined at the item maintenance (go to Order
? Items ? Maintain, select the relevant item, and then click Open), under the Inventory tab in the Locations per warehouse section. This information is mandatory.
Stock
This column displays the quantity of the item that is available in the warehouse (the Warehouse of the item defined in the sales order). By default, the stock quantity displayed is based on the Stock of the item at the item maintenance (go to Order
? Items ? Maintain, select the relevant item, and then click Open), under the Inventory tab in the Warehouses section. This column cannot be edited.
Note: This column is available only if you have selected the Check stock check box at System
? General ? Settings, under Order settings, in the Fulfillment section.
Ordered
This column displays the quantity of the item that has been ordered. By default, the Ordered quantity defined in the sales order is displayed. This column cannot be edited.
Actuals
Type the actual quantity of the item that will be delivered. By default, the displayed quantity is based on the ordered quantity.
Unit
This column displays the sales unit or sales order unit of the item, depending on the Quantities selected at Format columns (when Columns at the toolbar is clicked). If the Sales unit option is selected at Format columns, by default, the sales unit will be displayed based on the Sls. unit of the item defined at the item maintenance (go to Order
? Items ? Maintain, select the relevant item, and then click Open), under the Basics tab. If the Sales order: Unit option is selected at Format columns, by default, the sales order unit will be displayed based on the Unit defined in the sales order. This column cannot be edited.
Serial/batch
Select the serial/batch number of the item to be delivered. By default, the Serial/batch numbers defined in the sales order is displayed.
Person
This column displays the person in charge of the item. By default, the Person defined in the sales order is displayed. This column cannot be edited.
Planned fulfillment
This column displays the date the item is planned to be delivered to the customer. By default, the Planned date defined in the sales order is displayed. This column cannot be edited.
Project
This column displays the project code of the item. By default, the Project code generated or defined for the sales order under the Analytical group section in the sales order conditions screen (go to Order
? Entries ? Sales orders, select the relevant sales order, click Open, and then click Conditions) is displayed. This column cannot be edited.
Receipt
This column displays the quantity of the item that has been delivered to the customer. By default, the Delivered quantity defined in the sales order is displayed. This column cannot be edited.
Note: This column is available only if you have selected the Check stock check box at System
? General ? Settings, under Order settings, in the Fulfillment section.
Buttons
Sales order
Click this to view the sales order. For more information, see Creating and
maintaining sales orders.
Reset
Click this to remove allocation of the items. The quantity of the items in the Actual column will be changed to “0”.
Save
Click this to save the information.
Cancel
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Support - On-line help |
| Category: |
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Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
13.721.255 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
382 |
Attachment: |
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| Disclaimer |