In this video, we explain how to remove allocations from order requirements when adding items to a purchase order. We walk you through the steps to enable this feature in the Purchase Orders settings, including checking the "Clear Allocations from Order Requirements" option and saving the settings.
Clearing Allocations from Purchase Order Requirements
Key Steps
Access Purchase Orders
Navigate to the Purchase Orders section in your system.
Open Settings
Click on the 'Settings' option within the Purchase Orders menu.
Enable Clearing Allocations
In the Purchase Order Settings, locate the option labeled "Clear Allocations from Order Requirements."
Check the box next to this option to enable it.
Save Settings
Click the 'Save PO Settings' button to apply the changes.
Add Items to Purchase Order
Select the item you wish to add to the purchase order (e.g., Whirlpool).
Click on the 'Add to Purchase Order' button.
Clear Allocations Confirmation
When prompted with the message, "Would you like to clear the items?", confirm your action by clicking on 'Clear Allocations.'
Finalize the Purchase Order
Review the purchase order to ensure all items are correctly added without linking to existing orders, then proceed with any additional steps required to finalize the order.
Cautionary Notes
Ensure that you only clear allocations when you are certain that you do not want to link the new items to existing orders, as this may affect inventory tracking and order fulfillment.
Double-check the settings before saving to avoid unintentional changes that could impact future purchase orders.
Tips for Efficiency
Familiarize yourself with the Purchase Orders interface to navigate quickly.
Keep a checklist of these steps handy for quick reference during the process.
Regularly review your settings to ensure they are configured according to your current operational needs.
Communicate with your team if you are uncertain about clearing allocations, as it may impact other team members' workflows.