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Locating and Allocating Products Using the Part Locator Engine (End User)

Instead of using the Fulfillment Engine to locate and allocate (or reserve) the products in order line items, you can use the Part Locator Engine to locate and allocate these products. You have more control over the fulfillment process when you use the Part Locator Engine.

This task is a step in Process of Managing Fulfillment.

To locate and allocate products using the Part Locator Engine

1. Navigate to the Service Orders screen, then the List view.
2. Drill down on the Order number (#) field for a selected order, and click the Line Items view tab.
3. Select a line item.
4. On the link bar, click Part Locator, and click one of the following buttons:
   • Locate. In the Available/Substitute list, the Part Locator Engine displays the available quantity of the product in the selected line item and the available quantity of substitute products for this product. You can see the inventory location of each product.
   • Locate All. In the Available/Substitute list, the Part Locator Engine displays the available quantities of the products in all of the line items of the order and the available quantities of substitute products for these products. You can see the inventory location of each product.

     NOTE:  Make sure that the check box is not selected in the Service Product field in the Products view of the Administration - Product screen. If this check box is selected, then the Part Locator Engine does not find any products.

5. Select a record in the Available/Substitute list.
6. In the Qty field, enter the quantity of product to allocate to the order line items.

   If you do not specify a quantity, then the total available quantity is allocated to the order line items.

7. Select one of the following commands:
   • Allocate. For the selected record in the Available/Substitute, the Part Locator Engine allocates (or reserves) the quantity for the order line item. The allocated quantity appears in the Line Allocation list, and an inventory transaction of the Allocate type is created.

     Alternatively, you can click the Allocate button.

   • Allocate All. For all of the records in the Available/Substitute list, the Part Locator Engine allocates (or reserves) the quantities for the appropriate order line items. The allocated quantities appear in the Line Allocation list, and an inventory transaction of the Allocate type is created.