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Use availability check for stocked items

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Note: For non-stocked items, see Use availability check for non-stocked items.

The sales order availability check can either stop a sales order from being entered or give a warning if the item is not available. The availability check function is only used if the automatic fulfilment functionality is not used.

Prerequisites

  • The item’s lead time must be entered in the Lead time field in the Item file.
  • The sales order type must be defined with Auto fulfilment set to NO.
  • The Availability check field for the sales order type must be set either to 1 (sales order entry not allowed if item is not available) or 2 (warning is item is not available). This can be overridden on item level.

The following will illustrate a sales order availability check for an item for which the Availability check field is set to 1.

  1. Repeat steps 1 through 3 in Manually enter a sales order.
  2. You access Work with sales orders, Order lines. Complete the following fields:
    3. Item/assortment
    Enter an item code from the Item file.
    Quantity
    Enter the quantity to sell, per selling unit. Note: If you leave the Whs field blank, the system will search for a warehouse in the sourcing policy.

    How the system searches for a sourcing policy
    Assuming you have not manually entered a warehouse at sales order entry (thus overriding the Sourcing policy functionality), the system searches in the following order to find a sourcing policy:

    1. Item file/Inventory information
    2. Business partner file/Address file for delivery address
    3. Business partner file/Customer file

    Note: The system stays within the first found sourcing policy for the entire search process.

    When a sourcing policy has been found it looks for the first active warehouse and checks if there is enough available stock. If the entire quantity is not available in the first active warehouse, and the sales order type is defined with Auto source set to YES, the system will search all warehouses in the sourcing policy and try to find the available quantity. If Auto source is set to NO, it will not search in any other warehouses. The system will flag you with the first available dispatch date for the requested quantity.

    Refer to the Panel help for information about the remaining fields. Click OK.

  3. You remain on the same panel but a message is displayed stating how many items are available and when complete delivery is possible. Note that this date is defaulted into the Dispatch date field.

    4. What to do next?
    Assuming you have been denied to enter a sales order line for an item since there are not enough items in stock. You now have the following options:

    • Click OK to accept the date when complete delivery is possible.
    • Change the quantity to what is available and change suggested date to the originally entered dispatch date.

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