Try Reallocate to Purchase Order

Overview

The Try Reallocate to Purchase Order step allocates order lines to expected inventory from incoming purchase orders. This is useful for pre-orders or orders with future requested delivery dates where current inventory is insufficient but replenishment is scheduled.

Identifier

Configuration Properties

Behavior

What It Does

1. Parses configuration properties
2. Finds purchase orders with expected delivery before the order's requested date
3. Allocates order lines to matching purchase order inventory
4. Optionally splits allocated lines to separate shipments
5. Returns count of allocated lines

Prerequisites

• Purchase orders must exist in the system with expected delivery dates
• Order should have a requested delivery date for optimal matching
• Products must match between order and purchase orders

Side Effects

• Links order lines to purchase order inventory
• May create new shipments for PO-allocated lines
• Updates allocation status on affected lines

Business Cases

When to Use

• Pre-orders: Accept orders before inventory arrives
• Future delivery: Schedule delivery when new stock is expected
• Cross-docking: Route orders to meet incoming shipments

Example Scenarios

Scenario 1: Pre-Order Campaign A new product launches in 2 weeks. Orders placed now are allocated to the incoming purchase order scheduled to arrive before launch.

Scenario 2: Split for Tracking Configure SplitToSeparateShipments = true to create separate shipments for items coming from purchase orders, enabling different tracking and timing.

Scenario 3: Awaiting PO Only Configure OnlyAllocateIsAwaitingPurchaseOrder = true to only process lines that were explicitly marked as awaiting PO by a previous step.

Error Handling

Related Steps

• Set All Order Lines Not Reserved to Be Purchased - Marks lines for PO allocation
• Create Purchase Order from Order - Creates new POs from demand