Online allocation

This procedure outlines the process for changing existing allocation amounts or allocating inventory using the online method. Details on batch allocation are found elsewhere in this user guide. See Batch allocation.

Procedure flow: Allocating inventory online

Follow these steps to allocate inventory online:

  1. Access the appropriate form:
    To Access
    Adjust inventory allocations Inventoried Allocation (WH20.1)
    Adjust allocation for non-stock and special items Nonstock and Special Allocation (WH20.2)
    Adjust inventory allocations for items that are tracked by bin Bin Allocation (WH20.3)
    Adjust inventory allocations for items that are tracked by lot Lot Allocation (WH20.4)
    Adjust inventory allocations for items that are tracked by serial number Serial Allocation (WH20.5)
    Adjust inventory allocations for items that are sold by multiple units of measure UOM Allocation (WH20.6)
  2. Refer to the quantities at the top of each form to determine quantities that are available to allocate.
  3. Specify an allocation priority number to assign to the item for this document line. The priority determines which document line gets the first option on available inventory.
    Note: Infor Process Automation users have a service available that notifies the warehouse manager if the allocation priority for warehouse demand was changed. An additional service is available to indicate that an order line has been backordered. For information, see the LPA Services for Infor Lawson Reference Guide.
  4. If you are using WH20.1, then select Yes in the Firm field if the allocation is firm.
    Note: If you select Yes in the Firm field, then you cannot deallocate this item later using Batch Allocation (WH110).
  5. Select the Change form action.