Split Order Lines to Be Purchased to Shipment

Split order lines that are waiting for purchase orders into a separate shipment.

Overview

The Split Order Lines to Be Purchased to Shipment step separates order lines that are awaiting purchase orders (backorder items) into their own shipment. This enables shipping available items while waiting for backorder fulfillment.

Identifier

PropertyValue
KeySplitOrderLinesToBePurchasedToShipment
GroupShipments
Applicable StatusesNew

Configuration Properties

PropertyTypeRequiredDefaultDescription
SplitToStatusStringNo-Order status for the new shipment
ConsolidateWithInStockOrderLinesBooleanNotrueInclude in-stock items with PO items

Behavior

What It Does

  1. Identifies order lines with:
    • ReservedInventory = true
    • IsAwaitingPurchaseOrder = true
    • ReservedInventoryPurchaseOrderId is set
  2. If ConsolidateWithInStockOrderLines is true, also includes reserved items without PO
  3. Reallocates accessories to stay with main items
  4. If all items qualify, just updates shipment status
  5. Otherwise creates new shipment for qualifying items

Prerequisites

  • Order lines must have PO allocation information
  • Some items should be awaiting purchase orders

Side Effects

  • New shipment created for backorder items
  • Accessories move with their main items
  • New shipment gets specified status

Business Cases

When to Use

  • Backorder separation: Ship available items, hold backorders
  • PO fulfillment: Group items by purchase order
  • Partial shipping: Enable partial fulfillment

Example Scenarios

Scenario 1: Mixed Order Order has 3 in-stock items and 2 backorder items. Step creates new shipment for the 2 backorder items.

Scenario 2: All Backorder All items are awaiting PO. Step updates all shipment statuses to SplitToStatus without creating new shipment.

Scenario 3: Consolidate with In-Stock ConsolidateWithInStockOrderLines=true. Both PO items and reserved in-stock items go to new shipment.

Scenario 4: Accessories Backorder item has accessory. Accessory automatically moves with the main item.

Error Handling

ConditionResultContinues Workflow?
No items to splitSuccess (no action)Yes
Split successfulSuccessYes

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