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Contents of the Create Inventory Allocations Screen

Use the fields and options to configure the Create Inventory Allocations screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Field Description
Planner

Use this criteria to filter based on the planner ID in order to determine what reservations are selected for inventory allocations.

Warehouse

Use this criteria to filter based on the warehouse ID in order to determine what reservations are selected for inventory allocations.

Project

Use this criteria to filter based on the project ID in order to determine what reservations are selected for inventory allocations.

Option

Use this drop-down box to select the range on which to filter planner IDs. The valid options are:

  • All: Select this option to include all planner, warehouse, or project IDs.
  • One: Select this option to include a single specific planner, warehouse, or project ID.
  • Range: Select this option to include a specific range of planner, warehouse, or project IDs.
  • From Beginning: Select this option to include all planner, warehouse, or project IDs from the first record to a specific record.
  • To End: Select this option to include all planner, warehouse, r project IDs from a specific record.
Start

Enter, or click to select, the starting record for the selection range criteria. This field is enabled when you select One, Range, or To End from the Option drop-down box.

End

Enter, or click to select, the ending record for the selection range criteria. This field is enabled when you select Range or From Beginning from the Option from-down list.

Options

Select Reservations

Use the check boxes in this group box to determine what reservations are selected for inventory allocations.

Field Description
Manufacturing Orders

Select this check box to allocate inventory to MO requirement reservations.

This check box is disabled if the Manufacturing Orders option is cleared on the Configure Inventory Setting screen.

Include Firm Planned MOs

Select this check box to allocate inventory to firm planned MO requirement reservations.

This check box is disabled if the Manufacturing Orders option is cleared on the Configure Inventory Setting screen.

Sales Orders

Select this check box to allocate inventory to sales order reservations at the line and components levels.

This check box is disabled if the Sales Orders option is cleared on the Configure Inventory Setting screen.

Purchase Orders

Select this check box to allocate inventory to purchase order reservations.

This check box is disabled if the Purchase Orders option is cleared on the Configure Inventory Setting screen.

Inventory Issues

Select this check box to allocate inventory to inventory issue reservations.

This check box is disabled if the Inventory Issues option is cleared on the Configure Inventory Setting screen.

Include Issue Requests

Select this check box to allocate inventory to inventory issue requests (pending reservations).

This check box is disabled if the Inventory Issues option is cleared on the Configure Inventory Setting screen.

Inventory Transfers

Select this check box to allocate inventory to inventory transfer reservations.

This check box is disabled if the Inventory Transfers option is cleared on the Configure Inventory Setting screen.

Include Transfer Requests

Select this check box to allocate inventory to inventory transfer requests (pending reservations)

This check box is disabled if the Inventory Transfers option is cleared on the Configure Inventory Setting screen.

Reservation Need Date Cutoff

Enter, or click to select, the date up to which to create inventory allocations.