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Allocation remains after linkage to production order is removed

  • August 4, 2023
  • 3 replies
  • 106 views
L
Captain II
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Hello,

We have a Sales Order(#1) with a linked production order.  We have QTY in stock and wish to ship against another sales order(#2).  We removed the linkage between the SO(#1) and the production order.  However, when we look at the Inventory Allocation details screen, it still shows the QTY is allocated to this Sales order(#1) with allocation type “SO Allocated”.

We were hoping breaking the linkage to the production order would remove the allocation.

How do we eliminate the allocation so we can ship against the other Sales Order(#2)?

Best answer by Kandy Beatty

Debbie,

Thanks for the response!

Yes I did the unlink from the production order/references tab.

I believe it should have eliminated the allocation.

However, I found a work around.

In the Sales Order Screen:

Highlight the line and click “Line Details”

Then clear the “Allocated” check box.

An extra step, but it seems to work.

Thanks!

Larry

Thanks for sharing this. I had the similar problem and found this exact work around. As you stated, extra step but it works. :)

If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
    Kandy Beatty
    E

    3 replies

    Debbie Baldwin
    Acumatica Moderator
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    • Debbie Baldwin
    • Acumatica Product Manager
    • August 4, 2023

    @ltussing03 - did you unlink this from the Production order/References tab? If so please log a case with Support. 

    Debbie Baldwin
    Kandy Beatty
    Chris Hackett
    L
    Captain II
    Forum|alt.badge.img+5
    • ltussing03
    • Author
    • Captain II
    • August 4, 2023

    Debbie,

    Thanks for the response!

    Yes I did the unlink from the production order/references tab.

    I believe it should have eliminated the allocation.

    However, I found a work around.

    In the Sales Order Screen:

    Highlight the line and click “Line Details”

    Then clear the “Allocated” check box.

    An extra step, but it seems to work.

    Thanks!

    Larry

    If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
    Kandy Beatty
    angierowley75
    Chris Hackett
    Kandy Beatty
    Captain II
    Forum|alt.badge.img+17
    • Kandy Beatty
    • Captain II
    • Answer
    • August 7, 2023

    Debbie,

    Thanks for the response!

    Yes I did the unlink from the production order/references tab.

    I believe it should have eliminated the allocation.

    However, I found a work around.

    In the Sales Order Screen:

    Highlight the line and click “Line Details”

    Then clear the “Allocated” check box.

    An extra step, but it seems to work.

    Thanks!

    Larry

    Thanks for sharing this. I had the similar problem and found this exact work around. As you stated, extra step but it works. :)

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    Chris Hackett
    L
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