Create a sales order allocation proposal for non-allocated items

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The following describes how to create a sales order allocation proposal for sales order lines that have been entered for items that have not been defined as allocated in the Item file. If a purchase order is delivered to a warehouse before the planned arrival time this routine can be used to create a sales order allocation proposal which will distribute the items across several sales order lines.

Prerequisites
You must have entered at least one sales order line for a non-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. Complete the fields as detailed in step 3 of Create a sales order allocation proposal for allocated items. However, in the following fields, do as follows:

Item: Enter the code for a non-allocated item. An item is defined as being allocated at warehouse level. In this case the Order allocation field in the Item file/Warehouses panel), must be set to NO.

Order alloc items: Set to NO to create an allocation proposal for items that have not been defined as order allocated.

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

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.