Allocating stock to Works Orders is an optional step in the life cycle of the Works Order.
Allocating stock can be useful in keeping item Free Stock quantities up to date, giving better insight into how much stock is available for other demands such as Sales Orders and other Works Orders.
The Allocate Stock step is enabled in Works Order Settings. If the setting is not enabled, the Allocate Stock and Amend Allocation screens are not accessible.
When Allocate Stock is enabled, the stock can be allocated before it is issued, but it is not essential.
Use the Allocate Stock by Stock Item screen to allocate stock for specific stock item to any works orders that requires that item.
Through this screen stock can be allocated automatically or manually.
Quantities entered must be valid for the stocked unit of the item. If not, they are automatically adjusted to the nearest appropriate value.
Outcomes from Allocating stock to Works Orders
- Component stock items are allocated to the order(s), reducing their Free Stock levels in Stock Control. This effectively reserves the stock for production. The exception for this is Bulk Issue and Miscellaneous items, which are not adjusted in Stock Control when they are allocated.
- The Allocated quantities for each component are increased on the order, visible on the Components tab on the Works Order record.
- The Works Order Status will be set to Allocated if all components are fully allocated, or Part Allocated if any components are not fully allocated.