Confirming items

Sage 200 allocates automatically by selecting warehouses and stock in the following sequence:

1. The warehouse with the most amount of stock is selected.
2. In the warehouse, the items are selected, using the stock item fulfilment method set up in Stock Control settings SOP fulfilment methods tab.

1. In the Confirm Items for Allocation Record window, select the component Stock Code that you want to amend the allocation for.

2. Click Amend Allocation.

   The title of the window shows the Stock Code of the component that is being amended.

1. Choose the Built Item/Warehouse that you want to amend.
2. Click to expand the Built Item and see the Warehouses associated with the item.

Note: All valid warehouses are shown for each finished item.

3. Select the Warehouse.
4. Click Edit.

Depending on the stock items, you will see different windows. Use the table for more information:

Is the stock item traceable?	Batch or serial?	What window appears?
No	N/A	Amend Allocation Enter the New Allocation amount for the Bin. Click OK.
Yes	Batch	Amend Allocations for Batch Select a Batch No from the list by selecting the required check box. Enter the amount required in the Qty to Allocate column. Repeat for each Batch No listed. The total quantity to allocate must equal the amount specified in the Total Quantity box. Click OK.
Yes	Serial	Serial Numbers for Item Select a Serial No from the list by selecting the required check box. The total quantity of numbers you select must equal the amount specified in the Total Quantity box. Click OK.

5. Click OK.

Note: You cannot click OK if you do not select the sufficient quantity of items to satisfy the component requirement.

3. Once you finish amending allocations, click Close.

You must have:

• Clicked OK and Confirm on the Allocate window.

1. In the Confirm Items for Allocation Record window, select the Stock Code that you want to amend the allocation for.
2. Click Amend Allocation.

The Amend Allocations for window appears.

3. Select the Built Item that you want to amend.
4. Click to expand the Built Item and see the warehouses where the components are stocked.

Note: All valid warehouses are shown for the built item.

5. Select the Warehouse.
6. Click Edit.
If the item is batch traceable
The Batch Details for Item window appears.
1. Clear the Batch No from the current Bin.
2. Select the Batch No from the new Bin.
3. Enter the Qty to Allocate for the new Bin.

Note: The total quantity to allocate must equal the amount specified in the Total Quantity box.

4. Click OK to return to the Amend Allocations for window.
If the item is serial traceable
The Serial Numbers for Item window appears.
1. Clear each check box next to the currently selected Serial No for each item that you want to select from a different Bin.
2. Select each check box next to the Serial No for each item you want to select from a new Bin.

Note: The total quantity to allocate must equal the amount specified in the Total Quantity box.

3. Click OK to return to the Amend Allocations for window.
If the item is not traceable
The Amend Allocation window appears.
1. Enter the reduced allocation amount in the New Allocation box for the Bin that you want to switch from.
2. Enter the amount of items you want to allocate in the New Allocation box for the new Bin.

Note: The total quantity to allocate must equal the amount specified in the Original Allocation Totals box.

3. Click OK to return to the Amend Allocations for window.
7. Click OK to return to the Confirm Items for Allocation Record window.
8. Click Close to save the changes to the allocation.

1. In the Confirm Items for Allocation Record window, select the Stock Code that you want to amend the allocation for.
2. Click Amend Allocation.

The Amend Allocations for window appears.

3. Click to expand the Built Item and see the Warehouses associated with the item.

Note: All valid warehouses associated with the item are shown but you can only change the allocation up to the Quantity Available at the warehouse.

4. Reduce the amount allocated in one warehouse.
1. Select the Warehouse where you want to reduce the Quantity Allocated.
2. Click Edit.
If the item is batch traceable

The Batch Details for Item window appears.

1. To remove the Qty to Allocate completely, clear the check box next to the Batch No.
2. To reduce the Qty to Allocate, enter a reduced value in the Qty to Allocate box.
3. Click OK to return to the Amend Allocations for window.

Note: The Total Quantity Selected no longer matches the Total Quantity Allocated.

If the item is serial traceable

The Serial Numbers for Item window appears.

1. Clear the check box alongside each Serial No that you want to allocate from a different warehouse.
2. Click OK to return to the Amend Allocations for window.

Note: The Total Quantity Selected no longer matches the Total Quantity Allocated.

If the item is not traceable

The Amend Allocation window appears.

1. Enter the reduced allocation value in the New Allocation box.
2. Click OK to return to the Amend Allocations for window.

Note: The Total Quantity Selected no longer matches the Total Quantity Allocated.

5. Add the amount to allocate in another warehouse.
1. Select the Warehouse where you want to increase the Quantity Allocated.
2. Click Edit.
If the item is batch traceable

The Batch Details for Item window appears.

1. Select the check box next to the Batch No that you want to allocate.
2. Click OK to return to the Amend Allocations for window.

Note: The Total Quantity Selected must match the Total Quantity Allocated.

If the item is serial traceable

The Serial Numbers for Item window appears.

1. Select the check box alongside each Serial No that you want to allocate.
2. Click OK to return to the Amend Allocations for window.

Note: The Total Quantity Selected must match the Total Quantity Allocated.

If the item is not traceable

The Amend Allocation window appears.

1. Enter the New Allocation value in the New Allocation box.
2. Click OK to return to the Amend Allocations for window.

Note: The Total Quantity Selected must match the Total Quantity Allocated.

6. Click OK to return to the Confirm Items for Allocation Record window.
7. Click Close to save the changes to the allocation.

1. In the Confirm Items for Allocation Record window, select the batch or serial item Stock Code that you want to amend the allocation for.

Note: The Properties column shows which items are batch and serial items.

2. Click Amend Allocation.

The Amend Allocations for window appears.

3. Click to expand the Built Item and see the Warehouses associated with the item.
4. If the item is batch traceable

   The Batch Details for Item window appears.

   1. Select the check box next to the Batch No you want to allocate from.
   2. Enter the Qty to Allocate that you want to allocate from the batch.
   3. Repeat until the Batch quantities selected value matches the Total quantity value.

   Note: You can allocate quantities from different batches unless the item is a single batch item. If it is, you must allocate the Total quantity from one batch.

   4. Click OK to return to the Amend Allocations for window.
If the item is serial traceable
The Serial Numbers for Item window appears.
1. Select the check box alongside each Serial No you want to allocate.

Note: The number of Serial numbers selected must match the Total quantity.

2. Click OK to return to the Amend Allocations for window.
5. Click OK to return to the Confirm Items for Allocation Record window.
6. Click Close to save the changes to the allocation.