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If the Sales Order Preference 'Update Allocated from Ordered for non-Lot Tracked Items shipping from non-Whse Lot Sites' is set to 'Yes', then non-lot tracked items shipping from non-warehouse lot tracked sites are automatically allocated. If the preference is set to 'No' or the item is lot tracked and/ or the site is a warehouse lot tracked site, then the item must be allocated. Users can allocate items manually or use the auto-allocate feature.
There are two preferences for how sales order allocations drawing negative inventory are evaluated, the two preferences are ‘Stop over allocating for lot tracked items based on:’ and ‘Stop over allocating for non lot tracked items based on:’ and each contain the following three options: ‘Do Not Evaluate’, ‘Available Only’ and ‘Available and On Hand’. When ‘Do Not Evaluate’ is selected the balances for an item are not evaluated and allow inventory to be drawn negative, when ‘Available Only’ is selected, the Available balance for an item is evaluated and will not allow inventory to be drawn negative and when ‘Available and On Hand’ is selected, the On Hand balance for an item is evaluated and will not allow inventory to be drawn negative.
Manual Allocation
To allocate items to the order, the Allocate grid toolbar icon 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’.
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