In order to make sure effective stock allocation and order fulfillment, integrating inventory management with sales order processing in Sage X3 is necessary for automating the adjustment of shortages in outstanding sales orders. In order to manage supply shortages more efficiently overall, you can eliminate errors, cut down on manual intervention, and set up automated systems.

Benefits of Automation:

• Efficiency: Automation streamlines the process of adjusting shortages and reduces the need for manual intervention, saving time and resources.
• Accuracy: Automated processes help minimize errors associated with manual data entry and allocation, ensuring accurate stock allocation to sales orders.
• Improved Customer Service: By automatically fulfilling sales orders with available stock, you can enhance customer satisfaction by meeting delivery commitments and reducing order fulfillment lead times.

Key Features:

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.
2. Customer setup should allow Partial Delivery so that it can automatically generate shortages if there is insufficient stock.

Setup :
Navigate to : Setup -> Stock -> Stock Parameters

Check ‘Autoprocess shortages’ under Backorders Tab in Stock Parameter for any site.

Fig. 1 – Setup for Stock Parameters

Create Sales order (GESSOH)-

Fig. 2 – Create sales order with Stock shortage

1. Create Purchase Receipt(GESPTH2) –

Fig. 3 – Create Purchase receipt for the Product

Verify allocation log file to confirm stock is getting allocated against outstanding sales order when you save the stock receipt 

Fig. 4– log file

Verify Sales order (GESSOH) Stock is automatically allocated.

Fig. 5– Stock allocation

The essential component to streamlining inventory control and order fulfillment procedures is automating the correction of shortages in outstanding sales orders with the recording of stock receipts in Sage X3. Businesses can better manage stock shortages and fulfill sales orders by utilizing the automation features in Sage X3. This will increase efficiency, accuracy, and satisfaction with clients.