Overview
Before the process, the information about the requested products and the requested quantity of these products is captured and recorderd in the sales order.
The check of goods availablility in stock process verifies whether the quantity of goods required by the sales order can be timely delivered to the customer.
Consider the warehouse, from which the goods will be delivered.
During the check, the current availabile stock and 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.
Control availability of goods in stock for sales order flowchart
How to execute availability goods in stock check
Checking current and planning stock in the local warehouse
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. Check the State column
Note
State kinds descriptions:
- Supplied on warehouse - means that item stock is available on stock now
- Supplied by date - means that item stock will be available by confirmed supply order
- Expected based on unconfirmed order - means that item stock will be available by placed but unconfirmed supply order
- Supply - means that the procurement in process and not yet started, no any supply orders placed
4. Check the information in the Date of receipt column.
5. Review the Receipt order column and find the references to supply orders.
Note
Date of receipt values descriptioins:
- Confirmed or scheduled production date of Production order
- Confirmed or scheduled goods receipt date of Purchase order
- Standard Lead times of applicable Procurement strategy
- Not defined - is there is no any applicable Procurement strategy
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.
Note
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 adjustment or 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.