In a normal business scenario, sales orders play an important role as it is a key part of any business process. A Sales order (SO) is a commercial document generated by the seller specifying the details about the product or services ordered by the customer. Along with the product and service details, the sales order consists of price, quantity, terms, and conditions etc.
Sales orders are a critical element of the whole Sales cycle and distribution cycle.
Sales orders are also called Customer orders and it is used to control the selling of products and services to external customers. Sales orders can be an essential part of enterprise resource planning system orders.
Companies use Sales orders for several reasons. Sales orders allow buyers to clearly and explicitly communicate their intentions to sellers. They may also help a sales agent to manage incoming orders and pending orders. Sellers are also protected by POs in case of a buyer’s refusal to pay for goods or services.
So the Sales process involves Sales order followed by shipment and then invoice. So all the above processes which we discussed are an integral part of the Sales cycle and without any of them the cycle may not be able to complete depending on the circumstances.
In some business scenarios, there might be a situation where we want to manage allocated quantities on the orders. If shipment is created from an order then all the quantity allocation is passed from order to shipment and if the user deletes the same shipment then the allocated quantity can be returned to order.
However in Sage X3 we have one parameter in the Sales module with the help of which we can control the quantity allocation on order in case of shipment deletion or modification.
So in this blog we will show you the process which can help you to control order quantity allocation on delivery modification or deletion.
Steps to follow :
First we need to navigate to All -> Setup -> General Parameters and open the ‘SAL’ group (i.e. Order allocation rules) of the ‘Sales’ chapter. Kindly refer below screenshot for the same.
After opening the ‘SAL’ group of ‘Sales’ chapter, just change parameter RSTALLORD (i.e., Reinstate order allocations) from ‘Yes’ to ‘No’. Kindly refer below screenshot for the same.
So, this parameter can be set to either folder wise or legislation wise or company wise or site wise whichever way is preferred we can set the same.
The parameter has only three values ‘Yes’, ‘No’ and ‘No request’ and below is the use of the same.
No:- If a delivery is deleted or modified there is no re-allocation in the order of the original allocated quantities.
Yes:- If a delivery is deleted or modified, the system automatically re-allocates the quantities that were originally allocated on the order.
On demand: – If a delivery is deleted or modified, the system asks the operator if the quantities that were originally allocated on the order must be re-allocated.
By the help of the above blog, we can manage order allocation on shipment deletion or modification.