You use this program to allocate stock to selected scheduled orders.
A scheduled order is a customer order that is processed for a specific date in future, or where the customer has requested different delivery dates for the items on the sales order.
The program can be run at any time.
| Field | Description |
|---|---|
| Start processing | Select this to reschedule the order allocations
according to your selection. Stock is allocated to the selected scheduled orders falling within the prescribed time period, providing there is sufficient stock. Stock is not allocated when there is insufficient stock and stock is not allowed to go negative (Inventory Setup - General tab). Stock is allocated (when sufficient quantity is available) if the difference between the document date and the entered ship date does not exceed the number of days entered at the Number of days within which scheduled orders will be allocated field (Sales Order Setup - General 1 tab). For example: You create an order on 1st October for delivery on 4th October. If you set the Number of days within which scheduled orders will be allocated to 15, then: Ship date less Document date = 4 - 1 = 3 which is less than 15, therefore the order is allocated immediately. If you set the Number of days within which scheduled orders will be allocated field to 2, then: Ship date less Document date = 4 - 1 = 3 which is NOT less than 2, therefore the order is NOT allocated immediately. |
| Select this to print the information currently displayed in the Report output pane. | |
| Save Form Values | This option is only enabled in Design mode (see Automation Design). Your selections are saved and applied when the program is run in automated mode. |
| Field | Description |
|---|---|
| Customers | |
| Customer selection | Indicate the customer(s) for whom you want to allocate stock to scheduled orders. |
| Sales orders | |
| Sales order selection | Indicate the sales order number(s) of the scheduled orders to which you want to allocate stock. |
| Order entry dates | |
| Order entry date selection | Indicate the order entry date according to which you want to select scheduled orders for allocation. |
| After processing completed | These options are displayed within programs that can be automated. They enable you to indicate the action you want to perform once processing is complete (see Automation Design). |
The results of the processing function you selected are displayed in this pane once processing is complete (unless you enabled the option to close the application from the After processing completed section). You use this section to print or email this information.
-
Scheduled orders are processed using the Sales Order Entry program. A line ship date is attached to each merchandise line.
Stock is allocated only once the Scheduled Order Allocation program is run and the time period within which scheduled orders must be allocated is reached.
The cut-off date is determined by your entry at the option: Number of days within which scheduled orders will be allocated (Sales Order Setup - General 1 tab).
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
-
in the main SYSPRO menu
-
in any program with panes, if not using roles
-
when adding a role layout in Design Mode.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
-
Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
-
Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
-
Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
-
Select the Close icon in the right-hand corner of the application help pane.
-
Confirm that you want to delete the pane.