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Fulfillment and Shipping

Goal

Complete shipment in Formul so order state and inventory balances stay accurate.

Before You Start

Sales order is in CREATED or ALLOCATED status.
Every line is fully allocated (Allocated = Ordered) before fulfillment can succeed.
Items are physically picked and packed.

Steps

Open the target sales order.
Open Allocate Inventory and make sure each line reaches full allocation (Allocated = Ordered).
Click Fulfill Order.
Review the confirmation dialog and submit.
Verify the order status updates to FULFILLED and no error toast appears.

Expected Result in Formul

Order status moves to FULFILLED.
Inventory posts shipment deduction.
Allocation for shipped lines is released through fulfillment processing.

Why Fulfillment Timing Matters

Fulfillment is the moment inventory leaves the business, so posting it late creates false on-hand confidence.
Posting too early can cause stockouts in internal operations if items are still physically present.
Accurate fulfillment timestamps improve margin analysis and traceability timelines.

Sales Order Status to Ledger Impact (Fulfillment)

Sales order status	Ledger behavior in Formul
`ALLOCATED` (before ship)	Stock is reserved using `ALLOCATION` entries only
`FULFILLED`	Formul first reverses active allocation (`REVERSAL`), then posts shipped quantity (`SHIPMENT`) which reduces physical on-hand
Cancellation/reversal after `FULFILLED`	Not supported through normal order actions; fulfilled orders cannot be cancelled

If Something Looks Wrong

If fulfill button is unavailable, confirm the order is CREATED or ALLOCATED (not FULFILLED/CANCELLED).
If fulfillment fails with Line ... is not fully allocated, go back to allocation, allocate remaining quantity, and retry fulfillment.
If balances look incorrect, compare order lines, allocations, and shipment postings.

Next Step

Measure performance and trace batch history in Analyze Overview.