Material Allocation - Revision history

Marks: /* Material Allocation Video */

2016-08-11T15:57:35Z

Material Allocation Video

Marks: /* Material Allocation Video */

2016-08-11T15:57:09Z

Material Allocation Video

Marks at 16:39, 4 May 2015

2015-05-04T16:39:22Z

Amy: /* How to Deliver Partial Quantities of an Item */

2014-09-11T15:32:51Z

How to Deliver Partial Quantities of an Item

Amy at 20:06, 6 August 2013

2013-08-06T20:06:18Z

Amy: /* How to deliver partial quantities of an item */

2013-08-06T18:57:51Z

How to deliver partial quantities of an item

Amy at 18:56, 6 August 2013

2013-08-06T18:56:34Z

Amy: /* Setup the Material Allocation Window */

2013-08-06T18:53:56Z

Setup the Material Allocation Window

Amy at 18:53, 6 August 2013

2013-08-06T18:53:39Z

Amy: /* Item Status */

2011-12-22T18:19:10Z

Item Status

← Older revision		Revision as of 15:57, 11 August 2016
Line 1:		Line 1:
	== Material Allocation Video ==		== Material Allocation Video ==
−	~~<videoflash>hHbpqIE_2k0</videoflash>~~
	<embedvideo service="youtube">https://www.youtube.com/watch?v=hHbpqIE_2k0</embedvideo>		<embedvideo service="youtube">https://www.youtube.com/watch?v=hHbpqIE_2k0</embedvideo>

@@ Line 1: / Line 1: @@
 == Material Allocation Video ==
 <videoflash>hHbpqIE_2k0</videoflash>
 == Reserve Stock ==

← Older revision		Revision as of 16:39, 4 May 2015
Line 1:		Line 1:
		+	== Material Allocation Video ==
	<videoflash>hHbpqIE_2k0</videoflash>		<videoflash>hHbpqIE_2k0</videoflash>

		+	== Reserve Stock ==
	<br>When adding material to a service or install order, you must make sure stock is reserved from your inventory to keep your inventory levels accurate. You can reserve stock using the Material Allocation window shown below.<br>		<br>When adding material to a service or install order, you must make sure stock is reserved from your inventory to keep your inventory levels accurate. You can reserve stock using the Material Allocation window shown below.<br>

@@ Line 161: / Line 161: @@
 == How to Deliver Partial Quantities of an Item ==
-If you have an item allocated for a service order with quantity of 100 but need to deliver 50 today and 50 at a later date, then there are two ways to handle this:
+If you have an item allocated for a service order with quantity of 100 but need to deliver 50 today and 50 at a later date, then you will need to split the material out onto two different line items on the Material Allocation window.
 <br>Here is a sample of all 100 on one line and all allocated:

@@ Line 160: / Line 160: @@
 <br>[[File:ArrangeColumns.jpg]]
-== How to deliver partial quantities of an item ==
+== How to Deliver Partial Quantities of an Item ==
 If you have an item allocated for a service order with quantity of 100 but need to deliver 50 today and 50 at a later date, then there are two ways to handle this:

@@ Line 171: / Line 171: @@
 <br>[[File:OneLineItemQ100.png]]
-<br>Close the Material Allocation window
+<br>1) Close the Material Allocation window
-<br>Go to the '''Order items''' tab on the order
+<br>2) Go to the '''Order items''' tab on the order
-<br>Open the Inventory Item
+<br>3) Open the Inventory Item
-<br>Click the '''Stock Details''' tab in Add Items to Order window
+<br>4) Click the '''Stock Details''' tab in Add Items to Order window
 <br>[[File:ClickStockDetailTabMaterial.png]]
-<br>Click '''Delete''' in the lower left corner of Add Items to Order window
+<br>5) Click '''Delete''' in the lower left corner of Add Items to Order window
 <br>[[File:ClickDeleteStockDetailsTab.png]]
-<br>At the top, enter 50 in the '''Quantity''' field and click '''Select Stock'''
+<br>6) At the top, enter 50 in the '''Quantity''' field and click '''Select Stock'''
 <br>[[File:EnterQuantity50AndSelectSTock.png]]
-<br>In the window that opens, double click on the stock lot to reserve 50
+<br>7) In the window that opens, double click on the stock lot to reserve 50
-<br>Go back to the Item tab and change quantity from 50 back to 100
+<br>8) Go back to the '''Item''' tab and change quantity from 50 back to 100
 <br>[[File:ChangeQtyfrom50to100.png]]
-<br>Back on the Stock Details tab, you'll see the 100 items broken out into two details ( 50 & 50)
+<br>9) Back on the Stock Details tab, you will see the 100 items broken out into two details ( 50 & 50)
 <br>[[File:TwoLinesForQuantityof100.png]]
-<br>When you open the Inventory Allocation window, you will see the 100 broken out into two lines (50 & 50). You can change the line you want to delivered.
+<br>10) When you open the Inventory Allocation window, you will see the 100 broken out into two lines (50 & 50). You can change the line you want to delivered.
 <br>[[File:MaterialAllocationWindow_TwoBrokenOutQuantities.png]]

@@ Line 158: / Line 158: @@
 Click on the column title and drag up and down the list. As you drag the title, green arrows will appear. Drop in the location you want.
-<br>[[File:ArrangeColumns.jpg|left]]
+<br>[[File:ArrangeColumns.jpg]]
 == How to deliver partial quantities of an item ==

← Older revision		Revision as of 18:53, 6 August 2013
Line 157:		Line 157:

	Click on the column title and drag up and down the list. As you drag the title, green arrows will appear. Drop in the location you want.		Click on the column title and drag up and down the list. As you drag the title, green arrows will appear. Drop in the location you want.
−	\
−
−	~~[[File:ArrangeColumns.jpg\|left]]~~
−

		+	<br>[[File:ArrangeColumns.jpg\|left]]

	== How to deliver partial quantities of an item ==		== How to deliver partial quantities of an item ==

← Older revision		Revision as of 18:53, 6 August 2013
Line 160:		Line 160:

	[[File:ArrangeColumns.jpg\|left]]		[[File:ArrangeColumns.jpg\|left]]
		+
		+
		+
		+	== How to deliver partial quantities of an item ==
		+	If you have an item allocated for a service order with quantity of 100 but need to deliver 50 today and 50 at a later date, then there are two ways to handle this:
		+
		+	<br>1) If you are invoicing for the first 50 you are delivering you would partially invoice the inventory item.
		+	<br>http://high5software.com/mediawiki/index.php?title=Invoicing#Partial
		+	<br>
		+	<br>2) If you are not invoicing for the 50 you are delivering yet, then you will need to split the material out onto two different line items on the Material Allocation window.
		+
		+	<br>Here is a sample of all 100 on one line and all allocated:
		+	<br>[[File:OneLineItemQ100.png]]
		+
		+	<br>Close the Material Allocation window
		+	<br>Go to the '''Order items''' tab on the order
		+	<br>Open the Inventory Item
		+	<br>Click the '''Stock Details''' tab in Add Items to Order window
		+	<br>[[File:ClickStockDetailTabMaterial.png]]
		+	<br>Click '''Delete''' in the lower left corner of Add Items to Order window
		+	<br>[[File:ClickDeleteStockDetailsTab.png]]
		+	<br>At the top, enter 50 in the '''Quantity''' field and click '''Select Stock'''
		+	<br>[[File:EnterQuantity50AndSelectSTock.png]]
		+	<br>In the window that opens, double click on the stock lot to reserve 50
		+	<br>Go back to the Item tab and change quantity from 50 back to 100
		+	<br>[[File:ChangeQtyfrom50to100.png]]
		+	<br>Back on the Stock Details tab, you'll see the 100 items broken out into two details ( 50 & 50)
		+	<br>[[File:TwoLinesForQuantityof100.png]]
		+	<br>When you open the Inventory Allocation window, you will see the 100 broken out into two lines (50 & 50). You can change the line you want to delivered.
		+	<br>[[File:MaterialAllocationWindow_TwoBrokenOutQuantities.png]]

@@ Line 59: / Line 59: @@
 <div style="line-height: normal; margin: 0in 0in 0pt">'''<font size="2pt">Non Serialized Item</font>'''</div>
 | style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 121.5pt" width="162" valign="top" |
-<div style="line-height: normal; margin: 0in 0in 0pt">'''Link Status = <font color="rgb(227, 108, 10)">Allocated</font>'''</div><div style="line-height: normal; margin: 0in 0in 0pt">   </div><div style="line-height: normal; margin: 0in 0in 0pt">In Material Allocation window, click   [[Image:Select.jpg]]   to select the stock you want to use.</div><div style="line-height: normal; margin: 0in 0in 0pt">   </div><div style="line-height: normal; margin: 0in 0in 0pt">'''Link Status = <font color="rgb(227, 108, 10)">Reserved</font>'''</div><div style="line-height: normal; margin: 0in 0in 0pt">   </div>
+<div style="line-height: normal; margin: 0in 0in 0pt">'''Link Status = <font color="rgb(227, 108, 10)">Allocated</font>'''</div><div style="line-height: normal; margin: 0in 0in 0pt">   </div><div style="line-height: normal; margin: 0in 0in 0pt">In Material Allocation window, click   [[Image:Select.jpg]]   to select the stock you want to use.</div><div style="line-height: normal; margin: 0in 0in 0pt">   </div><div style="line-height: normal; margin: 0in 0in 0pt">'''Link Status = <font color="rgb(227, 108, 10)">Reserved</font>'''</div><div style="line-height: normal; margin: 0in 0in 0pt">'''*'''   </div>
 | style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 128.7pt" width="172" valign="top" |
 <div style="line-height: normal; margin: 0in 0in 0pt">'''Link Status = <font color="rgb(227, 108, 10)">Has JIT Items</font>'''</div><div style="line-height: normal; margin: 0in 0in 0pt">   </div><div style="line-height: normal; margin: 0in 0in 0pt">In Material Allocation window, click   [[Image:Select.jpg]]   to select stock in the warehouse you want to use.</div><div style="line-height: normal; margin: 0in 0in 0pt">   </div><div style="line-height: normal; margin: 0in 0in 0pt">'''Link Status = <font color="rgb(227, 108, 10)">Reserved</font>'''</div><div style="line-height: normal; margin: 0in 0in 0pt">   </div>
@@ Line 65: / Line 65: @@
 <div style="line-height: normal; margin: 0in 0in 0pt">'''Link Status = <font color="rgb(227, 108, 10)">Has JIT Items</font>'''</div><div style="line-height: normal; margin: 0in 0in 0pt">   </div><div style="line-height: normal; margin: 0in 0in 0pt">Must click '''Actions''' > '''Create PO for JIT-Only Items'''</div><div style="line-height: normal; margin: 0in 0in 0pt">   </div><div style="line-height: normal; margin: 0in 0in 0pt">Once PO items received, '''Link Status = <font color="rgb(227, 108, 10)">Reserved</font>'''</div><div style="line-height: normal; margin: 0in 0in 0pt">   </div>
 |}
 == Reserve Stock for Material on an Order ==