Time-phased inventory check

With a time-phased inventory check, the availability of sufficient inventory during the item's order lead time can be checked for sales order lines or sales quotation lines. This means that the difference between the inventory on hand and the allocations at that particular moment are ignored. Instead, LN considers the difference between the inventory on hand and all planned inventory transactions during the entire order lead time

LN performs a time-phased inventory check only if:

  • The delivery date falls within the order lead time.
  • For sales orders, the Time-Phased Inventory Check check box is selected in the Sales Order Parameters (tdsls0100s400) session.
  • For sales quotations, the Inventory Check during Quotation Line Entry, Inventory Check during Confirmation, or Inventory Check during Processing parameters are set to Time-Phased in the Sales Quotation Parameters (tdsls0100s100) session.

Example

Current date 01-10 -
Current inventory on hand 100 -
Planned purchase receipt on 01-11 25 units
Planned sales order on 10-11 100 units
Planned sales order on 01-12 1000 units
Order lead time 2 months -

A time-phased inventory check registers the following available inventory:

01-11 125 units
10-11 25 units
01-12 -975 units

If you enter a sales order for 100 units on 10-10 with 15-11 as the delivery date, a time-phased inventory check is performed. The delivery date falls within the order lead-time (before 01-12). The available inventory on 15-11 is 25 units. Because the allocation of 100 units exceeds the available inventory, LN automatically takes the correct action, or starts the Inventory Shortage Menu (tdsls4830s000) session in which you can select the required action.