Inventory ATP Query

You use this program to view the Available to Promise (ATP) details for a specific stock code/warehouse combination.

The sales department can use this program to check that they do not sell what the purchasing and production departments cannot supply. The production planning department can use the program (as an alternative to the pegging details) to establish the effects of a change in supply on demand emanating from higher levels of the product being constructed.

The ATP enquiry allows the viewing of the uncommitted portion of the stock. It is calculated up to and including the date of the planning time fence.

You can include one or more source warehouses in the ATP calculation for the warehouse you are querying. The stock on hand, supply and demand of the source warehouses are added to those of the queried warehouse. Use this, for example, when jobs are raised against a WIP warehouse and finished stock moves to the queried warehouse.

This program can be run at any time.

If you are new to this query, then the following information will help you achieve the best results:

• If you know the stock code, then you can enter it directly and press the Tab or Enter key to view the information.

  If you do not know the stock code, then you can use the browse function to locate the code.

• You can personalize this query in a number of ways. These include:

  • configuring property sheets (e.g. the section headed Stock Code Information). This includes being able to sequence items by dragging them up or down, to show important items first
  • configuring the Details listview. This includes being able to sequence columns by dragging them left or right, sorting columns and changing column widths
  • configuring the layout of the panes on the screen, including hiding or displaying panes

Tasks

• Generate ATP in MPS mode
• Generate ATP in non-MPS mode
• Include source warehouses in the ATP calculation

Toolbar and menu

Field	Description
File
Exit	This exits the program.
Options
MPS	This generates the supply of an MPS item from the build schedule.
Non MPS	This generates the supply of an MPS item from jobs and purchase orders.
Stock code	Enter the stock code for which you want to display the information. You cannot view details for a stock item defined as a Notional part (Stock Codes).
Find	Select this to use the Key Search program to locate items according to extensive search criteria.
Change date	Select this to enter a different run date for the ATP calculation. Enter the date in CCYY/MM/DD format. This field is disabled when an invalid stock code is entered in the Stock code field.
Rev/Rel	Select this to change the revision/release for an ECC controlled stock item. This field is disabled if an invalid stock code is entered in the Stock code field or when a non ECC controlled stock code is used.

List of warehouses

As you highlight a warehouse, the information in the ATP pane and the Details listview is refreshed to display the information for that warehouse.

If Use source warehouses is selected, the ATP for the highlighted warehouse includes stock on hand, supply and demand from the source warehouses. The highlighted warehouse is also in the sources list, it is counted once.

Source Warehouses

Field	Description
Use source warehouses	Select this check box to include the source warehouses in the ATP calculation for the warehouse highlighted in the List of warehouses pane. By default it is not selected.
Sources warehouses	This section is enabled when you select the Use source warehouses check box. Warehouse selection Indicate how you want to select the source warehouses: Single - include one warehouse. Enter it in From warehouse. Range - include a range of warehouses. Enter the first warehouse in the From warehouse and the last in the To warehouse. List - include a list of warehouses. Select Define list to enter the warehouses. From warehouse Indicate the source warehouse (Single) or the first warehouse in the range (Range) To warehouse Indicate the last warehouse in the range. Only enabled when Range is selected. List of warehouses Select Define list to choose the warehouses to include. Enabled when List is selected.

ATP

This displays the ATP information for the warehouse currently highlighted in the List of Warehouses pane.

MPS items (Stock Codes) include the build schedules as supply.

For non-MPS items, purchase orders are included when the purchase order status is 0, 1 or 4, the purchase order is active and incomplete, and there is a quantity outstanding. The purchase order date is calculated as Purchase order due date + dock to stock for the item (non-working days are taken into account for the dock to stock).

If you use source warehouses, the stock on hand, supply and demand of those warehouses are included. Supply Chain Transfers from a source warehouse to the queried warehouse are included as supply. Jobs in the source warehouses use the time fences of the stock code and queried warehouse.

The ATP for each period is calculated as follows:

• In the first period:

  The starting on hand balance + net requirements build schedule quantity (SUPPLY) - [sales orders + job allocations (DEMAND) for the same period, plus periods prior to the next net requirements build schedule.]

• For subsequent periods:

  Net requirements build schedules for the period - sales orders and job allocations for the same period plus periods prior to the next net requirements build schedule.

Column	Description
Date	Indicates the date of the supply or demand.
Regular	This indicates the quantity available in the current period. For the first period, this equals the stock on hand plus the supply in the current period less the demand in the current period up to the next build schedule or the planning time fence (whichever is earlier). This could be negative in the first period. If any of the other periods results in a negative ATP on the first pass, then the system reduces all the prior ATP results until it equals zero OR you get to the first period. For all subsequent periods it is one of the following: If a demand quantity has been scheduled for the period, the ATP is the supply quantity less all the demand quantities for the period and all demand in subsequent periods until the next supply is scheduled. If no supply quantity is scheduled for a period then the ATP is zero even if there is demand. Refer to Sample calculations for an example.
Cumulative	This indicates the cumulative quantity available, without look-ahead. This equals the ATP in the previous period plus the supply in the current period less the demand in the current period. This means it can include units also included in the ATP of other periods. The difference between this and normal ATP (discrete) is that in any period it is likely to include units also included in the ATP of other periods. In Syspro, you are not limited to using only the build schedules (MPS). If the item is defined as an MPS item (Stock Codes) then you can use the build schedules (MPS) or the actual supply (jobs, purchase orders, supply chain transfers and goods in transit). If you use source warehouses, actual supply also includes the stock on hand, jobs and other supply in those warehouses, including Supply Chain Transfers from those warehouses. Demand is not limited to sales orders, but includes demand from work in progress allocations and supply chain transfers. Refer to Sample calculations for an example.

Sample calculations

ATP - Available to promise is the portion of your inventory and planned production that is available to fill demand (typically sales orders).

Example 1

• ATP regular (also known as ATP discrete)

  • For the first period, the ATP is the beginning inventory (on hand) plus the supply for the first period (in this case 10) minus the demand for the first period and all the periods following up to, but not including, the next period with planned supply. In this example, supply is next planned in period 2, so only the demand for period 1 is used.

    ATP for period 1 = (STOCK + SUPPLY(1) - DEMAND(1) = (10 + 169) - 110 = 69

    Only the first period could be negative. If any of the other periods results in a negative ATP on the first pass, then the system reduces the ATP of all the prior periods until it equals zero OR the first period is reached.

  • For each periods after the first there are two possibilities:

    • If a supply has been scheduled for the period, the ATP is the supply quantity less all the demand quantities for the period and all folloiwng periods up to the next period with the scheduled supply.

    • If no supply quantity is scheduled for a period then the ATP is zero even if there is demand.

    ATP for period 2 = SUPPLY(2) - (DEMAND(2) = 169 - 80 = 89

    ATP for period 3 = SUPPLY(3) - (DEMAND(3) + DEMAND(4)) = 22 - (5 + 15) = 2

    ATP for period 4 = 0 (no supply is calculated

    Period 3 includes the demand for period 4 because period 4 has no supply. If the demand is greater than the supply, the ATP is set to 0 and the calculation rolls back to the previous period. This continues until the first period. If the result is still negative there, the ATP is negative.

• Cumulative ATP (WOL)

  ATP (WOL) indicates Available to Promise Without Look-Ahead.

  For each period, cumulative ATP is the cumulative ATP of the previous period, plus the supply for the period, minus the demand for the period. For the first period, the starting point is the stock on hand. The difference from ATP regular is that a period's figure can include units that are also counted in other periods.

  ATP for period 1 = (STOCK + SUPPLY(1)) - DEMAND(1) = (10 + 169) - 110 = 69

  ATP for period 2 = (69 + SUPPLY(2)) - DEMAND(2) = (69 + 169) - 80 = 158

  ATP for period 3 = (158 + SUPPLY(3)) - DEMAND(3) = (158 + 22) - 5 = 175

  ATP for period 4 = (175 + SUPPLY(4)) - DEMAND(4) = (175 + 0) - 15 = 160

• Cumulative ATP (WL)

  WL means with look-ahead. It is shown for comparison only. Syspro does not use this method. It differs from WOL because units produced in one period and committed to demand in a later period are left out of the periods before the one they are promised to. In this example, 15 units of the period 3 supply are committed to the period 4 demand. Period 3 is therefore 175 - 15 = 160, and period 4 is 160.

  Syspro does not use this method.

Example 2 - With Demand Time Fence

In this example, the demand time fence (DTF) falls in period 2 and the planning time fence (PTF) falls in period 6.

Gross required. Inside the demand time fence (periods 1 and 2), gross required is the sales orders. After the demand time fence, gross required is the forecast.

Projected available. Projected available starts at the stock on hand (32). For each period, it is the projected available of the previous period, plus the build schedule, minus the gross required. In period 8, projected available would fall to -11, so a build of 50 is suggested. This brings period 8 to 39.

Available to promise for the first period. This is the stock on hand less the sales orders up to the next build schedule or the planning time fence, whichever is earlier. The next build schedule is in period 3, so the calculation is the stock on hand (32), less the sales orders in period 1 (11) and period 2 (10). This gives an available to promise of 11 in period 1.

Available to promise for later periods. The calculation restarts at period 3, because a build schedule appears in this period. For periods other than the first, available to promise is the build schedule less the sales orders up to the next build schedule or the planning time fence, whichever is earlier. There is no further build schedule before the planning time fence, so the calculation stops at period 6, the period that contains the planning time fence. It takes the build schedule (50) and subtracts the sales orders for period 3 (10), period 4 (12), period 5 (8) and period 6 (6). This gives an available to promise of 14 in period 3.

Available to promise uses sales orders, not the forecast or gross required. Periods after the planning time fence are not included. The sales order of 26 in period 7 and the suggested build in period 8 therefore do not affect available to promise.

Stock Code Information

This displays information for the Stock code selected.

See Bought-out at warehouse level considerations in the Notes and warnings section.

Details

This displays the individual supply and demand that affects the available to promise for the stock item.

Column	Description
Date	Indicates the date of the supply or demand.
Reference	Indicates the source of the supply or demand (e.g. stock, purchase, job, sales order). It includes any Deplete oldest rev/rel material allocations, which indicates that there are more possible demands for the stock code and rev/rel (that will be specified at the time of the kit issue only).
Demand qty	Indicates the quantity to be shipped. Job allocations for by-products are displayed as negative demand.
Supply qty	Indicates the quantity to be received or on hand.
Warehouse	Indicates the warehouse of the supply or demand on the line, such as a sales order, purchase order or job. When you use source warehouses, this shows which warehouse each line comes from. For a Supply Chain Transfer, it shows the warehouse that receives the transfer. The stock row and the subtotal rows show no warehouse.
Proj on hand	Indicates the projected on hand balance. This is calculated as the (quantity available + the supply) for each period less the demand for each period. The result is carried forward to the next period.
ATP regular	Indicates the quantity available in the current period. For the first period, this equals the stock on hand plus the supply in the current period less the demand in the current period up to the next build schedule or the planning time fence (whichever is earlier). This could be negative in the first period. If any of the other periods results in a negative ATP on the first pass, then the system reduces all the prior ATP results until it equals zero OR you get to the first period. For all subsequent periods it is one of the following: If a demand quantity has been scheduled for the period, the ATP is the supply quantity less all the demand quantities for the period and all demand in subsequent periods until the next supply is scheduled. If no supply quantity is scheduled for a period then the ATP is zero even if there is demand. Refer to Sample calculations for an example.
ATP cumulative	Indicates the cumulative quantity available without look-ahead. This equals the ATP in the previous period plus the supply in the current period less the demand in the current period. This means it can include units also included in the ATP of other periods. The difference between this and normal ATP (discrete) is that in any period it is likely to include units also included in the ATP of other periods. Refer to Sample calculations for an example.

Notes and warnings

Coding considerations

• When this program is accessed from the Requirements Planning Query program, the available to promise details using the Requirements Planning snapshot tables is displayed. The word Snapshot is added to the window heading to indicate that the information relates to the snapshot data.

Bought-out at warehouse level considerations

• If an item is defined as bought-out at warehouse level (Inventory Warehouse Maintenance for Stock Code) then the supplier and lead time defined against the warehouse is used to calculate the various time fences instead of the values held against the stock code.

Generate ATP in MPS mode

This enables you to indicate that the supply of an item must be generated from the build schedule.

• From the Inventory ATP Query program, select MPS from the Options menu.

Generate ATP in non-MPS mode

This enables you to indicate that the supply of an item must be generated from jobs and purchase orders. You cannot perform this task for non-MPS items because the supply of the item can only be established from jobs and purchase orders (i.e. the build schedule is ignored).

• From the Inventory ATP Query program, select Non-MPS from the Options menu.

Include source warehouses in the ATP calculation

This lets you add the stock on hand, supply and demand of one or more other warehouses to the ATP calculation for the warehouse you are querying.

• Select the stock code and highlight the warehouse in the List of warehouses pane.

• Select the Use source warehouse(s) check box.

• Select the Warehouse selection method and enter the warehouse.

• Run the query.

Source warehouse considerations

• Source warehouses suit continuous production, where jobs are raised against a WIP warehouse and finished stock moves to the queried warehouse. The calculation assumes the stock and output of the source warehouses are available to the queried warehouse.

• Supply Chain Transfers from a source warehouse to the queried warehouse are included as supply.

• The time fences and planning horizon of the stock code and queried warehouse apply to all source warehouse jobs. Time fences defined for the source warehouse are ignored.

• The source warehouse selection applies to the current query only and is not saved. Lists you save with Save list as are kept, and you can load them again in later queries.