Overview
Sales Order Lines that have Sales Order Inventory Demands (those for Product Types Kit, Configured or Stock) may be automatically allocated when the Sales Order Line is firmed so that available inventory is allotted towards it.
Setup
See Allocation Logic for general knowledge on Allocations.
For allocations to be available during Sales Order processes, below settings need to be activated. Settings can be updated on records within any active Sales Divisions:
- Division Master > Advanced Options tab > Allocations Active field
- SO Control > Order Processing tab > Order Line Allocations Active field
- Product Master > Inventory tab > Inventory Item field > Inventory Item Master > Commodity Code > Misc tab > Allocation Policy field
- Or alternatively, it can be overridden on the Inventory Item Master > Misc CC Overrides tab > Allocation Policy field
If Auto-Allocations are to take place automatically upon SO Line Firm step:
- SO Control > Order Processing tab > Auto-Allocate Firmed SO Lines field
Processing
Auto-Allocations are supported for Sales Order Lines with Sales Order Inventory Demands, which would be those with product Type: Kit, Configured and Stock.
When a qualifying Sales Order Line (related Inventory Item/s has/have Allocations Active) within a Sales Division set for auto-allocations is firmed, it generates a SYDATA - Allocate Sales Order Line record to be processed in the background (handled by Rootstock Periodic Batch Processor, or if enabled, by the dedicated SOAPI processor). This may take a few minutes to process, and until completed, a warning message is displayed on the Sales Order Header:
This Sales Order is being updated in the background, new updates won’t be possible until they are complete
NOTE When using SO Control > Order Processing tab > Bind CSO Work Order Receipt and SO Issue field, if a Configured SO Line is firmed, the system does not auto-allocate (no SYDATA with transaction type Allocate Sales Order Line is generated). This also applies when a Stock Line flagged as Configured This Time is firmed. Similarly, If a Configured SO Line flagged as Stock this time is firmed, it creates an SYDATA - Allocate Sales Order Line transaction in order to handle the allocation of the SO Line.
For Sales Order Headers that are on Credit Hold and/or Manual Hold, when these holds are released, SYDATA - Allocate Sales Order Line records will be created for qualifying Sales Order Lines with Product Types: Kit, Stock, Configured (using Stock This Time option).
SEE ALSO
