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To allocate items to the order, click the Allocate View 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. Allocating via this method will allocate the items based on the preference setting for ‘Auto Allocate by?’.
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To view what each grid field is responsible for, click here.
- Actual Cost
- Allocated
- Auto Fill: Select this checkbox to auto allocate the item from the corresponding lot up to the ordered quantity or to the lot's available balance, whichever is less. The auto allocated quantity will update on save.
- Allocated
- Available: This will display the total available quantity of the corresponding lot.
- Available Units
- Available Weight
- Committed Units
- Committed Weight
- Country of Origin
- Days Since Produced
- Days Since ReceivedDays Until Expire
- Expire On
- Item: Description: This will display the item and item description of the item the corresponding lot holds.
- Julian Day
- Lot Code: This will display the lot code of the production lot that corresponds to the inventory lot.
- Lot Comment
- Manufactured InLabel Code
- Market Cost
- Mfg Year
- On Hand: This will display the on hand balance of the corresponding lot.
- On Hand Units
- On Hand Weight
- On Hold
- Outside Purchase
- Owner
- Produced
- Production Lot IDPurchased FromBatch
- Production Site
- Received
- Require Whole Units
- Site: This will display the site at which the corresponding lot exists.
- Site Name
- Standard Cost
- Supplier
- Supplier Mfg Date
- 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.
- 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.
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