Allocation shortages

Type in or select the product storage site.

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

Type in or select the storage warehouse.

The transaction type that stock shortages could affect. For Manufacturing, this is set to Work order.

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.

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.

Observe loading times.

The allocated product.

The description from the product record.

Shortages/global: A global allocation shortage refers to a product-site (reserved stock).

Shortages/detailed: A detailed allocation shortage refers to a product line (allocated stock).

The unit in which the product is stored.

The quantity allocated to the work order or work order line.

The lot allocated to the work order line with a shortage of stock.

The sublot allocated to the work order line with a shortage of stock.

Indicates which major version of the product applies. Major versions indicate increased or significant changes to the original or previous version. The "form, fit, or function" changed.

The serial number in shortage allocated to the work order line.

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

The storage warehouse allocated to the work order line with a shortage of stock.

The storage location allocated to the work order line with a shortage of stock.

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

The average potency in percentage for the allocated product. It’s used as a default value when receiving stock before quality control measures the actual potency.

The available quantity expressed in the product stock unit.

The original order site.

The transaction type with the stock shortage. For Manufacturing, this is set to Work order.

The source document or order line.

Identifies the associated line on the source document or order.

The delivery priority for the source document or order: Normal, Urgent, Very urgent.

The original product code. This product code describes what's 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.

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

Select Automatic allocation from the Actions icon to view details of allocations that can be fulfilled. Select OK from the Automatic allocations window to allocate stock to the shortages.

This action is only available on an allocation line with a shortage if the original document has automatic allocation as the allocation method and there's stock available.

Select Manual allocation from the Actions icon to propose and allocate stock manually.

This action is displayed for a work order line if there's stock available.

The Manual allocations screen displays a list that you can select stock from. Alternatively you can select the following actions:

• Proposal: To apply a status and filter to the available stock list.
• Selection criteria: To apply multiple filters to the available stock selection list such a quality control filter and exclusive filters such as a license plate number filter. A stock administrator can select to display expired lots in the selection list.

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