Overview
The information about the requested items, quantity, and dates is captured and recorded in the material order.
Before the material order can be released, the user performs checks on the enterprise or warehouse level to determine whether the required quantity can be timely delivered from the warehouse.
The system automatically compares the materials requirements and supply on the closest date to the required date. The current available stock as well as expected material deliveries by purchase, production, or transfer orders are considered. If the material requirements will not be met, the issue must be escalated to the requesting party - customer or business unit. The resolved issued then recorded in the system for further processing.
As a result of the process, the material availability is checked.
Video guide
Check material availability flowchart
How to monitor materials availability state
1. Go to the Order supply forecast workplace.
2. Find the material order/request list, expand its lines, and review the material requirements: the item, the variant, the Warehouse from which these items must be supplied, the Quantity to be supplied, and the Requested supply date.
3. Then review the State column, and find the lines with the Supplied on warehouse state. These goods are now available in stock.
4. Then find the lines with the Supplied by date state. These goods will be available by confirmed supply order. The Receipt date is defined according to the supply order information.
5. Then find the lines with the Expected based on unconfirmed order state. These goods will be available by unconfirmed supply order. The Receipt date is defined according to the standard lead times.
6. Then find the lines with the Supply state. The supply of these goods isn't yet initiated. The Receipt date is defined according to the standard lead times.
7. Compare the Requested supply date with the Date of receipt.
8. Drill down to supply orders in the Receipt order column, if it is required.
Note
Date of receipt values 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 - there no applicable Procurement strategy
How to promise material supply
1. Go to the Order supply forecast workplace.
2. Find the material orders/requests having all lines in which the Date of receipt complies with the Requested delivery date.
3. Review the availability State and the supply orders references.
4. Promise supply for the material order to the customer or requesting business unit.
How to prepare proposals for change of order
1. Go to the Order supply forecast workplace.
2. Find the material orders/requests having lines with the Date of receipt that is later than the Requested delivery date. Notice the closest possible supply date.
3. Prepare the proposals of:
- moving the delivery date forward to the closest possible supply date,
- splitting the delivery by dates,
- excluding items that can't be delivered on time.
4. Propose the customer or the requesting business unit to change the order terms.
How to update order
1. Go to the Order supply forecast workplace.
2. Find the material orders/requests and open it.
3. Make necessary changes in the order and post it.
4. Go to the Order supply forecast workplace.
5. Find the material order. Check that the Requested delivery date comply to expected Receiving date.