How to activate customer allocation

To activate customer allocation we need to set a criterion in
sales module. The criterion is named as USERERBPC.

Browse: SETUP -> > GENERAL PARAMETER -> > PARAMETER VALUES -> > VEN SALES -> > ORDER ALLOCATION RULES (SAL).

Fig1.1: Customer Allocation screen

Standard utilizes the stock if this parameter is set to YES
which is scheduled for that particular consumer instantly.

Browse: SALES -> > ALLOCATION -> > CUSTOMER ALLOCATION.

Fig1.2: Parameter values for client allowance

This specification has 3 choice i.e. NO, YES, ON REQUEST.

There is performance in Sage X3 where we can hold stock
bookings for each customer based upon each site. This functionality is
located in sales module.

As displayed in the above screenshot, there is also an END DATE field which alerts that
the customer allotment can be done if the shipping date is less than end date.

And if this parameter value is set ON REQUEST, basic provides a pop-up just after getting in the quantity in sales order. Because pop-up basic ask whether the user wishes to assign the stock from client appointment or not, as revealed in the listed below screenshot. And if user picks yes option then only it enables customer allocation.

Fig1.3: Customer allocation pop up screen

For this reason, the above steps done are obligatory to use the performance of consumer booking.

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Greytrix caters to a wide variety of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU ™ combinations consist of Sage X3 for Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Presently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK.

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In that pop-up basic ask whether the user desires to assign the stock from client appointment or not, as shown in the listed below screenshot. And if user chooses yes option then just it enables for consumer allowance.

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