Configuring Allocate Release Transaction Parameters

Use the Transaction Set Maintenance form to configure parameters for the Allocate Release transaction.

Open the Transaction Set Maintenance form. If you are configuring parameters that only apply for a specific warehouse, that warehouse is displayed in theWarehouse field. If you are configuring general parameters, which apply by default throughout the application, the Warehouse field is blank and unavailable.
In the Transaction Name column, select Allocate Release.
Specify this information:

Fill Warehouse

Select this check box to pre-fill the warehouse on the transaction with the warehouse assigned to the user. The user can change this warehouse for a specific transaction if needed.

Successful Message

Select this check box to show a success message when the transaction is successfully completed.

Default Order Type

Select a default order type for this transaction. The user can change this value.
On the Order Type Parameters tab, in the Parameter and Value columns, configure these order type-specific parameters:

Cart Location

Specify a cart location to which to transfer items at the time of picking.

Outbound Run Number

Specify a default number for outbound runs.

Release Outbound

Select this check box to release the outbound allocation when items are picked.

Over Picking Allowed (Sales, Transfer, Production only)

Select this check box to allow users to pick more than the required quantity, in compliance with standard ERP LN tolerance limits.

Stage Location

Specify a staging location for items that have been picked.

Input Zone

Select this check box to allow users to filter the pick list by zone.

Display Item Number

Select this check box to display the number of the item being picked.

Scan Item Number

Select this check box to require the user to scan the item number. If the scanned item number does not match the item number on the inventory line, an error message is displayed.

Display Location

Select this check box to display the location of the item being picked.

Scan Location

Select this check box to require the user to scan the location. If the scanned location does not match the location on the inventory line, an error message is displayed.

Change Location

Select this check box to allow users to pick items from a location that is different from that on the inventory line. If you select this check box, this parameter will override the Scan Location parameter.

Display Lot Number

Select this check box to display the lot number of the item being picked.

Scan Lot Number

Select this check box to require the user to scan the lot number. If the scanned lot number does not match the lot number on the inventory line, an error message is displayed.

Change Lot Number

Select this check box to allow users to pick items with a lot number that is different from that on the inventory line. If you select this check box, this parameter will override the Scan Lot Number parameter.

Display Handling Unit

Select this check box to display the handling unit assigned to the item being picked.

Scan Handling Unit

Select this check box to require the user to scan the handling unit. If the scanned handling unit does not match the handling unit on the inventory line, an error message is displayed.

Change Handling Unit

Select this check box to allow users to pick items assigned to a handling unit that is different from that on the inventory line. If you select this check box, this parameter will override the Scan Handling Unit parameter.

Display Date

Select this check box to display the inventory date of the item being picked.

Scan Date

Select this check box to require the user to scan the inventory date. If the scanned inventory date does not match the inventory date on the inventory line, an error message is displayed.

Change Inventory Date

Select this check box to allow users to pick items with an inventory date that is different from that on the inventory line. If you select this check box, this parameter will override the Scan Date parameter.

Match Handling Units

Select this checkbox if the picked Handling Unit must be matched with an existing shipment HU.

List by Work Center (Production only)

Select this check box to display open lines for the specified work center or order number range.
Optionally, on the Order Type Parameters tab, select Label Print Parameters to configure label printing parameters for this transaction. See Configuring Label Printing Settings for Specific Transactions, Warehouses, and Order Types for more information.
On the Order Types tab, specify this information for each order type:

Enabled

Select this check box to allow this order type to be used in this transaction.

Specific Parameters

Select this check box to use order-specific parameter settings for this order type. Clear this check box to use the default parameter settings for this order type.
Click Save