Demand Lines Page

Use the Demand Lines page (IN_SW_DEMANDLINES) to displays the search results at the demand line level. You can perform actions at the demand line level, including overriding the reserved quantity or picked quantity for the demand line.

Navigation:

  • 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.

This example illustrates the fields and controls on the Demand Lines view of the Shortage Workbench. You can find definitions for the fields and controls later on this page.

Demand Lines view of the Shortage Workbench
Field or Control Description

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

Field or Control Description

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.