SalesOrderLinesAllocateAction
Reserves available on-hand inventory for a specific set of lines of a single sales order (not the whole order). It handles serialised and non-serialised items, selecting the inventory positions and quantities up to the quantity ordered on each line. Then, it updates the order's shipment status. Use it when a user or agent wants to allocate or commit stock to only some lines of a sales order. The allocation runs synchronously, so the result is known when the action returns. It does not pick, ship, bill or purchase stock. All the lines in one request must belong to the same sales order. It accepts one or more requests (one per sales order) and processes them in bulk, so group the lines of each order into a single request. Input per request: the sales order ID and the list of sales order line IDs to allocate. Output per request: whether the lines were allocated and any error message.
| Property | Value |
|---|
| Label | Allocate a Set of Sales Order Lines |
| Category | Order and Inventory Management |
| Since | Summer 2026 |
| Read-only | No |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | allocate, lines, reserve, commit, stock, sales order |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
salesOrderId | Id | Sales Order ID | The Salesforce record ID of the Sales Order (Sales_Order__c) that owns the lines to allocate. Every line ID in the same request must belong to this sales order. It must be a valid ID of an existing sales order. This is mandatory. | Yes |
salesOrderLineIds | List<Id> | Sales Order Line Items IDs | The Salesforce record IDs of the Sales Order Line Items (Sales_Order_Line_Item__c) to allocate. Only these lines of the sales order are allocated. All of them must belong to the sales order given in Sales Order ID. Provide at least one line ID. This is mandatory. | Yes |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
salesOrderId | Id | Sales Order ID | The ID of the sales 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 |
isSuccess | Boolean | Successful Action | It is set to True when the requested sales order lines were allocated. It is set to False when the allocation could not be performed (for example an invalid ID or an allocation error). Because the action runs synchronously, True means the lines are allocated when the action returns. | No |
message | String | Message | An error message explaining why the lines could not be allocated for this order. It is empty if the action is successful. Surface this text to the user to explain what to fix (for example, an invalid sales order or line ID, or why the stock could not be reserved). | No |
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