In today’s video, we will discuss order and line dispositions in Prophet 21. We will review some basic disposition definitions and helpful tips for best practices.
According to Epicor, “Orders are inventory-dependent. This means that when an order is placed, you must account for all items on the order. Items that are not in stock must be given a disposition telling the system what action to take to fill the item on the order.”
How to Set Up Order Dispositions in Prophet 21:
Start off by opening a fresh brand-new order with no lines on it.
Right-click, open the header and click on Order Disposition.
This opens another window with four different options other than blank No Disposition.
Anytime you enter an item onto this order, it will automatically set it to a D Disposition which stands for direct ship.
Note: You can also change the disposition after the fact. So if you come back to order disposition and decide not to do a direct ship, you would select a special ship and click okay.
You will get an extra pop-up that asks if you want to attempt to change all the lines to the new disposition. If you select Yes, it will process the change. And that is the gist of order disposition in Prophet 21.
How to Set a Line Disposition in Prophet 21:
Let’s talk about line disposition. Sometimes, when you open an order, you will notice the Disposition box is grayed out because all of the quantities are allocated.
When this happens, you cannot change the disposition. You cannot cancel it or change it to Direct Ship. However, if you have a partial allocation, you can change the disposition of the remaining amount.
If you want to manually change the disposition, you do not have to go to the extended info tab, but this tab will give you a breakdown of the different disposition definitions.
B stands for Back Order.
C stands for Cancel. This is different than right-clicking and deleting a line because it will still show as a line on there with the C disposition, or if you had an unshipped quantity you would also cancel. You would use that function as well because you cannot delete a line that has a partial shipment on it.
D is Direct Ship, as we mentioned above.
H is a Hold. Essentially, if you want to put this order in, you do not want to make it a quote, but you want to make it an actual order. You can set it to h from an order disposition or at the line, and it just will not allocate anything even if you have the quantity available to allocate.
M stands for Multi-stage Process. Not a lot of people use that. I am not really going to go into that in this video. P stands for Production Order. If this was an assembly item and it was on back order, it would default to a p disposition so we could create a production order for it.
S is a Special Shipment.
But you will notice that T for Transfer is not listed there.
If you do want to transfer an order from another location, depending on your settings, if you change the source location to a different warehouse, it will automatically set your disposition to T, which allows you to create a transfer order.
So that is dispositions in a nutshell. If you have questions on dispositions or if you want to see videos on anything else, make sure you put a comment down below.