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To allocate items to the order, click the Allocate Item grid toolbar icon . This will open the grid in allocate view, opening the Alloc. Units field for edits. Enter the amount of units allocated for each line item. 

To select the specific lot the allocated items will be pulled from, select the line item and click the Allocate Item grid toolbar icon. The Allocate Item window will open with the following header fields:

To view what each header field is responsible for, click here. 

• Allocated: Displays the allocated units and/or weight of the selected item.This field is for informational use only and cannot be edited. 
• Allocate From: Select the site from which you would like to allocate from. All lots at the selected site containing the selected item(s) will display in the grid. 
• Item: Select the item for which to display lots to allocate from. This list will include all items on the transaction in addition to the option 'Transaction Items', which will display the site's lots for all items on the transaction. 
• Lot Owners: This multi-select menu allows users to filter the lots based on the owner value. 
• Ordered: Displays the ordered units and/or weight of the selected item. This field is for informational use only and cannot be edited. 
• Show Lots: This multi-select menu allows users to select lots to be displayed in the grid section. The available options are: Allocate, Available, On Hand and Open. 
• Unallocated: Displays the unallocated units and/or weight of the selected item. This field is for informational use only and cannot be edited. 
• Units UOM: This field defaults from the item properties and is not editable.
• Weight UOM: This field defaults from the item properties and is not editable. 

Once the user has selected the appropriate values for all header fields, the grid will display the eligible lots to allocate from once the Save & Refresh toolbar icon is clicked. For non-lot tracked items, this window will display the item's item level lots so that the item can still be allocated for the shipment. The grid will display with the following fields:

To view what each grid field is responsible for, click here. 

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has a dropdown menu with four different ways the item can be allocated to the order. The four ways to allocate are ‘Allocate Item’, ‘Allocate by Inventory Lot’, ‘Allocate by Warehouse Lot’ and ‘Allocate by Item’.

Inventory lots are allocated by date or quantity depending on what value has been selected for the ‘Auto Allocate by’ preference. When Allocate by Warehouse Lot and Allocate by Item is chosen, if the preference is set to ‘Smallest Quantity’, the lots with the smallest quantities are allocated first and if the preference is set to ‘Date Produced’, the lots with the earliest production date are being allocated first.

If the user clicks the ‘Allocate Item’ toolbar icon without selecting one of the four options, then the following will happen:

• If the selected or first item in the record grid has a Warehouse Lot tracked site and the Item is Lot tracked or the Item is not Lot tracked, the ‘Allocate by Warehouse Lot’ page will open
• If the selected or first item in the record grid has a site that is not Warehouse Lot tracked and the Item is Lot tracked, the ‘Allocate by Inventory Lot’ page will open
• If the selected or first item in the record grid has a site that is not Warehouse Lot tracked and the Item is not Lot tracked, the ‘Allocate by Item’ page will open

Clicking the Allocate toolbar icon and/or choosing any of the four options will open the Allocate Item window with the following header fields:

To view what each header field is responsible for, click here. 

• Allocate By: Select how the item is to be allocated. This field is a dropdown menu of options to allocate the item by.  The options in the dropdown menu are ‘Allocate by Inventory Lot’, ‘Allocate by Warehouse Lot’ and ‘Allocate by Item’.
• Allocated: Displays the allocated units and/or weight of the selected item. This field is for informational use only and cannot be edited. 
• Allocate From: Select the site from which you would like to allocate from. All lots at the selected site containing the selected item(s) will display in the grid. 
• Item: Select the item for which to display lots to allocate from. This list will include all items on the transaction in addition to the option 'Transaction Items', which will display the site's lots for all items on the transaction. 
• Lot Owners: This multi-select menu allows users to filter the lots based on the owner value. Defaults to the Default Owner Inventory Preference.
• Ordered: Displays the ordered units and/or weight of the selected item. This field is for informational use only and cannot be edited. 
• Show Lots: This multi-select menu allows users to select lots to be displayed in the grid section. The available options are: Allocate, Available, On Hand and Open. 
• Unallocated: Displays the unallocated units and/or weight of the selected item. This field is for informational use only and cannot be edited. 
• Units UOM: This field defaults from the item properties and is not editable.
• Weight UOM: This field defaults from the item properties and is not editable.

Allocate by Inventory Lot

Once the user has selected the appropriate values for all header fields, and the option to Allocate by Inventory Lot was selected, the grid will display the eligible lots to allocate from once the Save & Refresh toolbar icon is clicked. For non-lot tracked items, this window will display the item's item level lots so that the item can still be allocated for the shipment. The grid will display with the following fields:

To view what each grid field is responsible for, click here. 

• Available Units
• Available Weight
• Batch Date
• Item: Description 
• On Hand Units
• On Hand Weight
• Production Batch
• Site
• Units: Enter the units to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or units only. 
• Units UOM: This will display the unit of measure in which the unit allocation is being made. 
• Warehouse Lot: This will display the warehouse lot id of the warehouse lot that corresponds to the inventory lot. 
• Weight: Enter the weight to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or weight only. 
• Weight UOM: This will display the unit of measure in which the weight allocation is being made. 

Allocate by Warehouse Lot

If the option to Allocate by Warehouse Lot was selected, the grid will summarize the item by the combination of Item & Warehouse Lot & Owner & combination of Certification for the site that the item is available to allocate from along with the following fields:

• Available Units
• Available Weight
• Item: Description 
• On Hand Units
• On Hand Weight
• Owner
• Production Batch
• Site
• Units: Enter the units to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or units only. 
• Units UOM: This will display the unit of measure in which the unit allocation is being made. 
• Warehouse Lot: This will display the warehouse lot id of the warehouse lot that corresponds to the inventory lot. 
• Weight: Enter the weight to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or weight only. 
• Weight UOM: This will display the unit of measure in which the weight allocation is being made. 

Allocate by Item

If the option to Allocate by Item was selected, the grid will summarize the Item by the Owner for the site that the item is available to allocate from, along with the following fields:

• Available Units
• Available Weight
• Item: Description 
• On Hand Units
• On Hand Weight
• Production BatchOwner
• Site
• Units: Enter the units to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or units only. 
• Units UOM: This will display the unit of measure in which the unit allocation is being made. 
• Weight: Enter the weight to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or weight only. 
• Weight UOM: This will display the unit of measure in which the On Hand and Available balances are being displayed. 
• Warehouse Lot: This will display the warehoue lot id of the warehouse lot that corresponds to the inventory lot. 
• Weight: Enter the weight to be allocated from the corresponding lot. This field is only editable if the corresponding item is managed by units and weight or weight only. 
• Weight UOM: This will display the unit of measure in which the weight allocation is being made. display the unit of measure in which the weight allocation is being made. 

When allocating lots with variable weight for items where there is not enough inventory, the following message will be displayed notifying the user to use the Allocate By Inventory Lot to complete the allocations.

“Based upon the available quantities for the [Group tab], auto allocation was unable to be completed and has resulted in an under allocation of product. Please use the allocate by inventory lot tab to complete allocations."

When a user allocates Lots with Certifications assigned, the Lots need to meet the Certification criteria, otherwise it will be disabled on the allocation page. Lots with more certifications than what is assigned to the order item can be allocated.

Once all allocations are complete, click the Save & Close toolbar icon to close the Allocate Item window. The Allocated quanties quantities in the grid section of the transaction are updated accordingly.  

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• BOL#: Displays the Bill of Lading number for the shipment. This field is a text field and it is not required.  Note: The maximum character limit for this field is 100 characters.
• Carrier: Displays the carrier transporting the shipment.
• Deliver On: Displays the date on which the shipment is to be delivered.
• Export Details: This link opens Export Details form. This form allows users to enter additional information for export shipments.
• Freight $: Displays the cost of the freight.This field cannot be edited on the Shipments tab. The Freight amount needs to be entered on the Load Record..
• Freight Terms: Displays a drop-down menu of freight terms for the user to select the freight terms for the shipment. The field defaults to the Freight Terms configured on the Customer Address reocord.  The Freight Terms can also be saved on the Shipment record.
• GL Date: This field allows users to enter a GL Date for the order. If not provided, the date defaults to the Invoice Date when the transaction is saved as Ready to Post. The date must reside within an open fiscal period. Note: This column is not in the system view. 
• Invoice #: Displays the Invoice Number. The number can be manually entered, but the Invoice Number is retrieved from an Invoice when the Invoice is printed. The field is editable until the transaction status is Approved. A separate journal entry is created for each invoice assigned to the sales order transaction. The journal entry details can be reviewed by clicking the Journal Details from the header section. If the transaction has multiple invoices, a letter suffix is added to the invoice number starting from the second invoices e.g. ORD123B. The same invoice number is assigned to all shipments with the same invoice date and GL date. 
• Invoiced: Displays the Invoice Date. The date can be manually entered, but the Invoice Date is retrieved from an Invoice when the Invoice is printed unless the Transaction Class property 'How Invoice Dates are Assigned' is set to 'Manually Assigned'. The Invoice Date is not automatically updated, if the Shipped/Transation date is changed after printing an invoice. The date can be manually updated before printing a new invoice if necessary. The field is editable until the transaction status is Approved.
• Legs: Displays the total number of legs configured on the Shipment record.
• Load Status: Displays the status of the shipment’s load. The Load Status is automatically changed to Shipped when the Sales Order has only one shipment and the Sales Order is saved as Shipped (Note that the Shipped date must be entered first). If the Sales Order has two or more shipments, then the status of each shipment must be manually changed to Shipped.
• Notes: Opens the noted dialog, which allows users to enter additional notes for the Shipment.
• Ship By: Displays the date by which the shipment is to be shipped.
• Shipment: Displays the shipment number as a hyperlink, when clicked, opens the Shipment/Load Record, which allows users to enter Load details like Freight Costs. The Freight costs entered on the Load Record updates Freight $ amount on the shipment tab.
• Shipped: Displays the date the shipment was actually shipped. This is required to save the Shipment in a status of ‘Shipped’.
• Site: Displays the name of the site to which the shipment is being made.
• Tracking #: Displays the shipment’s tracking number. This is a text field, which allows users to manually enter the tracking number.

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