Sales Order Features
Summary
Several features of the sales order have been added to extend the functionality and give you insight into your order at a glance.
Description
In OBeer 3.0, we've added multiple informational fields onto the Sales Order to show you real time information about the order including the weight, BBLs, and ATP.
What has Changed in OBeer 4.1
- ATP has been dramatically improved to be faster and more accurate
The new fields on the Sales Order reduce the extra clicks and reports you normally need to see this info, making it faster and easier to make decisions about a customer's order.
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Details / How-To
The Sales Order footer now displays three new fields that give you information about totals on the document. Below is information about each one and how it works.
Below is a screenshot that shows the new fields on the Sales Order that we are highlighting in this post.
Total Weight
The total weight field is calculated by the using the weight field on the Item Master Data > Sales Tab
Here is a screenshot that shows where you can find this weight field.
Make sure you type in the value as 24Lb to use the UoM of pounds (Lb)
BBLs
The BBLs field is calculated by summing up the BBLs of all the same pack type on the document. For example, it looks to see the pack type linked to each item, and then calcualtes the BBLs per pack type and sums them up.
In this calculation, the Pack Type table is used to convert the finished goods units into BBLs.
Logic: Each Item Master Data has a Pack Type associated with it. That Pack Type links to a row in the Pack Type Table, which has the conversion into BBLs.
Est. Pallet Spots
This field works exactly like the BBLs field, with the only difference being that it uses the pallet spots column on the Pack Type table, to convert the finished goods into pallet spots by dividing the qty on the sales order by the pallet spots column on the Pack Type table. For example, if you set the Pack Type to have 16 K12s per pallet spot (because you double stack pallets of 8 kegs), if you put a Qty of 32 kegs on a sales order, it will tell you the "Est. Pallet Spots" is 2.
NOTE
The calculation of pallet spots is an estimate, and should not be used to charge customers for pallet deposits. The logic does not take into account partial pallets, tall case pallets, mixed pallets, etc. OBeer will have a more in-depth pallet builder in the future, so for now, it is an estimate only for planning purposes when inputting an order to give you an idea of how many pallet spots are needed.
Available to Promise (ATP)
The ATP field on the row of the Sales Order is a calculation field that looks at the current in-stock of the item, and then takes into account all the future demand and supply of the item up through the Delivery Date of the Sales order to show you what you will have in-stock on that date in the future.
For example, in the Sales Order in the screenshot above, you can see the Delivery Date is 4/30. You can also see that the current in-stock qty of 1001-B46 is 3,108, the ATP qty is only 2,508. What this tells us is that between today and 4/30 we will sell and produce additional quantity and expect to have only 2,508 in-stock on 4/30 in the future.
The ATP uses a flag on the warehouse that is called "Use in Available to Promise". To view this field, make sure your User Defined Fields are turned on. This allows you to designate which warehouses you take into account when calculating ATP.
If you have an offsite finished goods warehouse, you may or may not want to take it into account when calculating your ATP qty. Another example is a quarantine warehouse or "library" of finished goods that are technically in-stock, but not availbale to be sold. For those, you'd want to flip the warehouse to "No", so they are ignored when calculating ATP.