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Allocating items in sales order and service order conditions

Menu path

  • Order à Entries à Sales orders
  • Service à Entries à Service orders


On this page, you can reserve items in sales orders or service orders.

What version are you using?

The information in this document is based on product update 404.

How do I allocate items in sales or service orders?

  1. Click New to create a sales or service order entry. Alternatively, select an existing sales or service order, and then click Open.
  2. If it is a new entry, fill in the required information. Otherwise, proceed to step 3.
  3. Click Conditions.
  4. Click Allocate. The Allocate screen will be displayed.
  5. Select an order line in the Requirements section, and then select a warehouse which has the stock that you want to allocate at Warehouse in the Free section.
  6. Select the appropriate free stock in the Free section.
  7. Click Allocate. You will see that the received quantity has increased in the Received column and the available quantity reduced in the Ordered/Available column. After allocation, the Unallocate button will be enabled and you can click the button if you want to undo the allocation for the request.
  8. Click Close to exit.



Related documents

 Main Category: Support Product Know How  Document Type: Support - On-line help
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 13.522.684
 Assortment:  Date: 26-09-2022
 Release:  Attachment: