Demand Basket
The Demand Basket is where a shortfall becomes a decision. You gather shortfalls from the Demand Planning board, say for each whether to Make it or Buy it, set the details, and then raise the real purchase orders and work orders. Nothing leaves your business until you raise it.
Video coming soon: The Demand Basket in 2 minutesHow the basket works
- One decision, many orders. Three orders short of the same item are one purchasing decision, so their lines are joined into a single basket line. Each line remembers which orders it came from.
- Kept for your business unit. The basket is stored on the server. It survives a refresh, and a colleague can pick it up. The board always works out of one open basket: yours first, otherwise the newest a colleague started.
- Make or Buy, or both. For each line you route a quantity to Make, to Buy, or split it. You do not have to route all of it. What you leave unrouted waits under Not routed yet.
- Raise when ready. You raise Buy lines as purchase orders and Make lines as work orders. Each document is raised on its own, so you can send one now and the rest later.
- Never twice. A line that has been raised cannot be raised again, and demand already being made or on order is counted off the shortfall.
What Make and Buy produce
| Direction | Raises | Grouped by |
|---|---|---|
| Buy | A purchase order | One per supplier, and per due date. A drop-ship order is kept apart from a stock order. |
| Make | A work order | One per item and route, of the summed quantity. It follows the route you chose and starts on the planned start date you set. |
A Make line follows its route (the Work Order Process), never the Bill of Materials. The route also decides what materials the run needs, and the basket can plan those for you.
The dates that follow
- A Buy line's due date becomes the purchase order's Expected delivery date. It starts from the sales order's due date, you can set another date for each supplier share in Split across suppliers, and it is never earlier than the day you raise it.
- A work order is due on its sales order's due date. If a Make line's Planned start date falls after that, the work order is still raised, with a warning naming the line that it will finish late.
- Materials for a run are needed by its planned start, and purchase orders raised for them take that date.
What you can do
Where it fits
Who can do what
Access is per role: View or Add/Edit.
| You want to | You need |
|---|---|
| Open the basket and read it | View on Demand Basket |
| Add, change or remove lines | Add/Edit on Demand Basket |
| Raise anything | Add/Edit on Demand Basket and Purchase Orders, even for a basket that is all Make |
| Raise a Make line as a work order | Add/Edit on Work Orders as well. Without it the Make documents are refused: "Raising a production run needs Work Order permission at Create". |
| Pick a route for a Make line | View on Work Orders |
On mobile
The mobile app can add a short line to the basket as Make or Buy and raise from a Basket tab. It cannot set a planned start date, plan components, split suppliers or set an extra. See Add to the basket and View and raise. The Android app is on Google Play. The iPhone app is coming soon to the App Store. Same on iPhone and Android.