Materials Planning is a cross-run shortage dashboard; Shared Components on a production run is where you allocate and generate POs.

Collection: Work Orders: FAQ & Troubleshooting
Priority: P1


Short answer

ViewLocationPurpose
Materials PlanningInventory → Work Orders → Materials Planning tabCross-run shortage dashboard (with cross-run shortage coverage actions)
Shared ComponentsProduction run detail pageActionable per-run material table

Materials Planning

  • Aggregates demand across all active work orders / runs
  • Shows On Hand, Incoming, Demand, Shortage by material
  • Expand a material row to Cover the shortage across runs — Automatically allocate, Stage transfers, or Stage purchase
  • Best for weekly planning meetings and purchasing prioritization

See Use Materials Planning.

Shared Components

  • Shows materials for one production run only
  • Supports Allocate from Incoming, Generate Purchase Orders, Create PO
  • Drives day-to-day purchasing for that batch

See Understand material shortages.

Workflow

  1. Use Materials Planning to see big-picture shortages
  2. Open the specific production run → Shared Components to take action

Still stuck?

Contact support if totals differ between views — include material SKU and run numbers.