E9.2 Sales Order Entry w/ 'Check Availability' and 'Quantity on Work Order Receipts'

agrothberg

Member
We are running into an issue where availability checks include inventory that does not exist today and will not exist by the time an order is set to be shipped. We are looking to fix this issue so that we can provide more accurate feedback to the customers at order entry time.

Specifically, we are currently using 'Check Availability' to flag line items on Sales Order Entry for which we have insufficient 'availability'. In addition, we have "Quantity on Work Order Receipts" checked.

What this means in practice is that the availability quantity used for availability checks is: `availability = on hand + WO Receipts + ..." The issue is that "WO Receipts" seems be _all_ WOs that are in the system regardless of whether they are expected to be completed before the ship or pick dates on the sales order (e.g. Original Promise Date (OPDJ), Promised Ship Date, or Scheduled Pick Date).

We are working around the issue for the time being by not entering WOs beyond our shipping window into the system so that their inventory is not included in our availability check. This is causing extra work for the production team in that they have to maintain a shadow list of WOs outside of the JDE system.

Alternatively, we should uncheck "Quantity on Work Order Receipts"; however, that will lead to incorrectly telling customers their line items are not available when in fact they will be by order ship / pick date.

Are we doing something fundamentally wrong here with how we use WOs and availability? or is there some workaround to get the effect that we want (doing the availability check based on the inventory that will be available by the ship / pick date)?
 
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