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How to mass allocate inventory?


Kandy Beatty
Captain II
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If I have an order for 3 items and I have no stock on hand (non-manufactured items), I still want to allocate those items after a PO is received. How can I allocate the stock such as a mass allocation in Acumatica? I know I can go to each order but if there are many, how can that be done? Looking for any suggestions on experiences or work arounds. 

 

Best answer by Dana Moffat

Hi @kbeatty21 , there is a configuration in the Order Type to require stock allocation.  This will do the initial automatic allocation to the sales order.  However, backorders aren’t covered by this setting. 

Backorder/Allocation Management is a hot topic.  I have conducted user/partner interviews on the subject and we have prioritized this in our product backlog.

Many have visited this Community Post - there is an interesting discussion going on here. 

 

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Manikanta Dhulipudi
Captain II
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Hi @kbeatty21 

 

There is no process to automatically “allocate” stock to orders.  It would be great if there was

See below KB article 

https://community.acumatica.com/inventory-and-order-management-124/how-to-configure-automatic-allocation-of-items-that-have-been-back-ordered-during-initial-entry-of-sales-orders-165

Thanks


Kandy Beatty
Captain II
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  • Author
  • Captain II
  • 2183 replies
  • October 6, 2022
manikantad18 wrote:

Hi @kbeatty21 

 

There is no process to automatically “allocate” stock to orders.  It would be great if there was

See below KB article 

https://community.acumatica.com/inventory-and-order-management-124/how-to-configure-automatic-allocation-of-items-that-have-been-back-ordered-during-initial-entry-of-sales-orders-165

Thanks

Thanks @manikantad18  That’s what I am looking for is either an automatic allocation or mass update. 


Dana Moffat
Acumatica Moderator
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  • Acumatica Moderator
  • 554 replies
  • Answer
  • October 7, 2022

Hi @kbeatty21 , there is a configuration in the Order Type to require stock allocation.  This will do the initial automatic allocation to the sales order.  However, backorders aren’t covered by this setting. 

Backorder/Allocation Management is a hot topic.  I have conducted user/partner interviews on the subject and we have prioritized this in our product backlog.

Many have visited this Community Post - there is an interesting discussion going on here. 

 


Kandy Beatty
Captain II
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  • Author
  • Captain II
  • 2183 replies
  • October 7, 2022
Dana Moffat wrote:

Hi @kbeatty21 , there is a configuration in the Order Type to require stock allocation.  This will do the initial automatic allocation to the sales order.  However, backorders aren’t covered by this setting. 

Backorder/Allocation Management is a hot topic.  I have conducted user/partner interviews on the subject and we have prioritized this in our product backlog.

Many have visited this Community Post - there is an interesting discussion going on here. 

 

HI @Dana Moffat  Thank you for this. Maybe a future consideration for Acumatica?


Dana Moffat
Acumatica Moderator
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  • Acumatica Moderator
  • 554 replies
  • October 13, 2022

Hi @kbeatty21 , yes this is something that is being considered.  We have been gathering requirements and have spoken to community members as well as partners about this topic.  We definitely want to get this into the product as soon as we can.  - Dana


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