How to account for allocated inventory on a Work order

KB272

Overview

When you start a work order in Accentis Enterprise, it will allocate the inventory required for the work order from the current stock availability. When the work order is not actioned immediately, or the inventory needs to sit for a time on the shelf, you need to know what inventory is allocated to work orders, and what inventory is your stock.

You should create a process that allows you to know which inventory is allocated, and which inventory is still available as general stock.

A large item such as a gearbox is a good example. It can be consumed in a work order, but will remain on a pallet until the work order is ready to use it. It needs to be physically tagged or identified in some way to show the person counting that it has been allocated to a work order, and should not be counted when you do a stocktake.

Processing options

One of the following solutions will help to solve the issue above:

  1. Don't do a START on a work order until you do actually start the work order
    • If you aren't actually starting the work order, there is no reason to tell Accentis Enterprise that you have consumed any stock
    • Typically when a worker picks up the work order to begin working on it, that is the point at which they could/should scan the bottom to say "Start work order"

    OR...

  2. Un-tick the option When starting a Work order, use the quantity kitted as the quantity to start in System > Preferences > Manufacturing tab
    • This option tells Accentis Enterprise not to automatically consume stock for components when you start the work order
    • This is the ideal situation, but it requires the person doing the work order to tell Accentis Enterprise when they pick and consume the parts needed, otherwise it will not deduct them automatically

    OR...

  3. Start a work order as normal, but when you do the START, go to the inventory storage and physically tag them or write on them that they have been committed
    • When you go to count them for a stocktake, you will know not to include these ones
    • Write the Work order number on them so you can keep track of which work order they are allocated

    OR...

  4. Modify your stocktake report to show you any components that are "in progress" in a work order.
    • This could mean that they have been taken out already, or they are still on the shelf waiting to be taken out

When you perform the transaction in Accentis Enterprise to say you have consumed stock to the work order, you may also need to go and physically PICK or TAG the inventory so that when you do a stocktake, you don't count that stock.

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Last edit 30/10/19