What is Inventory Allocation?

This feature lets DVU users decide how to manage item inventory when creating a WMS shipping order. Like many platform features, this choice has significant consequences across the platform.

Locating the feature

The Inventory Management feature is set at the account level on the General Properties page (Home > Business Partners > Accounts > account name).

Click the field and select an option: Automatic or Manual. Automatic is the default setting.

Options

Here is the recommended configuration for most environments that use paper-based inventory:

• Disable bar code scanning (Accounts > account name > Shipping > Barcode Scanning

• Enable Automatic Allocation Mode (Accounts > account name > General Properties > Inventory Allocation

If the DVU user enables Barcode Scanning, then choose Manual inventory allocation.

If the DVU user disables Barcode Scanning, then choose Automatic inventory allocation.

Caution

It is possible to set inventory allocation to Automatic and enable barcode scanning. However, that configuration is not recommended. There are two reasons.

• bypass short ship warning

• incorrectly reduces inventory by recording a shipment of inventory that was not picked and did not leave the terminal.