View material shortages across all active production runs in one read-only dashboard using the Materials Planning tab.
Collection: Work Orders: Getting Started
Priority: P2
Who this is for
Purchasing and planning managers who need a consolidated view of raw material demand across multiple production runs.
Before you begin
- Multiple work orders or production runs exist with material demand
Steps
1. Open Materials Planning
Go to Inventory → Work Orders → Materials Planning.
2. Review the grid
Columns include:
| Column | Meaning |
|---|---|
| Material / SKU | Raw material identifier |
| Product Name | Name / description of the raw material |
| On Hand | Current stock |
| Incoming | Qty on open POs |
| Pending | Qty on pending orders |
| Available | Stock available for new demand |
| Demand | Total required across active work orders |
| Shortage | Unmet demand |
| Supplier | Primary supplier |
| Unit | Unit of measure for the material quantity |
An alert banner shows {N} material shortage(s) detected when shortages exist.
3. Take action on shortages
Materials Planning is read-only. To allocate incoming stock or generate POs, open the specific production run and use Shared Components actions.
See Materials Planning vs Shared Components.
What happens next
Use this view for weekly purchasing meetings and cross-run prioritization, then execute purchasing actions on individual production runs.
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Still stuck?
Contact support if demand or shortage totals look inconsistent with individual production runs.