To Create a Sales Order with Allocations (SA)

  1. Open the Sales Orders (SO301000) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. Click Add New Record on the form toolbar, and in the Summary area, specify the following:
    1. In the Order Type box, select SA (Sales Order With Allocation) as the order type.
    2. In the Customer box, select the customer.
    3. If this sales order is associated with a particular project, in the Project box (where the X (Non-Project Code) appears by default), select the needed project.
    4. Change the date of the sales order in the Date box, which by default is the current date, if needed.
    5. In the Requested On box, specify the date when the customer wants to receive the order.
    6. In the Customer Order box, enter the reference number of the original customer document the sales order is based on.
    7. In the External Reference box, enter the reference number of the sales order which was imported from a third-party application.
    8. In the Description box, enter a brief description for this sales order.
  3. On the Shipping tab, do the following:
    1. Review the date when the shipment of this order is scheduled in the Sched. Shipment box. By default, it is the Requested On date minus the lead days for this customer. Change the date if needed.
    2. Review the default shipping rule used for this customer in the Shipping Rule box, and change it if needed.
  4. On the Details tab, perform the following steps to add one item or multiple items to the sales order with allocation:
    1. Click Add Items on the table toolbar. The Inventory Lookup dialog box appears with a list of active inventory items.
    2. In the line or lines with the items that you want to add, in the Qty. Selected column, specify the requested quantity of the items (measured in the default unit of measure shown in the UOM column). Notice the item availability data for the selected warehouse, which appears in the columns to the right.
    3. Click Add & Close at the bottom of the dialog box.
    4. In the added line or lines, review the following information:
      1. Review the shipping rule for the line. If needed, select another rule for this item.
      2. Review the date in the Requested On column. By default, it is the Requested On date specified for the order. Change the date for this item and if it complies with the line's shipping rule.
      3. Review the date in the Ship On column. By default, it is the Sched. Shipment date. Change the date if it is needed for this item.
    5. Click Save on the form toolbar.
  5. If needed, on the Details tab, select the order line and click the Item Availability button on the table toolbar to review in the Inventory Allocation Details (IN402000) form, which opens, how the quantities of the items for the order are allocated.
  6. Specify lot or serial numbers for lot- or serial-tracked items, if any.
  7. Click Save on the form toolbar.