Create BSO Release Note

Select the “Create BSO Release Note” link under the “Normal Sale Order“ business component.

The “Create BSO Release Note” page appears.

The system displays the following field:

Status	The status of the BSO release note after entering all the required fields in the page. The options available are:
	Open – indicates a newly created blanket sale order release note.
	Close – indicates the status of the blanket sale order on generating a release note.
	Delete – indicates the status of the blanket sale order on deletion.
	Hold – indicates the status of the blanket sale order that is put to hold. The system will temporarily hold the processing of the details mentioned in the BSO release note.

Enter the following details:

Release Note No.	The unique number identifying the blanket sale order release note (Alphanumeric, 18). The release note is provided with a suffix and a prefix. If this field is not entered manually, then the system generates the number automatically on successful submission of all the mandatory fields.
Numbering Series	Use the drop-down list box to select the prefix and suffix for the release note that is created. The numbering series that are related to BSO release note are retrieved from the “Numbering Class” business component.
Release Date	The date on which the blanket sale order was released (Date Format). The system displays an error message if the field is left blank. It also checks if the specified release date is within calendar.
Contract No.	The number identifying the contract (Alphanumeric, 18). The system displays an error message if the contract number is left blank. It also checks for the validity of the contract number.
	Help facility available.
	Press <Enter> key.
	If the number is valid then the system retrieves the contract details, customer code and name.

The system displays the following fields based on the contract number entered:

Contract Desc.	The description of the contract.
	Zoom facility available.
Contract Date	The date on which the contract was created.
Customer Code	The code identifying the customer. The system ensures that this field is not left blank.
Customer Name	The name of the customer.
BSO Type	The type of the blanket sale order. It can be either “Normal” or “Consignment”.
Generated Sale Order No.	The number identifying the sale order. This field is automatically generated on submission of all the details in this page.

Select from the drop-down list box:

Sale Order Numbering Series

Use the drop-down list box to select the numbering series for the sale order. The combo is defaulted with values from the Numbering Series of Sale Order.

Enter the following details in the “Default Information” group box:

Shipping Point	Use the drop-down list box to select the point from where the goods are shipped to the delivery area specified by the customer. The system populates all the all permitted organization units. The system displays “Login Organization Unit” by default value on launch of the page.
	Press <Enter> key.
	The system loads all the valid warehouses for the default shipping organization unit selected from “Storage Administration” business component.
Warehouse Code	Use the drop-down list box to select the identifying the warehouse at which the specified quantity of the item is available.
Transportation Mode	Use the drop-down list box to select the mode of transportation for the ordered goods. It can be “Air”, “Rail”, “Road” or “Ship”. The system displays “Ship” by default on launch of the page. The values are dynamically populated from the “Category” business component in alphabetical order.
Ship To Customer Code	Use the drop-down list box to select the code identifying the customer to whom the items must be shipped.
	Press <Enter> key.
	The system loads valid values of ship-to address ID from “Customer” business component.
Ship To Address Id.	Use the drop-down list box to select the address of the location at which the items must be delivered.

Enter the following fields in the “Item Details” multiline:

BSO Line No.

The number identifying the line item specified in the blanket sale order (Integer) Mandatory.

Note: For the contract number that is entered, the system checks if the BSO Line Number exists. For each BSO Line Number, the system displays Quantity = BSO Quantity - Quantity released till date through Release Orders.

BSO Schedule Line No.

The schedule line number in the blanket sale order (Integer) Mandatory. For the selected contract number, the system checks for the existence of the schedule line number for the BSO line number.

The system displays the following details:

Item Code	The code identifying the item in the blanket sale order.
Variant Code	The code identifying the variant of the item.
BSO Qty.	The total quantity of the item ordered in the blanket sale order.
Qty. Released Till Date	The quantity released till date against the blanket sale order.

Enter the following field:

Release Order Qty.

The quantity of item released (Integer) Mandatory. The system ensures that the quantity is not zero. It also makes sure that the quantity does not contain decimal values if the Item type is a “Model” or “Kit”.

The system displays the following field:

UOM

The unit of measurement of the item. The system ensures that the UOM is not left blank and also checks for its validity.

Enter the following details

Rate	The sale price of the item (Integer).
Promised Date	The promised date of delivery of items in the blanket sale order (Date Format). The system ensures that this field is not left blank. It also ensures that the promised date is not less than release date.
Ship To Customer Code	The code identifying the customer to whom the items must be shipped (Alphanumeric, 18) Mandatory.
	Help facility available.
Ship To Address Id.	The address of the location at which the items must be delivered (Alphanumeric, 40) Mandatory. The system checks for the validity of the address id for the ship-to customer.
	Help facility available.

Note: The system checks if this field is NULL. If “Yes”, then it populates the value specified in the header into the multiline.

Shipping Point	Use the drop-down list box to select the point from where the goods are shipped to the delivery area specified by the customer Mandatory. The system populates all the all permitted organization units. The system displays “Null” by default value on launch of the page.
Warehouse Code	The code identifying the warehouse at which the specified quantity of the item is available (Alphanumeric, 10) Mandatory.
	Help facility available.
Transportation Mode	Use the drop-down list box to select the mode of transportation for the ordered goods. The values are dynamically populated from the “Category” business component. The system displays “Null” by default on launch of the page.

The system displays the following field:

Item Variant Desc.

The description of the item variant.

Click the “Compute Price” pushbutton calculates the item price.

The system retrieves the rate against each line item mentioned in the contract. This rate will be the default rate in the sale order based on which the pricing engine will run. This rate will also override the rate obtained from the price search.

Click the “Create BSO Release Note” pushbutton to create a new blanket sale order release note.

The system ensures that for a BSO line number that is entered, the sum of the release quantity and the quantity release till date does not exceed the BSO quantity specified in the BSO.

The release number is generated automatically until a unique number generated for the entered BSO.

The system saves the data to the database against the release slip number.

Click the “Generate Release” pushbutton to generate release note for the created blanket sale order.

The release details are copied into a referenced sale order.

The default values in the release note will be the default values for the same fields in the sale order. All other header level details for the contract number are populated into the sale order header from the contract (Blanket Sale Order). The BSO type will be the SO type in sale order.

The information specified in the BSO multiline will be populated to the sale order multiline.

The system updates the status to “Closed” on successful generation of a sale order and it saves the order number to the database against the release slip number.

Prerequisites

Mandatory

The contract of the type BSO should be defined in the “Create Contract” activity of the “Normal Sale Order” business component.
The shipping point should be defined in the “Component Interaction Modulator” business component for selecting a shipping point from that organization unit.
The warehouse code should be defined in the “Create Storage Information” activity of the “Storage Administration” business component.

Conditionally Mandatory

The “Organization Setup” business component must be defined.
The “Carrier” business component must be defined.
The numbering type should be defined in the “xxx” activity of the “Numbering Class” business component.
The transportation mode should be defined in the “Create Category Type” activity of the “Category” business component.
The item details should be defined in the “Item Administration” business component.
The UOM should be defined in the “UOM Addition” activity of the “UOM Administration” business component.
The customer details should be defined in the “Create Customer” activity of the “Customer” business component.
The pricing details should be defined in the “Pricing” business component.