What is the best way to enter an order and have it on hold so you can get a proforma invoice BUT not have it affect the MRP or PO Suggestions.
We get orders from International customers whom we haven’t done business with and we want to have them pay for 50% upfront and the balance when it’s ready to ship in order for the order to ship. However, we have had instances where work is done on the production side through MRP and things are processed for an order that has been on hold. I will need to enter the order in order to give the proforma to receive payment, but I don’t wish to start working or purchasing items for the order without the initial 50% deposit being made. Any ideas?
Our customer service team goes into the release and sets it to Not Firm. We ended up using a bpm to default all of the releases to not firm. Once they have whatever information they were waiting on, they re-firm the release.
Same as @jeromy, we have a BPM set all lines to not firm, on some orders we even move the ship date out 2 years to ensure that MRP does not pick them up.
we have a customization on our hold button that processes a below minimum order dialog prompt as well as kicks out generating the sales order pick ticket. We have had it updated to unfirm the lines when an order is on hold so we get the desired effect.