Auto-allocate received stock to non-intersite sales orders first

SUGGESTED

Hello,

We are wondering if, when stock is received and automatically allocated, to allocate it to NON-intersite flagged orders first, even if they are older than the regular orders.

The scenario:

I am transferring stock physically and digitally from one stock site (retail store) to another (warehouse) in order to fill a customer order which needs to be picked from the warehouse stock site. However, if an intersite sales order (we call it a restock) is present for that retail store stock site for that item where the order is older than the customer order, upon receiving the transfer into the warehouse stock, it will automatically allocate onto the retail store restock order and not the customer order, because the retail restock order is older. We are wondering if it is possible to give allocation priority to non-intersite sales orders (ie. regular customer orders) when automatic allocation happens upon the point of receipt.

The intersite sales orders are marked with the field BETFCY in the SOH screen, where a check mark has a value of two and unchecked has a value of one.

  or 

We want sales orders without the check mark to allocate first even if they are newer than orders with the checkmark. Is this possible?

Thank you,

Zoey

Parents Reply Children
  • 0 in reply to Victor Nia

     when a sales order is created (manually or automatically), it automatically allocates any available stock as soon as it gets created. If there are any shortages, the item will not get allocated until it is moved into A status after receiving, by order of oldest shortage to newest. We never use the allocation button in the sales order. (Sometimes I will use manual line allocation when I need to move an allocation from one sales order to another). And we do not use Automatic Allocation Function (FUNAUTALL). 

    When I click the allocation button in a sales order, it looks like the method is detailed:

  • 0 in reply to Zoey Mattison

    Hi Zoey, I think you can have your inter-site Sales orders not being allocated automatically at the time of SO creation so they won't generate shortages, and when stock arrives and cleared (status A) it only gets allocated to normal Sales orders as first priority. Then you process your inter-site SOs based on what is left as second priority.