Allocating Supply to Order Demand

You can manually choose which order lines to allocate inventory to. Use the steps below to filter and sort the list of order lines, then choose which lines to allocate items for.

To manually allocate supply to orders:

Go to Transaction > Order Management > Allocate Orders.
To refine your order allocation results, complete the optional Order Filters section.

For more information, see To complete the order filters section:
In the Sorting Options section, you can optionally sort the order list.

The sorting options default is based on your set preferences.

For more information, see Setting Demand Preferences for Supply Allocation.
1. Select in one or more of these three fields to sort:
  - Sort By
  - Then By
  Beside each field check the Descending box to return results in descending order instead of ascending order.
2. To apply the sorting sequence to all orders, check the Select All Orders box.
  
  The system remembers your sorting choices the next time you open this page.
In the Orders section, perform the following optional actions:
1. Select a Allocation Processing Option.
2. To firm each selected order line, check the Set Order Line to Firm box.
  
  Quantities on lines that are firmed cannot be reallocated to other orders.
3. To select all orders in the list, check the Select All Orders box.
  
  This option limits order processing to 200 at one time to optimize allocation time.
Beside each line for which you want allocate an item, check the Select box.
Click Submit.

To complete the order filters section:

In NetSuite OneWorld accounts, select a Subsidiary.
Select a Location, or locations.
Select an Item.
Select a Sales Channel.
Select that Customer.
Enter an Order No..
Select a Transaction Type.
Select the Transaction Date From date.
Select the Transaction Date To date.
Select the Supply Required by Date From date.
Select the Supply Required by Date From/To date.
Select the Expected Ship Date From date.
Select the Expected Ship Date To date.
In the Order Priority From field, enter the lowest customer priority number.
In the Order Priority From/To field, enter a highest customer priority number.
Select a Commit Criteria.

Kits and their components cannot be set to Do Not Commit.

To confirm order allocation status:

Go to Transactions > Order Management > Allocate Orders > Status.
Click Refresh to reload the list of order allocations.

To manually allocate supply to orders:

To complete the order filters section:

To confirm order allocation status:

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