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*Note: The Extended Price is calculated from the ordered units/weight, if the item has no allocations and the order status is less than shipped. When the item has allocations, the Extended Price is calculated from the Allocated Amount (Price * Allocated Amount). When the order status is changed to shipped, the Extended Price is always calculated from the Allocated Amount even when the item has no allocations.

Allocation

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.  

Manual Allocation

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. Allocating via this method will allocate the items based on the preference setting for ‘Auto Allocate by?’.

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