Add a new allocation.

This option is disabled when accessed from the Purchase Order module.

You cannot allocate material to a job that is already linked to a purchase order.

Delete the currently displayed allocation.

You cannot delete a material allocation that:

When you delete an allocation, any reserved lots and serials for the allocation are also deleted.

A warning message is displayed when this item is defined as a phantom part (Stock Code Maintenance) or if the item is on partial hold (Maintain Hold Status).

You cannot add a stock item which is on full hold (Maintain Hold Status).

If you selected to add a stocked item, then you can browse to select the code from the Stock Code Maintenance program.

If you selected to add a non-stocked item, and the Quotations module is installed, then you can browse to select the code from the Browse on Non-Stocked Codes program.

For a non-stocked item you can enter a description for the item.

You can enter a revision number if the following apply:

This field is not enabled if you selected the setup option: Job Creation - Assume current rev/rel at time of adding job (Bill of Materials Setup). In this case, the current revision is displayed and cannot be changed.

The wording for this field defaults to Revision, but is replaced by whatever wording you have assigned to these user-defined fields (Bill of Materials Setup).

You can enter a release number if the following apply:

This field is not enabled if you selected the setup option: Job Creation - Assume current rev/rel at time of adding job (Bill of Materials Setup). Engineering Change Control tab). In this case, the current release is displayed and cannot be changed.

The wording for this field defaults to Release, but is replaced by whatever wording you have assigned to these user-defined fields (Bill of Materials Setup).

For a non-stocked component, this defaults to asterisks (**) and cannot be changed.

When you maintain an allocation and change the warehouse, lots and serials previously reserved are released and you are prompted to reserve lots and serials for the new warehouse. This is only applicable for incomplete allocations and quantities which have not yet been issued.

Existing reserved quantities for allocations for a confirmed job are transferred to the new warehouse.

You cannot change the warehouse if a quantity has already been issued against the allocation.

If you are using Manufacturing units of measure (WIP Setup) then you can change this to the manufacturing unit of measure for a stocked item.

For a non-stocked component you can enter the unit of measure for the component.

For a non-stocked component you can enter the unit cost of the component.

Select this to indicate that the component quantity per (i.e. the number of components parts required to make one parent) is affected by the number of parent parts being made.

For example: If you specify a parent per fixed quantity of 100 (where the component quantity per is 2) then for each 100 parent parts made, a component quantity of 2 is required. Similarly, for each 200 parent parts made a component quantity of 4 is required and for each 1000 parent parts made a component quantity of 20 is required, etc.

Alternatively, if you specify a parent per fixed quantity of zero (where the component quantity per is 2) then the system will use the component quantity per regardless of the number of parent parts that are being made (e.g. if the component quantity per is 2, then regardless of whether you make 100, 200 or 1000 of the finished part, only 2 components are required in each case).

The method whereby a phantom parent generates a component requirement is as follows:

Indicate the sequence number for the component in relation to the parent stock code.

For example:

When assembling an item the same size screw must be used to secure the lid, as well as the base, to another component. You then have the choice of indicating that you require a total of eight screws, or that you need four screws on two separate occasions. Another use of the sequence number would be on a flow line where you want to specify which station must receive which components (i.e. the station number would be entered as the sequence number).

This field only applies when the option: Structure sequencing required is enabled (Structures and Routings).

This enables you to indicate whether the offset is defined at an operation or as a number of days.

This only applies when Reserve stock for allocations is enabled (WIP Setup) and you increase the Unit quantity required or you added a new allocation to the job.

The quantity cannot exceed the quantity available against the warehouse or the total quantity required for the allocation.

Negative allocations and non-stocked allocations cannot be reserved.

Indicate the hierarchy to which the allocation must be assigned.

You can use the Hierarchies for Job program to assign the allocation to a position in the job's hierarchy. You can also use this option to add, update, or cancel the expected (uncommitted) costs of a hierarchical job.

If you are copying material allocations to a hierarchical job, then you must allocate all materials to one or more hierarchies before you can finalize the job creation process.

This function applies only to hierarchical jobs.

	You cannot change the hierarchical details if a quantity has already been issued against the allocation. A warning is displayed if you change the hierarchy of an allocation linked to a purchase order. The hierarchy is not automatically rematched on the purchase order. This must be manually done.

The structure on and off dates against the components are checked. Only components whose structure on and off dates fall within the job start date are copied.

Irrespective of whether you selected to Delete existing allocations before copy, if the job is already confirmed, then bulk issue items are not deleted. The result of the copy is therefore a duplication of bulk issue items against the job.

This is useful if you have a job for a non-stocked item which is similar to a standard made-in item for which an Estimate already exists. The material allocations can be copied rather than entering them manually.

If you selected Non-stocked, then you can enter a non-stocked item code in this field.

Enter the revision number of the stocked item from which you want to copy the material allocations.

This only applies to ECC controlled items (Stock Code Maintenance).

The wording for this field defaults to Revision, but is replaced by whatever wording you have assigned to these user-defined fields (Bill of Materials Setup).

Enter the release number of the stocked item from which you want to copy the material allocations.

This only applies to ECC controlled items (Stock Code Maintenance).

The wording for this field defaults to Release, but is replaced by whatever wording you have assigned to these user-defined fields (Bill of Materials Setup).

Delete the existing material allocations against the current job and copy the material allocations from the From stock code.

This has the effect of replacing the current material allocations against the job with the material allocations from the From stock code.

The following material allocations are not deleted and the result of the copy function will be a duplication of these allocations against the job: Bulk issue items for confirmed jobs, because bulk issues are allocated on job confirmation. Allocations already issued to the job. An allocation that has a sub job attached to it. If you want to delete the allocation you need to detach the sub job first.

Add material allocations from the From stock code that do not already exist against the current job.

For example:

The current job has material allocations comprising components A and B.

The From stock code has components A, B and C in its bill of materials.

If you select this option, then component C is added as a material allocation to the current job.

	The sequence number (if used) is included as part of the check to establish whether the component already exists. Therefore, the same components with different sequence numbers are considered different components and are copied to the job.

Add material allocations from the From stock code, irrespective of whether they already exist against the current job.

If you select the Accumulate quantities option, then duplicate items are merged and added as one line to an existing item line.

If you do not select the Accumulate quantities option, then the allocations are not consolidated.

For example:

Assume all allocations come from the same warehouse.

The current job has material allocations comprising one each of components A and B.

The From stock code has material allocations comprising one each of components A, B and C in its bill of materials.

If you select this option, then the current job will have two each of component A, two each of component B and one of component C.

If you select the Accumulate quantities option, then the job will have a total of three lines of allocations.

If you do not select the Accumulate quantities option, then the job will have a total of five lines of allocations. A new line is created for each allocation, even if the stock codes and warehouses match.

Accumulate allocation quantities with the same stock code and warehouse and consolidate them into one line.

This option can be selected together with any of the Copy options. In addition, it can be selected regardless of whether there are existing allocations.

Enable this to automatically reserve stock for allocations when copying the material allocations to the current job, subject to the following:

You need to manually create reservations when this option is not enabled.

See also Restrictions and limits.