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Assignment Window

Assignment Window is used to ensure that only Sales order (COA) items and Production work orders (PWO) with delivery date inside this window link up free quantity in stock and incoming orders. This way, the free quantity in can be linked to short-term Sales orders (COA) and Production work orders (PWO).

There are a few setting that needs to be enabled before this function can be used:

  1. The setting Margin for SalesLeadTime Assignment Window must be turned on for Assignment Window to apply. In this setting, the user also has to set X number of days as a margin that will be added to the number of days in SalesLeadTime of the article. In case no margin is to be used, the value should be set to 0.

  2. In case Assignment Window should apply for COA, AssignmentWindowForSalesOrder must be turned on.

  3. In case Assignment Window should apply for PWO, AssignmentWindowForProductionOrder must be turned on.

  4. The company will in addition need to be set up to run the nightly SAR Optimize job

The stock assignment window is defined using the fields SalesLeadTime on the product (ART), where the amount of days, which will be added to the amount of days set in the settings, can be set.If an order is outside the stock assignment window set, the order will be set as Pending (unless the link is locked). It will not be visible in the Purchase (PUR) program, or Prodplan, as long as the Assignment Window filter is active, as it will be by default when the settings above are turned on.

Clicking the pending article in PUR will open the pending article view. Here you can see a new column called Outside Assignment Window, which shows if a product is inside or outside the assignment window. The same goes for Production Work Orders (PWO) in Prodplan, where you can find this same column in the folder Pending by Week when clicking on a pending production.

Example: If a sales order is created and contains an article that has 15 days set on the SalesLeadTime, and zero days of margin in the settings, the sales order will not be available for purchasing/production until 15 days prior to requested date.