Allocating batches

Select .

Select a Company and Location.

In the Main section, specify this information:

Thru Allocate Date

Specify a cutoff date to allocate documents that are created on or before this date.

Document Source

Select the value indicating the Infor system from which the document originates.

Order Type

Select an order type to limit the type of customer orders. This option is only available with the Order Entry document source. If multiple orders are defined, then only those orders with an order type are processed.

Allocate Backorders

Select All Documents to allocated both unreleased and released documents.

Select Yes Released Documents Only to allocate released documents only.

Select No to not allocate backorders.

Note: For Process Automation users, a service is available to notify the warehouse manager that an order line is backordered.

Deallocate Option

Select whether to undo previous allocations. When you deallocate, you can reallocate based on the method you set up by date or priority.

Note: You can only deallocate inventory if pick lists have not been created and the allocation on Inventoried Allocation has not changed.

Future Days

To attempt to allocate future order lines, specify the number of days in the future to attempt allocation. Generally, one future day is specified.

Fill Percent Orders or Fill Percent Requisitions

To partially allocate orders if you have insufficient stock, select a maximum percentage of items to fill in an order or requisition.

Use the Filter section to narrow the results. Specify this information:

Document: You can specify ranges of document numbers.
Requesting Location: You can select a requesting location.
Customer: You can select a receivables customer.
Item: You can select an item.

In the Report Distribution section, select a distribution list and export type for these reports:

Warehouse Batch Allocation Report
Warehouse Batch Allocation Error

Click Submit.