Menu Path: Customer Service Order Options Inventory Reservations Future Receipt Reservation Allocate
Allocate future receipt inventory reservations.
Use Future Receipt Reservation Allocate to allocate inventory that was received into available bins for future receipt reservations.
Note Inventory for a future receipt reservation is automatically allocated when inventory for a purchase order is received to an available bin (unless the future receipt reservation is not associated with a purchase order and is for a date after the date on which inventory is received).
Future receipt reservations are entered in Product Inventory Reservation Maintenance and Customer Inventory Reservation Maintenance. Inventory is allocated based on the priority of the reservation. When inventory is allocated, a reserve now reservation is created.
Note Inventory is only allocated from available bins. Products must be put away into available bins before using Future Receipt Reservation Allocate.
You can select to allocate future receipt reservations for all locations or a selected location, and for all products or selected products.
Note You can use Scheduling Assistant to allocate inventory on a scheduled basis.
To allocate inventory for future receipt reservations that are not associated with a purchase order:
If you only want to allocate inventory for a specific location, clear the All check box, and enter a location prefix or name in the Location Prefix or Location Name field.
If you only want to allocate inventory for a specific product, clear the All check box, and enter a product code or name in the Product Code or Product Name field. You can also click the List button to select multiple products.
Click the Print Options tab, and select output options for the Future Receipt Reservation Allocation Report.
Click the OK button in the ribbon. If inventory is in available bins, the inventory is allocated, and a reserve now reservation is created for the allocated quantity.
Button |
Description |
Exit |
Click this button to close the Future Receipt Reservation Allocate window. |
OK |
Click this button to allocate future receipt reservations for the selected location or all locations. |
Field or Button |
Description |
Select this check box to allocate future receipt reservations for all locations. This check box is selected by default. |
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Enter a location prefix for which to allocate future receipt reservations, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All check box. |
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Enter a location name for which to allocate future receipt reservations, or click the Lookup button to select a location name. This field is only enabled if you clear the All check box. |
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Select this check box to allocate future receipt reservations for all products. This check box is selected by default. |
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Enter a product code for which to allocate future receipt reservations, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box. |
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Enter a product name for which to allocate future receipt reservations, or click the Lookup button to select a product name. This field is only enabled if you clear the All check box. |
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Click this button to display Product List, which enables you to select multiple product for which to allocate future receipt reservations. This button is only enabled if you clear the All check box. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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