Overview
Once the order is confirmed, it is necessary to regularly monitor the supply of materials.
If there are any issues or missing items, the company contacts the appropriate procurement department.
If some items cannot be provided, they are excluded from the order and involved parties are notified.
Shipment of goods from the warehouse is initiated for all items available before the requested shipment date.
As a result of the process, all items are available and shipment from the warehouse is initiated.
Follow up material supply and initiate shipment
How to control requested shipment dates
1. In the material order document, click the item data tab.
2. In the lower right corner of the form, click the Supply forecast hyperlink.
3. In the Supply forecast menu, review the State column.
4. Check the Request shipment on column and compare with the Date of receipt column.
5. Repeat the action for each line of the order.
How to forward issues with material supply
1. Open the required document. 2. Create a Duty based on the document. 3. Specify the work name in the Duty field. 4. Assign it to the responsible user within the database. 5. Set the Priority and specify the Due date. 6. Describe the actions to take in the Subject field. 7. Start and close the document.
How to initiate shipment of materials
1. In the material order document, click the item data tab.
2. In the lower right corner of the form, click the Supply forecast hyperlink.
3. In the Supply forecast menu, select the lines with available stock and click Ship.
4. Post the document.
How to exclude items from supply
1. In the material order document, click the item data tab.
2. Select the Cancelled column for the lines.
3. Leave relevant Comments.
4. Post the document.
5. Notify all involved parties of the changes.