Stocked

Caution: 
This field does not indicate whether an item is normally kept in stock or not.

Select this field to use the dynamic allocation (soft-pegging) feature of APS or MRP when planning supply orders for a parent demand. When selected, supply orders are created utilizing lead-time rules and optimizing planning criteria, such as price breaks, order multiples and min/max. Purchase orders, transfer orders, jobs, JIT transactions, and production schedules, when finished or received, result in supply items being placed into Inventory, where they are immediately available to satisfy demand, by issuing them to a higher-level job, production schedule, project, or shipment to a customer. Supply orders and inventory items are soft-allocated to demand by APS or MRP, and are prioritized by their dynamic start date or ship date. Typically, this field is selected for the majority, or all, items.

Deselect this field to suspend dynamic allocation and require manual cross-referencing of supplies to a single demand, such as a job, project, or customer order. Cross-referenced supplies are applied directly to their hard-pegged demand when received or finished, without being passed through inventory. Because they are hard-pegged, these supplies are not available to be used to satisfy a different demand. Manual cross-referencing works effectively when supplies and demands are unique, are always “one for one” or “one offs,” etc., and there is no need to optimize planning criteria.

Caution: 
Deselecting this field can lead to excess inventory. Because the system no longer creates the orders for cross-referenced supplies, existing inventory, or existing open supply orders that can satisfy that demand, may be missed when the manual cross references are created. Furthermore, because the system expects all lead-time and order date management for cross-referenced orders to be manual, it does not optimize planning criteria such as price breaks, order multiples or min/max. Therefore, great care should be taken when determining which items should use this field and which should not.

To hard-peg cross-references to demands, use these forms:

  • Estimate Lines
  • Customer Order Lines
  • Transfer Order Lines
  • Jobs
  • Project Resources

To hard-peg cross-references to specific supply orders, use these forms:

  • Jobs
  • Production Schedules
  • Purchase Orders
  • Transfer Orders