Redwood: View Availability Details in Order Management

View availability details on order lines before you submit the sales order. Use this feature to view the order lines' expected ship date, arrival date, and delay so you can decide whether to take further action and resolve the delay, such as changing the item, quantity, or other attributes.

Try it:

1. Set up your sourcing rules in Global Order Promising. For details, see Source Your Supply Chain.
2. Go to the Order Management work area, then click Tasks > Sales Orders (New).
3. Search for, then open your sales order for editing.
4. Immediately above the order line, click Customize Columns, then display these attributes:

• Expected Ship Date

• Expected Arrival Date

• Delay

• Warehouse

5. Select an order line, click Expected Availability, then look at the results. The Delay attribute will display:

Value	Description
On Time	If the request is for: Ship On. The Expected Ship Date happens on or before the Requested Date. Arrive On. The Expected Arrival Date happens on or before the Requested Date.
On Time Split	Same as On Time, except Promising split the line into more than one shipment so it could meet the requested date.
Delayed	If the request is for: Ship On. The Expected Ship Date happens after the Requested Date. Arrive On. The Expected Arrival Date happens after the Requested Date.
Delayed Split	Same as Delayed, except Promising split the line into more than one shipment so it could meet the requested date as close as possible.
Error	You might see an error like: Sourcing for item AS54888 isn't set up correctly. Check your item setup, assign your sourcing rule, and refresh the Order Promising server. Go to the Order Promising work area and fix the set up.

Schedule Order Lines Before You Submit

Continuing our example, notice that the Scheduled Ship Date and Scheduled Arrival Date are empty. Select an order line, then click More Actions > Check Availability:

Use the Check Availability page to get availability details and to see whether supply is available for an order line before you submit the sales order. Notice that the Availability Status in this example is On Time:

Click Edit Line Settings, and then modify attributes that might improve availability. Change the value of an attribute or clear it. For example, change the Requested Ship From Warehouse:

You can also click View Availability Options to explore other options:

For example, consider how using a different shipping location will affect fulfillment. You can see the days of delay, cost, and expected arrival for each option.

On the Check Availability page, click Schedule on the header to schedule all lines, or click More Actions > Schedule Selected and Close to schedule only the lines that you selected, and then notice that the Scheduled Ship Date and Scheduled Arrival Date now have dates on the Order page.

Order Management updated them according to the changes that you made on the Check Availability page.

Unschedule Order Lines Before You Submit

You can unschedule an order line before you submit the sales order. Notice that the Scheduled Ship Date and Scheduled Arrival Date each have a value. Click Actions > Unschedule:

Then notice that those dates are gone:

Reschedule Lines After You Submit

Search for and open a sales order that you already submitted.

Assume you see that the order line's status is Not Started. Select the order line, then click More Actions > Check Availability:

On the Check Availability page, select your order line, then modify an attribute:

Notice that the Revised attribute contains an icon, then click Schedule:

On the Order page, notice that the Line Status attribute now contains Scheduled:

Get the latest status so you can accurately provide the expected ship and arrival dates when you reply to customer queries about where's my order. Modify the order's attributes to help meet the requested dates. Explore and apply alternative fulfillment options.

Steps to Enable

You must set up your sourcing rules. See Set Up Promising Rules and Sourcing Rules for Order Management.

Tips And Considerations

You can't select a line that isn't shippable, such as a coverage item.

You can click More Actions > View Availability Details on the Check Availability page to get details about the line, such as pegging type and set:

Key Resources

• Using Order Promising
• Implementing Order Management
• Using Order Management

Access Requirements

Privileges

Privilege	Comments
DOO_MANAGE_ORCHESTRATION_ORDER_FULFILLMENT_LINE_SCHEDULING_SCHEDULE_PRIV Display Name: Schedule Orchestration Order Fulfillment Line Description: Allows scheduling of an orchestration order fulfillment line.	Users with this privilege can schedule on the redesigned Check Availability.
DOO_MANAGE_ORCHESTRATION_ORDER_FULFILLMENT_LINE_SCHEDULING_UNSCHEDULE_PRIV Display Name: Unschedule Orchestration Order Fulfillment Line Description: Allows Unschedule operation of an orchestration order fulfillment line.	Users with this privilege can unschedule on the redesigned create order page.
MSP_VIEW_PLANNING_SUPPLY_AVAILABILITY_PRIV Display Name: View Planning Supply Availability Description: Allows viewing of supply availability.	Users with this privilege can invoke the check availability on the redesigned create order page and perform schedule action.