Backorder Processing (BOP) is the mass processing of orders in batch mode, where order confirmations are changed to accommodate business priorities and changes in the demand/supply situation of your order fulfillment process.
Requirement segmentation, classification and prioritization by choosing from different confirmation strategies
Sophisticated yet easy-to-use tool for requirement filtering
Wide range of extensible, pre-delivered characteristics for filter definition
Fallback variants for automated exception handling
Monitor for checking processing status and final results
How to set up backorder processing
Each of the following apps allows you to configure a specific step prior to running backorder processing or to monitor the results of a completed backorder processing run:
Segments in backorder processing are used to define the filter criteria for selecting requirements and sorting them accordingly. A filter can consist of inclusion as well as exclusion conditions and can be configured to use relative date operators to specify timeframes or dates relative to the filter execution timepoint. Furthermore, the app comes with a simulation capability to identify, prior to execution, exactly those requirements which would be filtered according to the segment’s definition.
If a sorting sequence that does not follow simple alphanumeric sorting is required, you can use the Custom BOP Sorting app to define it. The defined custom sort sequence can be used seamlessly within a segment.
Multiple segments can be defined and used within one or several variants, according to your business needs.The variant defines how the requirements selected by the segments are combined and checked in the run.
It is possible to assign a segment to one of six confirmation strategies – Win, Gain, Redistribute, Improve, Fill, Lose – each serving a specific purpose. Confirmation strategy Redistribute, for example, allows the redistribution of confirmations according to the requirements sorting within that strategy. An optional global segment can be defined to restrict the selection of the entire variant.
Assigning multiple segments to a single confirmation strategy can help you achieve a segmentation of requirements including their own sorting.
The confirmation strategies Win and Gain can be used for the most important requirements which must be confirmed fully (Win) or whose previous confirmation (Gain) may, at the very least, not be worsened. If the availability situation prevents this, the run ends with an exception. Exceptions can be handled automatically by assigning a fallback variant to ensure that customer promises can be fulfilled: the fallback variant may, for example, include further requirements which may grab confirmations from similar stock transport orders or other customer orders which are of lower priority.
After the variant is configure and saved, it can be run directly in simulative or non-simulative mode.If the variant is to be scheduled on a regular basis (for example, once a day), the Schedule BOP Run app can be used.
How to find the results of backorder processing runs
Once a backorder processing run has started, it can be monitored in the Monitor BOP Run app. The app displays the processing status (for example, Completed, Processing Issues, No Processing Issues, Confirmation Re-calculation) as well as general information such as the number of processed requirements and the overall confirmation rate. In addition, you can drill down into the requirements and see how confirmations have changed within the run.