SPEC 6011 - Convert Processed and Unprocessed orders to Direct

Date Released: Nov 2019

Modules: Navigator Order Management

Description:Adds a Navigator Setting that allows you to change the warehouse on processed and unprocessed orders from a stock warehouse to DIR.

Navigator Menu Options

The setting Allow conversion of stock orders to direct ship was added to the Application Permissions on the Navigator options 1, 2 and 5.

The default for the setting is N.

If the setting is activated the option Convert to Direct is added to the Available Options in Order Management when:

  • In order change
  • The order is not already a direct (supplier = 001), or a purchase order (account = 00001) and not a credit (order type = C)

When Convert to Direct is selected, the system checks the Allocation Swapping setting Regular/Allocated orders at the following statuses can not be updated.

Selecting Convert to Direct displays a popup allowing you to enter a new supplier.

Entering DIR for a direct supplier does the following:

  • The header warehouse is changed to DIR
  • The order type is changed to D.
  • Existing lines are canceled.

  • Each line is checked and updated against the new Pricing Method.
  • The End-of-Order options are set to be for Directs.

  • An entry is made in the Notepad.