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, Int Purch Trans or Int Purch Dir is saved, or an existing line is edited. The other capability check related settings on Inventory Part/Manufacturing also impact how the capability check runs when it is started automatically. Capability check cannot be run automatically for a sales quotation 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. Before clicking OK in the Capability Check dialog, define the appropriate settings in the Options section:

• Reservation and Allocation Options: Select the appropriate type of reservation and allocation option to use for the capability check in the drop-down. The different options are:
  • 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. Also available when supply code is set to either Int Purch Trans or Int Purch Dir, the sourcing option for the sales part at the supply site is DOP Order or Shop Order, 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 Trans or Int Purch Dir.

• Include Only Firm Demands: Enable Include Only Firm Demands if you only want firm demands instead of all demands to be considered during the netting procedure in the capability check. Firm demands are typically customer order lines, shop order materials and demands created by capability check. Non-firm demands are typically MRP planned demands and MS unconsumed forecasts.
• Include Only Firm Supplies: Enable Include Only Firm Supplies if you only want firm supplies instead of all supplies to be considered during the netting procedure in the capability check. Firm supplies are typically purchase order lines, shop orders and supplies created by capability check. Non-firm supplies are typically purchase requisitions lines and shop order requisitions.
• Optimize New Delivery Date: Enable Optimize New Delivery Date if you want to optimize the new delivery date that is calculated in case the requested delivery date could not be fulfilled by considering open supplies which become available for interim orders when they are planned with later Scheduled Supply Dates.
• Run in Background: Enable Run in Background if you want the capability check to run as a background job instead of online.
• Run MRP: Enable Run MRP if you want a selective MRP to be triggered as a background job for the demanded part when the capability check is done. The selective MRP will create allocations for the parts in the structure which are planned to stock. These MRP created allocations are non-firm supplies and demands and will be considered in future capability checks to ensure the same available stock and open supplies are not netted again when Include Only Firm Demands and Include Only Firm Supplies are disabled. It is only possible to enable Run MRP:
  • If Reservation and Allocation Options is set to either Reserve and Allocate or Allocate only.
  • If the supply code is Invent Order and Release for Planning/Release for Mtrl Planning is enabled for the source sales quotation/customer order line. In case the source is a sales quotation line, the status of the sales quotation must be Released or Revised.
  • If the supply code is Int Purch Trans or Int Purch Dir, Release for Planning/Release for Mtrl Planning is enabled for the source sales quotation/customer order line and the sourcing option for the sales part at the supply site is Inventory Order. In case the source is a sales quotation line, the status of the sales quotation must be Released or Revised.
• Run CRP: Enable Run CRP if you want a CRP to run integrated with the selective MRP. The CRP will book machine and/or labor capacity for the parts in the structure which are planned to stock and ensure the same capacity is not used by another capability check in the future. It is only possible to enable Run CRP when Run MRP is enabled.

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 Int Purch Tran/Dir. If the supply code is Int Purch Trans or Int Purch Dir, 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 options 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 options is set to either Reserve and Allocate or Allocate only, the interim orders for parts for which pegged supply orders will be created when the customer order is released and their component interim orders are saved. The Capability Check field indicates that a capability check has been performed for the source line. The saved interim orders allocate available stock and open supplies 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 the Reservation and Allocation Options is Reserve and Allocate, available stock which were netted to interim orders for parts for which pegged supply orders will be created when the customer order is released are reserved to the interim orders. These interim orders have Create Pegged Orders at Release set to Yes.
  Note: Reservations can only be done for interim orders when the supply code of the source line is DOP Order. Reservation of an interim order belonging to another interim header than the topmost interim order header are only possible when the sales part connected to the inventory part on the topmost interim order for that specific header has sourcing option DOP Order.
• Regardless of the used Reservation and Allocation options, 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 options 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.
• If Run MRP is enabled the selective MRP runs as a background job for the demanded part when the capability check is done and creates allocations for the parts in the structure which are planned to stock. In case there are component parts supplied by another site, MRP will also run for these component parts at the supplying site. If the demanded part is master scheduled, master scheduling will run for the specific part before the selective MRP is started. This is done to make sure the demand from the source line consumes the master schedule forecast demand before MRP runs and hence, avoid calculating with double demands.
• If Run CRP is enabled CRP runs integrated with the selective MRP and books machine and/or labor capacity for the parts in the structure which are planned to stock.

Pages

Customer Order
Sales Quotation

Activity Diagrams

Enter Customer Order, Planning
Enter Sales Quotation
Enter Sales Quotation, CTO