Inventory allocation work flow

This work flow shows the manual inventory allocation work flow.

  1. Warehouse and products are set up in the system. These values are defined:
    • Reservation Leeway in Product Warehouse Description Setup.
    • Reservation and Leeway in Product Warehouse Product Setup. Use the Mass Update function in Product Exception Center Administration to simultaneously update the fields for all products.
  2. Transactions are entered in Sales Order Entry and Transfer Entry. The shipped amounts are automatically allocated, based on these values:
    • Order’s Promise Date
    • Pending receipts of material
    • Other orders in the system
    • Reservation Type and Reservation Leeway value of products being ordered
  3. Optionally, product are re-allocated.

    Sales orders and transfer can be adjusted manually in Product Reallocation Entry to orders through the picked stage.

  4. Pick tickets are printed.

    Products that are delayed print on a pick ticket after the associated order meets the appropriate print criteria. Quantities that are to be picked from PO or WT receipts are indicated on the pick ticket, in addition to the total quantity shipped

  5. Optionally, pre-receiving is performed.
  6. Receiving is performed.
  7. Shipping feedback is run.
  8. Adjustments are made to an order’s shipped quantities, total picked from inventory and PO/WT receipts.

    If the On Hand amount in Product Warehouse Product Setup does not cover the quantity being shipped on the line for products having a Reservation Type of Against Receipts or Always in Transfer Shipping Feedback Entry, an error message is displayed. It indicates that PO/WT receiving must be performed before shipping can continue.

  9. Orders are invoiced.

    Orders are invoiced if the On Hand amount in Product Warehouse Product Setup does not cover the quantity invoiced for products with a Reservation Type of Against Receipts or Always.

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