If special customers needs to be prioritized the “Locked Assignment” functionality can reprioritize for you

One of the typical user stories we see covered with Assign Quantity is the ability to prioritize customers.

In this example, I will enter 30 on a sales order line on a very important customer.

And as you can see, it assigned 25 only, which is a problem because this is our main customer.

And if I’m looking at the graphical profile, not including the assigned quantity, I can see my order here on the right hand side, which didn’t get assigned everything and other orders are not covered as well.

But in real life, I would like to reassign for some of the other customers because I do know we have other customers in the future here that might not have promised anything.

If they were promised, they should be locked by the salesperson.

So, in this scenario, I will change the assigned flexibility to be a locked one.

Only because this makes it possible for me to run the report, assign sales order quantity.

And if we have agreed in our organization that we will delete all the soft assignment and respect all the locked assignment.

And of course, before I run this, I would actually have to, because it will be locked, I will have to manually change the quantity to 30.

So, I would have to give, I would like to give them 30 and then run the report like this, assign sales order quantity, and I will respect the locked assignment.

And in this scenario, I’ll just run it for this item.

So, now it will delete all the soft assignments and the ones that salesperson has locked saying they should have will be reassigned.

Meaning if I look at the graphical profile now, including my assigned quantity, it will of course still be not more than zero.

So, everything is correct, but the last order will now have a quantity of 30.

So, some of the other orders now have redrawn five pieces to be able to provide this customer.