Add a new order

Usually the new orders are imported in Objective from an ERP system. You can also add an order manually in Objective.

  1. Choose Outbound Management > Orders in the Navigation Pane.
  2. Do one of the following:
    • Click New Order in the toolbar of the Data Pane.
    • Right-click Orders or My Orders in the Navigation pane and choose New Order in the shortcut menu.
  3. In the option group Order Info, complete the fields below:
    FieldExplanation
    Description Enter the description of the order. A personal reference can be entered here. For example: an order form number.
    Priority

    The higher the priority, the sooner the order will be executed.

    Choose in the drop-down menu Priority one of the following values: Very High, High, Normal, Low, Very Low.
    Due Date

    Check where applicable. The current date is entered by default. Click to select the expected order date. You can select an earlier as well as a later date.

    For example: If an order is processed later than expected, you can still enter the expected order date - even if it is in the past.

    If the order is PLE-driven, the due date is crucial to trigger the automatic actions at the right time.
    Consolidatable Allow this to combine this order with another order that is consolidatable. To enable consolidation (= grouping), orders must be marked consolidatable and they have to be destined for the same consignee and the same delivery address.
  4. In the option group Consignee Info, a choice can be made between Customer and Supplier. An outbound order can be created on behalf of a supplier, for example for returning non-conform items or for the sending of inputs to an external work center.

    Do one of the following:

    • In the field Customer or Supplier, enter the name of the customer / supplier and press ENTER.
    • Click Select Customer or Select Supplier , select the customer / supplier and click Finish.
    • Click ALT + T and select the customer, or ALT + S and select the supplier and click Finish.
  5. Do one of the following in the option group Carrier Info:
    • In the field Carrier, enter the name of the carrier and press ENTER.
    • Click Select Carrier , select the carrier and click Finish.
    • Press ALT + R, select the carrier and click Finish.
  6. Do one of the following in the option group Marshaling Locations Info:
    • In the field Marshaling Locations, enter the name of the marshaling location and press ENTER. Repeat to add multiple marshaling locations.
    • Click Select Marshaling Location / Area , select the marshaling location(s) and click Finish.
    • Press ALT + L, select the marshaling location(s) and click Finish.
    In the dialog box Wizard Marshaling Locations / Areas Selection, you can click the locations one by one and view whether the icon appears in the tab Open Orders or Inventory. The icon indicates for example that there are still open orders in the selected marshaling location(s). Click the relevant tab to view the open orders.
    • Use the arrows to set the sequence of the marshaling locations.
    • To remove a marshaling location, select the marshaling location and click Remove Marshaling Location / Area .
  7. If the order is a repack order, go to the next step. If not, proceed to step 11.
  8. At the bottom of the tab, click Repack Options.
  9. Do one of the following in the option group Repack Options:
    • In the field Repack ID, enter the name of the repack operation.
    • Click and select the repack operation.
    • If a repack ID was entered that is not on the list, an error message will not appear!
    • If the repack ID entered is generated via the Configurator afterwards (but before allocation of the order), the repack will be executed.
    • If the repack ID cannot be retrieved by the Objective, the repack cannot be executed.
  10. Where applicable, in the option group Instructions, enter instructions on the repack operation. These instructions will be displayed to the operator.
  11. Click Next.
  12. In the option group Item Info, complete the following fields (mandatory):
    FieldExplanation

    Item

    (mandatory field)

    Do one of the following:

    • In the field Item, enter the name of the item and press ENTER.
    • Click Select Item , select the item and click Finish.
    • Press ALT + I, select the item and click Finish.

    Quantity

    (mandatory field)

    Enter the quantity of the order.
  13. Where applicable, in the option group Lot Info, complete the following fields:
    FieldExplanation
    Lot

    Do one of the following:

    • Enter the lot number.
    • Click Select Lot, select a lot and click Finish.
    • Press ALT + L, select the lot and click Finish.
    Sublot

    Do one of the following:

    • Enter the sublot number.
    • Click Select Lot, select a lot and click Finish.
    • Press ALT + L, select the lot and click Finish.
    QC Status If required, check and click to select the quality status.
  14. Where applicable, in the option group Inventory Attributes, enter the inventory attributes.
    • The inventory attributes are entered by the Configurator.
    • Whether or not these inventory attributes can be edited, is set by the Configurator.
  15. In the option group Backorder Options make a choice between No backorders, Backorder shortages or Everything in backorder (module Advanced Picking Management required). See Backorders for more information.
  16. To add a new order line, do one of the following:
    • Click New Orderline .
    • Press ALT + N.
    Repeat from step 12.
    To delete an orderline, select the orderline and click Delete Orderline or press ALT + D.
  17. If the order is a VAL order, go to the next step. If not, proceed to step 21.
  18. Click the bottom of the tab VAL Options.
  19. Do one of the following in the option group VAL Options:
    • In the field VAL code, enter the name of the VAL operation.
    • Click Select VAL Operation , select the VAL operation and click Finish.
    • Press ALT + V, select the VAL operation and click Finish.
  20. Where applicable, in the option group Instructions, enter instructions on the VAL operation. These instructions will be displayed to the operator.
  21. If the order is a Kit order, go to the next step. If not, proceed to step 25.
  22. Click the bottom of the tab Kit Options.
  23. In the option group Kit Options, check the option Enable Kit To Order.
  24. Where applicable, in the option group Instructions, enter instructions on the Kit operation. These instructions will be displayed to the operator.
  25. If the order is PLE-driven, go to the next step. If not, proceed to step 28.
  26. Click the bottom of the tab PLE Options.
  27. In the option group PLE Keys, check Enabled to apply the PLE keys to the order, and define the applicability of each PLE key.
  28. Click Finish.
  29. Where applicable, add free fields. See Edit free fields via icon (Supervisor).
  30. Where applicable, add comments. See Add comments to an object.