Supply Allocation Exceptions Management

Supply Allocation Exceptions Management is designed to help you make informed reallocation choices. To respond to supply shortages, review all sources of supply and order allocations to ensure high priority sales orders ship complete and on time.

To help you achieve these goals, the NetSuite Reallocate Order popup window can be accessed from order lines. The Reallocate Order item generates intelligent supply re-allocation recommendations with reasonably little effect on other orders. Automating reallocation significantly reduces the time to find, review, and execute reallocations. After you accept a recommendation, the system automatically re-aligns the supplies to the affected orders. This system reallocation logic produces recommendations by reviewing all available (unallocated) supplies and then reviewing which orders are best suited to reallocate supplies.

The following is the exceptions management process:

  1. Review existing exceptions to identify which orders cannot be fulfilled by the supply required by date.

    NetSuite offers the following two options for exception lists:

    • Order Allocation Alerts

    • Customized Late Order Allocations or Transaction Saved Searches

    Order Allocation Alerts are based on late order allocation searches, which display orders without order line break-down.

    Transaction searches can display each order line with allocation information.

  2. After reviewing the exception lists, review sources of supply and existing orders to decide how to re-allocate to the high priority, or target, orders.

    On all of theses lists you can drill down on each order and act on an exception.

    Sales order lines display a link to the Reallocate Order Item.

  3. Select one or more order lines from less urgent orders to move to the target sales order line to meet the requested date and quantity.

  4. If the generated recommendations are unsuitable, you can generate a new set of allocation recommendations.

  5. Review the new reallocation scenarios until you arrive at a suitable solution.

  6. After the reallocation is approved, NetSuite automatically executes the re-allocations across the selected orders.

  7. The system opens the sales order enabling you to reallocate any other order lines.

Related Topics

Setting up Access to Reallocate Order Items
Creating Reallocate Recommendations
Creating Allocation Strategies
Creating Order Allocation Schedules
Applying Allocation Strategies to Order Lines
Setting Supply Required By Dates on Order Lines
Supply Allocation Calculations
Supply Allocation Exceptions
Optimizing Fill Rate
Allocating Supply to Order Demand
Inbound Shipment in Supply Allocation
Supply Allocation Order Management
Supply Allocation Management

General Notices