Item View Page

Use the Item View page (IN_SW_ITEMVIEW) to provides an item-focused view of your fulfillment needs by displaying demand lines for a specific Inventory business unit and item ID combination. 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.

Navigation:

• 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.

This example illustrates the fields and controls on the Item View of the Shortage Workbench (page 1 of 2). You can find definitions for the fields and controls later on this page.

This example illustrates the fields and controls on the Item View of the Shortage Workbench (page 2 of 2). You can find definitions for the fields and controls later on this 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.

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 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

Field or Control	Description
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.

Field or Control	Description
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.

Field or Control	Description
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.