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Batch Allocation

Posted: 10 Aug 2011, 11:41
by Warby
Hi, First time poster so go easy on me!

We are using Sage 50 14.01.27.247. All our Sales orders are input from our website and generally we have half the items in stock and the half shortfalled from multiple manufactures.

After all inward goods are booked in for the day and GRN generated we then Search on all Sales orders and filter by Order dates greater than 1/10/2010. This is to reduce the time the allocation takes. We then use these filtered results and Click allocate. The problem is the allocation doesn't seem to work in any order so the oldest orders don't get allocated first if there is an item on more than one Sales order.

Is there a better way to batch allocate? I have had look through the helps and the books we have but I cannot find any references to batch allocations.

Any Ideas greatly appreciated!!

Mark

Re: Batch Allocation

Posted: 10 Aug 2011, 13:02
by brucedenney
Your allocation requirements might be a bit more complex than simply the "oldest" first, you might want to allocate stock to "all the orders we can complete" first and then oldest first where we can't complete orders or only orders where we can complete the whole order. This way you can minimise the number of part shipments.

I could write an addon for you to do it, perhaps you might like one to import the orders and generate orders to suppliers for the shortfall as well?

Re: Batch Allocation

Posted: 10 Aug 2011, 17:57
by Warby
Hi Bruce, Thanks for your reply.

we often do exactly that but we have too many orders in a day to process each manually. If changes need to be made it will be after the allocation has happened which needs to happen oldest first to ensure customers aren't waiting longer than necessary. We have a mix of large orders and small so we aim to turn around the smallest orders as quickly as possible with the least amount of input. we also suffer from a lot of delays from our supplies which usually keeps multiple orders from being fully allocated. again the simplest way to deal with this is the oldest order is of higher priority.

If an allocation is ran on all orders is there a priority that sage uses?

Again thanks for any input!

Mark

Re: Batch Allocation

Posted: 11 Aug 2011, 08:31
by brucedenney
The order in which Sage allocates can not be changed.

The way to do this would be to have an external application, it would apply the logic you want to allocate stock to orders in the way you describe, and apply it to those orders in sage.