Sales Restrictions by Low Stock Allocation

See Also Programs

Customers and items can be set up so that when an item has a low on hand quantity, customers are restricted to ordering only a certain quantity or less of the item. This is set up using allocation types.

Sales restrictions for low stock items can be set up in two ways. When an item reaches its low stock allocation trigger level entered in program ICMM, Inventory Master Maintenance, and customers that have been assigned allocation types order the item, they are restricted in the quantity that can be ordered. This quantity can is determined by allocation type or by item, according to the allocation type that is assigned to the customer.

Sales Restriction by Allocation Type - Non-Item Specific Allocation Types

The quantity entered in allocation type record in program ILSM, Customer Allocation Types, determines the quantity of the item that can be ordered when it reaches its low stock allocation trigger. The Item Specific flag in program ILSM, Customer Allocation Types, must be set to off for the allocation type.

Sales Restriction by Item - Item Specific Allocation Types

The quantity entered in the Alloc Qty field in program ICMM, Inventory Master Maintenance, determines the quantity of the item that can be ordered when it reaches its low stock allocation trigger. The Item Specific flag in program ILSM, Customer Allocation Types, must be set to on for the allocation type.

Some set up must be completed before this feature will work.

ICMM, Inventory Master Maintenance

For each item that you want restricted at low stock levels, enter the low allocation stock quantity in the Trigger Level field. When the item's on hand quantity reaches this amount or less, sales will be restricted to customers assigned to allocation types.

If you are using the Sales Restriction by Item feature, enter the quantity that can be ordered when the item reaches its low stock allocation trigger. This quantity will only be used for Item Specific allocation types.

ILSM, Customer Allocation Types

Enter allocation types. Allocation types can be either Item Specific or Non-Item Specific. Item Specific allocation types have the Item Specific flag set to on. Non-Item Specific allocation types have the Item Specific flag set to off.

For Non-Item Specific allocation types, the allocation amount entered in this program is the quantity that customers can order for items with on hand quantities less than their trigger levels.

For Item Specific allocation types, the allocation amount entered in program ICMM, Inventory Master Maintenance, for the item is the quantity that customers can order for items with on hand quantities less than their trigger levels. The allocation quantity in this program should be 0.

You can assign customers to allocation types in this program.

CMMM, Customer Master Maintenance, Attributes Tab

For each customer that will be restricted, assign allocation types. Set the Allocation Override flag to the desired setting.

This feature will restrict sales in the following programs:

OQEM, Sales Order Quotation Entry/Maintenance
OEOE, Sales Order Entry Maintenance

OECO, Sales Order Copy

Customers are restricted from ordering more than the allocation amount for items that have an on hand quantity less than their trigger level. Allocation Override flag works as described above.

ARIE, One Step Invoice Entry

A warning will be displayed when an invoice is entered for a customer assigned an allocation type and an item with an on hand quantity less than its trigger level.

EDIM, EDI 850 Transaction Handler

Order creation is prevented if a customer orders more than the allocation amount for items that have an on hand quantity less than their trigger level. If the customer has the Allocation Override flag set to on, the order will be created but a warning message will be written.