Allocate Order to Purchase Order

Overview

This task processes orders with unreserved order lines and attempts to allocate them to available purchase orders. When a purchase order arrives with expected inventory, this task links waiting customer orders to that incoming stock, enabling fulfillment from supplier shipments.

Identifier

Property	Value
Implementation Type	`AllocateOrderToPurchaseOrderScheduledTask`
Group	Orders
Type	Delta

When to Use

Enable this task when you need:

Automatic allocation of backorders to incoming purchase orders
Drop-ship or pre-order fulfillment workflows
Split shipment handling where some items ship from incoming stock
Coordination between customer orders and supplier deliveries

Configuration Properties

Property	Type	Required	Description
`OrderStatus`	string	No	Comma-separated list of order statuses to process. Defaults to all non-delivered, non-cancelled statuses.
`OrderType`	string	No	Comma-separated list of order types to process. Leave empty for all types.
`SplitToSeparateShipments`	bool	No	When `true`, creates separate shipments for items allocated to different purchase orders. Default: `false`.
`AllowPastRequestedDeliveryDate`	bool	No	When `true`, allocates to purchase orders even if the delivery date has passed. Default: `false`.
`OnlyAllocateIsAwaitingPurchaseOrder`	bool	No	When `true`, only allocates lines explicitly marked as awaiting a purchase order. Default: `false`.

Behavior

What It Does

Searches for orders with line items that are marked for purchase order fulfillment but not yet reserved
Filters orders by configured status and order type criteria
For each eligible order, attempts to match unreserved lines to available purchase order lines
When a match is found, links the order line to the purchase order line
Updates the order with allocation information
Triggers recalculation of available-to-promise (ATP) quantities for affected products

Prerequisites

Purchase orders must exist in the system with available lines
Order lines must be flagged for purchase order fulfillment
Order status must match configured criteria (or be non-delivered/non-cancelled by default)

Side Effects

Updates order line reservation information
Creates event log entries for allocation actions
Recalculates ATP index for allocated product SKUs
May create additional shipments when split shipment option is enabled

Example Configuration

{
    "ImplementationType": "AllocateOrderToPurchaseOrderScheduledTask",
    "Schedule": "*/15 * * * *",
    "IsDisabled": false,
    "Properties": [
        {
            "Key": "OrderStatus",
            "Value": "AwaitingStock,BackOrder"
        },
        {
            "Key": "SplitToSeparateShipments",
            "Value": "true"
        }
    ]
}

Recommended Schedule

Run every 15 minutes (*/15 * * * *) to promptly allocate orders when purchase orders are received. Increase frequency during high-volume periods or when rapid fulfillment is required.

Try Reserve Order Lines - Reserve from existing warehouse stock
Try Reallocate Orders - Handle reallocation deadline expiration
Order Automation - Automate status transitions based on allocation state

Allocate Order to Purchase Order

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