Order and Inventory Management Invocable Action Reference

ProductionOrderAllocateAction

Reserves available on-hand inventory for every component in the Bill of Materials (BOM) of a production order's manufactured item, in the quantity required by the order quantity and the BOM definition, then creates the pick-list and returns the resulting production status. Use it when a user or agent wants to reserve or commit stock for a production (manufacturing) order so it can be picked and built. It does not approve, pick, ship, complete, purchase or transfer stock, and a canceled or already-allocating order cannot be allocated. It accepts one or more production orders and processes them in bulk, so pass every order you want allocated in a single call. Input per order: the production order ID. Output per order: whether it succeeded, the resulting production status (Allocated / Partially Allocated / Back Orders Exist) and any error message.

PropertyValue
LabelFully Allocate a Production Order
CategoryOrder and Inventory Management
SinceSummer 2026
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsallocate, reserve, commit, bom, components, production order, manufacturing

Request Parameters

FieldTypeLabelDescriptionRequired
productionOrderIdIdProduction Order IDThe Salesforce record ID of the production order (Production_Order__c) to fully allocate. This is the manufacturing order whose manufactured or kit item will have its BOM component inventory reserved. It must be a valid ID of an existing, non-canceled production order. This is mandatory.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
productionOrderIdIdProduction Order IDThe ID of the production order that was processed. It echoes the requested ID, so each result can be matched back to its request when several orders are allocated in one call.No
isSuccessBooleanSuccessful ActionSet to True when the allocation ran without errors for this order. Set to False when it failed (for example the order is canceled, is already being allocated, the ID is invalid, or another business rule blocked it). Success is not the same as full allocation: inspect production status to know whether every component was actually reserved.No
productionStatusStringProduction StatusThe order's resulting production status after the attempt. "Allocated" means that all components fully reserved; "Partially Allocated" means that only part of the demand could be reserved; "Back Orders Exist" means that one or more components are out of stock; may also be "Open" or "Revised". It is empty when the production order could not be found.No
messageStringMessageError message explaining why the allocation did not complete for this order. It is empty when the action is successful. Surface this text to the user to explain what to fix (for example, an order that is canceled or already being allocated).No
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