Definition
The information about the requested products and the requested quantity of these products is captured in the sales order.
The Available-to-Promise (ATP) check against stock verifies whether the required quantity of finished goods can be sold to the customer at the requested date.
The check is carried out against actual or projected finished goods inventory.
The stock assigned for specific customer segments, sales channels, regions, VIP clients - must be considered as available stock during the ATP check, depending on the customer classification.
Substitute goods can be offered to clients if the required goods are out of stock and are not expected to be delivered.
It is also necessary to determine the storage location the goods will be delivered from.
This order saved, but not submitted (posted) yet.
Business Process Diagram
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See how it works in the system
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Open the link in a new tab and enter Administrator EN user, no passwordHow to
Performperform ATP
CheckChecking current and planning stock in the local warehouse
Open the Order supply forecast workplace.
Use custom filters to find the Sales order.
Check the State column for each line of the sales order.
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The States meaning in the Order supply forecast workplaceState kinds descriptions:
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Check the Date of receipt column for each line of the sales order.
Review the Receipt order column and drill down to the exact Production order, Purchase order, Procurement strategy to check the information.
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The sources for calculatin the Date of receipt in the Order supply forecast workplacevalues descriptioins:
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Drill down to the exact Production order, Purchase order, Procurement strategy and check the information.
CheckChecking assigned stock in the local warehouse
Drill down to the sales order.
Go to the Items listOpen Open the the item card.Stock balance and availability report.
Choose the Warehouse (click the Reports button).
Choose the warehouse Item.
Analyze a quantity stock classification for all items for the selected position: available, planned, reserved stockitem in the Now group of columns: In stock, In reserve, Available.
Find the In reserve column figure and drill down to the Goods receipt and shipment report.Analyze the amount, click right mouse button and Drill down by the Assignment analytics and find a stock for those by the Lines of business that are applicable to the customer segment.Make sure that the assigned stock is allowed to can be re-reserved for the customer order relevant to the customer segment.
CheckChecking reserved stock in the local warehouse
See how to Perform back order processing if the delivery of other orders that contain reserved goods can be postponed.
How to
Calculatecalculate alternative delivery date
CalculateCalculating expected stock receipts dates
Drill down to the sales order.
Go to the Items listOpen Open the the problem item card.Stock balance and availability report.
Choose the Warehouse (click the Reports button).
Choose the warehouse Item.
Analyze all expected receipts of the item to the warehouse (Expected - Receipt column to see .a stock classification for the selected item in the Expectedgroup of columns: Receipt, In reserve, Available.
Find the Recipt column amount, click right mouse button and Drill down to by the Availability date analytics and find a stock by the expected receipt dates that can be reserved for the customer order.
Figure out Calculate the earliest date of the delivery for the requested quantity (manually).
FindFinding substitution options
Go to the Sales order document, go to the Goods tab.
Click the Open the product selection form (Fill in→Select goods command) , find and select from the list an item item, click on the right mouse button and choose the Items with similar basic properties and characteristicsproperties.
Review a list of items.
CheckChecking stock in other warehouses and calculate stock transfer
Go to the Items list
Open the problem item card.
Open the Stock balance and availability report (click the Reports button).
Leave the Warehouse filed empty, and run it.
Choose the Item.
Analyze a quantity of stock classification for the item that are available to all warehouses (the Avaibale column).Analyze all expected receipts of the item to all warehouses (the Expected - Receipt column)selected item in the Now group of columns: In stock, In reserve, Available.
Analyze a stock classification for the selected item in the Expectedgroup of columns: Receipt, In reserve, Available.
Go to the Procurement strategies list.
Find the appropriate Procurement strategies for transfer between warehouses Procurement strategies with Transfer in the Supply type column.
Find those relevant to Warehouses.
Open it and check the Transfer periodand check it's lead times.
Calculate the earliest possible goods receipt date taking into account the transfer lead times from between chosen warehouses.
CheckChecking assigned stock in all warehouses and calculate stock transfer
Open the Go to the Items list
Open the problem item card.
Stock balance and availability report (click the Reports button).
Leave the Warehouse filed empty, and run it.
Enable Choose the Assignment analytics Item.
Analyze a quantity of stock classification for the item that are available to all warehouses (the Avaibale column).
Analyze all expected receipts of the item to all warehouses (the Expected - Receipt column).
selected item in the Now group of columns: In stock, In reserve, Available.
Analyze a stock classification for the selected item in the Expectedgroup of columns: Receipt, In reserve, Available.
Select the colunm, click right mouse button and Drill down Make sure that the assigned stock is allowed to by the Assignment analytics and find a stock by the Lines of business that can be re-reserved for the customer order relevant to the customer segment.
Go to the Procurement strategies list.
Find the appropriate Procurement strategies for transfer between warehouses Procurement strategies with Transfer in the Supply type column.
Find those relevant to Warehouses.
Open it and check the Transfer periodand check it's lead times.
Calculate the earliest possible goods receipt date taking into account the transfer lead times from between chosen warehouses.
How to
Informinform customer about alternative date
Send to the customer all viable variant delivery with alternative dates, substitute products, partial shipments.
Go to the Business Interactions workplace.
Create a new document and choose Use any communication tools: phone, email, mail, self-service portal.
Communicate to the customer all viable variant delivery with alternative dates, substitute products, partial shipments.
Record the communication in Interaction.
How to
Receivereceive response to alternative delivery date
Open and update Go to the Sales order document.
Update it in accordance with customer response:
- Add new ore substitute items;.
- Change quantity;.
- Change expected delivery dates;.
Maintain obsolete open order items: add a tick in the Cancel as Cancellation reasons column and indicate the reason for the cancellation. See how to Maintain Reasons for sale order cancellation
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Do not remove the obsolete lines of the initial order. |
Repeat "Calculate alternative delivery date" and "Inform customer about alternative date" steps to find other alternative delivery dates.
How to ConfirmHow to confirm date and quantities to order
The required positions of requested goods are available and ready to be delivered at the requested date.
EngageEngaging available stock
Go to the Order supply forecast workplace.
The system provides recommendations for choosing the optimal supply option.
Reserve (exclude from available stock) the requested items and quantity by clicking the hyperlink on the column Actions in front of the item line and choosing:
- Reserve at warehouse option.
The system will automatically reserve the stock of the item available in the warehouse right now and transfer the information into the sales orderproduction stage.
The system will automatically change the delivery dates, split the lines according to the current state of the supply.
Go to the Stock balance and availability report.
Check if the stock is reserved.
Engaging stock in expected delivery
Go to the Order supply forecast workplace.
Reserve (exclude from available stock) the requested items and quantity by clicking the hyperlink on the column Actions in front of the item line and choosing:
- Reserve by date option date option.
The system will automatically reserve the stock of the item from expected deliveries of placed purchase orders and transfer the information into the sales orderproduction stage.
The system will automatically change the delivery dates, split the lines according to the current state of the supply.
Go to the Stock balance and availability vailability report.
Check if the stock is reserved.
EngageEngaging assigned stock
Go to the Inventory assignment adjustments listthe Inventory assignment adjustments list.
Create a new one.
Choose Re-reserving (single) or Re-reserving (multiple) ose Reservation and adjustmentor Arbitrary assignment adjustment transactions.
Choose the Company.
Select the Assignment (for single re-reserving Reservation and adjustment).
Fill in the items with pegged reserved stock automatically.
Change the quantity for reallocation.
Specify new Assignment.
Post the document.
Go to the Stock balance and availability report.
Check if the stock is reserved.
Send confirmation to the customer.
Use any communication tools: phone, email, mail, self-service portal, interfaces with external systems.
Record the communication in Interaction.
Go to the Sales order
Set the On approval status.