Amend an allocation
This activity involves amending the quantity of stock assigned to an internal area or to a customer where the item is free of charge. An allocation cannot be increased but it can be removed or reduced.
If you are dealing with batch/serial numbered items where the batch/serial numbers are assigned to the issue before they are released, you are required to select the batch/serial numbers that are no longer required for the allocation. You can also amend the batch/serial numbers assigned to the allocation. However, when amending the allocation it is possible that the batch/serial numbered items displayed as available during the activity can be allocated or issued by other Sage 200 processes. As you select items the system checks if this has occurred. If so, the item is displayed red. You will need to select another numbered item from the displayed list.
Reducing or removing an allocation produces the following results:
- The amount of free stock is increased for the stock item.
- New entries are added to the stock item's history, if the stock item is set to keep a movement history.
To amend a stock allocation
Allocations are listed in alphabetical order by item code. Each allocation details the allocation quantity, the location of the stock and whom the stock is allocated to. You can filter the displayed list by stock item or the area the allocation is linked to. As you reduce or remove allocations the list is refreshed automatically.
Open: Stock Control > Allocations > Amend Allocation.
- Select the allocations that you want to view on-screen, by selecting on of the following options in the Allocation selection area:
- Stock item: Select this option to show any stock allocation for stock items.
- Customer: Select this option to show customer stock allocations.
- Internal area: Select this option to show any stock allocations assigned internally.
- Project: If you are using Project Accounting, select this option to show all stock allocations for your projects.
- Choose to Remove Allocation or Reduce Allocation.
Note: The window displays the relevant list for the Allocation selection option picked.