PreAllocating Orders Concept PreAllocating Orders PreAllocating Orders Step

Pre-Allocating Orders Concept

Pre-Allocating Orders

Pre-Allocating Orders Step 1 Begin by navigating to the Create/Update Stock Requests page. Click the Inventory menu.

Pre-Allocating Orders Step 2 Click the Fulfill Stock Orders menu.

Pre-Allocating Orders Step 3 Click the Stock Requests menu.

Pre-Allocating Orders Step 4 Click the Create/Update Stock Request menu.

Pre-Allocating Orders Step 5 Enter the desired information into the Business Unit field. Enter "US 010".

Pre-Allocating Orders Step 6 Click the Add button.

Pre-Allocating Orders Step 7 Use the Stock Request Summary page to enter the required information for a material stock request. In this exercise, you will pre-allocate all the line items on this order

Pre-Allocating Orders Step 8 Enter the internal department to receive the item on this stock request. Enter the desired information into the Location field. Enter "US 001".

Pre-Allocating Orders Step 9 Click in the Item ID field.

Pre-Allocating Orders Step 10 Enter the desired information into the Item ID field. Enter "10004".

Pre-Allocating Orders Step 11 Click in the Qty Requested field.

Pre-Allocating Orders Step 12 Enter the desired information into the Qty Requested field. Enter "10".

Pre-Allocating Orders Step 13 Click the Save button.

Pre-Allocating Orders Step 14 On this page, you can pre-allocate all the line items on this order by clicking the Pre-Allocate button.

Pre-Allocating Orders Step 15 You can also pre-allocate an individual line by selecting the line and using the Line Menu list.

Pre-Allocating Orders Step 16 In the Line Menu list, select Allocations to go to the Allocations Workbench. Click the Line Menu list.

Pre-Allocating Orders Step 17 Click the Allocations. . . list item.

Pre-Allocating Orders Step 18 Use the Allocation Workbench to create, update, or remove a preallocation or lot allocation and create a standard allocation. Use the Allocation Workbench-Summary page to have the system automatically select the material storage location for allocation.

Pre-Allocating Orders Step 19 Note that the order number is displayed.

Pre-Allocating Orders Step 20 The Allocation Type list displays the method of allocation. Values are: • Pre-Allocation • Lot Allocation • Allocate & Release

Pre-Allocating Orders Step 21 The Action list defaults to Auto Allocate & Save, but this value can be changed to de-allocate an existing allocation or apply manual changes rather than having the system determine the material storage location to pre-allocate.

Pre-Allocating Orders Step 22 Click the Process button to initiate the value in the Action list. Click the Process button.

Pre-Allocating Orders Step 23 The order line is pre-allocated and the allocated quantity is displayed in the Allocated field.

Pre-Allocating Orders Step 24 The type of allocation is displayed in the Allocation field.

Pre-Allocating Orders Step 25 You have successfully created a preallocation on a material stock request. End of Procedure.