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How do I set ATS rules for order creation?

Here’s a guide to configuring DigitBridge to validate order quantities based on real-time availability.

In DigitBridge, you can set order validation rules based on how much stock is available—ensuring users don’t accidentally oversell products or create unfulfillable invoices. This is done through the System Parameter Setup screen in ERP.

Step 1: Navigate to the system parameter settings

  • Go to Admin Tools > System Settings > System Parameter Setup.

  • Click into the SO & Invoice tab.

  • Scroll down to the Invoice section.

Step 2: Choose your validation method

Locate the setting called Validate Order Qty and Invoice Qty By. You’ll see a dropdown menu with the following options:

  • In Stock: The actual quantity on hand.

  • ATS (Available to Sell): On-hand quantity minus any items on open sales orders.

  • Projected: ATS + quantities from open purchase orders.

Select the option that aligns with how your business wants to manage stock visibility during order creation and invoicing.

Step 3: Choose your enforcement level

Next to the validation dropdown (Exceeded Qty ==>), choose what happens if a user tries to create or invoice an order for more units than the selected threshold allows:

  • Allow – No warnings or restrictions.

  • Warning – A message appears, but users can proceed.

  • Not Allow – The system blocks the action until the quantity is adjusted.

Step 4: Save and re-login

Once you've configured your settings:

  • Click Save.

  • Click Yes.

  • Log out of ERP and log back in for the changes to take effect.

These rules help protect your inventory integrity and ensure team members are aligned with fulfillment capabilities.

Examples

Allow

Allowing users to move forward even if the quantity is greater than what is available will result in no change to the order/invoicing process whatsoever.

Warning

If the quantity is greater than what is available, the Order Qty will be outlined in orange, and a warning will appear in the upper-right corner. The user will be allowed to proceed, however.

Not Allow

If you elected not to allow this action, you will receive the following error message in the upper-right corner and cannot proceed with adding this item at this quantity to your order/invoice.