Configure Stock Level Attributes

Step 1

Any attribute that has an underlying numeric type can be configured to be a stock level attribute. Users can define their own custom attributes as stock level attributes. Stock level attributes are configured in the user settings.

Step 2

Attributes from base, manufacturer and supplier components can be configured as stock level attributes. Multiple stock level attributes can be specified. Stock level attributes should be specified in priority order in which the stock levels should be used as part of calculations made in the quote process.

Step 3

In this example, 'Stock Quantity A' would be used before 'Stock Quantity B'. So, if 20 manufacturer components 'ABC123' need to purchased, and 'Stock Quantity A' = 15 and 'Stock Quantity B' = 12, then when the component deficits and order quantities are calculated, 'Stock Quantity A' would be used first, and the new calculated quantities would become 'Stock Quantity A' = 0 and 'Stock Quantity B' = 7.

Step 4

The stock level attribute that is adjusted by the order and build feature when receiving or consuming material must be one of these configured attributes. Care should be taken when using multiple stock attributes as the system is currently only able to automatically update a single stock level attribute when material is received or consumed, which may lead to negative stock quantities.

Step 5

The stock quantity usage calculation made during the quote process can become quite complex when using attributes from different component types, and it is recommended that users only specify stock level attributes for a single component type, depending upon how stock levels need to be managed (i.e. at the base component level or at the manufacturer component level, but not both).


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