Batch Inventory Allocator and Batch Inventory Allocator by Dye Lot

This feature is an Add On Module.  Please contact your CSM.

The Batch Inventory Allocation routine runs automatically when work orders are printed from the Schedule Pro Quick Schedule Module.

Set the System Options

• Min. Carpet Roll Balance to Leave to the minimum amount of carpet roll balance to leave on inventory
• Order Line Status when Exporting to Order Entry should be set to none.  If left blank, it can cause problems.

Based on preset rules, including the BidPro template for the room, the allocator looks at existing inventory and assigns it to the jobs in the most efficient way.

If Bid Pro is not used, the system will assume a maximum of two cuts is allowed.

If a seam is allowed in the room, the allocator will create a second line for the material.

Once the routine is completed, a report is printed of jobs the system was not able to allocate. The rules are hard-coded, and there is no user interface.

1. Create a Template in Bid Pro.

2. Include the number of roll cuts the property management company allows.
    a. One or two are allowed. If no number is entered, the system assumes two cuts are allowed.
    b. Vinyl is always allocated with a maximum of one cut.

 

3. Export the job to the customer order.

Start here if not using BidPro
4. Schedule the job. The line status should be none.

5. From the Quick schedule Screen, tag jobs to be allocated.

6. Print Schedule Pro Work Order.

7. The system runs through the inventory for the same store as the order and automatically assigns rolls to the lines.

     a. No cuts smaller than 3 ft.

     b. Don’t leave a roll with less than Min. Carpet Roll Balance to Leave

     c. Items just go by the quantity

8. Inventory is automatically assigned to the lines, and the line status is changed to cut. If the inventory is to be cut or a second roll is used, the system creates an additional line.

9. If no inventory is available to match the lines, a report is printed at the end of the routine, showing those lines.

10. Service lines are cut at this time also.

Allocation Scenarios

1. The oldest inventory records are allocated first.

2. Areas on lines are not taken into consideration.
    a. If specific cuts are desired, create a line for each cut.

3. If the cut is equal to 12.75, then it can use a 12.75 down to 0.00

4. If the balance of roll is less than 12.75, it won’t be assigned.
    a. For example, with only 1 roll at 15.00, and 11.00 is needed roll allocator will not assign it.

5. It will always try to use smaller pieces first.
     For example if a 45.00 cut is need and inventory available is:
          i. Roll A 45.00
          ii. Roll B 15.00
           iii. Roll C 150.00
     The assignment will be 15.00 on roll B and 30.00 on roll A, then next smallest      (assuming 2 cuts per area)
     Note – it will randomly take this cut, in this example, it just needs to find 45        total feet from up to 2 different rolls by any means, ie, 30/15, 20/25, or even        as small as 3/42

• If there are 2 rolls of identical size, allocator chooses the OLDEST one first

 Batch Inventory Allocation by DYE LOT

To Set up Batch Inventory Allocation by Dye Lot, the following system option needs to be set to Yes.

Use Single Dye/Run Lot for Style/Color

• If the System Option "Use Single Dye/Run Lot for Style/Color" is set to a yes, there MUST be dye lots associated with the inventory for the allocator to assign the material

• If using the dye lot version then the BP cuts are ignored and it will NEVER split a line.

• Each line will have a single cut with no splitting of any lines and they will all be the same dye lot. 

This routine is run from Schedule Pro’s quick schedule window as is the regular Batch Inventory Allocator. 

 Below is the process that the Allocator runs through when going by Dye Lot.

1. Total Amount needed on order by Style/Color/Width from the order lines in an open status.
2. Inventory totals for the given Style/Color/Width needed by dye lot that have a total available greater than the amount needed. It also must be in the same store code as the order.
3. The Allocator then runs through the list of dye lots.
4. Inventory records are sorted from least available to most available and then again from most to least to give each roll the chance to be the first roll.
5. Options that are found as GOOD are marked and those where conditions were not met are discarded.
6. The optimal Assignment Option is picked by looking at the number of rolls needed, the oldest date received, and the amount that will be left.
7. The lines will be assigned to the inventory from the best option.
8. A report will run on the lines not assigned.