Allocating the POS order

You can navigate to Customer Order list page and view the order lines. For more information see Creating a POS Order
  1. Specify the M3 customer order number (from CRM sales order’s External ID field) in the Customer Order number field on the Customer Order list page to view the POS order details.
  2. Right-click the order line and select Allocation.
  3. Specify the quantity in the Alloc qty field and press Enter. The Allocation page is displayed.
  4. Click Next on the Allocation page and close the form. The status of the order line is updated.
  5. Close the Allocation page to go to OIS300 page.
  6. Select the required Customer Order. The Customer Order page is displayed.
  7. Right-click the record and select the Delivery Toolbox on the Customer Order page. The Delivery Open Toolbox page is displayed.
  8. Right-click the Delivery line and click Release Allocation on the Related menu. Click Refresh to view the updated status of RIA field.
  9. Right-click the Delivery line and click Release Picking on the Related menu. Click Refresh to view the updated status of RIP field.
  10. Right-click the Delivery line and click Picking Lists on the Related menu. The Picking list page is displayed.
  11. Right-click the Delivery line and click Pick and Pack on the Related menu. The Picking List page is displayed.
  12. Click Next on the Picking List page. PiS status is updated.
  13. Close the Picking List page to go to OIS300 page.
  14. Verify the status of the order. The status is updated. Invoicing the POS order Invoicing the POS order