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 quantity of the goods requested by the client is entered into the sales order. 

There are various supply options for goods. Go to the Goods tab and click the command Supply→Fill in supply. Choose the option for reserving (providing) goods and shipping:

• Reserve at warehouse. The system reserves goods from the available inventory which is calculated for the current date. All previously reserved goods for other customer orders are taken into account in the calculation. If a group of warehouses is specified, then information about warehouses from which the goods can be shipped will be filled in. The shipment date will be set to the desired date or today's date if the desired shipment date information is not filled.
• Reserve by date. The system reserves goods from expected deliveries of previously placed purchase orders.  These purchase orders must have the status Confirmed and specified delivery date. The goods are distributed according to the required shipment dates and delivery dates. The shipment date is set equal to the delivery date specified in the purchase order. Those orders are selected for which the delivery date is closest to the desired shipment date. If the desired shipment date is not specified, then orders are selected, the delivery date of which is closest to the current date. Товары распределяются в соответствии с желаемыми датами отгрузки и датами поставки. Дата отгрузки устанавливается равной дате поставки, указанной в заказе поставщику. Подбираются те заказы, у которых дата поставки ближе всего к желаемой дате отгрузки. Если желаемая дата отгрузки не указана, то подбираются заказы, дата поставки у которых ближе всего к текущей дате.
• Do not supply. Товар не резервируется и не планируется к обеспечению. Например, резервирование и обеспечение будут происходить только после получения аванса от клиента.
• To supply. Товара нет на складе и поставка еще не запланирована. Например, товары необходимо заказывать у поставщика, перемещать с другого склада. Заказ клиента с таким вариантом обеспечения является распоряжением на обеспечение потребности. Логист, используя обработку Формирование заказов по потребностям, оформляет заказ (например, Заказ поставщику, Заказ на перемещение) на обеспечение потребности по заказу клиента. После того как заказы будут сформированы и подтверждены, в заказах клиента вариант обеспечения автоматически изменится на Резервировать к дате. В заказе клиента в качестве даты отгрузки заполняется дата ближайшей планируемой поставки данного товара на склад.
• Provide on pegging basis. Вариант обеспечения доступен, если установлена функциональная опция НСИ и администрирование – Настройка НСИ и разделов – Склад и доставка – Обеспечение потребностей - Обособленное обеспечение заказов. Используется, если необходимо обеспечить потребность под конкретное назначение. Что является назначением при обособленном обеспечении товарами для продаж, определяется настройкой НСИ и администрирование – Настройка НСИ и разделов – Продажи – Оптовые продажи – Обособление товаров:

○ по заказу клиента – позволяет обеспечить потребность в товарах под заказы клиентов. Объектом обособления выступает заказ клиента.

○ направлению деятельности - позволяет обеспечить потребность в товарах под направление деятельности. Объектом обособления выступает направление деятельности.

При установке для строк заказа варианта действия К обеспечению (Обеспечивать обособленно) контролируются условия оплаты по заказу. Если в условиях оплаты по заказу установлен этап оплаты Аванс (до обеспечения), то к текущему моменту суммы по этим этапам должны быть оплачены клиентом.

При проведении заказа формируется распоряжение службе логистики (снабжения) по тем позициям, для которых установлен вариант действия К обеспечению (Обеспечивать обособленно). Служба логистики контролирует возможность обеспечения товаров по заказам.

При заполнении варианта обеспечения (колонка Действия) автоматически разбиваются строки документа в соответствии с наличием товара на складе и возможностью обеспечения. Для каждой строки документа заполняется вариант обеспечения и дата отгрузки. Автоматическое заполнение варианта обеспечения применяется по выделенным строкам. Таким образом, для различных товаров можно применять различные стратегии заполнения варианта обеспечения.

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 supply forecast. 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.

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 supply forecast 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.

Send confirmation to the customer by any channels: by phone, by email, by mail, via a self-service portal, through interfaces with external systems. 

How to Calculate alternative delivery date

The Order fulfillment state workplace gives recommendations for choosing the optimal supply option. 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.

Goods in stock can be reserved in the warehouse (excluded from available stock). Click on Reserve at warehouse. These goods can be shipped today and the shipment date is set to the current date.

If the client wants to receive goods in stock today, then a partial shipment of these goods can be offered. The rest of the goods can be shipped when they will be available at the warehouse.

Goods out of stock can be placed in the sales order if they are expected to be delivered from a supplier. Click on Provide on pegging basis. Goods are reserved by the expected delivery date that is specified in the related purchase order. This date is set as the shipment date in the sales order.

Goods out of stock that are not expected to be delivered are planned to be supplied. Click on To supply. The shipment date of these goods is equal to the shipment date that is required by the customer.

Substitute goods can be offered to clients if the required goods are out of stock and are not expected to be delivered. Click on Fill in→Select goods to open the product selection form and select from the list an item with similar basic properties and characteristics.

If the delivery of other orders that contain reserved goods can be postponed, see Backorder processing.

Set the order status On approval if goods are selected and estimated delivery dates are calculated.

How to Inform customer about alternative date

The sales manager sends the customer proposals of alternative dates, substitute products or partial shipments by any channels: e.g. by phone, by email, by mail, via a self-service portal.

How to Receive response to alternative delivery date

The sales manager receives the customer response to proposals:

If a new shipment date meets the requirements of the client, go to the order, change the delivery date and send another confirmation.

If a new shipment date does not meet the requirements, offer partial shipments.

If the customer accepts the division into 2 or more deliveries - reflect it in the order.

If the customer does not accept the partial shipments, offer substitute products.

If the customer does not accept the final proposal then cancel the order. Correction or cancellation is done directly in the order. Cancel the product lines and indicate the reason for the cancellation.