This topic discusses committed quantity and the concepts of current committed quantity and future committed quantity. Committed quantity is used when you run a Suggested Order Report (RSO). Committed quantity is part of the equation that the system uses to determine the quantity to order of an item. Committed quantity also impacts the Quantity Available amount for a SKU.
POS transactions, such as a blanket order, can include delivery dates that are in the future. You can set up various options to determine if and when committed quantity with a future delivery date is considered to be a current committed quantity. Then when quantity available is calculated or a suggested order is run, the quantity will be a realistic amount and not overstated or understated.
The following are the options that you need to review and set up to determine how you want committed quantity to apply on your Eagle system. For general help with setting options in the Options Configuration window, click here.
Use Current Committed Quantity in Suggested Order (ID#8117, Subsystem=Purchasing).
Only applies if system option, Customer Order Management on System (ID#76), is set to Yes.
Set this option to Yes if you want to use only the current committed quantity amounts when running a suggested order (RSO). Set this option to No if you want to use the entire committed quantity amount (current and future) when running RSO.
Days added to vendor lead time to determine 'current' committed quantity (ID#8119, Subsystem=Purchasing).
Only applies if system option, Blanket Orders on System (ID #132), is set to Yes and application option, Use Current Committed Quantity in Suggested Order (ID#8117), is set to Yes.
Enter a number in this option. The system then adds that number to the vendor lead time to determine the number of days before future committed quantity becomes current. The lead time for the vendor is from the Lead Time field located on the Order Info tab in Vendor Maintenance (MVR). The system then considers committed quantities with a delivery date less than or equal to the sum of the days as current. The current committed quantity is then used when running a suggested order (RSO). This ensures that quantities on a POS order transaction that are scheduled for delivery soon will be ordered from the vendor in time to meet the delivery schedule.
The following example illustrates how this option is used. For example, in MVR the lead time for vendor ACME is 14 days. In options configuration, you enter 3 days for this option. The system adds 14 + 3 for a sum of 17. For POS order transactions with a delivery date within the next 17 days, the system considers their committed quantities to be current. Any POS order transactions with delivery dates more than 17 days away are considered future. Only the current committed quantities are used when running a suggested order (RSO).
Use 'current' committed quantity in calculation of Quantity Available? (ID#8121, Subsystem=POS).
Only applies if system option, Blanket Orders on System (ID #132), is set to Yes.
Set this option to Yes if you want to use only the current committed quantity amounts when Quantity Available is calculated. Set this option to No if you want to use the entire committed quantity amount (current and future) to determine quantity available. If creating blanket order transactions at POS, it is recommended that you set this option to Yes.
If you set this option to Yes, then the following will use the current committed quantity amount:
the Source Menu in POS, the available quantity
the Available to Promise window in Inventory Maintenance (IMU), the available quantity on the Inventory and Stores tab
the Available to Promise window in Inventory Maintenance (IMU), the Inventory tab, the committed field will display both the current and future committed quantities, separated by a slash. For example, 87/321, would indicate that 87 is the current committed quantity and 321 is the future committed quantity.
the Source Menu in POS, the committed field will display both the current and future committed quantities, separated by a slash. For example, 87/321, would indicate that 87 is the current committed quantity and 321 is the future committed quantity.
during a POS transaction, when the system checks for sufficient quantity, the calculation will be based on the current committed quantity amount
The value you enter in the application option, Number of days before future committed quantity becomes current (ID#8123), is used to determine the current committed quantity amount.
Number of days before future committed quantity becomes current (ID#8123, Subsystem=POS).
Only applies if application option, Use 'current' committed quantity in calculation of Quantity Available? (ID#8121), is set to Yes.
Enter a number in this option. This is the number of days the system uses to determine when to consider future committed order quantities as current. The system considers committed quantities from POS transactions with a delivery date less than or equal to this number as current, and then uses this current committed quantity when calculating quantity available in POS. This ensures that the committed quantities you need for future deliveries do not impact your ability to determine if you have quantity available to meet your current needs.
The following example illustrates how this option is used. For example, you enter 14 days in this option. The system considers POS order transactions with a delivery date within the next 14 days to be current, and then uses the current committed quantity when calculating quantity available. POS order transactions with a delivery date of 15 or more days away are not included when calculating quantity available.
How this information is displayed:
the Source menu in POS and the Available to Promise window will display the current committed quantity and the quantity available amount based on that current committed quantity
the field in Inventory Maintenance (IMU) will continue to display committed quantity and quantity available based on the full committed quantity amount (it does not separate current and future committed quantity)
This section describes what happens when you run the RSO report, assuming the options are set as follows:
(ID#8117) Use Current Committed Quantity in Suggested Order is set to Yes.
(ID#8119) Days added to vendor lead time to determine 'current' committed quantity is set to a number greater than zero.
Here are the various ways you can run the RSO report and how the system then determines the committed quantity.
The RSO is run with Order Calc Option V, Use Primary Vendor Information Fields, and the same vendor code is entered in both the From and To Prime Vendor field. The system then looks up that vendor in Vendor Maintenance (MVR) and uses the lead time for that vendor and the setting from ID#8119 to determine the current committed quantity.
The RSO is run with Order Calc Option M, Use Manufacturer Information Fields, and the same vendor code is entered in both the From and To Manufacturer field. The system then looks up that vendor in Vendor Maintenance (MVR) and uses the lead time for that vendor and the setting from ID#8119 to determine the current committed quantity.
The RSO is run with Order Calc Option I, Use IMUV Vendor Information Fields, and the same vendor code is entered in both the From and To Alternate/Sec Vendor field. The system then looks up that vendor in Vendor Maintenance (MVR) and uses the lead time for that vendor and the setting from ID#8119 to determine the current committed quantity.
If the RSO is run in any other way, then the system uses ID#8123, Number of days before future committed quantity becomes current, to determine the current committed quantity.
The following applies to POS transactions and current committed quantity:
Quotes changed to Orders using Misc menu option K will consider current committed quantity when checking for sufficient quantity.
Changing a Bid to an Order will not use current committed when checking for sufficient quantity, it will consider the total committed quantity.