Commitment
Use these processing options to activate availability checking and commitments to generic buckets. Based on the item availability calculations for each branch/plant, the commitment calculation affects how the system calculates backorders, cancellations, and customer delivery time.
To determine how the system calculates item availability, you define the factors that subtract from or add to the available quantity of an item. Factors that subtract from the availability of an item include sales orders and work orders. Factors that add to the availability of an item include purchase orders that are in transit and items in inspection. You define the various factors on the Availability Calculations form, which you can access from the Branch/Plant Constants program (P41001).
- 1. Activate Availability Checking
Specify whether the system verifies the available quantity for requested items. Values are:
Blank: Do not perform availability checking. You might use this option for blanket or quote order entry.
1: Perform availability checking. If quantity is unavailable, the system issues a warning that the quantity for this item exceeds the available quantity. The system automatically backorders or cancels any quantity that is unavailable, based on backorder information that is set up in the Item Master, Item Branch/Plant, Branch/Plant Constants, and Customer Billing Instructions programs.
2: Perform availability checking. If quantity is unavailable, the system issues a warning that the quantity for this item exceeds the available quantity. However, the system does not backorder or cancel any quantity. The quantity remains shippable.
You can enable backorders by item or by customer, and you can specify whether the backorders are enabled for a specific branch/plant. To backorder an item, you must set the Backorders Allowed option in the Item Master, Item Branch/Plant, Branch/Plant Constants, and Customer Billing Instructions programs. If you enable backorders, the system holds the order detail line until quantity is available. If you do not enable backorders, the system cancels the order detail line.
After the system processes an order detail line, you can review backordered, canceled, and shipped information in the appropriate fields in the order detail lines.
- 2. Commit to Quantity 1 or Quantity 2
Specify the generic buckets to which the system commits quantities. This option is commonly used for orders that do not affect the item availability. You can use these buckets to anticipate demand or forecast future sales. For example, you can set up a version of the Sales Order Entry program (P4210) for quote orders and commit quantities to bucket Quantity 1. For blanket orders, you can set up another version of P4210 and commit quantities to bucket Quantity 2. You can review availability information on the Summary Availability form. Values are:
Blank: Commit the quantity based on the factors that you define for sales orders on the Availability Calculations form in the Branch/Plant Constants.
1: Commit quantities to bucket Quantity 1.
2: Commit quantities to bucket Quantity 2.
If the system neither adds nor subtracts quantities from these orders from available inventory, clear the Activate Availability Checking processing option on the Commitment tab of the Sales Order Entry program so that the system does not perform availability checking.
- 3. Display Supply and Demand Inquiry Form
Specify whether the system automatically displays the Supply/Demand Inquiry form when quantity for an item is not available. Values are:
Blank: Do not display the Supply/Demand Inquiry form, and backorder or cancel the order detail line when quantity is not available. However, you can manually access this information from the Sales Order Detail Revisions form to monitor information about how many items are on demand, available in supply, and available to be promised.
1: Display the Supply/Demand Inquiry form when quantity is not available. The system uses the version of the Supply and Demand Inquiry program (P4021) that you enter in the corresponding processing option on the Versions tab.
- 4. Enter Allowed Lot Status Group to validate
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Lot Group is the name of a user defined list of allowed non-approved lot status codes. Entry of a Lot Group name in the Processing Option will allow this Application to process lots whose lot status code is defined within the specified Lot Group Name.
When NBLOTSTS is set to No or NBLOTSTS is not present in the EnterpriseOne Control System program (P99410), an approved lot or location does not have a status code. All non-blank codes indicate that the lot is on hold or unapproved.
When NBLOTSTS is set to Yes, the lot status is validated by a special handling code in UDC 41/L. All codes containing the special handling code 1 indicate that the lot is approved. All codes containing special handling codes other than 1 indicate that the lot is on hold or unapproved.
- 5. Soft Commit Backorder Split Line
Specify whether the system soft commits or hard commits the backordered split line quantity from the primary location. Values are:
Blank: Hard commit the backordered split line quantity.
1: Soft commit the backordered split line quantity.