Use this subtask to 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.
On the Configure Master Production Scheduling Settings screen, you selected the Default Planned Order Spread Method option to specify whether new planned orders should be backscheduled or forward scheduled from the original planned order due date. To override the default setting, use the Spread Method option on this subtask.
This field displays the part ID.
This field displays the part revision number.
This field displays the part description.
This field displays the part's unit of measure.
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).
This field displays the planning type for this part (only parts with a planning type of MPS or MRP are eligible to access this screen):
MRP — This part is planned by the Materials Requirement Planning process.
MPS — The part is typically planned by the Master Production Scheduling process, but can be planned by MRP if the Plan MPS Part Requirements check box is selected on the Configure Material Requirements Planning Settings screen.
The order policy type represents the lot-sizing technique for this part, defined on the Planning Details subtask of the Manage Parts screen in Product Definition. Parts with an order policy of Order to Point and Reorder Point are not eligible on this screen.
Discrete Lot Size — This type has the MPS/MRP processes set the planned order quantity equal the quantity of the net requirements.
Min/Mult Lot Size — This type requires that the order quantity meet the minimum and multiple lot sizes specified for the part.
Period — This type requires that the lot size equal net requirements for the specified number of calendar or shop days.
If Period is displayed in the Order Policy field, this field displays the number of calendar or shop days for which MPS combines net requirements to create an order.
This field displays the minimum lot size for specifying that the order is always at least equal to the specified lot size when meeting net requirements.
The multiple lot size for specifying that the order is always a multiple of the specified lot size when meeting net requirements. For instance, a Mult Qty of 200 means that quantities of 200, 400, and so on are eligible to be ordered on an order.
This field displays the maximum quantity that can be placed in any one order. If the order quantity is greater than the maximum quantity, it will be split into several orders, each not exceeding the maximum quantity.
This field displays the current quantity for the planned order to be spread.
This field displays the current date on which the planned order is needed.
Select whether planned orders are spread back from the last due date or forward from the initial due date. The default value defaults from the Configure Master Production Scheduling Settings screen:
Backschedule — If you select this option, new planned orders are created with due dates before the selected planned order's due date. For example, spreading a planned order with a due date of 2/28/07 into four planned orders with a spread increment of Weekly creates new planned orders due 2/7/07, 2/14/07, and 2/21/07.
Forward Schedule — If you select this option, new planned orders are created with due dates after the selected planned order's due date. For example, spreading a planned order with a due date of 2/28/07 into four planned orders with a spread increment of Weekly creates new planned orders due 3/7/07, 3/14/07, and 3/21/07.
Select whether the new planned orders are spread in Daily, Weekly, or Monthly increments. This setting defaults from the Configure Master Production Scheduling Settings screen.
Enter the number of planned orders to create from the original that you are spreading. Costpoint automatically calculates the number in this field if the Planned Order Qty is entered, and rounds the number up to the next whole number. For example, if the original planned order quantity was for 100 and you enter a planned order quantity of 8, Costpoint sets the number of planned orders to 13 (including the original planned order which has its order quantity reduced from 100 to 8).
Enter the initial planned order due date to create.
If you set Spread Method to Forward Schedule, this date defaults to the original planned order's due date.
If you set Spread Method to Backschedule, this field is disabled and Costpoint calculates the date.
Enter the order quantity to be assigned to each newly created planned order. This field is automatically calculated if you enter a number in the Number of Planned Orders field, and is rounded up to the next whole number. For example, if the original planned order quantity was for 20, and you enter 6 for the number of planned orders, Costpoint sets the planned order quantity to 4.
Enter the initial planned order due date to create.
If you set Spread Method to Forward Schedule, this date defaults to the original planned order's due date.
If you set Spread Method to Backschedule, this field is disabled and Costpoint calculates the date.
Enter the last planned order due date to create.
If you set Spread Method to Forward Schedule, this date defaults to the original planned order's due date.
If you set Spread Method to Backschedule, this field is disabled and Costpoint calculates the date.
Click OK to generate the additional planned orders based on the parameters you entered on this screen.