Understanding Changes to Lot-Allocated Lines

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.