Assign Quantity creates “soft reservations” for the first entered Sales Orders to get the Items first

Introduction to Assign Quantity
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner In the "overview"-videos we draw the big picture to provide you with an understanding of how the solution is structured. Overview This video includes functionality from the app "Assign Quantity" which is available at Microsoft AppSource. Click to visit AppSource. Assign Quantity

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Presenter: Sune Lohse, Chief Strategy Officer

Assign Quantity is a tool that creates what we could call soft reservations.

So, it’s not an hard reservation, but a soft reservation to make sure that our customer get the items we promised them in the order that we promised the customer.

So, the first customer we promise will be the first one who gets an item.

Let’s look at how this work.

And to explain it, I have installed the free app from AppSource, the graphical inventory profile, just to explain what is happening.

So, from my first line with item number thousand, I will look at the inventory profile for this item, on location basic.

As I can see here, my lowest inventory is five on the 28th of May, but my end inventory is actually 30 because I have a production order coming up on the 9th of June.

This means if I’m making a new line on the same item, just to test it, same item number, same location, and for instance, I will make a shipment date on March.

Let’s try to do that.

March 25, which is two and a half months before my end inventory, my production order, and I’ll make a sales order line here of 20.

It will automatically look ahead and see how many can we assign.

And as you can see, it assigned seven, not as you might have expected five.

And the reason for that is from the date we entered here, it will look two months ahead.

That is a setup field.

So, when we look at the inventory profile and we only use the assigned quantity, meaning what we actually promised the customers, which we have assigned, we could see here that on the 6th of May, we will go to zero and the order we just entered here, the new sales order I just made here was on this one, 25th of March, five pieces.

So, it looks two months ahead and assign as much as possible, meaning this demand over here is more than two months ahead.

And we will assume that it’s possible to actually require the item within that period.

So, if you cannot replenish your inventory within two months, you’ll have to set that period to be longer.

This is one scenario.

If we didn’t do that, let’s make another scenario.

We’ll just delete the quantity and I will change the date to see what happens if we entered April 15 instead.

This is still before the production order in the end of the inventory period, but it’s less than two months before the production order.

Now when I enter quantity now, it will look two months ahead.

It also did that before and say that there’s not enough to assign the complete quantity, but because you have actually enough within a two month period, would you like to move the shipment date? So if I say no to this question, it will still assign seven.

If I say yes to the question, it will move the sales order date and assign the full quantity.

And as you can see here, it moved the sales order date till 10th of June, meaning the day after the production order.

So, if I look at the graphical profile now, including assigned quantity like this, I can see that my end inventory is now 10 and we have moved the sales order over here.

So, in this way, it’s possible to mathematically calculate what is optimal to promise our customer and what we could do.

So, basically assigned quantity is a tool for assigning as glimmer as possible what we can promise the customers.