Planning Subtask

Use this subtask to view planning information for the part on the selected inventory record.

Part

This field displays the ID of the part in the selected inventory record. The part description displays in the unlabeled field below this field.

Rev

This field displays the part revision number of the selected inventory record.

U/M

This field displays the default or inventory unit of measure for the selected part.

Make/Buy

This field displays the "M" (Make)/"B" (Buy)" status of the selected part.

Planning Type

The planning type for this part:

• (None)—The part has not been assigned a planning method.

• MRP—The part will be planned by the Materials Requirement Planning process.

• Reorder—The part will be planned using the Inventory reorder Report.

• MPS— The part will typically be planned by the Master Production Scheduling process, but can be planned by MRP if the Plan MPS Part Requirements option is selected in MRP Settings.

Lead Time (Days)

The total lead time that is calculated in the Part Lead Time subtask of the Planning Part Data screen (in Costpoint Product Definition).

This quantity is used as the MPS time fence only if the MPS Settings – MPS Time Fence Method is set to "Use Part Lead Time."

Planner

This field displays the planner ID assigned to the selected part.

Buyer

This field displays the buyer ID assigned to the selected part.

Default

Warehouse

This field displays the default warehouse for the selected part.

Location

This field displays the default warehouse location for the selected part.

Order Policy

The order policy type represents the lot-sizing technique to be used for this part:

• 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.

• Order to Point—The Inventory Reorder Process will automatically place a purchase requisition for this part whenever the inventory quantity is less than or equal to the reorder point.  It will order the quantity necessary to bring the quantity up to the Order to Point quantity.  The Order to Point and Reorder Point are defined in the Part Project Data screen in Product Definition screen.

• Period—This type requires that the lot size equal net requirements for the specified number of calendar or shop days.

• Reorder Point—The Inventory Reorder Process will automatically place a purchase requisition for this part whenever the quantity on hand is reduced to or below a specified level (reorder point level). The Reorder Quantity field in Planning Part Data will be used to as the requisition’s order quantity. The Order to Point and Reorder Point are defined in the Part Project Data screen in Product Definition screen.

Reorder Quantity

This field displays the reorder quantity for the selected part from the Planning Part Data screen in Costpoint Product Definition.

Multiple Lot Size

The number displayed in this field is the number by which the lot size must be multiplied if the calculated planned order is to meet the net requirements for the selected part.

Period Order Days

This field displays the number of shop days for which Costpoint will combine net requirements to create a planned order for the selected part.

Part Project Information Table Window Fields

Project

This field displays the ID of the project linked to the part

Project Name

This field displays the project's name.

Project Abbrev

This field displays the project's abbreviation.

Safety Stock

This field displays the safety stock quantity requirement assigned to the part for the project.  It will be treated as an independent demand by MRP/MPS if the Include as Demand – Safety Stock option is selected in MRP Settings.

Reorder Point

This field displays the reorder point quantity level of inventory (in the inventory unit of measure) that will be used to determine when to create requisitions when the part planning type is "Reorder."  The Inventory Reorder Report will be used to generate requisitions for these parts.

Order To Quantity

This field displays the quantity to which the inventory will be raised to (in the inventory unit of measure) when the part is reordered when the part’s Order Policy is "Order To Point."

Preferred Warehouse

This field displays the preferred warehouse for the part/project.

Preferred Location

This field displays the preferred warehouse location for the part/project.

Netting Group

This field displays the netting group associated with the project.

Tables

The Costpoint tables impacted are listed in the following table: