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Exceptional Allocation Management

Posted Wed, 05/27/2009 - 18:06 by wu.ben

In our existing system, the materials are allocated to job orders in Material Purchasing and Inventory module.Due to frequently changes in jobs allocation, it may cause invalid job allocation quantity. In order to help users to find those records out for adjustments, we have added a new function 'Exceptional Allocation Management' in MRP module. Users can retrieve the exceptional data for the following four cases:-
1. Job Orders with actual materials allocation over the planned requirement in a certain percentage
2. Materials allocation status for closed or canceled orders
3. Over-allocation purchase orders
4. Over-allocation inventory lots

Attention: For purchase orders, we are referring to outstanding job allocation. Job allocation quantity is zero for those closed purchase orders.

1. Job Orders with actual materials allocation over the planned requirement in a certain percentage

Users are required to keyin the over percentage. System will retrieve all those job orders materials with job allocation quantity greater than required quantity within the inputted percentage. Please note that each line will represent one material allocation status, either refer to purchase order or inventory lot.

Over Allocation Qty = Purchase Balance Qty + Stock Qty + Issue Qty + Substitue Qty - Required Qty
[+%/-%] = Over Allocation Qty / Require Qty * 100

Wastage percentage is the add-on purchase percentage defined in material class master. When create purchase orders, this percentage will be added-on to MRP required quantity. It will be acceptable if the over allocation percentage is less than or equal to this percentage. So those records will not be displayed out.

Users are allowed to select multiple records from the result, then click the [Plan] function to adjust the allocations.

Attention: If users input a very small percentage, it may result in many records. In order to ensure the system running smoothly, system will check the number of records before download. If it is over 10,000 records, system will show a warning message. Then users can re-input a larger percentage.

2. Materials allocation status for closed or canceled orders

System will show the job allocation status for those Closed or Canceled orders. Please note that each line will represent one material allocation status, either refer to purchase order or inventory lot.

Users are allowed to select multiple records from the query result, then click the [Clear Allocation] function to release all the order allocation records.
Since the left-over materials cost may require to be calculated in Job Cost, so the left-over job allocation will not be automatic cleared when job orders are closed. It require users to manually select and clear the allocations.

3. Over-allocation purchase orders

System will display all purchase orders with free quantity less than zero. Please note that each line will represent one material's job allocation status.

Free Qty = purchase quantity - total allocated quantity
Users are allowed to select multiple records from the result, then click the [Plan] function to adjust the allocations.

4. Over-allocation inventory lots

System will display all inventory lots with free quantity less than zero. Please note that each line will represent one material's job allocation status.

Free Qty = on-hand quantity - total allocated quantity
Users are allowed to select multiple records from the result, then click the [Plan] function to adjust the allocations.