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Stock And Wip Allocation View

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The purpose of this function is to provide the user with an overview of the stock availability and WIP of a selected requirements part number.

The stock will include stock currently in inventory locations, both allocated and un-allocated, as well as stock issued to orders but not yet yielded as shipped or manufactured product (thus being inventory in WIP).

 

The following information will be displayed:

Total Allocated Stock, Total Allocated WIP, Total Unallocated Stock and Total Unallocated Requirements. The detail of the summarized values will be displayed in a Requirements List, thus showing the order lines to which stock has been issued or allocated.

 

The option is provided to inquire on a requirement part number and to also limit the results to only those requirements related to a specific order line being manufactured.

The requirements horizon can also be specified.

 

Additional options to view only selected order types, order division, project or stock in a specific division or store, are also provided.

The list results will display any associated projects and/or priority codes related to the order where applicable.

 

The list results can be exported via the F1-key and can be sorted on any column to view the results by order type, line type, date, status project, priority or any other column in the list or to sort quantities in ascending or descending order.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Include Order Types

The option is provided to specify the order types to be included. E.g. to view only requirements linked to Sales Orders, only check the Sales orders option.

Check all 3 boxes to include requirements from all order types.

 

At least 1 of the 3 options must be checked to yield any results in the list.

hmtoggle_plus1More Detail

This button takes the user to the appropriate order in Order Master to view more detail for the selected order in the list results.

hmtoggle_plus1Order Division Description

This text field displays the description of the selected division code from the table Division.

hmtoggle_plus1Order Part Number

The list is only enabled once a Requirement part number has been selected and is populated with the Part Number and description of parts that exist on the order line table where

the order line has a requirement for the selected Requirement part number.

 

Selection of the Order part number is optional. The order line part is selected to limit the requirements to those required by the order line part's manufacturing.

 

The number of characters to be entered before the list is shown is governed by the value of the "populate length" (mandatory).

hmtoggle_plus1Order Part Description

This text field displays the description of the selected order part number.

hmtoggle_plus1Project Description

This text field displays the description of the selected project from the table Node.

hmtoggle_plus1Requirements Detail

This field displays information as per selected part when "Show" is clicked.

 

When row in list is selected, the button "More Detail" will be enabled.

hmtoggle_plus1Requirements Part Description

This text field displays the description of the selected requirements part number.

hmtoggle_plus1Requirement part Number

The list is populated with the Part Number and description of parts that exist on the requirements table as material requirements for order lines.

 

A requirement part number must be selected.

 

The number of characters to be entered before the list is shown is governed by the value of the "populate length" (mandatory).

hmtoggle_plus1Requirements Until

The date is defaulted to today's date, but can be set to a past or future date.

The purpose of this date is to govern the horizon for which the requirements detail is displayed. The function will only display requirements from order lines where the required date is = or < the selected date.

hmtoggle_plus1Show

The show button is clicked to display the list of results in accordance with the criteria specified by the user.

hmtoggle_plus1Specific Order Division

The list is populated with the Division codes and Descriptions.

Select a division to limit the order lines or requirements to those associated with a selected division only.

 

The selection of a division is optional.

hmtoggle_plus1Specific Project

The list is populated with the Project numbers and descriptions that exist on the order line table as projects associated with order lines. Select a project to limit the requirements to those associated with a selected project.

 

The selection of a project is optional.

hmtoggle_plus1Total Allocated Stock

This text box displays the total quantity of allocated stock for the selected part and the value equals the sum of stock allocated to specific order line requirements. The list view will show the detail of the order lines to which the stock is currently allocated.

hmtoggle_plus1Total Allocated Wip

This text box displays the total quantity of the selected part currently still in WIP (issued but not yet shipped or applied to yield manufactured product) and the value is calculated as follows:

Total Allocated WIP = Sum of the (Issued Quantity - Scrapped qty) -

The portion applied for the quantity completed or rejected on the order line.

 

The list view will show the detail of the order lines where WIP for the selected part currently exists.

hmtoggle_plus1Total Unallocated Requirements

This text box displays the total quantity of un-allocated requirements for the selected part and the value

equals the sum of (Required Quantity - Issued Quantity - Scrapped Quantity - Allocated Quantity), thus being the portion of the requirement not yet satisfied via picking or allocation.

The list view will show the detail of the order lines where un-allocated requirements for the selected part currently exists.

hmtoggle_plus1Total Unallocated Stock

This text box displays the total quantity of UN-allocated stock for the selected part and the value

equals the sum of stock allocated not allocated to specific order line requirements. This stock is thus available for use on un-allocated requirements but where project ownership is reflected, the application of such stock will be subject to certain rules.

hmtoggle_plus1Unit of Measure

This text field displays the UOM of the selected part in which all quantities on the screen is expressed.

hmtoggle_plus1View Stock

To view the current stock on hand, check this box.  If the stock is to be limited to stock in a specific division or store, select the relevant division or store from the lists provided.