Summary of Requirement
ACME Co. utilizes Dynamics GP as its ERP system. They are using GP with multi-bins enabled and SOP Documents are set up to allocate by document/batch. Sales Documents are saved in a batch, and any given batch may contain multiple SOP Types.
Since their Go Live Date, their business requirements have changed significantly. They have very specific rules on how product should be allocated to Sales Documents. As the rules have some complexity, it makes it difficult to continue to have the allocation process be a manual task.
ACME needs a SOP Batch Allocation utility that can apply business-specific rules for selecting the order in which documents should be fulfilled. Their current Allocation Rules are set by Priority and a high-level overview is below:
1. Any Sales Document for Customer IDs assigned to Customer Class ECOMMERCE or ONLINE regardless of Requested Ship Date or Hold Status.
2. Any Sales Document with a Backorder quantity that is past due or due to ship on the current date. Documents must NOT be on Hold.
3. Any Sales Document with Payment Terms set to PREPAID with an Account Balance less than or equal to $0.00 where the Requested Ship Date is less than or equal to the current date plus 10 days regardless of the Hold Status.
4. Any Sales Document for Customer IDs assigned to Customer Class INTERNATIONAL where the Requested Ship Date is less than or equal to the current date plus 10 days. Documents must NOT be on Hold.
5. Any Sales Document for Customer IDs assigned to Customer Class RETAIL where the Requested Ship Date is less than or equal to the current date plus 7 days. Documents must NOT be on Hold.
6. Any Sales Document for Customer IDs assigned to Customer Class PACESETTER, OEM or PROFESSIONAL where the Requested Ship Date is less than or equal to the current date plus 7 days. Documents must NOT be on Hold.
ACME requires the ability to update the Allocation Rules in the future as business requirements may change. In addition, ACME requires the ability to view allocated Sales Documents by Batch and select Sales Document Lines to unallocate.
Design Specification
View design specification DS0668