1. Inventory Allocation
1.1. Prerequisites for Inventory Allocation
Prerequisites Required for Entering a New Work Order Allocation:

After activation, "Kitting & Shortage Management" access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.

A Work Order must exist and  be released.

The Item to be allocated must be on the products BOM.

The quantity to allocate must be available in stock (not already allocated).

The manufacturer allocated must be approved on the product BOM.

1.2. Introduction for Inventory Allocation

Inventory Allocation is used to allocate (reserve) quantities of existing items in stock or future Purchase Order deliveries to a Work Order or Project. This allocation prevents issuing the quantity reserved to any other use except the Work Order or Project specified. The allocation of existing inventory may be removed by un-allocation. Purchase Order Line Item allocations may be removed prior to receipt of the parts by editing the Purchase Order. After receipt of parts allocated by Purchase Order, the allocation may only be removed after the parts are in stock.

The Inventory Allocation module is designed to Add or Change an allocation of a particular part for a specific work order or Project. In essence, this feature will “reserve” the quantity specified for a particular Work Order or Project.

The user may find an existing allocation or add a new one. Also, the user may delete an existing allocation, thus freeing the quantity up for other Work Orders or Projects.

User cannot allocate from WO-WIP locations.  If we were to allow you to allocate parts from WO-WIP to a different work order, you would be unable to close the original work order.  If you want to allocate parts that are in WO-WIP, you will need to return the parts to the store room, then allocate. 

1.3. Fields & Definitions for Inventory Allocation
1.3.1. Allocation Tab

 

Customer Name This is the Name of the Customer. 
Project Description The description for the project.

 Project  Project name or number.
 Work Order This is the number assigned to the Work Order for the assembly of the product.
 Sales Order

This is the number assigned to the Sales Order.
 Part Number

The number the user has assigned to the part or product.
 Rev The revision number pertaining to the part number
 Allocated Qty allocated to the WO or project listed.
 Class The classification to which the part number belongs.
 Type The type within the classification to which the part number belongs.
Description  The description of the part number.

Inventory Locations  -  User has the ability to sort by Mfgr, Warehouse, Serial #, or Lot Code.  Click on the blue header and the header color will change to Red and sort by that column.

Mfgr The manufacturer for the part.
Mfgr Part No

The commercial part number.
Warehouse

The warehouse to which the purchase will be assigned when received.
Location

The location in the warehouse to which the purchase will be assigned when received.
Alloc Qty Qty allocated to the WO or project listed.
Serial #  Serial numbers allocated to the project or WO listed.
Lot Code  Lot code allocated to the project or WO listed.
Reference  Lot code reference name or number.
Exp Date  Expiration date for the Lot Code.
PO Number The Purchase Order number of the order.

1.3.2. Allocation Maintenance

 

Fields & Definitions 

Header Fields and Defintions

Project No The project number the parts are being allocated to                                                                                                                                      
Customer The Customer the parts are being allocated to
Project Description The project description the parts are being allocated to
 
 

Part Number
The number the user has assigned to the part or product.
Rev
The revision number pertaining to the part number
Source
Make or Buy part 
Class
The classification to which the part number belongs.
Type
The type within the classification to which the part number belongs.
Description
The description of the part number.
Qty Req
Qty needed for WO or Project

Depress this button to allocate a part to the project listed in the header
Depress this button to de-allocate a part from this project
This button will only be visable under the Project Allocation.  When the screen is displayed and no parts have been allocated yet, the "Allocate All" button will be displayed.  Upon depressing this button all records will be automatically allocated to the project.  Then the button will change to "DeAllocate All" and if depressed all records would then be de-allocated from the project. 


 



Mfgr
The manufacturer for the part. 
MPN
The commercial part number.
Warehouse
The warehouse to which the purchase will be assigned when received.
Location
The location in the warehouse to which the purchase will be assigned when received. 
Avail Qty
Available quantity in inventory
Avail Qty Now
Available quantity in inventory after allocation
Alloc Qty
Qty allocated to the WO or project listed.  See Article #1240 for more detail on why the system will not allow user to enter in a fraction of a number, and an alternative.
Serial #
Serial numbers allocated to the project or WO listed.
Lot Code
Lot code allocated to the project or WO listed.
Exp Date
Expiration date for the Lot Code. 
Reference
Lot code reference name or number.
PO #
The Purchase Order number of the order.


 
1.4. How To ..... for Inventory Allocation
1.4.1. Find an Inventory Allocation

To access this module, select Inventory Mgmt/Kitting, Allocating & Shortage Management/Inventory Allocation

 

  

The main screen will appear:

Find an Inventory Allocation

Depress the Find button . The following selection will be presented:

If you now the specific part number or range of numbers you are interested in, enter it into the Part number Range fields.

You also have the option to find allocations based on Projects, Work orders, Sales Order or Customer Name		  

For the selections entered into the find criteria screen, the allocations will display in the bottom of the screen for the highlight part number.
 

1.4.2. Add a New Inventory Allocation

Enter Inventory Mgmt/Kitting, Allocating & Shortage Management/Inventory Allocation Module   

The following screen will appear:

Depress the Allocation Maintenance tab

Depress the Add record action button and type in your password will bring up the following selection.

Depress the “Work Order Allocation” button.

 

The following prompt will appear.

If you select “YES” then all available inventory will be allocated automatically to the selected work order. Edit any quantities allocated by selecting the Part Number (highlighted) in the upper screen table and changing the Alloc Qty for the desired manufacturer in the lower part of the screen.  Save after all allocation editing has been completed.

If you select “NO” then the system will list out all part used within the Work order (per BOM) and require the users to go through and manually allocate inventory to each desired part.  

  

The following Work Order selection screen will then become available. Select the desired work order by Typing in the Work Order Number or highlight the Work Order and double click.

 

Particulars regarding that Work Order will populate the screen as displayed below:

  1. Highlight the desired part number you want to allocate. Inventory AVL information for that particular part will populate the lower portion of the screen.
  2. Type in the amount you want to allocate in the Alloc Qty column.
  3. Depress the Save record action button. The screen will update as follows:  



Note that the Avail Qty column has updated to reflect the amount allocated.  The Inventory Master has also automatically updated, and will now display the amount allocated (“reserved”).
 
 
1.4.3. Change the Allocation Quantity

To Change the allocation qty, thus freeing up the amount allocated to a Work Order or Project, first go to the Allocation Maintenance screen.

Depress the Edit Record button.

The following find record options will be displayed

  

If you had selected to find per Work Order or Project the following screen will appear which lists all open WO numbers or project numbers with allocations.

Type the WO or project number in the red box or double click on the number and the screen below will appear with the allocation information listed. 

  

The following screen will appear, and the user will be allowed to modify the Alloc Qty. 

Highlight the desired part number and modify the Alloc Qty. 

Depress the Save record action button.  The program will unallocate all original qty and allocate the new quantity again.  This will create two records in the Inventory Transaction report

1.4.4. Un-Allocate an Allocation

To Un-allocate an allocation, thus freeing up the amount allocated to a Work Order or Project, first go to the Allocation Maintenance screen.

Depress the Edit Record button.

The following find record options will be displayed

  

If you had selected to find per Work Order or Project the following screen will appear which lists all open WO numbers or project numbers with allocations.

Type the WO or project number in the red box or double click on the number and the screen below will appear with the allocation information listed. 

  

Depress the Delete button. 

Enter your password and the following prompt will appear which is defaulted to "No"

“No” will allow you to select which ones to un-allocate individually

Yes” will un-allocate all items on screen automatically

  

Highlight the desired part number and then Check mark which items you wish to un-allocate.

Depress the Save record action button and any marked item should now be unallocated and be considered available inventory.
 

If you had selected to find by Part Number the following screen will appear which lists all Part Numbers with allocations.

Type the Part number in the red box or double click on the number and the screen below will appear with the allocation information listed. 

  

Depress the Delete button.

Enter your password and the following prompt will appear

YES” will un-allocate all items on screen automatically

“No” will allow you to select which ones to un-allocate individually

  

Highlight the desired part number and then Check mark which items you wish to un-allocate.

 

Depress the Save record action button and any marked item should now be unallocated and be considered available inventory.

 

The Inventory Control Item Master will update automatically. Note: For reports on Allocated Inventory, please refer to the ICM reports