Inventory shortage handlingYou can check available inventory and resolve inventory shortages for sales quotation lines, sales order lines, and sales order component lines. Checking available inventory The following parameters determine if and when available inventory for a line is checked:
Inventory checks When inserting or updating a line, an inventory check is executed. The applicable inventory check is determined based on the following priority sequence for searching:
External OPS check This inventory check can only be executed if all of the following are applicable:
Note
ATP/CTP check This inventory check can only be executed if the following are applicable:
Inventory check by Warehousing This inventory check can only be executed by Warehousing if one of the following is applicable:
Note Alternative lines on sales quotations are not checked on available inventory before their status becomes Confirmed or Processed. The alternative line with the highest success percentage is checked on inventory. Carrying out inventory shortage options After the inventory for a line is checked and a shortage discovered, several options help you solve the inventory shortage. Whether LN automatically tries to solve the inventory shortage, or whether your interaction is required through the Inventory Shortage Menu (tdsls4830s000) session depends on:
Note If the automatic inventory shortage handling option that is defined for the order type is not applicable for a sales order or quotation, the Inventory Shortage Menu (tdsls4830s000) pops up from which you can select the action to take. Assigning a promising status If, in the Sales Quotation Parameters (tdsls0100s100) and Sales Order Parameters (tdsls0100s400) sessions, the Extended Inventory Check check box is selected, sales quotation lines, sales order lines, and sales order component lines receive a promising status in the inventory shortage handling process. The following statuses exist:
For these lines, you can view and maintain their promising status in the following promising lines sessions:
Note
Accepted A line obtains this status if:
Sales orders for which all (component) lines are Accepted, can be approved and continued to be processed. For more information, refer to Sales order procedure. Not Accepted A line obtains this status if:
In the promising lines sessions, you can solve the inventory shortage as follows:
Pending A line obtains this status if, in the Sales Order Types (tdsls0594m000) session, the Inventory Check Moment is set to Batch and:
Note A line receives the Pending status until it is checked on inventory in the Check Inventory Sales Orders (tdsls4217m000) session or in SCM Order Promiser. After the check, the line is set to Accepted, Not Accepted, or Exception. Exception A line obtains this status if LN cannot determine the status. If possible, an error message is logged in the Message Log (tcstl1500m000) session. You must manually solve the error. Note Sales order (component) lines with the Exception promising status cannot be checked on inventory in the Check Inventory Sales Orders (tdsls4217m000) session. To check the inventory for these lines, in one of the promising lines sessions, click an Exception line and, on the appropriate menu, choose Set to Not Accepted. The line's status changes to Not Accepted and can now be included in the inventory check in the Check Inventory Sales Orders (tdsls4217m000) session. After this check, it receives the Accepted, Not Accepted, or Exception status. Registering planned inventory transactions If, for planned items, the CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session, the following are applicable:
Note For non-plan items on sales quotation lines, planned inventory transactions are only written if the expected success percentage is equal to or higher than the Minimum Probability % for Time Phased Inventory. Therefore, for these items, planned inventory transactions are registered irrespective of the sales quotation line's promising status. Important! If the Infor SCM Promising Server check box is selected in the Implemented Software Components (tccom0100s000) session, planned inventory transactions are always written for sales order lines with plan items. The reason for this is that SCM Order Promiser uses the PIT data as input for its functionality.
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