supply chain management
Description
This module is mainly used to determine the delivery or provision status of one or more order items. Once an order item has been delivered, it is displayed as completed. If it has not been delivered, all parts of the supply chain necessary for complete delivery are displayed with their respective status.
The status of possible follow-on documents (requirement request, purchase order, goods receipt, quality assurance, return document) is evaluated for MRP order parts (merchandise), for MRP production parts the status of the follow-on documents is determined and displayed for all parts of the bill of material (exploded bill of material item, parts request, production order, purchase order documents, etc.).
If an order part has been produced, then the system will also flexibly search for follow-up documents from production and vice versa.
ClassiX® supports flexible disposition, i.e. purchased parts can be manufactured or production parts can be ordered (also partially).
This flexible disposition is also recognised and correctly evaluated by the SCM.
Exceeded deadlines are additionally marked.
For stocked parts the availability is determined at the warehouse. In the missing parts list with the option "Only insufficient parts" only those parts in stock are displayed which are available in insufficient quantity on the requirement date.
A number of options (see below) serve to quickly gain an overview of the delivery capacity and its bottlenecks. By being able to navigate to the subsequent documents or to higher-level items, you can quickly obtain all the information necessary to intervene to ensure punctual delivery.
Functionality
List window
| Menu item | Description |
|---|---|
| Edit | - |
| Select | - |
| : : Customer order | A mask for selecting a sales order or its items is displayed. If a sales order is selected, its unused preliminary requirements are automatically taken into account. |
| : : Stock order | A mask for displaying a stock order is opened. After entering a storage order number a storage order item can be marked and dragged into the list window. |
| : : Advance requirements | A mask for displaying an advance requirement is opened. After entering a pre-requirement number, a pre-requirement item can be marked and dragged and dropped into the list window. |
| : : Parts requirement | A mask for selecting a part request is displayed. |
| : : Production order | A mask for displaying a production order is opened. After entering a production order number, a production order item can be marked and dragged into the list window via drag & drop. |
| Sorting | - |
| : : Document type/succession document/provision | The list is sorted according to the specified columns. |
| : : Cancel sort order | The original state of the list is restored without sorting. |
| : Refresh display | The original status of the list is restored. This may have been changed by opening/closing lines (see below). |
| Close | Close window |
| Options | Call up the option window |
| Gantt chart | Display of the list in the form of a Gantt chart (additional installation necessary) |
| Symbol | Description |
|---|---|
 | A mask for selecting a sales order or its items is displayed. |
 | A mask for displaying a stock order is opened. After entering a storage order number a storage order item can be marked and dragged into the list window. |
 | A mask for displaying an advance requirement is opened. After entering a pre-requirement number, a pre-requirement item can be marked and dragged and dropped into the list window. |
 | A mask for selecting a part request is displayed. |
 | A mask for displaying a production order is opened. After entering a production order number, a production order item can be marked and dragged into the list window via drag & drop. |
 | The original status of the list is restored. This may have been changed by opening/closing lines (see below). |
 | The maintenance mask of the part of a selected line is opened. |
 | The logistics account of the part of a selected line is displayed. |
 | The stock of the part of a selected line is displayed. |
 | The stock movements of the part of a selected line are displayed. |
 | The dispo account of the part of a selected line is displayed with its movements. |
 | The document history of the selected line is displayed. |
 | Display of the list in the form of a Gantt chart (additional installation necessary) |
 | The displayed list can be printed in the form of various predefined reports. A missing parts list (see option Display/lowest missing parts only) is available by default. |
 | Restore a saved list |
 | Save the current list contents. For the logged-in user, the list contents for this list are saved in this window. It can then be quickly restored with the button "Restore saved list". |
 | Delete a saved list |
| Field | Description |
|---|---|
| Schedule as task - No direct execution | The programme run is executed via an application calendar. To schedule such a batch or "night" run, place this check mark, set all desired options via the "Options" menu and select the jobs to be evaluated. After the selection of the jobs, a task for the night run is generated directly, which remains open on the screen for post-processing. The number of the jobs selected for evaluation is displayed on it. If the evaluation was run during the night, the result is saved in a user list at the end ( Several evaluations can be scheduled per night for different jobs per user. All scheduled tasks per user can be found in a list "Own application calendar" in the main menu under "User->Own application calendar". By default, only those tasks that are still open and have not yet been executed are displayed here. |
| List | - |
| : Mission | Output of the full path of an order item. |
| : Level | Level of the displayed list entry. An order item can itself already have a level by structuring the order. This tieredness is increased by the structure of the subsequent and secondary documents (parts list -> parts request). (see also opening/closing) |
| Type | Type of the displayed list entry. These can be order items themselves (including order group, sales set or article) or follow-on document categories (purchase order, bill of material item, etc.). The type is described in the column "Document type" (see below). |
| : Number | Part or workstation identification number (see next column). + attributes of the part |
| : Part/workplace | Part or work centre in the displayed document (see previous column). |
| : Quantity | Requested quantity of the part/workstation by the displayed document. |
| : Logistics | Logistics identification of the part in the displayed document: "K" = purchased part , "F" = production part |
| : Provision | Staging type of the part in the displayed document. |
| : Parts requirement | For order items (primary order), which are disposable production parts, the resulting subsequent part request number (secondary order) is output here. |
| Document type | Document type of the displayed list entry. These can be order items themselves (including order group, sales set or article) or follow-on document categories (purchase order, bill of material item, etc.). The document type is displayed as a symbol in the "Type" column (see above). |
| : Follow-up document | The last subsequent document in the document history for the displayed document is displayed. |
| Done | Completed entries are marked with a tick symbol. |
| : Document status | For completed entries, output of the status of the entry itself, for uncompleted items, output of the status of the last follow-up document. |
| : Additional Info | Depending on the type of the follow-up document, further information on it is displayed here. For orders, information whether direct delivery (="Direct") plus abbreviation of the contact person, for production orders the first, unfinished workstation. |
| : missed deadline | Indicated by a red dot if the latest start date of a position not yet started or the latest end date of a position already started but not yet finished has already been exceeded (with today's reference date) |
| Latest end | Latest end of fulfilment of the list entry. |
| Latest start | Latest start of fulfilment of the list entry. |
| : Reference end date | Output of the reference end date. Since the column contents can be controlled via options, the column header changes accordingly. |
| : Stock | Current stock level of the part of the displayed document. If the current stock level is negative, the number is displayed in red, otherwise in green. |
| : shortage | The display of the shortage depends on the option stock availability: If this option is set to "per today", the shortage is moved against the current stock. If the stock availability option is set to "by date", the availability on the earliest start date is checked against the MRP account of the part. If the requirement cannot be completely covered, the possible shortage is also displayed in red. |
| : Lead time | Lead time to complete the list entry. |
| Earliest start | Earliest start of fulfilment of the list entry. |
| Earliest end | Earliest end of fulfilment of the list entry. |
| : Entry | Internal line type |
| Running time | Internal consecutive line number |
In addition to this global menu there is a context sensitive menu (right mouse button) related to a single list entry.
| Menu item | Description |
|---|---|
| Open | " Collapsed" (see below) list entries can be expanded again step by step. |
| Close | All documents of higher level belonging to the selected list entry are hidden from the list. You can redisplay them individually per level with "Expand" (see above) or in total with the menu item/button "Refresh display" (see above). |
| Overall part(s) | - |
| : Display | The documents superior to the selected list entry - and thus of a lower level - are displayed in a selected manner. The display can be level-by-level (individual) or completely up to the "top" primary document (entire supply chain). |
| : Last extended display extension reset | The last extended display of parent parts is removed from the list. |
| Navigate | - |
| : Order item | The position of the primary order is called up for maintenance. |
| : Mission | The primary order is called for maintenance. |
| : Succession document item | The item of the displayed subsequent document is called up for maintenance. |
| : Succession document header | The header data of the displayed follow-on document is called up for maintenance. |
| Remove selected items | The lines marked in the list are removed from the view. |
Option window
All settings can be made here. The window can only be closed with the "OK" button.
Requirements are never displayed twice, i.e. if an order item to be produced exists as an open requirement. for which there is already an exploded BOM item, the BOM item is displayed as to be produced instead of the order item. The same applies to requirement requests: if a merchandise order item is still open, only its follow-on document is displayed, not the order item itself. No settings in the options are necessary for this.
| Menu item | Description |
|---|---|
| Edit | - |
| : Set default settings | all changed settings are reset to default |
| Field | Description | Filter missing parts list for production | Filter missing parts list for production + trade goods |
|---|---|---|---|
| Display | |||
| : Display filter | - | ||
| : : only missing parts | Only "uncompleted" items of the supply chain are output, so you get a missing parts list. If only stock parts are to be displayed which will not be in stock in sufficient quantity on the desired date, the option "Only unavailable parts" must be set on the option tab "Parts". Attention - irregularity in missed appointments: | 1 | 1 |
| : : : : only lowest missing parts | Only the open/not completed secondary items with the highest level are output. If a part - within the supply chain - requires upstream (higher level) parts, which themselves do not all have the status "completed", this part is not displayed, but the non-completed upstream part(s) are output. The list thus only shows the parts that first have to be "done" in order to finally complete the primary trigger positions step by step. If a filter has been set (see provision filter), the parts are considered to be the "lowest" missing part if the provision type of the upstream - and also unfinished - parts does not match the set filter. If, for example, an unfinished production part consists exclusively of also unfinished = not removed stock material, not the open stock removals but the production part are displayed. If you still want to see the primary trigger positions ("to whom does this missing part belong?") after building up the list, you can display them again using the context menu (display parent parts). Newly added positions to the list can then be removed (see below: Reset last extended display extension) | ||
| : : : only parts from production | Only parts that belong to a current production (parts were scheduled in a released parts request) are processed, so you get a pure production missing parts list. | 1 | |
| : Read in | - | ||
| : : Replace order | When a new job/order item is read in, the existing list is replaced. | 1 | 1 |
| : : Add order | When a new order/order item is read in, the existing list is not replaced; an entire list can thus be built up from different orders/order items. | ||
| : graduated filter | - | ||
| : : Type | - | ||
| : : : Dynamic | The supply chain is only tracked up to (and including) the level of completed secondary order items, i.e. completed secondary order items are not further broken down. If you still want to track these after output, you can "Expand" completed secondary order items using the context menu. | ||
| : : : None | The supply chain is issued completely. | 1 | 1 |
| : : : Fixed | If this option is selected, an additional field opens to determine the highest level of the supply chain to be output. | ||
| : : : : Level | Determination of the highest level of the supply chain to be issued | ||
| Parts | |||
| : Deployment filter | - | ||
| : : no filtering | Line entries with parts of any staging type are output. Further specifications can be made for the staging types "order part" and "stock parts" (see below). | 1 | 1 |
| : : Filtering | If this option is selected, an additional field opens for the selection - also multiple selection - of the supply types: production part, purchased part, stock part. Only those list entries are then displayed whose parts correspond to the selected staging type. If the staging type "order parts" is selected, further options can be selected regarding service items and direct deliveries (see below). If the staging type "stock parts" is selected, you can choose whether the stock availability is to be checked in due time (see below). | ||
| : : : Type of provision | Selecting the staging mode after activating filtering | ||
| : Order parts | - | ||
| : : Services | Specifies whether service items should be output or not. | ||
| : : Direct delivery | Specifies whether direct delivery items are to be output or not. | ||
| : bearing parts | - | ||
| : : Stock availability | Indication of whether on-time stock availability should be checked. | ||
| : : : per today | A stock availability check "per today" performs the check for a possible shortage (list columns) against the current stock level. | ||
| : : : by appointment | The check "by date" is carried out on schedule against the dispositive movements of the part in his disposition account. | ||
| : : Not available parts | In the missing parts list, only stock withdrawals are displayed which are not available in sufficient quantity on the withdrawal date. If this option is not set, all stock reservations that have not yet been withdrawn are displayed. | ||
| : Type of part | - | ||
| : : Type | The type of the order item is checked | ||
| : : : Show text article | If the check mark is not set, order items for text articles (do not confuse with text blocks!) are not displayed. | ||
| Manufacturing | |||
| : Work plan filter | - | ||
| : : : no work sequences Display | The work sequences of production order items are not displayed. | ||
| : : Display work sequences | The work sequences of production order items are displayed. | ||
| Dates | |||
| : Dates Preview | - | ||
| : : until | If the earliest, latest start and end dates and the reference end date of a list entry are outside the date preview (all dates are later than the date preview), the list entry is not displayed. | ||
| : Reference end date | - | ||
| : : Date of provision | The staging date is displayed as a reference date for date checking. If it is not defined, the delivery date is used. | ||
| : : Delivery date | The delivery date is displayed as a reference date for date checking. | ||
| button | Description |
|---|---|
| OK | Settings are saved and window is closed |
Related topics
Technical documentation
Module name
oitmsupp.mod
Implementation
Set up the subfolder SUPPLY_CHAIN in order REPORTS, implement the corresponding reports.
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