We are attempting to setup the Automate Fulfillment Rules and Process. Our goal is for the system to check all orders as they come in, for include only ship complete, exclude credit holds and if in-stock Inventory is Available (Meaning not allocated to another Order or allocated to a Firm Assembly Job) then it can be allocated and released for picking. We created a BAQ that handles this for the automation process to allocate the correct orders. Here is the tables and joins.
The Automated Fulfillment Rule will retrieve all the orders on this BAQ where we do not filter the BAQ by the calculated_AvailableY_N.
The Automated Fulfillment rule will no longer return results from the BAQ.
We get a test successful but no results. If I delete that subquery line, save and run test I get success and it shows all the Order Releases from the BAQ. Does anyone know anything about this?
Where is the setup documentation on this? Trying to understand how to get from the BAQ to the parts to be in Picking. Parts on jobs are getting “stuck” at Allocated, would like to get them to be in Picking.
Hi Keith, No we didnt. I opened up support tickets with Epicor but they were no help. We worked around it by modifying baq so that we didnt use the subqueries anymore and forcing the BAQ to only pull sales orders that the CS Team has marked “Ready To Fulfill”. Sorry for taking so long to get back to you.
I agree 100%. Unfortunately Epicor did nothing to help me resolve it or address it as a bug. We found a work around so I let it go. I wonder if it would work after that last couple updates.
In the kinetic help section, there is some documentation. I used this along with loads of testing in our pilot environment to get a good understanding of the system before deploying to our live environment. Do you have the advanced Material Manager license? You cant use this feature without it.
It’s a super cool feature they added. When they first rolled it out I went to the session at insights and was pretty happy to see they made it so easy to build out custom fulfillment rules using tools already available. Fulfillment is so custom for every company, this was a much needed feature.
