Enterprise Cloud Apps: Defining Release Rules for Shipping

The Release Rules window defines and saves picking criteria that can be used when running Pick Release. Once we have created a release rule, we can select the rule from the Based On Rule list on the Release Sales Orders for Picking window to automatically populate the fields on the window with the predefined picking criteria.

The following are two examples of uses for release rules:

· We have prearranged schedules for carrier pickups. One carrier comes every morning and the other comes every afternoon. We create two separate release rules, one for each carrier. Each day, when it is time to pull all orders for the morning carrier, we release orders using the rule for that carrier and all the necessary release criteria are automatically defaulted to the appropriate fields.

· We like to release all backorders in each of our warehouses once each week. For convenience, we set up a release rule for a specific warehouse and backorders only. Simply reuse the release rule each week to get our backorder pick slips.

If we create a release rule that includes a Request Date From/To or the Schedule Ship Date From/To as part of the release criteria, the next time we use the release rule the following will apply:

· If we enter the current date, the release rule always defaults to the current system date.

· If we leave the dates blank, the release rule always leaves the dates blank.

· If we enter any date other than the current date, the release rule always defaults the date we entered when we created the rule.

To Define Release Rules, Navigate to Order Management Super User Responsibility à Shipping à Setup à Picking à Define Release Rules Form

Release Rules window opens. Type the Rule Name

In the Order tab, Select the Order whether All, Unreleased, Released, etc

In the Shipping tab, Select Ship from Warehouse, Document Set, and Release Sequence Rules. Also select Auto Allocate Deliveries and Auto Pick Confirm as Yes.