Fulfillment of Different UOMs While Batching Orders

This document provides guidance on how different units of measure (UOMs) are managed and fulfilled while batching orders. It explains the need for this process, the approach taken, and examples to illustrate the functionality.

Defining and Managing UOMs

1. Defining UOMs

   • Users can define how each product's UOM is updated either in the Product Management section or on a consignment basis.

   • Products can be received according to the defined UOM.

2. Viewing UOMs

   • Each SKU's UOM can be viewed on the SKU Bin Mapping, allowing for accurate tracking and management of inventory.

Why It's Needed

To optimize order fulfillment and inventory management, it's crucial to enable batching of orders even when the available inventory consists of different form factors.
This ensures that higher form factor orders can be fulfilled using available lower form factor SKUs, reducing stock discrepancies and improving efficiency.

Approach

1. Sorting SKU Bin Mappings

   • During the batching process, the system will sort the SKU bin mappings based on criteria defined in the customer and settings as well as the order form factor.

   • This ensures that the most suitable SKUs are considered first for fulfillment.

2. Checking Fulfillability

   • Will determine if an order can be fulfilled even when the order form factor is larger than the available inventory form factor.

   • For example, if an order is for cases but the inventory is in eaches, the system will check if the required number of eaches can be used to fulfill the order.

3. Order Details and Fulfillment

   • Order details will remain unchanged to maintain consistency.

   • Fulfillment details for order line items will reflect the actual inventory used, whether from higher or lower form factors.

Example

Let's consider an inventory with the following initial quantities:

• 2 Cartons: Each carton contains 5 cases, and each case contains 5 eaches.

  • Therefore, 2 cartons equal 2×5=102×5=10 cases, and 10 cases equal 10×5=5010×5=50 eaches.

• 5 Cases: Each case contains 5 eaches.

  • Therefore, 5 cases equal 5×5=255×5=25 eaches.

• 20 Eaches: These are individual items.

The total initial inventory is:

• 50 Eaches (from cartons)

• 25 Eaches (from cases)

• 20 Eaches (individual)

Example 1: Order for 15 Eaches

• Fulfillment: The order for 15 eaches is fulfilled by allocating from the 20 eaches available as individual items.

• Inventory Update: The remaining inventory shows 5 eaches (20 eaches - 15 eaches).

Example 2: Order for 6 Cases

• Fulfillment:

  • 5 cases are directly available.

  • The remaining 1 case is fulfilled by converting 5 eaches from the available individual items.

• Inventory Update:

  • After allocating 5 cases, the remaining inventory shows 0 cases.

  • After converting 5 eaches to 1 case, the remaining inventory shows 15 eaches (20 eaches - 5 eaches).

Example 3: Order for 3 Cartons

• Fulfillment: The order for 3 cartons is fulfilled by using the available cartons and converting lower form factor cases.

  • Since each carton equals 5 cases, and each case equals 5 eaches, the system checks if there are enough cases or eaches to fulfill the order.

• Inventory Update:

  • Initially, there are 2 cartons available.

  • The remaining 1 carton can be fulfilled by converting 5 cases (or 25 eaches).

  • The final inventory reflects the appropriate deductions from cartons, cases, and eaches.