Manual Inventory Allocations form - Actions

  1. To carry out one of the following actions for the order line select it from the Action menu within the Manual Inventory Allocations form.
  2. Specify this information:
    Assign Serial Numbers
    Issue Details
    If you have partially allocated and invoiced a line, the original line shown on the Order Line Details grid is split into two or more lines. In this case you must select the relevant line before carrying out the allocation. After completing the allocation process for an order line, if you want to carry out an allocation for a different order line you must select the Issue Details action. This returns you to the Order Line Details grid so you can make your selection.
    Refresh
    This refreshes the available receipts available. Other users may be creating movements or processing allocations at the same time as you, so you need to use this action in order to have the latest information displayed.
    Extract Receipts Analysis
    This displays relevant analysis information for the line.
    Selection Criteria

    This displays the Manual Inventory Allocation Select Receipts form which enables you to define search criteria for available receipts. Check the box or boxes you want to include in your selection. From the Action menu select OK to apply this criteria and return to the Manual Inventory Allocations form.

    Options are:

    Selections:

    • Include Locked Locations
    • Include Projected Inventory
    • Include Quarantined
    • Outside Allocation Horizon
    • Include Expired
    • Include Warehouse Groups
    • Include All Warehouses
    • Specified Location - Available only when Manual Inventory Allocations has been called from Inventory Pick Confirmation or Inventory Dispatch Confirmation.
    • Location Id - Enter the required Location Id if you have checked the Specified Location box.

    Additional checks:

    • Override Characteristics
    • Override Batch Uniformity
    • Override Batch Status Criteria - if this is checked, all batches are displayed, regardless of status; if it is not checked, only open batches are displayed.
    • Exclude Reserved.
    Extract Alternative

    This displays the Manual Inventory Allocation Select Alt Item form which enables you to specify an alternative item to allocate against the order line. The alternative item must already have been assigned to the item in the item master. The form contains the original item details, such as item code and description. It also contains the alternative item details as defined in the item master, such as item code, description, priority if there is more than one alternative; and conversion factor if the units of measure are not the same.

    To accept an alternative item, highlight the required alternative item line. From the Action menu select OK. You are returned to the Manual Inventory Allocations form. The alternative item details are shown in the Header fields and in the Available Receipts section.

    You can revert to the original item. From the Action menu in the Manual Inventory Allocation Select Alt Item form, select Revert to Original. You are returned to the Manual Inventory Allocations form. The original item details are shown in the Header fields and in the Available Receipts section.

    Note:  You cannot use the Alternative Item function if the order line has been partially allocated against the original item.
    Order Line Characteristics
    This displays the relevant characteristics for the item as defined in the item master.
    Order Line Analysis
    This displays the relevant analysis information for the line.
    Receipt Costs
    This displays the receipt costs for the line.
    Receipt Cost Analysis
    This displays the relevant analysis information for the receipt costs.
    Create Serial Numbers
    If theiItem is serialized this enables you to create serial numbers.
    Assign Batch Number
    This displays the Manual Inventory Allocation Enter Batch Number form which enables you to assign a batch number for the line. The batch reference number must have previously been set up using Batch Reference Setup (BRS).
    Allocate
    Select this option when you are satisfied that the allocation can be made.
    Note: The method for allocating items depends on whether or not the item is serialized as defined in the Item Master.
  3. Save your changes.
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