Run Capability Check
Explanation
Use this activity to run a capability check for a customer order or sales
quotation line. A capability check is an advanced order promising engine
which primarily verifies whether the requested delivery date can be met or
not. If the requested delivery date cannot be met, a new possible delivery
date is calculated. The capability check considers available stock and open
supplies, and optionally the available capacity after deducting already
planned workload on finite work centers and labor classes. It handles both
single and multi-level product structures as well as single and multi-site
setups. Optionally interim orders can be saved to hold material and
capacity. For further description of the capability check logic and all
parameters affecting the calculations, please refer to
About Capability
Check.
If the inventory part linked to the sales part on the sales
quotation or customer order line has Capability Check set to either
Reserve
and Allocate, Allocate only or Neither Reserve nor Allocate, a capability
check will be automatically performed when a new customer order line with
supply code DOP Order, Shop Order or Internal Purchase Transit/Direct is
saved, or an
existing line is edited. Capability check cannot be run automatically for a
sales qutoation line.
If Capability Check is set to
No Automatic
Capability Check, you must manually start the capability check by
selecting the relevant customer or sales quotation line, click Capability Check and then Run Capability Check. In the
dialog, select the appropriate option in the Reservation and Allocations
drop-down:
- Reserve and Allocate. Available when
supply code is set to DOP Order and the
customer order line has Release for Mtrl Planning
enabled, or the sales quotation is in Released or
Revised status and has Release for Planning
enabled.
- Allocate only. Available when supply code is set to
either DOP Order or Shop Order
and the customer order line has Release for Mtrl
Planning enabled, or the sales quotation is in Released
or Revised status and has Release for
Planning enabled.
- Neither Reserve nor Allocate. Available when
supply code is set to either DOP Order, Shop
Order, Invent Order, Int Purch Dir or
Int
Purch Trans.
Note: The capability check is a rather complex calculation
and it can be a time consuming activity to run. When the capability check is
running you cannot work with the application.
When the calculation is
completed, the result of the capability check can be analyzed using the
Capability Check Result page.
Prerequisites
- The customer order must not be released and the sales
quotation must not be been won/lost.
- If the part is configurable, it must have been configured.
- The customer order line must not be connected to a project activity.
- To run capability check from Customer Order
or Sales Quotation, the supply code
must be Shop Order, DOP Order,
Inventory Order or Internal Purchase Transit/Direct.
If the supply code is Internal Purchase Transit/Direct,
the sourcing option on the sales part at the supply site must be
Shop Order, Inventory Order or DOP
Order, and for sourcing option Shop Order the
part must be of part type Manufactured.
- Manufactured parts are required to have buildable structures and
routings.
- It is recommended to have Availability Check disabled on the
Inventory Part/Main tab.
- If Schedule and Create Load for Interim Order Operations
has been enabled for the site, the work centers must have a
resource that is valid within the entire evaluated date range.
System Effects
- If the requested delivery date cannot be met, the customer order or
sales quotation line is updated with a new planned delivery date. In
such case, a message will also appear stating the effects of running the
capability check and would ask if user wants to analyze the capability
check result in another page.
- If the entire sales stock is available a capability check will not
take place and a message asking you to change the supply code to
Invent Order, will appear.
- The Latest Release Date on the customer order or
sales quotation line is updated with the calculated earliest date any
supply must be started (the latest order date for a purchased part, or
manufacturing start date for a manufactured part).
- An interim order structure is created and the Interim Order
Header
field on the customer order or sales quotation line is updated.
- If Reservation and Allocation is set to
Neither Reserve nor Allocate, the interim structure is
cancelled once the calculation has completed. All interim orders are
deleted and only the header is saved.
- If Reservation and Allocation is set to either
Reserve and Allocate or Allocate only,
the interim structure is saved and the Capability Check
field
indicates that a capability check has been performed for the source line. The
interim orders allocate open supply and available stock in the
supply/demand view to avoid future capability checks to net from the
same supply within the part expected or cumulative lead time.
- If Reservation and Allocation is set to
Reserve and Allocate, available stock for parts with
DOP Netting enabled are reserved to the interim order.
- Regardless of the used Reservation and Allocation
option, a copy of the interim structure used in the calculation is saved
for analysis purpose and is visible from the Capability
Check Result page.
- If Schedule and Create Load for Interim Order Operations
has been enabled on the Site/Manufacturing
page and Reservation and Allocation is set to either
Reserve and Allocate or Allocate only, interim order operations will be scheduled and labor and machine load will be generated and saved
according to the interim order net quantity and routing.