To Allocate Components to a Works Order

1. Open the BOM folder and then click Processing or click the Supply Chain Management tab on the Ribbon Bar and then click BOM - Processing.

2. Retrieve the assembly record for which you want to record an allocation, click Action and then click Allocate.

3. Click in the grid to select the works order you want to allocate.

4. Click the Select option to accept the default allocation quantity for the works order which represents the value in the Balance column. The quantity to allocate then appears in the Allocate box. You can amend the quantity allocated provided it is not greater than the balance available for allocation and it must be a positive value.  If you want to clear the allocation, simply click to clear the Select option. You can also switch the selections you make using the Reverse Selection command on the Action menu.

5. Click OK. The balance to allocate is adjusted accordingly and the quantity allocated is used to update the quantity shown in the Allocated box for the assembly in the top half of the form.