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We entered a Sales Order in a batch and posted the batch. If I inquire on the Inventory Item, it does NOT show it as allocated. What can we check to get it allocated on inventory?

Posted on by Microsoft Employee

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: We entered a Sales Order in a batch and posted the batch. If I inquire on the Inventory Item, it does NOT show it as allocated. What can we check to get it allocated on inventory?

    In Sales Order setup, the Sales Order Document setup for Order needed to have the checkbox "line item" marked for the 'allocated by ' field.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: We entered a Sales Order in a batch and posted the batch. If I inquire on the Inventory Item, it does NOT show it as allocated. What can we check to get it allocated on inventory?

    When I try to reconcile the item, the message says "you can't complete while transactions are being edited".  We have the order in a sales batch with a qty of 5 at a value of zero.  The batch doesn't seem to post.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    Re: We entered a Sales Order in a batch and posted the batch. If I inquire on the Inventory Item, it does NOT show it as allocated. What can we check to get it allocated on inventory?

    David, try Reconciling the item.  Inventory>>Utilities>>Reconcile.

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