SA3985 - Requirements analysis (current demand)

Includes demand from sales orders that are committed, not cancelled and not fully dispatched.

For each line the requirement is the Qty ordered less the Qty dispatched, or the undelivered quantity of any scheduled delivery. This demand is shown in the S/O column.

Includes the BOM component quantities still needed by work orders that are not complete, based on the work order’s Qty committed, less any component quantity already started. This demand is shown in the W/O column.

Includes stock transfers that have not yet been applied. The quantity is treated as demand in the transfer’s “from” warehouse, and as quantity on order in the “to” warehouse. This demand is shown in the S/T column.

Includes each item’s Minimum hold qty in each warehouse as demand, dated today. This demand is shown in the MHQ column.

Note that this is an inclusion to the total demand, which allows you to predict the stock you will need to satisfy other genuine customer or production demands, as well as retaining your safety stock.

Includes demand from sales quotes whose current likelihood is equal to or higher than the percentage you enter. If dates or a job code are entered, only quotes within those dates and for that job are included. This demand is shown in the S/Q column.

Quotes are ignored when you enter a sales order, work order or dynalist number in the Specific requirements source section (unless you enter specific sales quote numbers).

This allows you to predict a future demand of stock. Use this with care: if ordering or production is affected by pending sales quotes that do not eventuate, you may over-order. However, you may benefit from visibility of possible future quote wins for commodity items with long lead times.

Also includes demand from sales orders that are not yet committed or approved. This option only has an effect when Sales orders (committed but not delivered) is also ticked, or when specific sales orders are entered.

It is not common to use this filter on a regular basis because it could lead to purchases of products for sales orders which never eventuate, however it is useful to see what ordering may need to happen if they were to be approved. Your business may have a process whereby sales orders that are not yet approved are just awaiting internal approval and are therefore just as valid as approved orders.

Includes component demand from work orders that have not been committed (Qty committed is 0), using the full Qty requested of the work order.

It is not common to use this filter on a regular basis because it could lead to purchases of products for work orders which never eventuate, however it is useful to see what ordering may need to happen if they were to be committed. Your business may have a process whereby work orders that are not yet committed are just awaiting internal approval and are therefore just as valid as committed orders.

Limits the demand to items whose Item code begins with the text you enter, so only that kit’s own demand (and, if drilling, its components) is shown.

This filter is not an additional source, rather a restriction on the sources listed above.

Excludes demand from sales orders that are flagged as "Hold dispatches"

Limits demand to the sales order numbers you enter. Separate multiple sales orders with commas.

Demand from work orders raised for those sales orders is also included. Stock transfers, minimum holding quantities and sales quotes are not included. Quantities on order from work orders raised for other sales orders are not counted as supply.

Limits demand to a single line of the sales order, based on the line number.

Exactly one sales order number must be entered to use this filter.

Limits demand to the work order numbers you enter. Separate multiple work orders with commas.

Sales orders, sales quotes, stock transfers and minimum holding quantities are not included.

Limits demand to the work orders in the Dynalist number(s) you enter.

Limits demand to the sales orders in the Dynalist number(s) you enter.

Limits demand to the sales quote numbers you enter. Separate multiple quotes with commas.

The Sales quotes (over likelihood of x %), the Only where required between dates and the Job code filter are ignored for the quotes you enter.

Sales orders, work orders, stock transfers and minimum holding quantities are not included, unless you also enter a sales order or work order number.

Limits demand to requirements whose date falls on or between the dates you enter. The date used depends on the source of the demand:

• Sales orders
  • The scheduled delivery date, or the sales order’s Date required when there is none.
• Work orders
  • The work order’s Date required, or the route scheduled start date when Use ROUTE start dates for BOM item date required is ticked.
• Stock transfers
  • The transfer Date.
• Sales quotes
  • The quote’s Date required.

Minimum holding quantity and forecast demand are not limited by date.

Only show where the quantity that is on order for the items exceeds the Shortfall. The shortfall is the quantity required less the quantity currently in stock.

Show the complete requirements generated from the source data, even if there is no current shortfall. You would use this option to verify that no other filtering has excluded items from your data. This option is common in situations where you say “I am sure we needed XYZ, but it is not showing on the report”

Show where there is a higher demand for stock than can be met by the current quantities in stock, but not including quantities that are on order through work orders or purchase orders. This option is used when you want a complete list of everything that is short, whether you have plans in place to fix it or not.

Show any item where the demand is higher than the supply for current stock plus purchase orders and work orders. This is the most common option to say “Show me where there is a problem” because it will highlight any items that have a demand which will not be fulfilled.

All calculations currently factor stock on hand into the final calculation for “Shortfall”. However, using this option prevents any current stock on hand from being taken into account. This will generally produce a larger results set and more requirements because all of the calculations will assume that the raw requirements are unable to be offset by current stocks.

The Qty stock column still shows the actual stock.

Notably, this also affects the operation of drilling into subassemblies: it will be assumed that no subassemblies exist in stock and therefore will be drilled into at every level for the full required quantity (less any quantities on purchase orders or work orders, subject to the option below) of the base requirements.

All final calculations currently factor the quantity on outstanding purchase orders or work orders into the final calculation for “Shortfall”. However, using this option prevents any purchase order or work order backorders from being taken into account.

This will generally produce a larger results set and more requirements because all of the calculations will assume that the base requirements are not being offset by quantities on order.

Notably, this also affects the operation of drilling into subassemblies: it will be assumed that there is no future supply of this stock and therefore will be drilled into at every level (less any quantities in stock subject to the option above) for the full required quantity of the base requirements.

Excludes items whose Type is non-stock.

Excludes items that are Pending delete or have Do not use set.

This is a results filter that will only show resulting required items that are also kits (assemblies) and which have been flagged as “Make to order” on the item’s setup tab. This option is useful to isolate production items that are needed for customers.

This is a key option that determines whether or not demand for kits (assembly items) will result in drilling through the kit item to arrive at the raw materials that will be needed to produce that item. When used, the item itself will still be shown as a requirement in the result, as well as all of its components.

When drilling occurs, the item’s bill of materials will be used to determine the components that are required for the item. However, the “Fixed workorder quantity” will not be included (because it is now known how many work orders will be needed or produced).

When determining the quantity of each item that is used to drill at each level, the report will first examine the quantity in stock or on order (subject to the options above for Do not factor any Qty On Order into requirements (P/O, W/O) and Do not factor any stock on hand into calculations, and take only the remaining quantity to drill into components.

For example, say you have a requirement for an A that contains an assembly B.

• This report will examine the requirements of item A, deduct the current quantity in stock and on order, and then use the remaining quantity as the quantity to drill in and find out how many item B’s are needed.
• Then, when drilling into item B, the report will examine how many item B’s are in stock or on order, and then drill into the remainder to get to item C within B.

At each drilling level, the total requirement for each subassembly is analysed, and drilling is performed on the total quantity required of a subassembly based on the base requirements for all of the assemblies which contain that item.

The default work order component warehouse must be set in System > Preferences > Manufacturing, unless Use parent kit’s warehouse for drilled demand is ticked.

Limits drilling to kits whose preferred supplier’s Supplier code matches the code you enter.

This option is typically used to drill into an INHOUSE supplier (i.e., yourself) so that you do not drill into items that are marked as kit items but which you also purchase from a supplier.

Does not apply the supplier’s minimum order quantity or reorder multiple when calculating the Sugg R/O. Only the warehouse reorder quantity is applied.

This option is useful if you want to know how much should be ordered regardless of supplier minimums.

This option instructs the report to show results for individual warehouses. Using this option prevents warehouse quantity in stock pooling, which can result in a different suggested reorder quantity when the current quantities in stock are taken from the total of all selected warehouses.

For example, if you have a main warehouse and two branches, and one of the branches has a massive excess of stock, the report may determine that no stock needs to be ordered or made for any warehouse. If, however, your warehouses are treated separately such that you cannot readily transfer stock between them then this option will be important so that you ensure isolation of warehouse quantities.

Uses the scheduled start date of the route that uses each component as the date the component is required for work orders, instead of the work order’s Date required. Where a component has no route start date, the earliest route start date of the work order is used, then the work order’s Date required.

This affects the First required and Sugg P/O columns, and the date range filter.

When there is demand for a kit item that has subassemblies, and the Drill into kits to forecast indirect requirements filter is enabled, the warehouse that traditionally registers the demand for each drilled component is the Component warehouse for its corresponding parent kit, because that's where the components would be drawn from by default if a work order was to be created.

However, with this filter enabled, the drilled component demand is placed in the warehouse of the parent kit’s requirement.

If the demand for the kit was generated because the kit was sitting on a sales order, then it will be the sales order Warehouse. But, if the demand for the kit was because that kit was a component of an existing work order in the system, then the parent kit's warehouse is effectively the Stocking warehouse of the kit instead of the component warehouse.

This option is used when you want to see what the requirements would be in a single warehouse without taking into account stocks that may be in separate component warehouses.

Includes work order components even where more has been started than the work order requires (a negative requirement), and allows items with a negative Required quantity to be shown when using Show complete requirements, even if there is no current shortfall.

You may have bills of materials that consume a negative amount of a component. For example, a kit may swap an existing part and effectively 'recover' parts. By default, this report does not mathematically take into account any demand less than 0.

With this filter enabled, it does support negative BOM requirements, meaning you could technically end up with a 'supply'.

If the sales order line from which the requirement is drawn has a delivery schedule, then the date of each delivery that has not been fulfilled will be used. This will technically result in multiple individual requirements but will finally be consolidated into a single item. However, if the filter Only where required between X and Y is set, the individual sales order schedule lines may be filtered out producing only the remaining quantity that is required between the dates.

If the filter Use ROUTE start dates for BOM item date required has been ticked, then the date required will use the route date from the route that is linked to the work order component on the base item’s Bill of Materials management. For example, if a work order contains a component A, and in the bill of materials form (on the Item form) for kit item shows that this component is linked to a specific route code, then the date will be drawn from that linked route code. If the component does not have a direct link to a route, then the earliest date from all routes will be used as the date required for the item.

If the filter Use ROUTE start dates for BOM item date required has not been ticked, then the date will be the work order’s Date required.