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Order Allocation Workbench

InXtend Order Allocation Workbench for Microsoft Dynamics 365 Business Central

Share scarce stock across open sales orders by rule, then release the backorders that can ship.

When stock is short, the first order to be released usually takes it. Order Allocation Workbench shows available quantity against every open order line for an item, proposes an allocation by shipment date, order date, customer priority or backorders first, and applies it as standard reservations or quantities to ship. Allocated lines can then be released for shipping in one step.

Order Allocation Workbench illustration. Item CHR-220 · 40 available. Before: First order released took all 40. After: 40 shared over 5 orders by priority.
Item CHR-220 · 40 available. Before: First order released took all 40. After: 40 shared over 5 orders by priority. An illustration, not a Business Central screen.

What it does

One view per item
Available quantity after reservations and allocations, and every open order line with its quantity to ship.
Allocation rules
Shipment date, order date, customer priority, backorders first or manual, with partial allocation and a minimum fill percentage.
Applied the standard way
Allocations become reservations, or quantities to ship if you prefer.
Release backorders
Release orders or create warehouse shipments for the allocated lines, with every run logged.

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