PLANNED ORDERS

In order to correct any supply shortages from existing demand, the Update Master Production Schedules process creates planned orders with suggested quantities and due dates. Use this subtask to view, modify, or create planned orders for the selected parts. Planned orders for the selected schedule row (on the main screen) and for the parent part display here.

You can modify information on this screen only if the part is designated as a MPS planned part on the Planning Details subtask of the Manage Parts screen in Product Definition.

If you are viewing planned orders for any other MPS Plan other than for P (Production), remember that the planned orders cannot be turned into firmed orders/requisitions.

You can modify what rows are displayed in the grid by checking or clearing the Display All Periods and Display All Product Family Parts check boxes.

Part

This field displays the part ID.

Rev

This field displays the part revision number.

Description

This field displays the part description.

U/M

This field displays the part's unit of measure.

MPS Plan

This field displays the MPS planning code for the schedule selected on the main screen (P is the code for the "official" MPS Production plan; other codes represent "what-if" plans).

Period End Date

This field displays the ending date of the period for which planned orders information is displayed. It is loaded from the Date for the row selected on the main screen.

Display Options

Display All Periods

When the screen first displays, it displays only the planned orders due in the time period selected on the main screen. Select this check box to see planned orders for all periods.

Display All Product Family Parts

Select this check box to see planned orders for all parts in the same product family. This check box is available only if you selected the Include Product Family Supply/Demand check box on the main screen.

Requery Planned Orders

If you change a display option, click this button to reload the table window.

Planned Order Details

Due Date

Enter the planned due date for the planned order.

Order/Requisition

Enter the manufacturing order, requisition, or reservation number to be assigned when the order is firmed or released. This field is disabled if the selected MPS plan code is not equal to P (Production).

Selection Status

From the drop-down list, select the planned order for processing on the Firm Master Production Schedule Planned Orders screen and assign the status of the order/requisition/reservation when it is converted from a planned order:

Order Type

From the drop-down list, select Make, Buy, or Transfer Res to identify what should be created when the planned order is firmed. This value defaults based on the part or manufacturing BOM make/buy code:

Inv Abbrev

Enter, or click to select, the inventory abbreviation code to be used when the planned order is firmed.

Inv Abbrev Name

This field displays the name of the assigned inventory abbreviation.

Project

This field displays the inventory project ID assigned to the inventory abbreviation.

Planner

Enter, or click to select, the ID of the employee who is to assigned to plan the order.

Warehouse

Enter, or click to select, the warehouse for the order. This field is required if the Plan Warehouse Separately check box is selected on the Configure Material Requirements Planning Settings screen.

Planned Order Qty

Enter the quantity for this order.

Planned Order Yield Qty

This field displays the net order quantity, taking into account planned yield %. This field displays only if you selected the Incl Scrap/Yield % in Planning Process check box on the Configure Production Control Settings screen in Production Control.

Planned Available Date

This field displays the planned availability date for the part (after allowing for purchase, receiving, and inspection lead times).

Planned In-Shop Date

This field displays the planned in-shop date for manufacturing orders.

Planned Release Date

This field displays the planned release date for manufacturing orders.

Combine Order

Select this check box to allow this planned order to be combined with other, similar planned orders on the same Manufacturing Order (MO) or requisition. This value defaults from the Configure Material Requirements Planning Settings screen based on Make/Buy code. This field is disabled if the selected MPS plan code is not equal to P (Production).

Override Lot Size Rules

Select this check box to have Costpoint disregard part lot sizing rules (minimum, multiple, maximum lots size rule defined in the Manage Parts screen in Product Definition) when firming the order.

Configuration

Enter, or click to select, the Bill of Materials (BOM) configuration to use for this assembly. This column is hidden if BOM Configurations are not enabled on the Configure Bills of Material Settings screen.

From Inv Abbrev

For a transfer reservation (only), enter, or click to select, the inventory abbreviation that the inventory is transferred from.

From Inv Abbrev Name

For a transfer reservation, this field displays the full name of the inventory abbreviation.

From Project

For a transfer reservation, this field displays the project assigned to the From Inv Abbrev.

To Warehouse

For a transfer reservation, enter, or click to select, the warehouse to which the part is to be transferred.

Subtasks

Subtask

Description

Spread

Click this link to access the Spread subtask, where you can spread the quantity on one planned order into multiple planned orders. This allows you to "smooth" customer demand peaks and valleys for production scheduling purposes.