Create a sales order with reserved allocations

1. Go to the Sales orders (SO301000) window.
2. Select SA 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 on the form 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 dialog box, select the Sales after check box if the item has been sold recently.
       The Sales after box 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.
    3. Optional: In the Item lookup dialog box, to find the item by a string in its item ID, or description, or alternative item ID, type this string in the Item field.
    4. Optional: To narrow the resulting list to items located in a particular warehouse, select the warehouse in the Warehouse field.
    5. 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.
    6. Click Add and close at the bottom of the dialog box.
    7. Review the shipping rule for the line. Select another rule if it is needed for this item.
    8. 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.
    9. 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.
    10. Click .
        The line numbers are assigned automatically and cannot be changed.
15. To view how the quantities of the items for the order are allocated, complete the allocations, and view whether transfers will be needed, perform the following steps for each item:
    1. On the Document details tab, select the order line for the item.
    2. Click the Allocations button in the toolbar. This brings up the Allocations dialog box.
    3. If there is only one line shown for the item in the dialog box, it has the Allocated check box selected, which means that the full quantity is reserved in a single warehouse; click OK to exit the dialog box and proceed to Step 13.
       If there are more lines, that means that the available quantity at the specified warehouse is less the ordered quantity and you have to reserve the remaining quantity in another warehouse or in multiple warehouses.
    4. In the additional line, select the Allocated check box.
       This enables the Alloc. warehouse column; click to bring up the Select dialog box.
    5. In the Select dialog box, select the warehouse from a list of warehouses, and specify the quantity to be reserved in this warehouse. Notice the item quantity available in this warehouse in the Qty. on hand column.
       If the order line's full quantity has been allocated, click OK at the bottom of the dialog box.
    6. If still there is some quantity to allocate, repeat the two previous sub steps and click OK at the bottom of the dialog box.
16. In the top part of the window, clear the Hold check box.
17. Click .

If the reserved quantity is split between multiple warehouses, appropriate allocations will be visible in the Create transfer orders (SO509000) window and you can generate transfer orders for the selected allocations or for all of them.