Tag: Supply allocation

Available Date Calculation on Supply Allocation Strategies

Allocation strategies include the Available Date Calculation setting on which you can specify whether to consider the ATP lead time when calculating the available date. Based on your setting, it determines which available date sources to use for the calculation. Then, it chooses the latest date among the available date sources, as shown in the… Continue reading Available Date Calculation on Supply Allocation Strategies

Setting Up Item Records for Supply Allocation

To set up item records for Supply Allocation: Go to Lists > Accounting > Items. Next to the item you want to set up, click Edit.The Purchasing/Inventory subtab and the Locations subtab under it, are open by default. On the Locations subtab, a list of locations is displayed. In the ATP Lead Time field, enter the number of days for the lead time next to… Continue reading Setting Up Item Records for Supply Allocation

Supply Allocation Pop-up Window

The Allocated Demand and Allocated Supply pop-up windows are available with recent release on the Supply ChainSnapshot: On supply order lines, such as purchase orders, transfer orders, or work orders, the allocated demand figure links to a pop-up window. This pop-up window displays the details of each allocated demand order. On inventory lines, the allocated… Continue reading Supply Allocation Pop-up Window

Allocating Supply to Order Demand

To manually allocate supply to orders: Go to Transaction > Order Management > Allocate Orders. To refine your order allocation results, complete the optional Order Filters section.For more information, see To complete the order filters section: In the Sorting Options section, you can optionally sort the order list.The sorting options default is based on your set… Continue reading Allocating Supply to Order Demand

Creating a new allocation strategy

Navigate to Setup-> Order Management-> Order Allocation Strategy-> New Give a name for allocation strategy. If user wants future inventory for allocation, check the Future Inventory box given below. For example, inventory that is on order, in transit and not yet received. On hand inventory is always considered for allocation. If user is considering future… Continue reading Creating a new allocation strategy

Proposal for Supply Allocation Feature with BO Summary Print PDF

Proposal Summary  Flowco Ltd t/a Waterworks would like to add back order details to sales order and automated notifications as needed  Requirement  To allocate back-order items to existing purchase orders and when the goods are received into stock, they need to commit to the correct orders that have been previously allocated to this PO. The… Continue reading Proposal for Supply Allocation Feature with BO Summary Print PDF

Special Purchase Order and Sales Order is not allocated to each other

In a setup where Supply Allocation is enabled, Special Purchase Order and Sales Order is not allocated to each other.  This usually happens if the location on the orders does not match, the Allocation Strategy used does not consider future inventory for allocation, a special purchase order is closed or the expected receipt date is… Continue reading Special Purchase Order and Sales Order is not allocated to each other