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Field

Definition

Branch

Use the menu to select the Branch this process will apply to. Select All to run the process on all Branches.

Report Only

Leave this field unchecked if you want this process to allocate available stock to Sales Orders/order lines for which the Allocation Date has been reached.

Check this field if you want the 'report only' version of the process; i.e. the process will produce a report of Sales Orders/order lines for which stock can be allocated, rather than actually allocating the stock to those orders.

Checking this field enables some additional fields below.

From / To Sales Order Number

You may optionally use these fields to restrict the range of Sales Orders considered for inclusion in the Forward Order Stock Allocation process. If necessary, enter the first and/or last in the required range of Sales Order numbers.

If these fields are not used, the process will consider all Sales Orders for inclusion - subject to other process criteria entered.

If you don't know the Sales Order number you may enter it automatically using the Finder. To do this:

• place your cursor in the From/To field;

• click [F3] to make Sales Orders active in the Finder;

• in the Finder, locate the Sales Order you wish to add (see Finding Sales Orders); then

• double-click on the line in the Finder to add the Sales Order number.

Allocate Up To

When the process is run, stock will be allocated/released to 'Forward' lines with an Allocation Date on or before the date entered in this field.

Today's date is entered by default, but you may select/enter an alternative.

Part Allocate Forward Order Lines

This controls what happens when there is insufficient stock of a line to allocate the required quantity. If this field is:

• checked: the system will allocate the existing stock to the line and place the balance on back order.

• unchecked: no stock will be allocated to the line.

For example, the Product line 'TILES01' has reached its allocation date. The ordered quantity is 50 units but only 20 units are in stock on the allocation date. If Part Allocate Forward Order Lines is selected, on completion of the process the available 20 units will be allocated/released to the order line, while the remaining 30 units will be placed on back order. If Part Allocate Forward Order Lines was not selected, no stock of TILES01 would be allocated, even though potentially 20 units are available.

Note: Ability to see/use this feature is control by the following User Permission: Sales Desk > Forward Orders > Part Allocate Default.

Check Stock

Displays if Report Only is selected:

Check this field if you require the report to show stock availability.

Stock Exceptions

Displays if Report Only is selected:

• Leave this field checked to list all current Forward Orders/lines in the report. Or:

• Check this field to list only orders with Stock Exceptions; i.e. show only those Forward Orders/lines which cannot be satisfied by current stock levels.

From / To Required Date

Displays if Report Only is selected:

The report will list Forward Orders/lines based on their Required Date.

Today's date is entered by default, but you may select/enter an alternative date range (e.g. show Forward Order lines with a Required Date from 01/01/20XX to 31/01/20XX).