10.2.5. Distribution Lists

SocrateCloud allows you to distribute product quantities based on a list of business partners, using specific percentages. Also minimum quantities can be defined, specifically for each business partner or for all the business partners in the list.

Distribution lists are made of two entities:

• Distribution List - the list of business partners and their associated percentages and minimum quantities

• Distribution Run - the products that will be distributed, their quantity, the distribution list used and the document type that will be created. based on the distribution run orders can be generated;

Defining the Lists

The first step in the distribution process is defining a distribution list. The Distribution List window, located in the Quote-to-Invoice -> Sales Order menu, is used to manage lists. The following fields are available:

• Total Ratio - indicates the sum of the ratios entered in the Distribution Line tab. The value in this field can be less than 100%;

The Distribution Line tab is used to define the business partners from the list and their corresponding ratios and minimum quantities. The following fields are available:

• Customer, Location - will be used on the order generated based on this distribution line;

• Ratio - percentage of the total quantity, distributed to the business partner;

• Minimum Quantity - minimum quantity that will be distributed to this business partner, regardless of the ratio used;

Distribution Run

The distribution run links a distribution list to a product, quantity and document type with the purpose of generating sales orders. The Distribution Run window, located in the Quote-to-Invoice -> Sales Orders menu, is used to manage distribution runs. The following fields are available:

• Create Single Order - if checked, based on this run a single order will be created, regardless of the business partners on the distribution list. The Business Partner and Partner Location fields will be displayed and their values will be used on the order;

• Create Orders button - press after entering the distribution run lines to generate orders;

The Line tab is used to define the products that will be distributed and their quantities. The following fields are available:

• Distribution List - the distribution list used, which will determine the business partners and their corresponding percentage and minimum quantity;

• Product - the product that will be distributed

• Minimum Quantity - the minimum quantity for this product that can be distributed to each business partner in the list;

• Total Quantity - the product quantity that will be distributed;

Generating Orders

The Generate order button in the Distribution Run window opens a process used to generate orders based on the distribution run. The process can be run without generating orders, in order to verify the distribution. Before running the process you can specify the following parameters:

• Document Type, Date Promised - document type and date used for the generated orders;

• Test - if checked, no orders will be generated and in the Log section, the distribution run results will be displayed:

Observations

• An order will be generated for every business partner on the distribution lists selected on distribution run details;

• If on the distribution run Create Single Order is checked, a single order will be created for all the products and total quantities, using the business partner selected on the Distribution Run window;

• When using minimum quantities, the total quantity must be greater or equal to the sum of minimum quantities for each business partner on the list;

• When minimum quantities are defined on both the distribution list and distribution run line, the largest value will be used;

• The quantities used on orders will be rounded using the rules defined for the unit of measure;

• If any distribution line contains errors, no orders will be generated for any line;

• Due to rounding the the resulted quantity may be different than expected.