Supply chain | Supply Chain Management, Commerce

Automatic Inventory quantity allocation to Sales orders in cross-docking under-delivery

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Posted on by AS-25100807-0

Hi All,

I am executing the cross-docking process in D365 with under-delivery scenario where I have two sales orders against which I am receiving less inventory than the ordered quantity in PO. The system automatically allocates the less quantity to the second sales order. It seems that system is allocating the inventory on FIFO based principle. But the client requires that they want to decide themselves that how much inventory should be allocated to which customer or customer group. How can I achieve this?

Regards,

Alveena Saleem

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Laurens vd Tang 3,879 Super User 2025 Season 2 on at

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Good day,

Is it one purchase order for two sales orders?

Best regards,

Laurens van der Tang

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AS-25100807-0 14 on at

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Yes, one purchase order against which two sales orders are marked. For example, SO-001 with 10.5 quantity and SO-002 with 4.5 quantity while PO contains 15 Quantity in total. I received only 12 during purchase receiving. SO-001 was left as it is while SO-002 was allocated with only 1.5 Quantity. But customer does not want such automatic allocation. They want to decide it by themselves and use Grouping or priority policy to select and distribute the QTY on sales order. How to can we achieve this requirement?

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Vahid Ghafarpour 12,090 Super User 2025 Season 2 on at

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To achieve the client's requirement of manually deciding how much inventory should be allocated to which customer or customer group during the cross-docking process in Dynamics 365, you can use the Inventory Visibility allocation feature

https://learn.microsoft.com/en-us/dynamics365/supply-chain/inventory/inventory-visibility-allocation

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Jonas "Jones" Melgaard 4,926 Most Valuable Professional on at

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I worked for a company with similar allocation rules. We developed a customization to address it, granted it was for AX2012, this issue still exists in D365 F&O.
They were in the food industry, dealing with products with a short shelf life, where production output could vary due to quality issues or ruined batches.

It was crucial for them to ensure that all customers received some product.

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