Allocation Shortages

The header information is used to specify the main selection criteria for the inquiry used.

• Storage site: specify the storage site on which the user wants to inquire the allocations in shortage.
• Product ranges : the entry of a product code or a group of products is not mandatory. It is used simply to limit the display to the Allocations for these products.
• Document type: it is possible to filter the allocations to inquire by allocate document type. Depending on whether the inquiry is called from the Sales, Purchase or Production module, the document type filter is preloaded and cannot be modified.
• Number of document: It is possible to limit the Allocations display to a specific document.
• Requirement date range: it is possible to limit the Allocations displayed to those which requirement date falls in a given period.

The columns present in this grid depend on the setup of the screen code chosen.

The system displays a line for each allocated stock line if it is a detailed allocation or a line for each allocated product if it is a global allocation.

For each line the major items specified are:

• The allocated product,
• The allocation type: the allocation type of the shortage ie as a result of a global allocation (global shortage) or a detailed allocation (detail shortage),
• The document type and the document: it is the document on which the allocation is attempted.
• The allocated quantity,
• The lot, sub-lot and serial number for the shortage according to the management method for the product on a line displaying a shortage on a detailed allocation,
• The allocated stock status in the case of a detailed allocation,
• The allocated stock location, in the case of a detailed allocation.

Automatic Allocation

This button is available on an allocation line with a shortage on the condition that:

• The selected shortage is the result of a sub-contract order,
• The original document sets the automatic allocation as the allocation method,
• There is available stock.

On use of this button, the system opens the automatic allocation start up window where the launch criteria are loaded with the characteristics of the selected allocation with shortage, these criteria can be modified.

The use of the OK button from within the Automatic allocation window executes the allocation processing.

Allocation

This button is available on an allocation line with a shortage on the condition that:

• The selected shortage is the result of a works order allocation,
• There is available stock.

On use of this button, the system opens the allocation start up window where the launch criteria are loaded with the characteristics of the selected allocation with shortage, these criteria cannot be modified.

The use of the OK button from within the Automatic allocation window executes the allocation processing attempting to carry out a global or detailed allocation according to the shortage type (global shortage or detail shortage).

Manual allocation

This button is available on an allocation line with a shortage on the condition that:

• There is available stock,
• The original documents sets the manual allocation as the allocation method if it is a document of the Sales type. For a works order, this button is always suggested.

The system then opens the manual allocation screen.

The selection of the stock lines to be allocated is made in a screen containing a grid of the stock lines to be allocated and a left list that used to select the stock lines. The table contains the stock lines that could only be loaded using the left list or by the automatic proposition accessible using the button Proposal at the bottom of the screen. Only the quantity to be allocated in stock units and the quantity in packing units are accessible in this grid.

 : This button is used to access the additional selection criteria used to filter the stock lines in the left list.
This screen contains the following information:

Origin: in this section of the screen the issue site, the product and the issue note number concerned are displayed.

Quality criteria

• Authorized statuses: A, Q, R statuses in the stock lines to display in the picking left list.
• Expired lots: it is possible to display the expired lots in the left list. These, as with all sub-statuses unauthorized by the issue rule, can only be selected by a stock administrator.

Taking into account locations

• Waiting put-away: If this criteria is activated, it is possible to authorize the selection of goods waiting put-away (for products managed by location), that is to say those goods received to dock and not yet placed in their final storage locations. These products that have certain stock attributes that are yet to be assigned (lot, sub-lot, serial number), will be displayed in the left list, but they cannot be selected while their characteristics have not yet been specified. If a selection is carried out on a product in dock, the detailed allocation will be updated when putting away the product (new location, new status...).
• Sub-contractor: This criteria is meaningless outside the context of sub-contract management with or without WO. If this criterion is activated, it will be possible to authorize the selection of components assigned to sub-contractors (for products managed by location).

Exclusive filters allow the entry of additional criteria that serve to restrict the selection of stock lines. These filters can already be assigned if they have been entered on the document which is the origin of the issue note (for example the order or the shipment request at the origin of a shipment line). For products that are managed by lot, it will be possible to enter a lot or an expression that is used to describe a group of lots (for example: LOT*A ? all lots starting with LOT and ending with A plus one character). For all the products, it is possible to enter exclusive filters on the statuses (example: A*,Q1,Q2 all the stock lines with the status A and the stock lines with the status Q1 and Q2). Only the stock lines responding to these filters will be selected. The combination of the statuses entered must be included in the Issue rule associated with the corresponding document type. If the exclusive filters are entered for the statuses then the quality criteria on the statuses will be greyed out and will no longer be considered for the stock line filter.

Preferential filter: The preferential filter on the location can be specified.

Unavailable stock: Stock display: yes / no. This setup is used to specify whether to display the Available stock column in the stock lines to be selected picking browser.

Automatic Allocation

Document