Home > Knowledgebase > Cim200 > Works Orders > Processing > Allocate Stock by Stock Item > Selecting Batch/Serial Numbers to Allocate
Open: Works Orders > Works Order List
From the menu:
Open: Works Orders > Processing > Allocate Stock by Stock Item
In Works Order Settings, not ticking Auto Pick Traceable Quantities on Allocation will mean the traceable numbers will not be selected automatically as the allocation is made; they must be selected manually using this screen.
1. For each Works Order, to allocate this component, just enter the quantity to allocate into the Allocate Now column.
2. For a serialised component, the Serial Details for Item… window appears.
3. Tick the box for each traceable number to be allocated up to the Total Quantity to be allocated. Serial numbers allocated elsewhere will be included but cannot be selected.
5. Click OK to confirm the selection.
6. Before saving the transaction, the traceable numbers can be changed by selecting the component line and clicking the Select Batches button.
7. For a batched component, the Batch Details for Item… window appears.
8. Tick the box and enter the Quantity to allocate on each line, up to the Total Quantity to be allocated. The quantity to allocate for each batch number cannot exceed the Qty Available.
Note: The quantity must be valid for the stocked unit of the item. If not, it is automatically adjusted to the nearest appropriate value.
9. Click OK to confirm the selection.
10. Before saving the transaction, the traceable numbers can be changed by selecting the component line and clicking the Select Batches button.
If, in Works Order Settings, Auto Pick Traceable Quantities on Allocation is selected, traceable numbers are selected automatically.
1. For each Works Order, to allocate this component, just enter the quantity to allocate into the Allocate Now column.
2. Traceable numbers are selected automatically but, before saving the transaction, the traceable numbers can be changed by selecting the component line and clicking the Select Batches or Select Serial Numbers button.
3. Click OK to save the allocation.
