A Fulfillment Request / Fulfillment Order (FR/FO) Strategy is a set of rules that controls what happens when FRs and FOs are generated — including how they are auto-processed, how their numbers are formatted, and what to do when number requirements aren't met.
Where to Configure
Strategies can be set globally or per source. Per-source settings always take priority over global settings.
- Global: Settings → Orders → PR/FR Strategy
- Per Source: Sources → [Select a Source] → FR/FOs → PR/FO # Strategy
Info
If you configure a strategy on a specific source, it will override the global strategy for that source.
Auto Processing
By default, FR/FOs must be manually processed after they are generated. Enabling Auto Processing skips this step — FRs are sent to the source automatically without any manual intervention.
- Can be enabled globally (applies to all sources) or per source
- Per-source setting overrides the global setting
- Recommended only after a source is fully configured and tested
Tip
Keep Auto Processing off when first configuring a new source so you can review FRs before they go out.
FR/FO Number Configuration
If your source has specific FR/FO number requirements — such as a max character count or restricted characters — you can configure rules here to meet those requirements or customize how the number is transmitted.
Max Fulfillment Request # Length
Set the maximum number of characters allowed for FR numbers on this source.
To find affected FRs, use the Fulfillment Request Statuses filter and select "Fulfillment Request # Exceeds Max Length".
Exceeds Max FR# Length Strategy
Defines what happens to FRs that exceed the max length — for example, voiding the FR or placing it on hold. This is configured directly below the max length field in the source settings.