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Work with sales order allocation, Selection (DIR37301)

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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 product and warehouse code.

If this panel is accessed in include mode (by pressing F6=Include from the Work with sales order allocation, All lines panel), then information will be defaulted from the last selection that was created.

Selection
The following parameters select which of the sales order lines for allocated items are to be included in the allocation proposal.

Note: Only the sales orders that are at status 20 will be searched. If a match is found with the selection parameters defined on this panel, the sales order will be included in the allocation proposal.

Warehouse
Mandatory entry. Enter the number of the warehouse where the allocated goods are stocked.
Item
Optional entry. Enter the item(s) to be included in the sales order allocation proposal.
Responsible
Optional entry. If a value is entered in this field an allocation proposal can be created containing all of the sales order lines that the person is responsible for in the warehouse. The selection can be narrowed down by entering a combination of values e.g., Item and Responsible. Enter a responsible id number. Up to four values can be entered.
Planner
Optional entry. If a planner is entered in this field an allocation proposal can be created containing all of the sales order lines that the planner is responsible for in the warehouse. The selection can be narrowed down by entering a combination of values e.g., Item, Responsible and Planner. Enter a planner number. Up to four planners can be entered.

An allocation proposal can be created containing all of the sales order lines that are due to be dispatched from the warehouse on a particular dispatch date.

Priority code
Optional entry. If a priority code is entered in this field an allocation proposal can be created containing all of the sales order lines that have the same priority. The selection can be narrowed down by entering a combination of values e.g., Item, Responsible, Dispatch time and Priority code. Enter a priority code. Up to nine priority codes can be entered.
Order alloc items
Set this field to YES to include only order allocated items in the proposal. Set it to NO to select all of the items (on status 20 sales orders) that have not been defined as order allocated. If a purchase order comes in before planned dispatch date this option can be used to distribute the items on several sales order lines by entering a combination of values e.g., Item, Dispatch time and Responsible.
Auto allocation
Set this field to YES to have the sales order proposal automatically suggest the quantity to be allocated. Set it to NO to not have suggested quantities appear on the sales order proposal, fields will appear as blank.
Print list
Indicate if you want to print a list of all of the sales order lines that are being selected to be allocated in this panel.