Inventory must be allocated to Transfer Orders before you can create Whse Shipments. Once inventory is allocated, that quantity is no longer available to be allocated to other orders.
If you have lot-tracked or serial-tracked items, allocations of these items are not performed by lot number or serial number. Only inventory quantities are allocated to orders.
The processes to manage allocations are outlined below.
When a Transfer Order is saved, items are automatically allocated to the inventory based on the quantity available for the Item, Unit of Measure, and Warehouse combination.
GoldFinch will not allocate inventory on a transfer order if Do Not Allocate is checked on the Transfer Order, or if the Transfer Order is closed.
The Allocated Quantity on the Transfer Line will automatically be filled in with the amount that has been allocated for that line.
When an item is allocated, Item Allocation (TO) entries are created and can be viewed from the Transfer Order.
In situations where inventory on hand has been allocated to an order, but another more urgent order should have the inventory allocated to it instead, the Item Allocations can be removed, or the quantity allocated can be reduced.
Edit or Delete the Item Allocation line to either reduce the amount allocated or delete the allocated line entirely.
Update Transfer Order Allocations
After inventory quantities have been updated, you can also click on the Allocation button on the Sales Order to update Allocations for that order.
Pending Allocation List View
Click on the Pending Allocation List View view to see all transfer orders that require additional allocations.
The filter criteria of this view are:
Document Status = Open, Shipment Created, or Back Order
Allocation Status <> Full
Closed = false
You can use the following functions to:
Mass allocate, or deallocate Transfer Orders.
Review and update allocations by items.
Mass Allocation and Deallocation.
From the Transfer Order list, click Pending Allocation list view, and select the Transfer Orders to either process the Allocation or Deallocation function.
Allocations by Items
To manage the allocations of all open Transfer Orders and Sales Orders for an item, you can view the Allocation Management page by either clicking the Allocation Management button on the Item page
or by selecting the Allocated Qty. hyperlink on a Transfer Line for the item while in the Edit mode of the Transfer Order.
Here you can update the Allocation Quantity for the item for multiple transfer orders and sales orders.
Bypass Automatic Allocation
You can bypass the automatically allocate items process when a Transfer Order is placed in the following ways:
Putting a check in the Default Do Not Allocate field on the Company Setup will automatically put a check in the Do Not Allocate field on the Transfer Order and thus bypass the automatic allocation process for all Transfer Ordes.
Putting a check in the Do Not Allocate field on the Transfer-from Warehouse will automatically put a check in the Do Not Allocate field on the Transfer Order and thus bypass the automatic allocation process for a Transfer Order entered for this warehouse.
Manually putting a check in the Do Not Allocate field on the Transfer Order will bypass the automatic allocation process for this Transfer Order.
The Do No Allocate field cannot be changed on a Transfer Order if there is a Warehouse Shipment that has been created but not yet posted.
Putting a check in the Do Not Allocate field on the Bin will bypass the automatic allocation process for the inventory in this bin.
Include Pending Receipts in the Allocation
By default, only inventory on hand is used for item allocations. To include Pending Receipts (Outstanding Qty. from Purchase Orders or O/S Ship Qty. from Open Transfer Orders), check the Include Pending Receipt in Allocation field on the Company Setup.
By default, the Mass Allocation routine allocates inventory to Transfer Orders by Transfer Order No.
Change the Allocation Method to Priority & Shipment Date on Company Setup if you prefer to allocate inventory based on Allocation Priority and Shipment Date on Transfer Orders.