.Use this screen to view and maintain a master production schedule for a given part. This screen displays the results from Update Master Production Schedules screen and also allows you to create and maintain forecasts and supply orders manually. You can see the "official" MPS plan (labeled P to indicate that it is the Production plan) as well as "what-if" plans here.
On this screen, you can add, modify, or delete sales and user-defined forecasts for MPS and MRP planned parts. Costpoint uses these forecast quantities, along with other independent demand, to drive the MPS and MRP planning processes and generate planned orders and action messages as appropriate. For parts that are not MPS planned, you can create and maintain forecast information but you cannot create or maintain planned orders for that part on this screen.
You can also use this screen to add, modify, or delete planned orders for MPS planned parts. You can view and implement MPS action messages on this screen.
MPS Planning-only parts allow you to specify a forecast for a product family without knowing the exact part configuration and options that will be sold in the future. MPS Planning-Only parts are defined using a part type on the Manage Parts screen in the Product Definition module. These parts do not represent actual, physical, parts; they are used to hold combinations of different options along with the anticipated sales mix percentage for each option. This option mix information is stored in the manufacturing bill of material. For example, if you sell a computer workstation with options for different hard disks, you can define a manufacturing BOM that reflects the percentage of each hard drive you anticipate selling. For instance, if you sell 200-gigabyte hard drives three times more often than 350-gigabyte hard drives, you can set up a BOM component quantity of .75 for the 200-gigabyte hard drive and a .25 component quantity for the 300-gigabyte hard drive.
Since MPS planning-only parts are not "real" parts, you can create orders for them or store them in inventory. You can use forecasts to generate planned orders for MPS planning-only parts, but you cannot firm these planned orders—they are used only for driving MRP requirements for lower-level components and subassemblies. When sales orders are received for regular parts, you can have Costpoint consume the forecast quantities for MPS-planning only parts.
Before using this screen, you must create parts, including parts with a planning type of MPS, and define MPS plan types.
You will typically use this screen both before (to enter forecast data) and after (to view and adjust planned orders and action messages) processing the Update Master Production Schedules screen.
On this screen, you can:
View current production supply/demand schedule for a given part (or a part's product family) and project (or netting group, project planning group, and warehouse (MPS and non-MPS parts).
View what-if supply/demand schedule for a given part (or a part's product family) and project (or netting group, project planning group and warehouse (MPS and non-MPS parts).
Enter, maintain, or delete forecast quantities (MPS and non-MPS parts).
Load forecasts for a range of dates, or process past-due forecasts (MPS and non-MPS parts).
Enter, maintain, or delete MPS planned orders (MPS parts only).
Select planned orders for firming/release, when running the official P (Production) plan for parts that are not planning-only parts (MPS parts only).
Spread a single, existing planned order over multiple dates (MPS parts only).
Adjust firmed, released order dates and quantities (MPS parts only).
If allowed by the Configure Material Requirements Planning Settings screen, you can also make some modifications to existing firmed manufacturing orders, purchase orders, and requisitions (MPS parts only).
Enter filter criteria in the header before clicking .
Enter, or click 
to select, the part for which you are reviewing or modifying the master production schedule.
Enter, or click to select, the part revision number (if one exists) for the part you are scheduling.
This field is disabled if the Allow Multiple Revisions for Each Item check box is not selected on the Configure Product Definition Settings screen.
This non-editable field displays the part's inventory, or default, unit of measure.
This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the part is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).
If enabled, this field displays one of the following values to indicate whether the part you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that part:
Unrestricted— The part is not subject to data security restrictions.
Restricted— The part is subject to data security restrictions and that you are authorized to access detailed part information.
***UNAUTHORIZED***— The part is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color.
Select one of these settings from the drop-down list:
All Projects — Select this option to show inventory, supply, and demand data for all inventory projects.
Netting Group — Select this option to show inventory, supply, and demand for projects linked to a specified netting group. If you select this option, you must fill in the Netting Group field.
Project Planning Group — Select this option to show inventory, supply, and demand for a specific project planning group. If you select this option, you must fill in the Project field. Project planning groups represent a single project, or group of projects, that are planned together. This setting depends on the Project Planning Option selected on the Manage Inventory Projects screen for the specified project and whether or not the specified part is a common stock part. For instance, if the Project Planning Option for the specified project is Netting Group-CS and the part is not a common stock part, then inventory, supply, and demand for all the projects linked to the netting group displays. If the part is a common stock part, then all non-allocated inventory, supply, and demand for that part displays.
Top Level Project — Select this option to show inventory, supply, and demand for projects that share the same top-level project ID. If you select this option, you must fill in the Project field.
Single Project — Select this option to show inventory, supply, and demand for a single project. If you select this option, you must fill in the Project field.
If you set the Option to Single Project, Top-Level Project, or Project Planning Group, enter, or click to select, the project to include in the schedule.
If you set Proj Selection Option to Netting Group, use this field to enter, or click to select, the netting group of projects to include in the schedule.
Enter, or click to select, the code for a "what-if" plan. Enter P (Production) for the "official" MPS Production plan
From the drop-down list, select the schedule display setting:
Daily — Select this option to create a record for every date on which a supply or demand record is due or needed. The process skips days with no planned activity.
Weekly — Select this option to create a record for each week up to the number of weeks specified in the Total Weekly MPS Display Horizon field on the Configure Master Production Scheduling Settings screen. It summarizes supply and demand for each week. The Ending Day of Production Week field on the Configure MRP Report Print Options screen determines the end date of each week.
MPS Default — Select this option to create weekly records up to the number of weeks specified in the Weeks field in the MPS Display Horizon group box on the Configure Master Production Scheduling Settings screen. After that, it displays monthly records, up to the number of months specified in the Months field in the MPS Display Horizon group box. It summarizes supply and demand for each week and month. The Ending Day of Production Week field on the Configure MRP Report Print Options screen determines the end date of each week.
Select this check box to combine supply and demand data (including forecasts) for all parts in the same product family. A product family includes all parts that reference the entered header part as the MPS planning part on the Manage Item Billings application in Product Definition.
If you selected the Plan Warehouse Separately check box (on the Corporate Settings block of the Configure Material Requirements Planning Settings screen), Costpoint plans supply and demand records separately for each warehouse. This field is hidden if the Plan Warehouse Separately check box is not selected.
If the Plan Warehouse Separately check box is selected, you can optionally enter a warehouse for which you want to see inventory, supply and demand data. If you do not specify a warehouse, then inventory, supply, and demand from all warehouses displays.
This field displays the total inventory quantity from all on-hand locations for the specified part, project and warehouse criteria. If you selected the Include Product Family Supply/Demand check box, it includes on-hand inventory from other parts in the same product family.
This field displays the total inventory quantity from all in-inspection, reinspection, and shipping locations for the specified part, project, and warehouse criteria. If you selected the Include Product Family Supply/Demand check box, it includes on-hand inventory from other parts in the same product family.
If the Incl MRB as Available Inventory check box is selected on the Configure Production Control Settings screen, this number includes MRB (Materials Review Board) location inventory as well.
Click to load the master production schedule for the criteria entered above.
If you selected Daily as the Schedule Display Option, this field displays the date a supply order is due or a demand is needed.
If you selected Weekly as the Schedule Display Option, this field displays the week's end date of the production schedule. The Ending Day of Production Week field on the Configure MRP Report Print Options screen determines the end date of each week.
If you selected MPS Default as the Schedule Display Option, this field represents either the week's end date of the production schedule or the last month's end date.
For all display options, there may also be row with Past Due in the Date field. This represents all open supply and demand quantities that are due or needed prior to the current date.
For all display options, there may also be a row with Future in the Date field. This represents all open supply and demand due/needed past the Total Weekly MPS Display Horizon field on the Configure Master Production Scheduling Settings screen.
This field displays the sum of open, unconsumed, sales forecast quantity needed for the given part/projects/warehouse/MPS plan, within the specified date/period. If the Include Product Family Supply/Demand check box is selected, it includes open sales forecast quantities from other parts in the same product family.
This field displays the sum of open (not issued) sales order inventory demand for the given part/projects/warehouse, due to be shipped within the specified date/period. If the Include Product Family Supply/Demand check box is selected, it includes open sales order quantities from other parts in the same product family.
If the Pending Sales Orders check box in the Include as Demand group box on the Configure Material Requirements Planning Settings screen is selected, this field includes quantities from sales orders with a status of Pending, In-Approval, and Approved. If the check box is not selected, only approved sales orders are included in the calculation.
This field displays the sum of open, user-defined forecast quantity needed for the given part/projects/warehouse/MPS plan, within the specified date/period. If the Include Product Family Supply/Demand check box is selected, it includes open user-defined forecast quantities from other parts in the same product family.
The actual column label depends on what is entered in the User-Defined Forecast Label field on the Configure Master Production Scheduling Settings screen; if that field is not populated, this column is hidden.
This field displays the sum of open (not issued) non-sales order, inventory demand for the given part/projects/warehouse, within the specified date/period. If the Include Product Family Supply/Demand check box is selected, it includes open requirement quantities from other parts in the same product family.
Other demand includes inventory requirements for manufacturing orders and reservations. If the Pending Inventory Requests check box is selected in the Include as Demand group box on the Configure Material Requirements Planning Settings screen, this field includes quantities from unapproved inventory requests. If the check box is not selected, inventory requests are not included in the calculation.
This field displays the sum of requirement quantities for all non-firmed planned orders for the given part/projects/warehouse/MPS plan, within the specified date/period. If the Include Product Family Supply/Demand check box is selected, it includes planned order requirement quantities from other parts in the same product family.
If you did not select the Include Product Family Supply/Demand check box and the part is defined as a MPS planning-only part, this column is hidden, as planned order requirements do not apply to MPS planning-only parts.
This field displays the sum of the Open Sales Forecast Qty, Sales Order Demand Qty, Open UDF Forecast Qty, Other Demand Qty, and Planned Order Rqmt Qty fields for this row.
This field displays the sum of all firmed supply orders (requisitions, purchase orders and manufacturing orders) and transfer reservations owed to the project for the given part/projects/warehouse/MPS plan, within the specified date/period. If the Include Product Family Supply/Demand check box is selected, it includes supply order quantities from other parts in the same product family.
If the Include Product Family Supply/Demand check box is not selected, and the part is defined as a MPS planning-only part, this column is hidden, as firmed orders cannot be created for MPS planning only parts.
If Incl Scrap/Yield % in Planning Process check box is selected on the Configure Production Control Settings screen, the firm PO and requisition quantities are multiplied by the part's yield quantity and added to the anticipated yield quantity for each open MO and the transfer reservation quantity to determine the anticipated yield quantity of the open supply orders.
If the Incl Scrap/Yield % in Planning Process check box is not selected, this column is hidden.
If the Include Product Family Supply/Demand check box is not selected, and the part is defined as a MPS planning-only part, this column is hidden, as firmed orders cannot be created for MPS planning only parts.
This field displays the sum of all non-firmed planned order quantities for the given part/projects/warehouse/MPS plan within the specified date/period. If the Include Product Family Supply/Demand check box is selected, it includes planned order quantities from other parts in the same product family.
If the Incl Scrap/Yield % in Planning Process check box is selected on the Configure Production Control Settings screen, this quantity includes the sum of all non-firmed planned order yield quantities for the given part/projects/warehouse/MPS plan, within the specified date/period. If the Include Product Family Supply/Demand check box is selected, it includes planned order quantities from other parts in the same product family.
If the Incl Scrap/Yield % in Planning Process check box is not selected, this column is hidden.
This field displays the total quantity planned to be received during the time period. It is the sum of the Firmed Supply Qty and Planned Order Qty for this row.
This field displays the sum of the Firmed Supply Yield Qty and Planned Order Yield Qty for this row.
If the Incl Scrap/Yield % in Planning Process check box is not selected on the Configure Production Control Settings screen, this column is hidden.
This field displays the quantity of parts available as of the given date after accounting for existing inventory, scheduled order receipts, and planned issues (including forecast quantities). A positive number indicates that there is anticipated to be excess inventory for that part as of the period end date. A negative number indicates there will be a shortage, and that all anticipated demand as of that date will not be met.
For the first row in the schedule, the Projected Available Qty is calculated by adding current on-hand and other inventory quantities, along with all projected supply order quantities for that period (Total Supply Qty). The demand quantity needed that period (Total Demand Qty) is subtracted from this sum to determine the projected available quantity.
For all subsequent rows, this quantity is calculated by taking adding all Total Supply Qty for that period to the previous period's Projected Available Qty subtracting the Total Demand Qty needed that period. If the Incl Scrap/Yield % in Planning Process check box is selected on the Configure Production Control Settings screen, the Total Yield Qty is used in place of the Total Supply Qty.
If the Include Product Family Supply/Demand check box is selected, this quantity includes inventory, supply, and demand for all parts in the product family.
This quantity is set to zero if the part is a MPS planning-only part.
The Available to Promise Qty represents inventory that is available for any new sales orders (or other demand) that have not yet been scheduled. The Available to Promise (ATP) quantity calculation looks only at firm demand; it does not include any forecast or safety stock quantities. If the Pending Sales Orders check box is selected in the Include as Demand group box on the Configure Material Requirements Planning Settings screen, order quantities from pending sales orders are also included.
The ATP quantity is calculated for the first row (excluding the past-due row) and is recalculated for other periods only when a new supply order is due. The ATP quantity for this row is the sum of the on-hand quantity, the other inventory quantity, the projected supply order quantities for that period (Total Supply Qty) and any past-due Total Supply Qty minus the sum of the Sales Order Demand Qty, the Other Demand Qty (not including safety stock) for the first row, the past-due row, and all subsequent rows until you come across a row where the Total Supply Qty is greater than zero (that is, that row's supply and demand quantities are not included).
That same ATP quantity displays in all subsequent rows until a row is found with a supply order due that period. For this row, the previous ATP quantity is summed with the row's Total Supply Qty. From this quantity, Costpoint subtracts the sum of the Sales Order Demand Qty and the Other Demand Qty for the current row and all subsequent rows until you come across a row where the Total Supply Qty is greater than zero to determine the new ATP.
This column is hidden if the part is a MPS planning-only part or if the Include Product Family Supply/Demand check box is selected.
Projected Available and ATP Example
This field displays the sum of safety stock quantities for the selected parts and projects specified on the screen's selection criteria. Safety stock quantities are defined on the Manage Parts screen in the Product Definition module.
This column is hidden if the part is a MPS planning-only part or if the Safety Stock check box is not selected in the Include as Demand group box on the Configure Material Requirements Planning Settings screen.
This field displays the sum of the original sales forecast quantity needed for the given part/projects/warehouse/MPS plan, within the specified date/period. It typically contains both consumed and unconsumed forecast quantities. If the Include Product Family Supply/Demand check box is selected, it includes original sales forecast quantities from other parts in the same product family.
This number represents total quantity that have been requested within this period for inventory requests with a status of Pending.
If the Include Product Family Supply and Demand option is not selected, and the part is defined as a MPS planning-only part, or if the Include as Demand – Pending Inventory Requests check box is checked in MRP Settings, this column is hidden.
This quantity represents the sum of the original sales forecast quantity needed for the given part/projects/warehouse/MPS plan, within the specified date/period. It may be the same or different than the Open UDF Forecast Quantity, depending on how the forecast records were updated. If the Include Product Family Supply/Demand check box is selected, it includes original UDF forecast quantities from other parts in the same product family.
The actual column label depends on what is entered in the User-Defined Forecast Label field on the Configure Master Production Scheduling Settings screen. If the this field is not populated, this column is hidden.
If the current row's Date is within the calculated MPS time fence for this part, Y displays in this column.
The MPS time fence is determined by the MPS Time Fence Method option on the Configure Master Production Scheduling Settings screen. The number of days within the time fence can be calculated from part–specific information found on the Manage Parts screen in Product Definition, or can be specified directly in the MPS Planning Time Fence (Days) field on the Configure Master Production Scheduling Settings screen.
If the current row's Date is within the defined sales order time fence for this part, Y displays in this column.
The number of days within the time fence is maintained on the Planning Details subtask of the Manage Parts screen.
If the current row's Date is within the calculated lead time for this part, Y displays in this column.
The lead time, in days, is maintained on the Planning Details subtask of the Manage Parts screen.
If the current row's Date is within the cumulative lead time for this part, Y displays in this column. The cumulative lead time for a part is defined as the lead time required to complete the part, including purchasing and manufacturing lead times for any required components and subassemblies.
The cumulative lead time, in days, is maintained on the Planning Details subtask of the Manage Parts screen.
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Subtask |
Description |
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Load Forecast |
Click this link to access the Load Forecast subtask. |
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Product Family |
Click this link to access the Product Family subtask. |
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Part Detail |
Click this link to access the Part Detail subtask. |
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ECNs |
Click this link to access the ECNs subtask. |
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Forecasts |
Click this link to access the Forecasts subtask. |
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Planned Orders |
Click this link to access the Planned Orders subtask. |
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Action Messages |
Click this link to access the Action Messages subtask. |
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Supply |
Click this link to access the Supply subtask. |
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Demand |
Click this link to access the Demand subtask. |
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Inventory Detail |
Click this link to access the Inventory Detail subtask. |
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Substitutes |
Click this link to access the Substitutes subtask. |