Allocate Inventory

Allocation of Inventory is used to assign a specific line of inventory to a specific order line.

Pre-Requisites

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 in the top grid of the form.
Select an Inventory Location from the middle grid.
Select an Inventory Line from the bottom grid.
Specify an Allocated Quantity.
Click Allocate.
Repeat step #8 to #12 as necessary for each Order Line.
When complete, click Close to return to the Logistics Maintenance screen.

Using the Auto Allocate function on the Logistics Maintenance screen allocates inventory in First In First Out (FIFO) method.