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Topic:   Shortage List (Snapshot) Report

By: MaryPosted on: Mar 16 2021 at 02:57:58 PM
Hello, I need some clarification on the "Shortage List (Snapshot) report under components in the report menu. I have attempted to use this report to understand all my shortages for all open work orders, and have found discrepancies. I have done some reading and research on this forum. Can you clarify why a component that is truly short would not show up on this report? Do components need to have lead time, manufacturer and supplier information populated in order to be reported short on this report? What impact does work order completion date have on this report? Should this report exactly match the "Shortage Forecast" report (details inventory, demand and supply, but in a poor downloadable format). The bottom line is I need a report that summarizes all shortages. Thanks in advance for any help and adviceā€¦I am starting to panic.

By: GuestPosted on: Mar 17 2021 at 05:30:00 AM
The Snapshot report is just that. It's a snapshot of all ALLOCATED work orders versus purchase orders ignoring dates. (DEMAND vs SUPPLY)

The other report, Shortage Forecast, takes demand and supply dates into consideration and arranges them chronologically. So, if expected supply date precedes demand date then no shortage is forecast to occur.

Bear in mind I said ALLOCATED work orders. If you have simply created work orders but not moved them to the Allocated state then no demand is planned. Also, if you have already issued/kitted the work order so it's in the WIP state then that also does not drive demand.

Only ALLOCATED work orders drive demand.

By: KAsonPosted on: Mar 17 2021 at 05:49:29 AM
The above post from 'Guest' is pretty much correct.

The Shortage SNAPSHOT ignores dates. Basically it assumes deliveries will arrive on time. So, if you have, for example, work orders (a demand) for total a quantity of 10 and also purchase orders (a supply) for a total quantity of 8 then the snapshot report assumes that you have scheduled the supply to arrive before it's required. So. Demand 10, Supply 8, Shortage 2.

Obviously if the supply was 10 or more then no shortage for that item would be show at all in the snapshot report.

The Shortage Forecast report is different. It arranges the events individually, the demands and the supplies, in date order.
If supply is scheduled to arrive after demand date then a shortage is flagged.
If supply is scheduled to arrive before demand then no shortage is flagged.
If demand/supply do not have demand/supplydates at all then minimrp assumes worst case scenario and puts the demand before the supply and flags a shortage if necessary.

Even items that have no supplier will appear in shortage reports.

But, as Guest said, Only Work Orders in the ALLOCATED (The planning) stage are considered demand. Once a work order is WIP then it's assumed you have the parts so there can't be a shortage although obviously a negative onhand quantity could drive a shortage in other allocated work orders.

By: MryPosted on: Mar 17 2021 at 09:33:44 AM
Thank you both for the responses. I have a follow-up question. I had read on this site that lead time needs to be entered on a part level for it to appear on a shortage report. Is that true?

By: KAsonPosted on: Mar 17 2021 at 10:17:29 AM
An item appears in the shortage forecast even if there is no lead time, no supplier and no manufacturer. There may have been a revision of the software which didn't work like that but I can't see that problem using the current version.

If a lead time does exist then MiniMRP will show (in the shortage forecast report) a column "Order Before" showing a date by which you should order based on demand date and supplier's lead time. This column does not appear in the snapshot because, as mentioned above, the snapshot ignores dates and assumes everything will arrive on time. It is, as the name suggests, just a snapshot.

By: MaryPosted on: Mar 18 2021 at 06:38:41 PM
Thanks for all responses up to this point. Today I had multiple parts on the Shortage Forecast Report with PO's after the demand needed date. From what has been described so far, I understand the Work orders (demand) would be listed before the PO and the PO dates would follow in chronological order. The problem is I had multiple POs that did not show up at all. The shortage shows up, and it looks like I need to order when in fact there are PO's issued to cover the shortage that do show up at the item detail level and in real PO's. Again the PO's were all after the work order dates and they did not show up. Do I have an understanding wrong?

By: MaryPosted on: Mar 19 2021 at 05:54:17 PM
HI, Does anybody have any feedback for me on the last post?

By: GuestPosted on: Mar 20 2021 at 07:05:29 AM
In the top right corner of the shortage forecast there's start/end date so you can select the period covered by the report. So if your POs were expected after the report period then they wouldn't be shown.

All events, demands and supplies, where a shortage occurs within the report period should appear in the report.

The report normally lists things chronologically. But.

If a demand occurs on the same day as a supply then the demand appears first

But if a supply date has passed without the item being delivered - in other words the order was not delivered by the expected date - then the supply date can not be trusted. MiniMRP does not know when or even if the supply will be filled.

All supplies that have no date, or where the date can no longer be trusted, are pushed to the bottom of the group forcing a shortage.

By: MaryPosted on: Mar 22 2021 at 03:04:41 PM
Thanks "GUEST" for the response...helpful.

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