Editing Material Allocation
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<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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== 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. | ||
− | <br>1. Stock is available in | + | <br>1. Stock is available in the default warehouse |
− | <br>2. Stock is available, but not in | + | <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 | ||
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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" | | ||
− | <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="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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== 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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