Menu Path: None
To use Automatic Release Creation, click the Auto Release button in the ribbon in Order Entry, Order Edit, or Order Inquiry.
Note The Auto Release button is only available if you click the Items tab in Inquiry mode, and you can only use it after selecting a direct-ship product for which a blanket purchase order exists.
Automatically create a blanket purchase order release for a direct-ship sales order.
Use Automatic Release Creation to create a blanket purchase order release for an existing sales order. For more information on blanket purchase orders, see Blanket Purchase Orders FAQ.
To create an automatic release:
Enter the blanket purchase order number for which you want to create a release in the Blanket Order # field.
Enter the release and delivery dates in the Release Date and Delivery Date fields.
Enter the shipper for the release in the Shipper ID field.
Enter other information for the release in the FOB, Ship Date, Project, and Log File fields.
Click the Print Options tab.
Select report output options for the Automatic Release Creation Report that is output when you create the release.
Click the OK button in the ribbon to create the release. The Automatic Release Creation Report is output based on the options you selected in step 6.
Button |
Description |
Exit |
Click this button to close the Automatic Release Creation window. |
OK |
Click this button to create a blanket purchase order release based on the selected information. |
Field or Button |
Description |
Enter a sales order number for the release, or click the Lookup button to select a sales order. This defaults to the selected sales order in Order Entry. |
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Enter a blanket purchase order number for the release, or click the Lookup button to select a blanket purchase order. |
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Enter a release date, or click the drop-down arrow to select a release date. |
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Enter a delivery date for the order, or click the drop-down arrow to select a delivery date. |
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Enter a shipper ID for the release, or click the Lookup button to select a shipper ID. For information on setting up shipper ID's, see Shipper Maintenance. |
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Enter the FOB for the release, or click the Lookup button to select an FOB. For information on setting up FOB's, see Freight On Board Maintenance. |
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Enter the ship date for the order, or click the drop-down arrow to select a date. |
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Enter the project for the release, or click the Lookup button to select a project. |
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Enter the release log file location and name, or click the Lookup button to select a log file location and name. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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