Enter Invoice Line - Allocations

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Enter Invoice Line - Allocations

You use this option to pre-allocate a quantity of an item required for your current invoice to any manual or automatic purchase orders that exist in Micronet. This links the invoice to the purchase order so that when the goods are received, they can be automatically allocated to the invoice.

If stock of the item exists in another warehouse, you can also use this option to request a transfer of the item to this invoice.

Display the Enter Invoice Line screen.

Refer to "Entering Invoice Lines - Standard" or "Entering Invoice Lines - Supply Chain (v2.8)".

Select ALLOCATIONS.

Micronet displays the Select Order to Link To screen.

Complete the following fields:

	Field	Value
	Item	Micronet displays the item number and description of the invoiced item.
	Qty Ordered	Micronet displays the quantity of the item ordered as entered on the Enter Invoice Line screen.
	Qty Delivered	Micronet displays the quantity of the item currently available.
	Qty Back Ordered	Micronet displays the quantity of the item on backorder for this invoice. This is the difference between the Qty Ordered and the Qty Delivered.
	Qty Pre-Allocated	Micronet displays the quantity of the item pre-allocated to this invoice. This field is updated as you pre-allocate quantities of the item using the steps below.
	Qty Transferred	Micronet displays the quantity of the item requested for transfer from another warehouse. This field is updated as you transfer quantities of the item using the steps below.
	Qty to Order	Micronet displays the balance of the item still to be ordered after pre-allocations and transfers.
	Supplier	Micronet displays the supplier for the item.
	Current Allocations	Micronet displays any quantities of the item that have already been pre-allocated to purchase orders or transfers from another warehouse.
	Purchase Orders	Micronet displays all manual and automatic purchase orders that exist for the item.
	Warehouse Quantities	Micronet displays all quantities of the item held in other warehouses.
	Confirmed Orders Only	Check this box if you only want Micronet to display confirmed orders in the Purchase Orders section of this dialogue. Leave it unchecked to display all purchase orders.
	All Purchase Order Warehouses	If your system is setup so purchase orders can be pre-allocated to different warehouses, check this box if you want Micronet to display all warehouses in the Warehouse Quantities section of this screen. Leave it unchecked to display only the default warehouse. This field is only enabled if the Automatic Transfers on Receipt field is set to Yes on the Purchasing Configuration screen – see "Edit - Program - Purchasing".

To pre-allocate a quantity of the item to this invoice, double click on an order in the Purchase Orders section of this screen, or select a purchase order and press Enter.

Micronet displays the Enter Quantity to Allocate screen.

In the Allocate Now field, enter the quantity of the item you want to pre-allocate to the current invoice and then select the Accept button.

Micronet redisplays the Select Order to Link To screen with the allocated quantity in the Current Allocations section.

Technical Tip

If partial deliveries of the item are not allowed, Micronet only allows you to pre-allocate from a purchase order if the total quantity on backorder can be fulfilled. (Partial deliveries are set in the Allow Delivery field in the Inventory master file – see "File - Inventory - Item".)

Repeat the steps above to perform further allocations.

To request a transfer of the item from another warehouse to this invoice, double click on a warehouse in the Warehouse Quantities section of this screen, or select a warehouse and press Enter.

Micronet displays the Enter Quantity to Transfer screen.

In the Allocate Now field, enter the quantity of the item you want to transfer from the warehouse to the current invoice and then select the Accept button.

Micronet redisplays the Select Order to Link To screen with the quantity requested for transfer in the Current Allocations section.

Repeat the steps above to perform transfers from other warehouses.

When you have finished transferring items, select the Ok button on the Select Order to Link to screen.

Micronet redisplays the Enter Invoice Line screen. If you entered a transfer request for the item, Micronet creates a transfer batch.

Technical Tip

2.8 Feature

If your company is configured for supply chain procurement and you allocate an invoice line to more than one purchase order, when you post the supply chain invoice Micronet will split the line, creating a new line for each purchase order.

Reference

The allocation is completed during the goods receipt process – see "Enter Goods Received Line - Allocations (v2.8)".

For information on how stock transfers are completed, see "Inventory - Adjustments - Transfer To Warehouse".