Balance Requisitions

Explanation

Use this activity to balance shop order requisitions. Batch balancing is used for concurrent planning of components and end products. It is required when one component is used for multiple end products. Shop orders are created for each level. However you can balance only in the direction of child to parent.

After the balancing process a completely balanced requisition will show equal quantities in the Qty to Balance and Selected Qty fields. However, you can balance a requisition even if these quantities are not equal.

Caution: Do not create shop order requisitions prior to a batch balancing operation. If you do so, when you subsequently run MRP, the system may delete those shop order requisitions. To avoid this risk, wait until batch balancing is complete to create your shop order requisitions.

Prerequisites

This activity requires the existence of a shop order requisitions for a child part and shop order requisitions for child parent parts as well.

System Effects

As a result of this activity, the system coordinates the lot sizes of the different shop order requisitions to make the total quantity of components match the quantity needed for the planned end products.

Window

Batch Balancing

Related Window Descriptions

Batch Balancing
Batch Balancing/Parent Part Requisition

Procedure

  1. In the Requisition No list, select the shop order requisition that you want to balance.
  2. In the Parent Part Requisition tab, select two or more shop order requisitions that will be used for balancing, i.e., the parents that the selected shop order requisition should supply with material.
  3. Right-click and then click Create Balanced Batch. The system now runs batch balancing. If dialog boxes appear, answer Yes or No according to your intentions. At the end of the balancing process, the results appear in the header of the main window.
  4. To undo the balancing process, select the shop order requisition in the Requisition No list.
  5. Right-click and then click Clear - Balance ID to clear that requisition or Clear Level to clear that requisition and the one that is a level above it.
  6. If you are asked if your want to unlink, click Yes.