Handle Shortage

Explanation

You can reserve parts automatically in three ways: line-by-line, order-by-order or via a batch job. When reserving automatically the system will try to reserve the ordered quantity from the inventory location with the earliest expiration date or the earliest receipt date. The order-by order reservation is performed in the Reserve Customer Orders window. The line-by-line reservation is performed in the Reserve Customer Order Lines window. The batch job is performed in the Create Customer Order Reservations window.

Use this activity to handle order lines that were not reserved automatically. When running the automatic reservation function, the system will try to reserve the ordered quantity from an inventory location. If there are not enough parts available at stock the customer order will be stopped in the order flow and it will appear in Handle Customer Order Shortages.

You can re-plan and solve the shortage problem on your order/order lines either by advancing the delivery date or reducing the quantity on the order line. The reduced quantity must be greater than zero (0). To handle a shortage of 100% the order/order line must be cancelled.

Prerequisites

• A customer order must have been entered, saved, and released.
• The ordered parts must exist as inventory registered sales parts.
• An unsuccessful reservation must have been executed.
• A shortage must exist on an order, to which parts can be distributed.

System Effects

The shortage on the customer order line is resolved and the order is ready to continue in the order flow defined for the order type.

Window

Handle Customer Order Shortages

Related Window Descriptions

Handle Customer Order Shortages
Reserve Customer Order Lines
Create Customer Order Reservations
Reserve Customer Order

Procedure

1. Search for the order line(s) via the Populate or Query function.
2. Study the reason for the shortage in the Description of Reservation Problem field.
3. Select the desired order line(s) and either reduce the quantity of parts displayed in the Sales Qty column or enter a later date in the Planned Due Date column.
4. Save when completed.
5. Whenever you have resolved the shortage problems, you could re-run the reservation function by right-clicking and then clicking Reserve Line, or using the reserve function in the Operations menu.