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We are currently using IFS Apps 9 UPD 13. We are looking to become more efficient in our handling of shortages. Upon receipt of a part, we receive a notification that a shortage exists for that part. We then go to the Resolve Shortages for Inventory Part and search for that part no. We can then add  a Qty to Reserve to the orders that shortages exist.

 

Our question, is there a way to issue the part to the Order and print a shortage tag instead of simply reserving the part?

 

I have created a custom report and custom menu to print a tag but it is still a manual process. Also, would then need to issue the part from another window.

 

Does anyone have a more efficient workflow that they use for shortage handling? Is there improved functionality for shortage handling in IFS Cloud (that we will be soon upgrading to)?

You could use a custom event to issue out the parts when they are reserved.

For the shortage handling to work, a reservation must be attempted on the demanding orders (ex. shop orders). If this attempt is not made, the system won’t create a shortage alert, even if the parts are actually in short. Therefore there is a chance you would likely miss out on get alerted about the shortage parts. A more sure way is using auto reservation using a scheduled background job. See the suggested steps below:

  1. The stores will receive the parts as usual and put they away at the default store locations. 
  2. The system runs a background job, say every 2 hours, and reserve parts to demanding orders based on a custom priority order (ex. international customer orders first, then local customer orders, then top level shop orders, then component level shop orders, etc.)
  3. The system generates pick lists based on new reservations, say every 4 hours and optionally prints to a printer
  4. A new lobby item can be set up as an addition to display any new pick lists created within last 1 hour or so

The above reduces time needed to manually handle shortages, and human error while the system takes care of it using a pre-defined logic.

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