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A run through the meaning of the different Shortage statuses

How to calculate Shortage Status on Sales Orders
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Shortage on Demand Orders" which is available at Microsoft AppSource. Click to visit AppSource. Shortage on Demand Orders

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Presenter: Sune Lohse, Chief Strategy Officer

This is what happens in the video

If you run a Microsoft Dynamics 365 Business Central setup where sales orders compete for the same items and components, you need a fast way to see whether you can actually deliver. The Shortage on Demand Orders app from Abakion adds a shortage status field to your sales order lines and sales order header that tells you exactly that.

The shortage status follows a fixed sequence. A blank status means the line is not calculated. “On stock” means you have enough inventory to cover all demands in the selected period. “Conflict stock” means you can cover this specific line, but not every demand for that item, so handling the order may create conflicts elsewhere.

For production items, “Complete production” means you have enough components to produce what is needed, while “Conflict production” means producing for this line leaves other lines short at the component level. “Partial stock” and “Partial production” mean you can cover part of the demand. “No stock or no production” means neither inventory nor components are available. An “Error” status means the calculation could not run, for example because a production BOM is not certified.

How the shortage status is calculated on sales order lines

The shortage status sits on the sales order lines and rolls up into a single field on the sales order header. The easiest way to understand it is through the list of statuses shown on the app’s landing page on abakion.com, where the Shortage on Demand Orders app explains each value.

The calculation works through the statuses in a fixed order. It starts with the best possible outcome and moves down the list until it finds the one that matches the situation.

  • Blank: The line has not been calculated yet.
  • On stock: There is enough inventory to cover all demands within the selected period.
  • Conflict stock: There is enough inventory to cover this specific line, but not enough to cover all demands for all items. Fulfilling this order may create conflicts on other orders.

Production statuses for items with replenishment system production

If the item has the replenishment system set to production, the calculation looks at whether you can manufacture what you need.

  • Complete production: There is not enough inventory to cover the demand on the lines, but you have enough components to produce the item and fulfil this order and all other orders with the same item.
  • Conflict production: You can produce enough to cover this line’s demand, but doing so leaves other lines short. The conflict happens at the component level, the lower levels in the structure.

Partial coverage and no coverage statuses

If complete or conflict production is not possible, or the item is not a production item, the calculation checks whether you have any inventory at all.

  • Partial stock: You have some inventory, but not enough to cover the full demand.
  • Partial production: You have no inventory, but you can produce part of the demand based on the available components, following the same logic as conflict and complete production.
  • No stock or no production: You have no inventory on the item and you are missing at least one of the components, so nothing can be produced.

When the shortage status shows an error

An Error status means the calculation could not be completed. This happens, for example, when a production bill of material is not certified and you have no inventory. The calculation tries to evaluate the production level, but cannot, so it returns an error instead of a coverage status.

Q&A

What does a blank shortage status mean?

A blank shortage status means the sales order line has not been calculated yet.

What is the difference between “On stock” and “Conflict stock”?

“On stock” means there is enough inventory to cover all demands within the selected period. “Conflict stock” means there is enough to cover this specific line, but not all demands for the item, so fulfilling this order may create conflicts on other orders.

What is the difference between “Complete production” and “Conflict production”?

“Complete production” means there are enough components to produce the item for this order and all other orders with the same item. “Conflict production” means you can cover this line by producing, but other lines will then be short at the component level.

When does the shortage status show “Partial production”?

“Partial production” is set when you have no inventory but can produce part of the demand based on the available components.

What does the “No stock or no production” status mean?

It means you have no inventory on the item and you are missing at least one of the components needed to produce it, so nothing can be supplied.

Why does the shortage status show an error?

An error means the calculation could not run. A common cause is a production bill of material that is not certified combined with no inventory, so the production level cannot be calculated.

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