Allocate Button

The Allocate Button is used to allocate all or a portion of the available quantity for the item to the sales or shop order line that is selected (highlighted) when the button is pressed.  You may not allocate more than the smaller of the amount required to complete the sales or shop order line, or the available quantity for the item.

When you select a valid sales or shop order line and press the Allocate Button, the system will display a prompt so that you can enter the quantity to allocate to the order.  If you enter a valid quantity (less than or equal to the available quantity for the item) and then press the OK button, the system will update the selected line, and it will re-display the records in the Tab Page that you are in so that you see the updated information for the item.

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Deallocate Button