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Inventory still allocated after order is complete


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Hi all, I was just informed we still have allocated inventory from orders that were completed back in 2020. How do we ‘release’ this so we have correct inventory levels?

Our inventory allocations jump from the end of 2020 to February 2023 so it looks like something happened 2 years ago that caused these allocations to become “stuck”?

 

Best answer by Kandy Beatty

Hi @swartzfeger 

One of the first things to check is the Unreleased Material Allocations under Production> Transactions

What is the availability Calculation Rule on the item? It can be found on the Item Class setup:

Are there any receipts that have not been released? (Inventory> Receipts)

 

The last thing I would look at as well is the Recalculate Inventory (there’s a chance that something is hung up there)

 

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6 replies

Kandy Beatty
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  • Captain II
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  • Answer
  • March 7, 2023

Hi @swartzfeger 

One of the first things to check is the Unreleased Material Allocations under Production> Transactions

What is the availability Calculation Rule on the item? It can be found on the Item Class setup:

Are there any receipts that have not been released? (Inventory> Receipts)

 

The last thing I would look at as well is the Recalculate Inventory (there’s a chance that something is hung up there)

 


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  • Author
  • Freshman II
  • 129 replies
  • March 7, 2023
kandybeatty49 wrote:

Hi @swartzfeger 

One of the first things to check is the Unreleased Material Allocations under Production> Transactions

What is the availability Calculation Rule on the item? It can be found on the Item Class setup:

Are there any receipts that have not been released? (Inventory> Receipts)

The last thing I would look at as well is the Recalculate Inventory (there’s a chance that something is hung up there)

 

Kandy, would these rules preclude inventory from completed orders to unallocated?

It seems like these are ok.


Kandy Beatty
Captain II
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Hi @swartzfeger 

Yes, it should not include completed orders. 


Manikanta Dhulipudi
Captain II
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Hi @swartzfeger 

Please reach out to Acumatica, they can the update the allocation details if you still getting the error after running all steps verified as @kandybeatty49  Indicated.

Item Plan need to update in the DB level.

Thanks


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  • Author
  • Freshman II
  • 129 replies
  • March 7, 2023
kandybeatty49 wrote:

Hi @swartzfeger 

Yes, it should not include completed orders. 

Awesome… so which “Include” should I uncheck, receipts or po receipts?


Kandy Beatty
Captain II
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It should not be taking completed orders into place. Please see the help, this may answer more of your questions:

https://help-2022r2.acumatica.com/(W(27))/Help?ScreenId=ShowWiki&pageid=36d6e854-c66e-4d9f-b150-6abbf0ece76b


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