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Hard Allocations
Hard Allocations
Hard Allocations
The Hard Allocations tab will
allow you to to enter and view quantities for hard allocations.
This tab contains information about hard allocations filtered to all order
lines that have been transferred to the picking list but have not been completely
dispatched (the quantity in the Dispatched
column is greater than 0). The overview will also use any other filters that
you have set, with the exception of picking list line status.
In this tab, quantities can be allocated or allocations can be canceled.
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To use functions for hard allocations, the
Hard Allocation of Orders option must
be selected in the program parameters (Settings | Program | Administration
Panel | Settings | Program Parameters | Goods |
General). |
1) Item Details
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(Allocate All) |
Clicking this
button will allocate all quantities in the list.
Quantities are allocated in the order in which they are listed and
the criterion is the deliver-by date of the lines which determines their
position in the list (quantities that have to be delivered sooner will
be listed first).
If there is not enough stock to allocate all quantities:
- first all entire order lines in ascending order by deliver-by
date;
- the remaining quantity in those order lines where the quantity
is less than or equal to the remaining stock, regardless of the
deliver-by date.
|
|
(Clear All) |
To delete all allocations for the currently selected
items and warehouse click the Clear All
button. |
| Warehouse |
1 |
The ID of the warehouse
from which the order will be dispatched. |
| Item |
2 |
The item
ID of the item that is being allocated. |
| Name |
3 |
The name of the item that
is being allocated. |
| Stock |
4 |
The actual stock at the selected warehouse. |
| Allocated |
5 |
The quantity of hard allocations for this item and warehouse. |
| Remaining Stock (for allocation
and sale) |
6(=4-5) |
The remaining stock is the quantity
that can be dispatched/sold/allocated once you’ve accounted for all
hard allocations (=actual stock – allocated quantities). |
| Ordered, Non-Alloacted |
7 |
The quantity from sales orders and work orders that
have not been transferred to hard allocations. If the remaining stock
from the previous field is greater than the quantity in this field,
quantities can be allocated for all open orders/work orders.
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2) Details of Orders/Allocations
In the Details of Orders/Allocations
panel, all orders (for the item and warehouse in the Item
Details panel) that are still non-dispatched will be
displayed. An order line will be listed in this panel if it contains a quantity
that still has not been dispatched (a value greater than 0 in the Dispatch column
of the picking list) and is not finished.
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(Allocate All for Selected Item) |
If you click the Allocate All for Selected
Item button, you will allocate all quantities
in the list.
Quantities are allocated in the order in which they are listed and
the criterion is the deliver-by date of the lines which determines their
position in the list (quantities that have to be delivered sooner will
be listed first).
If there is not enough stock to allocate all quantities:
- first all entire order lines in ascending order by deliver-by
date;
- the remaining quantity in those order lines where the quantity
is less than or equal to the remaining stock, regardless of the
deliver-by date.
|
|
(Clear All for Selected Item) |
To delete all allocations for the currently selected
items and warehouse click the Clear All for Selected
Item button. |
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An individual line with information about the allocation
can be deleted from the list (see deleting
a Record). When you do this, you will not delete the order/work
order line, but will only temporarily remove it from this list (for
example, if you would like to allocate all other positions using the
Allocate All for Selected Item
button).
This way, you can re-include temporarily removed information in the
list by clicking on a different tab and then clicking on the
Hard Allocations tab again.
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| Document |
The number of the sales order. |
| Line |
The number of the line from the sales order in
the previous field. |
| Date |
|
| Status |
|
| Customer |
The ID of the customer from the order. |
| Consignee |
The ID of the consignee
from the order. |
| Deliver By |
The deliver-by date
from the line of the order. Records
are sorted by deliver by date (the sooner the deliver-by date, the higher
the order will be in the list) and status (allocated/non-allocated).
First, allocated orders are listed in ascending order by deliver-by
date, and then lines without a deliver-by date are listed.
Next, non-allocated orders are listed in ascending order by deliver-by
date; non-allocated lines without a deliver-by date are listed last.
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| Quantity to
Dispatch |
(=ordered quantity –
already dispatched quantity) If an order is finished (default status
Z – Finished), the value in the Quantity to Dispatch field will be 0.
Only orders with a value greater than 0 in the Ordered field in the
picking list lines will be displayed.
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| Allocated |
- The checkbox in this field is checked if a hard allocation has
been selected for this line of the order;
- The checkbox in this column is not checked if a hard allocation
has not been selected for this line of the order.
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(Show Only Documents with Selected Item) |
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For the time being, the program does not support hard
allocations of serial numbers! |
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- you can uncheck the checkbox
in the Allocated field,
all other information will be read-only;
- you cannot change the
quantity (it can be updated via the ordered quantity);
- if you split a picking
list line, information about hard allocations will be displayed
in summary, for the whole original order line, because hard allocations
are made for order lines;
- if you reverse a picking list line, the hard allocation of the related
order will be deleted (if, in this case, the order is not included,
you can later reserve a line of the order).
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