Allocation in SOP

[Luvsql]

I have changed the allocation for SOP orders to allocate by Document/Batch, so the system will not automatically allocate after entering each line item. However, we would like to be able to manually allocate each LINE item (not allocate whole order). I have tried to manually change the Qty Fulfilled, but it gives me an error that I must allocate, but when I try to allocate the line item, it says that this item does not need to be allocated.

Is there a way to not auto-allocate, but allocate on a manual basis and B/O on a manual basis? Or if this is not possible, can we force every line item to be backordered, then manually unbackorder those that we want to allocate?

 

[PTina]

We use a separate fulfillment process and that works well for us.

Tools --> Setup --> Sales --> Sales Order Processing -->
1. Click on Button marked Order
2. Select the Order ID
3. Check to use a Separate Fullfillment Process
4. Check to Override Qty to Invoice with Qty Fulfilled
5. Check to Enable Qty to Back Order & Qty Cancelled

 

[Luvsql]

I have these options marked and it still says that the item does not need to be allocated and can't fulfil it. Do you have it allocating by line or document?

 

[PTina]

On the Sales Order setup screen, for the selected Order ID, make sure that the field Allocate By is set to Line Item and not Document/Batch.

You won't be able to change this setting if you have unposted Orders in the system.

 

[Luvsql]

I've updated the settings using a sql script, so I can change it at anytime. I have it marked by line item and those options marked, but then if we have stock of that item, it automatically allocates it. This is what we don't want to happen.

 

[PTina]

You're right. It still allocates the qtys even though they're not fulfilled.

Try setting Allocate By to None and see if that works.

 

[Luvsql]

Allocating by none will not allow you to allocate on an order at all. You have to allocate once it's in an invoice format.

 

[PTina]

I don't think that there are any more options that we can change for Orders that are applicable to what you want.

Have you considered doing a different document type such as a Quote instead of an Order?