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Order Insight

  1. Step 1 of 23

    Open Order Insight

    From the top navigation, select Order Insight. This is Collablly’s material shortage view, one row per part.

    Open Order Insight
  2. Step 2 of 23

    What this page shows

    Order Insight lists every part with an open requirement, and shows exactly how much of it is covered, allocated, or short. Nothing here needs to be filled in; it is a read-only planning view.

    What this page shows
  3. Step 3 of 23

    Total Shortage

    A running count of how many parts on this list currently have a shortage, updated live as the underlying data changes.

    Total Shortage
  4. Step 4 of 23

    Filter

    Opens search fields to narrow the list, the same filter pattern used across Collablly SRM.

    Filter
  5. Step 5 of 23

    Copy

    Copies the current table to your clipboard, ready to paste into a spreadsheet or email.

    Copy
  6. Step 6 of 23

    Download CSV

    Exports the current view as a CSV file.

    Download CSV
  7. Step 7 of 23

    Print

    Opens a print-friendly version of the current table.

    Print
  8. Step 8 of 23

    Column: Part Num.

    The part number.

    Column: Part Num.
  9. Step 9 of 23

    Column: Class ID

    The part’s class ID in the ERP.

    Column: Class ID
  10. Step 10 of 23

    Column: Avg Material Cost

    The average unit material cost for this part.

    Column: Avg Material Cost
  11. Step 11 of 23

    Column: Reqd Qty. (Required)

    The total quantity required to cover open demand for this part.

    Column: Reqd Qty. (Required)
  12. Step 12 of 23

    Column: Issued Qty.

    The quantity already issued against that demand.

    Column: Issued Qty.
  13. Step 13 of 23

    Column: Demand Qty.

    The quantity currently in open demand for this part.

    Column: Demand Qty.
  14. Step 14 of 23

    Column: On Hand Qty.

    The quantity of this part currently in stock.

    Column: On Hand Qty.
  15. Step 15 of 23

    Column: Soft Alloc OH

    The quantity of on-hand stock softly allocated (reserved, not yet firmly committed) to a specific demand.

    Column: Soft Alloc OH
  16. Step 16 of 23

    Column: Unallocated

    The quantity not yet allocated to any demand.

    Column: Unallocated
  17. Step 17 of 23

    Column: Shortage

    The quantity still short after on-hand stock and allocations are applied. Parts with a value here are counted in Total Shortage.

    Column: Shortage
  18. Step 18 of 23

    Column: Allocated / Unallocated Ext Cost

    The extended cost (quantity × unit cost) of the allocated and unallocated quantities.

    Column: Allocated / Unallocated Ext Cost
  19. Step 19 of 23

    Column: Soft Alloc PO / JOB

    Quantity softly allocated from an open purchase order (Soft Alloc PO) or reserved for a specific job (Soft Alloc JOB).

    Column: Soft Alloc PO / JOB
  20. Step 20 of 23

    Column: Total Soft Alloc

    The combined soft-allocated quantity across on-hand stock, open POs, and jobs.

    Column: Total Soft Alloc
  21. Step 21 of 23

    Column: Total Cost

    The total cost for this part’s required quantity.

    Column: Total Cost
  22. Step 22 of 23

    Column: Issued / Reqd Qty Avg Cost

    The average cost applied to the issued quantity and to the required quantity, shown side by side.

    Column: Issued / Reqd Qty Avg Cost
  23. Step 23 of 23

    Column: Order Qty / PO Unit Cost

    The quantity currently on order, and the unit cost on that purchase order.

    Column: Order Qty / PO Unit Cost
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