How to Investigate stock allocations on a Sale;
If a product on a sales order has not been allocated and is placed on back order however stock has been received but not allocated to this specific sales order please see details below on how to investigate further:
- 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: The number of products that are available to be allocated to an order. 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 Stock Allocated field.
If there is a Quantity in 'Allocated' this means that stock has been allocated to an older Sale Order\Service Order.- Click Show Breakdown
- Click Sale Allocations
- This will display any Sale Order\Service Order that has stock allocated to it.