Create a sales order allocation proposal for allocated items

Related topics

The following describes how to create a sales order allocation proposal for sales order lines that have been entered for items that have been defined as allocated in the Item file. Sales order allocation proposals are created through the Work with sales order allocation routine. You define the warehouse and, optionally, a combination of other parameters to decide which sales order lines are to be included in the allocation proposal. The proposal will be created based on that information.

Prerequisites
You must have entered at least one sales order line for an allocated item. The line must be at status 20 (for information on status codes, see About sales order entry). If these requirements are not met, the line will not be included on the proposal.

Select the Work with sales order allocation menu item.
On the initial panel, click Add to create a new sales order allocation proposal.
You access Work with sales order allocation, Selection. From this panel, an allocation proposal can be created per warehouse and item. If several items are selected, several proposals will be created under the same sales order allocation number but will be separated by the item and warehouse code. The selections are made per warehouse.

Warehouse: Enter the code of the warehouse from which the goods will be delivered.

Note: The number of sales order lines contained in an allocation proposal can be narrowed down by entering information in a combination of the following fields.

Item: Enter the code of an allocated item. An item is defined as being allocated at warehouse level. The Order allocation field in the Item file/Warehouses panel, must be set to YES.

Responsible
Planner
Dispatch date
Priority code
Order alloc items: Set to YES to denote that only those items that have been defined as order allocated (in the Item file) are to be included in the proposal.

Auto allocation: For the purpose of this example, set this field to YES denoting that the system should automatically calculate and enter a suggested allocated quantity on to every sales order line in the proposal. Note: Since an allocation proposal can contain up to 9999 sales order lines, it is easier and more efficient to have the system automatically allocate the quantity of goods to be delivered than to manually enter a value in each sales order line. Because of this it is recommended that you always set this field to YES. Tip: Set this field to NO only if you know that you do not have sufficient quantities in stock and want to use fair share handling (see Automatically allocate stock to a sales order allocation proposal line).

Print list: This field is set to NO by default. Change to YES if you want to print a list.

Click OK.

You return to the initial panel where the sales order allocation that you just created is displayed.

Calculates quantity
The system selects the sales order lines to be included in the allocation proposal according to the parameters you have defined and automatically calculates a suggested allocated quantity. This is the remaining quantity in stock distributed amongst all order lines inside the planning time. The quantity is allocated according to the following criteria:

dispatch date
customer’s sales order priority code (defined in the Business partner file)
sales order date
sales order time
sales order number
sales order line number

When you have created the sales order allocation proposal you can maintain it, allocate stock to the sales order lines, and add more sales order lines to the proposal (see Automatically allocate stock to a sales order allocation proposal line, Enter or change the allocated quantity on a sales order allocation proposal line and Add lines to a sales order allocation proposal.