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How to Investigate stock allocations on a Sale;

If a sale has a product on a sales order has not been allocated and is placed on back order and however stock has been received but not allocated to your order you can follow the following procedure to investigatethis specific sales order please see details below on how to investigate further: 

  1. Search for your product.
  2. Click on Tab Sites.

  3. Click on Tab Quantities.

    On Hand:Quantity on Hand
    Service Back Order:Quantity on Service Order Backorder
    Net On Hand:Nett Qantity on hand = with Stock Allocation on:
    this.NetQuantityOnHand = this.QuantityAvailable
    - this.QuantityOnSalesBackOrder
    - this.QuantityOnLayBy
    - this.QuantityOnTransferPick
    + this.QuantityOnOutstandingPurchaseOrders
    + this.QuantityOnTransferIn
    + this.QuantityOnTransferPending.
     Nett Qantity on hand - with stock allocation is off:
    this.NetQuantityOnHand = this.QuantityOnHand
    - this.QuantityOnSalesBackOrder
    - this.QuantityOnLayBy
    - this.QuantityOnTransferPick
    + this.QuantityOnOutstandingPurchaseOrders
    + this.QuantityOnTransferIn
    + this.QuantityOnTransferPending
    Sale Back Order:Quantity on Sale Order Backorder
    Transfer In:Quantity on a Transfer In
    Transfer Out:Quantity on a Transfer Out
    Transfer Pending:Quantity on a Pending Transfer
    Transfer Pick:Quantity on a Transfer to Pick:
    Purchase Order: Quantity On a Purchase Order
    Lay-By:Quantity On a Lay-by
    Allocated:Quantity allocated to a Sale Order\Service Order
    Available: 
    Stock Waiting:Stock on a Sale Order\Service Order where the supply type on a Sale Order\Service Order is set to waiting.
    How to set the supply type to waiting on a Sale Order\Service Order you will need to set the ship after date to the future.

      

     

  4. To Investigate stock allocation you will need to review the the Stock Allocated field. 
    If there is a Quantity in 'Allocated' this means

    there is

    that stock

    that

    has been allocated to

    a 

    an older Sale Order\Service Order.

  5. Click Show Breakdown
     
  6. Click Sale Allocations
  7. This will display any Sale Order\Service Order that has stock allocated to it.

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