The procedures described below are examples on how to interpret the information displayed on the Inventory Part Availability Planning page or visualizer chart.
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To analyze supply and demand information using the data view:
Analyzing Date for Infinite Availability
The Lead Times/Unlimited Supply Date area in the header contains information about the lead times for the part, as well as a calculation of the date for which the availability is infinite. The date field adjacent to the Picking lead time field is a calculation of the date on which the part will be pick reported, if pick-planned today. The calculations are based on the Picking lead time value and is done according to the appropriate calendar. A calculation which involves non-working days will adjust the date to a working date. Also one day is always added to ensure that delivery can be met if the receipt is done late or the order is placed late.
Examples:
- Today is Tuesday, purchasing lead time is 4 days for a purchased part. The Unlimited Supply Date is calculated as Tuesday. Here the 4 days are added to today’s date, resulting in Saturday. This date is adjusted to the nearest working day according to the Distribution calendar and thereafter 1 day is added. This is the same basis for date calculation as when presenting the earliest possible delivery date when entering customer order lines with Supply Code Purchase Transit.
- Today is Tuesday, expected lead time is 4 days for a purchased part. The Unlimited Supply Date is calculated as Tuesday. Here the 4 days are added to today’s date, resulting in Saturday. This date is adjusted to the nearest working day according to the Distribution calendar and thereafter 1 day is added. This is the same basis for date calculation as when using availability check and entering customer order lines.
- Today is Tuesday, manufacturing lead time is 3 days. The Unlimited Supply Date is calculated as Monday. Here 3 working days according to the Manufacturing calendar are added to today’s date, resulting in Friday. Then 1 day is added and thereafter the date is adjusted to a working day.
- The expected lead time for a manufactured part uses the same basis for date calculation as the availability check and will result in the same date as the Unlimited Supply Date whenever the manufacturing and expected lead time are the same.
- Today is Tuesday, picking lead time is 4 days. The date when the part will be pick reported as earliest is calculated as Tuesday. Here 4 working days according to the Distribution calendar are added to today’s date, resulting in Monday. Then 1 day is added and thereafter the date is adjusted to a working day.
Analyzing Project Specific Supply and Demand
To view the supply and demand situation for a project, select the project specific part in question in the Part No field in the header part of the page.
Analyzing Total Supply and Demand
Query by entering the Hash symbol (#) in the Project ID field and you will be able to view the supply and demand situation, of all the projects and the standard inventory, for the particular part.
Analyzing the Projected and Plannable Columns
There are four pairs of Projected and Plannable columns available in all the tabs except the Planning Info tab. The calculation logic for all these columns are the same, as it is the input data that differs.There are several reasons why a balanced supply/demand situation may deteriorate. A supply may be re-confirmed, a customer may ask for a change in delivery time, a customer order line may be reserved in advance, due dates for a pegged pair of supply and demand lines may differ, etc.
An out of balance supply/demand situation may be rectified by for instance adjusting the due dates on the supplies and demands, dissolving reservations, changing peggings, and creating new supplies.
The different Plannable column details will assist in finding out how to improve the availability.Use the Projected and Plannable columns to view the ability to fulfill a new demand, disregarding any current reservations or peggings. They should display the most favorable situation, assuming you have full flexibility to adjust both reservations and peggings. The starting quantity for the calculation is the value in the Usable Quantity field in the header. In the Availability Check and Availability Check per Day tabs, however, the starting quantity for the calculation is the value in the Available Quantity field in the header.
Use the Projected Not Reserved and Plannable Not Reserved columns to view the ability to fulfill a new demand when reservations are considered, and peggings are not. Reserved quantities are excluded from these columns. If there is a difference between the Plannable and the Plannable Not Reserved column, the reason is that there are reservations affecting the availability. Pay attention to the reservations made in advance, i.e., outside the picking lead time date. These reservations may be dissolved to improve availability. The starting quantity for the calculation is the value in the Quantity Available field in the header as reservations are deducted from this figure.
Use the Projected Not Pegged and Plannable Not Pegged columns to view the ability to fulfill a new demand when peggings are considered, and reservations are not. Pegged quantities are excluded from this pair of columns. If there is a difference between the Plannable and the Plannable Not Pegged column, the reason is that there are peggings affecting the availability. Change the due date for the supply or demand, dissolve the pegging, or change the pegging target to improve the availability. The starting quantity for the calculation is the value in the Usable Quantity field in the header.
Use the Projected Not Reserved/Pegged and Plannable Not Reserved/Pegged columns to view the ability to fulfill a new demand considering both reservations and peggings. If there is a difference between the Plannable and the Plannable Not Reserved/Pegged column, the reason is found among the reservations or peggings made. This means that the starting quantity for the calculation is the value in the Quantity Available field in the header.
Additionally the CO Plannable column is displayed. This column may present a different figure due to the differences between the expected lead time and the purchasing or manufacturing lead time, and on what kind of stock locations the parts are stored.
Notes:
- Lead times used in the calculations are the ones displayed in the header, i.e., the purchasing lead time is used for a purchased part and the manufacturing lead time for a manufactured part.
- The CO Plannable field uses the expected lead time for the calculation.
- Purchase order and requisitions will disappear from the supply view if all of the following criteria are fulfilled:
- The purchase order and requisition has a destination warehouse set.
- This destination warehouse is a remote warehouse.
- This remote warehouse has a default part availability control (with the setting Not Nettable) entered on General tab (warehouse level) on the Warehouse Navigator page.
- Work order demand will disappear from the demand views if all of the following criteria are fulfilled:
- The work order has a executed-by user entered on operation lines or on the Prepare tab.
- The executed-by user is connected to a default remote warehouse on the Users Connected to Warehouses page.
- This remote warehouse has a default part availability control (with the setting Not Nettable) entered on General tab (warehouse level) on the Warehouse Navigator page.
- PM Action maintenance plan line demands will be available for demand views when the PM Action is Active and demand lines will lie between the Valid To date of the PM Action or System date and lesser value of either the Valid To date, PM Plan Horizon or date depicted by addition of days in PM Inventory Part Demand Horizon on Site/Maintenance tab to the system date.
To analyze supply and demand information using the visualization view:
Order Proposal and Order Proposal per Day tabs to view the selection of supply and demand information that is used by, e.g., the Order Proposal functionality. Certain supply and demand types and supply and demand details connected to projects are not available here and can be found on the All tab.
Order Proposal per Daytab is to view the summarized details of the supplies and demands found on the Order Proposal tab. These are summarized per date, and therefore all the orders for a particular part on one particular date, are displayed on one line. References to individual supplies and demands are not available here.
Inventory Part Availability Graph
Inventory Part Availability Planning
Plan Shop Order Material Availability
Enter Express Purchase Requisition
Enter Purchase Order
Enter Purchase Requisition
Handle Direct Issue
Handle Express Purchase Requisition
Handle Purchase Order
Handle Purchase Requisition
Handle Purchase Requisition, Automatic Order Processing
Monitor Inventory Part Availability
Scrap from Stock