Item Disposal per Period Page
The Item Disposal per Period page is accessed using Tell Me. Choose the 
icon, enter Item Disposal per Period, and then choose the related link.
When the page is opened for the first time, it will be empty. To display results, a calculation must be run.
If data from a previous calculation exists, you can either:
- Choose the Update demand or Update expected supply actions to recalculate based on current supply and demand.
- Choose the Calc. Lines action again with different parameters to analyze alternative scenarios.
Calculate Availability
The availability information in the Item Disposal per Period page is calculated by choosing the Calc. Lines action on the New menu. The Calculate raw material availability request page opens with the settings for the periods to show as well as what to include and filters to set.
The fields in the request page are described in the following table.
| FastTab | Field | Description |
|---|---|---|
| Options | Period Type | Defines how the availability data is grouped in the matrix columns. The options are Day, Week, and Month. |
| No. of Periods | Specifies how many future periods should be calculated, starting from the selected Starting Date. Although the underlying data structure allows up to 26 future periods plus one additional column for "This Period" (i.e., a total of 27 periods), the page displays only 20 future periods and the current period. NOTE: This setting controls how many periods are calculated, not how many are displayed. If you enter more than 20, the additional periods will still be processed and stored in the background, but they will not be visible in the matrix unless the page is extended accordingly by a developer. |
|
| Starting Date | Specifies the date from which the first period should begin. | |
| Show Option | Defines which items are shown in the result. The options are: - Need Backlog Exist: Shows only items with negative availability. - Need Exist: Shows items with any demand (regardless of stock). - Each Item: Displays all filtered items, regardless of availability or demand. NOTE: When using the Need Exist option, the system only displays items for which there is demand (e.g., from sales or production orders). Depending on other filters, such as Only Seq. Planned Prod. Orders, the system may suppress sales lines if no matching scheduled production exists. |
|
| Incl. Planned Documents | Determines if planned documents are included in the calculation. This includes: - Planned purchase orders without a Promised Receipt Date. - Planned or firm planned production orders. If not turned on, only purchase orders with a Promised Receipt Date and production orders with Status = Released are considered. |
|
| Only Seq. Planned Prod. Orders | Determines if the system only considers components from production orders that have been explicitly scheduled. Scheduling is determined by the Sequence Position field on the production order. Only production orders with a sequence position below 999999999999.0 are treated as scheduled and included in the calculation. Orders with the default value 999999999999.0 (i.e., not scheduled) are excluded. If using the integration with COSMO Process Manufacturing, this setting ensures that only components from production orders that have already been scheduled in Sequence Planning are considered. This prevents the calculation of requirements on dates that have not been deliberately planned. NOTE: The logic also works without COSMO Process Manufacturing. However, if no process assigns a valid sequence position, this setting may unintentionally exclude all components from the calculation. |
|
| Filter: Item | Sets various filters on items to be included in the calculation. | |
| Filter totals by | A storage location can be filtered using the Location Filter, which is required for including Transfer Orders in the calculation (see Create Procurement Documents). Filtering totals by location/variant applies the filters to the final output only. NOTE: The filtering does not influence the initial list of items – only the data shown in the matrix. If no values match the selected Location/Variant filter(s), the item can appear with no values or even be hidden. |
After you enter the required information in the Calculate Raw Material Availability request page, choose the OK button to run the calculation.
Options FastTab
After updating or running the calculation, the Options FastTab displays the Period Type, Start Date, and Display Option values defined in the request page.
Repeater FastTab
After updating or running the calculation, the Repeater FastTab displays the projected changes in availability for each period.
Disposition Types
The Disposition Type field shows the different types of supply and demand that are included in the availability calculation. Each item has a main line for "Inventory" that can be expanded to show additional lines per disposition type. The actual entries shown depend on the Show Option setting from the request page, demand data, and calculated values. The following disposition types are possible:
Demand (Need)
- Sales – Open sales orders.
- Prod. Order Need – Component requirements from production orders.
Note
Sales lines are only shown if the shipment date falls within the calculated date range and the sales line has an outstanding quantity. In addition, turning on the Only Seq. Planned Prod. Orders toggle may exclude matching sales lines if no corresponding sequence-planned production order exists for the item.
Important
Prod. Order Need lines display component demand from production orders. This is only shown if either:
- A Routing Link Code is set on the component.
- The Production Order contains only one operation.
If neither a Routing Link Code is defined nor the production order has only one operation, the component demand cannot be distributed across periods. In this case, the entire quantity is assigned to the first period (starting date), and will only appear in that column of the matrix.
Supply (Supply)
- Promised Purch. Orders – Purchase orders with confirmed receipt dates.
- Planned Purch. Orders – Purchase orders with only planned receipt dates. Only shown when Incl. Planned Documents is enabled.
- Released Prod. Orders – Production orders with status Released.
- Planned Prod. Orders – Production orders with status Planned or Firm Planned. Only shown when Incl. Planned Documents is enabled.
- Transfer Orders – Planned receipts and issues.
Calculated Values
- Inventory – Current stock.
- Balance – Net balance for each period.
- Balance Cumulative – Running total across periods. Displayed even in collapsed view. Negative values are shown in red.
The disposition type information is bolded if the item is a Raw Material Item.
Fields
The remaining fields on the Repeater FastTab are described in the following table.
| Field | Description |
|---|---|
| Disposition Type | See Disposition Types. |
| Item / Item Description / Item Description 2 | Shows the items and related values from the Item Description and Item Description 2 fields. This information is bolded if the item is a Raw Material Group Item. |
| Inventory | Shows the total inventory for each item on the main "Inventory" line. |
| Qty. on Purchase Order | Shows the quantity of the item on Purchase Orders as of the starting date. |
| Qty. on Component Lines | Shows the quantity of the item on Component Lines as of the starting date. |
| Calculated Periods | Displays availability across the selected number of periods, as defined in the Calculate Raw Material Availability request page. The system always adds one initial period before the calculated ones: - The initial period includes all data up to and including the Starting Date, such as stock levels and documents with past dates (e.g., open sales orders, production orders, etc.). - The subsequent periods represent the calculated periods based on the selected Period Type (Day, Week, Month) and No. of Periods. NOTE: Although you can calculate any number of periods, the user interface currently displays a maximum of 21 columns (1 initial + 20 calculated periods). |
Bin information can be viewed for selected lines by choosing the Bin Contents action.
Update Availability
Once an initial calculation is made, the view in the Item Disposal per Period page can be updated by choosing the Update demands or Update expected supply actions on the New menu.
Create Procurement Documents
Once the initial calculation is completed, you can update the data displayed on the Item Disposal per Period page at any time by choosing the Update Demands or Update Expected Supply action from the New menu.
Procurement documents can be created directly for the selected item line using the following options:
Create Purchase Order
- The vendor defined on the Item Card is used by default.
- If no vendor is assigned, the Vendors page opens, allowing you to manually select a vendor.
- If blanket purchase orders exist for the selected item and vendor, the system automatically attempts to create a call-off order from them.
Create Transfer Order
- This option is only available if a Location Code was specified in the Location Filter on the Calculate Raw Material Availability request page.
- When triggered, the system prompts you to select the Transfer-from Location from the Locations page.
- The selected location is used as the source for the transfer order.
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