Using batch allocation

  1. Select Warehouse Batch Allocation.
  2. Specify this information:
    Company
    Select the company.
    Location
    Select the location from which the inventory is taken.
    Through Allocate Date
    Select an end date to allocate those documents on or before this date that meet the other criteria specified on this program.
    Document Source
    Select the source where the documents originated.
    Order Type
    Select the order type for the inventory.
    Future Days
    If you specify future days, you initiate the attempted allocation of future order lines.
    Deallocate Option
    Select whether to deallocate and allocate inventory. You can only deallocate inventory if you have not printed pick lists and the allocation has not been confirmed in Inventoried Allocation.
    Allocate Backorders
    Select whether to allocate backorders for all documents or only released documents.
    Fill percent Orders or Fill percent Requisitions
    To partially allocate orders, select a fill percentage in either of these fields.
  3. To partially allocate orders, specify the document numbers in the Document field. Specify this information in the Filter section:
    Requesting Location
    Select the requesting location for partial allocation.
    Customer
    Specify the customer for partial allocation.
    Item
    Select an item for partial allocation.
  4. In the Report Distribution section, select distribution lists and export types for these reports:
    • Warehouse Batch Allocation Report
    • Warehouse Batch Allocation Error
  5. Click Submit.