MTS #6E.1 Allocation Options
- Purpose: To outline the inventory Allocation options in SMARTSystem.
- Keywords: The following is a list of key terms used in the SMARTSystem that you should be familiar with and understand.
Overview:
There are several Allocation Options available to help you achieve the goal stated in the definition above:
1. Create a Purchase Order from Pre-book sales detail items to fulfill the inventory requirements.
2. Add Pre-book sales detail items that need inventory to an existing Purchase Order.
3. Allocate Pre-book sales detail items that need inventory to a current PO line item on an existing PO
a. You can also choose to have the system automatically allocate all pre-book items that CAN be fulfilled by the items on an existing purchase order up to a specified number of days in the future.
i. All Automatic Allocations are done by matching product code ONLY.
ii. A match will occur only if:
1. the delivery date of the pre-book is after the Arrival date of the PO and
2. if there is sufficient quantity available to fulfill it and
3. all of the other child pre-book orders that need to be delivered before it are fulfilled.
4. Standing Order processing:
a. Child PO Standing Order(s) must exist and be in Order (OR) status, then
b. Pre-Book Sales Items can be Allocated to those child PO’s.
Rules:
a. Product codes are the key to automatic allocation. All Automatic Allocations are done by matching product code ONLY.
b. Only pre-book sales orders with a matching product code to a child PO can be allocated. This option matches by product code from Pre-book to PO, also
c. it will only match if the delivery date of the pre-book sales order is “After” the “Arrival date” of the PO and
d. if there is sufficient quantity to fulfill pre-book sales orders and
e. All of the other child pre-book sales orders with an earlier customer delivery date are fulfilled.
5. View Pre-Book Allocations program:
a. Manually Allocate product to individual Pre-Book items by specific POs
b. Substitute existing Allocated Pre-Book items for other products
c. You can Unallocate pre-book items from Purchase Order Detail to make incoming products available to other Pre-book sales order(s).