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Removing Incoming and Allocated in transactions | Zayls

by Zayls
3 years ago
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How to remove Incoming and Allocation when the order will not be fulfilled in full?

If a PO/SO cannot be fulfilled in full, the PO/SO may be closed in order to remove Incoming and Allocation quantities.

 

Closing a PO/SO:
PO
    1. Click the PO you want to close.
    2. Click More.
    3. Click Close.

When you close a Purchase Order, the remaining incoming quantities will be removed. This is because since you created the Purchase Order, your inventory has noted the indicated quantity from the PO as incoming quantity. However, by closing the PO, the incoming quantities will be removed.

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4. A Close confirmation dialog will appear. Click Close to close the existing purchase order or click Cancel to terminate your action.

5. A message will appear if the purchase order is closed successfully.

close po
 SO
  1. Click the SO you want to close.
  2. Click More.
  3. Click Close.

When you close a Sales Order, the remaining allocated quantities will be removed. This is because since you created the Sales Order, your inventory will allocate the indicated quantity for the SO. However, by closing the SO, the allocated quantities will be removed (i.e. goes back as On-Hand quantity).

close so 1

4. A Close confirmation dialog will appear. Click Close to close the existing sales order or click Cancel to terminate your action.

5. A message will appear if the sales order is closed successfully.

close so
Reopening a PO/SO:
  1. Click the PO/SO you want to reopen.
  2. Click More.
  3. Click Reopen.

Reopening a PO/SO will add the remaining incoming/allocated quantities.

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4. A Reopen confirmation dialog will appear. Click Reopen to reopen the existing PO/SO or click Cancel to terminate your action.

5. A message will appear if the PO/SO is reopened successfully.

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