Configuring Allocate Release Transaction Parameters

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

  1. Go to Transaction Set Maintenance form > Transaction Name > Allocate Release.
  2. Select Fill Warehouse checkbox to pre-fill the warehouse on the transaction with the warehouse assigned to the user.
    Note: 
    • You can change this warehouse for a specific transaction if required.
    • If you are configuring parameters that only applicable for a specific warehouse, the same warehouse is displayed in the Warehouse field.
    • If you are configuring general parameters, which are applicable by default in the application, the Warehouse field is unspecified and unavailable.
  3. Select Successful Message checkbox to display a success message when the transaction is successfully completed.
  4. Select a Default Order Type for this transaction from the available values.
    Note: You can change this value.
  5. Configure these order type-specific parameters on the Order Type Parameters tab, in the Parameter and Value columns:
    Cart Location
    The cart location to which to transfer items at the time of picking.
    Show Inventory List after Partial Pick
    Select this checkbox if the list of inventory must be displayed after a partial pick is performed.
    Outbound Run Number
    The default number for outbound runs.
    Release Outbound
    Select this checkbox to release the outbound allocation when items are picked.
    Over Picking Allowed (Sales, Transfer, Production only)
    Select this checkbox to allow users to pick more than the required quantity, in compliance with standard Infor LN tolerance limits.
    Stage Location
    The staging location for items that are picked.
    Input Zone
    Select this checkbox to allow users to filter the pick list by zone.
    No of Lines to Display
    The number of order lines to be displayed.
    Prefill Handling Unit Quantities
    Select this checkbox if a picked HU must be pre-filled in the Quantity field automatically.
    Prefill non-Handling Unit Quantities
    Select this checkbox if a picked line must be automatically pre-filled when a HU is not picked.
    Display Item Number
    Select this checkbox to display the number of the item that is picked.
    Scan Item Number
    Select this checkbox to require the user to scan the item number. If the scanned item number does not match the item number on the inventory line, the application displays an error message.
    Display Location
    Select this checkbox to display the location of the item being picked.
    Scan Location
    Select this checkbox to require the user to scan the location. If the scanned location does not match the location on the inventory line, the application displays an error message.
    Change Location
    Select this checkbox to allow users to pick items from a location that is different from that on the inventory line. If you select this checkbox, this parameter overrides the Scan Location parameter.
    Display Lot Number
    Select this checkbox to display the lot number of the item that is picked.
    Scan Lot Number
    Select this checkbox to scan the lot number. If the scanned lot number does not match the lot number on the inventory line, the application displays an error message.
    Change Lot Number
    Select this checkbox to allow users to pick items with a lot number that is different from that on the inventory line. If you select this checkbox, this parameter overrides the Scan Lot Number parameter.
    Display Handling Unit
    Select this checkbox to display the handling unit assigned to the item that is picked.
    Scan Handling Unit
    Select this checkbox to require the user to scan the handling unit. If the scanned handling unit does not match the handling unit on the inventory line, the application displays an error message.
    Change Handling Unit
    Select this checkbox to allow users to pick items assigned to a handling unit that is different from that on the inventory line. If you select this checkbox, this parameter overrides the Scan Handling Unit parameter.
    Display Date
    Select this checkbox to display the inventory date of the item that is picked.
    Scan Date
    Select this checkbox to require the user to scan the inventory date. If the scanned inventory date does not match the inventory date on the inventory line, the application displays an error message.
    Change Inventory Date
    Select this checkbox to allow users to pick items with an inventory date that is different from that on the inventory line. If you select this checkbox, this parameter overrides the Scan Date parameter.
    List by Work Center (Production only)
    Select this checkbox to display open lines for the specified work center or order number range.
    Enter Single Order Only
    Select this checkbox if a range of orders is not required.
    Match Handling Units
    Select this checkbox if the picked Handling Unit must be matched with an existing shipment HU.
    Pick and Pack
    Select this checkbox if the operator is allowed to build a 2-level Handling Unit structure when picking a Handling Unit.
    Shipment is Run Number
    Select this checkbox if the shipment number must be used for the outbound run number.
  6. Select Label Print Parameters to configure label printing parameters for this transaction on the Order Type Parameters tab. See Configuring Label Printing Settings for Specific Transactions, Warehouses, and Order Types for more information.
  7. Specify this information for each order type on the Order Types tab:
    Enabled
    Select this checkbox to allow this order type to be used in this transaction.
    Specific Parameters
    Select this checkbox to use order-specific parameter settings for this order type. Clear this checkbox to use the default parameter settings for this order type.
  8. Click Save