OE.02: Master Orders - Allocate Stock

Anthony Hodge 2.4 min August 25, 2025

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

To minimize order picking time/costs a warehouse needs to select as many "full pallets" as possible (i.e., take a Pallet and all of its stock). The practice of "breaking pallets" during picking (i.e., taking a partial quantity of stock from a Pallet) requires more time/expense (e.g. the warehouseman must get off the forklift, move stock off the storage pallet and onto an empty pallet on the forklift, etc.).

In this job the system will select and reserve ordered stock in locations that contain the maximum number of "full Pallets". This enables the warehouse to then pick a collection of orders (also known as a "Master Order") in less time and at a lower cost.

Note: For related documentation and workflows, see OE - Order Entry.

Usage

Use this option to request the system to select and reserve locations for allocated orders (i.e., requested products/lots already reserved at the Lot level) that belong to a specific Master Order.

After selecting the Master Order the user may choose whether to instruct the system to:

Reserve stock from Dock locations

Reserve specific Conveyance IDs (e.g., Pallet with license plate or ID displayed on a barcoded label)

Default a specific Warehouse/Location to which to move/drop picked stock Sequence in which job selects locations

1. Conveyances with SAME stock

Initially the system will attempt to find locations with Conveyances that contain homogenous stock (i.e. the same product/lot) and for which ALL the stock on the Conveyance is required by the Master Order.

2. Conveyances with Mixed Stock

If the system can not fill the Master Order using step # 1 then it will reserve stock in locations where Conveyances' contain heterogeneous stock (i.e. different products and lots) and for which ALL the stock in/on the Conveyance is required by the Master Order.

3. Conveyances with Partial Quantities

In the event the system can not fill the Master Order using steps 1 and 2 then the system will reserve stock in locations so that it "emptys" as many locations as possible. Essentially this "cleans" up as many partial pallets as possible and "frees up" room for future Inbounds.

Sample:

Master Order: YM89271

Order Product Lot Quantity
400015 ABC 123 170
400016 DEF 456 165

Inventory Levels:

"*" = Reserved
Location 1, 2 and 3 = Step Used

Location Conveyance Product Lot Quantity
AA-1-01 C-1 ABC 123 64 * 1
AA-1-02 C-2 ABC 123 64 * 1
AA-1-03 C-3 ABC 123 64
AA-1-04 C-4 ABC 123 32 * 2
AA-1-04 C-4 DEF 456 32 * 2
AA-1-05 C-5 DEF 456 64 * 1
AA-1-06 C-6 DEF 456 64 * 1
AA-1-07 C-7 ABC 123 15
AA-1-08 C-8 ABC 123 10 * 3
AA-1-09 C-9 ABC 123 5 * 3
AA-1-10 C-10 DEF 456 10
AA-1-11 C-11 DEF 456 7 * 3
AA-1-12 C-12 DEF 456 3 * 3

Preconditions

  1. Multiple EDI orders will be received that are linked to a Distribution Order (i.e., Master Order)
  2. EDI will create Deferred Orders
  3. Warehouse staff will determine if any stock shortages exist if they attempt to fill orders using OE.95 [Client Fill Report].
  4. Once sufficient stock exists for the Deferred Orders, the warehouse will commit/reserve stock for the Orders at the Product/Lot level using OE.91 [Batch Commit Orders].

Subsequent Actions

After the Master Order is scheduled the typical next steps are as follows:

  1. Print the individual Orders' Pick Slips using OE.03 [Print Shipping Documents].
    Note: Rather than enter each Order you may instead enter the Master Order number (see Field # 14) and print all the Pick Slips for all the Orders associated with the Master Order.
    Note: These may be used later as "Pack Slips"or to assist with packing orders.
  2. Pick the Master Order with RF.01 [R.F. Menu]. Select the "Master Order Pick" option.

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.

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