Hi All. I’m trying to figure out exactly what triggers inventory quantity to be committed. It appears that when we create a Sales order in Pending Fulfillment status, the quantity of line items are committed, when I look at the item location tab. I’m trying to figure out how to also have the inventory committed when a Sales Order in Pending Approval status is created. I suspect it has something to do with the “Default Sales Order Status” being set to “Pending Fulfillment” (see Sales Order preferences below). If possible, I don’t want to change the way we process orders today. These orders for pending approval are a new type order flow and would like to keep it that way, if possible. I’m not adverse to a scripting or workflow solution if simple configuration is not possible. Thanks!

AFAIK you can't commit inventory to unapproved Sales Orders

@Edgar Valdes Thanks for your response. Definitely disappointing. Hopefully, they are wrong about a work-around!

I would investigate if Commit Schedules can help accommodate this. I admittedly, haven't looked into utilizing SO status on these for the schedules.

@Rich Keller That looks promising Rich, thanks. I didn't even know that a commit schedule existed. Hopefully i can run it every time a new order of this type is created.

What we did was creating our own approval workflow/fields; hiding the fulfill button based on the status of that one and use a workflow to show an error when trying to create a fulfilment based on those sales orders to block the Fulfill Orders functionality. You can also add the custom approval field to that screen to filter the orders that are fulfillable. Not the nicest solution but a usable work-around for sure.

@Christiaan Thanks for your replay Christiaan. So i assume that the SO is put into a pending fullfilment state, and then just hiding the fulfill button? I'm going to think this through. might have more questions for you

@JR Yes indeed, and that workflow with user error to prevent being able to do it via the other functionalities.