Use this screen to convert planned orders generated by the Generate Master Production Schedules, Edit Master Production Schedule and/or Update Materials Requirements Plan screens into purchase requisitions, manufacturing orders, and transfer reservations.
The process will select and group planned orders using the criteria listed below, and apply part and MRP Settings lot-sizing rules as necessary. Once a planned order is firmed/released into a requisition, manufacturing order or reservation, it will be deleted, along with the associated MRP/MPS action message. Inventory on-order, on-requisition, reserved and owed quantities will also be updated when the manufacturing orders, requisitions and reservations are generated.
The user has the option of generating a trial-run report (or on-screen preview) listing the manufacturing orders, requisitions and reservations that would be created.
If you run the process, these reports will be used to produce a log of all objects generated during the current execution.
Select the planned order source. At least one checkbox must be selected.
Select this option to include planned orders generated from the Update Materials Requirements Plan screen.
Select this option to include planned orders generated from the Generate Master Production Schedules or Edit Master Production Schedule screens. This option is only allowed if you have checked the “Allow MPS Planned Orders to be Firmed in the in MRP Firm Order Process” in MPS Settings.
Select the type of orders you want to firm. At least one checkbox must be selected.
Select this checkbox to generate purchase requisitions for planned orders with an order type of "B" (Buy).
Select this checkbox to generate manufacturing orders for planned orders with an order type of "M" (Make).
Select this checkbox to generate transfer reservations for planned orders with an order type of "T" (Transfer).
All planned orders are assigned a planner ID, based on the planner assignment criteria defined in Production Control Settings. If Costpoint cannot assign a planner from the selected part/project criteria, it will assign the default planner ID specified in MRP Settings. Use this selection option to select planned orders by their assigned project.
From the drop-down box, select “All," "One," "Range," "From Beginning," or "To End."
Enter, or use Lookup to select, the assigned planner (or beginning planner for a range) for whom you want to firm or release planned orders. If you select "All" or "From Beginning" in the Range Option field, this field is not available.
Enter, or use Lookup to select, the ending planner (for a range) for whom you would like to firm or release planned orders. If you select "All," "One," or "To End" in the Range Option field, this field is not available.
You have the option to firm or release planned orders by the assigned warehouse. If the Plan Warehouse Separately option is selected on the MRP Corporate Settings subtask for the MRP Settings screen, all planned orders will be assigned warehouses. If the Plan Warehouse Separately option is not selected on the MRP Corporate Settings subtask for the MRP Settings screen, it is possible to have planned orders not assigned to a warehouse. In order to select these planned orders, make sure you set Range Option to "All."
Use the options in this group box to specify the warehouse(s) for which you want to firm or release planned orders.
From the drop-down list, select "All," "One," "Range," "From Beginning," or "To End."
Enter, or use Lookup to select, the warehouse (or beginning warehouse for a range) for which you would like to firm or release planned orders. If you select "All" or "From Beginning" in the Range Option field, this field is not available.
Enter, or use Lookup to select, the ending warehouse (or a range) for which you would like to firm or release planned orders. If you select "All," "One," or "To End" in the Range Option field, this field is not available.
Use the options in this group box to specify whether you want to include planned orders that have not been manually selected or only those manually selected for firming/release (using the Detailed Part Schedule screen, Edit Master Production Schedule screen, Edit MRP Action messages, or Edit MPS Action Messages screen).
Select this radio button to include only planned orders that have been manually selected for firming or release (using the Detailed Part Schedule, Edit Master Production Schedule, Edit MRP Action Messages, or Edit MPS Action Messages screens).
Select this radio button to include all eligible planned orders, whether or not they have been manually selected. If you select this option, you can use the Firm or Release radio buttons to specify the status of requisitions, manufacturing orders and transfer reservations for those planned orders that have not been manually selected. The process uses the selection code to determine the status of manually selected planned orders.
Select this radio button to firm all eligible planned orders that have not been manually selected. Manufacturing orders will be given a status of "Firm Planned," requisitions will be given a status of "Pending," and transfer reservations will be considered unapproved requests. This option is available only if you selected All planned orders for inclusion.
Select this radio button to release all eligible planned orders that have not been manually selected. Manufacturing orders will be given a status of "Released," requisitions will be submitted for approval if electronic approvals are required or set to approved if electronic approval is not required. This option is available only if you selected All planned orders for inclusion.
All planned orders are assigned a project ID they will be built, bought or transferred to. Use this selection option to select planned orders by their assigned project.
From the drop-down list, select the range of projects for which you would like to firm or release planned orders: "All," "One," "Range," "From Beginning," or "To End."
Enter, or use Lookup to select, the project (or beginning project for a range) for which you would like to firm or release planned orders. If you select "All" or "From Beginning" in the Range Option field, this field is not available.
Enter, or use Lookup to select, the ending project (for a range) for which you would like to firm or release planned orders. If you select "All," "One," or "To End" in the Range Option field, this field is not available.
Some inventory projects are assigned are a netting group. A netting group is a user-defined collection of projects that will be planned together by MRP/MPS. Use this selection option to select planned orders by their assigned project’s netting group. To include planned orders that are assigned to projects not planned by netting group, you must select the "All" setting for the Range Option.
From the drop-down list, select the range of netting groups for which you would like to firm or release planned orders: "All," "One," "Range," "From Beginning," or "To End."
Enter, or use Lookup to select, the netting group (or beginning netting group for a range) for which you would like to firm or release planned orders. If you select "All" or "From Beginning" in the Range Option field, this field is not available.
Enter, or use Lookup to select, the ending netting group (for a range) for which you would like to firm or release planned orders. If you select "All," "One," or "To End" in the Range Option field, this field is not available.
Planned orders are not assigned numbers or IDs by the Generate Master Production Schedules or Update Materials Requirements Plan screens, but they can be manually assigned by users in the Detailed Part Schedule, Edit Master Production Schedule, Edit MRP Action Messages, or Edit MPS Action Messages screens. Use this selection option to select planned orders by their assigned order ID. To include planned orders that are assigned an order ID, you must select the "All" setting for the Range Option.
From the drop-down list, select the range of planned orders to firm or release. "All," "One," "Range," "From Beginning," or "To End."
Enter, or use Lookup to select, the planned order ID (or beginning planned order for a range) to firm or release. If you select "All" or "From Beginning" in the Range Option field, this field is not available.
Enter, or use Lookup to select, the ending planned order ID (for a range) to firm or release. If you select "All," "One," or "To End" in the Range Option field, this field is not available.
All planned orders are linked to the part that will be made, bought or transferred to meet demand requirements. Use this selection option to select planned orders by their assigned part and rev.
From the drop-down list, select the range of parts/revisions for which you want to generate firm-planned orders. "All," "One," "Range," "From Beginning," or "To End."
Enter, or use Lookup to select, the part ID or part revision that will be the starting point of the range. If you select "All" or "From Beginning" in the Range Option field, this field is not available.
The Rev field is disabled if you did not select the Allow Multiple Revisions For Each Item checkbox in the Product Definition Corporate Settings subtask of the Product Definition Settings screen in Costpoint Product Definition.
Enter, or use Lookup to select, the part ID or part revision that will be the end point of the range. If you select "All," "One," or "To End" in the Range Option field, this field is not available.
The Rev field is disabled if you did not select the Allow Multiple Revisions For Each Item checkbox in the Product Definition Corporate Settings subtask of the Product Definition Settings screen in Costpoint Product Definition.
Enter the latest planned order date to include in the processing. Any planned order with an order date later than this date will be excluded from processing. This is an optional field.
Select this pushbutton to open a subtask where you can add more information to firmed or released orders.
Select this button on the toolbar to run the Firm Planned Orders process.
Select this option in the Process menu to run the Firm Planned Orders process and print a report.