To Create a Sales Order with Automatic Allocation (SA)

You create a sales order of the predefined SA type with automatic stock reservation by using the Sales Orders (SO301000) form.

To Create a Sales Order with Allocations

  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. On the form toolbar, click Add New Record.
  3. In the Order Type box in the Summary area, select SA (Sales Order With Allocation).
  4. In the Customer box, select the customer.
  5. If needed, in the Location box, change the default location of the customer.
  6. If this sales order is associated with a particular project, in the Project box, select the project. Otherwise, leave X (Non-Project Code) specified by default.
  7. In the Date box, change the date of the order (which by default is the current business date) if needed.
  8. In the Requested On box, specify the date when the customer wants to receive the order.
  9. If needed, in the Customer Order box, enter the reference number of the original customer document the sales order is based on.
  10. If needed, in the Description box, enter a brief description for this sales order.
  11. On the Shipping tab, in the Sched. Shipment box, review the date when the shipment of this order is scheduled. By default, it is the Requested On date minus the lead days for this customer. Change the date, if needed.
  12. In the Shipping Rule box, notice the default shipping rule used for this customer. Select another rule, if needed.
  13. 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 the list of active inventory items. You can use the selection criteria at the top of the dialog box to narrow the list of 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 Shipping Rule, Requested On, and Ship On columns. Change any of these, if needed.
    5. Click Save on the form toolbar.
  14. If needed, on the Details tab, select the needed order line, and click Line Details on the table toolbar to review how the system has allocated the quantities of the items for the order.
  15. On the form toolbar, click Save.

Notes About the Procedure

The notes in this section describe the nuances of the UI elements available on the form, such as when an element is required and when it is not, and when the system fills in settings by default. This section can include other notes.

Note the following about this procedure:

  • If SA is not available for selection in the Order Type box, select the Active check box for the SA order type on the Order Types (SO201000) form.
  • The functionality of stock allocation (reservation) is available only if any of the following features are enabled on the Enable/Disable Features (CS100000) form: Multiple Warehouses, Sales Order to Purchase Order Link, and Lot and Serial Tracking.
  • To facilitate order processing and tracking, you can attach scanned images or electronic versions of original customer orders to sales orders. For instructions, see To Attach a File to a Record.
  • To limit the range of items in the Inventory Lookup dialog box, you can do any of the following:
    • Type a string in the Inventory box to find the item by this string in its inventory ID, description, or alternate ID type.
    • Click the Sold Since option button if the item has been sold recently. When you do, the Sold Since box appears with a date that is three months earlier than the current business date; select another date if needed. The list of items is populated with the items that have been sold in this date range.
    • Select the Show Available Items Only check box to review only items whose available quantities are greater than 0. Clear this check box to see all items.
    • If subitems are used in your system, to narrow the resulting list to a particular subitem of the item, select the needed subitem in the Subitem box.
    • To narrow the list to items located in a particular warehouse, select the warehouse in the Warehouse box.

  • If the reserved quantity is split between multiple warehouses, the appropriate allocations will be visible on the Create Transfer Orders (SO509000) form, and you can generate transfer orders for the allocations you select or for all listed allocations.