Program OSBS, Batch Select & Initialize Staging, is used to select a number of sales orders and then initialize staging for the selected staging orders. Once the orders have been initially staged, staging can be completed with program OSEM, Stage Sales Order for Shipping.
In order for open orders to be selected, they must meet the criteria entered for this item in this program.
Some setup must be completed in program ILPM, Plant Code Maintenance, for the plant before this program can be used.
When orders are initialized for staging with program OSBS, Batch Select & Initialize Staging, a tracking record is written for the INITIAL tracking code.
Sales Orders with Multiple Ship From Plants
Initialize Staging for Controlled Items
You cannot stage orders with the following conditions:
The sales order was entered in a different plant that the one that you are currently logged into.
The sales order location in the header is assigned to a different plant than the one that you are currently logged into.
The sales location in the header is assigned to a different plant than the default plant for the sales order lines.
Once a sales order has been staged, the sales location and the sales order line default plants cannot be changed.
When sales orders with controlled items are initialized for staging with this program, the inventory is initialized from the item's backflush location in program ICEM, Item/Plant Maintenance. This can be changed when control numbers are entered when the item is staged in program OSEM, Stage Sales Order for Shipping.
If reservations are entered for the controlled item on the sales order, the order can only be staged with this program when the reserved controlled numbers are located in the item's backflush location in program ICEM, Item/Plant Maintenance. If the control numbers are not located in the item's backflush location, the order cannot have staging initialized with this program, and must be initialized manually in program OSEM, Stage Sales Order for Shipping.
1. You only need to set up for batch staging once. Changes can be made at any time to the batch shipping parameters set up in program ILPM, Plant Code Maintenance.
2. Go to program ILPM, Plant Code Maintenance.
3. Set the Mode of Operation pop-list
The Ship Complete Only flag in program OEOE, Sales Order Entry Maintenance, takes precedence over the Mode of Operation in program ILPM, Plant Code Maintenance, and will only allow the order to be staged completely.
Program OSBS, Batch Select & Initialize Staging, will check the current inventory before initializing staging for the order. This means that for each order, the program will check the inventory level and if there is enough inventory to stage, it will be able to initialize staging for the order. When an order line item has been initialized for staging, the quantity is no longer considered as available by program OSBS, Batch Select & Initialize Staging, and will not be taken into account for other orders with the same item.
You can do one of the following:
Fully Shipped On All Lines: ship the complete order only. The program will not initialize staging for an order unless all of the lines on the order can be shipped complete.
Partially Shipped: partially ship the order and backorder the rest. The program will only initialize staging for order lines that can be shipped complete. Staging will not be initialized for order lines for which there is not enough inventory to ship the line complete.
Do Not Check Stock: do not check stock at all and just initialize staging for the order. If this is chosen, the possibility exists that the inventory will become negative when orders are staged in program OSEM, Stage Sales Order for Shipping.
4. Set the Ship Priority Method pop-list.
Sales orders are initialized for staging in either order number sequence or ship date sequence according to the Ship Priority Method pop-list.
If the pop-list is set to order number sequence, the staging will be initialized for sales orders according to order number.
If the pop-list is set to ship date sequence, the staging will be initialized first for sales orders with the oldest ship dates.
This also works with the orders with the ship complete only flag set to on. The inventory will be checked for the orders according to ship date sequence or order number sequence.
5. Set the Batch Ship Method.
This pop-list allows you to choose the location from which you wish to stage the order lines that are not controlled. You have the following choices:
From Any Shippable Location
From Default Location
Default or Backflush Location
From Backflush Location
The default stock location and item backflush location are set up in program ICEM, Item/Plant Maintenance. These locations must be defined as shippable in program ILMM, Location Master Maintenance, for the line items to be initialized for staging.
6. Set the Create Move Pull Cards flag to the desired setting.
There is an option that has program OSBS, Batch Select & Initialize Staging, create temporary pull cards, or move tickets, to move the inventory that will be staged. Move cards are created to replenish the inventory in the location from which the order was staged.
The Mode of Operation pop-list must be set to Fully Shipped On All Lines or Partially Shipped to use this option. The option does not apply to Do Not Check Stock.
This move ticket option depends on the Batch Ship Method pop-list as follows:
If the pop-list is set to From Default Location, and there is insufficient inventory in the default location to ship the order, but there is inventory in the backflush location, then a move ticket will be created to move the necessary inventory from the backflush location to the default location. The default stock location is defined in program ICEM, Item/Plant Maintenance.
If the pop-list is set to From Backflush Location, and there is insufficient inventory in the backflush location to ship the order, but there is inventory in the default location, then a move ticket will be created to move the necessary inventory from the default location to the backflush location. The item backflush location is defined in program ICEM, Item/Plant Maintenance.
Move tickets are identified in program IPSM, Inventory Pull Card Definition, as move tickets and can be purged in program IPSM, Inventory Pull Card Definition, with the [Purge Old Move Tickets] button. Move ticket information can be printed with program ICKR, Inventory Moves Pending Report.
7. Press [Commit] and exit. Return to program OSBS, Batch Select & Initialize Staging.
1. In the Orders From and To fields, you can enter a range of orders that you want to be considered for staging. If you leave these fields blank, the program will consider all existing open sales orders in the entered date range for staging.
2. In the Start Date field, enter the first date in the range of dates for which you want sales orders considered for staging.
3. In the End Date field, enter the last date in the range of dates for which you want sales orders considered for staging. The program will consider all open sales orders for which the Estimated Ship Date occurs after the Start Date and before the End Date.
4. Enter the staging stock area and bin location to which the inventory will be moved.
It is strongly recommended that users do not make the staging locations non-nettable. Non nettable locations are meant to be used to quarantine inventory so that it will not be considered for planning/reservation purposes.
If your staging locations are non-nettable, and the Include Non Nettable in available to promise flag is set to off in program SPMM, System Parameters/Default Maintenance, when you stage the quantity to that location, the quantity moved will not be added back into the available to promise. Since the sales allocations are not decremented until the sales order is shipped, it will appear to make the available to promise less than it actually is.
5. Enter the employee number.
6. In the Order Date Qualifier field, if you wish to have only sales orders with a specific order date qualifier considered for staging, enter the order date qualifier. This is an optional field and is only used to narrow down the orders to be considered. If you leave this field blank, all sales order will be considered regardless of the order date qualifier.
7. In the Sale Reason Code field, enter the sales reason code assigned to the sales orders that are to be considered for staging. This is an optional field used only to narrow down the orders to be considered. If you leave this field blank, all sales orders will be considered regardless of the sales reason code.
8. If you want previously rejected orders considered first, set the Give Priority to Rejected Orders flag to on.
9. If the order quantities on rejected orders is to reduce the quantity available for the item on other sales orders, set the Availability is Reduced by Rejected Orders flag to on.
10. Press the [Validate Parameters] button.
11. The total open orders that can be selected for initialization of staging according to the entered parameters will be displayed in the Total Open Orders field.
12. To initialize staging for these orders, press the [Process Shipments] button.
13. The total number staged and the total number rejected will be displayed. You can maintain the staging information in program OSEM, Stage Sales Order for Shipping, for those for which staging was successfully initialized.
14. The number of orders that were not initialized for staging will be displayed in the Total Orders Rejected field. To view the orders that were not initialized for staging and the reason they were rejected, press the [Show Reject Log] button.
Press this button to process the selected sales orders. Eligible sales order will be initialized for staging and staging can be maintained in program OSEM, Stage Sales Order for Shipping. Rejected sales orders will not have staging initialized in program OSEM, Stage Sales Order for Shipping.
Press this button to view the orders that were rejected from the batch stage process. The information includes the order number and suffix, enterprise, plant, rejection reason, and date of the batch. The batch ship method from ILPM, Plant Code Maintenance, and the mode of operation are also displayed.
Press this button to display how many sales orders are available for staging initialization according to the entered parameters.