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Effects of supply type on sale order line allocations and unallocated sale shipments

Effects of supply type on sale order line allocations and unallocated sale shipments

Owned by John Nairn (Unlicensed)

The table below shows you the effects of the supply type on sales orders on quantity allocated. It also shows how unallocated stock is treated on sale shipments that do not have a sale order.

Order

Shipment

Supply TypeAllocateBack OrderShip
Allowed

"Open" Shipment :

"Qty Shipped"

"In progress" Shipment :

"Qty Shipped"

Notes on Product>Sites>Quantities>"Product Site.Qty Unallocated SaleShipment"
AllocateAny stock that is availableRemaining quantity(tick)Available stockAvailable stock
    • "Product Site.Qty Unallocated SaleShipment" is an accumulation of the "QTY on shipment" of all "In progress" shipments that did not go through the stock allocation process e.g., order manually shipped using Supply Type=Ignore or shipment with no linked order.

    • Whilst this will not be reflected in the "Allocated" column it will be reflected in the "Available", "On Hand" and "Net On Hand" and will not be available to subsequent stock allocations.

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    • This means that the "Percent Allocated" and "Percent Fully Allocated" would be accurately calculated and consistent with "Auto-warehousing" stock "picking" calculation when deciding as to whether or not to create a shipment. As opposed to a historical issue where a stock available was allocated to an order when in fact it has already put on a shipment that did not go through the stock allocation process as mentioned above.

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IgnoreNoFull quantity ordered(tick)Full quantity ordered
  1. Full quantity ordered with location, or
  2. Full quantity ordered with no location, or
  3. Splits into
    1. part quantity ordered with location and
    2. part quantity ordered with no location
PriorityAny stock, even if it's been allocated elsewhereRemaining quantity(tick)Available stock, even if it's been allocated elsewhereAvailable stock, even if it's been allocated elsewhere
In StockOnly if full quantity is availableNo(tick)Full quantity orderedFull quantity ordered
Back OrderNoFull quantity ordered(error)N/AN/AN/A
QuarantineNoNo(error)N/AN/AN/A
WaitingNoNo(error)N/AN/AN/A





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