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Переписать - сделать обособленное обеспечение.


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Overview

Information

Definition

The information

about the requested products

and the requested quantity of these products

, quantity, and dates is captured and recorded in the

sales

material order.

The Available-to-Promise (ATP) check against stock

Before the order is confirmed, goods availability to deliver from stock must be checked.

The supply manager verifies whether the

required

quantity of

finished

goods required by the order can be

sold to the customer at the requested date.

The check is carried out against actual or projected finished goods inventory.

The stock assigned for specific customer segments, sales channels, regions, VIP clients - must be considered as available stock during the ATP check, depending on the customer classification.

Substitute goods can be offered to clients if the required goods are out of stock and are not expected to be delivered.

It is also necessary to determine the storage location the goods will be delivered from.

delivered from the warehouse on time.

During the process, the current available stock and expected goods delivery are considered.

As a result, the goods availability for supply from stock is controlled.

Control goods availability for supply from stock flowchart

This order saved, but not submitted (posted) yet.

Tip
titleSee how it works in the system

See the Determine product price and conditions process managed in the system:

(warning) Open the link in a new tab and use Administrator EN user

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Business Process Diagram 

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How to Perform ATP

Check current and planning stock in the local warehouse

Open the Order supply forecast workplace

Use custom filters to find the Sales order.

Check the State column for each line of the sales order.

Info
titleNote

The States meaning in the Order supply forecast workplace:

  • Supplied on warehouse - item stock are available on stock now;
  • Supplied by date - item stock will be available by confirmed purchase or production order;
  • Expected based on unconfirmed order - item stock will be available by placed but unconfirmed purchase or production order;
  • Supply - the procurement in process, no any purchase or production orders placed.


Paths

PathWarehouse and delivery → Demand fulfillment → Order supply forecast
In-app link EN code
Text_to_copy

e1cib/command/CommonCommand.OrderSupplyForecast

In-app link RU code
Text_to_copy

e1cib/command/ОбщаяКоманда.СостояниеОбеспеченияЗаказов

How to review goods availability states

1. Go to Warehouse and delivery and click Order supply forecast under Demand fulfillment.

2. Select the order list and expand its lines.

3. Review the item, the variant, the Warehouse from which these items must be supplied, the Quantity to be supplied, and the Requested supply date.

4. Review the State column, find the lines with the Supplied on warehouse state. These goods are now available in stock.

5. Find the lines with the Supplied by date state. These goods will be available by a confirmed supply order. The Date of receipt is defined according to the supply order information. 

6. Find the lines with the Expected based on unconfirmed order state. These goods will be available by an unconfirmed supply order. The Date of receipt is defined according to the standard lead times.

7. Find the lines with the Supply state. The supply of these goods is not initiated. The Date of receipt is defined according to the standard lead times.

8. Compare the Requested supply date with the Date of receipt.

9. In the Receipt order column, drill down to supply orders if necessaryCheck the Date of receipt column for each line of the sales order.

Info
titleNote

The sources for calculatin the Date of receipt in the Order supply forecast workplacevalue descriptions:

  • Confirmed or planned release scheduled production date of Production order;
  • Confirmed or planned scheduled goods receipt date of Purchase order;
  • Standard lead Lead times of applicable Procurement strategy;
  • Not defined - is meansthere is no any applicable Procurement strategy.

Drill down to the exact Production order, Purchase order, Procurement strategy and check the information.

Check assigned stock in the local warehouse

Drill down to the sales order.

Go to the Items list

Open the item card.

Open the Stock balance and availability report (click the Reports button).

Choose the warehouse.

Analyze a quantity for all items for the selected position: available, planned, reserved stock.

Find the In reserve column figure and drill down to the Goods receipt and shipment report.

Analyze the Line of business items and find a stock for those Lines of business that are applicable to the customer segment.

Make sure that the assigned stock is allowed to be re-reserved for the customer order.

Check reserved stock in the local warehouse

See how to Perform back order processing if the delivery of other orders that contain reserved goods can be postponed.

How to Calculate alternative delivery date

Calculate expected stock receipts dates

Drill down to the sales order.

Go to the Items list

Open the problem item card.

Open the Stock balance and availability report (click the Reports button).

Choose the warehouse.

Analyze all expected receipts of the item to the warehouse (Expected - Receipt column to see .

Calculate the earliest date of the delivery for the requested quantity.

Find substitution options

Open the product selection form (Fill in→Select goods command) and select from the list an item with similar basic properties and characteristics.

Check stock in other warehouses and calculate stock transfer

Go to the Items list

Open the problem item card.

Open the Stock balance and availability report (click the Reports button).

Leave the Warehouse filed empty, and run it.

Analyze a quantity of the item that are available to all warehouses (the Avaibale column).

Analyze all expected receipts of the item to all warehouses (the Expected - Receipt column) 

Go to the Procurement strategies list

Find the appropriate Procurement strategies for transfer between warehouses and check it's lead times.

Calculate the earliest possible goods receipt date taking into account the transfer lead times from chosen warehouses.

Check assigned stock in all warehouses

Go to the Items list

Open the problem item card.

Open the Stock balance and availability report (click the Reports button).

Leave the Warehouse filed empty, and run it.

Enable the Assignment analytics.

Analyze a quantity of the item that are available to all warehouses (the Avaibale column).

Analyze all expected receipts of the item to all warehouses (the Expected - Receipt column)

How to Inform customer about alternative date

Send to the customer all viable variant delivery with alternative dates, substitute products, partial shipments.

Use any communication tools: phone, email, mail, self-service portal.

Record the communication in Interaction.

How to Receive response to alternative delivery date

Open and update the Sales order in accordance with customer response:

  • Add new ore substitute items
  • Change quantity
  • Change expected delivery dates
  • Maintain obsolete open order items: add a tick in the Cancel as column and indicate the reason for the cancellation.

Info
titleNote

Do not remove the obsolete lines of the initial order. 

Repeat "Calculate alternative delivery date" and "Inform customer about alternative date" steps to find other alternative delivery dates.

How to Confirm date and quantities to order

The required positions of requested goods are available and ready to be delivered at the requested date.

Engage available stock

Go to the Order supply forecast workplace. The system provides recommendations for choosing the optimal supply option.

Reserve (exclude from available stock) the requested items and quantity by clicking the hyperlink on the column Actions in front of the item line and choosing:

  • Reserve at warehouse option.

The system will automatically reserve the stock of the item available in the warehouse right now and transfer the information into the sales order.

The system will automatically change the delivery dates, split the lines according to the current state of the supply.

  • Reserve by date option.

The system will automatically reserve the stock of the item from expected deliveries of placed purchase orders and transfer the information into the sales order.

The system will automatically change the delivery dates, split the lines according to the current state of the supply.

Go to the Stock balance and availability report to check if the stock is reserved.

Engage assigned stock

Go to the Inventory assignment adjustments list and create a new one.

Choose Re-reserving (single) or Re-reserving (multiple) transactions.

Choose the Company.

Select the Assignment (for single re-reserving).

Fill in the items with pegged stock automatically.

Change the quantity for reallocation.

Specify new Assignment. Post the document.

Go to the Stock balance and availability report to check if the stock is reserved.

Send confirmation to the customer.

Use any communication tools: phone, email, mail, self-service portal, interfaces with external systems. 

Record the communication in Interaction.

How to determine other delivery terms

1. Find the item with the latest Date of receipt and prepare the proposal to move the order delivery date forward.

2. Prepare the proposal to split the order delivery.

3. Prepare the proposal to exclude the items that cannot be delivered on time.

How to negotiate other delivery terms

1. Inform the initiator about available delivery options.

2. Document the terms agreed.

How to update orders

1. Go to Warehouse and delivery and click Order supply forecast under Demand fulfillment.

2. Find the order and open it.

3. Make necessary changes to the order and post itGo to the Sales order and set the On approval status.