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 required positions of requested goods are available and ready to be delivered at the requested date. Reserve (exclude from available stock) the requested product quantity through the Order fulfillment state workplace or click the line on the column Actions and choose Reserve at warehouse.
The reserved quantity of goods is not available for other orders and information about this reservation is displayed in the report Stock balance and availability.
How to Calculate alternative delivery date
The Order fulfillment state workplace gives recommendations for choosing the optimal supply option:
Goods in stock can be reserved in the warehouse (excluded from available stock). These goods can be shipped today and the shipment date is set to the current date.
Then the recommendations are fulfilled, the result is transferred to the edited order. The supply options, shipping dates change, and the lines can be split automatically according to the current state of the supply.
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