Accolent ERP distinguishes between current orders and Future Orders. Unlike current orders, Future Orders do not allocate inventory. To create a Future Order first specify in the system configurations the number of days in the future (e.g., 5 days) an order needs to be dated to constitute a Future Order. Once this setting is saved, create an order. If the order date is further out than the number of days specified, the order will automatically become a Future Order. Each day the system tests all Future Order dates against the current system date. When a Future Order date is less than or equal to the number of days specified, the Future Order will be moved to a current order and inventory allocated against it.

Specify Number of Days out for Future Orders

• Go to Settings > System Configuration > ID 77 – Future Order to Order.
• Enter desired setting as an integer number of days (e.g., 5 days) and Save.

• This setting means that:
  • An order entered with a date > 5 days out will be saved as a Future Order; and
  • A Future Order with a date ≤ 5 days out will be moved back to a current order.
• The system tests Future Order dates every night automatically.

Create a Future Order

• The Inventory Status screen for product I102P-1.50 has a QOH (Quantity on Hand) of 12.00, and Q-Avail (Quantity Available) of 12.00.
• Note that Q-Order (Quantity on Order) is 0.00 and Q-Future (Quantity on Future Orders) is also 0.00.

• On 5/17/25, create order 78855 with an order date of 5/26/25 for 2 EA of I102P-1.50 and Save.
• Also, on 5/17/25 create order 78856 with an order date of 5/23/25 for several products including 1 EA of I102P-1.50 and Save.
• Since both orders 78855 and 78856 are more than 5 days out, they will both automatically be saved as a Future Orders.

• The Inventory Status screen for product I102P-1.50 doesn’t reflect the order quantity of 3 EA in Q-Order but does show a quantity of 3 EA under Q-Future.

• Order 78856 was moved to a current order and inventory was allocated on 5/18/25 (i.e., 5 days prior to the order date of 5/23/25).
• Order 78855 will remain as a Future Order until 5/21/25 (i.e., 5 days prior to the order date of 5/26/25).

• Inventory was allocated on order 78856 but not 78855.

Force-Process a Future Order

• Order 78855 is still a Future Order and may be force-processed to an order.

• Click on the Order No hyperlink to force-process order 78855.
• Select the line item(s) to force-process and click on Move to Order.

• Creates order 78855 with current date 5/20/25 for the items moved.

• Now inventory is allocated for 78855.