This process will automatically allocate the ordered quantities to the various logical warehouses based on a percentage allocation that is set by the user. The default percentage allocation is entered for each of the logical warehouses linked to a physical warehouse. The allocation rule can be by company, supplier and PO type.
The ordered quantities entered on the Purchase order detail line will be automatically allocated to the different logical warehouses using the default percentage allocation. The user will be able to override the default allocation on a particular Purchase order being created. This is done by selecting the function key which displays the defaults and allows changes.
The automatic allocation will only be done when the Purchase order is initially created. The allocated quantities to the logical warehouses can still be manually changed on each detail line using the normal Purchase order maintenance function.
- In the menu, expand Base Modules > Distribution > Inventory Management > Purchasing > Maintenance and double-click PO Auto-Allocation Definition. DSW035 Purchase Order Allocation panel appears in change mode.
| Options | Description |
| Work with | Access Purchase Order Allocation in maintenance mode to change the percentage of stock to be allocated to each logical warehouse. |
| Delete | Access Purchase Order Allocation in delete mode to delete selected definition. |
| Change | Access Purchase Order Allocation in change mode to change the header definition. |
| Copy | Access Purchase Order Allocation in copy mode to copy the details of definition of the selected Purchase order allocation definition. |
| Inquiry | Access Purchase Order Allocation in inquiry mode to inquire on details of the selected Purchase order allocation definition. |
| Functions | Description |
| Add | Access Purchase Order Allocation in Add mode to add a new purchase order allocation definition. |
| Filter | Access Purchase Order Allocation in filter mode for search facility by Company, Supplier, PO type, and Warehouse. |
- Click Add. DSW035 Purchase Order Allocation panel appears in add mode.
- Enter the following information, as required.
| Field | Description |
| Sequence number | Determine the preferred sequence for each physical/logical warehouse allocation when generating the order quantities to purchase order. |
| Company | Company number that is to be used in the definition for the General Ledger posting. |
| Supplier | Supplier of the purchase order. |
| PO type | The type of purchase order determines whether the selected type is to be used in the Automatic allocation for quantities for each logical warehouse. |
| Physical warehouse | The physical warehouse to be used with its logical warehouses for stock allocation when creating purchase orders. |
- Click OK and enter the required percentage of stock that should be in the Purchase Order Allocation for each logical warehouse.
- Click OK to save the allocation.
