There are multiple ways of allocating inventory in VersAccounts. An allocation means that some units of inventory are reserved or to be set aside for specific purposes. Once quantity is allocated, allocated quantity is deducted from available quantity to sell or ship. To see the quantity allocated, search for the product by part number in Search Inventoried Products and you will see the allocated quantity listed.
There are some allocations that are automatic and done by the system and there are some done by the user. The system automatically put quantities as allocated when a product is put on an unposted invoice, unposted shipment, a pick list, an unposted inventory build, in transfer, or a pending inventory conversion.
You can also put inventory as allocated manually on sales order. To allocate quantity manually on a sales order by facility, activate the setting in Enterprise Setup, Entity Setting, Allow Assignment of Facility and Allocation by Facility at Order Item. Once this setting is activated, you can edit a sales order line and then pick the facility and then the quantity to allocate for each facility. When you are shipping orders with allocated quantities, you can only ship the allocated quantity. With this setting on, you can allocated quantity to different facilities per order line. This allows you to fulfill a sales order from multiple facilities.