Go to Purchase Orders>>Add PO.

The system will open the Bulk Purchasing Mode.

Search for the Prebook(s) to be allocated and selected them. The truck date of the Prebook cannot be in the past.

Click on the Mass Future Allocations button or use the keyboard shortcut Ctrl+ shift + m.

The system will open the Allocation Process window. The system allows you to apply some restrictions for this process:

Require product vendor to match Prebook vendor: Checking this option, the system will require the Prebook vendor (set up either in the Bulk Purchasing Mode or in the Prebook) to be identical to the Vendor of the future inventory product. Leaving this field empty, the system will first search for products available for the vendor entered in the Bulk Purchasing Mode (as a first option) or in the Prebook (as a second option). In case the system cannot find any, the system will search for products coming from any vendor. If this option is unchecked and the Prebook does not have any vendors, the system will randomly search for products available coming from any vendor.
Use exact match for the breakdowns: by checking this option, it must be an exact match of the breakdown on the Future Sales box and the Prebook breakdown, or the line will remain unallocated. In the case of lines in units, the system will be able to search for any product within a breakdown to make the allocation.
Require product mark code to match the Prebook mark code: the future sales product mark code must match the mark code of the Prebook line.

If you do not wish to apply any restrictions, leave the checks empty and click on Continue.

Aging Filter

The Aging is estimated based on the Prebook Truck Date and the Arrival Date of the PO. It is important to point out that the maximum aging that will be considered for this process will be based on the Truck Days After setting of Future Sales setup in the cases where this value is greater than the Aging to entered in the Allocation Process window.

The allocation process will begin and may take a couple of minutes. If the entire Prebook line is fulfilled, it will no longer appear on the Bulk Purchasing Mode screen. The lines in the Purchase Order used to fulfill the requirement will be assigned to the customer of the Prebook.

Browser not supported