Allocation of Inventory is used to assign a specific line of inventory to a specific order line.
Pre-Requisites
Step-by-step guide
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
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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
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grid.
Specify an Allocated Units or Allocated
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Pack value.
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Repeat step #8 to
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#11 as necessary for each Order Line.
Click Save.
When complete, click Close to return to the Logistics Maintenance screen.
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| Info |
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Using the Auto Allocate function on the Logistics Maintenance screen allocates inventory in First In First Out (FIFO) method. |
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