Auto Allocation

This option provides the facility to automatically Allocate all required Child Items for manufacturing an SJO Item at one go.

Please note that KANBAN Child Items can not be allocated. Therefore, Child Items for which the flag 'Is KANBAN Item?' is set as 'On' through Item Master Basic Detail - Entry option of Materials Module will not be allocated.

Screen Layout of SJO Details

Field Description of SJO Details

SJO Details

Provide the SJO details for which Auto Allocation 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 dispays the Date of the selected SJO for your reference. You can NOT change it.

Click on button to continue.

Screen Layout of Other Details

Field Description of Other Details

Item:

Displays the Internal Item Code of the parent Sales Item of the selected SJO by default.

Additionally, IMMS also provides facility to auto-allocate Child Items of other Manufacturing or Assembly type of Items which may be existing in the CBOM of the selected SJO.

In order to select other Manufacturing / Assembly type of Child Items, delete the parent Sales Item 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.

Now to continue further, press <TAB> on the field. As a result all the Warehouses linked with the Child Items of the selected Manufacturing/Assembly Item will be available.

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 Warehouse Details and Other Details

Field Description of Warehouse Details and Other Details

Select Warehouse

Once you press <TAB> on the Item, a list of all Warehouses except KANBAN and Process Warehouses linked with the Child Items of the selected Manufacturing/Assembly Item will be displayed as follows -

Other Options

Want to Consider Safety Stock ?

Specify whether Safety Stock of all Child Items has to be considered or not. Safety stock is the quantity of an Item that should be kept so that production keeps running without any hassles for at least a few days even after the Item runs out of stock. Please recall that Safety Stock of an Item is specified through Warehouse Inventory option of Store & Inventory Module.

 

Turn the flag 'On' by clicking on it if you want to consider the Safety Stock of Child Items. Otherwise keep it 'Off'.

 

Want to Consider Minimum Stock ?

Specify whether Minimum Stock of all Child Items has to be considered or not. Minimum stock is the minimum quantity to be maintained for the Item in its Warehouse. As soon as the quantity of Item falls below the mentioned minimum quantity level, IMMS will automatically generate an Indent. This Indent will be raised for quantity equal to the 'Reorder Level' quantity of the Item. Please recall that Minimum Stock of an Item is specified through Warehouse Inventory option of Store & Inventory Module.

 

Turn the flag 'On' by clicking on it if you want to consider the Minimum Stock of Child Items. Otherwise keep it 'Off'

Allocate Child Items of MK?

There may be case when there is enough quantity of required manufactured item belonging to the Customer Bill Of Material. Therefore there is no need to allocate Child Items required to make that particular manufactured Item.

 

Turn the flag 'On' by clicking on it if you want to allocate Child Items required to make a manufactured item belonging to the Customer Bill of Material.

 

If this option if 'Off', Child Items will not be allocated.

Once you have done the needful, click on 'Save' button to finally Allocate Child Items belonging to the selected SJO Number or 'Cancel' to discard.