Supply Chain Management
Technical description
This module is essentially used to determine the delivery or provision status of one or more order items. If an order item has been delivered, it is displayed as completed. If it has not been delivered, all components of the supply chain required for complete delivery are displayed with their respective status.
The status of possible follow-up documents (purchase requisition, purchase order, goods receipt, quality assurance, returns document) is analysed for MRP order parts (merchandise); for MRP production parts, the status of the follow-up documents is determined and displayed accordingly for all parts of the BOM (exploded BOM item, parts requisition, production order, purchase order documents, etc.).
If an MRP order part has now been produced, the system also searches flexibly for follow-on documents from production and vice versa.
ClassiX® supports flexible MRP, which means that purchased parts can sometimes be manufactured or production parts can sometimes be (partially) ordered.
This flexible MRP is also recognised and correctly evaluated by SCM.
Deadline overruns are also labelled.
The availability in the warehouse is determined for stocked parts. In the missing parts list with the option "Insufficient parts only", only those stock parts are displayed that are in stock in insufficient quantities on the required date.
A series of options (see below) is used to quickly obtain an overview of the delivery capability and its bottlenecks. The option to navigate to subsequent documents or higher-level items allows you to quickly obtain all the information you need to intervene to ensure punctual delivery.
Functionality
List window
| Menu item | Menu description |
|---|---|
| Edit | - |
| Select | - |
| : : Sales order | A screen for selecting a sales order or its items is displayed. If a sales order is selected, its unused advance requirements are automatically taken into account. |
| : : Stock order | A screen for displaying a stock order is opened. After entering a stock order number, a stock order item can be selected and dragged and dropped into the list window. |
| : : Advance requirement | A screen for displaying a preliminary requirement is opened. After entering a preliminary requirement number, a preliminary requirement item can be selected and dragged and dropped into the list window. |
| : : Parts request | A screen for selecting a part request is displayed. |
| : : Production order | A screen for displaying a production order is opened. After entering a production order number, a production order item can be selected and dragged and dropped into the list window. |
| Sort | - |
| : : Document type/subsequent document/provision | The list is sorted according to the specified columns. |
| : : Cancel sorting | 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 expanding/collapsing lines (see below). |
| Close | Close window |
| Options | Call up options window |
| Gantt chart | Display the list in the form of a Gantt chart (additional installation required) |
| Icon | Toolbar description |
|---|---|
 | A screen for selecting a sales order or its items is displayed. |
 | A screen for displaying a stock order is opened. After entering a stock order number, a stock order item can be selected and dragged and dropped into the list window. |
 | A screen for displaying an advance requirement is opened. After entering an advance requirement number, an advance requirement item can be selected and dragged and dropped into the list window. |
 | A screen for selecting a part request is displayed. |
 | A screen for displaying a production order is opened. After entering a production order number, a production order item can be selected and dragged and dropped into the list window. |
 | The original state of the list is restored. This may have been changed by expanding/collapsing lines (see below). |
 | The maintenance screen 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 MRP 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 required) |
 | The displayed list can be printed in the form of various predefined reports. A missing parts list is available by default (see option Display/only lowest missing parts). |
 | Restore saved list |
 | Save current list content. The list content for this list is saved in this window for the logged-in user. It can then be quickly restored using the "Restore saved list" button. |
 | Delete saved list |
| Field | Field description |
|---|---|
| Schedule as task - No direct execution | The programme run is executed via an application calendar. To schedule a batch or "night" run in this way, tick this box, set all the desired options via the "Options" menu and select the sales orders to be evaluated. Once the sales orders have been selected, a task for the night run is created directly, which remains open on the screen for post-processing. It displays the numbers of the sales orders selected for evaluation. Once the evaluation has been run during the night, the result is saved in a user list at the end ( Several analyses can be scheduled per night for different sales orders 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 the open tasks that have not yet been executed are displayed here. |
| list | - |
| : Sales order | Output of the full path of an order item. |
| : Level | Level of the displayed list entry. A sales order item itself can already have a level due to the structure of the order. This level is increased by the structure of the follow-on and secondary documents (parts list -> parts request). (see also Expand/Collapse) |
| Type | Type of the displayed list entry. These can be order items themselves (including order group, sales set or item) or follow-on document types (purchase order, parts list item, etc.). The type is described in the "Document type" column (see below). |
| Number | Identification number of the part or work centre (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 identifier of the part in the displayed document: "K" = purchased part, "F" = production part |
| Provision | Staging type of the part in the displayed document. |
| : Part request | For order items (primary order) that are MRP 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 sales item) or follow-on document types (purchase order, parts list 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 receive a tick symbol here. |
| : 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 follow-up document, further information is output here. For purchase orders, information on whether direct delivery (="Direct") plus the abbreviation of the contact person; for production orders, the first, unfinished work centre. |
| missed deadline | Indicated by a red dot if the latest start date of an item that has not yet been started or the latest end date of an item that has already been started but not yet completed has already been exceeded (with today's reference date). |
| Latest end date | 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. As the column content can be controlled via options, the column heading changes accordingly. |
| Stock level | 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. |
| Stock shortage | The display of the stock shortage depends on the stock availability option: If this option is set to "as of today", the stock shortage is compared to the current stock level. If the stock availability option is set to "by date", the availability is checked against the part's MRP account on the earliest start date. If the requirement cannot be fully covered, any stock shortage is also displayed in red. |
| Lead time | Lead time to fulfil the list entry. |
| : Earliest start | Earliest start of the fulfilment of the list entry. |
| : Earliest end | Earliest end of fulfilment of the list entry. |
| : Entry | Internal line type |
| : Line type | Internal sequential line number |
In addition to this global menu, there is a context-sensitive menu (right mouse button) relating to an individual list entry.
| Menu item | Menu description |
|---|---|
| Unfold | "Collapsed" (see below) list entries can be expanded again level by level. |
| Collapse | All higher-level documents associated with the selected list entry are hidden from the list. A redisplay is possible individually per level via "Expand" (see above) or as a whole via the menu item/button "Refresh display" (see above). |
| Superordinate part(s) | - |
| : Displays | The documents above the selected list entry - and therefore of a lower level - are displayed in selected form. They can be displayed level by level (individually) or completely up to the "top" primary document (entire supply chain). |
Reset | The last extended display of higher-level parts is removed from the list. |
| Navigate | - |
| Order item | The item of the primary order is called up for maintenance. |
| : Sales order | The primary order is called up for maintenance. |
| : Follow-up document item | The item of the displayed follow-on document is called up for maintenance. |
| : Follow-up document header | The header data of the displayed follow-on document is called up for maintenance. |
| Remove selected items | The lines selected in the list are removed from the view. |
Options window
All settings can be made here. The window can only be closed using 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, not the order item. The same applies to requirements requests: If a trading goods 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 | Menu description |
|---|---|
| Edit | - |
| : Set default settings | all changed settings are reset to default |
| Field | Field description | Filter missing parts list for production | Filter missing parts list for production + merchandise |
|---|---|---|---|
| Display | |||
| : Display filter | - | ||
| : : only missing parts | Only "not completed" items in the supply chain are displayed, i.e. a missing parts list is obtained. If only stock parts that will not be available in sufficient quantities on the desired date are to be displayed, the option "Only unavailable parts" must be set on the "Parts" option tab. Attention - Irregularity for missed appointments: | 1 | 1 |
| : : : only lowest missing parts | Only the open/uncompleted secondary items with the highest level are output. If a part - within the supply chain - requires upstream (higher-level) parts that do not all have the status "completed" themselves, this part is not displayed, but the upstream part or parts that have not been completed are displayed. The list therefore only shows the parts that need to be "completed" first in order to be able to complete the primary trigger items step by step. If filtering has been set (see staging filter), the parts are considered the "lowest" missing part if the staging type of the upstream parts - including unfinished parts - does not match the set filter. If, for example, an unfinished production part consists exclusively of stock material that is also unfinished = not withdrawn, the production part is displayed instead of the open stock withdrawals. If you still want to see the primary trigger items ("To whom does this missing part belong?") after the list has been created, you can display them again using the context menu (Display higher-level parts). New items added to the list can then also be removed again (see below: Reset last extended display extension) | ||
| : : only parts from production | Only parts that belong to a current production (parts were planned in a released part request) are processed, i.e. a pure production missing parts list is obtained. | 1 | |
| Read in | - | ||
| : : Replace sales order | When a new sales order/new order item is read in, the existing list is replaced. | 1 | 1 |
| : : Add sales order | When importing a new sales order/order item, the existing list is not replaced; an entire list can be created from various 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 exploded any further. If you still want to track them after output, you can "Expand" completed secondary order items using the context menu. | ||
| : : : None | The supply chain is output completely. | 1 | 1 |
| : : : Fix | If this option is selected, an additional field opens to determine the highest level of the supply chain to be output. | ||
| : : : : Plane | Determination of the highest level of the supply chain to be issued | ||
| parts | |||
| Provisioning 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 selecting the staging types - even multiple times: production part, purchased part, stock part. Only those list entries are then displayed whose parts correspond to the selected provision type. If the "Order parts" staging type is selected, you can select further options relating to service items and direct deliveries (see below). If the "Stock parts" staging type is selected, you can choose whether the stock availability should be checked on time (see below). | ||
| : : : Deployment type | Selection of the provisioning type after activation of filtering | ||
| : Order parts | - | ||
| : : Services | Specifies whether service items are to be output or not. | ||
| : : Direct delivery | Specifies whether direct delivery items are to be output or not. | ||
| : Bearing parts | - | ||
| : : Stock availability | Specifies whether timely stock availability is to be checked. | ||
| : : : as of today | A stock availability check "as of today" carries out the check for a possible stock shortage (list columns) against the current stock level. | ||
| : : : by appointment | The "by date" check is carried out on schedule against the MRP flows of the part in its MRP account. | ||
| : : Only unavailable parts | Only stock withdrawals that are not available in sufficient quantities on the withdrawal date are displayed in the missing parts list. If this option is not set, all stock reservations that have not yet been withdrawn are displayed. | ||
| : : Hide KANBAN parts | This option is set by default, i.e. KANBAN parts are hidden. | ||
| : Part type | - | ||
| : : Type | The type of the order item is checked | ||
| : : : Show text article | If the box is not ticked, order items for text articles (not to be confused with text blocks!) are not displayed. | ||
| Manufacturing | |||
| : Routing 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 | - | ||
| : : to | If the earliest, latest start and end date of a list entry and the reference end date are outside the appointment preview (all appointments are later than the appointment preview), the list entry is not displayed. | ||
| : Reference end date | - | ||
| : : Provision date | The provision date is output as the reference date for the deadline check. If this is not defined, the delivery date is used. | ||
| : : Delivery date | The delivery date is output as a reference date for the deadline check. | ||
| Button | Button description |
|---|---|
| OK BUTTON | Settings are saved and window is closed |
Related topics
Technical documentation
Module name
oitmsupp.mod
implementation
Set up SUPPLY_CHAIN subfolder in REPORTS folder, implement corresponding reports.
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