This page displays warehouse lots for the selected Item, Site and Lot Owner(s). The purpose of this page is allow users to select specific warehouse lot(s) to allocated from. Insert excerpt Def - Sales Allocation Def - Sales Allocation nopanel true
Software Version: 2021.xx.xx and newer
Table of Contents type flat
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| Fields | Description | ||||||||||||||||
| Allocate By | Identifies how the allocation will be assigned. This is a single-select standard lookup that is required to return results. It defaults from the selected option on the Sales Transaction Record View. This field is always editable. This field is for information only and not stored in the database. This lookup contains the values in the AllocateBy Enumeration Class. | ||||||||||||||||
| Allocate From | Identifies the name of the Site the item will be allocated from. This is a single-select standard lookup that is required to return results. It defaults from the 'Ship To' field in the 'Home' tab of the Sales Transaction Record View. This field is always editable while the transaction is in a Status less than 'Approved'. This field is for information only and not stored in the database. This lookup contains the value "Transaction Sites", as well as a list of all active Sites where the 'Visible to Sales' property is set to "Yes". | ||||||||||||||||
| Allocated | Displays the total allocated quantity and/or weight of the item. This is a non-editable text box that is required. It defaults from the 'Alloc. Units' or 'Alloc. Weight' field on the Items grid of the Sales Transaction Record View. This field is never editable. This field is updated when 'Units' or 'Weight' field is changed and the user clicks or tabs out of the field. Database Field: ERPx_SOOrderItemLot.AllocatedUnits, ERPx_SOOrderItemLot.AllocatedWeight | ||||||||||||||||
| Item | Displays the item being allocated. This is a single-select standard lookup that is required to return results. This defaults from the selected item in the Items grid of the Sales Transaction Record View. Else, it defaults from the first item ([Seq. 1]) in the Items grid if the Sales Transaction Record View. This field is always editable. This field is for information only.
This lookup contains the value "Transaction Items", as well as a list of all items entered on the transaction. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK | ||||||||||||||||
| Lot Owners |
The lookup contains a list of all Lot Owners. | ||||||||||||||||
| Ordered | |||||||||||||||||
| Show Lots | |||||||||||||||||
| Unallocated |
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