Reallocation of CAQ
By default, TIGA distributes Committed Available Quantity (CAQ) to Work Order Line Items (WOLIs) based on the oldest Open To Buy Date. However, allocation based on order date does not always match operational urgency. In practice, a WO may already have a CAQ allocated but has not yet issued it because the work is not urgent, while another high-priority WO may have no CAQ at all. This can delay urgent work if the new stock arrival takes time.
The Reallocate Committed Available Quantity (CAQ) feature solves this by allowing committed stock to be permanently transferred from one WO (Origin) to another (Requester) within the same Company. Once the request is approved:
CAQ in the Origin WO decreases.
CAQ in the Requester WO increases.
Note
This feature replaces the previous “Borrowed Parts” logic, which required items to be returned. With the new process, CAQ is permanently reallocated from the Origin WO to the Requester WO, removing the requirement for items to be returned.
The following flowchart illustrates how CAQ reallocation works across WOs.
Reallocate CAQ Flow When a work order (WO) does not have enough Committed Available Quantity (CAQ) to proceed with issuing items, users can request the reallocation of CAQ from another WO within the same Company. This
is useful in urgent situations where the needed items have not yet arrived, but other WOs already have committed stock that has not been used. Prerequisites: The Requester WO must have at least one Work Order Line Item (WOLI) where the Committed Available Quantity is less than the Issued Discrepancy. The Requester WO and the Origin WO must both be in Open to Buy status and belong to the same Company. You must be the Assignee or Requester of the Requester WO. To request CAQ reallocation: Open a record in the Work Orders table that you want to request CAQ for. Select the Reallocate Committed Available Quantity action to open the wizard. Reallocate Committed Available Quantity (CAQ) Action The Request Reallocate CAQ tab displays the Requester Work Order ID, its current status, and a list of line items where the CAQ still has a discrepancy. Review this information, then confirm that the
Requester Work Order ID and status are correct. Set the Need by Date that indicates when you need the item. This also helps the approver prioritize the urgency of your request. Need By Date Field Choose how you want to search for Origin WOs in the Work Order Selection Type dropdown: Single Work Order: Select one Origin WO to supply CAQ for all selected line items. Single Work Order Selection Type Multiple Work Order: Choose a different Origin WO for each line item. Multiple Work Order Selection Type Auto Select Work Order: Let the system automatically select eligible Origin WOs per item, based on the latest Open To Buy Date and CAQ availability. Auto Select Work Order Selection Type The Result Important Do not clear the filters when selecting an Origin WO. These filters are automatically applied to only show eligible WOs in the same company and with the correct status. Applied Filters When Selecting Origin WOs Select the WOLIs for which you want to request a CAQ by ticking the checkbox on the left side of the WOLI. Tip You can tick the checkbox in the table header to quickly select all WOLIs listed in that record. You can use the table tools to find specific items more easily: Filter: Type keywords in the boxes just below each column header to narrow down the list. Sort: Click a column header to sort the list in ascending or descending order. To reset your view, click Clear All Filters or Clear Sort in the top-right corner of the table. Using Filter and Sort Enter the Quantity Requested for each line item selected. Note The Quantity Requested cannot exceed the CAQ Discrepancy of the Requester WO and the CAQ of the Origin WO. Entering the Value Select Submit to continue to the Result of Summary tab, where you can review the line items that you want to request and the quantity requested. Send the request for approval by selecting Request. Request Reallocate CAQ Post Conditions: A new record is created in the Reallocation CAQ table with Draft status. An email notification is sent to the Assignee and Requester of Origin WO. Request to Reallocate CAQ Email Notification Watch Requesting CAQ Reallocation video: When a CAQ reallocation request is submitted, the Requester of the Origin Work Order (WO) must review it and decide whether to approve or reject the request. Prerequisites: The reallocation CAQ request must be in Draft status in the Reallocation CAQ table. You must be the Requester of the Origin WO. To approve or reject the reallocation CAQ request: Access the Origin WO using one of the following methods: Open an email from TIGA with the “Request to Reallocate CAQ” subject and follow the provided link to open the Origin WO directly. Link to the Origin WO If you already know which of your WOs is being requested, open the Work Orders table and select the WO with an Open to Buy status. Select Approve/Reject Reallocate CAQ Request action. Approve/Reject Reallocate CAQ Request Action The Requested Item to Reallocation tab shows all reallocation requests asking for CAQ from your WO. Review each row, as it represents a request that may come from different Requester WOs. Requested Item to Reallocate Tab Tip You can tick the checkbox in the table header to quickly select all WOLIs listed in that record. You can use the table tools to find specific items more easily: Filter: Type keywords in the boxes just below each column header to narrow down the list. Sort: Click a column header to sort the list in ascending or descending order. To reset your view, click Clear All Filters or Clear Sort in the top-right corner of the table. Using Filter and Sort Decide whether to approve or reject the request: If you want to approve a request, tick the checkbox for the item and enter the Quantity Approved. Note Quantity Approved cannot exceed the Quantity Requested of the Requester WO or the available CAQ of your Origin WO. If you want to reject a request, tick the checkbox for the item, but leave the Quantity Approved field blank or set to zero. Note The request will also be automatically rejected if: CAQ of the Origin WO becomes zero before approval. The other Origin WO has already fulfilled the CAQ Discrepancy of the Requester WO. Requester WO or Origin WO is Closed. Approval Process Select Submit to proceed to the Result of Summary tab, where you can review which lines are approved or rejected in the Result column. Finalize your decision to update the CAQ by selecting Process. Result of Summary Tab Post Conditions: The Assignee and Requester of the Requester WO are notified of the result via email notification. Approval Result of Reallocate CAQ Email Notification If approved, TIGA will: Change the status in the Reallocation CAQ table to Approved. Transfer Committed Available Quantity of Origin WO to Requester WO based on the Quantity Approved. At that moment, the requester is free to go to the warehouse and take those parts. If rejected, TIGA will change the status in the Reallocation CAQ table to Rejected. Watch Approving or Rejecting CAQ Reallocation Request video: If a CAQ reallocation request is no longer needed or was submitted in error, it can be canceled as long as the status is still Draft. Prerequisites: The reallocation CAQ request must be in Draft status in the Reallocation CAQ table. You must be the Requester of the Requester WO. To cancel the reallocation CAQ request: Open the Reallocation CAQ table and select the request you want to cancel. In the Actions menu, select Cancel Reallocation CAQ. Cancel Reallocation CAQ Action Confirm the cancellation when prompted by selecting OK. Cancel Reallocation CAQ Post Conditions: TIGA will automatically: Changes the record status to Cancelled. Sends a notification email in the same thread as the request to the Assignee and Requester of the Origin WO. Cancel Request to Reallocate CAQ Email Notification Watch Canceling Reallocate CAQ Request video:Requesting CAQ Reallocation
Approving or Rejecting CAQ Reallocation Request
Canceling Reallocate CAQ Request
