Allocation refers to product quantities set aside or "assigned" from current on-hand or available inventory to fulfill sales obligations. This page displays warehouse lots for the selected Item, Site and Lot Owner(s). The purpose of this page is allow users to select specific warehouse lot(s) to allocated from.
Software Version: 2021.xx.xx and newer
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| Toolbar Icons | Description |
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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Save & Refresh Save & Close | Either saves your changes and closes the page or saves your changes and leaves you on the page.
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| Help | Opens the online WIKI help page for the current page.
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| Fields | Description |
| Allocate By | Identifies how the allocation will be assigned. This is a single-select standard lookup that is required to return results. It defaults from the selected option on the Sales Transaction Record View. This field is always editable. This field is for information only and not stored in the database. This lookup contains the values in the AllocateBy Enumeration Class. |
| Allocate From | Identifies the name of the Site the item will be allocated from. This is a single-select standard lookup that is required to return results. It defaults from the 'Ship To' field in the 'Home' tab of the Sales Transaction Record View. This field is always editable while the transaction is in a Status less than 'Approved'. This field is for information only and not stored in the database. This lookup contains the value "Transaction Sites", as well as a list of all active Sites where the 'Visible to Sales' property is set to "Yes". |
| Allocated | Displays the total allocated quantity and/or weight of the item. This is a non-editable text box that is required. It defaults from the 'Alloc. Units' or 'Alloc. Weight' field on the Items grid of the Sales Transaction Record View. This field is never editable. This field is updated when 'Units' or 'Weight' field is changed and the user clicks or tabs out of the field. Database Field: ERPx_SOOrderItemLot.AllocatedUnits, ERPx_SOOrderItemLot.AllocatedWeight |
| Item | Displays the item being allocated. This is a single-select standard lookup that is required to return results. This defaults from the selected item in the Items grid of the Sales Transaction Record View. Else, it defaults from the first item ([Seq. 1]) in the Items grid if the Sales Transaction Record View. This field is always editable. This field is for information only.
This lookup contains the value "Transaction Items", as well as a list of all items entered on the transaction. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK |
| Lot Owners | Used to select one or more inventory Owners. This is a multi-select standard lookup that is required to return results. The Save & Refresh toolbar icon must be clicked to update the grid section when this field has been changed. The field defaults from the 'Default Owner' preference on the Inventory Preferences page. This field is always editable while the transaction is in a Status less than 'Approved'. This field is for information only and not stored in the database. Owners are used to identify who owns the inventory. Additional Owners are typically added for companies that do custom processing and need to keep that inventory separate from their own. Owner is one of the 5 components that make up a unique Inventory Lot and it is required on all Inventory Lots. The lookup contains a list of all Lot Owners. |
| Ordered | |
| Show Lots | |
| Unallocated |
The bolded view is the default view, which will determine the view will automatically display in when opened. Page Details
Allocate by Warehouse Lot Tab
| Toolbar Icons | Description |
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| Excel | Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
View Open Transactions View Posted Transactions View All Transactions | |
| Fields | Description |
| Allocate | |
| Available Units | |
| Available Weight | |
| Item: Description | |
| Lot Exceptions | |
| On Hand Units | |
| On Hand Weight | |
| Owner | |
| Site | |
| Site Name | |
| Units | |
| Units UOM | |
| Warehouse Lot | |
| Weight | |
| Weight UOM |