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Allocation of serialized materials until remainder of order arrives

  • May 7, 2025
  • 2 replies
  • 48 views

Looking to see if the rest of the room has any creative ideas to accomplish this.

 

We create orders with multiple pieces.  Some of the pieces are in stock and the other pieces may need to be sourced.  You can go in and allocate a serial number but it still allows another order to allocate it until someone tries to confirm a shipment (Hard transaction).  Then it stops you due to being allocated to multiple orders.  

 

How can i allocate an item where it won’t allow someone else to choose/allocate it as well?  (Pack and Hold electronically).  

Best answer by vanessaafonso02

Hard allocation of the item in the Line Details should prevent the allocation of the serialized item on another order. 
 

Hard Allocation of item in the Line Details

 

2 replies

vanessaafonso02
Acumatica Employee
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  • Acumatica Support Team
  • Answer
  • June 27, 2025

Hard allocation of the item in the Line Details should prevent the allocation of the serialized item on another order. 
 

Hard Allocation of item in the Line Details

 


  • Author
  • Freshman I
  • July 23, 2025

i will run a test with sales to see if this works for them.