Use availability check for non-stocked items

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The following describes how to enter a sales order for non-stocked items with the possibility to use BOM/BOR availability check. The availability check can either stop a sales order from being entered or give you a warning if the items are not available.

The availability check can be used for both parent items and components depending on how many levels you want to be checked. Whether or not a certain parent item or component should be included in the sales order availability check is defined per item in the Item file.

Prerequisites
The BOM/BOR availability check can only be used for non-stocked items if DC1 Manufacturing is installed and activated, and if the following fields are set up in the Item file:

The item’s lead time must be entered in the Lead time field. If this field is blank, the item’s production lead time will be used in the sales order availability check.
Item type must be set to 1 (end product) or 2 (sub-assembly).
Availability check must be set to either 1 (sales order entry not allowed if item is not available) or 2 (warning if item is not available).
One, or several, of the following fields must be set to YES:

Avail check BOM (availability check is made on the item’s base bill of material (variant 000).
Avail check BOR (availability check is made on the item’s base bill of routing (variant 000).
Avail check SOP (availability check is made on the item’s sales and operation plan).

The following will illustrate a sales order availability check for a parent item (item type 1) with item class 2 (non-stock item), for which the Availability check field is set to 1 and for which Avail check BOM and Avail check BOR are set to YES.

Repeat steps 1 through 3 in Manually enter a sales order.
You access Work with sales orders, Order lines. Complete the following fields:

Whs: Enter the warehouse for the item.
Item/Assortment: Enter an item code from the Item file.
Quantity: Enter the quantity to sell, per selling unit.

Refer to the Panel help for information about the remaining fields. Click OK.

You access Work with sales orders, Order line, main info. A message is displayed stating how many items are available and when complete delivery is possible. For the purpose of this example the availability check is set up to stop all sales order entries if the item is not available. The order entry will therefore not be accepted by the system. Click the Fnc list function key and select the Material/Capacity clearance function.
You access either Material clearance enquiry or Capacity clearance enquiry where you can view and analyse why the items cannot be delivered immediately.

Material clearance enquiry: Analyse shortage of material through time axis and material clearance for all levels in the item’s bill of material.
Capacity clearance enquiry: Analyse workload and tool allocation for the operations in the item’s bill of routing.

Return to Work with sales orders, Order line, main info.

What to do next?
You have been denied to enter a sales order line for an item since there is not enough in stock. You now have the following options:

Change the quantity on the sales order line to a quantity that is available.
Change the delivery date to a date when complete delivery is possible.
Split the quantity into two order lines. One with the available quantity, and another with the remaining quantity at a later date.

For the purpose of this example, change the delivery date and click OK.

You access Manufacturing order creation. Since there is no stock on hand, a manufacturing order has to be created for the ordered quantity.
Click OK, then exit the order.

Result
The sales order has been accepted and a manufacturing order has been created so that the ordered quantity will be available in stock. See About creating manufacturing orders from other routines than manufacturing order entry for more information.