Balance Supply to Parent Demands
Explanation
You can balance the supply quantity of a component on a shop order requisition, purchase order line or a shop
order to demands for parent part shop order requisitions and shop orders. Select a node for a base supply in the
tree structure, then select a parent demand to balance from the Parent Part Demand tab. Now you
can either:
- Connect the requisition or order with its existing lot size by clicking Connect to Balance.
- Connect an order or requisition with a new lot size by entering the desired quantity in the Quantity in
Balance field.
- Connect an order or requisition by entering the amount of the component you want to balance out to this
demand by editing the Component Qty Required in Balance field. The new lot size will be automatically
calculated to match the component quantity required entered.
Prerequisites
A batch balance node must exist.
To balance the supply to a shop order requisition:
- The revision/alternate on the shop order requisition should use the part to balance as a component.
- The shop order requisition should have status Proposal Created.
- The Requisition Type should be Manufacturing.
- Ownership must be Company Owned.
- The shop order requisition cannot be connected to a project.
- The manufactured part cannot be a serial part.
- The shop order requisition cannot be connected to a batch balance.
To balance the supply to a shop order:
- The part to balance should exists as a material line on the shop order.
- The Order Type should be Manufacturing.
- Demand Code should be Inventory Order.
- The shop order should have status Planned or Released.
- 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 enabled.
- Component part to balance should not be the same as the manufactured part on the shop order.
System Effects
As a result of this activity, demand orders gets connected to the selected supply and new nodes in the batch
balance are generated and displayed in the tree structure. Adjusted quantities update the lot sizes of the demand
orders.