How To: See any Stock Items that are assigned to Sales Orders
Table Of Contents
Introduction
The Sales Order Assignments tab allows you to view sales orders that have been assigned to a stock item. This can be useful when checking stock commitments, reviewing customer demand, or investigating why stock is allocated.
By adjusting the available filters, you can display assigned sales orders for a specific site and analyse the assignment totals.
View Assigned Sales Orders
- Open a Stock screen.
- Open the required stock item.
- Go to the Sales Order Assignments tab.
- Select the Show All radio button.
- Tick the Show Assigned checkbox.
- Select the required Site from the drop-down list.
The grid will display all sales orders that are currently assigned to the stock item for the selected site.
Analysing Assignment Data
To make the information easier to review, you can group the data within the grid.
View Totals by Sales Order
- Click in anywhere in the SO# column within the grid.
- Press Ctrl + G to enable grouping.
This groups assignments by Sales Order and allows you to view totals for each order.
View Totals by Stock Description
- Click anywhere in the Stock Description within the grid.
- Press Ctrl + G to enable grouping.
This groups assignments by stock description and displays totals for each item.
Tips
- Use the Site filter to focus on stock allocations for a specific warehouse or location.
- Grouping can help identify large allocations and outstanding stock commitments.
- If no records are displayed, check that Show Assigned is selected and that the correct site has been chosen.