Allocation

Terminal and WEB APP > Terminal > Material management apps > Allocation

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T_D_Allocation DTerminal_Allocation_ICON_2023.04

Available with Issue, Receipt, Allocation for production, Pick and pack, Stock information license.

See Terminal settings in Configuration wizard.

 

This app opens the Allocation window.

The allocation/deliver function is used to transfer material needed for a work order from a default warehouse to an allocation warehouse. The material is also reserved for that work order. When doing an allocation, Beas creates a transfer document. Usually this is cost-neutral and not assigned to the work order.

 

PATH: Production > Work Orders > right-click an allocation in the WO structure / right-click an item > "Allocation".

Allocation_2021.09

Window reservation_set_master.psr

 

Boyum Style top bar buttons design:
Allocation_TOPBAR_2023.04

 

hmtoggle_plus1Prerequisites
hmtoggle_plus1Process of allocation

youtube Charge off reserved material  

 

Window structure

Header

Functions in header

Requirement list

 

 

hmtoggle_plus1Scanner support

 

Fields right of the ribbon

Only some fields explained in the table below are displayed, depending on the work flow.

Field

Meaning

Posting date

Postings: select the posting date.

Allocation warehouse

Allocation: allocation warehouse.

Setting is saved per work station. Note: this has no effect on the reservation and issue screen. See Reservation window, Material posting.

Bin location

Bin location of the external warehouse to which material is transferred (field is only displayed if the warehouse has bins). For reservation the definition of Bin Location is mandatory

Address

Address of the external warehouse.

 

Functions in upper ribbon:

Button

Meaning

Pre-assign Quantity (manually)

 

 

Pre-assign

 

Pre-assign all

All entries are marked and then reserved. See Pre-assign and Pre-assign Quantity (manually) above.

Delete reservations

All reservations are deleted

Filter

With shortage:                            Display only items which still need to be allocated

Only allocation ID:                      Only items with activated allocation ID

(item master – allocate)

Standard:                                    All items which need to be allocated

All:                                              All items. Also items which do not need to be allocated

Create Request

- visible in WO Stock Transfer Request window.

With this button you can create a stock transfer request by pre-assigning quantities for the requested materials of a work order. The created request is then displayed in the work order structure.
See WO Stock Transfer Request creation process.

All Allocate

- visible in External Production - Deliver Provisions

Transfer all provisions

Close Transaction

- visible in External Production - Deliver Provisions

Close transaction when creating the Goods Receipt Purchase Order document.

 

Right-click menu

Item

Meaning

Reservation list

Opens the reservation list

Reservation delete

Deletes existing reservations.

Filter: All

Lines which have been posted are also displayed.

Filter: only requirement

Standard view. Only lines which have not been posted are displayed.

 

Buttons below

Button

Meaning

Reservation list

Open the reservation list.

Inventory history

Open inventory history for the selected item.

 

hmtoggle_plus1Notes

 

back to list of provision parts

back to work order general


Help URL: https://help.beascloud.com/beas202402/index.html?terminal_allocation.htm