Allocating a single order

To allocate a single order:
  1. Select Outbound > Shipment Order. The Shipment Order screen is displayed.
  2. To display a list, click Search.
  3. Select a Shipment Order. The Detail View is displayed.
  4. Click Actions and select Allocate.
  5. To confirm, click Yes.

Allocating a single order using Allocation Trace

To allocate a single order using allocation trace:

  1. Select Outbound > Shipment Order. The Shipment Order screen is displayed.
  2. To display a list, click Search.
  3. Select a Shipment Order. The Detail View displays.
  4. Click Actions and select Allocation Trace.
  5. To confirm, click Yes.

Allocating multiple orders

To allocate multiple orders at once from the list view of shipment orders:

  1. Select Outbound > Shipment Order. The Shipment Order screen displays.
  2. To display a list of orders to review, specify desired selection criteria and click Search.
  3. Click the checkbox for one or more Shipment Orders to select for allocation.
  4. Click Actions and select Allocate.
  5. Allocation runs for selected orders and the Status updates based on the results.
    Note: : Other actions available to be performed from the list view include the ability to Release to task manager and Unallocate orders.

Allocating multiple orders using Allocation Trace

To allocate multiple orders at once from the list view of shipment orders:

  1. Select Outbound > Shipment Order. The Shipment Order screen displays.
  2. To display a list of orders to review, specify desired selection criteria and click Search.
  3. Click the checkbox for one or more Shipment Orders to select for allocation.
  4. Click Actions and select Allocation Trace.
  5. Allocation runs for selected orders and the Status updates based on the results.
    Note: Other actions available to be performed from the list view include the ability to Release to task manager and Unallocate orders.

Manual allocation by adding pick detail

To manually allocate a pick detail to the order:

  1. Select Outbound > Shipment Order. The Shipment Order screen is displayed.
  2. To display a list, click Search.
  3. Select a Shipment Order. The Detail View is displayed.
  4. Select the Pick Detail tab.
  5. On the Pick Detail tab, click New.
  6. In the Line # field, specify the order detail line number of the line for which you need to create a pick, or select the line number from the Lookup.
  7. In the Quantity field, specify the quantity.
  8. In the Lot field, specify the lot number or select the lot number from the Lookup.
  9. Specify values into the other fields if applicable.
  10. Click Save to save the new pick detail.