U9 cloud Material Readiness: Shortage Review and Release Control
Validate material readiness before release and close every shortage with ownership.
Learning objective
Validate material readiness before release and close every shortage with ownership.
Roles
Planning, purchasing, sales, warehouse, production, quality, finance and IT
Prerequisites
- Relevant master data and access are confirmed.
- Normal and exception examples are prepared in test.
Completion checks
- Results trace by source document and owner.
- Quantity, status and exceptions agree with approval.
Common errors
- Executing before validating data.
- Handling exceptions offline without evidence.
Thailand project note
For Thailand, confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation of duties and local record retention. VAT, WHT, customs, BOI, statutory accounting, product compliance and occupational safety require current review by qualified Thai professionals; this is not legal or tax advice.
Steps
- 01
Confirm production order, BOM version, need date, substitutes and warehouse scope.
- 02
Calculate required, allocated, available, inbound, inspection and shortage quantities.
- 03
Prioritise risk for critical, long-lead and shared components.
- 04
Assign shortage actions: expedite, substitute approval, transfer or reschedule.
- 05
Engineering and quality must approve substitutes and update trace links.
- 06
Release when readiness meets policy; retain risk approval for exceptions.
- 07
Compare expected and actual readiness, start and stoppage; improve parameters.
Implementation notes
- Pilot one shift or item family.
- Retain owner and approval for every exception.
References
- 构建灵活高效的计划模式，U9 cloud让电子行业企业底气十足 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开场景；实际菜单、字段、算法与许可须在客户当前版本和批准蓝图中验证
- 汽车及零部件企业数智化全场景 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开供应链与制造场景；案例能力不构成客户项目效果承诺