IM0405 Inventory Management Available To Promise Inquiry

Available To Promise Inquiry

  

Application Overview

 This is a powerful tool that is fast and easy to use.  Order entry and sales people can use this inquiry to determine future item deliveries, the purchasing manager can use it to plan purchase orders, and light manufactures can use it for production planning.  Information for this inquiry comes from the ATP Open Item file, which merges order information from COP, IM, PO, and BOMP.

 This inquiry is available from both the I/M and COP Inquiry Menus.    It is also available via the F3 Function Key when doing Stock Status Inquires and in report format from the Inventory Reports Menu. 

 To use this feature, the Available to Promise enhancement must be enabled.  See Generate ATP File in the Utilities Section of this document.

 In Elliott V7.4, the ATP Inquiry screen will display four zones separated by the following three lines:

            (A) Today Line

            (B) Lead Time Line

            (C) Lead Time + Planning Period Line

Any ATP data before Line (A) is internal data maintenance issues.  For example, if there is an outstanding PO Line Item Request/Promise Date showing 10/01/07 and today’s date is already 10/15/07, it is obvious you cannot count on this 10/01/07 date since that date has come and gone and you have not received the goods yet.  In most situations, this is because your organization lacks an internal mechanism to follow up with the vendor to get a revised estimated date of arrival.  In order for ATP to work and provide valuable information, we must make sure the date is accurate.  Therefore, any ATP records displayed before Line (A) – Today Line is an indication that those records should be revised.  This Line (A) provides better visibility for management to spot problems and effectively direct the staff to follow up with their work in a timely manner.

 Line (B) is the Lead Time Line.  Every item can have a different lead time based on the Planning Lead Time (not the Lead Time field) set up in the Item Master file.  For example, if you place a purchase order with the default vendor for Item A and that vendor is overseas and it takes 60 days for the goods to arrive at your warehouse, counting their preparation, production time, plus the shipping, then the Planning Lead Time will be 60 days.  If you have a negative quantity balance before this 60 days line, it means there is a serious situation for you to look into.  You won’t be able to solve the problem by simply making an additional purchase because it will arrive too late, based on the Lead Time principle.  There may be other ways to solve the problem, like shipping via Air Cargo (which will increase your freight cost) or calling your customers to get their permission for late shipments.  If the problem still cannot be resolved, they should cancel the order.  If there is any negative quantity between Line (B) and Line (A), then it is considered “Past Due.”  So we call this area the “Past Due Zone.”

 Line (C) is the Lead Time + Planning Period.  Planning Period refers to how often the buyers or planners will review an item to make a purchase decision.  If the buyer will review it on a weekly basis, then the Planning Period is 7 days.  If the buyer will review it on a bi-weekly basis, then the Planning Period is 14 days.  This is a flag to be set up in ATP Global Setup.  If you have a planning period of 14 days, with the previous example of 60 days lead time, Line (C) will be 60 days + 14 days.  Any negative quantity between Line (C) and Line (B) are called “current affairs,” because the buyer and planner should take care of it now.  If the buyer and planner do not take care of it now and wait for the next review (14 days later), then it will be late.  For this reason, we call this zone the “Current Zone.”

 ATP records after Line (C) are called Future ATP Records.  If there is any negative quantity balance in this future zone, the planner can either take care of it or ignore it for now since we have enough time to respond when we review it again next time (14 days later, in the previous example).  You may not want to adjust future zone items because things can change and the customer might cancel the order.  While your customer may be able to cancel your order, you may not be able to cancel your PO with your vendor once their production is in motion and you eventually end up with the extra inventory.  In many situations, you want to wait until the last moment to issue a purchase order with your vendor.

 These three lines will always be displayed on the ATP Inquiry and Process screen.  They are optional to print on the ATP Report based on the Global Setup.  If you do not setup Planning Lead Time and Planning Period, then Line (B) and (C) will not be meaningful.  Therefore, we suggest you set them up as part of the first step of configuring ATP.

 

Run Instructions

 From Inventory Main à Inquiry à Available To Promise à Inquire

 

 

 ATP Inquiry is by Item and you are given five choices of what information to see: 1. All, 2. Sales Orders, 3. Purchase Orders, and 4. BOMP Production Orders.  Once selected, this information is then available by location or for all locations.


 

 

Available To Promise Inquiry

Application Overview

 This feature allows you to view future quantity on hand balances in a real time inquiry by merging PO, COP, and BOMP SFC orders to produce reports and screen inquiries of the projected inventory balance based on future date transactions.  By merging other modules to determine future quantities, ATP can serve as a real time mini MRP function.  The order entry person can use this function to determine when an item can be delivered and use the Inventory ATP report to determine if customers should extend cancellation dates, make additional purchases, or even cancel purchases. 

Run Instructions

 Before you can take advantage of this powerful feature, the Inventory or Systems Manager must first set it up as per the System Global Setup Instructions and then the Open Item File must be generated in the Inventory module.  Once these two steps have been completed, you will be ready to start using Available To Promise.

From the COP Inquiry Menu, select Available To Promise, and then Inquire.  The following table guides you through doing an ATP Inquiry:

  

Step

Procedure

Item

Enter item number or search for item using the F7 or F8 keys. 

Source

Sources that you want to merge for quantity and date availability.  Choices: S=Sales Orders, P=Purchase Orders, B=BOMP Orders,  and Enter=All Sources.

Loc

Enter Location you wish to view for ATP or press “Enter” for all locations.

 

 After the above steps have been completed, the ATP inquiry screen appears, see example next page.

 


Available To Promise Inquiry

 

 

ATP Inquiry for Item # Clock, All Sources, and Loc. LA

 

 NOTE:     We have provided an Available To Promise F3 Hot Key in COP line item entry.

               You can access ATP F3 key when in the Qty. Ordered field.

               The Available To Promise Report is run from the Inventory Reports menu.

               ATP Inquiry is also available in Sales Desk, IM ATP and  Stock Status Inquiries.

 

 

 

Inventory Management

  1. Long-Term vs. Short-Term Inventory Quantity Available and Inventory with Time Line
  2. Introduction to Available to Promise (ATP)
  3. Inventory Aging Report by Location Sequence Produces Different Result Than by Other Sequence
  4. Inventory Aging Report Shows Different Age Between Single and All Locations
  5. Multiple Users Entering Physical Count Tag at the Same Time Issue
  6. Expand Item Description 1 and 2 Character Limit
  7. How Different is an IM Kit from a BOMP Kit?
  8. Explanation on Component Availability Inquiry
  9. How Is Shortcut Item Different from Kit Item?
  10. No Privilege to View Location History
  11. How to Calculate EOQ (Economic Order Quantity)
  12. Item Quantity Allocation Is Incorrect
  13. Reorder Advice Custom CSV Export Shows Zero Items
  14. Elliott Physical Count Processing
  15. Feature - Add-On Item Drill Down From Item Search
  16. Feature - Utility to Reset Item PTD Fields from Location History
  17. Feature - Inventory Snapshot
  18. Feature - ATP Regen to Consider Order Multiple and Economic Order Qty
  19. Feature - Item Master Activity Sub-Code
  20. Feature - Add Support for the Update of “Mostly Mfg Flag” in Change Existing Item Import
  21. Feature - Auto Delete BOMP Product Structure When Item Obsolete
  22. Feature - Item Linkage Report/Processing
  23. Feature - Added the Ability to Organize Product Categories by a New Product Category Group
  24. Procedure to Correct Bad Serial Number with Special Symbol
  25. Feature - Additional SY12MONS Updates
  26. Feature - Additional Activity Codes for Item Linkage CSV Report and Item Linkage Processing
  27. Feature - Item Number Wild Card Support for Starting Item Number
  28. Feature - Obsolete Kit Parent When First Component is Obsolete
  29. Feature - Show Items with Qty Variance on Tag Variance Reports
  30. IM01S3 Inventory Management Iten Audit Trail Report
  31. IM04S2 Inventory Management Inventory Transaction Audit Report
  32. IM02S2 Inventory Management Inventory Location Audit Trail Report
  33. IM03S1 Inventory Management Usage Exception Reports
  34. IM06SCN Inventory Management Stock Status Report
  35. IM08S1 Inventory Management Print Cycle Count Worksheet
  36. IM14S1 Inventory Management Item History Report
  37. IM19S1 Inventory Management Serial/Lot Stock Status Report
  38. IM19S2 Inventory Management Serial/Lot Issue History Report
  39. IM20S1 Inventory Management I/M Distribution to G/L Report
  40. IM26SCN Inventory Management Frozen Stock Status Report
  41. IM30S1 Inventory Management Kit Where-Used Report
  42. IM31S1 Create Unreleased POs by Vendor
  43. IM32S1 Inventory Management Kit Gross Requirements Report
  44. IM0201 Inventory Management Location Control File Maintenance
  45. IM0405 Inventory Management Available To Promise Inquiry
  46. IM0500 Inventory Management Stock Status Inquiry
  47. IM0500Q Inventory Management Stock Status Inquiry
  48. IM0700 Inventory Management ABC Analysis Reports
  49. IM0900 Inventory Management Reordering Advice Reports
  50. IM1000 Inventory Management Physical Count Processing
  51. Feature - Utility to Reset Item PTD/YTD Fields from Location History
  52. IM1100 Inventory Management Utilities Setup
  53. IM1201 Inventory Management Location File Maintenance
  54. IM1300 Inventory Management Recalculate Reorder Fields
  55. IM1400 Inventory Management Clear Item Accumulators
  56. IM1501 Inventory Management Product Category File Maintenance
  57. IM1601 Inventory Management Material Cost Type File Maintenance
  58. IM1701 Inventory Management Material Cost Type/Loc File Maintenance
  59. IM1801 Inventory Management Buyer/Analyst Code File Maintenance
  60. IM1901 Inventory Management Initialize Lifo/Fifo File
  61. IM1902 Inventory Management Adjust Item File to Lifo/Fifo
  62. IM1903 Inventory Management Serial/Lot Processing/Multi-bin Utilities
  63. IM1904 Inventory Management Serial/Lot Stock Status Inquiry
  64. Feature - Add Additional Record Types to Reorder Advise User-Defined CSV Export
  65. IM2500 Inventory Management Reset Allocated Quantities
  66. IM2700 Inventory Management Set Trx Audit File Beginning Balances
  67. IM2800 Inventory Management Freeze Inventory
  68. IM2900 Inventory Management Kit File Maintenance
  69. IM3301 Inventory Management Job Code File Maintenance
  70. IM3400 Inventory Management Job Analysis Report
  71. IMACTMNT Inventory Management I/M Account File Maintenance
  72. IMAGESCN Inventory Management Inventory Aging Report
  73. IMATPGSN Inventory Management Generate ATP File
  74. IMATPRSN Inventory Management Available to Promise Report
  75. IMBININV Inventory Management Bin Inventory File Maintenance
  76. IMBINMNT Inventory Management Bin File Maintenance
  77. IMBINTRN Inventory Management Inventory Transfer Processing
  78. IMCHGBIN Inventory Management Change Bin No/Pick Seq
  79. IMEXPTSN Inventory Management Export Item for Take an Order
  80. IMFRMMNT Inventory Management Item Label Form Setup
  81. IMGENMNU Inventory Management Generate Location History
  82. IMIMSITM Inventory Management Item Import Utility
  83. IMITMUDS Inventory Management Item User-Defined Fields Import Utility
  84. IMSUBMNT Inventory Management Substitute Item Class File Maintenance
  85. IMUSRMNT Inventory Management User-Defined Code File Maintenance
  86. IMVESMNT Inventory Management Vessel File Maintenance
  87. IMVLSMNT Inventory Management I/M Serial/Lot History File Maintenance
  88. Feature - Expanded Selection Parameters for Reorder Advise User Defined CSV Export
  89. Change - Update Both Kit Parent and Components Usage
  90. Feature - Create Price Code 1 from Item Minimum Price Utility
  91. Change - Available to Promise by Item Report - Add Item Description 2
  92. Feature - Support AR (Attribute) Type in Reorder Advise User Defined CSV Export
  93. Can System Default Item User-Defined Code?
  94. Feature - Item Label Printing Enhancements
  95. Feature - Ability to Initialize Character Fields During Change Existing Item Import
  96. Understanding Status Code at Inventory Transfer Dispatch Screen
  97. Feature - Support GTIN Based on Two Different UPC Codes
  98. Feature - Update Estimated Date/Time When Printing Transfer Tickets
  99. Feature - Allow Physical Count Tag Import Without Serial Number
  100. Feature - Delete Kit Components When Item Activity Code is Set to 'O'
  101. Feature - New QTYAVAILBYCOMP Attribute Fields
  102. Feature - Allow GTIN Maintenance in I/M Change Bin No/Pick Seq Processing
  103. Feature - Improvements to Reorder Advise Reports
  104. What Is the Difference Between INV_TRX_UN_COST and INV_TRX_NEW_AVG_COST in IMINVTRX Table?
  105. Feature - Added a Function "Create Inventory Trx CSV Import"
  106. Feature - Added Support to “Create I/M Trx CSV Import” for Kit Items
  107. Feature - Improvements to QTYAVAILBYCOMP and QTYAVAILBYCOMP2 Attributes
  108. Feature - Add Desc2 Column to Item Linkage CSV Report
  109. Feature - Numeric Item List Changes
  110. Feature - Added 1C and LD Column Types to Reordering Advise User Defined CSV Export
  111. What's the Difference Between Lead Time & Planning Lead Time?
  112. Explanation of ATP LP Type - Negative Sign (-) vs (*) Symbols
  113. IM0000 Inventory Management Package Overview 7
  114. IM0000 Inventory Management Package Overview 1
  115. IM0000 Inventory Management Package Overview 2
  116. IM0000 Inventory Management Package Overview 3
  117. IM0000 Inventory Management Package Overview 4
  118. IM0000 Inventory Management Package Overview 6
  119. IM0000 Inventory Management Package Overview 5
  120. IM0000 Inventory Management Package Overview 8
  121. IM0000 Inventory Management Package Overview: Index
  122. IM0101 Inventory Management Item File Maintenance 1
  123. IM0101 Inventory Management Item File Maintenance 2
  124. IM0101 Inventory Management Item File Maintenance 3
  125. IM0101 Inventory Management Item File Maintenance 4
  126. IM0101 Inventory Management Item File Maintenance 5
  127. IM0101 Inventory Management Item File Maintenance 6
  128. IM0101 Inventory Management Item File Maintenance 7
  129. IM0101 Inventory Management Item File Maintenance 8
  130. IM0101 Inventory Management Item File Maintenance: Index
  131. IM2400 Inventory Management Inventory Transaction Processing 1
  132. IM2400 Inventory Management Inventory Transaction Processing 2
  133. IM2400 Inventory Management Inventory Transaction Processing 3
  134. IM2400 Inventory Management Inventory Transaction Processing 4
  135. IM2400 Inventory Management Inventory Transaction Processing 5
  136. IM2400 Inventory Management Inventory Transaction Processing 6
  137. IM2400 Inventory Management Inventory Transaction Processing 7
  138. IM2400 Inventory Management Inventory Transaction Processing: Index
  139. How to Run Inventory Stock Status Report for a Certain Date
  140. Feature - Transition to Obsolete
  141. Item Last Received Date Not Updated When Received from I/M Transaction Processing
  142. Feature - Zero Item Weight When Using F3 to Copy Item
  143. Feature - Initialize User-Defined Note, Date and Amount Fields When Using F3 to Copy Item
  144. What Information Is Stored in the Location History (IMLOCHST) Table?
  145. Feature - Prevent Excel from Dropping Leading Zeroes in CSV Item Number Field
  146. Feature - Add User ID to User Defined CSV Export
  147. Feature - User Defined CSV Export Item Batch Support
  148. Feature - Export Inventory TRX Audit Trail to CSV
  149. Feature - Add User-Defined Code Table Support in IM User-Defined CSV Export
  150. Feature - Added “Item 1st Received Date Range” Criteria to Item User Defined CSV Export
  151. How to Get a List of Items That Does Not Have GTIN Code Defined
  152. Feature - User Defined CSV Export Quantity Sold by Customer#, Customer Type or Customer Group
  153. Feature - Added inKit (IK) and inBOMP (IB) Column Types to the User-Defined CSV Report
  154. Feature - Added Phantom Locking to Item File Maintenance
  155. Feature - Added CSV Support to the Physical Count Posting Update Edit List and the Variance Report By Item/Warehouse
  156. Feature - Inventory Transfer Management Batches Using CSV Import

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