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Does anyone know if there is a way to require Sales Allocations in order to create a shipment but prevent the auto allocation during order entry?

I’ve tried utilizing the SO order type and enabling the “Require Stock Allocation” but that just makes it function like the SA order type which will allocate at entry time.

This is causing issues where production could receive in production orders creating inventory on hand for an item. Then a new order is entered and consumes the new inventory before the allocation process allocates to a back ordered line.

Hi @jcox43 

If you uncheck the Require Stock Allocation on the Order Type, that will ensure that the inventory is not automatically allocated at order entry time.  You could use Manage Sales Allocations to allocate the inventory ahead of shipment creation, where you could prioritize the backorders ahead of newer orders.

-Dana

Hello @jcox43  and @Dana Moffat 

We have struggled with the same thing on a couple of implementations. Even given Dana’s approach to allocating via Manage Sales Allocations (which is a great approach) is that when you create a shipment (either manually from the sales order, or from Process Orders/Create Shipments), since the order type is not requiring allocation, the shipment then will just grab any unallocated stock randomly. Clients who want to fully control allocations do not want shipments to randomly grab unallocated product, which to me is the reason for the Require Allocation function. We would love to see a way to turn off the auto-allocation during sales order entry but still require only allocated product to be added to shipments.

 

We have no visibility/documentation of what the various Order Plan Types and Shipment Plan Types are on the Template tab of Order Types. Perhaps there is a combination in those settings that would turn off auto-allocation during order line entry, but still require allocations for shipping?

 

-Greg

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