Shortage Report

The Inventory Shortage Report is the primary source for material resource planning for one or more builds in the allocation stage. It is composed of a part-by-part detail of quantity requirements to satisfy the builds in progress and is most often used to inform quoting and purchasing activities.

When you maintain component inventory levels within Aligni, you have the capability to compute a “shortlist” for an assembly build. A shortlist is a list of individual material requirements to complete the assembly of a partlist.

There are two ways to generate a shortage report. Both are links available at the top right of the Build Manager which is shown on the Inventory Dashboard as well as your Aligni home page.

Allocation Shortage Report

ShortageReport-AllocationsUnlike the quick shortage report, an allocation shortage report does not allow you to manually enter assemblies. Instead, the allocation shortage report relies on existing builds you have setup and are presently in the allocation stage. Since the allocation shortage report uses builds that are stored in your database, the same report is available at any time and by any user. The reporting only changes when inventory changes or the builds in allocation change.

The assemblies list for an allocation shortage report includes important details about each build such as the quantity, the part being built, the part list version, and whether “drill-down” was selected when the build was initiated. To the left of each build in the list is a small circle representing the shortage status:

  • Green means that there are no material shortages for the build.
  • Yellow means that there are shortages, but a partial build could be run.
  • Red means that shortages prevent any of the build quantity from being built.

Check the option Consider Parts on Order to remove material shortages from the list that are satisfied with current outstanding purchase orders. This can focus your attention to shortages that still need to be handled.

Quick Shortage Report

ShortageReport-QuickA quick shortage report can be created at any time by simply adding assemblies and corresponding build quantities to the report list. Aligni will generate the shortage report based only on these assemblies and the inventory at the inventory locations you select.

After you’ve added the assembly part numbers, you can adjust quantities, rearrange the build order by drag / drop, and remove assemblies from the list.

The list of assemblies you enter here is stored in your browser session and will clear when you log out. The list is not stored in the database and will not be visible to other users (though they can generate the same report, if desired).

Reading the Report

Build # Part Number Quantity
1 ASSY-FPGABOARD 100
2 ASSY-POWERBOARD 100
3 ASSY-FPGABOARD 100

The inventory shortage list contains a lot of information which can be a little overwhelming at first. The screenshot below points out the details for reading the list based on the requirements for the builds in the table on the right.

ShortageList@2x

At the left of the shortlist are one or more columns corresponding to the assemblies under consideration. They are shown in the order you entered them (for a quick shortage report) or in chronological order (for an allocation shortage report). This order has significance: parts will be “consumed” for the assemblies in the order you add them to the shortlist.

The contents of the cells in each of the build columns has the following meaning:

  • No Entry – An empty entry means that the part on that row is not required by the build in that column.
  • Clear Entries – An entry without background color means that the part on that row is required by the build in that column, but that inventory is available to satisfy the assembly.
  • Orange Entries – An entry with an orange background means that the part on that row is required by the build in that column, but only enough inventory is available for a partial build. The number on the top is the number of builds requested. The number on the bottom is the number of builds possible as a partial.
  • Red Entries – An entry with a red background means that the part on that row is required by the build in that column, but no inventory is available for the build.