Understanding Partial Lot Allocations

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.