1. How To ..... for Inventory Allocation
1.1. 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.
 

1.2. 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”).
 
 
 
1.3. 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. 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