Purpose
On the Shipping Order Detail page, the Allocate to Shipment function allows you to allocate inventory to a Shipping Order efficiently.
What can you do with it?
With Allocate to Shipment, your goal is straightforward: assign specific inventory items to a Shipping Order seamlessly. This function is designed to minimize errors and maximize accuracy when allocating inventory.
How is it done?
Select Product:
Use the dropdown Data Select of Product to choose the inventory product for allocation. This decision sets the stage for the subsequent steps.
Identify the Batch and Source Lot:
Use Data Select of Batch and Data Select of Source Lot to specify relevant batch and lot information. This ensures accurate tracking.
Specify Inventory ID:
Select the exact inventory item using Data Select of Inventory ID. This precision allows for detailed allocation.
Consider Remaining Inventory:
Utilize the Checkbox for Use Remaining Inventory if you wish to consume remaining inventory from the previously selected lot.
Enter Quantity:
Input the desired allocation amount in the Numeric Field for Quantity. Ensure it does not exceed the Amount Available.
Choose Inventory Unit:
Specify the unit of measurement using Data Select of Inventory Units associated with the chosen Inventory Product.
Review Amount Available:
Check the Amount Available which updates automatically based on the applied filters. This step aids in confirming adequate inventory.
Set the Date:
Input a specific Date if needing to backdate the action. If left clear, the system will default to the current date and time.
Important Considerations
Double-check your Quantity entry to avoid exceeding the available inventory.
Ensure your actions align with the Shipping Order Date and Time since backdating cannot surpass it.
Best Practices
Regularly update your inventory information to maintain accuracy within the system.
Confirm all details before finalizing the allocation to prevent errors and ensure the correct inventory is assigned properly.