Handling Inventory Part Availability Exceptions—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Inventory Locations

Purpose: The purpose of this exercise is to set up the inventory locations to be used when performing the main exercise.

Windows:
Inventory Locations

  1. On the Inventory Locations window, create inventory locations of the following types: Arrival, Quality Assurance, and Picking.

General exercise for Entering Inventory Locations   

Purchase/Inventory/Sales Part

Purpose: The purpose of this exercise is to create the part data entries necessary for running the main exercise.

Windows:
New Part Assistant

  1. Create XX-58-401, and XX-58-402 as purchased, inventory, and sales parts by using the New Part Assistant. Use supplier 5000.

General exercise for Purchased Part
General exercise for Stored Sales Part 

Required Data

Preparing Part Data

Purpose: The purpose of this exercise is to show you how to enter data to receive different exception messages.

  1. Specify the planning parameters for your inventory parts using the Inventory Part/Planning Data window. Make sure that safety stock is higher than the quantity on hand for one part.
  2. Receive a quantity you want for one of the parts.
  3. Create and release a purchase order line for part XX-58-401. The quantity received should make the quantity on hand to exceed the safety stock plus the total demand.
  4. Create and release a purchase order line for part XX-58-402. Set the planned delivery date to yesterday's date. 

Main Exercises

Purpose: The purpose of this exercises is to learn to create and handle inventory part availability exception messages.

Windows:
Generate Inventory Part Availability Exceptions
Inventory Part Availability Exceptions
Inventory Part Availability Planning

You have got a phone call from the sales department that availability is low for a certain product. To verify that there are no general errors in supply planning, you decide to check all the parts controlled by one of your planners.

Generating Availability Exceptions

  1. Open the Generate Inventory Part Availability Exceptions dialog box.
  2. Enter the selections of your choice, or leave the default values displayed in the dialog box.
  3. Click OK to run the job online. 
    The availability exceptions will be created.

Confirming Availability Exceptions

  1. Open the Inventory Part Availability Exceptions window and search for the exceptions created for your parts.
  2. Verify that the exceptions created are correctly created. Select a line, right-click and then click Inventory Part Availability Planning.
  3. Take appropriate action, e.g., create an additional supply, or cancel an existing supply.
  4. When you have finished, select the line, right click and then click Confirm. This will tick-off the exception from the list. Optionally, you can enter a note.
  5. Query for the messages that have not been confirmed as yet by using the Confirm field in the Query dialog box.