How to activate customer allocation

Browse: SALES -> > ALLOCATION -> > CUSTOMER ALLOCATION.

To activate consumer allocation we require to set a specification in
sales module. The specification is called as USERERBPC.

Browse: SETUP -> > GENERAL PARAMETER -> > PARAMETER VALUES -> > VEN SALES -> > ORDER ALLOCATION RULES (SAL).

And if this specification worth is set ON REQUEST, standard gives a pop-up simply after going into the quantity in sales order. In that pop-up standard ask whether the user wants to designate the stock from consumer booking or not, as displayed in the below screenshot. And if user chooses yes option then just it permits consumer allowance.

Fig1.3: Customer allotment turn up screenHence, the above steps done are necessary to use the functionality of consumer booking.

Fig1.1: Customer Allocation screenAs revealed in the above screenshot, there is likewise an END DATE field which alerts that
the consumer allocation can be done if the shipping date is less than end date.

Standard utilizes the stock if this criterion is set to YES
which is reserved for that particular consumer immediately.

There is performance in Sage X3 where we can hold stock
reservations for each consumer based upon each website. This functionality is
located in sales module.

Fig1.2: Parameter values for client allocationThis criterion has 3 alternative i.e. NO, YES, ON REQUEST.

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In that pop-up basic ask whether the user desires to designate the stock from customer booking or not, as revealed in the listed below screenshot. And if user chooses yes alternative then only it permits for client allotment.

Greytrix is an acknowledged Sage champion ISV Partner for GUMU ™ Sage X3– Sage CRM combination also noted on Sage Marketplace; GUMU ™ integration for Sage X3– Salesforce is a 5-star ranked app listed on Salesforce AppExchange and GUMU ™ combination for Dynamics 365 CRM– Sage ERP listed on Microsoft AppSource.

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