Back Order reservation

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Hi,

Our company is looking to implement back orders with a custom reservation engine.

The issue we face is when we receive a load, items aren't automatically reserved to the back order . They become with the Inventory Status 'Available' which makes them available to be ordered by a new sales order (Available Physical) instead of being reserved automatically (Physical Reserved) to an existing Back Order. Do you have a way to accomplish that ?

Also, on top of that, we would like to develop our own reservation algorithm based on company priorities... We thought the reservation hierarchy could help at first but we realized quicky it can't. Any Idea here ?

Thank you a lot :)

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Guy Terry 28,924 Moderator on at

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There is no way (in standard) to trigger a reservation to a sales order upon PO receipt. It is possible to trigger auto-reservation by releasing sales orders to the warehouse; is that appropriate, or do you want to make the reservation without releasing the back order?

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Weaveriski 23,620 Moderator on at

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Why cant the reservation hierarchy help - because it relates to stock? If you are designing a customisaed reservation engine which incorporates back orders you need the on order reservation function to work with WHS and tehn ensure on receipt your custom reservation algorithm is called to appropriately reserve within the process and rules you have written.

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There is no way (in standard) to trigger a reservation to a sales order upon PO receipt. It is possible to trigger auto-reservation by releasing sales orders to the warehouse; is that appropriate, or do you want to make the reservation without releasing the back order?

We only trigger our automatic Release to Warehouse when inventory transactions are Physical Reserved. Then when it is released, the OOTB reservation hierarchy engine will decide which inventory location to reserve. So Back orders stay with the inventory transaction issue "On Order" and nothing can be done unless we do it manually.

I feel like we are not the first one who dont want the back order to be managed manually. So I supposed there is a way.

Why cant the reservation hierarchy help - because it relates to stock? If you are designing a customisaed reservation engine which incorporates back orders you need the on order reservation function to work with WHS and tehn ensure on receipt your custom reservation algorithm is called to appropriately reserve within the process and rules you have written.

I haven't found any OOTB way to make the on order to work upon receiving. Does it require a custom development to manage back order automatically ?

Thanks!

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Weaveriski 23,620 Moderator on at

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Yes several projects I have been involved in variations of customisations around back orders and the reservation process itself. All different to the unique requirements of each customer.

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Guy Terry 28,924 Moderator on at

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[quote user="Simon Tetreault"]

We only trigger our automatic Release to Warehouse when inventory transactions are Physical Reserved.

[/quote]

You can configure the automatic release to warehouse to make the reservation during the release. In this way, back orders would not need to be manually reserved.

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[quote user="GuyUK"]

You can configure the automatic release to warehouse to make the reservation during the release. In this way, back orders would not need to be manually reserved.

[/quote]

We release to warehouse every 15 minutes. By the time of 15 minutes, We're not garantee that we wont be receiving any order :(

Also if the delivery dates on the back order is due in the future, we dont want to release it now.

I guess there is a place in the code where the reservation is done during the PO receiving process since all SO marked on the PO gets reserved... Do you think putting some code there would be the better place to reserve the back order "On Order" ?

Thanks,

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Guy Terry 28,924 Moderator on at

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The 'Select' on the release job allows some flexibility in how it works. And if you're running it in batch you can string together several instances of the job with different 'selects'.

For example, you could have one which looks for sales orders with a ship date that is in the past and tries to release those. You could even use Sorting to ensure the sales orders which were created first get first chance of the stock (if that is appropriate). If there is no available stock, it will fail to release that order, which is no big deal. But if stock has been made available in the last 15 mins, it will succeed. Something like this:

You'll need this parameter ticked to make it work:

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[quote user="GuyUK"]

The 'Select' on the release job allows some flexibility in how it works. And if you're running it in batch you can string together several instances of the job with different 'selects'.

...

[/quote]

If a receive a PO and a SO within the time this batch run , will the SO reserve the available inventory ? Also, I need to apply a set of custom priority rules for reserving stock. For instance, I need to make sure some customers get inventory first. Plus I need in some case to restrict the number of inventory a customer can reserve because I don't want rare item to be bought be only one customer.

I will for sure need to add some custom code somewhere ...

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Guy Terry 28,924 Moderator on at

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Hi Simon,

[quote]

If a receive a PO and a SO within the time this batch run , will the SO reserve the available inventory ?

[/quote]

Yes, if the batch can find inventory (with the correct Site/Warehouse/Status etc.) which is not reserved, it can reserve it to the sales order.

[quote]

I need to make sure some customers get inventory first.

[/quote]

You can do that with a single Batch job with multiple batch tasks. Set the high priority customers on the first batch task; set subsequent batch tasks to run one after another using 'conditions':

[quote]

Plus I need in some case to restrict the number of inventory a customer can reserve because I don't want rare item to be bought be only one customer.

I will for sure need to add some custom code somewhere ...

[/quote]

Yes, for that you are in customisation territory!

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Community Member on at

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Thanks for your replies. I still need to figure out how I will be reserving our inventory based on custom rules. Some of your points will be helpful.

It would have been nice to have a batchable class that can reserves inventory based on rules defined in attachable classes such as wave templates.

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