Order Orchestration: Sales Order Workflow

Order orchestration in sales orders is the process where the system automatically selects the most suitable warehouse or combination of warehouses to fulfill each item in the order. You can orchestrate orders individually on the Sales Orders (SO301000) form or process multiple orders at once on the Process Orders (SO501000) form, with the option to schedule orchestration for high-volume scenarios.

Start the Orchestration

To orchestrate a sales order, you click Orchestrate Order on the More menu of the Sales Orders (SO301000) form. This command is available only if the sales order meets the following conditions:

  • The settings of the order type of this order support orchestration.
  • The order type has the Destination Priority or Warehouse Priority selected as Fulfillment Strategy on the Order Types (SO201000) form.
  • The order's Orchestration Status is New or Unsuccessful.
  • The order's status is On Hold, Open, or Back Order
  • On the Shipping tab of the Sales Orders form, the Will Call check box is cleared.

When you click the command, the system analyzes your inventory and opens the Orchestrate Order dialog box. It inserts the recommended warehouse or warehouses into the Orchestration Details column for each item.

The system excludes sales order lines from orchestration based on the following settings on the Details tab of the Sales Orders form:

  • Operation Type is Receipt.
  • The Orchestrated check box is selected.
  • The Mark for Production check box is selected.
  • The Mark for PO check box is selected.
  • The Open Qty. is 0.

The system also excludes lines with the following items:

  • Non-stock kit
  • Non-stock

Complete the Orchestration

If you agree with the suggestions in the Orchestrate Order dialog box of the Sales Orders (SO301000) form, you click Save. The system closes the dialog box and does the following in the sales order:

  • Inserts the suggested warehouse into the order lines
  • Does the following for each orchestrated sales order line:
    • Selects the Orchestrated check box
    • Inserts the ID of the orchestration plan used for the item into the Orchestration Plan column
    • Selects the Allocated check box in the Line Details dialog box
  • Changes the orchestration status on the Shipping tab to Processed.

Mass-Orchestrate Orders

You can also orchestrate multiple sales orders simultaneously on the Process Orders (SO501000) form. To do this, you select Orchestrate Order in the Action box and do one of the following:

  • Select the unlabeled check box for each listed order that you want to process and then click Process on the form toolbar
  • Click Process All on the form toolbar
Tip: You can also create an automation schedule for order orchestration.