IN THIS ARTICLE
- Material filters: Overview
- Text Guide:
- Navigate to the Demand page
- Filter using Material field
- Filter using Material tags
Material filters: Overview
There are two ways to filter demand by materials on the Demand page:
- Material: This field provides a filtered list of demand for a specific material
- Material Tags: This drop-down index provides a list of demand for materials belonging to a specific group
TEXT GUIDE
Navigate to the Demand page
- Click on the Orders tab in the main menu
- Select Demand from the drop-down list
- View a list of all demands across materials, across orders. By default sales order demands will be displayed on the screen
Filter using Material field
- Enter the first few alphabet(s) of the material
- Select a material from the list that appears
3. Click on Sales order or Purchase Order tab to toggle to the required view, and view the list of demand created for selected material in a tabular format with these details:
a. Sl. No: demand against that material are listed in chronological order with the latest one on top
b. Customer/Vendor: the entity who placed the order/ fulfilling the order (based on sales order view or purchase order view)
c. Material: material that has been ordered by the customer. Click on the material to view details of the material
d. Ordered: quantity of material ordered against each sales/purchase order
e. Allocated: quantity of stock allocated for orders
f. Shipped: quantity of material shipped out
g. Yet to ship: remaining quantity of material to be shipped out in order to fulfil the order
h. Stock on hand: total quantity of stock available at the entity
i. Available stock: stock available for use (Stock on hand - Allocated stock)
j. In-transit stock: stock that is on its way from the vendor, but has not yet reached the facility
k. Actions: option to clear allocated stock, thus making it available for use
4. Click on a demand row (not on the vendor name or material name) to view list of orders creating the demand for the material. The following information are displayed:
a. Sl. No: orders against that material are listed in chronological order with the latest one on top
b. Customer/Vendor: the entity who placed the order/ fulfilling the order (based on sales order view or purchase order view)
c. Order ID: unique number to track each order
d. Ordered: quantity of material ordered
e. Allocated: quantity allocated for the requested material
f. Yet to allocate: quantity yet to be allocated for the ordered material
g. Shipped: quantity of material shipped out
h. Yet to ship: remaining quantity of material to be shipped out
i. Status: status of the order - confirmed, pending, fulfilled, backordered, shipped
j. Stock on hand: quantity of stock available at the vendor entity, below this number are the minimum and maximum stock quantities.This column is colored based on stock situation:
No color: normal stock
Red: stock-out
Yellow: < min
Blue: > max
k. Actions: option to clear allocated stock, thus making it available for use
5. Click on the X to collapse the table, or click on the row again to collapse it
NOTE: Demand can be filtered additionally as follows using one or more of the following filters:
Entity tags: select an entity tag to view demands created by entities that fall under that category
Exclude transfer demand: exclude demand created by transfer orders
Entity and Material are EXCLUSIVE filters, and cannot be used together
Filter using Material Tags
- Click on Material Tags
- Select a tag, the default is ALL
3. Click on Sales order or Purchase order tab to toggle to the required view. View list of demands created by materials belonging to the selected group. The following details will be displayed
a. Sl. No: demand against that material are listed in chronological order with the latest one on top
b. Customer/Vendor: the entity who placed the order/ fulfilling the order (based on sales order view or purchase order view)
c. Material: material that has been ordered by the customer. Click on the material to view details of the material
d. Ordered: quantity of material ordered against each sales/purchase order
e. Allocated: quantity of stock allocated for orders
f. Shipped: quantity of material shipped out
g. Yet to ship: remaining quantity of material to be shipped out in order to fulfil the order
h. Stock on hand: total quantity of stock available at the entity
i. Available stock: stock available for use (Stock on hand - Allocated stock)
j. In-transit stock: stock that is on its way from the vendor, but has not yet reached the facility
k. Actions: option to clear allocated stock, thus making it available for use
4. Click on a demand row (not on the vendor name or material name) to view list of orders creating the demand for the material. The following information are displayed:
a. Sl. No: orders against that material are listed in chronological order with the latest one on top
b. Customer/Vendor: the entity who placed the order/ fulfilling the order (based on sales order view or purchase order view)
c. Order ID: unique number to track each order
d. Ordered: quantity of material ordered
e. Allocated: quantity allocated for the requested material
f. Yet to allocate: quantity yet to be allocated for the ordered material
g. Shipped: quantity of material shipped out
h. Yet to ship: remaining quantity of material to be shipped out
i. Status: status of the order - confirmed, pending, fulfilled, backordered, shipped
j. Stock on hand: quantity of stock available at the vendor entity, below this number are the minimum and maximum stock quantities.This column is colored based on stock situation:
No color: normal stock
Red: stock-out
Yellow: < min
Blue: > max
k. Actions: option to clear allocated stock, thus making it available for use
5. Click on the X to collapse the table, or click on the row again to collapse it
