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.
Allocation types are used to restrict customer orders according to the stock level of an inventory item.
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.
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.
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.
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.
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.
For each customer that will be restricted, assign allocation types. Set the Allocation Override flag to the desired setting.
The Allocation Override flag in program CMMM, Customer Master Maintenance, determines whether the customer is restricted or if a warning is displayed.
If the Allocation Override flag is set to off
for the customer, the customer can only order the quantity less than
or equal to the allocation amount when the item's on
hand quantity is less than its low stock allocation trigger level.
The
allocation amount is defined in program ICMM, Inventory Master Maintenance,
for Item Specific allocation types. The allocation amount is defined
in program ILSM, Customer Allocation Types, for Non-Item Specific
allocation types.
If the Allocation Override flag is set to on for the customer, the user entering the order will receive a warning when the customer orders a quantity greater than the allocation amount when the item's on hand inventory is less than the low stock allocation trigger level.
This feature will restrict sales in the following programs:
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.
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.
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.