Pre-Allocating

Once a work order line has been committed to the demand fulfillment (IN_DEMAND) table, the item quantity can be pre-allocated. This is an optional step. A pre-allocation occurs when a demand line is allocated to inventory stock in specified material storage locations before the picking stage. The work order pick plan recognizes and uses the material storage locations defined on the pre-allocation. For work orders, a pre-allocation can be created by:

• The pegging feature. Pegging links demand to incoming supply. Based on your settings in the Pegging Item Setup page and the Pegging Setup page, a pre-allocation can be created during putaway. When the incoming supply is put away into the inventory business unit, the Complete Putaway (INPPPTWY) process can allocate the incoming supply to the corresponding outgoing demand. Outgoing demand can be a material stock request, sales order, or work order. When the entire pegged quantity is received, then the peg status is complete and the order displays a pre-allocation.

• The Allocation Workbench. This workbench enables you to create, update, or remove a pre-allocation. Use the Allocation Workbench by:

  • Navigating directly to the Allocation Workbench (Inventory, Fulfill Stock Orders, Stock Requests, Allocation Workbench).

  • Clicking the Qty Pre Allocated link on the Reservation tab of the Work Order - Schedules: Inventory page within PeopleSoft Maintenance Management. This link opens up a page containing the Allocation Workbench with the work order line item displayed. Upon making any allocations or adjustments, the user must press the Process button to save the changes. When finished, click the Return to Work Order link to close the Allocation Workbench page and return to the Work Order - Schedules: Inventory page.

You cannot lot allocate a work order line from PeopleSoft Maintenance Management; however, a lot-controlled item can be pre-allocated on a work order. A pre-allocation is different from a lot-allocation because a pre-allocation links the demand line to stock in a material storage location within the Inventory business unit whereas a lot-allocation links the demand line to specific lots in the business unit.