Allocation (BOM settings)

There are a number of shared settings between Trial Kitting, Allocation and Build. These can be entered on the Trial Kitting tab, the Allocation tab or the Build tab.

To use the Allocation tab

Open: Bill of Materials > Utilities > System Set Up > Bill of Materials Settings | Allocation.

Enter the following Allocation and Build Shared Settings:

Allow component changes

Select this check box to allow changes to the components that make up the BOM.

Allow over/under allocations

Select Allow over/under allocations to increase or decrease the quantity of components to allocate for the BOM when you are allocating stock.

Note: This will allow you to add extra quantities of a component part. For example, you may use the option if you have a high failure rate for a component part.

Allow substitutions

Select Allow substitutions to allow the substitution of alternative components when you are allocating stock and don't have enough components to complete the BOM.

Enter the Trial Kitting, Allocation and Build Shared Settings:

Report shortages for Components

If you have a stock item on a product group that allows negative stock, you can select this check box to show the shortages for the components.

Report shortages for Sub-Assemblies

If you have a stock item on a product group that allows negative stock, you can select this check box to show the shortages for the sub-assemblies.

Sub-Assemblies

Select Ignore Free Stock to ensure the system always builds sub-assemblies.

Select Only use Free Stock to ensure the system never builds sub-assemblies.

Select Build when Required to build sub-assemblies, but only when they are required. This extends the component list to show sub-assembly components where there is a shortage of completed sub-assemblies.

When shortages are found

When you are allocating multiple BOMs and shortages are encountered, select whether to Continue, Stop Immediately or Stop after processing Bill of Material.

Print Consolidated Picking List

Select Print Consolidated Picking List to print the total quantities of each component required for the allocation. All built items are listed at the top of the report. You can override this when you select the Print Picking List option.

Print Picking List after creation of Allocation

Select Print Picking List after creation of Allocation if you want to print picking lists by default after creating allocations.

The Print Picking List check box on the Allocate window is then selected by default when you create an allocation.

You can override this for individual allocations.

Print Report after Undo Allocation

Select Print Report after Undo Allocation if you want to print a report by default after undoing allocations.

The Print Report check box on the Undo Allocation window is then selected by default when you undo an allocation.

You can override this default when you undo an allocation.