Project Material Management: Allocation of Materials for a Project

Now that you’ve created the material list and specified how materials will be supplied, you need to make sure the needed materials will be available right on time.

Some project materials may already be available in one of your warehouses. To make sure that these materials are still available when they’re needed, you allocate them in the warehouse. For each material line on the Project Materials (PM306500) form, you review the needed quantity in the Qty. to Order or Allocate column.

To allocate an item on the form:

1. Click the needed line
2. Click Line Details on the table toolbar
3. In the dialog box, select the Allocated check box for the needed item and specify its quantity
4. Click OK

When the full item quantity has been allocated, the line status changes to Ready for Dispatch, and the allocated quantity is shown in the Qty. Procured column.