Allocating Parts off of a Stock Order

Before allocating a part off of a stock order to fulfill an existing sales order, a parts invoice must first exist. See Creating a New Parts Invoice for further information.

1. From the Details tab, enter a cash code in the Cash Code field.
   
   - or -
   
   Click the Search icon to open the Select Cash Code screen in a new browser window and select the appropriate cash code from the list.

   
   
   

   Select Cash Code

   Note:  
   
   If a default cash code was set in the Customer Profile it will automatically populate the Cash Code field.
   
   

2. Enter the part number in the Part Number field.
   
   - or -
   
   Click the Search icon to open the Parts Search screen in a new browser window and locate the correct part.

   
   
   

   Parts Search screen
   
   

3. Enter an Ord quantity.

4. Click the Save button to save the part number and update the information fields with inventory and pricing information about the added part.

   
   

   Parts Invoicing Details tab

5. Click on the OO/OFC link.

   

   Parts Invoicing Details tab

6. The On Order Details screen will appear.

   
   

   On Order Details screen

7. On the On Order Details screen, select the stock order you wish to allocate parts off of to fulfill the parts quantity on the sales order.

   
   

   On Order Details screen
   

8. Click on the Allocate button to allocate the available parts to the parts quantity ordered on the sales order.