Allocating

Objective

Link Received Stock to open PO(s)/Transfer

Inputs

• Allocation Date*
• PO Number(s) / Transfer Number
• Location*

*Required field

Rules

• All Possible Status:
  • DRAFT - Only Local changes.
  • IN PROGRESS
  • FINISHED

Actions

• START (Only by warehouse admin)

  • Update Status to IN PROGRESS
  • Lock in Location, PO(s)/Transfer

• CHECK & FINISH

  • Check for variances, if variances give warning (show variances) and confirmation on finish
  • if confirmed, Update Status to ALLOCATED & set statuses for PO items to Received/Partially Received in PO (does not affect inventory)

Flow