View orders per article

You can consult an overview of the future goods flow. You see which sales orders and purchase orders there are and how they are linked. Cost estimates and assemblies are shown as extra information.

Note: 

With multiple warehouses, it is only in Order planning that you can change warehouses. You can also use the sales order and the purchase order to view and allocate using the entry layout line, but in that case the warehouse remains fixed.

To view purchase and sales orders per article:

1. Go to: Order Management / Purchase process / Order planning.
2. Select Article or Assembled item in Item type. If you first select the item code, Profit completes this field automatically.
3. Select an article or assembled item for which you are tracking the stock in Item code.
4. Select a warehouse.
5. If required, enter a date range.
6. Click on the action: F5. Select.

   

   You now see the sales orders and purchase orders currently present for the article. For your information, assembled items, cost estimates and assemblies, and shipment notes and receipt notes for warehouse moves (provided a move preparation has been used) are also displayed here.

   In Age you see how old the order is, expressed in days (today -/- order date). In Delivery date you see the Allocated date of delivery field from the order. If you have allocated lines and they are displayed in green, you can deliver the line because the agreed delivery date can be met. If lines are displayed in white, there is no problem; you can still allocate them.

   Lines displayed in red indicate a problem. This can refer to the following situations:

   Future:

   • The purchase order will arrive later.
   • The purchase order will arrive later than the date that you must deliver the sales order.

   Today:

   • The purchase order should have been received already.
   • Even if no sales order is linked to the purchase order that is overdue, the line is displayed in red. Furthermore, if the purchase order should have been received already but you do not have to deliver the sales order yet, the sales order is displayed in red anyway.
   • You should have delivered the sales order already.
   • The purchase order should have been received already and you should have delivered the sales order already as well.
7. If a line is red, you must take action:
   1. You can contact the purchase contact about the delivery date (expedite) or contact the sales contact (postpone).
   2. You can manually allocate purchase order and sales order lines. Sales order lines can also be allocated automatically.
8. Click on: Finish.