Tip:
Stock and credit approval, as well their respective blockages, depend on definition of parameters involved.
This option is used to release orders for invoicing.
The release can be total or partial.
Example:
Considering an order of 1,000 parts released through the manual option with quantity of 500 parts. When the automatic option is used, the partial balance of this order is releases (as long as credit and stock are approved).
The system runs the customer credit analysis in the moment of the release. If approved, the system analyses the stock, posting the quantities released for invoicing. If stock is insufficient, the system blocks the order.
Stock and credit approval, as well their respective blockages, depend on definition of parameters involved. |
Procedures
To run the Orders Automatic Release:
1. In Orders Release, press the [F12] key and define the parameters desired for the release.
2. Observe configuration of Transfer Warehouses parameter, which enables treatment for the balance reserve in the transference among warehouses.
3. Place cursor on order to be released and select the Automatic option.
The system displays the parameters window.
4. Configure and confirm them.
An window comes up with the description of the automatic release routine, which should be carefully read.
5. Check data and confirm release.
Check, in maintenance window, that the order has a yellow status 
, which indicates that product is released. Now, the order can be evaluated by credit and stock.