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Stock shortage to pending order

A pending order is an order that is not getting delivered yet.

A 'pending order' can be created if Check for available stock (sales order and packing slip) has been specified as the stock check method for the article. In that case, if a stock shortage is detected for a sales order line, you will be asked if you want to transfer the entire order line to a pending order. If you answer 'Yes', you see the result in the Pending order quantity field.

No stock is reserved for a pending order, because you always determine when the articles will be delivered yourself, provided there is sufficient stock. However, you can use the Order planning function to allocate a purchase order, after which the packing slip will be generated.

If you want to use this function, it is important to include the Pending order quantity field in the sales order entry layout.

Transfer a sales order with a stock shortage to a pending order - stringent stock check:

  1. You create a new sales order for article 1000. For article 1000, the Stock check has been set to Check for available stock (sales order and packing slip).

    At the time of entering the sales order, there is insufficient stock of article 1000.

    That is why a message appears that informs you there is insufficient stock and asks you if you want to transfer the line to a pending order.

  2. Click on: Yes.  (If you answer No, you cannot complete the order line and you first have to reduce the order quantity.)

The entire quantity of the sales order line for the article is now transferred to a pending order.  If you have not configured an Order proposal provision for this article, the order line will not be delivered automatically. Neither can you generate a packing slip based on a pending order line. A purchase order is not generated either.

You now have to add a purchase order manually, enter the goods receipt and manually deliver this sales order.

To manually retrieve articles from a pending order if there is sufficient stock:

  1. Go to: Order Management / Sales process / Sales order.
  2. Open the properties of the sales order with the article in the pending order.
  3. Select the correct entry layout.
  4. Go to: the line with the article in the pending order. For example, for the line with article 1000 10 units are on a pending order.
  5. Set the quantity to 0 (zero) or reduce the quantity.
  6. Now create a packing slip.
  7. The article is included in the packing slip because there is sufficient stock. if there is insufficient stock, a message appears again.

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