Batch allocation

This procedure outlines the process for allocating inventory using the batch method. Use batch allocation if your company is setup to allocate in batch, if you are allocating backorders, de-allocating inventory, or allocating inventory to future order lines.

Procedure flow: Allocating inventory in batch

Follow these steps to allocate inventory in batch:

  1. Access Batch Allocation (WH110).
  2. Select the company and location in the Company and Location fields.
  3. Select allocation options by selecting the Main tab. Use these guidelines to specify the field values:
    Through Allocate Date

    Select a cutoff date to allocate documents created on or before this date.

    Order Type

    Select an order type to limit the type of customer orders that WH110 will allocate (this option is only available with the OE document source).

    If multiple orders are specified, then only those orders with the order type specified are processed.

    Allocate Backorders

    If you want to allocate backorders, then select Yes.

    Note: For Infor Process Automation users, a service is available that notifies the warehouse manager that an order line was backordered.
    Deallocate Option

    If you want to undo previous allocations, then select Yes. When you deallocate, you can reallocate based on the method you set up, either date or priority.

    Note: You can only deallocate inventory if you have not printed pick lists and you have not changed the allocation on Inventoried Allocation (WH20.1).
    Future Days

    If you want to attempt to allocate future order lines, then specify the number of Future Days to look forward. Generally, 1 future day is specified.

    Fill Percent Orders or Fill Percent Requisitions

    If you have insufficient stock to fill orders and you want to partially allocate orders, then select a maximum percentage of items to fill on an order or requisition.

  4. Set filtering options to determine what is to be allocated by selecting the Filter tab. Use these guidelines to specify the field values:
    Document

    Select the document number(s) to be allocated.

    Requesting Location

    Select a requesting location whose items you want to be allocated.

    Location List

    Select an requesting location attribute list to allocate items belonging to that location.

    Note: You can specify a requesting location or location list, but not both.
    Customer

    Select an Accounts Receivable customer whose items you want to allocate.

    Customer List

    Select a customer attribute list to allocate items for customers belonging to that list.

    Note: You can specify a customer or customer list, but not both.
    Item

    Select the item that you want to be allocated.

    Item List

    Select an item attribute list to allocate items belonging to that list.

    Note: You can specify an item or item list, but not both.
  5. Select the Add form action.
  6. Submit the job.