The information about the requested products and the requested quantity of these products is captured in the sales order, and it must be checked if the order can be fulfilled on the date wished by the customer. 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
How to Perform ATP
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 required quantity of the goods requested by the client is entered into the sales order. Now the check of the availability can be performed.
Check the availability of these goods immediately in the sales order through the special workplace Order fulfillment state. Go to the tab Goods and click Supply→Supply forecast. The workplace displays each position of goods and their availability in the determined warehouse and in all other warehouses of the company:
The reserve in the warehouse is marked in green if the goods can be shipped by the required date or a purchase order is placed for goods that are out of stock.
The reserve in the warehouse is marked in gray if some of the goods are out of stock in the warehouse.
The reserve in the warehouse is marked in yellow if the goods can be shipped partially.
Check the availability of goods with the special report Stock balance and availability. Go to Warehouse and delivery→Warehouse reports→Stock balance and availability. The report shows quantity for all positions of goods or for the selected position: goods are in stock and being shipped, available and reserved goods, goods that are expected to be received or shipped.
Sometimes other constraints like transportation capacity or handling capacity need to be integrated into the ATP check.
If the ATP check provides expected results. go to instruction How to Confirm date and quantities to order.
If the ATP check does not provide expected results, go to instruction How to Calculate alternative delivery date
How to Confirm date and quantities to order
The ATP check confirms that the required positions of requested goods are available and ready to be delivered at the requested date.
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Резервация на время
Необходимо определить, что происходит после подтверждения доступности. Обычно запрошенное количество продукта зарезервировано (исключено из доступного запаса). Следует определить, как обрабатываются недоставленные заказы на продажу и когда будет отменено резервирование заказа на продажу.
It is necessary to define what happens after the availability is confirmed. Typically the requested product quantity is reserved (excluded from available stock). It should be defined how undelivered sales orders are handled and when a reservation for a sales order will be canceled.
Business rules that need to be defined are:
***What are the main and alternative supply points for regions/customers (ship-to)
***Which future goods receipts should be considered
***Which future goods issues should be considered
***Are allocations required to "reserve" quantities for specific customers, customer groups, markets/sales channels, regions
***If allocations are used are those valid for the whole sales period or will those be deactivated after a certain time (example: monthly allocations are only valid until mid of the month; any remaining quantities will be made generally available afterwards). Sometimes other constraints like transportation capacity or handling capacity need to be integrated into the ATP check.
How to Calculate alternative delivery date
При отсутствии товара на складе на затребованную дату, нужно рассчитать по надостающим позициям дату наличия на складе (из производства, из заказа поставщика, из перерещения), чтобы запланировать другую дату поставки всего заказа.
The workflow in case of different partial availability situations should be defined:
***Proposal of alternate dates
***Proposal of substitute products
***Proposal of partial shipments
***Backorder processing
How to Inform customer about alternative date
Рассылка клиенту на почту (или по каналам whatsapp, telegramm)
***Proposal of alternate dates
***Proposal of substitute products
***Proposal of partial shipments
***Backorder processing
How to Receive response to alternative delivery date
Получить от клиента ответ, подходит ли ему альтернативная дата поставки.
Если подходит новая дата - нужно зайти в заказ и изменить дату поставки и направить еще раз подтверждение.
Если не подходит - предложить ему отгрузку несколькими партиями.
Если он принимает разделение на 2 и более поставки - отразить в заказе (разделение строк, установка разных дат).
Если опять не подходит клиенту - отмена заказа с указанием причины - "недоволен сроками поставки".
https://its.1c.ru/db/erp25doc#bookmark:wholesale:Provision
https://its.1c.ru/db/erp25doc#bookmark:wholesale:ProvisionMonitoring