Proposal Summary
This proposal summarizes the solution for implementing an auto fulfilment functionality for all non-inventory and service items when there left only these items in sales order to fulfil. We will find all such sales orders and then fulfil the notes only and mark them shipped in the sales orders.
Requirement
We need to auto fulfil the notes automatically and marks them as SHIPPED when only notes remain in an order! We have many orders open with notes that wasn’t fulfilled. It’s not good! In this case, I believe that if only ALL NON-INVENTORY Items (See attached) are left on a SO then it should be fulfilled automatically! Ultimately, we are trying to make sure nothing stays open after the order is fully shipped!
Our Solution
- We will develop a scheduled script that fetches all the open sales orders having any non-inventory or service item only left to fulfil.
- Such sales orders are fetched with a saved search.
- We will then fulfil unfulfilled such items (all non-inventory items and service items) and make them shipped in each of the sales order fetched.
- We will consider only the sales orders created at least before 15 days (15 days’ time for fulfilling items in the order other than non-inventory and service items.)
- If there are multiple items (non-inventory and service items) that are in multiple location in a sales orders item sub list to fulfil, then we will need to create separate fulfilments based on items line level location.
Assumptions
- We will only consider all non-inventory items and service items in this auto fulfilment functionality. If more item types are needed, please mention them.
- We assume that the sales order should have any “non inventory item or service item or both” only left to fulfil, other items should be in shipped status to fetch the order for performing the auto fulfilment of non-inventory and service items.
- We will only consider the orders with status “Pending Fulfilment “, “Partially Fulfilled” and “Pending Billing/Partially Fulfilled”.
- The posting period of item fulfilment created with this auto fulfilment functionality will be the month in which the fulfilment is created.
- Consider a scenario where a non-inventory or service item in a historic sales order is the only one item left to fulfil, but the item is currently inactive. We cannot fulfil such items using our script. Corp team need to manually handle such scenarios.