Production Material Readiness and Pre-start Shortage Check
Before release, compare demand, usable stock, confirmed supply, substitutes and quality status on one time basis to create an actionable shortage loop.
Learning objective
Establish a standard readiness process from planned order through kitting, expediting, substitution and release decision.
Roles
Production planner, material controller, buyer, warehouse supervisor, production supervisor, quality staff and implementation consultant.
Prerequisites
- The order or proposal has an approved organisation, item, quantity, effective BOM, start date and requirement date.
- Usable stock, lot status, inbound purchasing/subcontracting, reservations and allocations are current.
- Substitutes, effectivity, scrap, lead times and quality-release rules are reviewed.
Completion checks
- A sampled production order reconciles readiness demand to the effective BOM, scrap and issued quantity.
- Every shortage has an owner, action, commitment date and traceable source document.
- Inspection, blocked and stock allocated to other orders are excluded from usable quantity.
Common errors
- Using book stock without deducting inspection, blocked, reserved and allocated quantity.
- Treating the full purchase-order quantity as available without confirmed delivery and inspection lead time.
- Releasing from a stale readiness result after rush orders, issues or receipts have changed.
Thailand project note
Thai plants should align shortage reasons, expediting status and substitute names in Chinese, English and Thai. Cross-border supply needs transport, customs and incoming-inspection buffers in the latest-arrival date. This guide does not make tax or customs determinations.
Related modules
Steps
- 01
Set the readiness scope and common cutoff by plant, production order, operation or a rolling start window.
- 02
Explode the effective BOM and convert demand to controlled units, including scrap, prior issues and approved substitutes.
- 03
Calculate usable supply: on-hand less blocked, inspection and allocated stock, plus only confirmed inbound supply due before the cutoff.
- 04
Classify each order as ready, partially ready, short or at risk; record gap quantity, latest required date, owner and source document.
- 05
Resolve shortages through expediting, transfer, substitution, order split or resequencing; retain approval and traceability for substitutions and inter-organisation moves.
- 06
Refresh the result immediately before release and kit only orders that satisfy the rule; review false alerts, rush orders and late supply after completion.
Implementation notes
- Pilot with a rolling 7–14 day start window before expanding to the month.
- Readiness analysis supports planning judgement; it does not replace confirmation of delivery, capacity and quality risk.
- Screens and fields vary by licence, patch and implementation configuration.
References
- 宁波智造再添新篇：沁园携手用友U9 cloud解锁‘AI+制造’升级密码 ↗用友 U9 cloud 官方网站 · Published: 2025-06-25（活动日期；页面未单列发布日期） · Accessed: 2026-08-12 · Applicable version: U9 cloud 2025 精益计划、MRP 与齐套分析场景；菜单以项目版本为准
- 2025智能工厂培育行动，U9 cloud 如何助力企业穿越四大梯度升级关？ ↗用友 U9 cloud 官方网站 · Published: 官方页面未标注 · Accessed: 2026-08-12 · Applicable version: U9 cloud 2025 计划、供应链协同与智能制造场景