Item Details - Pre Alloc

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Item Details - Pre Alloc

You use this option to pre-allocate a quantity of an item on a docket, layby or quote to any manual or automatic purchase orders that exist in Micronet. This links the sales order to the purchase order so that when the goods are received, they can be automatically allocated to the order.

Display the Item Details screen.

Refer to "Entering the Item Details".

Select the Pre Alloc button.

Technical Tip

This button is only enabled if the delivery option selected in the Delivery Options field is set to allow pre-allocations. This is set in the Produce PO field on the Delivery Options screen. (For more information, refer to "Edit - Applications - POS - POS Enhanced".)

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 sales order item.
	Qty Ordered	Micronet displays the quantity of the item ordered as entered on the Item Details screen.
	Qty Pre-Allocated	Micronet displays the quantity of the item pre-allocated to this order. This field is updated as you pre-allocate quantities of the item using the steps below.
	Current Allocations	Micronet displays any quantities of the item that have already been pre-allocated to purchase orders.
	Purchase Orders	Micronet displays all manual and automatic purchase orders that exist for the item.
	Confirmed Orders Only	Check this box if you only want Micronet to display confirmed orders in the Purchase Orders section of this screen. Leave it unchecked to display all purchase orders.

To pre-allocate a quantity of the item to this order, 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 sales order 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 Item master file. For more information, refer to "File - Inventory - Item".)

Repeat the steps above to perform further allocations.

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

Micronet redisplays the Item Details screen.

Reference

The allocation is completed during the goods receipt process. For more information, refer to "Inventory - Goods Received".