How to Reset Allocations for a Part Number
- Samantha Speakes (Deactivated)
- Ernie Veniegas
- Jennifer Watson (Deactivated)
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If it is necessary to reset the allocation system for one or more part numbers, there is an option to reset the allocation as of a specific date. Once the original allotment is set, adjustments can always be made to the allocation but if necessary to wipe the slate clean so there are no adjustments on reports then this menu option can be used with caution. Please read the first page on the menu option carefully and contact the helpdesk with any concerns and questions. After reading the precautionary message, type Y/N in the field below the prompt "Do you wish to continue?"
Next, choose a starting year for the sales accumulation, select enter, then choose a starting month and select enter. The system will confirm the month and year entered, then it will request the part number to reset. Once you confirm the part # twice, the system will reset the allocations for that part. If there are more part numbers to reset for the same month and year, the system will prompt for the next part number.
The sales accumulation is the data in the Sold column of the original allotment entry screen. If a date is chosen after sales have been made by an area or customer before the date chosen in this menu, those sales will not show up in the sold column. For example, if I choose a date of November 2014 only sales from Nov 2014 on will show up in the sold column. If there were sales of that part in October, that data will not be accounted for in the Sold column and therefore the area might not be allocated enough because pertinent data is no longer showing up in the Sold column due to the date chosen when resetting the part allocations.
If there are multiple parts that need to be reset with different months and/or years, make sure you start the whole process over for each part with a different month/year. To start the process over you will need to exit out of the screen and re-enter the menu.
