Allocations

Use this inquiry to display stock allocations to work orders. You can also display stock allocations to work orders that are in shortage.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

This inquiry is customized to the needs of your organization and your processes. The screen code you select determines how information is displayed on the Allocations tab.

Home

Use this section to enter the storage site and range filters, then select Search.

Selection

Storage site (field STOFCY)

Type in or select the product storage site.

The default site displayed is associated with your user record but you can edit it.

Start - end range

Entry type (field VCRTYP)

The transaction type that stock shortages could affect. For Manufacturing, this is set to Work order.
From product (field ITMREFSTR)

Filter for results within a range of product codes. For a single product, enter the same product code in the From/start product and To/end product fields.
To product (field ITMREFEND)
From entry no. (field VCRNUMSTR)

Filter for results within a range of document numbers. For a single document, enter the same document number in the From/start entry no. and To/end entry no. fields.
To entry no. (field VCRNUMEND)
Requirement start date (field STRDATSTR)

Filter for results within a range of requirement dates. For a single requirement date, enter the same date in the Requirement start date and Requirement end date fields.

SEEINFOObserve loading times.

SEEWARNING 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 Requirement start date corresponds to the date the delivery request was created and the Requirement end date corresponds to the planned shipment date. If the entered shipment date is earlier than the creation date of the line, the Requirement end date is assigned to the creation date.

The Requirement date displayed in the Allocations table 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 earlier than the date the delivery request was created. Conversely, allocations can display even though the selected requirement date does not cover the allocation.

For example:

Delivery request created on May 19 with a shipment date set to May 13.
The delivery request is allocated. In the ORDERS table, the Requirement start date is May 19 and the Requirement end date is May 19.
With a requirement date set to May 19, the allocation relating to the delivery request displays.
With a requirement date set to May 13, the allocation does not display.

Requirement end date (field STRDATEND)

Tab Allocations

This table 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.

Grid Allocations

Product (field ITMREF)

The allocated product.
Description (field ITMDES1)

The description from the product record.
Allocation type (field ALLTYP)

Global: A global allocation refers to a product-site (reserved stock).

Detailed: A detailed allocation refers to a product line (allocated stock).

Shortages/global: A global allocation shortage.

Shortages/detailed: A detailed allocation shortage.
STK (field STU)

The unit in which the product is stored.
Active quantity (field ALLQTY)

The quantity allocated to the work order or work order line.
Physical quantity (field QTYSTU)

The available quantity expressed in the product stock unit.
Lot (field LOT)

The lot allocated to the work order line.
Sublot (field SLO)

The sublot allocated to the work order line.
Major version (field ECCVALMAJ)

Indicates which major version of the product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit, or function" has changed.
Minor version (field ECCVALMIN)
Indicates which minor version of the product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.
Serial number (field SERNUM)

The serial number allocated to the work order line.
Status (field STA)

The status (A, Q, R) of the stock allocated to the work order line.
Location (field LOC)

The storage location of the stock allocated to the work order line.
Warehouse (field WRH)

The storage warehouse of the stock allocated to the work order line.
Requirement date (field STRDAT)

The date the product is needed for the work order or work order line.

SEEINFORegarding the selection conditions of the allocations with respect to the entered requirement dates, see the help on the Requirement start and end date range selection fields in the home section.

Potency % (field DEFPOT)

The average potency in percentage for the allocated product. It is used as a default value when receiving stock before quality control measures the actual potency.
Original site (field ORIFCY)

The original order site.
Entry type (field VCRTYP)

The transaction type with the stock shortage. For Manufacturing, this is set to Work order.
Entry (field VCRNUM)

The source document or order line.
Journal line (field VCRLIN)

Identifies the associated line on the source document or order.
Priority (field PIO)

The delivery priority for the source document or order: Normal, Urgent, Very urgent.
Source product (field ITMREFORI)

The original product code. This product code describes what is referred to as a "Bill of material", a BOM. A BOM contains structured information for making and costing a product. It defines the components that make up a product, and given this, the cost of the product.
BP (field BPRNUM)

The code of the business partner (customer/supplier) associated with the order.
Work order

Select Work order from the Actions icon to view the work order details.

Specific actions

Criteria

Select the Criteria action to access additional selection criteria and select a specific screen code. The screen code determines which information is displayed in the Allocations table.

You can save your selection criteria in, or recall or delete previous search criteria using a memo code.

 

Global allocations / Detailed allocations: Clear a checkbox to filter the allocation results by one allocation type.

Global shortage / Detail shortage: Select a checkbox to filter the allocation results to shortages by one allocation type.

Sort order: The inquiry is sorted by product code, by default. You can display the sorted allocations by requirement date.

Limitations

In this inquiry, the Next button is not available. The maximum number of lines displayed which you can export to Excel corresponds to the number of lines set up on the inquiry screen. If the expected number of lines is not displayed, change it on the Inquiry screen.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation