Out of Stock Management¶

There is a form called ‘Out Of Stock Management’.
This shows a list of all out of stock detail lines. The following fields are displayed: Order number, order date, operator, stock code, stock description, when due back in stock (promised date), Update From Purchasing, Customer contacted, Follow Up Contact.
It is also possible to enter text in the last three fields.
There is a new menu option for this in ‘Order Processing’ called ‘Out Of Stock Management’, which also has a menu permission in Administration > Users.
This form only includes orders that are out of stock.
It does not look at quotes or cancelled orders or credit notes.

Please check the WIKI page for an example.
And the additional functionality such as Fabric OOS BIS.

It is possible to view the bill of materials from this form (via a button) and flag the specific stock item that is out of stock.

When the form is displayed, the fabric code and description are not shown until the BOM form has been updated.
When displaying the BOM only one item can be flagged as OOS, which will then fill the fabric code form on the main form.
We have removed the ‘Stock Items’ and ‘Dimension Calculations’ button from the BOM form.

Out Of Stock Functionality

We have made a number of improvements to the ‘Out Of Stock’ process.
There is a system table for ‘OOS Action Outcomes’.
There is a ‘Stock Warning Action’ form.
The ‘Action Outcome’ defaults to blank and looks up the new ‘OOS Action Outcomes’ system table.
Users are unable to submit the form until the Action Outcome is completed.
The BOM button performs the same function as the existing BOM button on the ‘Out of Stock Management’ form.
This allows users to flag the relevant BOM item as they complete the action form.

The ‘OOS Action’ button has been added to the following forms:
Order Processing > Orders > Order Amend Enquiry. Button Visibility must be switched on.
Order Processing > Quotations > Quotation Amend Enquiry. Button Visibility must be switched on.
Order Processing > Orders > Window Blind Amend). Located beside ‘Optimisation’, for both Orders and Quotations. Advanced permission must be switched on.
Orders > Out of Stock Management.

Window Blind Amend – Orders Tab.

A checkbox has been added at the bottom right section for OOS Warning’. This field is for display purposes only and is not editable.
Window Blind Amend – Blind Details Tab.
A new column called ‘Stock Warning’ has been added in the detail line list between ‘Total’ and ‘Out of Stock’.
Order Amend Enquiry.
A column choice has been added for ‘OOS Warning’.
Out of Stock Management.
The role of this form has changed slightly. It has three filters:
Stock Warning List (All orders where [Order].[OOS_Warning] is flagged.
Out of Stock List (All orders that are flagged as OOS by production.
Over 3 weeks (All orders either flagged as OOS by production or that have an OOS Warning flagged and where the promised date is three weeks ahead of the order date)
Purchasing notes button remain. The Sales notes button has been replaced with a button for the ‘Stock Warning Action’ form.
‘Customer Contacted’ and ‘Follow up contact’ have been removed.
Columns have been added for OOS flag from order header. Also [OOS_Warning], [OOS_Actioned_By], [OOS_Actioned_Date] and [OOS Action_Outcome] columns from [order] table.

The OOS Management Form now works with the ‘Stock Warning List’ filter.
This displays only orders where the is OOS Warning field is ticked in the header.
Previously it was not displaying stock warning records at all.