production allocation

@kandybeatty49 is this something that you could help with?

HI @Kakie 

Are you using the Materials screen? This will tell you what is available and what is going to be allocated when you process. 

@kandybeatty49  we are looking for a way to allocate the material prior to being released.  we have multiple orders that use the same thing.  Want to hard allocate materials to a production order when its created, not wait till its ready to release.  is this possible?

@kandybeatty49 we also use lot numbers, so not sure if this is possible??  we are running into issues where orders are released, but not all the moves are completed yet, then its hard to know how much is available so more can be released.  the total qty totals (on hand, minus production, plus open PO’s).  this shows over all available, but not whats been released prior to move being done. 

There has been so much customization done that nobody knows what is standard and what is custom anymore.  We have discovered that we have been told something has to be customized, when it was really just a check mark that needed to be checked.  just the other day our support person told us we had to use SA vs SO if we wanted to allocate stock inventory for the sales order, which I now know is not true.

forgot to add, that we dont use 1 for 1 in production.  example receive in 1 item that is of 440 lbs, and each production order may only use 12lbs of that 440lbs, so we can get 36 full orders out of that 1 item.

Are you Allocating on the Sales Order first?

@kandybeatty49 we dont allocate on the Sales order because everything is a made to order product.  so the Sales orders are the Finished goods, and then the production is where the BOM comes into play.  I dont know if ours is unique or not, but we have the following steps

Sales order = FG

1st Production - (tied to the sales order) and is for the FG which calls for all packaging + Product (this one excludes MRP)

2nd production  - is for the actual product (this is the one where we need to allocate the raw materials to (this one is on MRP)

we have 2 production orders for every item (some items that have the same product but different packaging are bundled into 1 production order. 

@Kakie You can allocate materials to a job by going to the production details screen and hitting line details:

Is this what you were looking for?

We’re looking to manage allocations on production orders as well - we have some limited capacity/supply and want to protect some inventory for our production orders ahead of sales orders

Other than drilling into each line item of each production order details - does anyone know how to better manage allocations on production orders? We’re backflushing materials with a single move at the end of completing production but would love to have materials allocated once the production orders are released

​@Lhouldsworth ​@Kakie were you able to allocate production materials using the line details for materials that are lot/serial traced?

I see this note from Acumatica’s 24r2 documentation, so I do not think that it is possible to allocate by lot number.