Home > Knowledgebase > Cim200 > Works Orders > Processing > Amend Stock Allocation > Amend Traceable Item Allocation

Amend Traceable Item Allocation

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.

 

To 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.

From the menu:

Open: Works Orders > Processing > Amend Stock Allocation

  • Select the Works Order Number from the drop-down list.

To amend batch number allocations

Use this screen to amend the batch numbers allocated to the order, or to reduce the overall quantity of the component allocation.

1. Select the batch numbered component to be amended.

2. Select the Amend Allocation… button. This opens the Batch Details 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 of change : Set the date the change was made.  Defaults to today’s date.

Description : This area can be used for recording details of the change, such as why it was made.

 

3. Untick the batch number(s) to be unallocated.

4. Tick the batch number(s) to allocate.

5. Set the Qty Allocated value for each allocated batch.

Note: The total selected must agree to the Total quantity value, which is the new allocation quantity.

 

To amend serial number allocations

Use this screen to amend the serial numbers allocated to the order, or to reduce the overall quantity of the component allocation.

1. Select the serial numbered component to be amended.

2. Select the Amend Allocation…button. This opens the Serial Details 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 of change : Set the date the change was made.  Defaults to today’s date.

Description : This area can be used for recording details of the change, such as why it was made.

 

3. Untick the serial number(s) to be unallocated.

4. Tick the serial number(s) to allocate.

Note: The total selected must agree to the Total quantity value, which is the new allocation quantity.