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:

Purchase Order Line:

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