This procedure is to reallocate reserved inventory from an order to another. The system is set up to allocate inventory as a 'first-come, first-served' methodology. If it turns out that there needs to be a reallocation based on need/timing, the following process should happen. Following this procedure will assist in tracking where the inventory is going and AND prevent reallocation of inventory on an order where the delivery has been postponed.
The first step: Inventory allocation removal item(s) on a sales order(s).
Address: OEES
Menu: Sales>Entry>Shipping Feedback
Bookmark: OEES – Order Shipping
Click <QUICK SHIP>
Enter the order #
Click <DETAIL>
Click the check box next to the line item(s) to Zero out the quantity shipped.
If all lines are to be Zero, click the top Check Box. CAUTION: Checking the top Heading Line item box will check all items even if multiple pages of items exist. Items can be checked or unchecked individually.
Click <Set Qty Ship to Zero>
If just a few items were selected, the list of items set to Zero will appear.
Leave the Back Order boxes checked. A back order will not result since this activity is not Shipping the order.
Click the <Left arrow> in the upper LH corner.
Suspending the order
Suspending the order prevents future inventory allocation of the items set to Zero Quantity Shipped.
Address: OEET
Menu: Sales>Entry>Order
Book Mark: OEET – Order Entry
Click <MAINTAIN>
Enter the Order #
Click <NEXT> twice
Click <SUSPEND>
Suspend Order window appears:
Check <Suspend>
Uncheck <Print Pick Ticket>
Click <OK>
Unsuspending the order - do this before receiving inventory into the system
Once the inventory arrived to fill this order, maintaining the order is the only thing that has to happen to Unsuspend the order. It is advised the order is Unsuspended BEOFRE receiving the material into the system.
Address: OEET
Menu: Sales>Entry>Order
BookMark: OEET – Order Entry
Click <MAINTAIN>
Enter the order number to Unsuspend
Click <NEXT> twice
Click <FINISH>
Inventory allocation after unsuspending the order
The following steps are not necessary if the order was unsuspended BEFORE the inventory was received. **Skip to the last page for printing instructions.
If the inventory became part of stock due to a stock adjustment, then manual allocation can proceed.
The backorder fill function will complete this task if the order was unsuspended BEFORE the inventory was received.
The Backorder Fill function runs after each Purchase Order or Warehouse Transfer receipt and Final Update. Back Order Fill reviews all orders in need of inventory and compares it against the current Available Inventory. If there is available inventory, this Back Order Fill will fill the orders or warehouse transfers waiting for the inventory. Inventory is allocated based on the timing of the order entry. First entered is the first to get allocation.
Inventory can be manually allocated by using the Shipping Feedback (OEES) function.
To manually allocate inventory if the order was not unsuspended before PO/WT receipt…
Address: OEES
Menu: Sales>Entry> Shipping Feedback
Bookmark: OEES – Order Shipping
Click <Quick Ship>
Enter the Order #
Click <Detail>
Click the line item(s) check box to Re-Reserve Available inventories
Click <Re-Reserve>
Click the <Left Arrow>
Print ticket
Address: OEET
Menu: Sales>Entry>Order
Bookmark: OEET – Order Entry
Click <Print>
Order #: Order to be printed
Print Options:
Delivery: Packing List
Will Call: Counter Invoice
Print Type: Print
Printer Name: you branch printer
Click <SUBMIT>
