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Allocate a pending order to a purchase order (Order planning)

For a pending order, stock is not reserved and delivered automatically. In case of a blanket order, you will always complete the pending order manually. In case of a pending order caused by a stock shortage, you usually will want to make sure that a reservation is made on a purchase order, so you will be able to deliver the pending order. In this case you can manually or automatically allocate a purchase order to the pending order (line).

To manually allocate a pending order to a purchase order:

  1. You manually allocate the pending order from the pending order itself. This works in the same way as the normal procedure for allocating sales lines to a purchase line.

    Automatic allocation is only possible if you use the Order planning function. Using that function, you can also allocate manually.

Directly to

  1. Pending order
  2. Configuration
  3. Add a sales order line with stock shortage
  4. Transfer an entire order to a pending order manually
  5. Allocate a pending order to a purchase order

Process

Pending order

Work area

sales