Open topic with navigation

Project allocation

Use this option to allocate stock items to a specific project.

To allocate stock to a project

Open: Stock Control > Allocations > Project Allocation.

1. Select the stock item from the Code list.

2. Enter the details on the following tabs:

   Details

   1. If you are using more than one location to store your stock, select the location from where you intend to allocate the stock item using the Warehouse drop-down list.
   2. Select the project that the stock item is being allocated to, using the Project code drop-down list. If you are using cost items for your projects, you can also select this from the Cost Item drop-down list.
   3. Enter the Quantity of stock to be allocated (up to five decimal places).
   4. Accept or amend the movement Date.
   5. Enter any additional References for the movement if necessary. If you are frequently allocating stock in Sage 200, this will help you identify this stock allocation among the other stock allocation postings.
   Analysis

   1. If required, select the Value for the relevant Analysis codes from the drop-down lists.

      Click New valueto add a value to this analysis code.

      Note: You must have selected Add New on entry when setting up analysis codes in Accounting System Manager.

   2. Enter text into the Memo box to supply supplementary information about the transaction (optional).
   Stocking levels

   Use this tab to enquire on warehouse stocking levels.

   1. Select the Warehouse you want to enquire on using the Warehouse drop-down list. The stocking levels are displayed.
   2. To save the record click Save or Proceed for batch/serial numbered items.

3. Record batch/serial numbered items.

   This is only applicable if your system is set to allocate batch/serial numbers prior to despatch.

   To record batch/serial numbered items

   1. Select the batch/serial numbered items to be allocated by clicking the check box to the left of each required item.
   2. Batch only: In the New Quantity column enter the amount required expressed in the item's stock unit.
   3. Click OK to save the allocation record.

Go to top