Try Reallocate Orders

Overview

This task handles orders that have exceeded their reallocation deadline. When an order cannot be fulfilled within the expected timeframe, this task triggers a cancellation workflow that attempts to reallocate the inventory to other waiting orders before final cancellation.

Identifier

When to Use

Enable this task when you need:

• Automatic handling of orders that cannot be fulfilled on time
• Inventory reallocation from stale orders to newer orders
• Enforcement of fulfillment time limits
• Automated cancellation with reallocation attempts

Configuration Properties

This task has no configurable properties. Reallocation deadlines are set on individual shipments.

Order Type Requirements

For this task to function, the order type must have:

• A status configured as a "cancelled" status
• The cancelled status must have an active workflow step for reallocation attempts

Behavior

What It Does

1. Queries for orders with shipments past their reallocation deadline
2. For each order, evaluates the current state:
   • If all items are already delivered or cancelled, clears the deadline and continues
   • If no cancelled status with reallocation workflow exists, logs a warning
3. For orders where all shipments have expired deadlines:
   • Transitions the entire order to the cancelled status
   • Runs the cancellation workflow (which includes reallocation logic)
4. For orders with mixed shipment states:
   • Processes only the expired shipments
   • Transitions each expired shipment to the cancelled status
   • Runs shipment-level workflow
5. Reports the number of orders processed and reallocated

Deadline Evaluation

• Reallocation deadlines are set at the shipment level
• A shipment is considered expired when its deadline is in the past
• Shipments with all items delivered or cancelled are automatically cleared

Workflow Integration

The task relies on a cancellation workflow step that:

1. Releases reserved inventory from the cancelled order
2. Attempts to allocate the released inventory to waiting orders
3. Completes the cancellation process

Prerequisites

• Reallocation deadlines must be set on order shipments
• Order types must have a cancelled status configured
• The cancelled status must have an active reallocation workflow step

Side Effects

• Transitions order/shipment status to cancelled
• Triggers cancellation workflow (releases inventory, attempts reallocation)
• Clears reallocation deadlines from processed shipments
• May cause inventory to be reallocated to other orders
• Creates event log entries for status changes

Example Configuration

{
    "ImplementationType": "TryReallocateOrdersScheduledTask",
    "Schedule": "*/30 * * * *",
    "IsDisabled": false
}

Recommended Schedule

Run every 30 minutes (*/30 * * * *) to promptly handle expired deadlines while allowing time for fulfillment attempts.

Related Tasks

• Try Reserve Order Lines - Reserve inventory using FIFO logic
• Allocate Order to Purchase Order - Allocate to incoming stock
• Cancel Expired Orders - Standard expiration handling