Line Item Availability Logic (Bundling Logic will evolve from here and will be added later).
8/9/13 Pay attention to notes in RED within this document.
1. Manufactured Stock Item:
a. Ship Complete Today: If the full quantity is available in the order warehouse use today’s date and the order warehouse.
i. NOTE: there are no alternatives.
b. Ship Alternate Today: If the full quantity is available in an alternate warehouse use today’s date and the alternate warehouse.
i. NOTE: possible alternates include, ship complete from order warehouse in 72 hours, split ship from order and alternate warehouse today, ship partial and backorder the rest from order warehouse
c. Ship Complete in 72 Hours: If none of the above exists then set the date to plus three days and the warehouse to the order warehouse.
i. NOTE: possible alternatives include, split ship from order and alternate warehouse, ship partial and backorder the rest from the order warehouse.
d. Split Ship Today: If a partial quantity is available in the order warehouse and the balance is available in an alternate warehouse then the let them know the line will be split ship from the two warehouses using today’s date.
i. NOTE: possible alternates include, ship partial from the order warehouse and backorder the rest.
e. NOTE: Alternate warehouse options are not given when the Zip Code is identified as a Customer Pickup (CPU) – simply eliminate options associated with alternate warehouse.
2. Purchased Stock Items
a. Ship Complete Today: If the full quantity is available in the order warehouse use today’s date and the order warehouse.
i. NOTE: there are no alternatives.
b. Ship Alternate Today: If the full quantity is available in an alternate warehouse use today’s date and the alternate warehouse.
i. NOTE: possible alternates include split ship from order and alternate warehouse today, ship partial and backorder the rest from order warehouse on the expected PO Receipt date (see Technical notes below), ship complete from order warehouse on the expected PO Receipt date (see Technical notes below).
c. Split Ship Today: If a partial quantity is available in the order warehouse and the balance is available in an alternate warehouse then the let them know the line will be split ship from the two warehouses using today’s date.
i. NOTE: possible alternates include, ship partial and backorder the rest from order warehouse on the expected PO Receipt date (see Technical notes below), ship complete from order warehouse on the expected PO Receipt date (see Technical notes below).
d. Ship Complete on Expected PO Receipt Date: If none of the above exists then set the date to the expected PO Receipt date and the warehouse to the order warehouse.
i. NOTE: possible alternatives include, ship partial from the order warehouse and backorder the rest on the expected PO Receipt date.
e. NOTE: Alternate warehouse options are not given when the Zip Code is identified as a Customer Pickup (CPU) – simply eliminate options associated with alternate warehouse.
3. Transferred Stock Items
a. Ship Complete Today: If the full quantity is available in the order warehouse use today’s date and the order warehouse.
i. NOTE: there are no alternatives.
b. Ship Alternate Today: If the full quantity is available in an alternate warehouse use today’s date and the alternate warehouse.
i. NOTE: possible alternates include split ship from order and alternate warehouse today, ship partial and backorder the rest from transfer from warehouse in three days (if manufactured item) or on the expected PO Receipt date (if purchased item), ship complete from transfer warehouse on the expected PO Receipt date.
c. Split Ship Today: If a partial quantity is available in the order warehouse and the balance is available in an alternate warehouse then the let them know the line will be split ship from the two warehouses using today’s date.
i. NOTE: possible alternates include, ship partial and backorder the rest from transfer warehouse in three days (if manufactured item) or on the expected PO Receipt date (if purchased item), ship complete from transfer warehouse on the expected PO Receipt date.
d. Ship Complete on Availability Date: If none of the above exists then set the date to three days (if manufactured item) or to the expected PO Receipt date (if purchased item) and the warehouse to the transfer warehouse.
4. Mod Manufactured Items
a. The date and warehouse for Mod items will be calculated in the configurator. The date and warehouse for Mod items will be calculated in the configurator. (JA/JP: I don’t think there will be any changes to the normal logic here but please let add logic if necessary or let me know if we need to discuss further).
5. Marketplace Items
a. The date and warehouse for Marketplace items will be calculated in the configurator. (JA/JP: I don’t think there will be any changes to the normal logic here but please let add logic if necessary or let me know if we need to discuss further).
Technical:
1. To determine the available quantity in a given warehouse do as follows:
a. Available Quantity = INVWHS<1> - (INVWHS<2>+INVWHS<4>)
2. The logic to determine how many warehouses are acceptable alternatives is still being discussed. For the time being we will build generic logic as described below. There are a few questions that will ultimately be answered and may need to be updated in the code.
a. How to determine the number of warehouses that are acceptable alternatives from which items availability can be offered.
b. How many different warehouses will we ship from on a single order that is being “checked out”
c. For the base functionality we will use the following logic in offering availability options for an item:
i. The list of acceptable Alternate Warehouses will be found in SYSTBL, “WZIP” (Web Zip Codes). Use the zip code from the Shop Widget or Cart. The table has ranges using the first 3 digits of the zip code. Locate the 3 digit zip in the key to find the correct record. The first attribute is the end of the range. The second attribute contains a list of warehouses separated by commas. The first warehouse is the primary. The second and third values are the acceptable alternatives in priority sequence (again this may change in that we may only look at one valid alternative and/or the number of alternatives may vary by state or area.
d. WZIP<0> = “WZIP*”:Start of 3 Digit Range
e. WZIP<1> = End of 3 Digit Range
f. WZIP<2> = Valid Alternate Warehouse by Priority (multivalued)
3. To determine the expected PO Receipt date for a purchase item. Using the Inventory Planning (for the pertinent warehouse/plant) sum up all Sales Order demand for the item and then loop through all Purchase Order supply netting against demand to determine the date that a Purchase Order will be received that will satisfy the demand. If there is not a PO on record that will satisfy the demand generate the date using the Purchase Lead Time from the ITMPLTMST file. When you have arrived an expected PO Receipt Date add 1 additional day for receiving time.
a. ITMPLTMST<0> Plant*CPN
b. ITMPLTMST<9> Purchase Lead Time
c. INVPLANxx<0> CPN
d. INVPLANxx<1,X> SALES DUE DATE (MV)
e. INVPLANxx<2,X> SALES QTY DUE (MV)
f. INVPLANxx<4,X> PURCHASE DUE DATE (MV)
g. INVPLANxx<5,X> PRUCHASE QTY DUE (MV)
4. The Item Type Flag (MPT) and Transfer Warehouse can be found in the ITMPLTMST file as follows.
a. ITMPLTMST<0> Plant*CPN
b. ITMPLTMST<8> MFG/PUR/TRANSFER FLAG
c. ITMPLTMST<12> TRANSFER FROM WAREHOUSE (aka SUPPLY WHS)
Bundling:
Bundling Rules (as of 8/8/13) are not yet fully fleshed out. Bundling rules will be published in the Wiki and technical details.