Sales > Allocations > Automatic allocations > Automatic Allocations - Implementation
Automatic Allocations - Implementation
Prerequisite
General parameters
The following general parameters may change the way the function is working :
Inventory
GENSHT (defined at level Site) : Generate shortages
Common Data
OSTCTL (defined at level Company) : Cus. author. credit ctrl level
OSTDRAFT (defined at level Company) : Customer credit notes P/R amt.
Sales
LOKORD (defined at level Site) : Order blocked if no prepayment
OSTLND (defined at level Company) : Loan in order total
OSTORD (defined at level Company) : On order in order total
SCDTUNL (defined at level User) : Authorization to unlock order
SOHAPPALL (defined at level Company) : Allocation on unsigned order
SOHAPPORD (defined at level Company) : Product WIP on unsig. order
USERERBPC (defined at level Site) : Consumption of cust. reserv.
Authorizations
An authorization can be granted for this function to limit the processes to a company or a site.
Miscellaneous prerequisites
In order to be taken into account in an automatic allocation process, an order must meet certain conditions:
It should impact one or more products managed in stock and have the "Firm” status.
Its Credit status flag should have the OK. value. In effect, the values Blocked or Authorized Credit prevent any automatic allocation process.
The prepayments must be paid.
It must not be closed.
It must not be managed as a back-to-back order.
It must be Totally signed when the approval circuit is managed and the value of the SOHAPPALL - Unsigned orders allocation parameter is: No.
However, if the value of the parameter is Yes but the WIP generation for the products managed in stock is prohibited for unsigned orders (value of the SOHAPPORD parameter set to No), the order will not be taken into account either.