Allocate Stock

To allocate stock to a works order, press the Allocate button from the main menu.

There are 2 ways to allocate stock to a works order through SFDC:

Allocate by Works Order

By Scanning the works order you wish to allocate stock to, you will be presented with the following screen, where you should scan the Works Order Number Barcode that you wish to allocate:

If you scan an incorrect barcode type, you will receive the following error message:

Similarly, if you scan a barcode for a works order that is complete or cancelled, you will receive the following error message:

 

Allocate by Product

By Scanning the product you wish to allocate, you will be presented with the following screen, where you should scan the Stock Code or Batch/Serial Number Barcode that you wish to allocate:

If you scan a non-traceable barcode for an item that is marked as traceable, you will receive the following error message:

Once you have scanned a valid works order or product barcode, you will be presented with the following screen:

 

Works Order Scanned

Product Scanned

This screen displays an electronic picking list for the works order or product scanned. Listing the Works Order Number, Component Sequence, Stock Code, Description, Unit, Qty Required, and the Quantity Allocated.

To proceed, you either need to scan the Stock Code or Batch/Serial Number Barcode, or the Works Order Barcode that you wish to allocate. The instructional message at the top of the screen will advise which barcode the system is expecting.

Upon scanning the appropriate label, you will be taken to an allocation confirmation screen:

This shows detail on the works order, item being allocated, batch/serial number (if applicable), the location the item is being allocated from, how many are available, how many are outstanding, and lastly, how many you would like to allocate.

Enter the quantity you would like to allocate, and press Confirm.

You will then be returned to the electronic picking list screen where the allocation list will be updated to reflect the item processed:

The left-hand column will display an icon indicating whether the component line has been fully allocated or not.

An orange tick indicates the line item has been part allocated.

A green tick indicates the line item has been fully allocated.

Once you have allocated all the items required, press Confirm from the Electronic Picking List screen to process the allocations in Cim50.

You will then be returned to the main menu.