Customization CR1508: MFG Allocation Settings

Customization CR1508

MFG Allocation Settings

Description of Need:

ACME has GP Manufacturing set to allocate the picklist when the MO Status is changed to Released. Due to the length of the manufacturing process, they would like to have control over which items on a picklist are automatically allocated, leaving the rest to be manually allocated/issued at a later date.

Description of Solution:

Navigation: From BOM Maintenance, go to Additional>>Allocation Settings, or, CARDS>> Manufacturing>> BOM Allocation Settings

A screenshot of a computer Description automatically generated

NOTE: When the BOM Allocations Settings code is installed, no inventory will be automatically allocated until allocation settings are established.

When opened from BOM Maintenance, the BOM Allocation Settings will display the BOM shown in the BOM Maintenance window. Individual components can be marked to Auto-Allocate by marking the checkbox next to the component. Click the Mark All button to mark all components, and the Unmark All button to unmark all components.

NOTE: The window does NOT display subassemblies. It shows ONLY the first level components. Phantom Subassembly allocation settings must be set on the Phantom BOM. You cannot have different settings for a Phantom BOM used in one parent item versus another parent. Phantom BOM component allocation settings are linked to the Phantom BOM and will be the same in every parent that uses the Phantom.

Assumptions/Requirements:

  1. The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
  2. The functionality described above is intended for the GP Desktop client.
  3. National Accounts functionality is NOT used.
  4. Advanced Distribution functionality is NOT used.
  5. Unless otherwise noted in this document, reporting is not included in this estimate.
  6. Unless otherwise noted in this document, Word Template functionality is not addressed.
  7. Unless otherwise noted in this document, the enhancement will not integrate with 3rd party products. Some examples of 3rd party products would be:
  • An ISV plug-in product including WilloWare products
  • A dexterity customization designed by another developer
  • Dynamics GP Modules including, but not limited to:
  • Project Accounting
  • MDA
  • Analytical Accounting
  • Copy functionality found in SOP, POP and Inventory
  • Field Service
  • Extended Pricing
  • Manufacturing

For information on this design, or any other WilloWare customization or product, please contact us:

www.willoware.com/contact-me/