Requirements

Scenario 

BBC offers two options for customers  to choose their shipping method. The customers can select standard shipping or Express Shipping methods. In some cases, customers can choose some items to be shipped through express shipping and the remaining items through standard shipping. To be more specific, customers can opt for express delivery of the items available in the warehouse at the time of placing their order and the remaining items will be delivered later through standard shipping methods. 

In short,items available in warehouse can be shipped through Express shipping or Standard shipping . Items on pre order can only be shipped through standard shipping.

Clients need  the script to be triggered during wave creation.If an order is removed from a wave during a short pick scenario, then the entire processes need to be reversed.

Solution

Prerequisite of the task

• A custom checkbox field to indicate that the customer opt for express delivery of available items shipped through express delivery and the remaining items sent through standard delivery.

Description of the task

For Splitting the parcel if the custom checkbox is checked:

• Certain conditions to be satisfied for the proper working of the script to achieve the requirement
• A custom field is created as a flag to the script. If it is checked, it means that the customer opt for express delivery of available items shipped through express delivery and the remaining items sent through standard delivery.
• If the custom checkbox is checked and ship complete is checked, then  a script will be triggered.
  The script will execute the following:
• Ship complete checkbox will be unchecked
• Line level item commit column will be selected to Available Quantity

• A workflow is applied to Sales order in which a state with a field is defined. If the custom checkbox is checked, this workflow field will be populated with the shipping method value. When the checkbox is unchecked, the workflow will make the shipping method value to the previous value.

• A User Event script is implementing to the wave record
• Whenever a wave record is created, it will check the sales orders associated with the wave record creation. 
• Load each and every sales orders included in wave release 
• Check whether the custom checkbox is checked or not
• If it is checked, the ‘ship complete’ checkbox in sales order will be changed to checked. This will trigger the workflow which will make the shipping method to updated to the previous value of shipping method
• A clientScript needs to be implemented to alert users who check the custom field to minimize the chance of errors. Here the user will be alerted  to check the checkbox only the  sales order is needed to be split into two parcels and the shipping methods are Express delivery for the first parcel and any of the Standard delivery methods for second parcel.

Reversing the processes done if the pick task is reversed or the mark open picks done:

• A UserEvent  script running in the wave record where the script will check the ‘Pick Status’ is changed from ‘in progress’ to ‘done’ . Also,check that the ‘remaining quantity’ is not zero. If the aforementioned conditions are satisfied, the script will check the sales orders associated with that wave where the custom field is checked. If it is checked , the script will uncheck the custom field and check the ship complete field
• The workflow action which is already implemented in the sales order will change the shipping method value to the previous shipping value when the custom field is unchecked

Assumptions

• The custom checkbox is checked only when the customer has opted to send only two parcels in total. BBC shouldn’t check the Split Parcel checkbox in other scenarios 
• Also, there will not be any item fulfilment record created before while checking the custom split parcel checkbox
• In the  following Scenarios, BBC will be taking the following actions. The script should not be triggered for such cases.
  • Scenario: If the customer opted to send parcels whenever the item is available and shipping method is standard delivery only
    • In this case. there may be chances of two or more item fulfilment records
    • Ship Complete box is unchecked
    • Custom checkbox is  unchecked
  • Scenario: If the customer opted to send parcels whenever the item is available and shipping method is Express delivery only
    • In this case. there may be chances of two or more item fulfilment records
    • Ship Complete box is unchecked
    • Custom checkbox is unchecked
  • Scenario: If the customer opted to send all items in a single parcel and shipping method is standard delivery or Express delivery
    • In this case, only one item fulfilment record per order
    • Ship complete is checked
    • Custom checkbox is unchecked
• Default commit option on sales order should be “Available Qty”
• There is only one default option for Express delivery
• ‘Create item fulfillment at locations using warehouse management’ is set to ‘per order’

Select your preference for item fulfillment creation:

• Per Order: Generate an item fulfillment for each released order
• Per Order Line: Generate an item fulfillment for each line item of a released order

This is a global accounting preference for all subsidiaries. In the production account, it is set to ‘per order’

• Applicable only for sales order which is approved
• Applicable for locations where ‘use warehouse management’ is enabled
• Assuming that the warehouse people only pick the released orders and not unreleased orders
• ‘Use Bins’ are configured in the location

Note

• The script is restricted to only the ‘Baby Central Limited’. 
• If the item is missing on the shelf, the wave status and pick status will be ‘In Progress’. We have two options to complete this task. Either by marking open picks as done or reverse the pick. Here we are reversing the pick task and not the wave release.
• Also, if the wave release is in the status ‘In progress’ , it cannot be deleted.

Risk

• The custom checkbox is checked only when the customer has opted to send only two parcels in total and the customer wants to send the available items in the Express delivery method and remaining in a single parcel in the mentioned standard delivery method. This box cannot be checked in any other scenarios.

Result and Evaluation

• Create a sales order in main subsidiary for an item where the custom field is checked and ship complete field is checked
• Check whether the available quantity is available for release in the wave and shipped through Express delivery
• Check whether the remaining items creating a single item fulfilment record and shipped through the previously mentioned delivery method 

Timeframe

Effort required : 20 hrs