Analyze Shop Order Material Availability
Explanation
Use this activity to analyze the component availability for a shop order.
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:
- Open the Shop Order Availability
window and search for the shop order whose availability you want to study.
- To use the current date as a due date, select the Pick Plan Today check box in the
Query Conditions area.
- 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.
- 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:
- Open the
Shop Orders Material Planning window and
search for the shop orders you want to study.
- 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.
- 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.
- 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.
- 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.
- Click Refresh to retrieve the information according to the query conditions
you specified in steps 3 to 5.
- 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:
- Select the material line for which you want to
view the availability planning in the Shop Order/Materials tab or Shop Order
Materials window.
- 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:
- In the Shop Orders
or Production Line Management/Shop Orders window,
select the shop order(s) that you want to include in the check.
- Right-click and then click Run Availability
Check. The
Run Availability Check for Material dialog box
opens.
- 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.
- 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:
- Open the
Calculate Planning Alerts for Site
dialog box.
- 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.
- Click OK. The calculation will be performed
as a background job.
- Open the Planning Alerts - Shop Order
window and search for the shop order to analyze the generated alerts.