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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

The system allows procurement users to change allocations from the Bulk Purchasing Mode. This article explains how this option works.


Info
titleImportant Considerations
  • This option is only available for PO items already confirmed.
  • For items in units, the system will allow to update and delete quantities.
  • For items in boxes, the system will only allow to delete the allocations.
  • If the Products of the PO have already been confirmed from the Staging Area, the system will not allow to perform any change in the Allocations.

Instructions to Reallocate Items


Ui steps
sizesmall


Ui step

Go to Purchase Orders>>Add PO.


Ui step

Click on the Purchased tab. This screen displays all the PO items , even if they don't have a Prebook associated.


Ui step

Use the available filters to find the Purchase Order for which you want to reallocate any quantity.


Ui step

Go to the Actions drop-down menu and click on Reallocate.

Ui step

Go to the Actions drop-down menu and click on ReallocateChange Allocations.


Ui step

The Reallocate Change Allocations screen will open. The system will show the current product information, the current Allocation Current Allocations (with all the Prebooks associated to it) and finally, a section named New Allocation, to perform other allocations.


Ui step

Enter the new quantity in the Current Allocations field and hit the Enter key. A confirmation message will appear at the botton-right hand corner of the screen.

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How to Delete an Allocation

This option is allowed for items either in boxes and units. To delete an allocation, follow the previous instructions and in the Current Allocations sections, go to the Actions column and click on Delete. A confirmation will appear, and once you click on Yes, Continue, the system will ask you if you want to delete the items also from the Prebook.

Info
titleInformation

If the Prebook items are associated to another PO, the system will reduce the quantities of the Prebook.


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How to Perform New Allocations


Info
titleInformation

If the settings


The system also allows to perform allocations from the same screen provided that there are still units available to assign to another Prebook. To do so, go to the New Allocations section and enter the information of the Prebook click on Add once you're done. The system will add the line to an existing Prebook with the same information or will create a new one.

The system will only list the customers with the setting Show on New Allocation screen enabled.

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titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "po-allocations" , "allocations" , "reallocate" )


Ui text box
sizemedium

(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.


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