Customer Item Pre-Allocation
- Megan Stanage (Unlicensed)
Global order promising > Setup > Pre-Allocations > Customer item pre-allocation
The Customer item pre-allocation form allows you to create, edit, and view demand with pre-allocations.
Note
You can filter to Show expired and/or Show future active pre-allocations.
Sustainability: Stabilize Inventory
Mitigate risk around urgent orders by keeping inventory on-hand instead of expediting to fulfill requests for customers.
See Sustainability with Supply Chain Cloud for more information.
Header Section
| FIELD | DESCRIPTION |
|---|---|
| Pre-allocation ID | Unique identifier for the pre-allocation. |
| Item number | Item number. |
| Effective | Start date for this pre-allocation. |
| Expiration | Expiration date for this pre-allocation. |
| Recurrence | Determines the length of the pre-allocation and when it resets. Example The pre-allocation could reset at the beginning of every month or every 15 days. |
| PRODUCT DIMENSIONS | |
| Configuration/Size/Color/Style | Specify product dimensions. |
| WAREHOUSE | |
| Site/Warehouse/Available physical | Specify warehouse dimensions. |
Customer Item Pre-Allocation Line Section
| FIELD | DESCRIPTION |
|---|---|
| Sequence number | Controls the sequence for processing pre-allocations. Use the Move up and Move down buttons to change the sequence. |
| Customer account | Customer account. |
| Customer allocation group ID | Unique identifier for the customer allocation group. |
| Pre-allocation quantity | The item quantity to set aside for the specified customer or customer allocation group. |
| Consumed pre-allocation quantity | The amount of the pre-allocated quantity that has been promised to specific orders. |
| Pre-allocation transactions | Click this button to open a filtered view displaying which order lines are using pre-allocated inventory. Select the Show past checkbox to view past pre-allocations.
Note This button is also available in the ribbon at the top of the form. |
| Marked quantity | The sum of the markings for the pre-allocation record that were dynamically marked. This information can help keep you from marking over the pre-allocated amount for the recurrence. Note This field is enabled if a budget is decremented as a result of dynamic marking. |
Recurrence
Click Recurrence to open a flyout window that allows you to configure the Recurrence field for the customer item pre-allocation record.
ATP Configurations
You can configure base D365 to include pre-allocation records in ATP calculations.
ATP Information
Accounts receivable > Setup > Accounts receivable parameters > Shipments tab > Delivery control FastTab
Turn on the Include pre-allocated qty toggle to include pre-allocation records in ATP calculations.
Sales order details > Product and supply tab > ATP Information
Navigate to the ATP Information page.
The Pre-allocated qty and Customer pre-allocated qty columns display any pre-allocations to help you provide customers with accurate delivery dates.
| FIELD | DESCRIPTION |
|---|---|
| Pre-allocated qty | Displays the sum of all unclaimed pre-allocated quantities for the item number and warehouse. |
| Customer pre-allocated qty | Displays the unclaimed pre-allocated inventory (on its own or part of a group) for the customer on the selected sales order. |
Delivery Date Control
Accounts receivable > Setup > Accounts receivable parameters > Shipments tab > Delivery control FastTab
Turn on the Include pre-allocated qty toggle to include pre-allocated inventory in ATP calculations.
For this to affect the delivery date, you must select ATP or ATP + Issue margin from the Delivery date control field.
Recalculate Delivery Date
Turn on the Recalculate date controls toggle to run the base D365 date recalculation if Order has updated the sourcing warehouse for that sales line.
This will recalculate the ATP delivery date when sourcing logic switches the warehouse for a sales line.
This can be enabled on both the batch job and manual action for source sales lines.
