Manually Allocating Blank Stock via the Garment Sheet

Background

During the process of populating the garment sheet, there are differing methods of setting the To Be Given quantity field:-

If you elected to automatically set the To be Given field, the system will have simultaneously automatically allocated Blank Stock.
If you elected to manually set the To be Given field,. you will need to manually allocate Blank Stock

This topic is written to cover the second of the above scenarios

The garment sheet records the garments that are required to fulfil a job order.. Once the required input and output garments have been recorded on the garment sheet, the blank input garments need to be allocated
Allocating can be thought of conceptually as reserving the items of blank stock that will be decorated by the job order processes.

When you allocate a quantity of a SKU on a garment sheet you are effectively reducing the available balance of that SKU by the quantity allocated.

It is not always possible to fully allocate the quantity you require if there is insufficient available stock.

About this Task

This topic outlines the steps necessary to accurately manually allocate blank stock to a job order via the Garment Sheet.

Constraints

The maximum amount of a Blank SKU that can be allocated, "max_allocatable_quantity" is the sum of the Available and Expected quantities.
This can be illustrated in the following table.

SKU	Expected Balance	Available Balance	Required	Allocatable
1	0	200	160	160
2	50	100	150	150
3	40	50	100	90
4	50	0	70	50
5	0	0	50	0

For a blank SKU, the expected balance represents items that have been ordered via purchase orders, but are not yet delivered and booked into the stock inventory system.

Should you need to allocate a quantity in excess of the max_allocatable_quantity there are several options as to how you can proceed:-

Partially allocate with what is available
Check to see if there is an purchase order for the blank stock which has not yet been raised which would cover the partial allocation

but the likelihood is that some form of remedial action (such as ordering the required blank stock) will be needed.

Prerequisites

Ensure that the Garment Sheet has been populated as per How to Populate Garment Sheets Required on a Job

Procedure

Navigate to the job lines section at the bottom of the Garment Sheet

(Note: In the below sections/text, the numbers in (bold parenthesis) refer to the annotations in the above screen-shot)
This section shows the following essential information per blank SKU that has been added to the Garment Sheet as being required for the job order

Quantity to be Given (1) - the quantity of the blank SKU that is required on this garment sheet for the job process lines for this job.
(Note this quantity maybe be slightly higher than the Required figure (from the actual job order) to accommodate any rejects that could occur during the production processes).

Blanks Available (2) - the quantity of the blank SKU that is currently physically available.
There are four mechanisms by which you can allocate blank stock.

The Allocate button (3) -Allows you to specify the quantity to allocate. You can specify the quantity up to the lower of either the max_allocatable_quantity or To Be Given quantity

The Allocate All button (4) will automatically fully allocate max_allocatable_quantity >= To Be Given or partially allocate if insufficient.
Specifically, it will automatically allocate the lower of To Be Given or max_allocatable_quantity

Allocation is done per specific SKU. That is, it is performed one row at a time.
Dev Enhancement: The macros level allocate all function does not work @ Aug 2016

To specify the Amount you wish to allocate, proceed to step 4); to automatically allocate proceed to step 10)
Locate the item that you wish to allocate. For the purpose of explanation, we will select the top row - SKU 102621
I
Click the item's corresponding Allocate button (3)
The Quantity to Allocate dialog appears.

Note that the verbiage refers to the number of the blank SKU that is Available, and the quantity that is remaining to be allocated
(To Be Given - Allocated)
Enter the quantity you wish to allocate. For the purpose of explanation we will enter 30.
The system validates your entry to ensure that you are not over allocating what is required or the max_allocatable_quantity
1. If your entry is greater than To Be Given, a validation is thrown. Click to see message
2. Similarly, if your entry is greater than max_allocatable_quantity, a validation is thrown. Click to see message
Assuming your entry passes validation, then the following occurs:-
1. Blanks Available (1) is debited by the Quantity specified in step 7)
2. Quantity Allocated (2) is credited by the Quantity specified in step 7)
3. As the SKU is fully allocated, the status indicator (3) for allocation updated to completed
4. As the SKU is fully allocated, the options to add this sku to the bucket for ordering (4) are disabled.
Locate the item that you wish to automatically allocate. For the purpose of explanation, we will select the middle row - SKU 102622
Click the item's corresponding Allocate All button.
The system automatically allocates as much as it can without resulting in an over-allocation. That is, it allocates the lower of max_allocatable_quantity and (To be Given minus any amount already allocated).
In this example, To Be Given is 30, but only 20 is available.
Specifically:-
1. Blanks Available is debited by Min (max_allocatable_quantity, To Be Given), i.e.20
2. Quantity Allocated is credited by Min (max_allocatable_quantity, To Be Given), i.e.20
3. As the SKU is partially allocated, the status indicator for allocation is updated to Amber (In progress)
4. As the SKU is partially allocated, the options to add this sku to the bucket for ordering remain enabled.
Repeat steps 4) to 12) until you have allocated / partially allocated each SKU on the garment sheet.
If the job order has numerous garment sheets, repeat the whole process per garment sheet.

Note: if you accidentally allocate an incorrect amount, or allocated all instead of a specific quantity, you can reverse the allocation using the De Allocate All function.

Dealing With Situations where there is insufficient Blank Stock

You can only allocate the max_allocatable_quantity of a SKU.

You may have situations where there is insufficient quantities of a SKU to meet the quantity you wish to allocate:-

Max_allocatable_quantity may be less available than then amount required, allowing you to partially allocate
max_allocatable_quantity may be zero

In either of the above scenarios you must take some remedial actions, such as ordering blank stock. In the case of a) you may wish to only order the residual amount, whilst in b) you may wish to order the full amount

strokeone provides numerous methods of ordering blank stock from the garment sheet. See the topic Raising Purchase Orders from the Garment Sheet for an overview of these methods as for links to detailed explanations of each.