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Переписать - сделать обособленное обеспечение.


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Overview

Before the process, the information Information about the requested products and the requested quantity of these products , quantity, and dates is captured and recorderd recorded in the sales material order.

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

The supply manager The check of goods availablility in stock process verifies whether the quantity of goods required by the sales order can be timely delivered to from the customer. Consider the warehouse, from which the goods will be delivered warehouse on time.

During the checkprocess, the current availabile available stock and expected delivery from vendors must be analized.

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

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

goods delivery are considered.

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

Control goods availability for supply from stock

Control availability of goods in stock for sales order

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Paths

How to execute availability goods in stock check

Checking current and planning stock in the local warehouse

1. Go to the Order supply forecast workplace.

PathWarehouse and delivery → Demand fulfillment → Order supply forecast
In-app link EN code
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e1cib/command/CommonCommand.OrderSupplyForecast

In-app link RU code
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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 lines2. Find the Sales order and do the following actions for each line of the sales order.

3. Review the items and quantity to be supplied.4. Review the item, the variant, the Warehouse from which these items must be supplied, the Quantity to be supplied.5. Review , and the Requested supply date.

64. Then check Review the State column. , find the lines with the Supplied on warehouse- means that item stock is available on stock now

Info
titleNote

Other States descriptions:

state. These goods are now available in stock.

5. Find the lines with the Supplied by date state. These goods

Supplied by date - means that item stock

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

- means that item stock will be available by placed but unconfirmed supply order
  • Supply - means that the procurement in process and not yet started, no any supply orders placed
  • 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 necessary

    7. Check the information in the Date of receipt column, if it is applicable.

    8. Check the references to supply orders in the Receipt order column, if it is applicable.

    Info
    titleNote

    Date of receipt values descriptioinsvalue descriptions:

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

    Checking assigned stock in the local warehouse

    Go to the Stock availability report.

    Choose the Warehouse.

    Choose the Item.

    Analyze a stock classification for the selected item in the Now group of columns: In stock, In reserve, Available.

    Find the In reserve column amount, click right mouse button and Drill down by the Assignment analytics and find a stock by the Lines of business that can be re-reserved for the customer order relevant to the customer segment.

    Checking reserved stock in the local warehouse

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

    How to determine other delivery date

    Calculating expected stock receipts dates

    Go to the Stock availability report.

    Choose the Warehouse.

    Choose the Item.

    Analyze a stock classification for the selected item in the Expected group of columns: Receipt, In reserve, Available.

    Find the Recipt column amount, click right mouse button and Drill down to by the Availability date analytics and find a stock by the expected receipt dates that can be reserved for the customer order.

    Figure out the earliest date of the delivery for the requested quantity (manually).

    Finding substitution options

    Go to the Sales order document, go to the Goods tab.

    Click the Fill - Select goods command, find and select the item, click on the right mouse button and choose the Items with similar properties.

    Review a list of items.

    Checking stock in other warehouses and calculate stock transfer

    Go to the Stock availability report.

    Leave the Warehouse filed empty.

    Choose the Item.

    Analyze a stock classification for the selected item in the Now group of columns:  In stock, In reserve, Available.

    Analyze a stock classification for the selected item in the Expected group of columns: Receipt, In reserve, Available.

    Go to the Procurement strategies list.

    Find the Procurement strategies with Transfer in the Supply type column.

    Find those relevant to Warehouses.

    Open it and check the Transfer period.

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

    Checking assigned stock in all warehouses and calculate stock transfer

    Go to the Stock availability report.

    Leave the Warehouse filed empty.

    Choose the Item.

    Analyze a stock classification for the selected item in the Now group of columns:  In stock, In reserve, Available.

    Analyze a stock classification for the selected item in the Expected group of columns: Receipt, In reserve, Available.

    Select the colunm, click right mouse button and Drill down by the Assignment analytics and find a stock by the Lines of business that can be re-reserved for the customer order relevant to the customer segment.

    Go to the Procurement strategies list.

    Find the Procurement strategies with Transfer in the Supply type column.

    Find those relevant to Warehouses.

    Open it and check the Transfer period.

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

    How to send notification about changes to customer

    Go to the Business Interactions workplace.

    Create a new document and choose any communication tools: phone, email, mail, self-service portal.

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

    Record the communication in Interaction.

    How to get answer to notification about change of delivery date

    Go to the Sales order document.

    Update it in accordance with customer response:

    • Add new ore substitute items.
    • Change quantity.
    • Change expected delivery dates.
    • Maintain obsolete open order items: select the Cancellation reasons column and indicate the reason for the cancellation.

    Info
    titleNote

    Do not remove the obsolete lines of the initial order. 

    How to reaffirm requested quantities and dates

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

    Engaging 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 production stage.

    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.

    Check if the stock is reserved.

    Engaging stock in expected delivery

    Go to the Order supply forecast workplace.

    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 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 production stage.

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

    Go to the Stock vailability report.

    Check if the stock is reserved.

    Engaging assigned stock

    Go to the Inventory assignment adjustments list.

    Create a new one.

    Choose Reservation and adjustmentor Arbitrary assignment adjustment transactions.

    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 it

    Choose the Company.

    Select the Assignment (for Reservation and adjustment).

    Fill in the items with reserved stock automatically.

    Change the quantity for reallocation.

    Specify new Assignment.

    Post the document.

    Go to the Stock availability report.

    Check if the stock is reserved.