MRP SETTINGS

Use this screen to define the options you will use when operating Costpoint Material Requirements Planning. Most of the parameters control how MRP will perform its functions, but you can use the Default Values group box to define default values for planned orders.

The MRP Settings application consists of the MRP Settings main screen and the MRP Corporate Settings subtask. The MRP Settings screen contains all the company settings that relate to MRP processes for the company to which your user ID is assigned. The MRP Corporate Settings subtask contains all the corporate-wide MRP process settings, which you can modify if your user ID is assigned to the matching company ID. Otherwise, these corporate settings are display-only. If you select the Process MRP by Company checkbox in the MRP Corporate Settings subtask and execute the MRP process (via the Update Material Requirements Plan application), the system will update MRP data separately for each company. If you unselect the Process MRP by Company checkbox and execute the MRP process, the system will update MRP data for all companies.

If you unselect the Process MRP by Company checkbox, and the Separate Items by Company checkbox is unselected in the Product Definition Corporate Settings subtask of the Product Definition Settings screen in Costpoint Product Definition, you can plan materials requirements for all companies by selecting the Plan MRP by Company checkbox. If you plan materials requirements for all companies, you can use the excess supply of one company to meet the requirements of another. This will affect only common stock parts (where the Common Stk checkbox is selected in the Planning Part Data screen in Costpoint Product Definition) and project inventory for which the "All Projects" MRP Project Planning Option is selected (in the Inventory Projects screen in Costpoint Inventory). After you execute MRP, the company planning option will also determine whether different users can see other companies’ supply and demand.

Set up this screen when you initialize Costpoint Material Requirements Planning and maintain it whenever changes are needed in the control parameters.

Exclude Customer Repair MOs as Supply

Select this checkbox to exclude customer repair Manufacturing Orders (MOs) as a source of MRP supply.

Plan Partially Released MBOMs

Select this checkbox to include partially released manufacturing bills of material when creating requirements.

Calculate Estimated Cost of Planned Orders/Messages

Select this checkbox to have Costpoint Material Requirements Planning calculate the estimated cost of planned orders and exception messages.

Minimum Lot Size Allocation - Buy

Use the drop-down box to select how extra quantities of purchased parts will be allocated if minimum lot size conditions exist. Options are:

Minimum Lot Size Allocation - Make

Use the drop-down box to select how extra quantities of manufactured parts will be allocated if minimum lot size conditions exist. Options are:

Include as Demand

Pending Sales Orders

Select this checkbox to include pending or in-approval sales orders as a source of MRP demand.

Pending Inventory Requests

Select this checkbox to include pending inventory requests as a source of MRP demand.

Safety Stock

Select this checkbox to include project safety stock as a source of MRP demand.

Action Message Screen

Allow MO Maintenance

Select this checkbox to allow maintenance of manufacturing orders in the Maintain MRP Action Messages screen.

Allow PO Maintenance

Select this checkbox to allow maintenance of purchase orders in the Maintain MRP Action Messages screen.

Allow Reservation Maintenance

Select this checkbox to allow maintenance of reservations in the Maintain MRP Action Messages screen.

Sales Order Packing Lead Time (Days)

Enter the days needed to pack the parts required on sales orders. This will be subtracted from the ship-by date to determine the need date.

Apply Order Policy Rules during MRP

Use this drop-down box to choose how to apply part order policy rules when executing the Update Material Requirements Plan application.  Valid options are "All Parts," "Assemblies Only," and "None."

Default Values

Combine Planned Orders - Buy Parts

Select this checkbox to set the default to combine planned orders with each other for parts purchasing.

Combine Planned Orders - Make Parts

Select this checkbox to set the default to combine planned orders with each other for parts manufacturing.

Transfer Reservation Type

Use the drop-down box to select the transfer type to be assigned to the transfer reservation created in Costpoint Material Requirements Planning. Options are "Standard" and "Borrow/Payback."

Req Approval Process

Enter, or use Lookup to select, the requisition approval process to be assigned to requisitions if an approval process cannot be automatically assigned.

Planner

Enter, or use Lookup to select, the planner to be assigned to requisitions and manufacturing orders if a planner cannot be automatically assigned.

MRP Option Code

Use this drop-down box to select the default MRP option code to be assigned to new inventory projects. Available options are:

Corporate Settings

Select this pushbutton to access the MRP Corporate Settings subtask. You will have access to the settings in this subtask if your User ID has maintenance rights for the company ID when you first log into Costpoint.