I've tried to do something similar in the past, using scripts to enforce the allocation calculations, but it is just too complicated. The possibility of two users allocating the same inventory at the same time, in new orders (just in memory) is not preventable. Push the allocated values back into IM_ItemWarehouse UDF and you have to deal with allocation changes (where the UDF value may include the before-edit value from the SO you are changing...).
Adding UDF's to the screen for users to manually manage the allocations with no controls... sure. But to actually block over allocations... after my past experiences I won't even try to build something for that.
Pushing everything into the same lot#'s everywhere might be possible to script (helping with the extra data entry stuff) but they'd have to accept the valuation change to allow using the Sage feature.
Perhaps someone else has solved the issue, but I haven't seen it done.
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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Original Message:
Sent: 11-21-2025 16:59
From: Chris Mengerink
Subject: Hard inventory Allocation
But that then changes inventory valuation method which has costing affects and extra data entry on the receipt of goods side. Maybe I'm just not thinking it thru, it's 5pm on a Friday and it's been a long week.....
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Chris Mengerink
Partner
DWD Technology Group
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Original Message:
Sent: 11-21-2025 16:54
From: Kevin Moyes
Subject: Hard inventory Allocation
This can be done without modification, using lot/serial valuation.

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON