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Import scenario: Allocating sales orders that have line items that are not allocated


How do I use an import scenario to allocate inventory on sales orders that has not been previously allocated? Recently started using auto allocation on sales orders but there are still many that are open that have not been allocated. This is messing up the inventory count. Is there a way via import scenario to allocate all unallocated inventory on sales orders. 

Best answer by fredodendaal94

Hi, depending on what version you are on, there is a screen called manage sales allocations where you can bulk allocate or unallocate sales orders.

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3 replies

  • Freshman II
  • 3 replies
  • Answer
  • October 15, 2024

Hi, depending on what version you are on, there is a screen called manage sales allocations where you can bulk allocate or unallocate sales orders.


Manikanta Dhulipudi
Captain II
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@dlesser Starting from 24R1 you will have Manage sales allocation to allocate or deallocate the items from the sales order.


dcomerford
Captain II
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  • Captain II
  • 639 replies
  • October 15, 2024

The Manage Allocation screen should resolve this. I have previously built a Business Event based on a GI that looked for new Purchase Receipts and then used an Import Scenario to update stock allocations but it was quite complex to do but it worked.


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