Run Capability Check

Explanation

Use this activity to run a capability check for customer orders or sales quotations. A capability check is an advanced order promising engine which will calculate possible delivery dates. It considers available capacity as well as available material for multi-level, multi-site product structures as well as for single-level product structures. Optionally interim orders can be saved to hold material as well as capacity, to increase the chances of fulfilling the delivery date as planned. When running a capability check, certain criteria apply. For further information on the specific criteria, refer to About Capability Check.

Prerequisites

• The customer order should not have been released and the sales quotation should not have been won/lost.
• If available capacity needs to be considered as well, the Constraint Based Scheduler (CBS) must be installed. Otherwise only the available material is considered.
• Inventory parts must have a planning method other than N or P.
• Manufactured parts are required to have buildable structures and routings.
• It is recommended to have the Availability Check disabled and the DOP Netting field set to No Netting for the inventory parts.

System Effects

• A message will appear stating the effects of running the capability check.
• The planned delivery date will appear or be changed.
• 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 Inventory Order, will appear.
• The system always sets a latest release date on the line.
• If an interim order is connected to the line, the interim order number is automatically displayed on the line. If an interim order is connected, the Capability Check check box is automatically selected by the system.
• 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; you will have to wait until you receive a message from the capability check.

Window

Customer Order
Sales Quotation
Source Order Lines Manually

Related Window Descriptions

Customer Order
Sales Quotation
Source Order Lines Manually

Procedure

Using the Customer Order and Sales Quotation windows:

1. Open one of the two above mentioned windows and query for the desired customer order/sales quotation.
2. Select the order/quotation line that you want to run the capability check for, right-click, point to Capability Check and then click Run Capability Check.
3. On the dialog box that opens up, select the reserve and allocation options from the list and click OK.
4. Repeat step 2 and 3 for each line that you wish to calculate.

Using the Source Order Lines Manually window:

1. Open the Source Order Lines Manually window and query for the desired order.
2. Select the desired line, right-click and click Run Capability Check.
3. Repeat for each line that you wish to calculate.