Balance Supply to Parent Demands
Explanation
Use this activity to balance the supply quantity of a
component on a shop order requisition, purchase order line or a shop order to demands for
parent part shop order requisitions and shop orders.
Prerequisites
A batch balance node must exist.
To balance the supply to a shop order requisition:
- The revision/alternate on the shop order
requisition should use the part to balance as a component.
- The shop order requisition should have status
ProposalCreated
- Ownership must be Company Owned
- The shop order requisition cannot be connected to
a project
- The manufactured part cannot be a serial part
- The shop order requisition cannot be
connected to a batch balance
To balance the supply to a shop order:
- The part to balance should exists as a material
line on the shop order
- The Shop Order Type should be
Manufactured
- Demand Code should be Inventory Order
- The shop order should have status Planned
or Released
- Ownership must be Company Owned
- Shop order requisition cannot be connected to
a project
- Manufactured part cannot be a serial part
- Manufactured part cannot be a configured
part
- Shop order cannot be connected to a
batch balance
- Shop order must have Include as Supply
check box selected
- Component part to balance should not be the
same as the manufactured part on the shop order
System Effects
As a result of this
activity, demand orders gets connected to the selected supply and new nodes in
the batch balance are generated and displayed in the tree structure. Adjusted
quantities update the lot sizes of the demand
orders.
Window
Batch Balance
Related Window Descriptions
Batch Balance
Batch Balance/Parent Part Demand
Procedure
- Navigate to Batch Balance window.
- Search for the batch balance ID that you want to balance.
- Select the node that you want to balance in the Structure Tree tab
- In the Parent Part
Demand tab, identify the shop order requisition, or shop order
for which to you want to balance the selected supply and follow one of the below
procedures:
- Connect the requisition or order with its existing lot size by
right-click and selecting Connect to Balance.
- Connect an order or requisition with a new lot size by entering the
desired quantity in the Quantity to Balance field and press
Save.
- Connect an order or requisition by entering the
amount of the component you want to balance out to this demand in the
Component Qty Required in Balance field and press Save. The new lot size will be
automatically calculated to match the component quantity required entered.