Automatically create and confirm sales order allocations (Firm allocation)

Related topics

Prerequisites
The Firm allocation flag for the applicable customer and sales order type must be set to YES (see Setting up the sales order allocation functionality).

Select the Work with sales orders menu item.
On Work with sales orders, Header view click Add to create a new sales order.
You access Work with sales orders, create new. Enter the Customer number and Sales order type that have been flagged for Firm allocation. Refer to the Panel help for information about the remaining fields. Click OK.
You access Work with sales order, Order lines. If you click the Header function key at this time, then the Firm alloc flag, on Order header panel, will automatically be set to YES. Enter the order line details and click OK to update.
Select the Work with sales order allocation menu item. You can see that the allocation number has automatically been assigned to the item.

If you check the Time axis enquiry, Inventory panel (after entering Item, Unit and Warehouse fields and clicking OK), then you can see that the quantity of item entered on Order lines panel has been reserved.

If you click the Order lines function key, then the Time axis enquiry/Inventory panel is displayed showing the A column with a checkmark for the created order. It means that the order is placed on allocation.

Click Details.

You access Work with sales order allocation, All lines. You can see that the Cnf (Confirmed) column has automatically been updated with a checkmark for the order under consideration.

From the above steps, it is clear that if the initial setup conditions are met, then the allocation process is automated and you do not have to manually create a sales order proposal or confirm.