Manually Deallocate Inventory

Deallocation of Inventory is used to remove the allocation of inventory on a specific Order Line.

Note: The deallocation process described below can only be completed if the Order has NOT been Ship Released and/or Invoiced.
If the Order has been Invoiced and has not been Registered, please follow the steps to Reverse an Invoice here: Reverse Invoices
If the Order has been Invoiced and it has been Registered, you will need to manually create Adjustment Entries for a Credit Memo and manually re-create the Inventory through a Direct Receipt.

Pre-Requisites

1. Customer Orders

2. Inventory

Step-by-step guide

1. Access the Logistics module.
   
   
   

2. Click Logistics Maintenance.
   
   
   

3. In the Filter section at the top of the screen, specify a Ship Date.
   
   
   

4. Optionally, use the other options to select a range of Ship Dates using the From/To fields, or search by a Customer.
   
   
   

5. Click Retrieve.
   
   
   

6. Select an Order by clicking the row in the grid.
   
   
   

7. Right click on the Order and select Allocate.
   
   
   

8. Select an Order Line in the top grid of the form.
   
   
   

9. Click De-Allocate.
   
   
   

10. Select the Inventory / Order Line you wish to De-Allocate from the top grid of the form.
    
    
    

11. Click De-Allocate. 
     

12. Click Close.
      

13. Repeat step #8 to #12 as necessary for each Order Line. 
    
    
    

14. When complete, click Close to return to the Logistics Maintenance screen.