Incoming_links Space USE
Overview
Before the process, theThe information about the requested products and the requested quantity of these products , quantity and dates is captured and recorderd in the sales order for material.
The check Before order confirmation the control of goods availablility in stock process to be delivered from stock is required. Supply manager verifies whether the quantity of goods required by the sales order can be timely delivered to the customer. Consider from the warehouse, from which the goods will be delivered. During the checkprocess, the current availabile stock and as well as expected delivery from vendors must be analized.
The stock assigned for specific customer segments, sales channels, regions, VIP clients - must be considered as available stock during the availability check, depending on the customer classification.
Substitute goods can be offered to customers if the required goods are out of stock and are not expected to be delivered.
goods delivery are considered.
As a result, the goods availability for supply from stock is controlled.
Control goods availability for sales from stock
Control availability of goods in stock for sales orderflowchart
BPMN Modeler Enterprise attachmentIdBpmn 33395931 diagramBackgroundColor #ffffff enableCustomViewerHeight false diagramName Control availability of goods in stock for sales order showBpmnLinks true showAnyLinks true showConfluencePageLinks true showAttachmentsInTab false showDmnLinks true showEmbeddedComments true saveZoomPosition false showJiraIssueLinks true showBpmnJsPanel true shownAttachmentVersion 2 showDmnInTab false viewerHeight 250 commentedSaving false vbcpEntId vxcp-ent-id-d0159691-d6b7-4901-b47c-e54f9705a91a showConfluenceAttachmentLinks true showExternalContentLinks true showMdfInstanceLinks true showMaximalHeight false loadImageInViewer model showBpmnInTab false showDocumentation true showJiraIssuesInTab false
Paths
| Path | Warehouse and delivery → Demand fulfillment → Order supply | ||
|---|---|---|---|
| In-app link EN code |
| ||
| In-app link RU code |
|
How to
execute availability goods in stock checkChecking current and planning stock in the local warehousereview goods availability state
1. Go to the Order supply forecast workplace.
2. Find the Sales order and do the following actions for each line of the sales order.
3. Review the items and quantity to be supplied.
4. Review list and expand its lines. Review the item, the variant, the Warehouse from which these items must be supplied, the Quantity to be supplied.5. Review , the Requested supply date.
63. Then check review the State column. , find the lines with the Supplied on warehouse- means that item stock is state. These goods are now available on stock now
| title | Note |
|---|
.
4. Then find the lines with the Supplied by date state. These goods
Other States descriptions:
Supplied by date - means that item stockwill be available by confirmed supply order. The Receipt date is defined according to the supply order information.
5. Then find the lines with the Expected based on unconfirmed order
- means that item stock will bestate. These goods will be available by
placed butunconfirmed supply order. The Receipt date is defined according to the standard lead times.
6. Then find the lines with the Supply state. The supply of these goods isn't yet initiated. The Receipt date is defined according to the standard lead times.
7. Compare the Requested supply date with the Date of receipt.
8. Drill down
7. Check the information in the Date of receipt column, if it is applicable.
8. Check the references to supply orders in the Receipt order column, if it is applicablerequired.
| Info | ||
|---|---|---|
| ||
Date of receipt values descriptioins:
|
Checking assigned stock in the local warehouse
Go to the Stock availability report.
Choose the Warehouse.
Choose the Item.
Analyze a stock classification for the selected item in the Now group of columns: In stock, In reserve, Available.
Find the In reserve column amount, click right mouse button and Drill down 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.
Checking reserved stock in the local warehouse
See how to Execute back order processing if the delivery of other orders that contain reserved goods can be postponed.
How to determine other delivery date
Calculating expected stock receipts dates
Go to the Stock availability report.
Choose the Warehouse.
Choose the Item.
Analyze a stock classification for the selected item in the Expected group 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 the earliest date of the delivery for the requested quantity (manually).
Finding substitution options
Go to the Sales order document, go to the Goods tab.
Click the Fill - Select goods command, find and select the item, click on the right mouse button and choose the Items with similar properties.
Review a list of items.
Checking stock in other warehouses and calculate stock transfer
Go to the Stock availability report.
Leave the Warehouse filed empty.
Choose the Item.
Analyze a stock classification for the selected item in the Now group of columns: In stock, In reserve, Available.
Analyze a stock classification for the selected item in the Expected group of columns: Receipt, In reserve, Available.
Go to the Procurement strategies list.
Find the Procurement strategies with Transfer in the Supply type column.
Find those relevant to Warehouses.
Open it and check the Transfer period.
Calculate the earliest possible goods receipt date taking into account the transfer lead times between chosen warehouses.
Checking assigned stock in all warehouses and calculate stock transfer
Go to the Stock availability report.
Leave the Warehouse filed empty.
Choose the Item.
Analyze a stock classification for the selected item in the Now group of columns: In stock, In reserve, Available.
Analyze a stock classification for the selected item in the Expected group of columns: Receipt, In reserve, Available.
Select the colunm, click right mouse button and Drill down 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 Procurement strategies with Transfer in the Supply type column.
Find those relevant to Warehouses.
Open it and check the Transfer period.
Calculate the earliest possible goods receipt date taking into account the transfer lead times between chosen warehouses.
How to send notification about changes to customer
Go to the Business Interactions workplace.
Create a new document and choose 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 get answer to notification about change of delivery date
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: select the Cancellation reasons column and indicate the reason for the cancellation.
| Info | ||
|---|---|---|
| ||
Do not remove the obsolete lines of the initial order. |
How to reaffirm requested quantities and dates
The required positions of requested goods are available and ready to be delivered at the requested date.
Engaging 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 production 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.
The system will automatically reserve the stock of the item from expected deliveries of placed purchase orders and transfer the information into the production stage.
The system will automatically change the delivery dates, split the lines according to the current state of the supply.
Go to the Stock vailability report.
Check if the stock is reserved.
Engaging assigned stock
Go to the Inventory assignment adjustments list.
Create a new one.
Choose Reservation and adjustmentor Arbitrary assignment adjustment transactions.Choose the Company.
Select the Assignment (for Reservation and adjustment).
Fill in the items with reserved stock automatically.
Change the quantity for reallocation.
Specify new Assignment.
Post the document.
Go to the Stock availability report.
Check if the stock is reserved.