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== Material Allocation Video ==
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<videoflash>hHbpqIE_2k0</videoflash>
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<embedvideo service="youtube">https://www.youtube.com/watch?v=hHbpqIE_2k0</embedvideo>
 
  
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== 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>
  
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== Default Warehouse ==
 
== Default Warehouse ==
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The default warehouse is either the warehouse called "default" or another warehouse you assigned as default.  
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The default warehouse is either the warehouse called "default" or another warehouse you assigned as default. <br><br>To set the default warehouse to a warehouse other than "default":
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<br>1. Go to '''Setup''' module > '''Company''' > '''Lists''' and select '''Warehouse'''.
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<br>2. Select default and click '''Edit''' at the bottom.
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<br>3. Uncheck '''Default Warehouse'''.
 
<br>[[File:SetDefaultWarehouse.png]]
 
<br>[[File:SetDefaultWarehouse.png]]
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<br>4. Select the warehouse you want as the default and click''' Edit''' at the bottom.
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<br>5. Check '''Default Warehouse''' and click '''OK'''.
 
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<br>When you are adding stock to your inventory, you select which warehouse you are adding the stock to as showing in the Receive PO Items screenshot below.
 
<br>When you are adding stock to your inventory, you select which warehouse you are adding the stock to as showing in the Receive PO Items screenshot below.
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== Item Status ==
 
== Item Status ==
 
When adding material to the order, there are three basic scenarios.
 
When adding material to the order, there are three basic scenarios.
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<br>1.      Stock is available in your default warehouse  
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<br>1.      Stock is available in the default warehouse  
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<br>2.      Stock is available, but not in your default warehouse
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<br>2.      Stock is available, but not in the default warehouse
 
<br>3.      Stock is not available and you need to place a purchase order for the item
 
<br>3.      Stock is not available and you need to place a purchase order for the item
 
<br><br>
 
<br><br>
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<div style="line-height: normal; margin: 0in 0in 0pt">'''<font size="2pt">Non Serialized Item</font>'''</div>
 
<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" |
 
| 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" |
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<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>
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<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" |
 
| 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>
 
<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>
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<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>
 
<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>
 
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<br>'''*''' If you want to skip the step of manually reserving non-serialized stock that is available in your warehouse, you can leave the link status as "Allocated". If you have SME setup to auto deliver allocated stock on close, then when you close the order the allocated stock will be taken out of your stock.
 
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<br>If you choose to do this, your items left as "Allocated" will not change your Available number. Instead, you will need to look at the "unallocated" number to see how much stock has not been allocated yet.
 
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<br>To setup SME to auto deliver allocated on close, go to '''Setup''' module > '''Company''' > '''Order''' and check '''Auto Deliver Allocated on Close'''.
 
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<br>[[File:AutoDeliverAllocatedOnClose.png]]
 
  
 
== Reserve Stock for Material on an Order ==
 
== Reserve Stock for Material on an Order ==
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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.
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<br>[[File:ArrangeColumns.jpg]]
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[[File:ArrangeColumns.jpg|left]]
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== How to Deliver Partial Quantities of an Item ==
 
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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.
 
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<br>Here is a sample of all 100 on one line and all allocated:
 
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<br>[[File:OneLineItemQ100.png]]
 
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<br>1) Close the Material Allocation window
 
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<br>2) Go to the '''Order items''' tab on the order
 
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<br>3) Open the Inventory Item
 
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<br>4) Click the '''Stock Details''' tab in Add Items to Order window
 
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<br>[[File:ClickStockDetailTabMaterial.png]]
 
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<br>5) Click '''Delete''' in the lower left corner of Add Items to Order window
 
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<br>[[File:ClickDeleteStockDetailsTab.png]]
 
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<br>6) At the top, enter 50 in the '''Quantity''' field and click '''Select Stock'''
 
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<br>[[File:EnterQuantity50AndSelectSTock.png]]
 
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<br>7) In the window that opens, double click on the stock lot to reserve 50
 
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<br>8) Go back to the '''Item''' tab and change quantity from 50 back to 100
 
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<br>[[File:ChangeQtyfrom50to100.png]]
 
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<br>9) Back on the Stock Details tab, you will see the 100 items broken out into two details ( 50 & 50)
 
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<br>[[File:TwoLinesForQuantityof100.png]]
 
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<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.
 
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<br>[[File:MaterialAllocationWindow_TwoBrokenOutQuantities.png]]
 

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