Inventory shortage handling

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:

1. External OPS (Order Promising Server) check by SCM Order Promiser.
2. ATP (Available to Promise)/CTP (Capable to Promise) check by Enterprise Planning.
3. Inventory check by Warehousing.

External OPS check

This inventory check can only be executed if all of the following are applicable:

• The Infor SCM Promising Server check box is selected in the Implemented Software Components (tccom0100s000) session.
• The item is a plan item.
• The Extended Inventory Check check box is selected.
• The Inventory Check Moment is set to Batch.

ATP/CTP check

This inventory check can only be executed if the following are applicable:

• No OPS inventory check can be executed.
• The item is a plan item and the CTP Check for Sales check box is selected in the Planning Parameters (cprpd0100m000) session.

Inventory check by Warehousing This inventory check can only be executed by Warehousing if one of the following is applicable:

• The item is not a plan item.
• The item is a plan item and the CTP Check for Sales check box is cleared in the Planning Parameters (cprpd0100m000) session.

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:

• The Automatic Inventory Shortage Handling check box in the Sales User Profiles (tdsls0139m000) session.
• The Automatic Inventory Shortage Handling fields in the Sales Order Types (tdsls0594m000) session.

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:

• Accepted

  The inventory check comes up with sufficient inventory to deliver the line on time.

• Not Accepted

  The inventory check comes up with insufficient inventory to deliver the line on time.

• Pending

  The line is waiting to be checked on available inventory.

• Exception

  An error occurred during the inventory check, which must be manually solved.

For these lines, you can view and maintain their promising status in the following promising lines sessions:

Accepted

A line obtains this status if:

• Sufficient inventory is available or the inventory shortage is solved.
• The line does not need to be checked on available inventory, such as in a direct delivery situation.
• The Extended Inventory Check functionality is not implemented.

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:

• Insufficient inventory is available or a shortage could not be solved.
• A line with the Exception status is manually set to Not Accepted in the Sales Order Promising Lines (tdsls4101m400), Sales Order Promising Line Components (tdsls4563m200), or Sales Quotation Promising Lines (tdsls1501m200) session.

In the promising lines  sessions, you can solve the inventory shortage as follows:

• On the appropriate menu, carry out one of the shortage options.
• For sales order (component) lines, on the appropriate menu, click Check Inventory Sales Orders. The Check Inventory Sales Orders (tdsls4217m000) session is started, which searches for an automatic inventory shortage handling option for the order type.
• Manually update the order (component) line or quotation line in the relevant session.

Pending

A line obtains this status if, in the Sales Order Types (tdsls0594m000) session, the Inventory Check Moment is set to Batch and:

• Available inventory must still be checked.
• Accepted, Not Accepted, or Exception lines are manually changed and must be re-checked on available inventory.

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.

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:

• Sales order (component) lines

  Planned inventory transactions are created when the order promising status becomes Accepted. If the Accepted status changes to another status for the line, the planned inventory transactions are reversed.

• Sales quotation lines

  Planned inventory transactions are created when the quotation promising status becomes Accepted and the expected success percentage is equal or higher than the Minimum Success Percentage for Consideration in Time Phased Inventory in the Sales Quotation Parameters (tdsls0100s100) session. If the Accepted status changes to another status for the line, the planned inventory transactions are reversed.