U9 cloud Sales Fulfilment: Confirm, Allocate and Deliver Orders
Connect customer order, availability promise, stock allocation, picking and shipment in a traceable fulfilment loop.
Learning objective
Complete order-to-shipment including partial delivery and cancellation.
Roles
Sales, credit, planning, warehouse, logistics and finance
Prerequisites
- Valid customer and item masters.
- Approved credit, price and delivery rules.
Completion checks
- Order to shipment traces by source document.
- Ordered, shipped and remaining quantity balance.
Common errors
- Promising without supply evidence.
- Closing an order after partial delivery.
Thailand project note
For Thailand, confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation of duties and local record retention. VAT, WHT, customs, BOI, statutory accounting, product compliance and occupational-safety settings require current review by qualified Thai professionals; this is not legal or tax advice.
Steps
- 01
Govern customer, ship-to, item, unit, price, credit and delivery terms.
- 02
Enter the order and validate quantity, date, price, currency and approval.
- 03
Check on-hand, inbound and planned supply; record promise date and shortage action.
- 04
Allocate stock under approved rules and create picking with lot, location and source order.
- 05
Verify, ship and confirm delivery; retain remaining quantity and revised date for partials.
- 06
Test shortage, credit hold, amendment, cancellation, return and shipment reversal.
- 07
Reconcile order, stock movement, shipment and receivable interface; close exceptions.
Implementation notes
- Every promise date needs evidence.
- Do not alter allocation offline.
References
- 汽车及零部件企业数智化全场景 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开行业场景；具体菜单、字段、许可与接口以客户版本及批准蓝图为准