I have been asked to take a look at the following issue. So, we have a customer that order 50 of Part A. We didn’t have it all, so we split it into tow releases and guaranteed 25 to them. However, Epicor doesn’t lock it up for that order, and another order came in that was for 11 of Part A, and it shipped, leaving the other customer in the dust.
So, what is the best practice for keeping this from happening? I didn’t know if there was something in Epicor we are just not using or if a BPM is the only way, or if there’s another idea someone has tried that has worked good for them.
By default, Epicor/Kinetic does not “hard allocate”. That functionality is available via the Fulfillment Workbench, but if you aren’t currently using it there is a LOT of learning to process definition to do.
Your profile says you’re on 10.2.700… go into your Demo environment and search the Epicor Education courses for Order Fulfillment. That gives the nuts and bolts of the process.
It’s not that it’s horrible, it’s that the can of worms you open up can get out of hand in a hurry.
I think the documentation around the advanced material management / fulfilment workbench isn’t great. We use it because of this reason. You would want to put in the order and then go to actions → reserve/allocate and that opens up fulfillment workbench for that sales order. Then you can reserve or allocate (your company choice) we reserve against the total and then it will take the available quantity down for any later orders. If you want them to pick right away you can release it to the material queue to process the stk-shp transaction or wait for any remaining items. It’s taken us some time to get used to but now really helps make sure we get the customers product we promised them.