Sales order allocation exceptions

Use the Sales order allocation exceptions report to identify sales order lines that cannot currently be fully allocated from available inventory. The report defaults to the previous one month.

Before you begin

Inventory allocation must be enabled, and the report requires access to Sales reports.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Sales order allocation exceptions.
3. Apply the date, sales order, customer, item, location, or allocation filters needed for your review.
4. Review requested, allocated, and available quantities, along with promised ship dates and exception details.
5. Select a result when you need to drill down to the related allocation information.
6. To download the results, select Export as Excel (.xlsx). To create a PDF, select More actions > Export as PDF.