Allocating items in sales order and service order conditions
Menu path
- Order à Entries à Sales orders
- Service à Entries à Service orders
Introduction
On this page, you can reserve items in sales orders or service orders.
What version are you using?
The information in this document is based on product update 404.
How do I allocate items in sales or service orders?
- Click New to create a sales or service order entry. Alternatively, select an existing sales or service order, and then click Open.
- If it is a new entry, fill in the required information. Otherwise, proceed to step 3.
- Click Conditions.
- Click Allocate. The Allocate screen will be displayed.
- Select an order line in the Requirements section, and then select a warehouse which has the stock that you want to allocate at Warehouse in the Free section.
- Select the appropriate free stock in the Free section.
- Click Allocate. You will see that the received quantity has increased in the Received column and the available quantity reduced in the Ordered/Available column. After allocation, the Unallocate button will be enabled and you can click the button if you want to undo the allocation for the request.
- Click Close to exit.
Fields
Requirements section
Notes
Click this to insert notes for the selected item. For more information, see Creating and maintaining notes.
Attachment
Click this to attach a new file or view the attached files of the selected item. For more information, see Overview of attached documents.
Instruction
Click this to view the instruction(s) of the selected item. By default, the instruction displayed is based on the instruction defined for the item in the order lines in the Sales orders screen (go to Order à Entries à Sales orders, and then click Open or New), or service order lines in the Service orders screen (go to Service à Entries à Service orders, and then click Open or New).
Allocated
This column displays whether the items in the sales or service order have been allocated (check box selected) or not (check box not selected).
By
This column displays the people who performed the allocations.
Fulfillment date
This column displays the fulfillment dates of the items in the sales or service order.
Item code
This column displays the codes of the items in the sales or service order.
Type
This column displays the transaction types.
Order
This column displays the order numbers of the sales or service order.
Auth.
This column displays whether the sales or service order has been authorized (check box selected) or not (check box not selected).
Project code
This column displays the project codes of the sales or service order.
Ordered
This column displays the quantities of items ordered.
Fulfilled
This column displays the quantities of items that have been fulfilled.
Received
This column displays the the quantities of items that have been received.
Total costs
This displays the total costs of the items in the sales or service order.
Person
This displays the people who are defined under the Full name column in the sales or service order lines.
Free section
Warehouse
Select a warehouse which has the stock that you want to allocate.
Fulfillment date
This column displays the fulfillment dates of the items.
Notes
Click this to insert notes for the selected purchase order or production order for the item selected in the Requirements section. For more information, see Creating and maintaining notes.
Note: This icon is enabled only if a production order or purchase order is selected from the overview (the Type column displays Free: Production order or Free: Purchase order).
Attachment
Click this to attach a new document or view the documents that are attached to the production order or purchase order for the item selected in the Requirements section. For more information, see Overview of attached documents.
Note: This icon is enabled only if a production order or purchase order is selected from the overview (the Type column displays Free: Production order or Free: Purchase order).
Type
This column displays the types of items.
Order
This column displays the order numbers of the items.
Item
This column displays the codes of the items.
Warehouse
This column displays the warehouse selected in the Warehouse field.
Description
This column displays the descriptions of the items.
Ordered/Available
This column displays the quantities of items ordered or available.
Buttons
Order
Click this to view the sales order or service order.
Linked order
Click this to view the purchase order, production order, or interbranch transfer that is linked to the item selected in the Requirements section.
Note: This button is enabled only if an item in the Requirements section is selected, the selected item is allocated from a purchase order, production order, or interbranch transfer, and you have the menu rights to view the allocated order.
Zoom
Click this to view the selected purchase order or production order.
Note: This button is enabled only if a purchase order or production order (the Type column displays Free: Production order or Free: Purchase order) is selected in the Free section.
Allocate
Click this to allocate the selected items to the sales or service order.
Note: Allocate is enabled only if you have the To make stock/requirements allocations function right, and if the item has not been allocated or the item has not been fulfilled. The item can only be allocated if the quantity in the Ordered/Available column (in the Free section) is equal to or more than the quantity in the Ordered column (in the Requirements section).
Unallocate
Click this to undo the allocation.
Note: Unallocate is only enabled if you have the To make stock/requirements unallocations function right and if the item has been allocated (the Allocated column in the Requirements section displays a check mark) or the item has not been fulfilled.
Close
Click this to exit.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Support - On-line help |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
13.522.684 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
|
Attachment: |
|
| Disclaimer |