Hi Masters,
Generally Inventory allocation means quantities set aside for some specific purpose , temporarily or permanently.
So what are options are available in Navision for inventory allocations.
Let me know the secenarios to handle inventory allocation.
Please explain.
Generally the approach to this, using standard, is to move the stock you want to be used for a specific purpose to a different location, unless you mean a strict jobbing scenario but this is then items purchased/made for a specific reason which is different to quantities as you describe.
are you using advanced warehouse management (pick, putaway modules)?
I assume you are using Navision 4 or higher.
If you are using Warehouse Management, I would highly recommend reading Microsoft Business Solutions (MBS) Training Material 8387A: Navision 4.0 Warehouse Management. This book should be available through either PartnerSource, CustomerSource or through your consultant. the book is a fairly quick read, you can feasibly read through the entire material in one to two days.
For your immediate query, I would primarily focus on chapter 3.
Chapter 3 will teach you how to use the blocking feature of bins. Note that this is also available at the Zone level. (On the Navigation Pane, go to Warehouse > Setup > Locations, then click Locations > Bins. Look at the Blocking field)
Chapter 3 will also teach you about internal warehouse processes. You will want to pay special attention to internal picks and put-aways, which gives an example where a salesperson desires an item for demonstration purposes, which they return later. Extrapolating, you could create virtual (read: non-physical) bins for each of your Salespeople; and when they need an item allocated to them, they have an internal pick that transfers the item to their bin. As a last precaution, I would make sure you understand bin types so that the bins are set up for put and pick only.
If you are not running WMS, I think you can still use blocking features. There’s also setting things to reserved, but I haven’t used the functionality much at this point.