Field descriptions: Sales order mass allocation

This page describes the fields for the Sales order mass allocation page. The fields are listed in alphabetical order.

Field Description
Action The stock process to perform on the sales orders. This can be a mass stock allocation to all or selected sales orders, or a mass deallocation to clear allocated stock from all or selected sales orders.
Company

The parent company name.

If you select the site first, this field is set to the parent company for the selected site.
Delivery mode To filter sales orders by delivery mode, enter or select the required delivery mode.
Description

The reference for the mass allocation or mass deallocation results set. This is a free-format text field. Use it to identify the set of allocation or deallocation results on the Allocation result inquiry page.
From item
To item

The stock item name.

To filter for a single item stored at the site, enter or select the same item for the From item and To item fields.

To filter for a range of items, enter or select the required items.

To include all stock items, leave blank.
From sales order
To sales order

The sales order reference.

To allocate or deallocate all items for a single sales order, enter or select the same sales order reference for the From sales order and To sales order fields.

To filter for a range of sales orders, enter or select the required sales order references.

To include all sales orders, leave blank.
From sold-to customer
To sold-to customer

To filter sales orders for a single sold-to customer, enter or select the same customer for the From sold-to customer and To sold-to customer fields.

To filter for a range of sold-to customers, enter or select the required sold-to customers.

To include all sold-to customers, leave blank.
Incoterms® rule To filter sales orders by Incoterms® rule, enter or select the required Incoterms® rule.
Latest shipping date

The latest sales order shipping date.

If you select a sales order shipping date, stock is allocated to or deallocated from all lines of all sales orders with a shipping date on or before the entered date.

To allocate stock to or deallocate stock from all sales orders corresponding to the selected site, leave blank.
Site

The stock site name.

You need to enter a site. If you select the parent company first, you can only select from sites that belong to the parent company.

New batch task

Use this screen to schedule an automatic mass allocation or deallocation task for the sales orders that correspond to the selection criteria.

Field Description
At time The time the task runs for each iteration. If the recurrence is Daily, the task runs each day at this time. If the recurrence is Weekly and you selected specific week days, the task runs on these days at this time. The time is in 24-hour format.
Days For a weekly recurrence, select the week day or days the task runs.
Recurrence For a recurring task, sets if the task should run daily or weekly. If you select Weekly, then select the week days the task runs.
Recurring Select Recurring to schedule a recurring allocation or deallocation task.
Run once Select Run once to schedule a unique allocation or deallocation task.
Start date The day when the task can begin.
Start time The hour the task begins on the start date. The time is in 24-hour format.
Stop date The day when the recurring task stops.
Stop time The hour the recurring task stops on the stop date. The time is in 24-hour format.