Resource Allocation Report

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Resource Allocation Report

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The Resource Allocation Report provides information about inventory, labor, and machine components that the system has allocated or reserved for each of the work orders that you have posted to work-in-process.

 

This report has the following use:

 

For reference in identifying the cost of each component in each work order that is still in-process

 

For determining the components' work-in-process quantities and the allocated time of machine and/or labor resources

 

 

To generate the Resource Allocation Report, perform the following steps:

 

1.Access the Resource Allocation Report function from the Production group under the Reports main menu in Manufacturing module.

 

2.Click the List box button beside the Configuration field and select the preferred report configuration.

 

3.Amend or accept the default sorting option in the Sort By field. To select a different Sort By option, click the List box button and select from the options displayed on the list.

 

4.In the Layout field, accept or amend the default layout for the report. To select a different Layout option, click the List box button and select from the options displayed on the list.

 

5.In the Report Configuration area, define the report filters. Depending on the Sort By option you choose, you may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

 

6.Choose one of the following options to filter the information to be included in the report:

 

oAll Component Types

Mark this option if you want to include in the report all the component types in each work order, regardless of whether the component is an inventory item, machine, or labor.

 

oInventory Components Only

Mark this option if you want to include in the report only the inventory components.

 

oMachine Components Only

Mark this option if you want to include in the report only the machine components.

 

oLabor Components Only

Mark this option if you want to include in the report only the labor components.

 

7.Click the Preview or Print button to preview or print the report, respectively.

 

 

The Resource Allocation Report function provides you with flexibility to perform the following:

 

Set up user-defined report macro

Set up user-defined sort option

Set up user-defined report layout

Include notes in the printed report

Export the report to various supported file formats

Send the report as attachment to an email

Include time and printed by information

 

 

 

See Also

Production Reports

 

 

 

 

 

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