Production Work order general WO structure Issue Reservations screen Allocation screen - robinfeng/beashelp GitHub Wiki
ε€ζηι’
Navigation: Production > Work order general > WO structure > Issue / Reservations screen: Allocation screen No contents entries on this page Contents The allocation function is used to transfer material which is needed for a work order from a default warehouse to an allocation warehouse, the material is also reserved for that work order. Doing an allocation, beas creates a transfer document. Usually this is cost neutral and not assigned to the work order.
hmtoggle_plus1 Prerequisites Reservation system needs to be activated Allocation warehouse has been defined as type
hmtoggle_plus1 Process of allocation Transfer from standard item warehouse or from warehouse defined in BOM to the allocation warehouse. Goods are transferred via SAP Business One-transfer function to the allocation warehouse, a reservation is created. After finishing the product: manual or automatic backflushing of the material.
See: Reservation system Backflushing
Note: A transfer document is created. It is not linked to a work order, because several work orders can be allocated at once, an allocation is not mandatory linked to a work order. The created reservation serves as reference.
Screen structure Header Functions in header Requirement list
Inventory list
selected material
hmtoggle_plus1 Scanner support The active field is always the entry field in the lowest line. This can be used for registration via scanner. There are two settings: Production - Material posting - Backflushing - Material posting with scanner
Active: A matching batch or serial number is searched. If an entry is found, it will be used and the required quantity is accepted. If no entry is found, an error message is issued: no entry found. If the entry is blocked, (batch status, blocked bin location) the entry is not accepted, a message is issued.
Inactive: beas searches for the following entries: Batch number: field is selected, the cursor is set to quantity field Serial number: quantity is accepted immediately Item: entry selected, cursor is set to quantity field
If no matching entry was found and the entry is numeric, the current entry is accepted including the quantity. Error messages are issued in no case.
See Configuration wizard - Material posting with scanner Reservation Material issue Allocation External operation Allocation External operation issue
beas9.0-000-003-006, beas9.0-000-002-024, fert_scanbatchqty (J)
Functions in upper ribbon: Button Meaning Pre-allocate All entries, marked in the upper list, are pre-allocated automatically following the priorities: hmtoggle_plus1 Sorting
hmtoggle_plus1 Extended rules Pre-allocate all All entries are marked and then reserved Delete reservations All reservations are deleted Filter With shortage: Display only items which still need to be allocated Only allocation ID: Only items with activated allocation ID (item master - allocate) Standard: All items which need to be allocated All: All items. Also items which do not need to be allocated
Fields right to the buttons at the top Only some fields explained in the table below are displayed, depending on the work flow. Field Meaning Posting date Postings: select the posting date Allocation warehouse Allocation: allocation warehouse Setting is saved per work station. Note: this has no effect on the reservation and issue screen. See Reservation screen, Material posting Bin location Bin location of the external warehouse, to which material is transferred (field is only displayed, if the warehouse has bins) Address Address of the external warehouse
Right click menu Item Meaning Reservation list Open the reservation list Reservation delete Delete existing reservations Filter: all Lines which have been posted are also displayed. Filter: only requirement Standard view. Only lines which have not been posted are displayed.
Buttons below Button Meaning Reservation list Open the reservation list Inventory history Open inventory history for the selected item
back to list of provision parts
back to work order general
θΏε δΈ»ι‘΅