Wine Assignment

1. Feature Purpose

Sales Assignment Management lets users plan and monitor the quantity of a wine item that may be sold to specific customers, salespersons, or countries during a given period.

An assignment does not physically reserve inventory; it is a commercial quota. When a sale is entered or posted, the system tracks the consumption of the available quota and preserves the link between the original assignment and the sales that used it.

The feature can be used to:

• distribute the availability of a limited wine product among customers or markets;
• monitor commercial quota consumption by period;
• trace assigned and consumed quantities.

2. Functional Rules

2.1 Assignment Dimensions

Each assignment is identified by the combination of:

• assignment period;
• item and, where applicable, item variant;
• unit of measure;
• assignment recipient: Customer, Salesperson, or Country/Region Code.

2.2 Sales Consumption Priority

When a sales line falls within the validity period of an assignment, the system looks for an available quota in the following order:

1. Customer on the sales document;
2. Salesperson on the sales document;
3. Customer’s Country/Region Code on the sales document.

If no positive assignment is available for the item, variant, recipient, and period, the sale is processed normally and no assignment consumption is created.

2.3 Quota Consumption and Return

• Orders, invoices, and shipments reduce the remaining assigned quantity.
• Credit memos and returns restore previously consumed quantities, where applicable.
• The system applies the consumption against the recipient’s open positive assignments until the required quantity is covered.
• If the quantity to reduce is not available, the system reports that insufficient quantity is available for the recipient and item.

3. Setup and Prerequisites

3.1 Application Setup

There is no dedicated central setup for assignments. The EOS WINE Base app must be enabled, and the user must have the required application permissions.

3.2 Required Master Data

Before working with assignments, the following data must be available:

3.3 Required Configuration: (EWI) Sales Assignment Periods

The first functional configuration step is to create validity periods. For each period, enter:

• No.: period identifier;
• Description: a business description, for example “Italy Campaign 2026”;
• Starting Date and Ending Date: the interval during which sales can consume the assignment.

The period does not automatically create quantities or recipients; it is the time container selected during assignment.

4. Features Available from the Menu

The Sales Assignment Application Entry page is also available contextually through the Show Applied Entries action from (EWI) Sales Assignment Entries.

5. Operating Guide

5.1 Create a Period

1. Open (EWI) Sales Assignment Periods.
2. Create a new record and fill in No., Description, Starting Date, and Ending Date.
3. Verify that the dates cover the commercial period to be controlled.

5.2 Enter Assigned Quantities

1. Open (EWI) Sales Assignment Worksheet.
2. Select the Sales Assignment Period.
3. Select the Item, optional Variant Code, and Unit of Measure.
4. In Show as Lines, choose the working perspective: Customer, Salesperson, Country/Region Code, or a combined view.
5. Optionally set Source Filters to limit the recipients displayed.
6. Use Load Lines to generate the recipient worksheet.
7. For each line, enter Qty. to Assign:
   • a positive quantity creates or increases the quota;
   • a negative quantity reduces the recipient’s existing quota.
8. Review the amounts shown on the line:
   • Assigned Quantity;
   • Consumed Quantity;
   • Remaining Quantity.
9. Use Post to make the changes permanent. Closing the page with unposted quantities to assign displays a warning.

5.3 Review Assignment Usage

Open (EWI) Sales Assignment Entries to review:

• period, item, variant, and recipient involved;
• entry type: positive assignment, negative assignment, or consumption;
• sales document and line that generated the consumption;
• total and remaining quantities;
• open/closed quota status.

From the selected line, use Show Applied Entries to see which positive assignments have been applied to the consumption or return entry.

5.4 Compare Two Campaigns or Products

In (EWI) Sales Assignment Worksheet, you can select a comparison period and item. The worksheet displays, for the same recipients:

• assigned, consumed, and remaining quantities for the main reference;
• assigned, consumed, and remaining quantities for the comparison.

This is an analytical function: it does not create entries for the comparison period or item.

6. Business Examples

Scenario 1 - Customer Quota

For the “Italy Campaign 2026” period, 1,000 bottles of item WINE-A are assigned to customer C10000. When a sales order for 200 bottles is entered or posted, the system creates a consumption of 200 and the remaining quantity becomes 800.

Scenario 2 - Salesperson Quota

There is no assignment for the customer, but there is a quota for the order’s salesperson. The system automatically uses the salesperson’s assignment, provided that the item and order date are within the validity period.

Scenario 3 - Quota Reduction

A user assigned 1,000 bottles but needs to reduce the quota to 700. They enter -300 in Qty. to Assign and use Post. The reduction is allowed only up to the quantity still available, meaning assigned but not yet consumed.

Scenario 4 - Customer Return

A return or credit memo linked to the sale restores the consumed quantity, making it available again in the applied quota.

7. Limits and Operating Considerations

• An assignment is a commercial control, not a physical inventory reservation.
• Periods should be consistent and should not overlap for the same commercial policy; otherwise, selecting the applicable quota may be less clear to users.
• Quota lookup follows the Customer, Salesperson, Country/Region Code priority; configure the most specific level where required.
• A manual reduction cannot exceed the quota that has not yet been consumed.
• The feature applies to item lines; quotes and non-item lines do not participate in consumption.

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