Ideas for SalesPad Desktop

**HOT TOPIC AT PANELS 2017** - LINKED PO's/ MO's Failed Allocation

This came up several times at Panels.  When a sales document has MO's or PO's linked to it and the receipt is posted, if the sales document happens to be locked at that time, the allocation will fail and the inventory is then released into general inventory and can be allocated to another order or never allocate (if no other backorders exist for that product).  This causes some backorders to remain unprocessed until someone happens to catch that the allocation failed and they would need to either break the link and allocate manually or if the inventory happened to be allocated to a different order, they would have to unallocated from that order and re-allocate to the correct order.  For those of us who have Auto Agent running that checks batches throughout the day, documents are often locked while the rule check is performed and causes allocations to fail.  SP should not allow that inventory to be released in the event of a failed allocation attempt and instead should continue to reserve that linked inventory and continue to re-attempt allocation until it is successful.  One possible option is to develop a script that if inventory that is linked to a specific sales document is attempting to allocate to an order that does not match the linked order number, it should NOT allocate and move on to the next order.  Eventually, it will get back to the original order and re-attempt allocation and eventually that document will not be locked at the time that the allocation attempt is made.  

  • Christian Mannino
  • Aug 11 2017
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    Jacob Pegg commented
    August 16, 2017 17:10

    Christian,

    Thanks for submitting this.  I know this came up in multiple sessions at PANELS and I've spent the past couple of days doing some research on our options.  The biggest issue here is that we (SalesPad) doesn't control the posting of the receipt/MO and the allocation/inventory management of the items on the linked sales document is a process that happens during posting.  Part of my research was to try receiving a PO linked to a sales order all within GP.  I had the sales order opened within GP and created/posted the shipment within GP as well.  As a result of that posting, if you look at the back-ordered/Items received report, there will be a message stating that the sales document was in use and could not be updated and that the user should perform sales reconcile to update quantities and/or cost.  What this shows me is that GP does not respect document locks on linked transactions which would prevent this situation.  That also means that there is nothing that we can update within the database to prevent the transaction from being posted.  For now, the only solution would be to have those sales transactions moved into a read only batch, so that users can view them, but not lock them.  We could then have Automation Agent monitor that locked batch and as the document becomes allocated, we could either split the document or forward the document into the next workflow batch.  As to your suggestion, we may be able to make something like that work in your case, but I don't think that will be the best solution for everyone that I heard this comment from.  I'm going to continue to look for additional ideas on how we can better manage this process from within SalesPad.

    Jacob


  • Christian Mannino commented
    August 18, 2017 14:57

    Jacob,  Thank you for your reply.  I wanted to ask a follow up question to your suggestion: 

    For now, the only solution would be to have those sales transactions moved into a read only batch, so that users can view them, but not lock them.  We could then have Automation Agent monitor that locked batch and as the document becomes allocated, we could either split the document or forward the document into the next workflow batch.

    This suggestion has been brought up before but I think the issue would still remain unsolved because it is my understanding that when Automation Agent is monitoring a batch and performing rule checks , that it "LOCKS" the sales documents as well until the rule check is complete.  I believe the AA locks are causing more of the failed allocations than the documents being open by users.

    Am I correct in saying that even if the batch is read only, that Auto Agent would still lock the sales document?  If I am wrong then I think your solution would be feasible but I'm pretty sure we had explored that option in the past and determined it still wouldn't prevent the document locks. 

  • Admin
    Jacob Pegg commented
    August 24, 2017 19:41

    Christian, I'm still looking into this.