- [Instructor] Allocating inventory items
is a very important topic in Dynamics GP.
Let's take a look at an inventory item
and you'll see what I'm talking about.
I'm going to select the green phone,
item 100XLG.
If I click on the Go To button, I can navigate
to the quantities and sites inquiry window,
where I can see, overall, the on hand quantity
and the allocated quality.
On hand means how many do I actually have in my warehouse,
how many do I have on the shelf,
as opposed to allocated, meaning
how many have I not fulfilled, I haven't taken it
off the shelf yet, I haven't sent it out yet,
but I've put it on some other customer's order,
so it's not available to pick for a new order.
You can click on allocated
and it will show you exactly what other invoices
or orders that item has already been allocated on.
But I do see that, if I look at a particular warehouse,
as I click through these I cans see all the warehouses
or site IDs that that's allowed in.
If I go to the main site, I see that I have 30 available.
So, if I'm doing a sales order for that item,
I go to sales, sales transaction entry,
and I choose that green phone again,
and I'm looking at this site,
where there's nothing available,
it's going to complain, that's that window.
You can get rid of that by creating
an order type that has allocate by none.
Then it won't sort of bug you
with this quantity shortage window,
if it's not something you actually want to do.
But typically, when this window does come up,
you simply put all the items on back order
by selecting back order all.
Click okay, and then you'll see that the item
you put on order is now really on back order.
Now if I had 30 available in the main warehouse,
I can see that even in my item quantities
by sight look up, that's handy.
I can see I have 30 there, so I change the warehouse.
Now if I ordered 32, I'm going to be over by two,
so I'm going to back order this balance
of what's left over and so it put a certain amount
on invoice and a certain amount on back order.
So this is how allocation works
within the Dynamics GP sales order module.