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- Access the Logistics module.
- Click Logistics Maintenance.
- In the Filter section at the top of the screen, specify a Ship Date.
- Optionally, use the other options to select a range of Ship Dates using the From/To fields, or search by a Customer.
- Click Retrieve.
- Select an Order by clicking the row in the grid.
- Right click on the Order and select Allocate.
- Select an Order Line from the left hand column.
The Inventory Lines grid will update with available inventory based upon the "Allocation as of Date" option in the ribbon bar. - Optional: To back date an Inventory Allocation, specify an Allocation as of Date then click Retrieve. The Inventory Lines grid will update accordingly.
- Select an Inventory Line from the grid.
- Specify an Allocated Units or Allocated Pack value.
Click Save. - Repeat step #8 to #11 as necessary for each Order Line.
- Click Save.
- When complete, click Close to return to the Logistics Maintenance screen.
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