Work Order Allocations

Applies toProcess Work Orders

AudienceAll users

Last updatedOctober 02, 2025

By default, GoldFinch does not allocate inventory to Work Orders. However, you can enable the Inventory Allocation feature to ensure enough inventory is allocated before releasing Work Orders to the Shop Floor. Once allocated, that inventory can no longer be allocated to other Work Orders or Sales Orders.

Enabling Work Order Allocation

To enable the inventory allocation feature for Work Orders:

1. Navigate to Custom Settings → System Settings.

2. Create a new parameter:

   • Name: EnableWorkOrderAllocation

   • Value: True

Automatic Allocations

When a Work Order is saved, raw materials are automatically allocated based on the available quantity of the item, the unit of measure, and the warehouse.

• GoldFinch will not allocate inventory on a Work Order Line if the Do Not Allocate option is checked.

• When an item is allocated, Item Allocation (WO) entries are created, which can be viewed from the Work Order.

Managing Allocations

Remove or Edit Allocations

If inventory has already been allocated to a Work Order but is required for a more urgent Work Order or Sales Order, you can:

• Edit or Delete the Item Allocation line to either reduce the allocated quantity or remove the allocation entirely.

Update Work Order Allocations

After inventory updates, you can refresh allocations by clicking the Allocation button on the Work Order.

Mass Allocation

To allocate inventory to multiple Work Orders at once:

• From the Work Order list, select the Work Orders.

• Click the Mass Allocate button.

Picking and Production Journal for a Work Order

1. Pick Function:

   • If the Pick function is enabled, the Allocation Status must be full before creating a Pick Ticket.

2. Production Journal:

   • The Allocation Status must be full before creating a Production Journal.

   • If the Pick function is enabled, both the Allocation Status and Pick Status must be full before creating a Production Journal.

3. Posting/Unposting a Production Journal:

   • Posting a Production Journal reduces allocated inventory.

   • Unposting a Production Journal restores the allocation.

Special Allocation Scenarios

Bypass Automatic Allocation

• To bypass automatic allocation, check the Do Not Allocate field on the Work Order before saving it.

Exclude Inventory in Allocation

1. Company Setup:

   • To exclude expired inventory for lot-tracked items, check the Exclude Expired Inventory in Allocation field in Company Setup.

2. Bin Setup:

   • To exclude inventory in a specific bin, check the Do Not Allocate field on the bin.

Include Pending Receipts in Allocation

• By default, only on-hand inventory is allocated. To include Pending Receipts (outstanding quantities from Purchase Orders or open Transfer Orders), check the Include Pending Receipt in Allocation field in Company Setup.

Freeze Allocations

• By default, GoldFinch updates allocations each time a Work Order is saved. To prevent automatic updates and keep existing allocations, check the Freeze Allocation field

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Article Work-Order-Allocations  ·  Last updated October 02, 2025 · GoldFinch ERP Help Center