Analyze Shop Order Material Availability

Explanation

Use this activity to analyze the component availability for a shop order. Planning part is only available for Company Owned Stock and Supplier Consignment Stock. The check can run automatically as well as manually. You can choose to run the manual check either for selected orders or for an entire site. It is useful to check material for the site at regular intervals since there may be material shortages caused by supply changes occurring after the last availability check.

Prerequisites

• This activity requires the existence of a shop order.
• The shop order must be in Planned state if you want to use the Run Availability Check right-click option.

System Effects

• The system displays availability planning information in the Inventory Part Availability Planning window.
• If you run the availability check manually, you will see a message indicating any availability problems that exist. All connected components will be considered during the check regardless of whether or not they have the Availability Check check box in the Inventory Part/Misc Part Info tab selected. The details can be viewed in the Planning Alerts - Shop Order window.
• If you calculate planning alerts by site, you will be able to see the results in the Planning Alerts - Shop Order window once the background job completes.
• In the case of manual checks, the Last Availability Check field in the Shop Orders window will be updated with the current date for each order included in the check.
• The Planning Alert Exists check box in the Shop Orders window will be selected for the orders which have shortages.

Window

Shop Order Availability
Shop Orders Material Planning
Shop Order
Shop Order Materials
Shop Orders
Inventory Part Availability Planning
Calculate Planning Alerts for Site
Planning Alerts - Shop Order
Production Line Management

Related Window Descriptions

Shop Order Availability
Shop Orders Material Planning
Shop Order
Shop Order/Materials
Shop Order Materials
Inventory Part Availability Planning
Shop Orders
Calculate Planning Alerts for Site
Planning Alerts - Shop Order
Production Line Management
Production Line Management/Shop Orders

Procedure

To analyze the availability for a single shop order:

1. Open the Shop Order Availability window and search for the shop order whose availability you want to study.
2. To use the current date as a due date, select the Pick Plan Today check box in the Query Conditions area.
3. To view non-reserved material lines, select the Only Show Required>0 check box. The lines with non-reserved material are displayed in the lower part of the window.
4. To view material lines with shortages, select the Only Show Shortages check box. The lines having a shortage of material are displayed in the lower part of the window.

To analyze the availability for a set of shop orders:

1. Open the Shop Orders Material Planning window and search for the shop orders you want to study.
2. In the Query Conditions for Components area, select the Include Requisitions check box if you want the values in the Projected Qty Onhand, Total Demand and Total Supply fields to consider open requisitions in addition to orders.
3. Select the Remaining to Allocate > 0 check box to display only the component lines for which there is material remaining to be reserved or issued.
4. Select the Only Show Shortages check box to display only the component lines for which there is a material shortage, i.e. components for which the projected quantity onhand on the required date is less than zero.
5. Enter a date in the Pick Plan Date field if you want to use a different date instead of the Date Required when calculating the Projected Qty Onhand, Total Demand and Total Supply.
6. Click Refresh to retrieve the information according to the query conditions you specified in steps 3 to 5.
7. Select a shop order in the upper table of the window to view its material planning information in the lower table.

To analyze the availability information for a shop order material line:

1. Select the material line for which you want to view the availability planning in the Shop Order/Materials tab or Shop Order Materials window.
2. Right-click and then click Availability Planning. The Inventory Part Availability Planning window appears. This window shows the demand and receipts for the inventory part.

To run an availability check for selected shop orders in Planned state:

1. In the Shop Orders or Production Line Management/Shop Orders window, select the shop order(s) that you want to include in the check.
2. Right-click and then click Run Availability Check. The Run Availability Check for Material dialog box opens.
3. In the Pick Plan Date field, you may enter a date to be used as the required date for the order(s). If this field is left blank, the material allocation dates on the shop orders will be used instead.
4. Click OK. A message will be displayed to indicate if any shortages were detected once the check is complete. You can identify the orders for which there are shortages via the Planning Alert Exists field and view further details via the Planning Alerts and Component Availability right-click options.

To calculate and analyze planning alerts by site:

1. Open the Calculate Planning Alerts for Site dialog box.
2. Your default site will appear in the Site field. You may enter the short code for another site here or click List to select one from a List of Values.
3. Click OK. The calculation will be performed as a background job.
4. Open the Planning Alerts - Shop Order window and search for the shop order to analyze the generated alerts.