Allocations

You must specify which storage site you wish to use for the allocations inquiry.

The type of document (sales order, delivery, work order) is preloaded according to the module from which the inquiry is called (Sales or Manufacturing). It is not editable. It is used to filter the allocations to inquire by type of allocated document.

Entering these fields is not mandatory. They are used to limit the display of allocations to a product or a range of products.

Entering these fields is not mandatory. They are used to limit the display of allocations to a product or a range of products.

Entering these fields is not mandatory. Use them to limit the display of allocations to one document or a range of documents.

Entering these fields is not mandatory. They are used to limit the display of allocations to those whose requirement date falls in a given period.

 Important note about filtering allocations by requirement date:

The requirement date used to filter the allocation display is contained in the WIP table (ORDERS). In the particular case of the delivery requests, the From requirement end date corresponds to the date of creation of the delivery request and the To requirement end date corresponds to the shipment date planned. If the entered shipment date is inferior to the creation date of the line, the requirement end date is then assigned to the creation date as it cannot be inferior.

The requirement date displayed in the allocation grid corresponds to the actual shipment date.
Allocations can sometimes not be selected even though the displayed requirement date corresponds to the entered date range. This occurs when the shipment date entered in the delivery request is inferior to the creation date of the request. Conversely, allocations can appear even though the selected requirement date does not cover the allocation.

For example :

Delivery request created on 19/05/2015 with a shipment date set to 13/05/2015
The delivery request is allocated. In the ORDERS table, the From requirement end date is 19/05/2015 and the To requirement end date is 19/05/2015.
In allocations inquiry:
-With a requirement date set to 19/05/2015, the allocation relating to the delivery request appears.
-With a requirement inquiry on the 13/05/2015, the allocation is not displayed.

This field indicates the product reference code. It is generated by a sequence number counter (set up in function Sequence number counters) in the case when the product category has a sequence number counter code.

The reference cannot be modified. It is automaticaly assigned and displayed at product creation end.

This is the description entered on the product record. This description is transferred from the sales invoice to the purchase invoice in case of inter-company invoicing. When the invoice stems from another document, the standard description is inherited from the source line.

Select this check box to include all types. To run this process for a single type, leave clear.

This field indicates the product management unit in which are expressed:

• The stock
• The standard price
• The BOM link quantity, etc.

This information is always displayed, regardless of the transaction used. It cannot be modified.

This field displays the quantity allocated to the order line.

Quantity in stock unit calculated from the ordered quantity in order unit.

If the entered quantity is not a multiple of the order unit, a warning message is displayed. By default the minimum purchase quantity or the quantity of considered requirements is suggested. Under no circumstances the quantity entered is lower than these quantities.

You can modify this quantity if the order unit is a product packing unit, whose coefficient can be modified (see Packing unit table on the Units section of the Product record) but cannot be used with the other units (product purchase unit, supplier purchase unit, supplier packing unit, stock unit).

If you modify the quantity in stock unit, the factor expressed between the order unit and the purchase unit is adjusted.

This field indicates the lot linked to the stock movement.

Sub-lot concerned by the stock transaction.

This is the product serial number.

This field indicates the product status (A, Q, R).

When the status changes from A to Q, the stock keeps the same location (no stock movement to be controlled).

The storage location is automatically loaded depending on the location type if it is specified, otherwise the default location defined in the product-site record will be used.
This value can be modified later.

Allocation requirement date.
 Regarding the selection conditions of the allocations with respect to the entered requirement dates, see the help on the range entry fields of From and to requirement end datein the header.

This field indicates the average potency in percentage to be defined for the active products. It is used for receipt to stock as a default value, before the quality control measures the real potency. This field is accessible if the Stock management mode field (STOMGTCOD) is set to Potency managed.

This field displays the original order site.

Document type that must be taken into account during the signature process or during a signature cancellation.

The document type, the document number and the document line number are used to identify the origin of the stock movement:

• Supplier receipt
• Customer delivery
• Work order
• Receipt movement

The number of the journal line to process.

Indicator used to assign a priority to the supplier. This information is useful in some functions to determine the supplier to be submitted by default or to sort the suppliers in some selection windows. The nearer to zero the value, the more the supplier should be considered in priority. The zero value represents the highest priority.

Enter the BP code or use the Lookup tool to search from the BP table.