[BCB:42:CSat FB drive:ECB]
Check which projects or sales orders a product is allocated to
- Click Products and services and select the required product then click Edit.
- In Allocated click the plus button .
This shows a list of allocations: - If it's allocated to a project the project reference and cost code appear in the relevant columns.
- If it's allocated but doesn't have a project assigned, the line appears as blank, you can unallocate this using the same steps below.
- If it's allocated to a sales order, a sales order number appears in the Order No column.
Amend a product allocation
- Click Products and services and click Amend allocations.
- Click the Product Code drop-down and click the required product.
- To remove or amend the stock allocation, in the Quantity Allocated column enter 0.00 or the amended value.
- Click Save and click Close.
[BCB:19:UK - Sales message :ECB]