Allocation From Purchasing Transfers

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Sales - Allocation From Purchasing / Transfers

Use this option when goods have been received into stock via Goods Received, Import Costing or a stock transfer. For any items that have been received and which have been pre-allocated to backorders and Micronet Job Costing (MJC) jobs, it gives you the option of printing invoices, picking slips or posting the items directly to the relevant jobs in MJC. This means the pre-allocated items can be picked immediately, rather than being put away and then picked.

Even though items may have been pre-allocated to backorders or jobs during invoicing, backorder creation, job creation, purchase order creation, goods receipt or import costing, you need to run this program to convert the pre-allocations to invoices, picking slips or MJC job postings.

Technical Tip

Pre-allocations to enPOS orders are automatically posted when the goods are received, so you don't need to run this program for enPOS orders.
Pre-allocations to MJC jobs are also automatically posted when the goods are received as long as the AUTOMATICALLY POST TO JOBS option is toggled on. If the AUTOMATICALLY POST TO JOBS option is not toggled on, you need to run this program using the procedures below. For more information, refer to "Goods Received - Edit - Automatically Post to Jobs" and "Import Costing - Edit - Automatically Post to Jobs".

To post received items to backorders and jobs:

Select SALES | ALLOCATION FROM PURCHASING / TRANSFERS.

Micronet displays the Allocation From Purchasing / Transfers screen.

Optionally, select EDIT | ALWAYS PRINT COMPILED SLIPS.

Technical Tip

This menu option toggles compiled slips on and off. A tick appears next to the menu option when compiled slips is toggled on. In that case, choosing this menu option removes the tick and toggles compiled slips off.

The effect of this menu option depends on the order's delivery option.

If an order has a standard delivery option (i.e. Compile Rest of Order on the Delivery Options screen is set to No - refer to "Edit Company - Edit - Delivery Options"), a picking slip is printed automatically every time an item is allocated to the order.

If an order has a non-standard delivery option (i.e. Compile Rest of Order on the Delivery Options screen is set to Yes), and this menu option is:

unticked, Micronet will not print a picking slip until the order has been fully allocated
ticked, Micronet will force a picking slip to be printed before the order has been fully allocated, overwriting the setting to wait until all items have been allocated.

Complete the following fields:

	Field	Value
	Allocate To Held Customer	Select No if you only want backorders released to customers whose accounts are not on hold. Select Yes if you want Micronet to release backorders for all customers, including those with an On Hold flag.
	Enter Warehouse	Enter the warehouse you want to post the goods to. You can also press spacebar then Enter to select a warehouse. The goods will only be posted to backorders and jobs for that warehouse.
	Enter Starting / Ending Customer Number	If you want to limit postings to a particular customer range, enter the starting and ending customer numbers. You can also press spacebar then Enter to select customers.
	Freight	Select an option for how you want freight calculated and applied to the goods. Options are: Use Backorder Freight Amount - Micronet applies the freight amount entered on the invoice or backorder Flat Freight Amount - when the batch is printed or posted, Micronet displays the Enter Freight screen, prompting you to enter a flat freight amount for the entire batch Ask at Each Invoice - when invoices are printed for the batch, Micronet displays the Enter Freight screen (as shown above), prompting you to enter a freight amount for each invoice Use Freight Table - when the batch is printed or posted, Micronet displays the Enter Freight Number screen, prompting you to enter a freight table for each invoice. You can also press Tab or Enter to select a freight table.

Technical Tip

The following fields only apply if you are posting items to backorders, not to MJC jobs.

Enter Starting / Ending Order Number

If you are posting goods for a single customer, enter the starting and ending customer order numbers.

Copy Backorder Text

Select Yes if you want Micronet to print any text entered onto your orders at order entry time to any subsequent customer invoices posted in this batch. Otherwise, select No.

Allocate Complete Orders Only

Select Yes if you only want Micronet to post goods to backorders if the entire order can be filled. Otherwise, select No.

For example, if this field is set to Yes and 10 items are on backorder but you only have 7 items in stock, Micronet will not post the items to that backorder.

Technical Tip

The following fields only apply if you are posting items to MJC jobs, not to backorders.

	Enter Starting / Ending Job Number	If you want to limit postings to a particular job number range, enter the starting and job numbers. You can also press spacebar then Enter to select jobs.
	Enter Starting / Ending Item Number	If you want to limit postings to a particular item number range, enter the starting and item numbers. You can also press spacebar then Enter to select items.

If you want to print a verification report of the selected postings before printing or posting, refer to "Allocation From Purchasing / Transfers - File - Print Report".
Select what you want to do next:

create and print invoices for the pre-allocated items – refer to "Allocation From Purchasing / Transfers - File - Print Invoice"
create and print picking slips for the pre-allocated items – refer to "Allocation From Purchasing / Transfers - File - Picking Slip"
create paperless picking slips for the pre-allocated items – refer to "Allocation From Purchasing / Transfers - File - Paperless"
post the items to MJC jobs – refer to "Allocation From Purchasing / Transfers - File - Post to Job Costing".

Technical Tip

2.8 Feature

If the company setting Pick from one tile shade on the Invoicing Configuration screen is set to On Order Creation (see "Edit - Program - Invoicing"), Micronet will attempt to automatically allocate entire backorder quantities from one serial number / batch. If there is no serial number / batch with enough stock to satisfy an entire backorder quantity, there will be no automatic allocation for that line and the quantity Allocated will remain at zero.

When you post the pre-allocations, if there is no longer enough stock to satisfy an entire backorder quantity (e.g. because another user has taken some or all of the allocated stock), that line will simply not be added to the invoice / picking slip / job.