How to Investigate stock allocations on a Sale;
If a sale has a back order and stock has been received but not allocated to your order you can follow the following procedure to investigate:
- Search for your product.
- Click on Tab Sites.
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.QuantityOnTransferPendingSale 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.
To Investigate stock allocation you will need to review the Allocated field.
- If there is a Quantity in Allocated this means there is stock that has been allocated to a Sale Order\Service Order.
- Click Show Breakdown
- Click Sale Allocations
- This will display any Sale Order\Service Order that has stock allocated to it.