Analyzing Availability—Exercises

IMPORTANT
If you are a student, 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

Purpose: The purpose of this exercise is to create a stored sales part and receive it into inventory in order to use it in the exercise.

Enter Customer

Windows:
Customer

  1. Enter C.S.C. New York as a customer with XX-1000 as the customer number.

General exercise for Customer

Create Stored Sales Parts

Windows:
Sales Part
 Inventory Locations
Inventory Part
 Receive Inventory Part

  1. Inventory Part window, enter Race Car as the inventory part and XX-18-100 as the inventory part number.
  2. Click the Acquisition tab.
  3. Set the purchase lead time and expected lead time to be 10 days.
  4. Set the purchase lead time and expected lead time to be 10 days.
  5. Click the Misc Part Info tab (Counting and Control tab), ensure that the Availability check box is selected.
  6. Create a relevant inventory location.
  7. Create a corresponding sales part. Using your site will automatically link the sales part to the inventory part you just entered.

General exercise for Sales Part
General exercise for Inventory Locations
General exercise for Minimal Inventory Part
General exercise for Receive Inventory Part

Required Data

Entering Customer Order

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Customer Order

  1. Enter a customer order with C.S.C. New York (XX-1000) as the customer and a wanted delivery date in 10 days. Select NO as the order type. Use your User ID as the coordinator. Note the order number: __________.

  2. Enter an order line with five pcs of the sales part Race Car (XX-18-100).

General exercise for Entering Customer Order

Main Exercise

Purpose: The purpose of this exercise is to explain how to analyze the availability of in stock parts.

Windows:
Customer Order

Each time a part is received or issued, the available quantity of the part is changed.

An availability check senses the development of the available balance within the product's lead time. This means that the system determines if all orders can be delivered on the promised dates even after a change occurs. A change might be an order entry, an issue of some sort, or an allocation. Only changes within the part's lead time are considered, since the availability of the part outside the lead time is considered to be under control.

The availability check ensures that the available balance does not become negative, or that the issue or planned issue does not affect the fulfillment of other orders. If this is the case, the user receives a warning and information about how large an issue can be made without affecting other orders.

Analyzing Availability

  1. Create a customer order, as described in the Required Data section above.

  2. At the prompt, "Only 0 is plannable on the Delivery Date entered for Part XX", click OK.

  3. Save the changes.
  4. At the prompt, "The Target Date has been changed from YYYY-MM-DD to YYYY-MM-DD.", click OK. This indicates that the lead time you specified when you created the inventory part and the calendar has been changed.

Note: Note also that the Picking lead time is set to two days.

  1. Study the Planned Delivery Date and Planned Ship Date/Time on the order line.