Handle Shortage

Explanation

You can reserve parts automatically in four ways: line-by-line, order-by-order, shipment-by-shipment, or via a batch job . When reserving automatically the system will reserve the ordered quantity according to the automatic reservation logic i.e. according to rules configured for FIFO, zone ranking, handling units etc. This is described in detail in the About Reservation Management. The order-by order reservation is performed in the Reserve Customer Orders window. The line-by-line reservation is performed in the Reserve Customer Order Lines window. The batch job is performed in the Create Customer Order Reservations window. The shipment-by-shipment reservation is performed in the different shipment windows.

Use this activity to handle order lines that were not reserved automatically. When running the automatic reservation function, the system will try to reserve the ordered according to settings done in the Automatic Reservation tab in Site window. If there are not enough parts available at stock the customer order will be stopped in the order flow and it will appear in Handle Customer Order Shortages.

You can re-plan and solve the shortage problem on your order/order lines and shipment/shipment lines either by advancing the delivery date or reducing the quantity on the order line. The reduced quantity must be greater than zero (0). To handle a shortage of 100% the order/order line must be cancelled.

Prerequisites

• A customer order must have been entered, saved, and released.
• The ordered parts must exist as inventory registered sales parts.
• An unsuccessful reservation must have been executed per customer order line or shipment line.
• A shortage must exist on an order, to which parts can be distributed.

System Effects

The shortage on the customer order line/shipment line is resolved and the order/shipment is ready to continue in the order flow/shipment flow defined for the order type/shipment type.

Window

Handle Customer Order Shortages

Related Window Descriptions

Handle Customer Order Shortages
Reserve Customer Order Lines
Create Customer Order Reservations
Reserve Customer Order
Shipment
Shipment/Shipment Lines
Shipments

Procedure

1. Search for the order line(s) via the Populate or Query function.
2. Study the reason for the shortage in the Description of Reservation Problem field.
3. Select the desired order line(s) and either reduce the quantity of parts displayed in the Sales Qty column or enter a later date in the Planned Due Date column.
4. Save when completed.
5. Whenever you have resolved the shortage problems, you could re-run the reservation function by right-clicking and then clicking Reserve Line.