View Affected Orders - Due to Modification of Return Dates

Content was last updated in 06.22.02-00

Revision History

You can now view how changes in the start/end dates of any rental order, can affect other rental or transfer order, not just in the same site but at other sites as well.

This conflict arises when the Order dates are changed, it alters the availability of the items, since the required quantity is no longer available on the expected dates; the shortfall subsequently restricts other order from being fulfilled..

The same information can be viewed under Affected Orders, in Accounts module.

Pre-requisites

1. Create four sites: San Jose, London, Berlin, and Auckland.

2. Create stock [SKU-TEST-01] at each of the sites as: San Jose (11), London(4), Berlin(3), and Auckland(1). See

   Figure 1.0: Site specific stock information for SKU-Test-01

    

   

3. Create orders at each of the sites as per details given in the following table

   Table 1.0: Sample Order Information

   Order Site	Order Type	Order#	Order Qty.
   San Jose	Rental	ORD-121	6
   	Rental	ORD-122	3
   	Transfer	TRF-London	2
   	Transfer	TRF-Berlin	2
   London	Rental	ORD-221	4
   	Transfer	TRF-Auckland	2
   Berlin	Rental	ORD-331	3
   	Rental	ORD-332	2
   	Transfer	TRF-Auckland	3
   Auckland	Rental	ORD-441	4
   	Rental	ORD-442	2

    

   Figure 2.0: Order List for Item [SKU-Test-01]

   

    

4. Process these Orders to Out, Filled, or Overdue status.

This clause ensures that the items are actually out from the Site's inventory, and only the residual stock at the site is considered for any subsequent Order created or any existing Order modified. These Orders are termed as Inflicting Orders.

Linguistically speaking, they are the source/reason of the shortfall trouble, and are imposing (making the impact happen) the shortfall on other Orders.

Table 2.0 Initially Created Scenarios

Sample Workflow

1. Change the begin/return dates for rental orders as follows.

Table 3.0: Sample Order Information

You can change the dates of the Orders at a site, using any of the following access points.

1. Order > Dates Tab > Edit Dates

2. Order > Actions > Change Dates > All Lines/ Selected Lines

3. Order (Double click) > Line Edit Dates

4. Order Search > Order Dates Edit

   1. Single Order

   2. Multiple Order

Also, ensure that 'View Affected Orders' checkbox is selected in the window where you had change the return date for the Order.

2. Changing the above dates, disrupts the availability of the items at the four sites, since the required quantity is no longer available on the expected dates.

3. The 'Extension Duration' of the Order has been depicted as              in the table below.

4. The 'Impacted Order' due to short-fall in quantity has been depicted as Red Block in the table below.

5. The 'Numbers in Negative' (in Remaining Qty @ Site row) refer to the shortfall quantity.

Table 4.0 Scenarios after dates are modified

3. If 'View Affected Orders' checkbox is selected, then when you attempt to perform the change dates, system gives you the following prompt.

Figure 3.0 Prompt-1 conforming 'View Affected Orders'

Upon confirmation, the following prompt is shown,

Figure 4.0 Prompt-2 conforming 'View Affected Orders'

Upon further confirmation, the Affected Order(s) window are shown (Only if there are 1 or more orders which gets affected, this window is displayed).

Figure 5.0  List of 'Affected Orders' when 'Return Date' for ORD-121 is modified

Figure 6.0  List of 'Affected Orders' when 'Return Date' for ORD-331 is modified

Important Points

This feature lists only those Affected Orders for which the status is - Reserved, Hold, or T-Reserved. This clause ensures that the items considered in Affected Orders are going to be consumed and system expects them to be available in the inventory. Subsequently, when the required quantity is not available, it considered as a shortfall, and list them out as Affected Orders.   In case of E-Pool Orders, the site that is considered for checking conflict is Ship and Return site of the Inflicting line.   In case of Orders impacted due to an inflicting transfer order, the system considers a lock-in period of 15-days, from the first instance of transfer order.  For Example: Let's consider, an Order from Site A to Site B cannot be processed (assumed as cancelled) because an Order at Site A is not getting returned on its original schedule. Thus subsequently, at Site B, an order cannot be processed, due to unavailability of required stock quantity. In such situation, system will consider ONLY those orders as 'Impacted/Affected Orders' whose ship date falls within 15 days counting from the ship date of first Impacted/Affected order at site B.   You can expand-collapse the line, to show any 2nd level inflicting order. For Example: Using the scenario from previous example, both the Transfer order (Site A) and the Return order (Site A) will be deemed as inflicting orders. Both of these Orders will appear in an expand/collapse section (in the inflicting Order column) under impacted Orders for Site B. See Figure 5.0 and Figure 6.0