Inventory > Transaction Processing > Inventory Demand Review

Inventory Demand Review

You use this program to review demand for stock items from sales orders and job allocations (typically upon receiving a supply) and to reserve, allocate or issue quantities to satisfy these demands.

Toolbar and menu

Field Description
Start Review Select this to display the demand for items included per the Demand criteria indicated.
Change Criteria Select this to change the Supply and/or Demand criteria after selecting the Start Review function.

Demand Criteria

Field Description
Include options Indicate the orders and/or jobs for which a demand exists. At least one of these options must be enabled.
Include SCT orders Enable this to include demand for back ordered items on Supply Chain Transfers in the review.
Include counter sales orders Enable this to include demand for back ordered items on counter sales in the review.
Include sales orders

Enable this to include demand for back ordered items on Sales orders in the review.

Only stocked merchandise lines are included.

The following are excluded:

  • Sales order lines for a parent part kit type K, S or F

  • Sales order lines linked to a Job, Requisition or Purchase order

  • Sales orders in suspense

  • Forward orders

  • Hierarchical sales orders

  • Sales orders with no back order quantity

  • Orders in a status higher than 3 (see Sales Order Status Codes)

  • Partially reserved Sales orders

  • Debit notes

  • Credit notes

  • Counter sales and SCTs - there are separate Include options for these order types.

Include jobs

Enable this to include demand for open allocations in work in progress jobs the review.

The following are excluded:

  • Completed jobs

  • Jobs on hold

  • Uncomfirmed jobs

  • Jobs connected to a supply source (e.g. a Sales Order)

  • Jobs with a reserved quantity, reserved lots or reserved serial

Partial reserved sales orders Enable this to include demand for partially reserved sales orders. This only applies when Reserving stock required is enabled (Sales Orders Setup) and you are allowed to override reserve stock options.

See Activity considerations in Notes and warnings.

Partial reserved job allocations Enable this to include demand for partially reserved job allocations. This only applies when Reserve stock for confirmed jobs is enabled (Work in Progress Setup).
Job options  
Reserve stock for allocations Enable this to place the Supply quantity in reserve against the job when you select Apply Supply Quantity.

This only applies when the Reserve stock for confirmed jobs option is enabled (Work in Progress Setup).

Sales order options

You cannot change these options when you are not allowed to override reserve stock options.

See Activity considerations in Notes and warnings.

Quantities to be reserved Enable this to place the Supply quantity in reserve against the sales order when you select Apply Supply Quantity.

This is enabled by default when Reserving stock required is enabled (Sales Orders Setup) and the Reserve stock default ship status is set to Reserve quantity (Sales Orders Setup).

Request lot/bin/serial when reserving Enable this to capture lot, bin and serial information (where applicable) when the Supply quantity is placed in reserve against a sales order.

This is enabled by default when Request lots/bin/serials is enabled for Reserving stock (Sales Orders Setup).

Jobs  
Job selection Indicate the jobs for which to review demand.
Sales orders  
Sales order selection Indicate the Sales orders, SCTs and/or Counter sales for which to review demand.
Required dates  
Required date selection Indicate the required dates for which to include orders and jobs in the review.
Customers  
Customer selection Indicate the customers for which to include orders and jobs in the review.
Customer classes  
Customer class selection Indicate the customer classes for which to include orders in the review.
Geographic areas  
Geographic area selection Indicate the geographic areas for which to include orders in the review.

Supply Criteria

These criteria are only applied to the Inventory Supply List listview.

Field Description
Stock codes  
Stock code selection Indicate the stock codes to include in the review.
Warehouses  
Warehouse selection Indicate the warehouses for which to include stock codes in the review.
Suppliers  
Supplier selection Indicate the suppliers for which to include stock codes in the review.
Buyers  
Buyer selection Indicate the buyers for which to include stock codes in the review.
Planners  
Planner selection Indicate the planners for which to include stock codes in the review.
Product classes  
Product class selection Indicate the product classes for which to include stock codes in the review.

Inventory Supply List

The availability for the stock codes indicated in the Supply Criteria pane is displayed.

Column Description
Available

The available quantity is re-calculated each time the review is run.

  • When both jobs and orders are included:

    Available = [QtyOnHand - (QtyAllocated - QtyOnBackOrder)] - QtyAllocatedWip

    where QtyAllocated includes QtyWipReserved

  • When jobs are excluded:

    Available = [QtyOnHand - (QtyAllocatedWip + QtyWipReserved)] - [(QtyAllocated - QtyWipReserved) - QtyOnBackOrder]

    where QtyAllocated includes QtyWipReserved

  • If only jobs are included (i.e. all sales order are excluded):

    Available = QtyOnHand - QtyAllocated

WIP quantities reserved are subtracted from the Available quantity.

Inventory Demand List

This displays the current demand for the stock code currently highlighted in the Inventory Supply List.

Column Description
Select All Select this to enable all lines for editing. A tick is placed in the Selected check box against all lines displayed in the listview.
Select None Select this to remove all lines from selection. The ticks are removed from the Selected check box against all lines displayed in the listview.
Apply Supply Quantity Select this to issue or reserve the Supply quantity to the selected lines in the listview. The Available quantity in the Inventory Supply List is reduced by the Supply quantity issued or reserved.

Lot, bin and serial information is requested, where applicable, and must be entered.

Auto depletion is checked and applied as follows:

  • Sales orders

    The option Automatic deplete in - Sales orders (Inventory Setup) is checked.

    If this is enabled, then auto depletion is applied to lots and bins items only. For serialized items the bin, lot and serial information must be supplied.

  • Jobs

    The preference Auto deplete lots and bins (Job Issues) is checked.

    • If this option is enabled, then you are not be prompted to enter lots and bins.

    • If this option is disabled, then you are not be prompted to enter lots and bins.

    • For serialized items, you are always prompted to enter serials and bins.

Mark Allocations as complete Select this to set all allocations for the selected lines to complete. This option is only enabled when not reserving stock for allocations.
Selected Enable this to be able to edit the Supply quantity and, where applicable, the Allocation complete column.
Type Indicates whether demand originates from a job allocation, sales order or SCT.
Required date Indicates the date on which the quantity is required.
Quantity required This indicates the quantity required to satisfy the demand.
Supply quantity This indicates the quantity to supply to the demand.
Job Indicates the job for which the demand quantity is required.
Job line Indicates the job line within the job for which the demand quantity is required.
Allocation complete Select this to set the allocation to complete for the line.
Sales order Indicates the sales order for which the demand quantity is required.
Sales order line Indicates the sales order line within the sales order for which the demand quantity is required.
Demand uom Indicates the unit of measure for the Quantity required. This is the order unit of measure for sales orders and SCTs and in the job unit of measure for job allocations.
Status The status is indicated after you select the Apply Supply Quantity function.

An error message is displayed in this column if the Supply quantity could not be reserved, issued or allocated.

Posted indicates that the Supply quantity was successfully reserved, issued or allocated.

Bins/Serials/Lots This column is displayed if you have called the Inventory Demand Review program from within the Job Receipts or WIP Inspection programs and the receipt is for an allocation that is lot traceable, serialized or requires bins.

A Capture hyperlink enables you to capture lots, bins and serials for the allocation.

Stock Information

This displays details of the stock code currently highlighted in the Inventory Supply List.

Hints and tips

As this program may take a while to process, it is advisable to use the filtering criteria for Stock code to narrow the number of records to be processed.

Not narrowing down the number of stock codes may make it appear that the program is hanging and not processing anything, while it is still actually processing.

A tickover message “Retrieving data…” is displayed together with each stock code as it is processed, according to the tickover setup against your operator code.

Notes and warnings

Restrictions and limits

  • This program does NOT replace existing functionality in Job Issues, WIP Reservations Review, Back Order Release and Release Reserved Stock.

Activity considerations

Operator access to the following activities within this program can be restricted. You configure this using the Operators program.

Activity Description
SO Allow override of reserve stock options when shipping sales orders Controls whether an operator can override the Reserve stock default ship status set in the Sales Orders Setup program when processing orders in the Sales Order Entry program.

When this activity is enabled, the operator is prompted to set the options for reserving stock when accessing the Sales Order Entry program (see SO Reserve or Ship Stock). In addition, the operator can indicate options for reserving stock when releasing items from backorder (Back Order Release) and when indicating demand criteria in the Inventory Demand Review program.