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Note: The Units and Weight values must both be positive and cannot be zero. 

Note: The Production Batch and the Warehouse Lot information doesn't need to be manually entered, if Allocate Item feature is used. The Warehouse Lot field is only required when the site is Warehouse Lot tracked.

Allocating line items

To allocate items to the inventory transaction, click the Allocate Item grid toolbar icon. This will open the Allocation window with the following header fields:

• Allocate From: The site used for allocation. This defaults to the site selected on the transaction record and the field cannot be edited.
• Item: Select the item for which to display lots. This list will include all items on the transaction in addition to the option All Transaction items.
• Show In: Select the UOM in which to display the item’s lot values. This list includes the options ‘Transaction UOM’ and ‘Inventory UOM’.

Once the user has selected the appropriate values for the header fields, the grid will display the eligible lots. The grid default view includes the following columns:

• Site
• On Hand Units
• On Hand Weight
• Avail. Units
• Avail. Weight
• Units (editable)
• Units UOM
• Weight (editable)
• Weight UOM
• Produced
• Production Batch
• Warehouse Lot
• Item Description
• Received

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

Allocation can be done using Units and/or Weight depending on the item configuration. Items that are managed by units only, have only the Units field editable. Items that are managed by Weight only, have only the Weight field editable. If the item is set to variable weight, both Units and Weight fields can be edited. Items that are not variable weight will automatically update Units or Weight column when a value has been entered to one of the fields.

Once allocations are complete, click the Save toolbar icon and close the Allocate Item window or simply click Save & Closed. The Production Batch and the Warehouse Lot are now populated based on the allocations.

Note: The Warehouse Lot field is only required for Warehouse Lot tracked sites.

The Available Units of the Lot Balance is updated when the Allocation has been completed and the Record is Saved. Once the Record is Posted, the On-Hand Units of the Lot Balance is updated.

Saving the transaction

Saving the Transfer transaction as New will create lots for items that are not assigned to an existing lot and will update the available lot balances of items assigned to existing lots.

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