You can allocate Inventory items to particular Contracts or un-alloctate them, assign Inventory items as free stock or re-allocate items from one Contract to another.
1. Search the Inventory
for the items to be allocated, un-allocated, or assigned as free stock.
See Search the inventory for more information.
2. Select one or more items and click the Actions button.
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During this process it is important to remember that any items that have been nested from either Prelim or Detailed Listings will not be available for a change of allocation. They will need to be un-nested first. If this is attempted, the following error message will appear to indicate this.
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3. Choose Allocate / Un-allocate Inventory.
The Allocation Change form is displayed.
4. Fill in the required information:
Type text into the Description field to identify
this allocation change. The description that you type here is displayed
when you carry out an Inventory
Transactions Search.
The Date defaults to today, but you can change
it if necessary.
Choose the Contract and Phase/Zone
to which you want to allocate the Inventory.
In the grid, type in the Quantity that you
want to assign to allocate or un-allocate.
5. Click Save.
6. The option to display individual instances can be used once the record has been saved, which will expand a quantity of parts onto individual lines. This will also identify the individual tracking numbers and classifications for each component in that quantity if applicable.
7. Click Complete to change the allocation of the Inventory items to the specification you have selected.
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To print or email the details of an allocation change, click Actions (button) > Print or Actions (button) > Email as PDF. The Inventory Transactions Search allows you to review allocation actions. |
