Overcommit Inventory

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Task/Problem Overview

The following documentation displays the function to Overcommit inventory while allocating shippers in Release Management.

• Given that you have an order and do not have enough available inventory to allocate a shipper, and you do NOT want to make an inventory adjustment to satisfy the qty.

• Open the Release Management screen on the order and click “Take/Force” for the line you need to overcommit.

• Click “Remaining” to allocate the qty and click Accept.

• Back on the release management screen, the “Shipper to Allocate Details” section of the screen shows what line/s will be allocated and if there will be a Stock Adjustment

• If necessary, release the rest of the line items that need to be in the shipper.

Normally, the next step will be to click Allocate Shipper, and a stock adjustment reason screen will appear. Overcommitting will bypass this step and let inventory go negative/further negative.

• Check the Overcommit box at the bottom of the screen.

• Then click Allocate Shipper. Note that inventory has not been adjusted and has not changed (negative) yet. Only the qty allocated (positive) will show.

• Process the shipper.

• Once you have posted the shipper to either Loaded or Delivered, the qty on hand will go negative by that much more.

Reporting

• You can use the Item Stock Report to see what items have been forced to go negative.

• In the parameters screen for the report, set it to show items with negative on hand (in this example it only shows negatives).

• These negative quantities should be addressed to help make counting as smooth as possible. Either fixing them by doing stock adjustments or receiving and putting away corresponding POs.