Owner
U
UntitledU
UntitledU
UntitledVerification
Department
Sales
Type
Standard Procedure
Use Cases
Company Wide
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Table of Contents
SOP Overview
Allocation Reports assists the user with oversight on the items reserved whether for customer, sales reps or to protect inventory under a PM
Documentation and Resources
Insert linked database to documentation and resources.
Item Allocation Report.pdf239.2KB
Allocation report by Customer code.pdf199.3KB
Instructions
The inventory allocation extension update to BC has two reports:
- Allocation Report -Report is based on Allocation Code: Customer, Rep, PM. This report does not allow you to Filter by Salesperson code. (it does not work) Only by Allocation Code.
- Item Allocation Report -Report is based on Allocations by Item
I have attached the example of the Item Allocation report for you to view. I filtered on Portfolio: Billecart Unfortunately, there is no expiration dates for the allocation entries on these reports. However, they can be exported to excel and manually updated.
