Order Allocation Update

Menu Path: None

To use Order Allocation Update, click the Allocate button in the ribbon or double-click an order in Order Allocation Management.

Purpose

Allocate quantities to sales orders and reservations.

Overview

Use Order Allocation Update to allocate quantities to backordered sales orders and reservations from other orders with allocated quantities.

Ribbon Home Tab Buttons

Button	Description
OK	Click this button to save the allocations and close the Order Allocation Update window. When you click this button, the Question dialog box appears and asks you to confirm the allocation.
Cancel	Click this button to close the Order Allocation Update window.
Reset	Click this button to reset all allocation changes. When you click this button, the Question dialog box appears and asks you to confirm that you want to reset the allocation.
Inventory Matrix	Click this button to display Inventory Matrix Inquiry, which allows you to view detailed inventory information for products.
Customer Inventory Reservations	Click this button to display Customer Inventory Reservation Maintenance, which allows you to reserve product quantities for specific customers, billing customers, or customer divisions before the entry of a sales order. This button is only enabled if you have authorization to access Customer Inventory Reservation Maintenance.

Orders and Inventory Tab Fields and Buttons

Field or Button	Description
Product	These fields display the backordered product code and name.
Location	These fields display the shipping location prefix and name for the backorders.
Open Orders With Allocated Inventory	This grid displays backorders and orders with allocated inventory of the backordered product. Enter the allocation quantities for each order in the Quantity Allocated column. You cannot allocate more than the quantity that you make available to allocate. If you are allowed to allocate inventory from reservations for the product, you can decrease the quantity reserved for an order in the Quantity Reservation Allocated column, then decrease the quantity from the Quantity Allocated column, and increase the quantity for a different order in the Quantity Allocated column. For information on allowing inventory from reservations to be reallocated, see Customer Reservations FAQ. Note When you select a row in this grid, the order is locked from any other process (e.g., pick demand creation). To allow other users to process these orders, you should make allocations as quickly as possible, and close this window. Double-click an order to display Line Items, which allows you to view line item information for the order.
Order Count	This field displays the total number of orders in the Open Orders With Allocated Inventory grid.
Change to Inventory	This field displays the allocation quantity change. This is the total affect of the allocation changes you have entered.
Free Inventory	These fields display the free inventory and unit of measure. The free inventory is the quantity available minus the quantity you are currently in the process of allocating.

Reservations Tab Fields and Buttons

Field or Button	Description
Current Reservations	This grid displays current reservations for the product. If you are authorized to access Customer Inventory Reservation Maintenance, you can change the reserved quantities in the Reserved Quantity column.
Future Reservations	This grid displays future reservations for the product.