Order Management System. What's new
← Version 1.34.6.0

Skip Allocation: Not Reserved/Back Order/Out of Stock logic

Item edit:

  1. Stock Item checkbox:
    • Was added to the Assembly and Inventory items;
    • By default isn’t checked;
    • If the checkbox is checked and the item is fully/partially not in stock and on SO was selected Not Reserved status:
      • the Line Item status is  “Check stock”.

Sale Order Current Availability form:

  1. Add New item to SO:
    • New actions were added for the Inventory / Non Inventory /  Assembly / Service Items:
      • Not Reserved (Not Processed for  Non Inventory / Service items);
      • Backorder –  only for Assembly and Inventory; 
      • Out of stock – only for Assembly and Inventory;
      • Weren’t added these actions to Assembly Item bill of materials;
    • Not Reserved radio button (Not Processed for  Non Inventory / Service items):
      • Is selected by default if in company settings has been selected “Use in stock & Not reserve” and ordered qty < Available qty;
      • If the radio button is selected:
        1. If line item is not in stock and “Check Sock” is checked on item level:
          • the item status on SO is: “Check Stock”;
          • just the UI substatus;
        2. After clicking on the Save & Process / Save & Not reserve / Save buttons:
          • the Sale Order is processed; 
          • the line item status is:
            • “Not Reserved” if an item in stock; 
            • “Check Stock” if item fully or partially not in stock and on Item edit form “Stock Item” checkbox is switched on;
            • color grey;
          • the qty will not be allocated from stock;
          • the qty will not be ready to ship;
          • item amount is calculated in SO totals;
    • Backorder radio button:
      • Is selected by default if in company settings has been selected “Use in stock & Backorder” and ordered qty < Available qty;
      • If radio button is selected:
        1. After clicking on the Save & Process / Save & Not reserve / Save buttons:
          • the Sale Order is processed; 
          • the line item status is “Backorder” and the status color is grey;
          • the qty will not be allocated from stock;
          • the qty will not be ready to ship;
          • item amount is calculated in SO totals;
    • Out of stock radio button:
      • If the radio button is selected:
        1. Automatically if:
          • on item level “Orderable” checkbox is checked off;
          • item is not in any stores in the system;
        2. After clicking on the Save & Process / Save & Not reserve / Save buttons:
          • the Sale Order is processed;
          • the line item status is “Out of Stock” and the status color is red;
          • the qty will not be allocated from stock;
          • the qty will not be ready to ship;
          • item amount isn’t calculated in SO totals (logic the same as for void items);
          • on Ship Order is displayed but excluded for shipping ( like for void items);
          • on Ship Order PDF (Packing slip) is displayed;
          • Isn’t moved to Pick Order;
          • Is displayed on Invoice with Qty = 0;
  2. Increase Item on SO:
    • If line item in SO has been increased:
      • The same three actions are added to the action manager:
        • Not Reserved (Not Processed for  Non Inventory/Service items);
        • Backorder;
        • Out of stock;
      • Rules for the actions are the same as for the new item;
      • Actions should be available and display for the item all the time if the item has never been:
        • shipped;
        • partially shipped;
        • invoiced;
        • dropship;
        • workorder;
        • created Assembly order;
  3. Processed SO:
    • If Sale Order has been processed and for line item has been selected one of the three new actions:
      • The user should have ability to change action on any another;
      • For example to change on:
        1. Create PO Request;
        2. Use in Stock etc.

Reserve Inventory Panel:

  • On the panel are displayed orders in statuses: “Not processed, Not Reserved, Backorder,  Check Stock”.

Sale Order list form:

  • In SO list Draft / Open Order statuses is displayed new block “Inventory status”:
    • Displays if “Skip Allocation” is switched on;
    • Contains:
      1. Not Reserved:
        • if checkbox is checked -> are displayed SOs with Inventory status “Not Reserved”;
      2. Backorder:
        • if checkbox is checked -> are displayed SOs with Inventory status “Backorder”.

Company settings:

  1. Skip Allocation checkbox:
    • Was moved before the “Default Allocation Type” drop-down;
    • If checkbox is checked:
      • “Use in Stock & Not Reserve” / “Use in Stock & Backorder” actions are displayed in the “Default Allocation Type” drop-down in Company Settings;
      • “Process & Not Reserve”, “Process & Backorder” buttons are displayed in the Sale Order;
      • Not Reserved (Not Processed) / Backorder / Out of stock radio buttons are displayed in the Sale Order on Current Availability form;
  2. Use in Stock Qty:
    • If action is selected -> next to the dropdown is displayed warning message: “If Stock is not available then system will automatically Create PO Request”;
  3. Were added new actions:
    • “Use in Stock & Not Reserve”;
    • “Use in Stock & Backorder”;
  4. “Use in Stock & Not Reserve”:
    • If action is selected:
      •  once the item has been added on Sale:
        1. if Ordered qty < = Available qty:
          • By default is selected “Use in stock” action on current availability form;
          • If Use in stock is not available -> is selected “Reserve from Incoming PO” action;
          • If “Reserve from Incoming PO” is not available -> is selected “Not reserved” action;
        2. if Ordered qty > Available qty:
          • By default is selected “Not Reserve” action on current availability form;
  5. “Use in Stock & Backorder”:
    • if action is selected:
      • once the item has been added on Sale:
        1. if Ordered qty < = Available qty:
          • By default is selected “Use in stock” action on current availability form;
          • If Use in stock is not available -> is selected “Reserve from Incoming PO” action;
          • If “Reserve from Incoming PO” is not available -> is selected “Backorder” action;
        2. if Ordered qty > Available qty:
          • By default is selected “Backorder” action on the current availability form.

Split Sale Order by Availability:

  1. Split Customer was renamed to “Split by Customer”;
  2. Split by Availability:
    • New action was added;
    • Available in SO statuses: Draft;
    • Action enabled if at least one item in the order in status:
      • Not available in stock:
        1. Backorder;
        2. Pending PO;
        3. PO in process;
      • Available in stock:
        • Ready to ship;
    • After clicking on the button the new Draft Sale Order is opened:
      • The log is added to the Sale Orders:
        1. Based SO:
          • Text: “SO was splitted by Availability to SO-XXXXX”;
        2. Split SO:
          • Text: “SO created based on SO-XXXX”;
  3. Show message:
    • If in Process Sale order exists Available in stock and Not available in stock item and in Company settings checkbox is checked:
      • after clicking on the Save & Process button -> message is displayed: “Some items are not available in stock. Do you want to split order by availability? Yes / NO”:
        1. Yes:
          • the new Sale order is generated and opened:
            • in newly created SO are displayed Ready to ship / Partially shipped / Shipped items;
            • the logs are added;
        2. NO:
          • the message is closed without changes.