The Register Sale by Reserving Pallets action supply driven selection where the focus is on fulfilling customer’s request for items which are available inventory. A supply-driven pallet reservation method allows the user to reserve available pallets without creating any agreement lines beforehand. Afterwards, when the reservation is completed, the agreement lines are created as required and synchronized with the correct item no., variant, location and quantity figures (No. of TIs and Qty).
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The functionality for the Supply-Driven Pallet Reservation process is accessible at any time for the user before completing agreement reservation.
Registration
The first step in the creation of a delivery agreement is to assign the Sell-to Customer No. field.
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To enter into the pallet reservation interface, use the Register Sale by Reserving Pallets action provided in the action ribbon of the agreement:
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Pallet Reservation
Consequently, the following worksheet for pallet reservation opens up for the corresponding Delivery Agreement where filters for the specific item no. are provided, alongside with location code and stock center in the header section of the screen:
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As a result, the selected pallets are reserved into the delivery agreement and appear in the right-hand section of the pallet reservation worksheet (Reserved Pallets in Agreement to Outbound) as an indication for the reservation of the selected pallets into the delivery agreement (represented by outbound pallet entries):
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Pallet Reservation - Assigning Sales Price
Notice the Unit Price column is assigned with the value 0.00 – That is due to the fact that a sales price entry exists for item C300. The unit price can be adjusted for each pallet's outbound entry as desired, by registering a designated unit price into the corresponding column:
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The unit price can be adjusted for each pallet's outbound entry as desired, by registering a designated unit price into the corresponding column.
Pallet Outbound Statistics
Adjusting the sales prices on pallet outbound entries as a group can be done using the Pallet Outbound Statistical Analysis action provided in the action ribbon of the pallet's reservation worksheet:
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By adjusting the sales price on the accumulated entry, the sales price is updated on all the related pallet outbound entries in the Reserved Pallets in Agreement to Outbound-section of the pallet reservation worksheet:
Pallet Reservation - Finalize
The final step in the supply-driven pallet reservation process is to use the Confirm Selected Pallets for Reservation to Outbound-action from the action ribbon of the reservation worksheet:
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When the accumulated reservation for the agreement has reached its target, the person responsible for the Register Sale by Reserving Pallets process has at that point the opportunity to change the status from Open to Released as an indication for its readiness to enter into the invoicing process.
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