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 MPS Settings screen, you set 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 for the part selected on the main screen. The part description displays in the unlabeled field.
This field displays the part revision number.
This field displays the part's default or inventory unit of measure.
This field displays "M" (Make) or "B" (Buy), depending on whether the part is typically manufactured or purchased.
This field displays the planning type for this part (only parts with a planning type of MPS or MRP will be eligible to access this screen):
MRP—The part will be planned by the Materials Requirement Planning process.
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.
The order policy type represents the lot-sizing technique for this part, defined in the Planning Part Data 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 will always be 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 Multiple Quantity of 200 means that quantities of 200, 400, etc. 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 should be spread back from the last due date or forward from the initial due date. The default value defaults from MPS Settings:
Backschedule—New planned orders will be created with due dates prior to the selected planned order’s due date. For example, spreading a planned order with a due date of 2/28/07 into 4 planned orders with a spread increment of "Weekly" will create new planned orders due 2/7/07, 2/14/07 and 2/21/07, if you select the "Backschedule" spread method.
Forward Schedule—New planned orders will be 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 4 planned orders with a spread increment of "Weekly" will create new planned orders due 3/7/07, 3/14/07 and 3/21/07, if you select the "Forward Schedule" spread method.
Select whether the new planned orders should be spread in "Daily," "Weekly," or "Monthly" increments. This setting defaults from MPS Settings.
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 will have 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.
The Costpoint tables impacted are listed in the following table:
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Screens |
Tables |
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Planned Orders |
SCHED_RECPT
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