Automatic Future Order Allocate

Menu Path: Warehouse Management $Images\bluerarw.gif$ Allocations $Images\bluerarw.gif$ Automatic Future Order Allocate

Purpose

Automatically release future orders.

Overview

Use Automatic Future Order Allocate to automatically release future orders for a specific shipping location or all shipping locations. You can also release all order types, sales orders only, or transfer orders only. Automatic Future Order Allocate checks for order lines with a future quantity and attempts to allocate inventory to them if the sales order’s required date is within the number of business days entered in the Allocate X Business Days before Required Date field on the Warehouse tab in Product Location Maintenance. For information on setting up business days, see Business Calendar Day Maintenance.

If the sales order’s required date is within the number of business days, the product is removed from future inventory.

Example 7 is entered in the Allocate X Business Days Before Required Date field. An order’s required date is Thursday, 5/13 and today’s date is Tuesday, 5/4. Saturday, 5/8 and Sunday, 5/9 have been marked as non-business days. Therefore, the required date is within seven business days of today (Wednesday, 5/5, Thursday, 5/6, Friday, 5/7, Monday, 5/10, Tuesday, 5/11, Wednesday, 5/12, and Thursday, 5/13), so the program attempts to allocate the product for the order. If the required date was Friday, 05/14, it would stay in the future bucket until this program is run on Wednesday, 05/05.

After products are removed from future buckets, the program acts like a backorder release in that it will check each product’s product-location backorder release priority and attempt to allocate the product.

If sufficient inventory is available, products are allocated.

If there is insufficient inventory, products cannot be allocated, and go on backorder. The products will need to be released either manually or automatically in Product Backorder Allocate, Customer Backorder Allocate, or Automatic Backorder Allocate.

If the Hold Inventory for Backorders check box is selected for a product/location on the Warehouse tab in Product Location Maintenance, this program calculates quantity available using the following formula:

Quantity Available = Quantity On Hand - Quantity Pending + Quantity Future - Quantity Not Available + Quantity Raw Allocated

If the Hold Inventory for Backorders check box is cleared for a product/location on the Warehouse tab in Product Location Maintenance, this program calculates quantity available using the following formula:

Quantity Available = Quantity On Hand - Quantity Allocated - Quantity Not Available + Quantity Raw Allocated

These quantities are displayed in Inventory Matrix Inquiry.

Note Allocation may not occur or allocated quantities may be rounded down based on the allocation product minimum and multiple values and the selected Allocation Qty Min/Mult Automatic option in Customer Service Control Maintenance.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Automatic Future Order Allocate window.
OK	Click this button to automatically allocate future orders for the selected criteria.

Main Tab Fields and Buttons

Field or Button	Description
All	Select this check box to allocate for all shipping locations. This check box is selected by default.
Location Prefix	Enter a shipping location prefix for which to allocate future orders, or click the Lookup button to select a shipping location prefix. For more information on shipping locations, see Sales Location / Shipping Location. This field is only enabled if you clear the All check box.
Location Name	Enter a shipping location name for which to allocate future orders, or click the Lookup button to select a shipping location name. For more information on shipping locations, see Sales Location / Shipping Location. This field is only enabled if you clear the All check box.
Orders to Release	Select whether to allocate for all orders, sales orders only, or transfer orders only.

Print Options Tab Fields and Buttons

Field or Button	Description
Process	Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.