Can you create child orders from a blank order in bulk? Or have one SO confirmation for multiple SO?

Question

Hello!

Sometimes a customer orders multiple items and have multiple ship-to addresses. Two solutions we have are 1) create blanket order, then create child orders from the blanket order and override the addresses on each child orders and manually edit the items/qtys that should be on each child order, or 2) use import scenario to import everything as regular SO, in the import file, specify the items/qtys and the override ship to addresses.

Option two seems better because it has less manual work. But the issue is, customer would like to have one single sales order confirmation, invoice, and collect one payment. I know we can add multiple orders in one invoice and payment, but we cannot get one single sales order confirmation with all items/qtys unless we use the blanket order.

Anyone has any suggestions on what could be done here? Is there a way to create multiple child orders at the same time from the same blanket order? Is there a way to import the SO then reference it back to a blanket order? Or somehow create one single order confirmation that contains multiple different SO?

Thanks!

Steve Milner · Accepted Answer

@jzhu You can get all three of those from one blanket order, and without the per-child editing you're doing now. The fix is where you set the ship-to. Put it on the blanket lines, not on the child orders.

On a BL order the Details tab has a Ship-To Location column. It's required on every line and defaults from the header location. Give each line the location it ships to. Then click Create Child Orders once. The system generates every child order in a single pass, one per ship-to location, with the right lines and quantities already on each one. Nothing to edit afterward. If you have several blankets waiting, Process Orders (SO501000) runs the same Create Child Orders action across all of them at once.

That also solves the confirmation. Print Blanket Sales Order on the blanket gives you one document with every item and quantity, grouped by ship-to location with each location's address printed above its lines. Send that as the confirmation. Invoice and payment still combine across the child orders the way you're already doing it.

Two things to watch. Each ship-to has to exist as a customer location. The column won't take a free-typed address, so create the locations first. And the split key is wider than location: lines with different Sched. Order Dates, Customer Order Nbrs, tax zones, ship vias, FOB points, or shipping terms land on separate child orders too, so keep those consistent on lines that should ship together.

If you still want an import, import the blanket instead of the SOs. Ship-To Location is an ordinary line column, then one click creates the children. I wouldn't go the other direction. A regular SO only gets tied to a blanket through Create Child Orders or the Add Blanket SO Line dialog on the child, so there's no clean way to import SOs and point them back at a blanket after the fact.

jzhu · Answer

Thanks​@Steve Milner! This is what I was looking for! I missed the location assignment on the line level.

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