Include Over the Counter Transactions When You Promise

Set up Promising so it considers inventory reductions that result from an over the counter transaction. You fulfill the transaction from inventory without picking or shipping.

Promising can automatically adjust the supply that's available according to your over the counter sales. For example, you might have an over the counter sale at a retail outlet or wholesaler where your sales personnel picks the item directly from the inventory that's on hand at the outlet or warehouse, does it while the customer waits at the counter, and then closes the order to finish the transaction.

Use this feature to make sure Promising promises your sales order according to transactions that happen in real time, as they happen.

Here's you need to do:

• Set the Allow Inventory Transaction to Yes in your business rule. For details, see Setup Options for Reducing Inventory.
• Set the Process Inventory Transactions Immediately parameter to Yes. This setting instructs Order Management to send the order line to inventory as soon as it closes the sales order. Inventory Management will immediately reduce inventory and keep it accurate and up to date. It also allows Promising to get a real time picture of the inventory that's actually currently available. Don't set it to No because Promising might over promise supply. For details, see:
  • Reduce Inventory When a Sales Order Doesn't Require Picking or Shipping
  • Reduce Inventory Without Picking or Shipping
  • Manage Order Management Parameters.

You can verify that your fulfillment line is part of an over the counter sales order.

1. Go to the Order Management work area and search for your sales order.
2. Click Tasks > Manage Fulfillment Lines.
3. Search for, then open your line.
4. On the Fulfillment Line page, in the Shipping area, verify that the Sent to Inventory attribute contains a check mark. If you don't see the attribute, it probably means you didn't enable the Process Inventory Transactions Immediately parameter. For details, see Manage Order Management Parameters.