Handle Shortages

Explanation

Use this function to distribute newly arrived parts between the different orders that have shortages for these parts or to manually clear unnecessary inventory part shortage records. A shortage occurs when the quantity on hand is not enough to meet the quantity required for a reservation. When an arrival entry is made for a part in short supply, a message is displayed indicating that there is a need for that part.

Prerequisites

• There must be a shortage on an order to distribute parts to it.
• The system parameter Shortage Handling in Parameters for Distribution and Manufacturing must be set to Yes.
• The Shortage Notification check box in Inventory Part/Misc Part Info must be marked for the inventory part.

System Effects

As a result of this activity, parts are distributed to different orders that have shortages. When the shortage has been managed, the order can continue in the order flow.

Window

Resolve Shortages for Inventory Part
Receive Inventory Part
Receive from Transit
Move Inventory Part
Count per Inventory Part
Count per Count Report
Unissue Inventory Part for Material Requisition
Return Material Authorization
Parts per Count Report

Related Window Descriptions

Resolve Shortages for Inventory Part
Receive Inventory Part
Receive from Transit
Move Inventory Part
Count Per Inventory Part
Count Per Count Report/General
Unissue Inventory Part for Material Requisition
Return Material Authorization
Parts Per Count Report

Procedure

Distribute arrived part manually:

1. If you are starting in any other window than Resolve Shortages for Inventory Part to perform this procedure, use the operations menu in the lower part of the window. Select either Resolve Shortages or Shortage per Inventory Part, depending on which window you are using at the moment. The Resolve Shortages for Inventory Part window will appear.
2. Query for the desired part. The Qty to Distribute field displays the available quantity to distribute.
3. In the lower part of the window, order types and lines with shortage quantities are displayed. Specify the quantity of parts to be distributed on each order line in the Qty to Reserve column.
4. Save.

Propose distribution of parts:

1. If you are starting in any other window than Resolve Shortages for Inventory Part to perform this procedure, use the operations menu in the lower part of the window. Select either Resolve Shortages or Shortage per Inventory Part, depending on which window you are using at the moment. The Resolve Shortages for Inventory Part window will appear.
2. Query for the desired part. The Qty to Distribute field displays the available quantity to distribute.
3. In the lower part of the window, order types and lines with shortage quantities are displayed. Mark the desired order and select Propose Shortage Resolution by using the right mouse button. The system then proposes how the parts should be distributed.
4. To accept the proposal, save the record. Otherwise, alter the proposal manually and then save.

Clear shortage records manually:

1. Query for the desired part. Lines with shortage quantities are shown in the window.
2. Mark the line(s) you want to remove. Right-click on the marked lines and then click Clear Inventory Part Shortages. The system will
   remove the marked line(s).