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Order Availability

This screen allows you to assess current stock with a view to assessing whether an Order can be released or delivered.   It goes through the following steps

 

1.  Define which Orders, and in what priority sequence, are to assessed

2.  Define partial or complete order fulfilment options

3.  Run assessment against Current stock levels or selected Purchase Receipt

 

The resultant views show both what Orders are available to be picked in addition to viewing and assessing any shortages

 

Order Availability - Initial Screen

 

Whenever this routine is called an initial parameter screen is presented.  This is prefilled with the settings already entered into Requirement Rules but can be amended here and made specific to this Availability run

 

Input and Display fields

 

(Radio Button): You should select the required option.  These are:

Create New Run - This will create new Availability information taking into account the selection parameters.  This option will overwrite any existing Order Availability details

Open Previous Run – This will display details of the previous Order Availability run

 

Last Run Date and Time: Display only field showing the Date and Time when the last Order Availability run took place

 

Priority Sequencing:  Three fields are available for you to define the priorities by which the stock availability will be carried out.  Priority Field 1 defines the major priority order.  Within that priority you can define a lower (Priority Field 2) priority and so on with Priority 3.  The available options against each Priority level are:

None - No priority sequence

Required Date - The Order Required Date

Order Date - The Date the Order was raised

Customer Priority - The Priority defined against the Customer master

Order Priority - The Priority Number defined against the Order

Order Started - Orders whose status is ‘In Progress’ come first

 

Order Classes:  Three checkboxes are available for you to define which Order Classes you want included in this Order Availability run.  ‘Check’ the checkbox against the required Order class from

 

Include Status: Ostendo will always include Open and In-Progress Order statuses in the Availability run.  You also have the option to include Orders with other statuses by ‘checking’ the appropriate checkbox.  The other statuses are;

 

How Stock is Allocated by Order: You can select the way stock allocations are made by selecting the option from the drop-down list.  The options are;

Partial order Fulfilment Allowed - You can allocate the line quantity even though other lines in the order cannot be fully satisfied

Only Full Order Fulfilment Allowed - If any line in the order cannot be fully satisfied then none of the lines in the Order will be included

Determined by Order Full Delivery Flag - If any line in an Order flagged as ‘Full Delivery’ cannot be fully satisfied then none of the lines in that Order will be included.  Any Order not flagged as ‘Full Delivery’ will be treated as ‘Partial Fulfilment Allowed’

 

Demand Up To Required Date: This denotes that all selected orders whose Required Date is equal to, or earlier than, this date will be included.  This field is prefilled with the date determined from the system date plus the number of days defined in the Requirements Rules screen.  It can be amended by typing in a date or selecting it from the drop-down calendar

 

Future Supply Order Settings: This option is used in the ‘Shortages’ panel of the Order Availability screen.  It allows you to assess shortages and compare them against Supply Orders.   The entry options here are:

Include in Shortages - ‘Check’ this checkbox if you wish to see Supply Orders in the Shortage view

Up To - All Supply Orders up to this date will be included.  It is prefilled with the system date but can be amended by typing in a date or selecting it from the drop-down calendar

 

Restrict to Site: This option allows you to restrict the Order Availability run to be restricted to all stock at a given Site.  The entry options here are:

Restrict to Site - ‘Check’ this checkbox if you wish to restrict the Stock availability to all Warehouses linked to a specified Site

(Site) - From the drop-down list select the Site to be assessed

 

Restrict to Purchase receipt: This option allows you to focus on a specific Purchase receipt (in addition to current stock levels).  The combination can then be processed for Order Availability.  The entry options here are:

Restrict to Purchase receipt - ‘Check’ this checkbox if you wish to assess the Order Availability by including this Receipt.

(Receipt) - From the drop-down list select the Purchase receipt reference to be assessed

 

 

Buttons

 

OK: This will commence the Order Availability routine.  At the end the Order Availability Results screen will be presented

 

Cancel: Exits this panel without taking any action

 

 

Order Availability Results

 

This screen is presented:

 

‘Results’ Panel

 

This panel shows the results of the Order Availability run with options to make changes to the evaluated results

 

Input and Display fields

 

The upper part of this screen displays the parameter criteria entered to gain the results.  These criteria are:

 

Priority Sequencing:  Three fields are displayed showing the priorities by which the stock availability was be carried out.  The available options against each Priority level are:

None - No priority sequence

Required Date - The Order Required Date

Order Date - The Date the Order was raised

Customer Priority - The Priority defined against the Customer master

Order Priority - The Priority Number defined against the Order

Order Started - Orders whose status is ‘In Progress’ come first

 

Order Classes:  Display only fields showing which Order Classes were included in the Order Availability run.

 

Include Status: Ostendo always includes Open and In-Progress Order statuses.  In addition the additional ‘checked’ statuses were also included

 

How Stock is Allocated by Order: This displays the selected option that dictates the way stock allocations are made.  The options are;

Partial order Fulfilment Allowed - Allocation are made to lines even though other lines in the order cannot be fully satisfied

Only Full Order Fulfilment Allowed - Orders that cannot be fully satisfied are excluded.

Determined by Order Full Delivery Flag - Orders flagged as ‘Full Delivery’ cannot be fully satisfied then they are excluded from this allocation.  Orders not flagged as ‘Full Delivery’ will be treated as ‘Partial Fulfilment Allowed’

 

Demand Up To Required Date:  All selected orders whose Required Date is equal to, or earlier than, this date have been included.

 

Future Supply Order Settings: This option is used in the ‘Shortages’ panel of the Order Availability screen.  It allows you to assess shortages and compare them against Supply Orders.   The displayed options are:

Include in Shortages - This is ‘checked’ if Supply Orders are included in the Shortage view

Up To - If the ‘Include in Shortages’ checkbox is ‘checked’ then all Supply Orders up to this date have been included.

 

Restrict to Site: If the selection has been restricted to a specific Site then the Site is displayed here

 

Restrict to Purchase receipt: If a Purchase receipt was included in the selection criteria then that receipt number is displayed here.

 

Action Bar

 

Two buttons are available on this 'Action' Bar

 

Release Orders: If you click on the drop-down list you can select the action that you wish to be carried out.  You will be asked to confirm the action after which the selected 'Available' Order will be adjusted accordingly.  The options available from the drop-down list are:

Jobs - Change 'Open' Order status to 'In Progress'

Assemblies - Change 'Open' Order status to 'In Progress'

Delivery Orders - Generate Delivery Batches

Counter Sale Orders - Change 'Open' Order status to 'In Progress'

 

Print: If you click on the drop-down list you can select the documents that you want to be printed.  You will be asked to confirm your selection after which the documents for the selected 'Available' Orders will be printed.  The options available from the drop-down list are:

Job Sheets - Not Printed - Print selected Job Sheets that have not yet been printed

Job Sheets - All - Print all selected Jobs Sheets

Assembly Sheet - Not Printed - Print selected Assembly Sheets that have not yet been printed

Assembly Sheets - All - Print all selected Assembly Sheets

Delivery Picklists - Not Printed - Print selected Delivery Picklists that have not yet been printed

Delivery Picklists - All - Print all selected Delivery Picklists

Counter Picklists - All - Print all selected 'Counter' Sales Order Picklists

 

‘Orders’ Tab

 

This shows the results of the Order Availability run.  In this screen fields ‘Order Priority’, ‘Available’, or ‘No Shortages Allowed’ fields can be amended if required.  Having made the amendments you should click the ‘Re-Generate Results’ button to re-evaluate Order Availability.

 

The following fields are shown in this grid

 

Seq No: This is a control sequence number generated by the Order Availability Generate run and cannot be changed.

 

Priority: This value is taken from the Order Header priority.  You can change this to any number from 1 to 9 (1 being the highest priority).   You should note that making a change here will also update the current Priority against the Order Header.

 

Order Class:  Display only field showing the Order Class of this line.  The displayed options are:

 

Order Number:  Display only field showing the Order Number within the Order Class.

 

Available:  This denotes whether the Stock is available in relation to the Allocation Policy defined by this run.  I.e.

Partial order Fulfilment Allowed - This will be ‘checked’ if any line in the Order is available

Only Full Order Fulfilment Allowed - This will be ‘checked’ if all lines in the Order are available

Determined by Order Full Delivery Flag - This will be set in line with the ‘Full Delivery Only’ checkbox held against the Order.  I.e.

 

Required Date:  Display only field showing the Required Date of the Order.

 

Order Date:  Display only field showing the Date the Order was raised.

 

Order Status:  Display only field showing the current status of the Order.

 

Line Count:  Display only field showing the number of Lines in this Order.

 

Shortages:  Display only field showing the number of lines that could not be fulfilled by this Sales Allocation run.

 

No Shortages Allowed:  This is a checkbox that shows the status of the ‘Full Delivery Only’ checkbox for this Order.  You have the option to ‘check’ or ‘uncheck’ this box.  You should then click on the ‘Re-Generate Results’ button to take account of this change

 

Customer Priority:  Display only field showing the content of the ‘Priority’ field in the Customer master record

 

Delivery No:  Display only field showing the Delivery Number if this is a Sales Order with Sales Style of ‘Delivery’.

 

Tracking status : Display only field

 

Tracking Colour : Display only field

 

Order Description : Can be modified

 

Planning Note : Can be modified

 

Purchase Reference : Can be modified

 

 

Buttons

 

Re-Create Availability: This will bring up the ‘Order Availability - Initial Screen’ for regeneration of Order Availability with new run parameters

 

Re-Generate Results: Taking into account any changes made to ‘Priority’ or ‘No Shortages Allowed’ this button will regenerate the Order Availability using the previous run parameters

 

 

‘Lines’ Tab

 

For the selected line in the ‘Orders’ tab this screen shows the Line details for the Order.  All fields are display only

 

The following fields are shown in this tab

 

Upper panel

 

Line No: The Line Number within the Order.  If the Item is within a Kitset or Task Bill then this is the Line Number of the Kitset or Task Bill shown in the lower panel.

 

Code: The Item Code applicable to this line.

 

Description: Description of the Item Code

 

Unit: The base Unit of Measure applicable to this Item Code.

 

Order Qty: The quantity - in the base unit of measure - ordered for this line.

 

Remaining Qty: The quantity yet to be delivered from this order line

 

Total Allocated: The quantity allocated by the Sales Allocation run

 

Shortage Qty: The quantity short (Remaining Qty - Total Allocated) for this Line

 

Stock Availability: The calculated Free Stock after higher Priority allocations have been taken into account

 

Receipt Availability: The calculated Free Stock after higher Priority allocations have been taken into account from a specific Purchase Receipt reference

 

Stock Allocation: The quantity allocated to this line from Inventory stock

 

Receipt  Allocation: The quantity allocated to this line from a Purchase receipt reference

 

On-Hand Qty: The current total On-Hand quantity in stock

 

Receipt Qty: The total quantity in the Purchase receipt reference

 

Parent Code: If this Line is contained in a Task Bill Code or Kitset Code then Code Identity will be displayed here.  Note: The Task Bill Code or the Kitset Code will be displayed in the lower panel

 

Lower panel

 

This panel shows all the Descriptors, Labour Codes, Task Bill Codes, and Kitset Codes that are also included in the Order

 

Line No: The Line Number within the Order. 

 

Code Type: The type of line.  The displayed options are:

 

Code: The specific Code related to the Code Type

 

Description: Description of the Code

 

Unit: The Unit of Measure applicable to the Code.

 

Order Qty: The quantity ordered for this line.

 

Remaining Qty: The quantity yet to be issued to this order line

 

 

Buttons

 

Close: This will close the Order Availability results screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Related: This will bring up a list of functions that are related to Order Availability results.  You may open and maintain information in those screens whilst still remaining in the Order Availability results screen.

 

Reports: This will bring up a list of Reports that are related to Order Availability results.  You can immediately run the report whilst still remaining in the Order Availability results screen.

 

 

‘Shortages’ Tab

 

This panel shows all the Items where there is insufficient stock to satisfy the Order Allocation demands.  For any selected Item the lower panel shows all current Supply Orders with their quantities and due dates.  This is for information only and editing is not allowed.

 

Upper Panel

 

Item Code: The Item Code that is having a shortage.

 

Description: Description of the Item Code

 

Unit: The base Unit of Measure applicable to this Item Code.

 

First Shortage Date: The date against the Order where the cumulative allocated quantity exceeded the current available quantity

 

Shortage Qty: The quantity - in the base unit of measure - short for this line.

 

First Supply Date: The date of the first Supply Order - displayed in the lower panel - that could satisfy this shortage

 

Supply Qty: The quantity scheduled to be received in the first Supply Order in the Lower panel

 

Lower Panel

 

Order Class: The Order Class of the Supply Orders.  The Display options are:

 

Order Number:  Display only field showing the Order Number within the Order Class.

 

Required Date: The Required Date of the line within the Supply Order

 

Supply Qty: The remaining quantity to be received from the Supply Order

 

Supplier: If the Order Class is ‘Purchase orders’ then the Purchase order number will be displayed.

 

Planning Note : Brief notes can be entered here.

 

 

Buttons

 

Close: This will close the Order Availability results screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Related: This will bring up a list of functions that are related to Order Availability results.  You may open and maintain information in those screens whilst still remaining in the Order Availability results screen.

 

Reports: This will bring up a list of Reports that are related to Order Availability results.  You can immediately run the report whilst still remaining in the Order Availability results screen.