Advanced Grower Solutions GrowPoint Documentation

GrowPoint document id: 71

Accounts Receivable - Master Order - Allocations

This article assumes you are already familar with allocations in GrowPoint. If not, please take a moment to review Allocations. before proceeding with Master Order Allocations.

The general rules for Master Order Allocations:

  1. If a Master Order is not allocated – The release will not be allocated. Any allocation actions taking place on the release order are independent of the master. Nothing happens to the master order as the remaining quantity is a calculated field.
  2. If a Master Order is allocated – The release will be allocated to the same locations as the master when the release is created. The master order allocation quantity is reduced.
  3. If a release is reallocated (Allocate All) – The release is reallocated as a stand-alone sales order. The only exception is if the AR Setup option to Allocated Shipped Only is selected. Then the allocation routine will skip the Allocated line items with zero shipped. Nothing happens at the master order.
  4. If a release line item quantity is increased – The line item keeps its existing allocation and the new quantity is allocated to the same location as the current master order allocation. If it is the same as the current release allocation then it is increased. If they are different then the additional allocation is added to the release. *Technically the increase of a release line item quantity is no different than if the line item were deleted and rereleased. The master order allocation is reduced.
  5. If a release line item quantity is reduced – The line item keeps its existing allocation up to the quantity of the line item. The difference is allocated to the Master. The master order allocation is increased if it exists, it is created if it doesn’t. UNLESS –(added October 2013) option to not allow Releases to create MO Allocations. The MO allocation will be increased if it exists but will NOT create a new one if it doesn’t.
  6. These rules apply whether Auto-Allocate, Allocate Shipped Only, Allocate to Season, Allocate to FOB are used or not.
  7. There is an option in Accounts Receivable Setup that can be turned off if you do not want allocations from sub orders to be updated to Master Orders as in steps 3 and 4. It is located at Accounts Receivable > Maintenance > Setup > Customer Defaults "Released Sales Orders will create allocations on Master Order when quantities reduced/removed.

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