Create Batch Balance from Supply

Explanation

Use this activity to create a batch balance from a shop order requisition, a shop order or a purchase order line. Batch balancing is used for concurrent planning of components and end products.

Prerequisites

Shop Order Requisition:

• Shop order requisition should have status ProposalCreated
• Ownership must be Company Owned
• Shop order requisition cannot be connected to a project
• Manufactured part cannot be a serial part
• Shop order requisition cannot be connected to a batch balance

Shop Order:

• The Shop Order Type should be Manufactured
• Demand Code should be Inventory Order
• Shop order should have status Planned, Released or Reserved
• 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

Purchase Order Line:

• The part is an inventory part
• Demand Code should be Inventory Order
• Purchase order line should have status Released or Confirmed
• Ownership must be Company Owned
• Purchase order line cannot be connected to a project
• Purchased part cannot be a serial part
• Purchase order line cannot already be connected to a batch balance

System Effects

As a result of this activity a batch balance is created with the selected order/requisition connected as a base supply

Window

Shop Order Requisition
Shop Order Requisitions
Shop Order Requisition Release
Shop Order
Shop Orders
Purchase Order
Purchase Order Lines
Production Line Management

Related Window Descriptions

Shop Order Requisition
Shop Order Requisitions
Shop Order Requisition Release
Shop Order
Shop Orders
Purchase Order
Purchase Order Lines
Production Line Management
Production Line Management/Shop Order Requisitions

Procedure

From the Shop Order Requisition or Shop Order windows:

1. Search for the shop order requisition or order that you want to balance.
2. Right-click anywhere in the window, point to Batch Balance and then click Create. A dialog box will open.
3. Click Yes to navigate to the created batch balance

From the Shop Order Requisitions, Shop Order Requisition Release, Shop Orders, Production Line Management/Shop Order Requisitions and Production Line Management/Shop Orders windows:

1. Search for the shop order requisition or order that you want to balance
2. Right-click on the requisition or order, point to Batch Balance and then click Create. A dialog box will open.
3. Click Yes to navigate to the created batch balance

From the Purchase Order or Purchase Order Lines windows:

1. Search for the purchase order that you want to balance.
2. Right-click on the order line to balance, point to Batch Balance and then click Create. A dialog box will open.
3. Click Yes to navigate to the created batch balance