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).
A salesperson creates a Delivery Agreement to be processed according to the agreement’s prerequisites as specified by the user, including the designated customer (and currency if required) related to the sales.
Agreement lines are left empty as the supply-driven method will take care of creating them when the reservation process is completed by the user.
The Supply-Driven Pallet Reservation process is to be done using a designated user interface showing an overview of available pallets for reservation, alongside with those that have already been reserved into the corresponding agreement.
The functionality for the Supply-Driven Pallet Reservation process is accessible at any time for the user before completing agreement reservation.
The Process
The first step in the creation of a delivery agreement is to assign the Sell-to Customer No. field.
NOTE: The releasing of the Delivery Agreement is not necessary at this stage before the pallets are reserved. Nor is it necessary to create any item lines for the Delivery Agreement before entering into the pallet reservation.
It is only necessary to have the Delivery Agreement header assigned with the correct customer (and currency if required):
To enter into the pallet reservation interface, use the Register Sale by Reserving Pallets action provided in the action ribbon of the agreement:
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:
By selecting the desired pallets in the left section of the pallet reservation worksheet (Select Pallets for Reservation to Agreement), the user can reserve them with the Reserve Pallet-action as follows:
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.