The Shipment Cycle Order Spawn option allows the system to automatically roll back ordered items onto new sales orders during Shipping Confirmation. Upon saving the Shipment Confirmation, any line items that are backordered will be canceled on the original order. A new sales order will be created with the shipment cycle number appended at the end (ex: 012345-01) with these products on it. If backorders exist on the newly spawned order during the next confirmation, the process will continue (using -02,-03,-04, etc) until all line items are shipped in their entirety. This allows multiple shipments to occur without having to wait for the previous shipment to be invoiced. Additional features, such as Automatic Back Order Release will release the newly spawned order, regardless of the status of the original order (assuming adequate inventory is available).
Company setup
To enable this option, go to File > Company > Master, click the Sales tab, and then set Spawn New S/O for B/O items after Shipment Confirmation field to Y.
To ensure this option goes into full effect, log out of Inform and back in.
Shipment Cycle Order Spawn Workflow
When an order is ship confirmed and contains backordered products, upon saving the shipment confirmation you will be notified that a new order was spawned. This prompt contains a hyperlink to the new sales order. This new order will contain only the backordered products. Additional order features such as Special Instructions, Deposits, Item Groups, etc. will not be transferred to the new order. The previous shipment cycle order will continue to display the canceled product, with a hyperlink beneath the product description which directs to the new shipment cycle order.
