Auto Order — entity reference

An auto order is a worksheet of purchase suggestions for one partner account, branch and supplier. Its Auto Order Type picks the rule that builds the lines: Minimum Stock Level, Replenish, Forecasting or Back Order are generated on demand with Generate Lines; a Template is a reusable configuration (or basket of items) that spawns dated orders with Order from Template or the scheduled job; a Template Order is a spawned order whose lines were copied from a basket template. Nothing is bought automatically: Purchase Order or Selective Order turns the reviewed lines into one purchase order for the branch and supplier.

Fields

Field	Label	Type	Required	What it does
`AIRecommendation`	AI Recommendation	PickList		Stored only. No engine or action reads it; suggestions are always computed by the fixed rules. Values: Einstein 1, DemandSense AI, Einstein 2, AutoProcure AI, SmartReplenish AI, Einstein 3, Einstein 4, InventoryPilot AI.
`ApplyInventoryAttributeSettings`	Apply Inventory Attribute Settings	PickList		Shown on the settings panel as the inventory attributes conflict choice. Stored and copied to spawned orders, but no engine reads it: where several planning rows match, Forecasting always averages them. Values: Auto Min Max Settings, Manual Min Max Settings, Average of Auto & Manual Settings, Prefer Auto.
`AutoOrderType`	Auto Order Type	PickList		Picks the engine. Minimum Stock Level, Replenish, Forecasting and Back Order are generated with Generate Lines. Template is a reusable configuration that spawns dated orders. Template Order is set by the system on an order whose lines were copied from a basket template; Generate Lines refuses it. Values: Back Order, Minimum Stock Level, Forecasting, Template, Replenish.
`AutoPurchaseOrderId`	Auto Purchase Order	Lookup		On an order spawned from a template, the template it came from. The scheduled job uses this link to spawn at most one dated order per template per day. Not on the seeded create form.
`BranchId`	Branch	Lookup → Branch		The branch whose stock, planning rows and documents the engines read, and the branch of the purchase order generated from the worksheet. Must belong to the partner account; cannot be changed after the order is created.
`BudgetAmount`	Budget Amount	Currency		Fit to budget. After the lines are priced, if the total exceeds this amount every line with a non-zero amount has its quantities scaled down by the same factor (rounded to two decimals). Zero or empty means no cap. Applied by Generate Lines, Order from Template and when a basket is copied in, but not by the scheduled job. Cannot be negative.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`CreateTemplate`	Create Template	Boolean	Yes	Not used. Make a template by choosing Template as the Auto Order Type.
`DocumentDate`	Document Date	Date		Set to today when the order is created. Cannot be changed afterwards. Replenish uses the latest Replenish document date for the branch as its start date.
`ExcludeACategoryItems`	Exclude A Category Items	Boolean	Yes	Leaves out items whose planning row has the ABC category A Category. Applied by every engine.
`ExcludeBCategoryItems`	Exclude B Category Items	Boolean	Yes	Leaves out items whose planning row has the ABC category B Category. Applied by every engine.
`ExcludeCCategoryItems`	Exclude C Category Items	Boolean	Yes	Leaves out items whose planning row has the ABC category C Category. Applied by every engine.
`ExcludeFastMovingItems`	Exclude Fast Moving Items	Boolean	Yes	Leaves out items whose planning row has the FSN category Fast-Moving. Applied by every engine; an item with no planning row is never excluded.
`ExcludeNonMovingItems`	Exclude Non Moving Items	Boolean	Yes	Leaves out items whose planning row has the FSN category Non-Moving. Applied by every engine.
`ExcludeSlowMovingItems`	Exclude Slow Moving Items	Boolean	Yes	Leaves out items whose planning row has the FSN category Slow-Moving. Applied by every engine.
`ExternalId`	External	Text, unique
`Id`	Id	Guid	Yes
`IncludeHighProbabilityQuote`	Include High Probability Quote	Boolean	Yes	Stored and copied to spawned orders, but no engine reads it; the quote term in the projection is always zero.
`IncludeInTransitShipments`	Include In-Transit Shipments	Boolean	Yes	Counts pending quantity on inbound shipment lines as supply. Read by the Forecasting and Back Order engines.
`IncludeOpenSaleOrders`	Include Open Sale Orders	Boolean	Yes	Forecasting only: subtracts open sale-order quantity as committed demand when projecting stock.
`IncludePendingPurchaseOrders`	Include Pending Purchase Orders	Boolean	Yes	Counts pending quantity on open purchase-order lines as supply. Read by the Forecasting and Back Order engines.
`IncludePurchaseRequisition`	Include Purchase Requisition	Boolean	Yes	Forecasting: subtracts open requisition quantity as demand. Back Order: counts it as supply already requested, so the shortfall is not bought twice.
`IsOrderGenerated`	Is Order Generated	Calculated (calculated)	Yes	Never set by the platform. The checks that refuse Generate Lines and Purchase Order when it is on therefore never fire; a purchase order raised from the worksheet does not lock it.
`LastAutoOrderDate`	Last Auto Order Date	Date		Not read by any engine; Replenish works out its own start date from the branch's latest Replenish auto order. A seeded validation refuses today's date or any earlier date in this field, so leave it empty.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Document Number	Text, unique		The document number, numbered by the Auto Order document name setting (default series APO). Spawned orders are named after their template with the date appended.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account		The company the worksheet buys for. Copied to the generated purchase order. Cannot be changed after creation.
`PerformOpenOrderCalculation`	Perform Open Order Calculation	Boolean	Yes	Minimum Stock Level and Replenish: fills each line's Open Order Quantity with the quantity still pending on purchase orders for the same partner, branch, item and SKU. That quantity is added to the line's Derived Quantity, which is what the purchase order takes.
`PerformOrderGeneration`	Perform Order Generation	Boolean	Yes	Not used. Purchase orders are raised with the Purchase Order and Selective Order actions.
`PriceAsOnDate`	Price As On Date	Date		The date prices are looked up for. Copied from the template or source purchase order when one is used.
`PriceListId`	Price List	Lookup → PriceList		The purchase price list used to price the lines. Defaults to the default purchase price list when the order is created; copied from the template or source purchase order when one is used.
`RecordTypeId`	Record Type	Guid, hidden
`Remarks`	Remarks	Text		Free text. Filled with the source purchase order's number when an order is created from a marked purchase order and left empty.
`ResourceId`	Generated By	Lookup → Resource		The resource recorded as having generated the order. Copied from the template when one is used.
`Status`	Status	PickList		Not set by the generation actions. A seeded business rule sets Order Generated when the auto order is saved and its lines show purchase-order quantity with no pending purchase-order snapshot, so it can lag or never change. Spawned orders copy the template's value. Values: Draft, Order Generated.
`SupplierAccountId`	Supplier Account	Lookup → Account		The supplier the generated purchase order is raised on. Cannot be changed after creation.
`TotalAmount`	Total Amount	Calculated (calculated)		Sum of the line amounts, recalculated whenever lines are generated, copied or spawned.
`TotalPendingQuantity`	Total Pending Quantity	Calculated (calculated)		Sum of the lines' pending quantity at the time the lines were generated, copied or spawned.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete	Delete	Delete the selected records.
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`DeleteInList`	Delete	Delete	Delete in a list page
`Edit`	Edit	Edit	Edit
`EditInLine`	Edit	EditInline	Edit
`EditInList`	Edit	EditInline	Edit
`EditPopUp`	Edit	Edit	Edit
`GenerateForecastLines`	Lines	ServerAction (`GenerateAutoOrderLines`)	Generate Lines. Deletes the existing lines and builds new ones with the engine for the Auto Order Type (Minimum Stock Level, Replenish, Forecasting or Back Order), then prices them, applies the budget cap and totals the header. Refused on Template and Template Order types.
`GenerateTemplateOrder`	Order from Template	ServerAction (`GenerateTemplateOrder`)	Order from Template. Template only. Creates a new dated auto order linked to the template: a Forecasting order whose lines are generated now, or, when the template carries lines, a Template Order holding a copy of them. The template itself is not changed.
`New`	New	New	New
`PerformOrderGeneration`	Purchase Order	ServerAction (`PerformOrderGeneration`)	Purchase Order. Creates one purchase order for the auto order's partner, branch and supplier from every line with pending quantity, each line taking its Derived Quantity. Refused when no line has pending quantity.
`SelectiveOrderGeneration`	Selective Order	ServerAction (`SelectiveOrderGeneration`)	Selective Order. Opens the lines in an editable table; the purchase order takes only the lines you give a Requested Quantity. Each requested quantity must be greater than zero and not more than the line's pending quantity, and is capped at its Derived Quantity.

Validations

Validation	Applies to	Error message	Notes
Budget Amount Rule Validation	`BudgetAmount`, Error	Budgeted Amount Can not be Less than 0	Budgeted Amount Can not be Less than 0
Last Auto Order Date Validation	`LastAutoOrderDate`, Error	Last auto order date cannot go beyond today's date	Last auto order date cannot go beyond today's date

Lookup filters

Filter	Lookup field	Notes
Branch For Partner Account	`BranchId`
Only Partner Account	`PartnerAccountId`
Only Supplier	`SupplierAccountId`

Account — looks up via PartnerAccountId
UserAccount — looks up via CreatedById
Resource — looks up via ResourceId
Branch — looks up via BranchId
PriceList — looks up via PriceListId
UserAccount — looks up via OwnerId
UserAccount — looks up via ModifiedById
Account — looks up via SupplierAccountId
AutoPurchaseOrderLine — referenced by via AutoOrderId
PurchaseOrderRequisition — referenced by via AutoOrderId
PurchaseOrder — referenced by via PurchaseAutoOrderId

Auto Order — entity reference

Fields

Actions

Validations

Lookup filters

Related entities

Related topics