User SO Notification Over Changes in Stock Allocation

Hello Everyone! Today’s post will talk about a new feature where the user will be notified when there are changes in item allocation on the sales order and the picking ticket is already printed. This feature is applicable for those who have customer orders where the allocated quantity cannot fulfill the said order. In turn, you will have to create a purchase order by purchasing the item to your supplier to be able to reserve for the order.

A feature that is designed for partially allocated orders. Once the items are received in the warehouse and the picking ticket has been printed already, new stocks will reflect to the sales order in the Allocate field and the affected line item will appear in Red color. The user will then decide if he/she will ship the first available items and a back order will be created or pick received items and ship all of the ordered items in full.

Before we proceed, make sure that the following prerequisites are properly configured.

    • Require Picking Note – this must be checked to ensure that after creating a Sales Order, the Sales Order workflow will set the order to print the picking note. This option can be modified through the Customer module > Setup > Preferences.

Create a Sales Order Transaction without any allocation or reservation. On the Customer module, go to Order > New Order, then select the Bill to Customers tab.

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Enter the item in the line item as well as the quantity ordered. For an item that has limited free stocks available, it will automatically allocate the number of items available on the Allocate column. Make sure that “Ignore Stock levels on Allocation” option is unchecked to automate this process. Notice that the Reserve column has no reservation yet. Save the Sale Order.

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To fulfill the order, you have to purchase the remaining quantity from your supplier. By creating a purchase order, the system will then automatically reserve the purchase order to the partially allocated sales order.

Check the Sales Order on the list within the Special Order form.

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The Sales Order will now have a reserved item and the linked purchase order. Suppose the shipment of the newly created purchase is in transit, you may now pick the quantity of items that is available in your inventory. In the Sales Order form, go to the Print menu and check on the Print Picking Ticket option to print the picking ticket.

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Click Image to Enlarge

On the other hand, while the items are already picked, there could be a scenario where the items are already received in the warehouse. You may click on the Receive Items button from the Purchase Order form, and once the Good Received form is posted, the changes will be reflected on the linked Sales order form.

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Click Image to Enlarge

You will notice that the line item is highlighted in red. There are two options you can do to fulfill this order: this means you can either pick the received items and then ship tall the items together to your customer (provided you have notified the customer of the estimated shipping date, you may refer to PO Ship Date Enhancement) or create a backorder for the said order.

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Once this order is fulfilled and is completely allocated, you can then convert the order to invoice. Thank you for reading this blog post!

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