Automated Order Release- Stop Manually Deciding What Ships

Automated Order Release Stop Manually Deciding What Ships

This demonstration explains how to configure and use automated order release in conjunction with soft allocation planning. The presenter walks through setting up various threshold parameters including price, quantity, and release group methods at different levels – from sales and receivable setup to individual customer cards and specific orders. Using Trey Research as an example, they show how customers can set minimum thresholds for partial shipments, such as requiring at least 50% or 75% completion before release. The demo includes running automated order release in simulation mode, reviewing the summary results, and examining detailed logs that show validation steps for each order line.

The example concludes by showing how the system would release four lines from a sales order based on allocation status, demonstrating the practical application of these automated processes for inventory and order management.

Picture of Mason Whitaker

Mason Whitaker