Assign Quantity

As a Sales Order Processor
I want to have the system automatically calculate and assign the available quantity when I enter an item and quantity on a sales order line
So that I immediately know whether the order can be fulfilled on the requested shipment date without checking inventory separately

Setup:

1. In Assign Quantity Setup, enable AutoAssign Sales Lines.
2. Ensure Calculation Type is set and date formulas are configured.
3. Create a sales order, add an item line, set a Shipment Date, and enter a Quantity.
4. The Assigned Quantity field is populated automatically. If it equals the outstanding quantity, the line is fully covered. If it is lower, only that amount is available on the requested date.

Note: Assignment only triggers when the item has a shipment date and the location is not excluded via the Assign Qty. Selected Locations setup.

As a Sales Order Processor
I want to manually trigger assignment on a specific sales order line
So that I can assign on demand without requiring AutoAssign to be enabled globally

Setup:

1. Open a sales order and navigate to the relevant item line.
2. Use the Assign Quantity action on the line (or directly edit the Assigned Quantity field).
3. The system calculates availability and fills in the assignable quantity.
4. A message is shown if only a partial quantity can be assigned.

As a Sales Order Processor
I want to assign quantities for all lines on a sales order at once
So that I don't have to trigger assignment line by line on large orders

Setup:

1. Open the sales order.
2. Use the Assign Quantity on Sales Order action (in the Functions menu or via Shift+Ctrl+A for status update).
3. The system runs assignment for all outstanding item lines on the order and updates the Assigned Status on the order header.

As a Sales Manager
I want to see at a glance whether a sales order is fully assigned, partially assigned, or not assigned at all
So that I can prioritise follow-up on orders where stock coverage is incomplete

Setup:

1. Open a sales order. The Assigned Status field on the order header shows one of four values: blank, Completely Assigned, Partial Assigned, or No Assignment.
2. To refresh the status, use the Update Assigned Status action on the order.
3. The status is calculated based on whether each item line's assigned quantity equals its outstanding quantity.

Note: The Assigned Status field is also visible on the Sales Order List page, allowing filtering and sorting by assignment status across all orders.

As a Sales Order Processor
I want to be offered the first date on which the full quantity will be available when I can't assign the complete quantity for the requested date
So that I can decide whether to move the shipment date and promise the customer a realistic delivery date

Setup:

1. In Assign Quantity Setup, enable Display Messages.
2. When entering a quantity on a sales order line and the full quantity cannot be assigned, a dialog appears showing how much can be assigned now and offering the first date on which the full quantity will be available.
3. Confirm to move the shipment date, or decline to keep the original date with a partial assignment.

Note: Enable AutoPush First Date Available instead if you want the date moved automatically without prompting the user. A First Date Available Buffer date formula can be set to add a safety buffer (e.g. +1D) to the suggested date.

As a Logistics Planner
I want to have the system automatically push the shipment date to the first date the full quantity is available, without showing a confirmation dialog
So that order lines always reflect a realistic ship date in batch and automated processing scenarios

Setup:

1. In Assign Quantity Setup, enable AutoPush First Date Available.
2. Optionally set a First Date Available Buffer formula (e.g. +1D) to add a safety margin.
3. When a quantity is entered and stock is insufficient for the requested date, the shipment date is moved automatically to the first date with full availability, and the full quantity is assigned.

Note: If a warehouse shipment line already exists for the sales line, the date will not be pushed automatically to avoid conflicts with existing warehouse documents.

As a Warehouse Manager
I want to lock the assignment on a sales order line so it cannot be changed by automatic recalculation or manual edits
So that confirmed picks and shipments are protected from upstream order changes

Setup:

1. On the sales order line, set Assigned Flexibility to Locked Assignment — either manually or by using the Change Assigned Flexibility action on the order.
2. Any attempt to change the assigned quantity or re-run assignment on a locked line will be blocked with an error message.
3. To unlock, change Assigned Flexibility back to Soft Assignment or blank.

As a Warehouse Manager
I want to have assignments automatically locked when a warehouse shipment or pick is created for a sales order line
So that the assigned quantity matches the warehouse document and cannot be changed while the document is active

Setup:

1. Open Assign Qty. Selected Locations and add the relevant warehouse location.
2. Enable Lock Assigned Quantity when creating Warehouse Documents for that location.
3. When a warehouse shipment is created for a sales order line at that location, the Assigned Flexibility on the line is automatically set to Locked Assignment.

As a Warehouse Operator
I want to have the Qty. to Ship field on the warehouse shipment pre-filled with the assigned quantity
So that I don't have to manually enter the ship quantity — it mirrors what was committed on the order

Setup:

1. Open Assign Qty. Selected Locations and add the relevant location.
2. Enable Autofill Qty. to Ship for that location.
3. When the assigned quantity is set on a sales order line for that location, the Qty. to Ship (Warehouse) field is automatically filled with the same value.
4. For locations without advanced warehouse setup, the standard Qty. to Ship field is filled instead.

As a Logistics Planner
I want to prevent users from manually entering an assigned quantity that exceeds available stock
So that over-promising is blocked at the point of order entry

Setup:

1. Open Assign Qty. Selected Locations and add the relevant location.
2. Enable Avoid assigning more than available for that location.
3. When a user attempts to enter an assigned quantity greater than the calculated available quantity, the system shows a message and resets the quantity to the available amount rather than allowing the overage.

As a Warehouse Manager
I want to have the system validate that the shipping advice on a sales order is respected relative to the assigned quantity when creating warehouse documents
So that orders set to "Complete" shipping advice are not shipped partially without awareness

Setup:

1. Open Assign Qty. Selected Locations and add the relevant location.
2. Enable Check Shipping Advice with Assigned Quantity for that location.
3. When a warehouse document is created, the system checks the sales order's shipping advice against the assigned quantity and raises a warning if there is a mismatch.

As a Logistics Planner
I want to assign available stock to transfer order lines
So that inter-location stock movements are planned against actual availability at the source location

Setup:

1. In Assign Quantity Setup, enable AutoAssign Transfer Lines.
2. Create a transfer order and enter item lines with a shipment date and quantity.
3. The Assigned Quantity is calculated based on available stock at the transfer-from location.
4. Alternatively, use the manual Assign Quantity action on the transfer line.

Note: Availability is calculated against the transfer-from location code, not the transfer-to location.

As a Production Planner
I want to assign available stock to production order component lines
So that I know which production orders can be started on time and which are waiting for components

Setup:

1. In Assign Quantity Setup, enable AutoAssign Production Lines.
2. Set Include Production Orders to control which statuses are included: Only Released, or both Firm Planned and Released.
3. When a production order component line is created or its quantity changes, the assigned quantity is calculated against availability on the due date at the component's location.
4. Use the manual Assign Quantity action on the component line if AutoAssign is not enabled.

As a Production Planner
I want to assign available stock to assembly order component lines
So that assembly orders reflect whether all components are available for the assembly due date

Setup:

1. In Assign Quantity Setup, enable AutoAssign Assembly Lines.
2. When an assembly order line is created or its quantity changes, the assigned quantity is calculated against availability on the due date at the component's location.
3. For assembly-to-order sales lines, assignment on the sales line automatically propagates to the linked assembly order component lines, scaled by the quantity-per factor.

As a Sales Order Processor
I want to include blanket sales orders in the availability calculation and assignment
So that blanket order commitments are reflected in the inventory profile alongside regular sales orders

Setup:

1. In Assign Quantity Setup, enable Include Blanket Sales Orders.
2. Blanket sales order lines are now included in the availability profile, and assignment will run on them when quantities are entered.
3. When a blanket order line has an assigned quantity and a regular sales order is created from it, the assigned quantity delta on the sales order line adjusts the assignment on the originating blanket order line accordingly.

As a Logistics Planner
I want to calculate availability separately per dimension value (e.g. per sales region or department)
So that stock earmarked for one dimension is not available for assignment to another

Setup:

1. In Assign Quantity Setup, enable Assign using Dimension 1 and/or Assign using Dimension 2 as appropriate.
2. Assignment calculations will now be performed per dimension combination — stock assigned to Dimension 1 = "EXPORT" is not drawn down when assigning a line with Dimension 1 = "DOMESTIC".
3. The shortcut dimension values on the order line determine which availability pool is used.

As a System Administrator
I want to limit Assign Quantity to only operate on certain warehouse locations
So that locations without advanced warehouse management are not affected by assignment logic

Setup:

1. In Assign Quantity Setup, enable Only Assign Selected Locations.
2. Open Assign Qty. Selected Locations and add only the locations where assignment should apply.
3. Order lines for items at locations not on this list will not have assignment calculated — the assigned quantity remains zero and the fields are effectively inactive for those lines.

Note: If Only Assign Selected Locations is enabled but the Assign Qty. Selected Locations list is empty, assignment applies to all locations (the list acts as an allow-list only when it contains at least one entry).

As a Logistics Planner
I want to have the system automatically reclassify inventory from a less-prioritised dimension pool to cover a demand line that cannot be fully assigned from its own pool
So that available stock elsewhere in the business is used before telling the customer that the order cannot be fulfilled

Setup:

1. Ensure Reverse Planning is installed.
2. In Assign Quantity Setup, enable AutoPost Reclassification.
3. Open Snatch Setup and define which dimension combinations or locations are eligible sources for automatic reclassification, their priority order, and from which date they can be snatched.
4. When assignment is calculated and the demand line's own pool is insufficient, the system looks for available stock in the Snatch Setup sources, creates a reclassification journal line via Reverse Planning, and recalculates availability to cover the demand.

Note: This feature requires Reverse Planning to be installed and enabled. The Snatch Setup controls eligibility — without entries in that table, no reclassification will occur even if AutoPost Reclassification is enabled.

As a System Administrator
I want to control how assigned quantities are rounded when the base unit quantity does not divide evenly into the sales unit of measure
So that assigned quantities always reflect whole sellable units rather than fractional base quantities

Setup:

1. Open Item Units of Measure for the relevant item.
2. Set the Assign Qty. Rounding Precision field to the desired rounding increment (e.g. 1 for whole units, 0.5 for half-units).
3. When assignment is calculated, the result is rounded down to the nearest multiple of this precision before being written to the order line.
4. Alternatively, enable Round down Assign Qty Base in Assign Quantity Setup to apply integer rounding globally across all items.

As a Logistics Planner
I want to run assignment across a set of sales orders in a single batch job
So that I can reassign after stock movements or receipt of new purchase orders without opening each order manually

Setup:

1. Use the Assign Sales Order Quantity report/batch job (accessible from the Sales Orders list or via the reports menu).
2. Filter to the relevant orders, customers, or shipment date range.
3. The batch job calculates and assigns quantities on all matching lines, respecting the current inventory profile including previously assigned lines.

Note: Batch assignment respects the same setup rules as interactive assignment — AutoPush First Date Available, location filters, and dimension settings all apply.

As a Sales Order Processor
I want to have the system automatically find and link a new sales order line to an existing blanket order, inheriting its assigned quantity
So that stock already committed on the blanket order is immediately reflected on the sales order without manual reassignment

Setup:

1. In Assign Quantity Setup, enable AutoAssign Sales Lines, Include Blanket Sales Orders, and Auto Link Blanket Order.
2. Ensure the blanket order line has an assigned quantity and a shipment date on or before the sales order line's shipment date.
3. When a sales order line is created for the same item, customer, location, variant, and unit of measure as an open blanket order line, the system automatically links the two lines and transfers the assigned quantity from the blanket order to the sales order line.
4. The blanket order line's assigned quantity is reduced by the amount transferred to the sales order.

Note: If the blanket order line's shipment date is later than the sales order line's shipment date, the link is blocked with an error. The Auto Link logic searches for blanket order lines with a shipment date on or before the sales order line's date, sorted ascending, so the earliest eligible blanket order is used first.

As a Logistics Planner
I want to understand when the system automatically removes assignment from a line
So that I know assignment quantities stay accurate throughout the order lifecycle without manual cleanup

Setup:

No setup required — this behaviour is automatic. The system clears assignment in three situations:

1. Sales order posting (shipment): When a sales order line is shipped, the assigned quantity on that line is reset to zero. The posted quantity leaves the inventory profile, so the assignment is no longer needed.
2. Transfer order posting (shipment): When a transfer order line is shipped, its assigned quantity is reset to zero before the warehouse shipment is processed.
3. Assembly order posting (consumption): When an assembly order component line is consumed during posting, its assigned quantity is reset to zero before the consumption is registered.

Note: This means assignment reflects open, unfulfilled demand only. Once a line is posted, its assignment disappears automatically — there is no need to manually reset it.

As a Warehouse Manager or Controller
I want to mark a specific item journal batch so that dimension values are ignored when applying item ledger entries during posting
So that stock movements posted through this batch are not blocked or misapplied due to dimension mismatches

Setup:

1. Open Item Journal Batches and select the relevant batch.
2. Enable Ignore Dimension Application on the batch.
3. When item journal lines from this batch are posted, the system will not enforce dimension matching when applying item ledger entries — entries from different dimension combinations can be applied against each other freely.

Note: This setting only takes effect when Assign using Dimension 1 or Assign using Dimension 2 is enabled in Assign Quantity Setup. Without dimension-based assignment active, the flag has no effect. Use with care — bypassing dimension application can affect dimension reporting on item ledger entries.