E1: 42: Product Allocation Preference Profiles (P40070, P40073, P40307, P40339, P42090) (Doc ID 1604932.1)

Last updated on JANUARY 31, 2024

Applies to:

JD Edwards EnterpriseOne Sales Order Management - Version XE and later
JD Edwards EnterpriseOne Sales Order Processing - Version XE and later
JD Edwards EnterpriseOne CRM Sales Order Entry - Version XE and later
JD Edwards EnterpriseOne Sales Order Entry - Version XE and later
Information in this document applies to any platform.

Purpose

Overview

The Product Allocation preference is used to control the sales of products by restricting the quantities that can be sold. Quantity limits can be set which specify the quantity each customer is allowed to purchase, or the quantity allowed to be sold of each item. Complex Customer Groups will not work with this preference. See Doc 2211272.1

Additional Information: Allocations can be set up as either units or a percentage of the total quantity that is available:

Units (Allocation Method 1). Enter the Quantity Limit and leave % of Pool and Quantity Pool Size blank.
Percentage (Allocation Method 2). Enter % of Pool and Quantity Pool size and the system automatically calculates the Quantity Limit.

When an order is placed for an allocated product, the quantity ordered accumulates toward the allocation limit. The Quantity Sold field is updated each time sales orders are entered for the allocated product and displays the quantity ordered since the allocation went into effect. When an order is changed or canceled, the quantity is subtracted from the running total. When the Quantity Limit is exceeded, the quantity will highlight and a warning is issued in Sales Order Entry.

Quantities should not be enabled in the Preference Master for this preference. Kits and configured items are not functional with the Product Allocation preference.