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Hi,

To streamline our processes in our of our business lines we decided to automate part of the shipment process. To do so, we’ve created a Customer Order Type and a Shipment Type which both stops after the order confirmation is printed, meaning that in theory once the parts are reserved it should create a pick list, pick the parts, dispatch and invoice the order.

 

Unfortunately, it doesn’t do that, If we reserve parts it gets stuck there though if I press “Report Reserved Quantities as Picked” it triggers the processes and it will automatically perform the steps mentioned above.

 

My assumption is the issue lies somewhere with the pick list so I’ve added the pick list report in Report Printers and set it to No_Printout but that hasn’t changed a thing.

 

Any advice would be welcome.

Cheers !

 

 

 

 

 

Hi @Mbourret,

If you have used the line level commands such as reserve customer order lines or report picking pick list lines, then the automatic flow will not smoothly function.

When reserving on line level, the shipment flow will not be triggered to continue automatically, even if the setup requests an automatic flow. This only comes when the whole CO or Shipment is reserved. This is how the product is designed.

Given that the system is currently checking the automatic steps in case the reservation flow is made from ‘Reserve Customer Orders’ only, If the customer order has only one line, the whole CO would also be completely reserved from CO line reservation process.
Even if there is only one line and you do a line reservation, the automatic flow is not triggered. You have to do the next step manually.

Automatic flow is triggered from Reserve CO or Reserve from Shipment header level only.

BR,

Thilini


Hi @Mbourret,

If you have used the line level commands such as reserve customer order lines or report picking pick list lines, then the automatic flow will not smoothly function.

When reserving on line level, the shipment flow will not be triggered to continue automatically, even if the setup requests an automatic flow. This only comes when the whole CO or Shipment is reserved. This is how the product is designed.

Given that the system is currently checking the automatic steps in case the reservation flow is made from ‘Reserve Customer Orders’ only, If the customer order has only one line, the whole CO would also be completely reserved from CO line reservation process.
Even if there is only one line and you do a line reservation, the automatic flow is not triggered. You have to do the next step manually.

Automatic flow is triggered from Reserve CO or Reserve from Shipment header level only.

BR,

Thilini

Thanks for your answer, cheers !


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