PeopleSoft Enterprise Inventory 9.1 PeopleBook

Managing Stock Shortages

This chapter provides an overview of the Shortage Workbench and discusses how to:

Set up the Shortage Workbench.
Use the Shortage Workbench.

Understanding Shortage Handling in PeopleSoft Inventory

The Shortage Workbench is an online component enables you to monitor and control stock shortages and other fulfillment issues. Users can view shortages and take action to fill the outstanding orders. The Shortage Workbench only selects:

Demand lines that are in the Unfulfilled or Releasable state.
Work order demand lines in the Pending state that have been committed to inventory's demand fulfillment table.

Work order demand lines that are on a pick plan are not selected by the Shortage Workbench.

The Shortage Workbench can perform several actions on a set of orders or a set of demand lines, including:

Release a demand line with stock shortages to the Releasable state enabling the shortage to be viewed and dealt with in the picking and shipping processes.
Soft-reserve stock.

The reservation of the demand line can be done with or without the reservation rules.
Set a demand line from the Unfulfilled state to the Releasable state and execute any backorder rules.
Set the demand line back to the Unfulfilled state from the Releasable state.
Create, cancel, or approve backorders.

Note. If the Create Adhoc Requisitions check box is selected on the Setup Fulfillment page, then the creation of a backorder in the Shortage Workbench will create an adhoc replenishment request for PeopleSoft Purchasing.
Unreserving demand lines with soft-reserve items that are in an Unfulfilled or Releasable state.
Unpromising demand lines with ATP items that are in an Unfulfilled or Releasable state.
De-allocating demand lines that have been pre-allocated or lot-allocated and are in an Unfulfilled or Releasable state. This includes pre-allocations created by the pegging feature.
Create a pre-allocation on a demand line in the Unfulfilled or Releasable state.

See Allocating Orders in Demand Fulfillment.
Approve stock requests.
Approve partial quantity fulfillment for sales orders and materials stock requests.
Override the soft-reserved, promised, or picking quantity of a demand line.
Reserve or unreserve work order demand lines from PeopleSoft Maintenance Management.
De-allocating work order demand lines that have been pre-allocated or lot-allocated. These lines are in a pending state.

Note. If the Reserve Online check box has been selected on the Setup Fulfillment-Reservation page, then the Reserve Materials process is not used. You must use the Shortage Workbench to reserve all demand lines.

A template will restrict users in the Shortage Workbench to the proper actions and fields for their job positions.

In addition, by demand line, the Shortage Workbench gives you access to:

The Stock Request inquiry page to view the details and status of a particular order line.
The Item/Product Availability inquiry page to check item quantities and view future supply
The Pegging Workbench to peg to anticipated supply at the demand lines level and the Pegging Inquiry to view existing peg chains.

To access the pegging pages from the Shortage Workbench, the user must be defined on the User Security pegging setup page and the action must be enabled on the workbench template.
The Kit Display inquiry page to view the details of a product kit entered on a sales order or material stock request.

Common Elements Used in This Chapter

Select by Date	Choose the date to select orders for shipping. Values are: Order Date: Select to process orders based on the order date. Enter a date range in the Date From and Through fields. For just one specific date, use theDate From field only. Orders Placed Today: Select to process orders entered in the system today. Schedule Date: Select to process orders based on a the scheduled shipment date defined on the order demand line. Enter a date range in the Date From and Through fields. For just one specific date, use theDate From field only. Ship Early Date: Select to process orders based on the Earliest Ship Date field of the order demand line. Enter a date range in the Date From and Through fields. For just one specific date, use the Date From field only. Note. If the Verify Ship Date and Verify Ship Time check boxes have been selected on the Setup Fulfillment component, then the system does not allow you to ship until the scheduled shipment date and time on the order are less than or equal to the current date and time. If the Ship Prior to Schedule Date check box is selected on the order, then the earliest ship date and earliest ship time would also be used to determine when shipping was allowed.
Source	Restrict the orders selected for shipment to one of the following sources: IN: Material stock requests created in PeopleSoft Inventory. OM: Sales orders created in PeopleSoft Order Management. PL: Planning requisitions from PeopleSoft Supply Planning. RT: Return to vendor (RTV) stock requests.
Source Unit or Source Bus Unit	Enter the business unit where the order originated.
Order Number and To	Enter the order number or range of order numbers to be shipped. The order can be a sales order from PeopleSoft Order Management or a material stock request from PeopleSoft Inventory, Purchasing, Manufacturing, or Supply Planning. If you enter a range of orders using the Order Number and To fields, then the system processes all orders, sorted in alphanumerical order, that fall between the starting and ending order numbers.
Order Line and Schedule Line	Enter the line number and schedule line number of the order number specified above.
Load ID	Enter to select orders assigned to a single load ID.
Route Group and Route Code	Enter to select orders grouped together for a particular transportation grouping and transportation route for delivery of the order.
Customer ID and Location	Enter to select orders to ship that were entered for a particular customer and customer location.
Carrier ID	Enter to select orders to ship with one carrier.
Ship Via Code	Enter to select orders to ship using one shipping method.
Delivery ID	Enter to select order lines assigned to a single delivery ID. Deliveries are logical groupings of order lines that can be shipped together. PeopleSoft Inventory and Order Management can use these groupings for pricing sales orders, adding freight charges, and packing shipping containers. Each delivery is assigned a unique delivery ID. See Understanding PeopleSoft Delivery Management and Freight Calculations.
TMS Reference ID and TMS Reference Line	Enter to select orders or a single demand line by the TMS reference ID or line number assigned during the interface to the transportation management system.
Priority	Enter a shipping priority code that are assigned to sales orders in PeopleSoft Order Management or to interunit transfers coming from PeopleSoft Supply Planning. Note. PeopleSoft Inventory is delivered by PeopleSoft, such that this field is only relevant for sales orders or interunit transfers created from PeopleSoft Supply Planning. However, the field is always available for entry to support modifications and third-party integration.
Product ID	Enter the product ID from PeopleSoft Order Management.
Parent Product ID	Enter the parent of a product kit from PeopleSoft Order Management.

Setting Up the Shortage Workbench

To enter data into the Shortage Workbench, you must define one or more templates in the Template Maintenance component. A template ID is a collection of configuration options used to dynamically generate the selection criteria and other fields that appear to the user on the workbench. The fields are organized hierarchically, first by category and then by subcategory, so that multiple sets of fields can be defined for a page within the same template. Access can be granted to a template at the set ID level, at the business unit level, by user role, or by user ID. Set up different templates for different sets of users or business units; for example, an inventory supervisor would have greater access to view and edit more fields than a shipping clerk and a customer service representative would only be interested in sales orders from PeopleSoft Order Management.

In order to add a template ID, you must identify the template code to be used. Template codes are system defined and cannot be altered. The system delivers the template code SHORT_WRKBENCH. The template code definition identifies the categories, subcategories, and fields that are valid to be added when creating a template, as well as the field types (that is, check boxes, edit boxes, and so on) and prompt tables.

For more information on Shortage Workbench templates, see the Utilizing the Fulfillment Engine chapter.

EWN Notifications and Reason Codes

You can enter a reason code and comments for any action that causes a quantity decrease to a demand line's promised, reserved or allocated quantity. A notification is launched and users can view the information using the Message Dashboard, email, or the worklist. The information can also be viewed by building your own report or inquiry. The notification includes the following information:

User ID of the person who unreserved, unpromised, or deallocated using the Shortage Workbench.
Inventory business unit, demand source, source business unit, order number, line, and schedule.
Item ID.
Quantity in the standard UOM.
Reason Code and comments entered on the Shortage Workbench.

The reason code notification is valid for the following actions on the Shortage Workbench:

Accept Override Quantity
Unreserve
Unpromise
Deallocate

To activate the this feature:

On your workbench template for the shortage workbench, set the Control Reason Code Prompting field to the value of Required or Optional.

Required will not perform the action on the Shortage Workbench unless a reason code is entered.
On the Reason Codes page under the Set Up Financials/Supply Chain menu, create one or more reason codes using the Reason Type of INV Releasable Decrease.

The reason code must be defined with this reason type in order to be entered in the Shortage Workbench.
Verify the Message Registry is enabled for worklist or email.

If you disable the EWN notification registry by selecting the Disable All Notifications check box on the System-Level Notifications page or the BU-Level Notifications page, then entries in the Reason Code and Comments fields are not stored in the system.

This table lists the Message Registry processes and categories that are delivered for notification from the Shortage Workbench.

Process Name	Process Category	Description
IN_RESERVATIONS	UNRESERVE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has unreserved quantity on an MSR demand line. The notification is sent to the Message Dashboard and to the user identified on the System-Level Notifications page or the BU-Level Notifications page.
IN_RESERVATIONS	UNPROMISE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has unpromised an ATP item on an MSR demand line. The notification is sent to the Message Dashboard and to the user identified on the System-Level Notifications page or the BU-Level Notifications page.
IN_RESERVATIONS	DEALLOCATE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has removed the hard allocation on an MSR demand line. The notification is sent to the Message Dashboard and to the user identified on the System-Level Notifications page or the BU-Level Notifications page.
OM_RESERVATIONS	UNRESERVE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has unreserved quantity on a sales order demand line. The notification is sent to the Message Dashboard and to the customer service representative (CSR) on the sales order.
OM_RESERVATIONS	UNPROMISE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has unpromised an ATP item on a sales order demand line. The notification is sent to the Message Dashboard and to the customer service representative (CSR) on the sales order.
OM_RESERVATIONS	DEALLOCATE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has removed the hard allocation on a sales order demand line. The notification is sent to the Message Dashboard and to the customer service representative (CSR) on the sales order.
WM_RESERVATIONS	UNRESERVE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has unreserved quantity on a work order demand line. The notification is sent to the Message Dashboard and to the User ID listed on the Contact field for the WO task. LEAD_PERSON is the actual field name on the WO Task table (WM_WO_TSK), contact person in the LEAD_PERSON field of the work order.
WM_RESERVATIONS	DEALLOCATE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has removed the hard allocation on a work order demand line. The notification is sent to the Message Dashboard and to the contact person in the LEAD_PERSON field of the work order.

Using the Shortage Workbench

The Shortage Workbench component consists of five pages.

A search criteria page to retrieve the demand data. The layout and fields displayed on this page are controlled by the workbench template.
A demand summary page that displays the search results at the order level, item ID, or product kit ID. Using this page you can perform actions on the entire order.
A demand lines page that displays the search results at the demand line level.

Using this page you can perform actions on the individual demand line.
An item view page that displays all the demand lines using one particular item ID.

Using this page you can view the overall demand for an item and perform actions on the individual demand lines to distribute the item's available quantity.
A process log page that displays all completed actions on the orders and demand lines during the current session.

To use the Shortage Workbench, you will:

Use the Shortage Workbench search criteria page to retrieve the desired orders or demand lines from the inventory demand tables.
Use the Demand Summary page, Demand Lines page, or Item View page to:
- Select the orders or demand lines to be changed.
- Select the action to perform.
- Click the Process button to execute the action.
(optional) Use the Process Log page to view the actions performed during the current session.

Not all actions are valid for all orders and demand lines, therefore; an action could fail to execute.

When working with the Shortage Workbench the following rules are enforced by the system:

Actions that are not valid for a demand line due to demand state or item definition attribute are not executed even if user selects the corresponding actions.

For example, an item defined as non-soft reserved will not be reserved even if you select this action. For product kits, the reserve action may not be performed if it does not conform to the release multiple kits setting in the Setup Fulfillment component.
Only one action is allowed each time you click the Process button.

However multiple actions can be executed in sequence without leaving the workbench component. To execute multiple actions, select the demand data, perform the first action, then select the next set of demand data and perform the next action, and so on.
The action is only performed on the selected data for the currently displayed page where the Process button is clicked.

For example, you cannot select some demand lines on the Demand Lines page, then go to the Item View page to select more demand lines and click the Process button to execute the action on the demand lines in both pages.
The demand data retrieved by your search criteria is not refreshed when you click the Process button.

However, data that has been processed is disabled from being selected again. To perform multiple actions on one order or demand line, you must use the Shortage Workbench search criteria page to re-execute the search between actions. On the Workbench Template, you can select the Refresh on Action Completion field to have the system automatically refresh you data after you have clicked the Process button.

Working with PeopleSoft Maintenance Management

You can use the Shortage Workbench to reserve and unreserve stock to work order demand lines from PeopleSoft Maintenance Management. Work order demand lines do not follow the same fulfillment cycle as other demand lines. Work orders remain in the fulfillment state of Pending throughout the fulfillment cycle, including when reserved and allocated. When the work order task's status is set to completed the fulfillment state for the task's demand lines are set to the depleted state.

The following rules apply when using the Shortage Workbench for work orders:

Work order demand lines must be committed to PeopleSoft Inventory before they are visible in the Shortage Workbench.
Work order demand lines that are currently on a pick plan are not displayed on the Shortage Workbench.
Non-soft reserve items are not displayed on the Shortage Workbench.
ATP items on a work order cannot be promised in PeopleSoft Inventory; they are treated as non-soft reserve items and not displayed on the Shortage Workbench.
Work order demand lines can only use the following actions on the Shortage Workbench:
- Reserve with Rules. This action reserves stock to the work order demand line; however, inventory reservation rules are never applied to a work order.
- Reserve without Rules. This action reserves stock to the work order demand line.
  
  It performs the exact same function as the Reserve with Rules action. Inventory reservation rules are never applied to a work order.
- Unreserve. This action removes the reserve on the work order demand line.
- Deallocate. This action applies when a work order demand line was pre-allocated or lot allocated.
  
  Keep in mind that you cannot deallocate work order demand lines that are on a pick plan and non-soft reserve items are not displayed on the Shortage Workbench.
- Pre-Allocate. This actions automatically pre-allocates stock from a material storage location to the demand line before the picking stage; that is, when the demand line is in the Unfulfilled or Releasable state.
- Accept Override Quantity. This action uses the quantity that you enter in the Planned Release Base field or the Planned Release field to override the reserved quantity for soft-reserved items.
Work order demand lines can not use the following actions on the Shortage Workbench:
- Create Backorders, Approve Backorders or Cancel Backorders. Work order demand lines cannot create backorders.
- Approve Partial Quantity or Approve Stock Requests. Work order demand lines do not use the approval process.
- Set to Releasable, Set to Unfulfilled, or Release as Shortage. Work order demand lines do not use the fulfillment states of Unfulfilled or releasable.
- Unpromise. Work order demand lines with ATP items cannot be promised or unpromised; they do not display on the Shortage Workbench.

See Fulfilling Work Orders from Maintenance Management.

Pages Used for the Shortage Workbench

Page Name	Definition Name	Navigation	Usage
Shortage Workbench	IN_SW_SELECTION	Inventory, Fulfill Stock Orders, Shortage Workbench	Enter search criteria and select the page to view your order or demand lines.
Demand Summary	IN_SW_ORDERPOOL	Click the Search button on the Shortage Workbench search criteria page when you have entered the Demand Summary View option in the View By field. Click the Summary Page link on the Demand Lines page.	Displays the search results at the order level, item ID level, or product kit ID level. Using this page, you can perform actions at the order or item level.
Demand Lines	IN_SW_DEMANDLINES	Click the Search button on the Shortage Workbench search criteria page when you have entered the Demand Lines View option in the View By field. Click the Demand Lines link on the Demand Summary page or the Item View page.	Displays the search results at the demand line level. Using this page, you can perform actions at the demand line level, including overriding the reserved quantity or picked quantity for the demand line.
Item View	IN_SW_ITEMVIEW	Select the link on the item ID of the Demand Summary page or the Demand Lines page. Click the Search button on the Shortage Workbench search criteria page when you have entered the Item View option in the View By field.	Provides an item-focused view of your fulfillment needs by displaying demand lines for a specific Inventory business unit and item ID combination. Using this page, you can compare demand lines competing for the same item and perform actions at the demand line level, including overriding the reserved quantity or picked quantity for the demand line.
Process Log	IN_SW_CART	Select the Process Log link on the Demand Summary, Demand Lines, or Item View pages after selecting lines, selecting a detail action, and clicking the process button.	Displays the transaction log for all actions that have been processed in the current session. Once you leave or close the Shortage Workbench, this information is no longer available.

Entering Search Criteria in the Shortage Workbench

Access the Shortage Workbench search criteria page (Inventory, Fulfill Stock Orders, Shortage Workbench).

The Shortage Workbench search criteria page is the entry point into the Shortage Workbench component. Enter the demand selection criteria, then click the Search button to be taken to the search results on the Demand Summary, Demand Lines, or Item View pages. The search results are restricted to a single Inventory business unit.

Template ID	Identified the template used to enter the Shortage Workbench. The fields available on this page, the options available in drop down fields, and the layout of the page are determined by the workbench template defined in the Template Maintenance component.
View By	Select the search results page to be displayed when the Search button is clicked. Your select here also determines the search fields available and the page layout based on the template. The options are: Demand Summary View: Search results are displayed at the order, item, or product kit level using the Demand Summary page. Demand Line View: Search results are displayed at the demand line level using the Demand Lines page. Item View: Search results are displayed at the demand line level for one item ID using the Item View page. For this option, you must enter an item ID in the search criteria.
Select Unfulfilled	Select to include demand lines in the unfulfilled state.
Select Releasable	Select to include demand lines in the releasable state.
Select WO Lines	Select to include work order demand lines from PeopleSoft Maintenance Management. These demand lines are in the pending state. In order to appear on the Shortage Workbench, the work order demand line must have been committed to inventory's demand fulfillment table (IN_DEMAND). Note. Select at least one of the following check boxes or no search results will be retrieved; Select Unfulfilled, Select Releasable, or Select WO Lines. All of the check boxes can be selected.
Exclude Backordered Lines	Select to exclude any backordered demand lines.
Exclude Fully Reserved Lines	Select to exclude any demand lines initially picked up by the search criteria where the quantity reserved/promised is equal to the quantity requested less the quantity backordered and shipped.
Exclude Pegged Lines	Select to exclude any demand lines that have been pegged to incoming supply.
Display Shortage Only	Select to display only demand lines where the open demand for the item is greater than the business unit's available quantity of the item. This check box can be used to select lines before or after the reservations process. The system calculates total open demand as: Quantity requested on the demand line (QTY_REQUESTED_BASE). Less the quantity already allocated or promised (QTY_ALLOCATED_BASE or QTY_PROMISED_BASE) Less the quantity backordered (QTY_BACKORDER_BASE) Less the quantity pegged to an incoming supply (QTY_PEGGED_BASE) Less the quantity shipped (QTY_SHIPPED_BASE). This can apply when a work order demand line has been issued at least once. For example, suppose there are two demand lines for item ID 10001. The first demand line has quantity requested (100 units) less quantity reserved (25 units) less quantity backordered (no units). The second demand line has quantity requested (100 units) less quantity reserved (0 units) less quantity backordered (60 units). The total open demand for all lines selected is 115 units (75 + 40). If available quantity for the business unit is only 100 units, then both of these lines would be displayed in the Shortage Workbench. Please note, this selection criteria can pick up fully reserved lines since the comparison is to total open demand. For example, if a third demand line is picked up by the search criteria with requested quantity of 100 units and reserved quantity of 100 units, then the total open demand is still 115 units (75 + 40 + 0) and still greater than the available quantity of 100 units. To exclude fully reserved demand lines select the Exclude Fully Reserved Lines check box.
Filter Unfulfilled Lines	Select to retrieve demand lines based on whether the line has been processed by the Reserve Materials process or the online reservations process. Options are: All: Selects all demand lines that meet the search criteria regardless of whether or not the reservations processes have attempted to reserve, promise, or set to the releasable state. Prior to Reservation: Selects only demand lines that have never been picked up by any reservations process. If an order or demand line was picked up by the Reserve Materials process or the online reservations process but no line was reserved, promised, or set to releasable status, it would still not be displayed in the search results for this option. This option enables you to look at demand versus supply before the reservations process and make manual decisions to allocate limited stock to priority customers. Post Reservation: Selects only demand lines that have been picked up by the Reserve Materials process or the online reservations process. This limits your search criteria to orders or demand lines that the reservations process has already attempted to reserved, promised, or set to releasable status. Used in combination with the other check boxes, this enables you to search for problem areas.
Display Unapproved	Select to display only unapproved demand lines. Leave blank to display both approve and unapproved demand lines. There are three types of approvals; stock request, backorder, and partial quantity. The options are: All: Select to display only unapproved stock requests, unapproved backordered lines, and unapproved partial quantities. Backorder: Select to display only unapproved backordered demand lines. None: Select to not display unapproved stock requests, unapproved backordered lines, and unapproved partial quantities. Partial Quantity: Select to display only unapproved demand lines with partial quantities reserved. Stock Request: Select to display only unapproved stock requests.
Select Summary View	Choose to display search results by Order Summary, Item Summary, Kit Summary,or Kit Schedule within the Demand Summary page. This field is only available if you have selected the Demand Summary View option in the View By field.
Select by Date, Selection Date , and Selection Time	Narrow your selection of demand lines by choosing a specific date, date/time, or date range. Enter one of the following dates in the Select by Date field: Schedule Date, Order Date, Ship Early Date, and Orders Placed Today (for this option, enter no date in the Selection Date field).
Use Lead Days	Narrow your selection of demand lines by choosing how the fulfillment lead days are used in the search criteria. The option are: Ignore Lead Days Override Fulfillment Lead Days Use Fulfillment Lead Days
Source and Source Bus Unit	Narrow your selection by identifying a specific PeopleSoft application as the origin of the demand lines. Use the Source Bus Unit field to identify one business unit within the source application.
Parent Product ID	Enter a product kit defined in PeopleSoft Order Management to narrow your selection to demand lines containing the kit components. A product kit can be entered on a sales order or material stock request.
Product ID	Enter the product ID defined in PeopleSoft Order Management to narrow your selection to demand lines using the item ID tied to the product ID. This field does not include product kits.
WO Type and Shop	(work order demand lines only) Enter values to narrow the selection of work order demand lines. The available values are based on the Maintenance Management business units that are tied to the Inventory business unit.

See Reserving.

Viewing Orders in the Shortage Workbench

Access the Demand Summary page (Click the Search button on the Shortage Workbench search criteria page when you have entered the Demand Summary View option in the View By field).

This page displays the search results at the order level.

Selection Criteria	Displays the current selection criteria used to retrieve the demand data displayed below.
Demand Filters	Enables you to re-select your search criteria. For example, if the search result is too large, you can select additional options here and click the Refresh button to narrow the search results to a manageable size.
Header Action	Choose the action to be performed on the selected orders. Options include: Approve Backorders: Approves the backordered demand line. Approve Partial Quantity: Approves the partially-reserved quantity. Approve Stock Request: Approves the order. Cancel Backorders: Creates a canceled backorder for the order's open demand quantity. Create Backorders: Creates a backorder for the order's open demand quantity. Deallocate: Removes the pre-allocation or lot-allocation created for the demand line. Pre-Allocate: Automatically pre-allocates stock from a material storage location to the demand line before the picking stage; that is, when the demand line is in the Unfulfilled or Releasable state. Release as Shortage: Changes the state of an unfulfilled order to releasable, bypassing all reservation and backorder rules. Reserve with Rules: Attempts to reserve any soft-reserve items on the order while enforcing the reservation rules. Backorder rules are not used and the demand line is kept in the unfulfilled state. Reserve without Rules: Attempts to reserve any soft-reserve items on the order bypassing the reservation rules. Demand line is kept in the unfulfilled state. Set to Releasable: Changes the state of any unfulfilled lines on the order to releasable and executes the backorder rules. Set to Unfulfilled: Changes the state of any releasable lines on the order back to the unfulfilled state. Unpromise: Removes the promised quantity of any ATP items on the order. Unreserve: Removes the reservation for any soft-reserved item on the order. Note. The actions displayed here are determined by the template ID.
Process	Select to initiate the header action on the selected orders.
Reason Code Defaulting	Enter a reason code and comments for any action that causes a quantity decrease to an order's promised, reserved or allocated quantity. This feature can be required or optional based on the workbench template. Use the Set as Default button to apply this reason code and comments to all selected orders. When reason codes and comments are entered, a notification is sent by the Message Registry to the Message Dashboard and the person responsible for the demand line. See PeopleSoft Events and Notifications Framework 9.1 PeopleBook
Demand Summary	This group box displays the search results by demand source and order number. Select the Demand Lines link to access the Demand Lines page for this individual order. This group box only appears if you have chosen the Order Summary option in the Select Summary View field of the Shortage Workbench search criteria page.
Item Summary	This group box displays the search results by item ID and item description. Select the item ID link to go to the Item View page and view the demand lines. This group box only appears if you have chosen the Item Summary option in the Select Summary View field of the Shortage Workbench search criteria page.
Kit Summary	Based on the list of component kit demand lines matching the selection criteria, this group box displays the search results by product kit ID with links to go to the Kit Display page and the Demand Lines page. Use the Kit Schedules link to view all the order lines within this product kit. This group box only appears if you have chosen the Kit Summary option in the Select Summary View field of the Shortage Workbench search criteria page.
Kit Schedule	This group box displays the search results by the order lines that are part of a product kit. This view displays the kit requested quantity and kit released quantity. The group box has links to go to the Kit Display page and the Demand Lines page. This group box only appears if you have chosen the Kit Schedule option in the Select Summary View field of the Shortage Workbench search criteria page. See Working With Product Kits in Order Fulfillment.
Process Log	Once you have processed an action for selected rows, this link displays. Select to access the Process Log page where you can view the results.

Viewing Demand Lines in the Shortage Workbench

Access the Demand Lines page (Click the Search button on the Shortage Workbench search criteria page when you have entered the Demand Lines View option in the View By field).

Demand Filters

Enables you to re-select your search criteria. For example, if the search result is too large, you can select additional options here and click the Refresh button to narrow the search results to a manageable size.

Detail Action

Choose the action to be performed on the selected demand lines. Options include:

Accept Override Quantity: Uses the quantity that you entered in the Planned Release Base field or the Planned Release field to override the reserved quantity for soft-reserved items, the promised quantity for ATP items, and the planned pick quantity for non-soft reserved items.

If the Negative Available Qty Allowed check box is selected on the Setup Fulfillment-Reservation page, then you change the planned release quantity to more than the available quantity in the business unit.

The action of Accept Override Quantity cannot be used with a return to vendor MSR.

Approve Backorders: Approves the selected backordered demand lines.

Approve Partial Quantity: Approves the partially-reserved quantity of the demand line.

Approve Stock Requests: Approves the demand line.

Cancel Backorders: Create a canceled backorder for the demand line's open demand quantity.

Create Backorders: Creates a backorder for the demand line's open demand quantity.

Deallocate: Removes the pre-allocation or lot-allocation created for the demand line.

Pre-Allocate: Automatically pre-allocates stock from a material storage location to the demand line before the picking stage; that is, when the demand line is in the Unfulfilled or Releasable state.

Release as Shortage: Changes status of a unfulfilled demand line to releasable, bypassing all reservation and backorder rules.

Reserve with Rules: Attempts to reserve the demand line for the open demand quantity while enforcing the reservation rules.

Backorder rules are not used and the demand line is kept in the unfulfilled state.

Reserve without Rules: Attempts to reserve the demand line for the open demand quantity bypassing the reservation rules.

Demand line is kept in the unfulfilled state.

Set to Releasable: Changes the state of the demand line to releasable and executes the backorder rules.

Set to Unfulfilled: Changes the state of a releasable demand line back to the unfulfilled state.

Unpromise: Removes the promised quantity of the demand line for ATP items.

Unreserve: Removes the reservation of demand line for soft-reserve items.

Note. The detail actions displayed here are determined by the template ID.

Process

Select to initiate the header action on the selected orders.

Process Log

Once you have processed an action for selected rows, use this link to access the Process Log page where you can view the results of your current session.

Reason Code Defaulting

Enter a reason code and comments for any action that causes a quantity decrease to an order's promised, reserved or allocated quantity. This feature can be required or optional based on the workbench template. Use the Set as Default button to apply this reason code and comments to all selected orders. When reason codes and comments are entered, a notification is sent by the Message Registry to the Message Dashboard and the person responsible for the demand line.

Demand Lines

Item ID	Select the link on the demand line's item ID to access the Item View page where you can view the current overall demand for this item.
Kit ID	If the demand line is part of a product kit, this field displays the parent product kit ID. Select the Kit ID to access the Kit Display page.
Unplanned Quantity Base	Displays the quantity not reserved. It is calculated as Requested Quantity less Reserved Quantity less Backordered Quantity less Shipped Quantity.
Pegged Quantity	Displays the current pegged quantity.
Planned Release Base	Enter a quantity expressed in the item's standard unit of measure to override the planned released quantity. The planned release quantity is the quantity to be sent downstream for picking. It is the reserved quantity for soft-reserved items, the promised quantity for ATP items, or the picking quantity for non-soft, non-ATP reserved items. This quantity override is only used if you select the Accept Override Qty option for the Detail Action field.
Line Action	Select an option to access additional pages for this demand line data: Item Availability: The Item/Product Availability page where you can view the item's current available quantity and cumulative available-to-promise quantity. Peg to Supply: The Pegging Workbench to look for supply that can fulfill this demand line and peg to it. Show Pegged Supply: The Pegging Inquiry to view an existing peg to incoming supply. Stock Request Inquiry: The Stock Requests page where you can view all the details about this demand line. Note. The line actions displayed here are determined by the template ID.
Reason Code and Comments	Enter a reason code and comments for any action that causes a quantity decrease to an order's promised, reserved or allocated quantity. This feature can be required or optional based on the workbench template. When reason codes and comments are entered, a notification is sent by the Message Registry to the Message Dashboard and the person responsible for the demand line.
Planned Release	Under the Quantity Order UOM tab, you can enter a quantity expressed in the item's ordering unit of measure to override the planned released quantity.

Viewing Item Demand in the Shortage Workbench

Access the Item View page (Select the link on the item ID of the Demand Summary page or the Demand Lines page).

This page provides an item-focused view of your fulfillment needs by displaying demand lines for a specific Inventory business unit and item ID combination.

Demand Filters	Enables you to re-select your search criteria. For example, if the search result is too large, you can select additional options here and click the Refresh button to narrow the search results to a manageable size.
Detail Action	Choose the action to be performed on the selected demand lines. Options include: Accept Override Quantity: Uses the quantity that you entered in the Planned Release Base field or the Planned Release field to override the reserved quantity for soft-reserved items, the promised quantity for ATP items, and the picking quantity for non-soft reserved items. If the Negative Available Qty Allowed check box is selected on the Setup Fulfillment-Reservation page, then you change the planned release quantity to more than the available quantity in the business unit. Approve Backorders: Approves the selected backordered demand lines. Approve Partial Quantity: Approves the partially-reserved quantity of the demand line. Approve Stock Requests: Approves the demand line. Cancel Backorders: Create a canceled backorder for the demand line's open demand quantity. Create Backorders: Creates a backorder for the demand line's open demand quantity. Deallocate: Removes the pre-allocation or lot-allocation created for the demand line. Pre-Allocate: Automatically pre-allocates stock from a material storage location to the demand line before the picking stage; that is, when the demand line is in the Unfulfilled or Releasable state. Release as Shortage: Changes status of a unfulfilled demand line to releasable, bypassing all reservation and backorder rules. Reserve with Rules: Attempts to reserve the demand line for the open demand quantity while enforcing the reservation rules. Backorder rules are not used and the demand line is kept in the unfulfilled state. Reserve without Rules: Attempts to reserve the demand line for the open demand quantity bypassing the reservation rules. Demand line is kept in the unfulfilled state. Set to Releasable: Changes the state of the demand line to releasable and executes the backorder rules. Set to Unfulfilled: Changes the state of a releasable demand line back to the unfulfilled state. Unpromise: Removes the promised quantity of the demand line for ATP items. Unreserve: Removes the reservation of demand line for soft-reserve items. Note. The detail actions displayed here are determined by the template ID.
Process	Select to initiate the detail action on the selected lines.
Reason Code Defaulting	Enter a reason code and comments for any action that causes a quantity decrease to an order's promised, reserved or allocated quantity. This feature can be required or optional based on the workbench template. Use the Set as Default button to apply this reason code and comments to all selected orders. When reason codes and comments are entered, a notification is sent by the Message Registry to the Message Dashboard and the person responsible for the demand line.

Demand Lines

Kit ID	If the demand line is part of a product kit, this field displays the parent product kit ID. Select the Kit ID to access the Kit Display page.
Planned Release Base	Enter a quantity expressed in the item's standard unit of measure to override the planned released quantity. The planned release quantity is the quantity to be sent downstream for picking. It is the reserved quantity for soft-reserved items, the promised quantity for ATP items, or the requested quantity minus backordered quantity for non-soft reserved, non-ATP items. This quantity override is only used if you select the Accept Override Qty option for the Detail Action field.
Line Action	Select an option to access additional pages for this demand line data: Item Availability: The Item/Product Availability page where you can view the item's current available quantity and cumulative available-to-promise quantity. Peg to Supply: The Pegging Workbench to look for supply that can fulfill this demand line and peg to it. Show Pegged Supply: The Pegging Inquiry to view an existing peg to incoming supply. Stock Request Inquiry: The Stock Requests page where you can view all the details about this demand line. Note. The line actions displayed here are determined by the template ID.
Planned Release	Under the Quantity Order UOM tab, you can enter a quantity expressed in the item's ordering unit of measure to override the planned released quantity.

Apportion

When available quantity is limited, you can use the Apportion group box to distribute the available quantity to the selected lines, changing the quantity displayed for each demand line in the Planned Release Base field. When using automatic apportionment, the following rules apply:

Select the demand lines to have apportionment applied before clicking the Process button.
You cannot apportion more than the quantity requested for a demand line.
If an demand line does not permit partial quantity fulfillment, you must apportion either the full requested quantity or no quantity.
The system distributes available quantity to eligible demand lines sequentially, starting with the highest priority order line and working down to the lowest.

Demand line sequence is determined using a combination of the inventory priority rank assigned to the order and the final sort order defined for the business unit. Demand lines meeting the selection criteria appear on the Item View page in this order.

Apportion Quantity	Enter the quantity to be distributed among the selected demand lines. The apportion quantity cannot exceed the quantity available in the business unit. If you enter no allocation quantity, the business unit's available quantity is allocated using the method that you specify in the Apportion Method field
Apportion Method	Select the method to distribute the business unit's available quantity or the apportion quantity among the selected order lines. The options are: % of Requested: Select to specify that only a percentage of an order line's requested quantity should be fulfilled with the business unit's available quantity or the specified apportion quantity. In general, only order lines that permit partial quantity fulfillment are eligible for this type of allocation. Starting with the first eligible order line in the processing sequence, the algorithm calculates the amount to allocate based on the specified percentage. Max Quantity by Line: Select to restrict each demand line to a specified maximum. The entered quantity cannot be greater than the Apportion Quantity or the business unit's available quantity. Quantity: Select to restrict each demand line to a specified quantity. The combined quantity for all selected line cannot be greater than the Apportion Quantity or the business unit's available quantity.
Percent	Enter a percentage to distribute the apportion quantity or the business unit's available quantity by allocating a percentage of the quantity originally requested. This field displays only if you have selected the % of Requested option in the Apportion Method field. For each order line, the calculated apportion quantity is rounded according to the business rules and edited for valid conversion to the ordering unit of measure. If necessary, the apportion quantity is rounded up or down, so that a valid conversion factor is achieved. This process can result in an apportion quantity that is different from the quantity specified. For example, suppose that you specify that only 10 percent of the requested quantity should be allocated to each order line. One of the order lines being processed has a requested quantity of 10 each and another requests 1 each. Both allow partial quantity fulfillment. In this case, the order UOM equals the standard UOM for the item. Based on the specified percentage, the algorithm calculates apportion quantities of 1 each and 0.1 each, respectively. However, because the business unit does not allow fractional quantities for the item's UOM and because the rounding rule for the UOM is to round up, the fractional apportionment is rounded up to the nearest whole number and both order lines are allocated 1 each. If neither of the lines permitted partial quantity fulfillment, the apportionment algorithm would assign no quantity to the order line requesting 10 each, but would apportion 1 each to the other line, because the calculated apportion quantity is rounded up to equal the full requested quantity for the line.
Maximum Quantity	Specify a maximum amount of the business unit's available quantity or the allocation quantity to assign each line. This field displays only if you have selected the Max Quantity by Line option in the Apportion Method field. Starting with the first selected demand line in the processing sequence, the algorithm compares the requested quantity with the maximum quantity and enters the lesser value in the Planned Release Base field. If the requested quantity is greater than the maximum allowed, the algorithm apportions the maximum quantity as long as the order line permits partial quantity fulfillment. Otherwise, no quantity is apportioned to the line. After the business unit's available quantity falls below the specified maximum quantity, order lines are assigned as much of the remaining quantity as they are eligible to receive until all of the remaining available quantity or specified apportioned quantity has been allocated or until all the selected lines have been processed. For each order line, the calculated apportioned quantity is rounded according to the business rules and edited for valid conversion to the ordering unit of measure (UOM). If necessary, the apportioned quantity is rounded up or down, so that a valid conversion factor is achieved. This process can result in an apportioned quantity that is different from the quantity specified. For example, suppose that you specify a maximum apportion quantity of 10 each for each order line. One of the order lines being processed has a requested quantity of 3 cases in the ordering UOM and permits partial quantity fulfillment. The apportionment algorithm converts the maximum 10 each to cases. Because the business unit defines 1 case as 12 each and does not allow fractions for the case UOM, the quantity of 10 each is converted to 1 case, and the quantity of 12 each is allocated to the order line.
Process	Select to distribute the apportion quantity (if specified) or the business unit's available quantity. The distributed quantity appears in the Planned Release Base column, overwriting previous values listed in this column.

Warning! If you apportion a quantity of zero, any previous values are replaced with zero. If the Planned Released Base is set to zero, then the quantity sent to picking and shipping is zero.

Process Log

Once you have processed an action for selected rows, this link displays. Select to access the Process Log page where you can view the results.

Viewing Results

Access the Process Log page (Select the Process Log link on the Demand Summary, Demand Lines, or Item View pages after selecting lines, selecting a detail action, and clicking the process button).

This Process Log page is a transaction log that displays all demand lines that have been processed in the current session. Once you leave or close the Shortage Workbench, this information is no longer available.