Rules for Order Management

1. Order lines will not display in OM30 for the following reasons:
   • The Order line is on an Order that is attached to a Dedicated PO.
   • The Order line contains Products that are set up to 'Commit at Order Entry' (in Maintain Inventory Master (IM13)).
   • The Order line is on an Order that open in Enter Orders/Quotes (OE30).
   • The Order line contains a Product with a TAT code that does not update On Hand quantities. TAT codes are maintained in Maintain TAT Codes (IN02).
   • The Order line has a Shipping Document number and no back orders.
   • The Order line has a negative Order quantity.
   • Order lines for Assembled Sets only display in OM30 when the 'Allocate from Components' check box is selected on the General Settings folder in Company Control Initialization (CC00/OE/Order Management Parameters).

2. Quotes do not display in OM30.

3. Dedicated Purchase Orders are not included for allocation in OM30. If you want to work with a Sales Order that is dedicated to a PO or with a dedicated PO itself, you must do one of the following:
   • If you delete the dedicated Purchase Order, the Sales Order will display in OM30 and is allocated as a normal SO.

   • If you delete a Sales Order that is attached to a dedicated PO, the PO becomes available for stock guarantees in OM30.

   • If you increase the quantity of a Dedicated PO, it cannot be used to guarantee stock against other Orders. Once the PO is received and the original Sales Order is filled then you can guarantee the remaining stock to other Sales Orders.

4. There are a number of situations in which Sales Orders cannot be allocated:
   • The Sales Order must be a valid order number (i.e. must be in the Open Order file).

   • Direct Bills, Credit Notes and Quotes cannot be allocated.

   • Sales Orders that are scheduled and/or printed cannot be allocated. (You must recall the Sales Order from the Warehouse and reset the status in Recall Scheduled Orders (OE67) if you want to re-allocate the Order.)

   • Sales Orders from a different Warehouse than the current Warehouse cannot be allocated. You must change to the Warehouse associated with the Sales Order before you can allocate stock to that Order.

   • If the Sales Order is currently open in OE30, it cannot be allocated.

5. Allocation of stock does NOT mean that the stock is Guaranteed for the Sales Order. Stock Allocation is based on Order Priority, Required date and Order date. If stock is not Guaranteed to a Sales Order, Sales Orders with higher Priorities will take precedent in the next allocation run. When you Guarantee stock to a Sales Order, the following rules apply:
   • You can Guarantee stock to the Sales Orders that were automatically matched to stock, Purchase Orders (PO40/60), In-transits (PO60/63) or Branch Transfers (IC55/56) or you can Guarantee stock to lower priority orders.

   • To Guarantee stock to an order line, double click on a Sales Order line. From the 'Guarantee From' drop down list, select the source that you would like to Guarantee stock from.

   • More than one Purchase Order, In-Transit or Warehouse Transfer may be Guaranteed to a Sales Order.

   • You can guarantee stock to Future Orders but the Order is not released until the SO Required date is reached.

   • You cannot guarantee more stock to a Sales Order than there is On Hand or than the quantity entered on a PO, In-Transit or Warehouse Transfer.

   • If you try to Guarantee stock to an Order where the Last Ship Date is in the past, a message displays warning of this event, but you may still Guarantee the stock.

   • The Schedule/Print Orders (OM33) will not print the Order automatically even though the Order line is guaranteed. You can release the Order using the 'Sales Order' option in OM33/Selection Criteria.

6. The following list defines the rules that apply to guaranteeing an Order line:
   • The Guaranteed Qty cannot be greater than the Unallocated Quantity for the selected source (Guarantee From).

   • You cannot guarantee a second quantity from the same source. For example, if you have an Order for a Product that has a quantity of 6 ordered and you guarantee 3 from stock, OM30 will display a second line (after you click the Re-allocation button) for the same line number. If you try to make a Guarantee to the second line from stock, a message displays informing you that this action is not possible. You must select the line on which the original Guarantee was made and modify that line.

   • Back Orders from an Order that is scheduled and printed are displayed in OM30 and can have units guaranteed to them but the Back Orders will not be scheduled until the previous Order is invoiced.

   • If the quantity being Guaranteed is less than the Split Quantity defined in IM13 for the Product, the following message displays: "Qty is less than Split Qty (#). Continue? Yes/No". Select Yes to accept the value entered or select No to cancel the selection.

   • If a line on a Sales Order is being edited, a message displays warning you of this occurrence. Enterprise allows you to allocate the Product, but we recommend you wait until the edit to the Order is complete before the allocation because you may be guarantee more stock than is required. For example, the Order is originally for 15 units of stock and you guarantee all 15 units, however the Order is changed to 6 units. Once the 15 units are guaranteed, you cannot guarantee these units to any other Orders until the guarantee is removed from the original Order.

   • If a product is flagged as 'Commit at Order Entry' in IM13, the following message displays when you try to select this Product in OM30: "Product (Product Code) is set to Commit at Order Entry in IM13 (Maintain Product Master). You cannot Guarantee Order Lines that are flagged to Commit at Order Entry. Only Order Lines that have been changed to Commit at Invoice Entry in OE30 will be displays. OK". Products that are flagged as 'Commit at Order Entry' are not displayed in OM30. If the flag is changed in OE30 to 'Commit at Invoice Entry', then the Sales Order Line displays in OM30 and can be allocated.

   • Model headers cannot be Guaranteed. Only the Components of a Model can be Guaranteed.

   • Components of Assembled Sets can not be Guaranteed. Only the Set header may be Guaranteed.

7. Assembled Sets are treated in a unique manner within Order Management. The following list provides important notes for Assembled Sets in OM30:
   • Components will only be allocated if the 'Allocate From Components' flag in CC00/OE/Order Management->Parameters->General Folder is selected and there is insufficient Purchase Orders and stock to fill the Assembled Set from the header.

   • Allocation for Assembled Set starts at the header level allocating from On Time POs followed by in stock and then Late POs at the header level first. If there is insufficient stock to fill the Assembled Set from the header then the Components will be allocated from On Time POs followed by in stock and then Late POs to complete the Set.

   • You cannot Guarantee stock to the Components of an Assembled Set.

   • The Comp Alloc column displays the number of sets from Components that have been allocated from stock or POs. If Components are being allocated from stock or On Time POs, they are displayed as On Time. If Components are being allocated from Late POs they are displayed as Late.

   • OM30 will only allocate from Components if all the Components are available for shipment whether they are coming from stock or from POs. If there is any Component that cannot be used to fill the Order (no stock or PO) then the balance of the Assembled Set is put on Back Order at the header level. If this is the situation, the Components of the Set are not displayed in OM30.

   • If ordering from the Supplier at the Set Header level, the expectation is that you are intending to ship from the Set Header; this is why OM allocates to Purchase Orders and stock for the Set Header before going to components. OM is preserving the components for Sales Orders for the individual components only.

   • In CC00, if the 'Ship from Components' flag is OFF, then OM30 only ever allocates from the pre-pack (Set Header) level. If the flag is ON, then the system will try to allocate from pre-pack first and then from components but it does not mean only ship from components.