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Allocating stock

Note: You must allocate stock before issuing it.

About allocating stock

You can allocate or unallocate stock for multiple or single works orders.

Multiple

You can allocate or unallocate stock for multiple works orders, if you have selected the Allow Multiple Allocate box on the Allocate/Issue/Complete tab in Works Orders Settings.

Single

Allocating single works orders provides you with flexibility about how to allocate quantities of stock. You can allocate or unallocate stock automatically or manually, or add additional components to the individual works orders.

Quantities entered must be valid for the stocked unit of the item. If not, they are automatically adjusted to the nearest appropriate value.

Outcomes

To allocate or unallocate stock against multiple works orders

Open: Works Orders > Works Order List.

  1. In the Works Order List, select the works orders you want to allocate.
  2. Choose Stock > Allocate Stock.
  3. Choose whether you want to Allocate or Unallocate stock.
  4. To confirm your choice, click OK.

    5. When the allocating/unallocating process is complete, the status of the works order(s) changes to Allocated or Part Allocated. When unallocating, the status of the works order(s) reverts to Entered.

  5. Repeat the process for further works orders if necessary.

To allocate stock for single works orders

Open: Works Orders > Processing > Allocate Stock.

To allocate or unallocate as much stock as possible
  1. Select the Allocation Date.
  2. To allocate as much stock as possible, select the check box and select Allocate from the drop-down list.
  3. To unallocate as much stock as possible, select the check box and select Unallocate from the drop-down list.
  4. To accept these changes, click OK.
To allocate a specified quantity automatically
  1. Select the allocation or issue date.

  2. Select an item, clear the check box and click Suggest Qtys.

    The Suggest Qtys window appears.

  3. To request suggested quantities sufficient to make a certain amount of finished items, select the To make option and enter the number of finished items.

    The number of finished items must be valid for the stocked unit of the item. If not, it is automatically adjusted to the nearest appropriate value.

  4. To suggest as much as possible (obviously restricted by the original required quantity and the current available stock), select the As much as possible option.
  5. To save the suggested quantities, click OK.
To allocate or unallocate a quantity manually
  1. Select the Allocation Date.
  2. Select an item and click in the Allocate Now column to manually enter the quantity to be allocated.

  3. Enter a positive quantity to allocate or a negative quantity to unallocate.

    The quantity you enter must be valid for the stocked item. If not, it is automatically adjusted to the nearest appropriate value.

    You cannot unallocate more than the quantity currently allocated.

  4. Repeat the process for other items as required.

To add components to allocate manually
  1. Select the allocation or issue date.

  2. Click Add Component.

    The Add Component window appears.

  3. Select the component you want to add from the Product Code drop-down list.
  4. Enter the quantity required.

    5. Note: The quantity must be valid for the stocked unit of the item. If not, it is automatically adjusted to the nearest appropriate value.

  5. To add the component allocation, click Add.

    6. If you are allocating components, the component is added to the stock allocations list for the works order.

    If you are issuing components, the component is added to the stock issues list for the works order.

See also

Other tasks

Issuing stock

Reference

Allocate/Issue/Complete (WOP settings)

Using trial kitting

Allocations/Issues (batch works order)

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