Excess Kanban

What is an excess kanban card

The excess kanban card is a kanban card that:

• can be used to temporarily increase the total number of cards for a kanban loop;
• does not alter the kanban loop dimensioning data;
• will not trigger any replenishment cycle when released.

Use cases

It possibile to add one or more excess cards as:

• Full, during the physical implementation of the loop, whenever there are more kanbans than those computed in KanbanBOX;
• Full, to correct the number of kanban cards as a result of procurement or production errors;
• In process, whenever there already exist open orders from a supplier or from production while dimensioning a new kanban loop and the number of kanban cards must be aligned;
• Released, whenever there is the need to anticipate some orders to the supplier, for example in preparation for a holiday period.

Create a new excess kanban

Procedure:

1. Go to Kanban board and select (or filter) the kanban loop of interest;
2. Click on the kanban loop header, then on Add excess kanban cards;

3. Fill out the following fields:

   • Quantity per kanban: quantity of pieces for each excess kanban card;
   • At the section Generate excess kanban cards by select:
     • Number of excess kanban cards to create, to fill in the number of excess kanban cards to be created with the already specified quantity;
     • Total quantity, to fill in the total quantity of parts needed - KanbanBOX will then automatically compute and suggest the number of excess kanban cards to be created considering the quantity per kanban and the potential partial quantities resulting from the computation.
   • At the section Generate a worklist with the cards created select:
     • Yes, to generate a worklist with the excess kanban cards;
     • No, otherwise.
   • Card status, the kanban card status after the creation, to be chosen among
     • Full: the order has just arrived or the supplier has delivered additional kanbans that must be identified.
     • Empty: the order cannot be sent to the supplier yet or it is necessary to wait the input from another department.
     • Released: to directly submit the order to the supplier.
     • In process: the order has already been submitted and confirmed by the supplier.
   • Required date: the date in which the replenishment must be completed (visible only when creating excess kanban cards as Released or In process);
   • Card reference: i.e., job number or order number regarding the excess cards (it will be shown in the kanban cards);
   • Card note;
   • Order status (visible only if the Pending status is enabled for the license and when creating excess cards as Released)
   • The order has to be created: the excess cards will be created as Pending, waiting for the order to be created;
   • The order is already present: the excess cards will be created as Released.
   • Order number for customer (not visible when creating excess kanban cards as Empty or Pending).
   • Click on Save to create the excess kanban cards.

Create an excess kanban card from the homepage

To create a new excess kanban from your homepage, add the widget Add excess kanban cards.

Procedure:

1. Add the widget Add excess kanban cards to your homepage;
2. Fill in the ID of a card that belongs to the loop to be augmented, then click on Submit;
3. Fill out the fields regarding the excess kanban cards dimensioning (check the previous paragraph);
4. Click Save to create the excess kanban cards.