How to Automatically Adjust Shortages of Outstanding Sales Orders

How to automatically adjust shortages of outstanding sales order with recording of stock receipts

How to Automatically Adjust Shortages of Outstanding Sales Orders

We can configure Sage X3 to allocate new stock against sales orders with shortages automatically.

Prerequisites:

  1. Parameter values (ADPVAL)
  • Chapter “STO” Group “MIS” Parameter GENSHT (Generate shortages) set to Yes.
  • Chapter “VEN” Group “SAL” Parameter INIALLORD (Init qty to allocate to order) set to Yes.
  1. Customer setup should allow Partial Delivery so that it can automatically generate shortages if there is insufficient stock.

Setup:

  1. Stock parameters (GESSTE)
  2. Create a new / Verify Stock parameter for the stock site.
  3. Check Auto process shortages under the Backorders Tab.
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Workflow steps:

  • Enter Sales order (GESSOH)
  • Site “AU012”, Product “BMS007”, Quantity 20 – Verify you have stock shortages (14 in my case)
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  • Enter Purchase Receipt (GESPTH2).
  • Site “AU012”, Product “BMS007”, Quantity 50.
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Confirm that stock is allocated to outstanding sales orders when saving the receipt by verifying the allocation log file
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  • Verify Sales order (GESSOH)
  • Stock is automatically allocated.
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