Using Lot Allocations

While entering orders, you can lot allocate a line to multiple lots or partially lot allocate the line. You can also change the lot allocations on the sales order pages, depending on the stage of fulfillment processing for the line.

This topic provides overviews of partial lot allocations and changes to lot-allocated lines and lists the pages used to use lot allocations.

To lot allocate an order line or schedule, the status must be Open. Lot allocation is performed as soon as you save the order if the Skip Lot Allocation option is not selected on the schedule or line and the Lot Allocate option is selected for the PeopleSoft Order Management Business Unit. Otherwise, you can lot allocate from the Lot Allocation component accessible from the Header menu on the Order Entry Form page.

Note: Lot allocations cannot be performed in the counter sales environment if the customer is picking up the product unless you navigate to the Picking Feedback page.

If you partially lot allocate a line during order entry, the system creates a backorder for the unallocated portion of the line, as long as back orders are not set for automatic cancellation (cancel backorder flag equals Yes). To allocate the back order when more lot-controlled products become available, use the Allocation Workbench or the Allocate Lots component in PeopleSoft Inventory (Inventory, Fulfill Stock Orders, Stock Requests).

Note: The backordered quantity must be fully lot allocated.

To enable partial lot allocation, set the Partials field to Yes and the Cancel BO field to No on the Ship Options 2 tab in the Order Lines region of the Order Entry Form page or the Shipment Schedules page. The default values for these fields come from the Ship To region in the Order Header region of the Order Entry Form page. Depending on how you set up your customers, you can set the defaults on one of these pages:

  • The customer General Information - Ship To Options page.

  • The Order Group Terms page.

You can change a lot allocation for the order line or schedule on the sales order pages depending on the status of the order within the fulfillment process.

The schedule can be allocated or canceled until some portion of the schedule has been allocated from a storage location in PeopleSoft Inventory. You can no longer lot allocate or cancel the allocation of any demand lines associated with the schedule if any of the demand lines are in the Released (40) state in PeopleSoft Inventory.

If the line that was lot allocated, either partially or fully, has not appeared on the picking plan, you can change the lot allocation on the Allocate Lots component accessible from the line and schedule.

If the lot-allocated line has appeared on a picking plan, you can view how the quantity was allocated, but it is unavailable for update from the sales order pages.

For partial lot allocations, you can allocate the backorder portion of the line on the Allocate Lots component if the back order has not appeared on a picking plan.

You can also use the Allocate Lots component in PeopleSoft Inventory to lot allocate an order line or schedule that was not allocated during order entry or to reallocate an order line or schedule after you entered the order.

When manually lot allocating, the quantity is automatically reserved, regardless of the PeopleSoft Order Management Business Unit auto-reserve setting. The quantity is reserved against the inventory business unit as well as the lot. When you increase the quantity of the lot, the reserved quantity and lot quantity of the inventory business unit is adjusted to reflect the increase. When you decrease the quantity of the lot, only the lot quantity is adjusted to reflect the decrease. The quantity reserved against the inventory business unit will remain reserved. To cancel the reserve of this line, you will have to go to the Undo Fulfillment process page.