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Allocation/WO Creation

 

Depending upon the Customer BOM, a Demand is generated for the given Sales Job Order (SJO) through this option. Quantity of each item in Demand is directly affected by the quantity in Customer Bill of Material. The quantity of items in demand are multiplied as per the quantity mentioned in Sales Job Order.

 

The next step is to perform Item (parent / child) specific activities such as allocation, generating Work Orders or viewing Work Order details and Indent details. All this can be done manually through this single option.

A list of Sales Job Orders for which Allocation/WO Creation has already been done will be displayed as follows -

Search:

Enter any text you want to search in the list below. The search is applicable to all columns of the list. Once the text is entered, press <ENTER> key. As a result, the list will be refreshed with all those records that contain the entered text fully or partially. In order to go back to the original list, remove the text from the box and press <ENTER> key again.

 

Allocation/WO Creation can be added, and viewed provided the Role associated with the currently logged-in user through User Management has the respective rights to do so.

For Allocation/WO Creation, click on the button. To view details of allocation/WO creation against a Sales Job Order, <DoubleClick> on that record. As a result, following screen will be displayed -

 

Screen Layout of SJO Details

Field Description of SJO Details

SJO Details

Provide the SJO details for which Allocation/WO creation has to be done.

Year:

Denotes the Year of SJO.

 

While 'Adding', current financial year is displayed by default. You can change it. Press <TAB>.

 

In case of 'View', financial year will be displayed automatically for the selected record. It can not be changed.

Group:

Specify the Group of concerned SJO.

 

While 'Adding', specify the Group of the Sales Job Order. Please note that the Group which has been specified as default for the selected financial year through Document Control Master option in Administrator Toolswill be displayed automatically.

You can change it by clicking on the field to access a list of already defined SJO Groups for the entered Year though Document Control Master option in Administrator Tools Module. Select your desired Group from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Group.

In case of 'View', Group will be displayed automatically for the selected record. It can not be changed.

Site:

Specify the Site of the Sales Job Order.

 

While 'Adding', the Site if any specified with the selected Group will be displayed by default.

 

Click on the field to access a list of already defined Sites. Select your desired Site from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Site.

 

CollapsedRead more about Site...

 

Please note that the Site(s) will be displayed/accepted as per the following conditions -

  • In case the 'Site Required?' flag is 'On' through Document Control Master option in Administrator Tools Module, then only those Sites will be displayed which have been linked with the selected Year and Sales Job Order Group.
  • In case the 'Site Required' flag is 'Off', then all the Sites that have been defined for the current Company through Site Master option of Administrator Tools Module will be displayed.

In case of 'View', Site will be displayed automatically for the selected record. It can not be changed.

 

Number:

Specify the SJO Number for which you want to Allocate or create Work Order.

While 'Adding', click on the icon on the field to access a list of existing SJO Numbers belonging to the selected financial year, SJO Group and SJO Site. Select your desired Number from the list by scrolling down to it and click on 'Continue' button. Alternatively you can also enter the SJO Number.

In case of 'Add' mode, only those SJO will be displayed/accepted -

  • for which Customer Bill of Material already exists through Generate CBOM option of Materials Module
  • that are not on Hold or have been finished

In case of 'View', Number will be displayed automatically for the selected record. It can not be changed.

 

Date:

Automatically displays the Date of the selected SJO for your reference. You can NOT change it.

Click on button to continue.

Screen Layout of Item and Other Details

Field Description of Item and Other Details

Item:

In case of 'Add' mode, this field displays the Internal Item Code of the parent Sales Item of the selected SJO by default. As a result complete CBOM of the selected SJO will be available to work on.

 

Additionally, IMMS also provides facility to access and work on other Manufacturing or Assembly type of Child Items which may be existing in the CBOM of the selected SJO. In this case, the structure of ONLY that particular Manufacturing / Assembly type of the Child Item will be displayed.

In order to select other Manufacturing / Assembly type of Child Items, delete the parent Sales Item in the text box and click on the icon on the field to access a list of Manufacturing/Assembly Items belonging to the CBOM of the selected SJO. Select your desired Item from the list by scrolling down to it and click on 'Continue' button. Press <TAB>.

 

In case of 'View' mode, this field displays either the Parent Item or the Manufacturing/Assembly type of Child Item for which allocation has been done or Work Order has been created. You can not change it.

 

Once you press <TAB> on the field, Allocation Details section will become active and CBOM of the selected Manufacturing/Assembly Item will be displayed automatically in it.

 

SJO Item:

Displays the Internal Item Code of the parent Sales Item of the selected SJO for your reference. You can not change it.

 

Sales Item:

Displays the Sales Item Code and Description of the selected Item Code for your reference.

 

Customer Code:

Displays the Customer Code of the selected SJO for your reference.

 

Customer PO No:

Displays the Customer Purchase Order of the selected SJO for your reference.

 

OAF Year:

Displays the Year of the OAF belonging to the selected SJO Item for your reference

 

OAF Group:

Displays the Group of the OAF belonging to the selected SJO Item for your reference

 

OAF Number:

Displays the OAF Number belonging to the selected SJO Item for your reference

 

CBOM Generate Date:

Automatically displays the Date of Customer Bill of Material generation for the selected Item Code through Generate CBOM option of Materials Module. It can not be changed.

 

CBOM Updation Date:

Automatically displays the latest Date when the Customer Bill of Material is updated for the selected Item Code through Generate CBOM option of Materials Module. It can not be changed.

 

First Assembly Freeze Date:

Automatically displays the Date when the selected Item was frozen through Generate CBOM option of Materials Module. It can not be changed.

 

SJO Quantity:

Displays the quantity of the selected SJO for your reference.

 

IUOM:

Displays the Internal Unit of Measurement of the SJO Item for your reference.

 

SUOM:

Displays the Sales Unit of Measurement of the SJO Item for your reference.

 

Dispatch Without Manufacturing

Automatically displays the value of the flag as 'On' or 'Off' for the selected Item Code as specified through Item Master Basic Details - Entry option of Materials Module. The flag will be 'On', if the selected Item does not need Work Order to be generated for its dispatch. The flag will be 'Off' if an Item can not be dispatched without a Work Order.

Click on button to continue.

Screen Layout of Allocation Details

Field Description of Allocation Details

Search:

You can also find a particular Item within the tree. Enter the Item Code in the space provide and press <ENTER> key to find it. The entered Item will be highlighted within the tree if it is found. In order to go back to the original list, remove the text from the box and press <ENTER> key again.

 

As you can see, this screen is divided into two portions -

                                                                                                                                                                                                                

The left half of the screen displays the CBOM of the selected Item Code of the selected SJO in the form of a tree.

 

Each Item is prefixed with its position number in the Bill of Material. Also each Item is suffixed with the Unit Required and its Maximum Allocation Quantity.

 

In case of a Dimension Item, its Weight or Size will also be displayed with the Item Code.

 

'Unit Required' is the quantity of that Child Item needed to make one unit of its immediate parent item.

 

'Maximum Allocation Quantity' for the first time is calculated and displayed as required quantity of that Child Item with respect to the SJO Quantity (also called Demand Quantity). Demand Quantity = Quantity Required X SJO Quantity where 'Quantity Required' is the quantity of the Child Item required to make a single unit of its Parent Item in CBOM.But once some quantity of the Item is Allocated, 'Maximum Allocation Quantity' is updated by deducting the Allocated Quantity from Demand Quantity.

 

In order to carry out further activities such as Allocation, Work Order Creation etc <RIGHT CLICK> on the desired Item . A small menu option will appear to do the required action. Please note that all the following actions will be enabled in 'Add' mode. In 'Search' mode, only 'Work Order Details' will be enabled and you will be able to view the Work Order details of the Item.

Highlight Indicator

Select one of the following by clicking on it.

None

Select this option by clicking on it if you want to see the CBOM Structure in its original form.

Pending Allocation

Select this option by clicking on it if you want to highlight all those Child Items in the CBOM Structure that are still pending to be Allocated. Such Items will be highlighted in orange shade.

Pending Issue

Select this option by clicking on it if you want to highlight all those Child Items in the CBOM Structure that are still pending to be Issued. Such Items will be highlighted in light purple shade.

The right half of the screen displays information related to each Item in the tree. The information can be accessed for each Item by selecting that particular Item using a <MOUSE CLICK> or pressing <DOWN ARROW> and <UP ARROW> within the tree. Following information is displayed as entered through Item Master Basic Detail - Entry option.

 

Item Name:

Displays the Description of the Item selected in the tree.

 

Item Type:

Displays the Type of the Item selected in the tree.

 

UOM:

Displays the Unit of Measurement of the Item selected in the tree.

 

WO Flag:

Displays the Work Order flag of the Item selected in the tree.

 

Dimension:

Displays the Dimension of the Item selected in the tree.

 

Further this tab itself is divided into two more tabs - Demand and WH/Item Wise. The default active tab is Demand. The Demand tab displays the complete status of the selected Item in terms of its various quantities whereas WH/Item Wise tab displays the quantity in hand and allocated quantity of the selected Item in its respective Warehouses.

 

 

Once you have done the needful, click on 'Save' button to save it or 'Cancel' to discard. The control will go back to the list.