Related topics
From this panel sales order allocations can be added, deleted and confirmed. Existing sales order allocations can also be maintained.
Note: Any lines for automatically created sales order allocations, using the Firm allocation functionality, will automatically be set to a confirmed status. Any sales order lines that had a dispatch date outside the allowed time horizon (i.e. the item’s planning time or a manually entered number of days) when the sales order allocation was created will not be firm allocated and hence not be displayed on this panel. For such order lines, a scheduled overnight (firm allocation) job can be run via Job control to create the order allocation once the dispatch date has moved inside the time horizon.
Options
| Exclude | Select this option to exclude/inactivate a record. |
| Order view | Select this option to access the Work with sales order allocation, Order view panel. |
| Maintain order | Select this option to access the Work with sales orders, Order lines panel. |
| Confirm | Select this option to confirm the sales order allocation line. |
| Cancel confirm | Select this option to cancel the confirmation of the sales order allocation line. |
Function keys
| Allocated lines/All lines | Toggle to view allocated lines/all lines. | |||||||||
| Incl | Add more sales order lines to the allocation proposal. | |||||||||
| Auto alloc | The system will suggest the quantity to be allocated. This option is used when the quantity of goods in stock is greater than the amount of goods in demand. Note: The system will allocate a suggested quantity only to the lines that are inside the planning time. | |||||||||
| Fair share | The system will suggest an allocated amount that is proportional to the ordered quantity. This option is used when the available quantity in stock at the supplying warehouse is less than the amount of goods sold. In the case of different customers having the same priority and having ordered the same items, fair share distributes the quantity in stock evenly according to the ordered quantity. Note: The system will allocate a suggested quantity only to the lines that are inside the planning time.
For example:
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| Clear alloc | Clear any automatically allocated quantity. | |||||||||
| Print pick list | Print the pick list. |
Selection fields
- Ord alloc no
- Displays the number of the order allocation.
- Warehouse
- Displays the warehouse where the allocated item is stocked.
- Stock unit
- This field is only displayed if the D/E-UNIT function is not activated in the Function control file. Displays the stock unit for the item.
- Item
- Displays the allocated item number and the description.
- Ava to alloc
- Displays the item quantity in stock that is available to allocate. The quantity displayed in this field can be greater than the Net on hand value displayed in the Time axis enquiry. This can happen if a pick list has been printed for the same item/warehouse combination. Note: If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.
- Remaining
- Displays the quantity that is remaining in stock after an allocated quantity is entered on the sales order line. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.
- Pl time ext
- Enter a value in this field to extend the planning time for the item/warehouse to include more order lines. This is useful if order lines outside planning time should be included when the Auto allocate and Fair share handling functions are being used.
Note: This field is not saved with the allocation. It is only to be used while working with the allocation.
- Order
- Displays the number of the sales order.
- Customer
- Displays the customer number.
- Ordered
- Displays the ordered quantity of the item. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.
Note: The unit of the ordered quantity displayed is always converted to the default stock unit.
If an item is sold in two units, i.e. EACH and BOX12, and the default stock unit of the item has been defined as EACH with a conversion factor of 1, then the conversion factor of the BOX12 would be 12.
Unit Conversion factor EACH 1 BOX12 12 Therefore, if a sales order line contains an order for 10 units of BOX12, then the ordered quantity that is displayed in this column would be 120 default sales units, i.e. 12*10=120 (ordered quantity * conversion factor = the ordered quantity).
This means that the ordered quantity displayed in this column is represented in multiples of the default sales unit. However, it is important to note that the Auto allocate and Fair share handling functions assign stock to the sales order allocation line in blocks that represent their conversion factor. In the case of this example, multiples of 12 will be allocated to every sales order line of BOX12 units.
- Allocated
- Displays a suggested quantity (auto allocated or fair share), or blank.
Enter the quantity that is to be allocated to this sales order line. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.
- Pri
- Displays the sales order priority, but can be changed. Enter a code from the Sales order priority code table.
- Cri
- This field is only valid for components that are part of an order structure. Indicates if the component in the sales order line is critical.
- OFR
- Displays the Order fulfilment rule code of the sales order line. Note: This logic is only performed when the order line is entered. Split on warehouse is NOT performed if the quantity is increased on an existing line. Automatic fulfilment has no impact on backorder line creation during pick list confirmation or invoicing.
- Cnf
- Indicates if the sales order line has been confirmed.
Work with sales order allocation, Deletion (DIR37104)
Work with sales order allocation, Confirmation (DIR37107)
This panel displays the sales order lines that have been selected for confirmation. Click OK to confirm or Back to regret.
Work with sales order allocation, Cancel confirmation (DIR37110)
This panel displays the sales order lines that have been selected to have their confirmation cancelled. Click OK to cancel the confirmation of the sales order line or Back to regret.