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.

• Allocation reserves mentioned quantity of the said item in a particular warehouse depending on its availability and requirement.

• A history of Allocations, De-allocations, Returns, Rejections, On-Hand stock and pending Work Order / Purchase Order quantity for each item is maintained.

• Allows generating Work Orders for unallocated quantity of each manufactured item in the demand list. These are instructions to the Production Department indicating child item, their quantities and various processes involved during the production.  

• In addition, if the SJO Parent Item has to be dispatched without generating its Work Order, IMMS provides the facility to allocate as well as specify packing details of its 'Bought Out' and 'Ready Sub Assembly' type of Child Items. Once packing details are specified, QC needs to be done through QC of Packing Check List option of Quality Control and Assurance Module. Material can be dispatched only after its QC has been done.

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.

 

Read 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 -

Click on button to continue.

Screen Layout of Packing Details

Please note that this tab will be displayed only when Dispatch Without Manufacturing flag is 'On' for the selected Item Code of the SJO and 'Packing Detail is required to Dispatch Material without Manufacturing' flag is set as 'On' through Sales Policy of Administrator Tools Module. Otherwise, it will not be displayed.

This option allows you to enter Packing Details for the 'Bought Out' and 'Ready Sub Assembly' type of Child Items belonging to the selected Item Code.

Packing details for a Child Item can be entered only after it has been Allocated.

Field Description of Packing Details

First

Specify the first field on which the information displayed in the below grid should be ordered on.

By default 'Select' is displayed. Click on the popup to open a list of fields. Select the desired field by clicking on it.

Second

Specify the second field on which the information displayed in the below grid should be ordered on.

By default 'Select' is displayed. Click on the popup to open a list of fields. Select the desired field by clicking on it.

Third

Specify the third field on which the information displayed in the below grid should be ordered on.

By default 'Select' is displayed. Click on the popup to open a list of fields. Select the desired field by clicking on it.

Four

Specify the fourth field on which the information displayed in the below grid should be ordered on.

By default 'Select' is displayed. Click on the popup to open a list of fields. Select the desired field by clicking on it.

Asc/Desc

Specify whether the data in the grid should be ordered in Ascending or Descending order by clicking on the desired option from the popup.

Once all the fields have been specified for ordering purpose, click on button to finally order the data in the grid accordingly.

Filter Data on

Apart from ordering, you can also filter the data in the grid as follows -

Main Box Desc

Enter the Description of the Main Box on which the data has to be filtered.

Sub Box Desc

Enter the Description of the Sub Box on which the data has to be filtered.

Parent Item Name

Enter the Name of the Item on which the data has to be filtered.

Once all the filter criteria has been entered, click on button to finally filter the data as per the selected criteria.

A list of all 'Bought Out' and 'Ready Sub Assembly' type of Items belonging to the CBOM of the selected Item of the SJO will be displayed in a grid along with their respective Packing and other details such as Allocated Quantity, Packing Quantity, Delivery Challan Quantity Invoice Quantity.

Please note that you can not add or delete any Item in this grid.

Field Description of the grid -

Main Box:

Automatically displays the Main Box, if any, of the Child Item. You can change it.

 

While 'Adding', click on the field to access a list of all Main Boxes defined through Codes Master Entry (Code Type = 'MB') option of Administrator Tools Module. Select your desired Main Box from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Main Box Code.

 

Main Box Description:

Automatically displays the description of the selected Main box as specified through Item Inventory/Packing Detail option of Stores and Inventory Module.

 

Sub Box:

Automatically displays the Sub Box, if any, of the Child Item. You can change it.

 

While 'Adding', click on the field to access a list of all Sub Boxes defined through Codes Master Entry (Code Type = 'SB') option of Administrator Tools Module. Select your desired Sub Box from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Sub Box Code.

 

Sub Box Description:

Automatically displays the description of the selected Sub box as specified through Item Inventory/Packing Detail option of Stores and Inventory Module.

 

Item Code:

Automatically displays the Item Code of the 'Bought Out' or 'Ready Sub Assembly' type of Child Items.

 

Item Name:

Automatically displays the Name of the Child Item for your information.

 

UOM:

Automatically displays the Internal Unit of Measurement of the Child Item for your information.

 

Box Qty:

Automatically displays the Required Quantity of the Child Item for your information. It can not be changed.

 

Box Item Name:

Automatically displays the Box Item Name, if any, of the Item. You can enter/change it.

 

Parent Code:

Automatically displays the selected Item Code belonging to the SJO for your information. It can not be changed.

 

Parent Name:

Automatically displays the name of the Parent Code for your information.

 

Allocation Qty:

Automatically displays the quantity of Child Item that has been allocated for your information. It can not be changed.

 

Packing Qty:

Denotes the quantity of Child Item that has to be packed.

 

Please note that Packing Quantity can be entered only after the Child Item has been allocated. Otherwise, IMMs will display an appropriate message informing the same.

 

Automatically displays the Packing Quantity of the Child Item if it has already been packed. You can enter/change the Packing Quantity.

 

Please note that Packing Quantity of a Child Item can NOT be changed if it has already been dispatched.

 

To enter/change the quantity, click on the field. As a result, a list of all the Warehouses in which the selected Item is available will be displayed as follows -

 

 

Field Description of the grid -

 

Warehouse Code

Displays the Code of the Warehouse from which the Item was allocated.

 

Warehouse Description

Displays the Description of the Warehouse.

 

Qty

(Type : Numeric, Length : 9.4)

 

Click on the field. Enter the quantity of the Item that has to be packed right now. This quantity can not be more than the 'Allocation Qty'.

 

Allocated Qty

Displays the quantity of Child Item that was allocated from the warehouse.

Once done, click on 'OK' button. As a result, the control will go back to the previous grid and sum of all 'Qty' entered here will be displayed in 'Packing Qty' field of the previous grid. Click on 'Cancel' button to discard.

QC:

Denotes whether quality check has been done for the Child Item or not.

 

Displays 'True' if quality check has been done for the Child Item through QC of Packing Check List option of Quality Control and Assurance Module. Otherwise, 'False' will be displayed.

 

DC Qty:

Automatically displays the Delivery Challan Quantity of the Child Item in case Delivery Challan has been generated for it. Otherwise, 0 will be displayed. It can not be changed.

 

Invoice Qty:

Automatically displays the Invoice Quantity of the Child Item in case Invoice has been generated for it. Otherwise, 0 will be displayed. It can not be changed.

 

Remark:

Automatically displays the Remarks related to the Child Item entered through the Generate CBOM option of Materials Module for your reference. You can not change it.

 

QC Remark:

Automatically displays the Remarks related to the Child Item entered through the QC of Packing Check List option of Quality Control and Assurance Module for your reference. You can not change it.

 

Alternatively, you can also click on button to automatically fill allocated quantity of each Item in the grid into Packing quantity provided the Item is allocated. As a result quantity in 'Allocation Qty' field will be displayed in 'Packing Qty' field. Click on button to reverse the action.

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