Allocating Peripherals to a Process Line

About this Task

This topic outlines the steps necessary to accurately allocate peripherals to a job order's process line via the process line's technical specification.

Background

Certain process lines require peripherals in order that they can be undertaken. For example, if you are writing up a job that requires swing labels to be attached to printed garments, then not only does the process line of Other Process attach swing labels have to be recorded, but also the swing labels used needs to be accounted for in terms of stock inventory and allocated to the job order.

The allocation of peripheral items is conceptually identical to the allocation of blank garments, with two key exceptions:-

• The allocation takes place on the process line's technical specification as opposed to garment sheet
• There is no transformation of a blank peripheral SKU into a printed SKU. In essence, the peripheral forms part of the printed SKU of the garment it is attached to.

See Understanding Product Types for more details on what constitutes a peripheral.

Prerequisites

Ensure that

1. The technical specification for the process line that requires the peripheral has been written up
2. You are viewing the technical specification for i.)
   

For the purposes of this help topic, it is assumed that both the above have been met.

Procedure

1. Ensure that you have selected the technical specification record by clicking on the View button and selecting Tech Spec  tab
   
   ScreenShot update to reflect the name of this tab - Process Details
   
   
   
   
   

First select the peripheral stock item needed.

2. Click the new record icon (encircled in the above screen shot).
   

3. This will open the Item Picker pop-up which is pre-filtered to show only Peripheral stock line types for an Owner.
   
   

4. Using find/ additional filters, identify the peripheral(s) that you need and then click the corresponding Select button.
   
   Tip: if your required peripheral is not listed, you can create it "on the fly".
   
   
   Dev Needed: what about ability to order a peripheral on the fly ?
   
   

5. Click the Use Selected item button to insert the selected peripherals.
   

Next, record the amount required and allocate the peripherals

6. In the Required field, enter the quantity of the peripheral needed for the process line.
   

7. In the To be Given field, enter the quantity of the peripheral that you will provide to the process line. (This might be > required Qty to account for any wastage)
   Tip: you can use to automatically populate To be Given with the quantity recorded in Required
   
   

8. There are two mechanisms by which you can allocate peripherals
   
   The Allocate button  - Allows you to specify the quantity to allocate. You can specify the quantity up to the lower of either the Available or To Be Given quantity
   
   The Allocate All button will automatically fully allocate if there is sufficient Available or partially allocate if insufficient available.
   Specifically, it will automatically allocate the lower of To Be Given or Available.
   
   Allocation is done per specific SKU. That is, it is performed one peripheral row at a time.
   
   To specify the Amount you wish to allocate, proceed to step 9); to automatically allocate proceed to step 10)
   

9. Click the Allocate button beside the peripheral row.
   1. The Quantity to Allocate dialog opens detailing how many of the item are available and how many still to allocate.
      
      
   2. Enter your quantity to allocate and click OK
   3. Assuming the quantity you entered <= Available Quantity, the quantity is allocated.
   4. The Allocation status icon updates as follows
      1. If quantity allocated < To Be Given, set status as In Progress (Amber)
      2. If quantity allocated = To Be Given, set status as Completed (Green)
   5. The Available balance for the peripheral is debited by the amount allocated
      
10. Click the Allocate All button beside the peripheral row.
    1. An evaluation is undertaken by strokeone to determine the most that can allocate based on current quantity available.
       That is, strokeone allocates the lower of Available and To be Given.
    2. Quantity Allocated is credited by  Min (Quantity Available, To Be Given)
    3. Available is debited by Min (Quantity Available, To Be Given)
    4. The Allocation status icon updates as follows
       1. If quantity allocated < To Be Given, set status as In Progress (Amber)
       2. If quantity allocated = To Be Given, set status as Completed (Green)

Related Topics

Understanding Product Types

How to Add Process Lines to a Job

Associating a Technical Spec to a Process Line