1. Fields & Definitions for Inventory Allocation
1.1. 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.

1.2. 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.