Create a sales order with allocations

If some of the specific items require reservation (allocation) for the order, you can reserve them as described in the following instructions.
For more information on processing options for sales orders of the SO type, see: About sales orders with allocations.

1. Go to the Sales orders (SO301000) window.
2. Select SO as the order type.
3. In the Customer field, select the customer.
4. Check the location of the customer on the order, and change it in the window if needed.
5. Check the currency and the currency exchange rate on the customer document, and change these on the order if needed.
6. If this order is associated with a particular project, in the Project field (where the non-project code appears by default), select the project.
7. Change the date of the sales order, which by default is the current date, if needed.
8. In the Requested on field, specify the date when the customer wants to receive the order.
9. Optional: In the Customer order field, enter the reference number of the original customer document the sales order is based on.
10. Enter a brief description for this sales order.
11. On the Delivery settings tab, check the ship-to information.
12. Notice in the Sched. shipment field the date when the shipment of this order is scheduled; by default, it is the Requested on date minus the lead days for this customer.
    Change the date if needed.
13. In the Shipping rule field, notice the default shipping rule used for this customer. Select another rule if needed.
14. On the Document details tab, for each item you want to add to the sales order, perform the following steps:
    1. Click in the toolbar and start typing in the Item ID field. You can also search for an item by clicking , the Item lookup dialog box appears with a list of active stock items.
    2. Optional: In the Item lookup dialog box, to find the item by a string in its item ID or description, type this string in the Item field.
    3. Optional: In the dialog box, select the Sales after check box if the item has been sold recently.
       The Sales after field appears with the date that is three months earlier than the current business date; select another date if needed.
       The list of items is populated with the items that have been sold in this period.
    4. Optional: In the dialog box, notice whether the Show available items only check box is selected.
       With this check box selected, you may not see some of the items.
    5. Optional: To narrow the resulting list to items located in a particular warehouse, select the warehouse in the Warehouse field.
    6. In the resulting list, select the line with the item you want to add, and in the Qty. selected column, specify the requested quantity of the item (measured in the default unit of measure shown in the UoM column).
       Notice the item availability data for the selected warehouse, which appears in the columns to the right.
    7. Click Add and close at the bottom of the dialog box.
    8. Review the shipping rule for the line. Select another rule if it is needed for this item.
    9. Review the date in the Requested on column.
       By default, it is the Requested on date specified for the order.
       Change the date if it is needed for this item and if it complies with the line' shipping rule.
    10. Review the date in the Ship on column.
        By default, it is the Sched. shipment date. Change the date if it is needed for this item.
    11. Click .
        The line numbers are assigned automatically and cannot be changed.
15. If you need to reserve the quantities of specific items in the source warehouses for this sales order, perform the following steps for each item whose quantities should be reserved:
    1. On the Document details tab, select the order line for the item.
    2. Click the Allocations button in the toolbar.
    3. In the Allocations dialog box, select the Allocated check box for the line.
       If the full quantity is not available in the source warehouse, the system adjusts the quantity in the line (replaces it with the available quantity) and adds one more line for the remaining quantity.
    4. For the additional line, select the check box in the Allocated column.
       Select the source warehouse from a list of warehouses, and review the quantity to be transferred from this warehouse; notice the item quantity available in this warehouse in the Qty. on hand column.
       The system may add one more line if the available quantity in the warehouse is less than the remaining quantity; if it does, either adjust the requested quantity or continue reserving item quantities in other warehouses.
       Click OK to save the allocation and close the dialog box.
16. If the Lot and serial tracking functionality is enabled in your system, and you want to specify particular lot or serial numbers for the items listed on the order, select a line with the item requiring lot or serial numbers, click Allocations on the toolbar.
    If you haven't performed any allocation for this item, select the only line in the Allocations dialog box.
    If you already have performed allocations for this item, execute the steps below for each of the allocation lines.
    1. In the Lot/serial no. column, select one of lot or serial numbers available in the allocation warehouse.
       Notice as the line quantity changes to 1 in case the item has serial numbers or to the lot quantity in case the item has lot numbers, and as a new line for the remaining quantity is added.
       In the new line, select another serial or lot number. Repeat this step until the remaining quantity is zero.
    2. Click OK to save the allocations and close the dialog box.
17. In the top part of the window, clear the Hold check box.
18. Click .

If your order requires any transfers, you will need to create and process transfer orders.