I’m building a dashboard for our buyer, and she requested that we show the on hand qty in addition to the allocated qty. To my understanding the allocated qty is the qty needed for the given part on open jobs/sales orders. She suggested looking at time phase, I believe she is referencing the RequiredQty field, but unfortunately the technical help doesn’t tell me where this field comes from in the database. In hunting around I found a field on the partDtl table which will tell us the supply and the demand. Would the following calculate the “allocated qty” aka the qty required for open jobs / sales orders?
e.g. sum(case when PartDtl.RequirementFlag = 0 then PartDtl.Quantity else 0 end)
I’m not familiar, I’m new to Epicor and the purchasing side of things is pretty foreign to me… I would love to learn if this is the direction you would recommend?
You do need to define what your user wants when they say “Allocated”. Allocated generally means specifically set aside for, and that’s what you would use allocation workbench for. You could have 100 widgets, and have demand for 90, but only have 10 actually allocated.
So I think you are actually looking for demand quantity. And yes, the PartDtl table is great table with basically mirrors what’s in time phase.
Fun times trying to implement something ownership is upset wasn’t delivered yesterday with unclear requirements and you can’t get a clear answer as to what the user wants / what the requirements are…