Technical Considerations

Consider this for Product Allocation preference:

Task	Description	Task	Description
Working with kits and configured items.	The Product Allocation preference does not function for kits and configured items.	Working with kits and configured items.	The Product Allocation preference does not function for kits and configured items.
Quantity sold and balance calculations.	The balance column on the Product Allocation Profile Revisions form updates with the quantity available to purchase if any of these conditions apply: Use Allocation Method 1. Use Allocation Method 2 with the amount remaining in the Quantity Pool. If you place an order on hold because it exceeds the allocated amount, the system displays the balance as a negative amount for either Allocation Method 1 or 2.	Quantity sold and balance calculations.	The balance column on the Product Allocation Profile Revisions form updates with the quantity available to purchase if one of these conditions apply: Use Allocation Method 1. Use Allocation Method 2 with the amount remaining in the Quantity Pool. If you place an order on hold because it exceeds the allocated amount, the system displays the balance as a negative amount for either Allocation Method 1 or 2.
Activating product allocation	You can set quantity limits to define the quantity that a customer or customer group is allowed to purchase or the quantity of each item or item group that is allowed to be sold. You must use the Product Allocation Hold code with the Product Allocation Preference.	Activating product allocation	You can set quantity limits to define the quantity that a customer or customer group is allowed to purchase or the quantity of each item or item group that is allowed to be sold. You must use the Product Allocation Hold code with the Product Allocation Preference.

Task

Description

Task

Description

Working with kits and configured items.

The Product Allocation preference does not function for kits and configured items.

Working with kits and configured items.

The Product Allocation preference does not function for kits and configured items.

Quantity sold and balance calculations.

The balance column on the Product Allocation Profile Revisions form updates with the quantity available to purchase if any of these conditions apply:

Use Allocation Method 1.
Use Allocation Method 2 with the amount remaining in the Quantity Pool.

If you place an order on hold because it exceeds the allocated amount, the system displays the balance as a negative amount for either Allocation Method 1 or 2.

Quantity sold and balance calculations.

The balance column on the Product Allocation Profile Revisions form updates with the quantity available to purchase if one of these conditions apply:

Use Allocation Method 1.
Use Allocation Method 2 with the amount remaining in the Quantity Pool.

If you place an order on hold because it exceeds the allocated amount, the system displays the balance as a negative amount for either Allocation Method 1 or 2.

Activating product allocation

You can set quantity limits to define the quantity that a customer or customer group is allowed to purchase or the quantity of each item or item group that is allowed to be sold.

You must use the Product Allocation Hold code with the Product Allocation Preference.

Activating product allocation

You can set quantity limits to define the quantity that a customer or customer group is allowed to purchase or the quantity of each item or item group that is allowed to be sold.

You must use the Product Allocation Hold code with the Product Allocation Preference.

Before you use this preference, you must identify the product allocation hold code in the sales order entry processing options if both of these apply:

You create Product Allocation preferences.
You want to place orders on hold if a customer's order exceeds their allocation.