Understanding Percent Fully Allocated and Linkage to the Auto-Warehouse Function

Overview

Percent Fully Allocated, a property of Sale Order, is

• one of the key validations when Auto-Warehouse assessing as to whether or not a sale shipment and picking slip are automatically created i.e., Percent Fully Allocated is validated against Min Allocation % under Sites>Settings>Automated Warehousing. Refer to Example 1 for further explanation. 
  • However when there is only one order line another calculation formula is used instead. Refer to Example 2 for further explanation. 

• used on the sale order list view as one of the key indicators to track the progress of outstanding orders; It is recommended that a property called Percent Picked is added to the view to enhance this process.    

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This property is calculated using the following formula : 

• Percent Fully Allocated = number of fully allocated unsupplied order lines / total number of unsupplied order lines * 100

if it is greater or equal to the Min Allocation % and provided that all other criteria are met then a shipment/picking slip will be created/printed by auto-warehousing. 

Example 1: When there are multiple order lines

Table 1.1 : Sale order initial state 

Order Line	Product	Qty Ordered	Qty On Shipments	Qty Allocated	Qty Back Ordered	Line Fully Allocated	Auto-Warehouse Min Allocation %	Auto-Warehouse Produce Shipment/Picking slip (Is Percent Fully Allocated >= Min Allocation % ?)
1	A	10	0	10	0
2	B	10	0	0	10
3	C	10	0	5	5
4	D	10	0	1	9
5	E	10	0	2	8
Percent Fully Allocated						1/5*100 = 20%	10%	Yes
Order Line 1 is fully allocated; Qty Ordered - Qty Allocated = 0 Order Line 2-5 are not fully allocated; Qty Order - Qty Allocated not = 0 Percent Fully Allocated =  number of fully allocated unsupplied order lines / total number of unsupplied order lines * 100 = 1/5*100 = 20%, thus there will be shipment/picking slip created Percent Picked = Total Qty Picked (posted shipments) / Total Qty Ordered * 100 = 0/50 * 100 = 0%

Table 1.2 : When the shipment/picking slip are created by auto-warehouse the state of the order can be depicted as follows    

Order Line	Product	Qty Ordered	Qty On Shipments	Qty Allocated	Qty Back Ordered	Line Fully Allocated	Auto-Warehouse Min Allocation %	Auto-Warehouse Produce Shipment/Picking slip (Is Percent Fully Allocated >= Min Allocation % ?)
Supplied	A	10	10	0	0	Shipment #1
1	B	10	0	0	10
2	C	10	5	0	5
3	D	10	1	0	9
4	E	10	2	0	8
Percent Fully Allocated						0/4*100 = 0%	10%	No
Order Line Supplied is excluded from the calculation as it is on a shipment Total Order Line is now 4 Order Line 1-4 are not fully allocated Percent Fully Allocated = 0/4*100 = 0%, thus there will be no shipment/picking slip created    Percent Fully Allocated calculation is based on the unsupplied order lines as such it can be set back to 0% throughout an order life cycle. Shipment #1 consists of all items in Order Line "Supplied" and parts of Order Line 2-4 Percent Picked = Total Qty Picked (posted shipments) / Total Qty Ordered * 100 = 0/50 * 100 = 0%; the shipment created is in In Progress status

Table 1.3  : Penultimate state of the order can be depicted as follows

Order Line	Product	Qty Ordered	Qty On Shipments	Qty Allocated	Qty Back Ordered	Line Fully Allocated	Auto-Warehouse Min Allocation %	Auto-Warehouse Produce Shipment/Picking slip (Is Percent Fully Allocated >= Min Allocation % ?)
Supplied	A	10	10	0	0	Shipment #1
1	B	10	0	10	0
2	C	10	5	5	0
3	D	10	1	9	0
4	E	10	2	8	0
Percent Fully Allocated						4/4*100 = 100%	10%	Yes
Order Line 1-4 are fully allocated Percent Fully Allocated = 4/4*100 =100%, thus there will be shipment/picking slip created    Percent Picked = Total Qty Picked (posted shipments) / Total Qty Ordered * 100 = 10/50 * 100 = 20%; the shipment created for the supplied line is in Posted status

Table 1.4  : Final state of the order can be depicted as follows

Example 2: When there is one order line (or only one remaining order line) 

Table 2.1 : In this scenario, a simple percent average allocated calculation is used to calculate the Percent Fully Allocated which is depicted as follows 

Table 2.2 : Final state of the order can be depicted as follows