What is the Allocations Process?

Your system can be set up so that items are allocated from the inventory manually or automatically when a sales order or movement order is raised. It can also be set up so that allocation takes place by a certain stage in the sales or movement process. These settings are held in the sales type and movement type records, and in the Inventory Business Setup. Allocation will not take place if there are not enough receipts to cover the issues.

If Automatic Allocations are in place the system automatically allocates items ordered to items held in the inventory.

If Manual Allocations are in place use the Manual Inventory Allocations form which enables you to carry out the allocation process depending on your operator permissions.