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. Inventory Allocation Screen

 

 

 Work Order This is the number assigned to the Work Order for the assembly of the product.
 Product Number/Rev

The number the user has assigned to the product and revision.
 Class The classification to which the product number belongs.
 Type The type within the classification to which the product number belongs.
Description  The description of the product. 

Part Number The Part Number of the part being allocated to the Work Order or Project
Revision The revision of the part being allocated to the Work Order or Project
Part Description The description of the part being allocated to the Work Order or Project 
Calculated Req Qty The Required qty for the Work Order or Project
Qty Kitted to Selected Request The qty that has been issued to the Work Order or Project
Qty Reserved for Selected Request The qty allocated to the Work Order or Project
Balance Required Qty The balance required for the Work Order or Project after Qty kitted and qty allocated
Part Class The classification to which the part being allocated belongs
Part Type The type within the classification to which the part being allocated belongs
Qty Allocated The qty allocated to the Work Order or Project

Del Alloc Check this box to de-allocate a part from this project or Work Order
Mfgr Part No The manufacturer part number
Mfgr The manufactuere name
Warehouse The warehouse where the parts are located 
Location The location in the warehouse where the parts are located
Available Qty Available quantity in inventory
Allocated Qty The Qty allocated to the Work Order or project listed
Balance Qty Available Available quantity after allocation
Serial Number The Serial numbers located to the project or Work Order listed
Lot Code The Lot Code allocated to the project or Work Order listed
Exp Date The expiration date for the Lot Code
Reference The Lot Code reference name or number
PO Number The Purchase Order number of the order
Save Date/Time The Date and Time the allocation was saved
Initials The intials of the person saving the allocation







 

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

Enter the SQLMANEX.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, select Inventory Management/Kitting, Allocating & Shortage Management/Inventory Allocation

 

  

The following screen will be displayed:


Find an Inventory Allocation

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

You have the option to find allocations based on Work order Number, Part Number, or Project Number.    

If you do not know the exact number, Customer, etc you may enter in a partial number, letter, etc, then once you depress the enter key the system will pull up the matching record onto the screen or a list of all Sales Orders that contain the partial number, letter, etc. entered, to select from.
  

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 the SQLMANEX.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, select Inventory Management/Kitting, Allocating & Shortage Management/Inventory Allocation Module 

  

The following screen will be displayed:

Depress the Add record action button and the following selection.

Select “Work Order Allocation” or "Project Allocation" button.
 
Once the type has been selected user will be prompt for their password:
  

After entering a password, the following screen will appear when selecting "Work Order Allocation (a similar screen will appear if you select "Project Allocation"):



Select the Desired Work Order and 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 parts used within the Work order (per BOM) and require the users to go through and manually allocate inventory to each desired part.
 
Particulars regarding that Work Order will populate the screen as displayed below:

Highlight the desired part number you want to allocate. Only Approved AVL information for that particular part will populate the lower portion of the screen.

  1. Enter the amount you want to allocate in the Alloc Qty column.
  2. Once all parts have been allocated, depress the Save record action button.   



Note: The Inventory Master should have automatically updated, and will now display the amount allocated (“reserved”).
 
 
 
1.4.3. Change the Allocation Quantity

Find a Record



Depress the Edit button, highlight the desired part and modify the Allocated Qty in the lower grid 





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

Find a record




Depress the Edit button and enter password.
 
To Un-allocate an allocation, thus freeing up the amount allocated to a Work Order or Project, user then must depress the Delete/Unallocate button:



User will then be prompt for a password, after entering a password the following prompt will be displayed (which is defaulted to "No")  giving the user the option to un-allocate parts automatically:




Selecting "No" will allow user to select which items to un-allocate
Selecting "Yes' will unallocate 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.  Note: For reports on Allocated Inventory, please refer to the ICM reports