I wanted to make you aware of a common issue coming into support at the moment.
Background
Following a request from the reseller channel on behalf of one of our Opera II customers to tighten up on the accuracy of Stock availability during the progression of Sales Orders to Deliveries/Invoices, Pegasus changed the way that the default value in the Quantity field of the Suggested Delivery/Invoice form is displayed to stop the Delivery of unavailable stock in this scenario.
SCR OII-37606 was raised by Support.
It has been agreed to release a change as a Patch version Opera II 6.90.11 and Opera 3 v1.10.11 which will be available mid/end of next week
How the software worked prior to Opera 3 – 01.00.10 / Opera II 6.83.10?
When Forced Allocations is not in use and a Priority 1 Sales Order is raised, no allocation is automatically made even if the Free Stock Quantity shows that stock is available. When using the main SOP Processing form to progress the Sales Order to a Delivery or Invoice (if the Delivery Process is not in use) the Suggested Quantity displayed is the Free Stock Quantity. For example, if a Priority 1 Sales Order is raised for a quantity of 20 and only 15 are Available as Free Stock, the Suggested Quantity figure when progressing the order will be 15.
The Order would not be available for progression through the Batch Processing routine as the Order line has not been Allocated and picked (if the picking routine is in use).
How the software works in version Opera 3 – 01.00.10 / Opera II 6.83.10 and later?
As discussed above, as the Sales Order has been raised using the Priority 1 setting and Forced Allocations is not in use no Stock Allocation record is automatically produced by the posting. As a result, the Suggested Delivery Quantity field when progressing the order to a Delivery or Invoice will default to 0. Each line quantity can be overridden if necessary to fulfil the Delivery.
To allow the quantity on the Suggested Delivery form to default to the line quantity (or the available quantity) the User is required to run the Allocation process on Order lines that are not 0 Priority and if necessary run the Picking routine prior to the progression.
Considerations for users
• Should they be raising Priority 1 Orders?
• Is it feasible to edit the lines on an existing Order to be Priority 0 – this will allocate the Free Stock amount and make the Suggested Quantity on the Delivery/Invoice form default to the Free Stock Quantity.
Proposed Solution
We will be providing a parameter in the SOP Set Options form that will allow users to decide whether they want to work with the new tighter control on stock availability or work as per versions prior to Opera II 6.83.10 (Opera 3 v01.00.10).
Implementation
The following changes are relevant to both Opera II and Opera 3 and for both the VFP and SQL product variants:
Add a new logical field to the IPARM table called ip_ovrallc
The field will be displayed on the Advanced Options Page of the SOP Set Options form and labelled ‘Suggest allocated or picked quantities’ and positioned underneath the ‘Allocate 0 Priority Forward Transactions’ checkbox.
Validation
• After running UDS, the field will be visible on the SOP Set Options form and defaults to false.
• The field is only relevant when SOP is activated. Disable the check (as unticked) if the Invoicing is used.
• The field is only relevant when Stock is activated. If SOP is active but Product File is in use then the checkbox should be disabled.
• Ticking the checkbox should ensure that the software works in the same way as Opera II 6.83.10 and later.
• Leaving the checkbox unticked should ensure that the software works as in Opera II 6.83.00 and previous.
