As soon as the Inventory is available and received on the PO, the linked SO will be Automatically Allocated.
The Sales Order linked to an MO will automatically create and pick Waves on the production of the manufacturing Order.
An alert can be sent via internal notification/email or both to notify regarding the auto-allocation of the Order.
This will automate the processing of the linked Sales Orders.
To accomplish this, the following Configs are added to the Purchase Order tab.
- Auto Allocate linked Sales Orders when stock is received
- Send email notifications when PO linked Sales Orders are auto-Waved/Allocated
- Linked SO & MO Stock Availability Notification Type
- Linked SO Stock Availability Notification – Additional Emails
- Linked MO Stock Availability Notification – Additional Emails
Linked Manufacturing Order related App Config settings under the MO tab
- Auto allocate linked sales orders when linked MO is produced
- Send email notifications when MO linked sales orders are auto-waved
How does it work?
Let’s understand how these App Configs are going to work.
- Auto Allocate linked Sales Orders when stock is received
If this setting is on then the system will automatically Allocate the Sales Order(s) linked to the Purchase Order being received by creating Pick Waves.
You can specify the Wave Allocation type
- Do not wave, The Order will not be auto-allocated
- Full order(s) only, (Which means the order will wait to allocate until the complete order is available in stock.)
- Full qty line(s) only,
- Allocate what(s) is available.
When this App Config contains any value, the system will automatically create a Wave for the linked Sales Orders of PO or MO based on App Config value.
- Send email notifications when PO linked Sales Orders are auto-Waved/Allocated
If this setting is enabled, the system will notify the Sales Rep or Customer, or both (based on the selection) when the linked PO is received and the Sales Order is automatically Waved for Picking.
This app config contains 4 values:
- Do not send,
- Customer,
- Sales Rep, and
- Customer & Sales Rep.
If this config contains any values, then the email notification will be sent to the customer or sales rep based on the app config value. It will only work if the wave has been created for linked SO’s and the above config contains any value.
This feature will work when PO received/ MO is produced, then the wave will be created for linked SO’s.
- Linked SO & MO Stock Availability Notification Type
If this setting is enabled, the system will send internal or email notifications to the Sales Rep assigned to the Sales Order or additional emails provided in the App Config Types = Internal Notification (Sales Rep), Email (Sales Rep), Email (Additional Emails).
In this app configuration now the user can select which notification type he wants to use (Internal/ Email)
If an email notification is selected in this app config, the email notification (item availability notification) will be sent to the email mentioned in the app config.
- Linked SO Stock Availability Notification – Additional Emails
If this setting is enabled, then the system will send additional email notifications to the email addresses specified in the App Config when a PO linked to SO is received.
For SO: “Send PO receiving notification for linked sales orders to the following emails” under the purchase tab.
- Linked MO Stock Availability Notification – Additional Emails
If this setting is enabled, then the system will send additional email notifications to the email addresses specified in the App Config when raw materials PO linked to MO are received.
For MO: “Send MO receiving notification for linked sales orders to the following emails” under the purchase tab
- Auto allocate linked sales orders when linked MO is produced
If this setting is on then the system will automatically allocate the sales order(s) linked to the manufacturing order being produced by auto-creating pick waves.
You can specify the Wave Allocation type
- Do not wave, The Order will not be auto-allocated
- Full order(s) only, (Which means the order will wait to allocate until the complete order is available in stock.)
- Full qty line(s) only,
- Allocate what(s) is available.
- Send email notifications when MO linked sales orders are auto-waved
If this setting is enabled, the system will notify the sales rep or customer, or both (based on the selection) when the linked MO is produced and the sales order is automatically waved for picking.
This app config contains 4 values:
- Do not send,
- Customer,
- Sales Rep, and
- Customer & Sales Rep.
Along with this, a new Email Template for this has been created with the Entity Name: Wave Allocation.
This template will be used in the notification Email when the Order is automatically Allocated on Receiving the inked PO.
