Create Batch Balance from Supply
Explanation
Batch balancing is used for concurrent planning of components and their end
products. You can create a batch balance from a shop order requisition, a shop
order or a purchase order line.
To create a batch balance from Shop Order Requisition,
Shop Order Requisitions and Shop Order Requisitions Release
pages, click Create Batch Balance.
To create a batch
balance from Shop Order, Shop Orders,
Purchase Order, Purchase Order Lines and
Inventory Parts Intraday Availability/Supplies/Demands pages, click Batch Balance,
then click Create.
Prerequisites
Shop Order Requisition:
- Shop order requisition should have status ProposalCreated
- Ownership must be Company Owned
- Shop order requisition cannot be connected to a project
- Manufactured part cannot be a serial part
- Shop order requisition cannot be connected to a batch balance
Shop Order:
- The Shop Order Type should be Manufactured
- Demand Code should be Inventory Order
- Shop order should have status Planned, Released or
Reserved
- Ownership must be Company Owned
- Shop order requisition cannot be connected to a project
- Manufactured part cannot be a serial part
- Manufactured part cannot be a configured part
- Shop order cannot be connected to a batch balance
- Shop order must have Include as Supply option selected
Purchase Order Line:
- The part is an inventory part
- Demand Code should be Inventory Order
- Purchase order line should have status Released or Confirmed
- Ownership must be Company Owned
- Purchase order line cannot be connected to a project
- Purchased part cannot be a serial part
- Purchase order line cannot already be connected to a batch balance
System Effects
As a result of this activity a batch balance is created with the selected
order/requisition connected as a base supply.