Steps in the screenshots correspond to the numbers in the headings.
The following information helps you resolve an issue if you received a part in the system but are unable to consume it on the task. When attempting to consume the part, you get an error message that says “Parts must be allocated before consumption.”
1. From the main menu in the Client, choose Inventory > Stock.
2. Type the part number in the search criteria and hit enter.
3. Under the quantities tab, confirm that there is quantity On Hand and in the Not Allocated fields.
4. From the main menu, go to Inventory > Logistics > Part Need Search.
5. Expand the red chevron.
6. Enter your Place ID From and Location from fields.
7. Enter your Place ID To and Location To fields.
8. Toggle through the Usable box until it is check.
9. Click Search.
10. Enter the Part ID number and Work Order number for the Part Need and click Search.
11. Check the box next to the Work Order.
12. Click Allocate.
13. A verification message appears. Click OK.
14. Check the stock record (Inventory > Stock) to confirm that all parts are now allocated.
Enter the part number and click the magnifying glass to search. Be sure you are searching in the correct location.
15. You can now consume the part in the portal.
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