Whilst stock is still allocated to a Works Order, the allocations can be reduced or removed if required.
Use the Amend Works Order Stock Allocations screen to reduce allocated quantities or remove them.
Amend allocations for a works order
Open: Works Orders > Works Order List
- In the Works Order List, select the works order you want to amend allocations for.
- Select the Amend Allocation button above the list view.
Open: Works Orders > Processing > Amend Stock Allocation
- Select the Works Order Number from the drop-down list.
Reduce an allocation quantity for a non-traceable component
1. Select the non-traceable component line to be amended.
2. Select the Reduce Allocation…button. This opens the Amend Allocation for Item… screen.
Current allocation : The current allocation quantity is displayed.
New allocation : The new allocation quantity defaults to the current allocation quantity. Amend the quantity to the new allocation quantity required. The quantity can be adjusted down. To remove the allocation set the quantity to zero.
Date : The date of the allocation amendment. When the change is saved, an allocation adjustment entry is made in Stock Transaction History using this date.
Description : A description to assign to the adjustment. This description is used in the allocation adjustment entry that is created in Stock Transaction History when the change is saved.
3. Click OK to complete any changes or click Cancel to exit without saving any changes.
