Check Material
Explanation
This activity is used to check the availability, i.e., the demand and planned
receipts, of the inventory parts that are included on the shop order.
The check can be 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 mouse button option.
- If you want to calculate planning alerts for a
site, that site should be user-allowed.
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 Shop Order Planning Alerts
window.
- If you calculate planning alerts by site, you will
be able to see the results in the Shop Order Planning Alerts
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
Shop Orders
Inventory Part Availability Planning
Calculate Planning Alerts for Site
Multilevel Availability Check
Related Window Descriptions
Shop Order
Shop Order/Material
Shop
Orders
Inventory Part
Availability Planning
Calculate Planning Alerts for Site
Multilevel Availability Check
Procedure
To view availability information for a shop order:
- Select the shop order for which you want to view availability planning.
- In the
Material tab, select the material line
for each part whose availability you want to study.
- Right-click and then click
Availability Planning.
The Inventory Part Availability Planning window appears.
This window shows the demand and receipts for the first inventory part.
- If you selected more than one material line, select another part in the
Part Number
list.
To view availability information for a set of shop
orders:
- Open the
Shop Orders Material Planning window and query 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 run an availability check for selected shop orders
in Planned state:
- In the 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 mouse button options.
To calculate 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.
To view availability information for a part:
- Open the
Multilevel Availability Check window and
search for the required part number.
- Specify the simulate conditions in the Simulate Conditions area.
- Click Calculate.