Understanding Planned Release Quantities
The Order Release process uses the planned release quantity as the quantity to release for picking. In addition, the planned release quantity is also used by the picking and shipping processes when applying partial quantity and overpicking rules. The following fields are used to determine the planned release quantity.
Requested Quantity: The quantity initially requested by the customer, department, or other recipient.
Reserved Quantity: The quantity soft-reserved on the demand line.
The reservation process, using the reservation rules, determine whether partial reservations are allowed. With soft-reservation processing, part of the business unit's total available quantity for the item is reserved for an order line and cannot be consumed by other orders staged for fulfillment processing.
Promised Quantity: The quantity promised on the demand line for an ATP item.
Available quantity in the business unit is promised to the demand line's scheduled shipment date based on available-to-promise (ATP) calculations of future supply and demand. Quantities can be promised by the reservation processes. The promised quantity is not subtracted from the business unit or storage location's available quantity until the order line has been confirmed as picked by the Picking Confirmation process.
Backorder Quantity: The quantity backordered on the demand line.
The reservation process, using the backorder rules, determines if a full or partial backorder should be created at the time the order is set to the releasable state.
Override Quantity: The quantity entered on the Shortage Workbench, a fulfillment engine EIP, or Fulfillment Workbench to override the quantity to be released to picking. The override quantity is only used for non-soft reserve, non ATP items.
The planned release quantity is determined as follows when releasing from a releasable state:
The reserve quantity for soft-reserved items.
The promised quantity for ATP items.
For non-soft reserved, non-ATP items:
The override quantity is used if entered on the Shortage Workbench.
If no override quantity exists, then the planned release quantity is the requested quantity less the backorder quantity.
For example, there is a demand line with a soft-reserve item. There is a requested quantity of 100 units, however, the available quantity in the business unit is only 80 units. If the reservation rules enable the reservation process to partial reserve and set to the releasable state, then the demand line is sent downstream with a requested quantity of 100 units and a reserve quantity of 80 units. The Order Release process will pick up the reserve quantity as the planned release quantity.
Now let's assume the same situation and you know that 200 units are in production and will be placed in the inventory business unit before the physical picking will begin. If you have selected the Negative Available Qty Allowed check box on the Setup Fulfillment-Reservation page, then you can use the Shortage Workbench to change the planned release quantity to 100 units. The Order Release process will then use 100 units as the planned released quantity when determining allocations. The Order Release process has an option to display either the planned release quantity or the available quantity. If you choose to display the planned release quantity, then the 100 units would show on the pick plan report even if the quantity was not yet received from production prior to running the pick plan.
When shipping from an unfulfilled state, the Order Release process always attempts to release the demand line's requested quantity less the backorder quantity. If the process cannot release this quantity, then a shortage condition exists and the quantity released on the demand line is dependent on the settings for shortage release in the reservation rules of the demand line. If the demand line is allowed to be released as a shortage, then the planned release quantity is set as follows:
For soft-reserved demand lines, the reserve quantity is set to the quantity available.
The business unit level reserve quantity is increased and the available quantity is decreased.
For ATP demand lines, the promise quantity is set to the quantity available.
Since the reservations process was bypassed, quantities released directly from an unfulfilled state do not go through ATP processing to determine stock availability. If stock is available at the material storage location level, then the demand line is promised and released without consideration of other ATP supply and demand constraints. This can create an over-promise situation.
For non soft-reserved, non ATP demand lines, the quantity released is always the requested quantity less the backorder quantity.