Contents of the Create Inventory Allocations Screen
Use the fields and options to configure the Create Inventory Allocations screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
Field | Description |
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Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
Description |
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Selection Ranges
Field | Description |
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Planner |
Use this criteria to filter based on the planner ID in order to determine what reservations are selected for inventory allocations. |
Warehouse |
Use this criteria to filter based on the warehouse ID in order to determine what reservations are selected for inventory allocations. |
Project |
Use this criteria to filter based on the project ID in order to determine what reservations are selected for inventory allocations. |
Option |
Use this drop-down box to select the range on which to filter planner IDs. The valid options are:
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Start |
Enter, or click
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End |
Enter, or click
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Options
Select Reservations
Use the check boxes in this group box to determine what reservations are selected for inventory allocations.
Field | Description |
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Manufacturing Orders |
Select this check box to allocate inventory to MO requirement reservations. This check box is disabled if the Manufacturing Orders option is cleared on the Configure Inventory Setting screen. |
Include Firm Planned MOs |
Select this check box to allocate inventory to firm planned MO requirement reservations. This check box is disabled if the Manufacturing Orders option is cleared on the Configure Inventory Setting screen. |
Sales Orders |
Select this check box to allocate inventory to sales order reservations at the line and components levels. This check box is disabled if the Sales Orders option is cleared on the Configure Inventory Setting screen. |
Purchase Orders |
Select this check box to allocate inventory to purchase order reservations. This check box is disabled if the Purchase Orders option is cleared on the Configure Inventory Setting screen. |
Inventory Issues |
Select this check box to allocate inventory to inventory issue reservations. This check box is disabled if the Inventory Issues option is cleared on the Configure Inventory Setting screen. |
Include Issue Requests |
Select this check box to allocate inventory to inventory issue requests (pending reservations). This check box is disabled if the Inventory Issues option is cleared on the Configure Inventory Setting screen. |
Inventory Transfers |
Select this check box to allocate inventory to inventory transfer reservations. This check box is disabled if the Inventory Transfers option is cleared on the Configure Inventory Setting screen. |
Include Transfer Requests |
Select this check box to allocate inventory to inventory transfer requests (pending reservations) This check box is disabled if the Inventory Transfers option is cleared on the Configure Inventory Setting screen. |
Reservation Need Date Cutoff |
Enter, or click
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