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 (or project MRP) to be triggered as a background
job for the demanded part when the capability check is done to create
allocations for the parts in the structure which are planned to stock. These 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.
Note: A selective project MRP is run for the demanded part instead of a
selective MRP if the source line is connected to a project activity. The
selective project MRP will be followed by selective MRPs if parts which
are not project planned exist in the structure.
- Run CRP: Enable Run CRP if you
want a CRP to run integrated with the selective MRP (or project 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.
- 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 was enabled a selective MRP (or project
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.
Note: A selective project MRP is run for the demanded part
instead of a selective MRP if the source line is connected to a project
activity. The selective project MRP will be followed by selective MRPs
if parts which are not project planned exist in the structure. In case
there are component parts supplied by another site, selective MRP will
run for these component parts at the supplying site.
- If Run CRP was enabled CRP runs integrated with the
selective MRP (or project MRP) and books machine and/or labor capacity for the parts in the structure
which are planned to stock.