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
See how it works in the system
See the Determine product price and conditions process managed in the system:
Open the link in a new tab and enter Administrator EN user, no password
How to Perform ATP
Check 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.
Note
The States meaning in the Order supply forecast workplace:
- Supplied on warehouse - item stock are available on stock now;
- Supplied by date - item stock will be available by confirmed purchase or production order;
- Expected based on unconfirmed order - item stock will be available by placed but unconfirmed purchase or production order;
- Supply - the procurement in process, no any purchase or production orders placed.
Check the Date of receipt column for each line of the sales order.
Note
The sources for calculatin the Date of receipt in the Order supply forecast workplace:
- Confirmed or planned release date of Production order;
- Confirmed or planned receipt date of Purchase order;
- Standard lead times of applicable Procurement strategy;
- Not defined - is there is no any applicable Procurement strategy.
Drill down to the exact Production order, Purchase order, Procurement strategy and check the information.
Check assigned stock in the local warehouse
Drill down to the sales order.
Go to the Items list
Open the item card.
Open the Stock balance and availability report (click the Reports button).
Choose the warehouse.
Analyze a quantity for all items for the selected position: available, planned, reserved stock.
Find the In reserve column figure and drill down to the Goods receipt and shipment report.
Analyze the Line of business items and find a stock for those Lines of business that are applicable to the customer segment.
Make sure that the assigned stock is allowed to be re-reserved for the customer order.
Check 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 Calculate alternative delivery date
Calculate expected stock receipts dates
Drill down to the sales order.
Go to the Items list
Open the problem item card.
Open the Stock balance and availability report (click the Reports button).
Choose the warehouse.
Analyze all expected receipts of the item to the warehouse (Expected - Receipt column to see .
Calculate the earliest date of the delivery for the requested quantity.
Find substitution options
Open the product selection form (Fill in→Select goods command) and select from the list an item with similar basic properties and characteristics.
Check 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.
Analyze a quantity of 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)
Go to the Procurement strategies list
Find the appropriate Procurement strategies for transfer between warehouses and check it's lead times.
Calculate the earliest possible goods receipt date taking into account the transfer lead times from chosen warehouses.
Check assigned stock in all warehouses
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.
Enable the Assignment analytics.
Analyze a quantity of 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)
How to Inform customer about alternative date
Send to the customer all viable variant delivery with alternative dates, substitute products, partial shipments.
Use any communication tools: phone, email, mail, self-service portal.
Record the communication in Interaction.
How to Receive response to alternative delivery date
Open and update the Sales order 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 column and indicate the reason for the cancellation.
Note
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 Confirm date and quantities to order
The required positions of requested goods are available and ready to be delivered at the requested date.
Engage 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 order.
The system will automatically change the delivery dates, split the lines according to the current state of the supply.
- 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 sales order.
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 to check if the stock is reserved.
Engage assigned stock
Go to the Inventory assignment adjustments list and create a new one.
Choose Re-reserving (single) or Re-reserving (multiple) transactions.
Choose the Company.
Select the Assignment (for single re-reserving).
Fill in the items with pegged stock automatically.
Change the quantity for reallocation.
Specify new Assignment. Post the document.
Go to the Stock balance and availability report to 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 and set the On approval status.