Use the Edit Master Production Schedules screen and its subtasks to view and maintain a master production schedule for a given part. This screen displays the results from Generate Master Production Schedules and also allows you to create and maintain forecasts and supply orders manually. You can see the "official" MPS plan (labeled "P" to indicate that it is the Production plan) as well as "what-if" plans here.
On this screen, you can add, change, or delete sales and user-defined forecasts for MPS and MRP planned parts. Costpoint uses these forecast quantities, along with other independent demand, to drive the MPS and MRP planning processes and generate planned orders and action messages as appropriate. For parts that are not MPS planned, you can create and maintain forecast information but cannot create or maintain planned orders for that part in this screen.
You can also use this screen to add, modify, or delete planned orders for MPS planned parts. You can view and implement MPS action messages in this screen.
MPS Planning-only parts allow you to specify a forecast for a product family without knowing the exact part configuration and options that will be sold in the future. MPS Planning-Only parts are defined using a part type in the Maintain Parts/Basic Part Data screens in the Product Definition module. These parts do not represent actual, physical, parts; they are used to hold combinations of different options along with the anticipated sales mix percentage for each option. This option mix information is stored in the manufacturing bill of material. For example, if you sell a computer workstation with options for different hard disks, you can define a manufacturing BOM that reflects the percentage of each hard drive you anticipate selling. For instance, if you sell 200-gigabyte hard drives three times more often than 350-gigabyte hard drives, you can set up a BOM component quantity of .75 for the 200-gigabyte hard drive and a .25 component quantity for the 300-gigabyte hard drive.
Since MPS planning-only parts are not "real" parts, you can create orders for them or store them in inventory. You can use forecasts to generate planned orders for MPS planning-only parts, but you will not be able to firm these planned orders—they are only used for driving MRP requirements for lower-level components and subassemblies. When sales orders are received for regular parts, you can have Costpoint consume the forecast quantities for MPS-planning only parts.
Before using this screen, you need to create parts, including parts with a planning type of MPS, and define MPS plan types.
You will typically use this screen both before (to enter forecast data) and after (to view and adjust planned orders and action messages) processing the Generate Master Production Schedule.
From the Edit Master Production Schedules screen and its subtasks, you can:
View current production supply/demand schedule for a given part (or a part’s product family) and project (or netting group, project planning group, and warehouse (MPS and non-MPS parts).
View what-if supply/demand schedule for a given part (or a part’s product family) and project (or netting group, project planning group and warehouse (MPS and non-MPS parts).
Enter, maintain, or delete forecast quantities (MPS and non-MPS parts).
Load forecasts for a range of dates, or process past-due forecasts (MPS and non-MPS parts).
Enter, maintain, or delete MPS planned orders (MPS parts only).
Select planned orders for firming/release, when running the official "P" (Production) plan for parts that are not planning-only parts (MPS parts only).
Spread a single, existing planned order over multiple dates (MPS parts only).
Adjust firmed, released order dates and quantities (MPS parts only).
If allowed by MRP Settings, you can also make some changes to existing firmed manufacturing orders, purchase orders, and requisitions (MPS parts only).
Note that this screen offers a number of subtasks, listed at the bottom of this topic.
Enter filter criteria before clicking Execute.
Enter, or use Lookup to select, the part for which you are reviewing or modifying the master production schedule.
Enter, or use Lookup to select, the part revision number (if one exists) for the part you are scheduling.
This field is disabled if Allow Multiple Revisions for Each Item is not selected in Product Definition Settings.
Select this checkbox if you want to see combined supply and demand data (including forecasts) for all parts in the same product family. A product family includes all parts that reference the entered header part as the MPS Planning Part in the Set up Item Billings application in Product Definition.
Enter the planning code for the schedule you want to edit. Enter "P" for the "official" MPS Production plan or enter—or use Lookup to select—the code for a "what-if" plan.
From the drop-down box, select the schedule display setting:
Daily—Creates a record in the main screen window for every date on which a supply or demand record is due or needed. The process skips days with no planned activity.
Weekly—Creates a record in the main screen window for each week, up to the number of weeks specified in the MPS Settings’ Total Weekly MPS Display Horizon field. It summarizes Supply and Demand for each week. The MRP Report Options screen’s Ending Day of Production Week field determines the end date of each week.
MPS Default—Creates weekly records in the main screen, up to the number of weeks specified in the MPS Settings’ MPS Display Horizon-Weeks field. After that it displays monthly records, up to the number of months specified in the MPS Settings’ MPS Display Horizon-Months field. It summarizes Supply and Demand for each week and month. The MRP Report Options screen's Ending Day of Production Week field determines the end date of each week.
Select one of these settings from the drop-down box:
Single Project —Show inventory, supply, and demand for a single project. If you select this option, you must fill in the Project field.
All Projects—Show inventory, supply, and demand data for all inventory projects.
Top Level Project—Show inventory, supply, and demand for projects that share the same top-level project ID. If you select this option, you must fill in the Project field.
Netting Group—Show inventory, supply, and demand for projects linked to a specified netting group. If you select this option, you must fill in the Netting Group field.
Project Planning Group—Show inventory, supply, and demand for a specific project planning group. If you select this option, you must fill in the Project field. Project Planning Groups represent a single project, or group of projects, that will be planned together. This setting depends on the Project Planning Option in the Inventory Projects screen for the specified project and whether or not the specified part is a common stock part. For instance, if the Project Planning Option for the specified project is "Netting Group – CS" and the part is not a common stock part, then inventory, supply, and demand for all the projects linked to the netting group displays. If the part is a common stock part, then all non-allocated inventory, supply, and demand for that part displays.
If you set Proj Selection Option to "Single Project," "Top-Level Project," or "Project Planning Group," use this field to enter, or use Lookup to select, the project to include in the schedule.
If you set Proj Selection Option to "Netting Group," use this field to enter, or use Lookup to select, the netting group of projects to include in the schedule.
If you have selected the Plan Warehouse Separately option (on the MRP Corporate Settings subtask for the MRP Settings screen), Costpoint plans supply and demand records separately for each warehouse. This field is hidden if the Plan Warehouse Separately option is not checked.
If the Plan Warehouse Separately option is enabled, you can optionally enter a warehouse for which you want to see inventory, supply and demand data. If you do not specify a warehouse, then inventory, supply, and demand from all warehouses displays.
The part's inventory, or default, unit of measure.
This field displays the total inventory quantity from all on-hand locations for the specified part, project and warehouse criteria. If you selected the Include Product Family Supply and Demand option, it includes on-hand inventory from other parts in the same product family.
This field displays the total inventory quantity from all in-inspection, reinspection and shipping locations for the specified part, project and warehouse criteria. If you selected the Include Product Family Supply and Demand option, it includes on-hand inventory from other parts in the same product family.
If the Incl MRB as Available Inventory checkbox is checked in Production Control Settings, this number includes MRB (Materials Review Board) location inventory as well.
Click the Execute pushbutton to load the master production schedule for the criteria entered above.
If you selected the "Daily Schedule Display Option," this field represents the date a supply order is due and/or a demand is needed.
If you selected the "Weekly Schedule Display Option," this field represents the week’s end date of the production schedule. The end date of each week is determined by the setting for the MRP Report Options screen’s Ending Day of Production Week field.
If you selected the "MPS Default Schedule Display Option," this field represents either the week’s end date of the production schedule or the last month’s end date.
For all display options there may also be row with "Past Due" in the Period End Date field. This represents all open supply and demand quantities that are due or needed prior to the current date.
For all display options, there may also be a row with "Future" in the Period End Date field. This represents all open supply and demand due/needed past the MPS Settings’ Total Weekly MPS Display Horizon field.
This quantity represents the sum of open, unconsumed, sales forecast quantity needed for the given part/project(s)/warehouse/MPS plan, within the specified date/period. If the Include Product Family Supply and Demand option is selected, it includes open sales forecast quantities from other parts in the same product family.
This quantity represents the sum of open (not issued) sales order inventory demand for the given part/project(s)/warehouse, due to be shipped within the specified date/period. If the Include Product Family Supply and Demand option is selected, it includes open sales order quantities from other parts in the same product family.
If the MRP Settings’ Include as Demand – Pending Sales Orders checkbox is selected, this field includes quantities from sales orders with a status of "Pending," "In-Approval," and "Approved." If is not checked, only approved sales orders are included in the calculation.
This quantity represents the sum of open, user-defined forecast quantity needed for the given part/project(s)/warehouse/MPS plan, within the specified date/period. If the Include Product Family Supply and Demand option is selected, it includes open user-defined forecast quantities from other parts in the same product family.
The actual column label depends on what is entered in the MPS Settings screen’s User-Defined Forecast Label; if that field is not populated, this column is hidden.
This quantity represents the sum of open (not issued) non-sales order, inventory demand for the given part/project(s)/warehouse, within the specified date/period. If the Include Product Family Supply and Demand option is selected, it includes open requirement quantities from other parts in the same product family.
Other demand includes inventory requirements for manufacturing orders and reservations. If the MRP Settings screen Include as Demand – Pending Inventory Requests checkbox is selected, this field includes quantities from unapproved inventory requests. If is not checked, inventory requests are not included in the calculation.
This quantity includes the sum of requirement quantities for all non-firmed planned orders for the given part/project(s)/warehouse/MPS plan, within the specified date/period. If the Include Product Family Supply and Demand option is selected, it includes planned order requirement quantities from other parts in the same product family.
If you did not select the Include Product Family Supply and Demand option and the part is defined as a MPS planning-only part, this column is hidden, as planned order requirements do not apply to MPS planning-only parts.
This quantity is the sum of the Open Sales Forecast Qty, Sales Order Demand Qty, Open UDF Forecast Qty, Other Firmed Demand Qty, and Planned Order Rqmt Qty fields for this row.
This quantity includes the sum of all firmed supply orders (requisitions, purchase orders and manufacturing orders) and transfer reservations owed to the project for the given part/project(s)/warehouse/MPS plan, within the specified date/period. If the Include Product Family Supply and Demand option is selected, it includes supply order quantities from other parts in the same product family.
If the Include Product Family Supply and Demand option is not selected, and the part is defined as a MPS planning-only part, this column is hidden, as firmed orders cannot be created for MPS planning only parts.
If Incl Scrap/Yield % in Planning Process is checked in Production Control Settings, the firm PO and requisition quantities are multiplied by the part’s yield quantity and added to the anticipated yield quantity for each open MO and the transfer reservation quantity to determine the anticipated yield quantity of the open supply orders.
If Incl Scrap/Yield % in Planning Process is not checked, this column is hidden.
If the Include Product Family Supply and Demand option is not selected, and the part is defined as a MPS planning-only part, this column is hidden, as firmed orders cannot be created for MPS planning only parts.
This quantity includes the sum of all non-firmed planned order quantities for the given part/project(s)/warehouse/MPS plan within the specified date/period. If the Include Product Family Supply and Demand option is selected on this screen, it includes planned order quantities from other parts in the same product family.
If Incl Scrap/Yield % in Planning Process is checked in Production Control Settings, this quantity includes the sum of all non-firmed planned order yield quantities for the given part/project(s)/warehouse/MPS plan, within the specified date/period. If the Include Product Family Supply and Demand option is selected, it includes planned order quantities from other parts in the same product family.
If the Incl Scrap/Yield % in Planning Process is not checked, this column is hidden.
This quantity represents the total quantity planned to be received during the time period. It is the sum of the Firmed Supply Qty and Planned Order Qty for this row.
This quantity is the sum of the Firmed Supply Yield Qty and Planned Order Yield Qty for this row.
If the Incl Scrap/Yield % in Planning Process option is not checked, this column is hidden.
This number represents the quantity of parts available as of the given date after accounting for existing inventory, scheduled order receipts, and planned issues (including forecast quantities). A positive number indicates that there is anticipated to be excess inventory for that part as of the period end date. A negative number indicates there will be a shortage, and that all anticipated demand as of that date will not be met.
For the first row in the schedule, the Projected Available Quantity is calculated by adding current on-hand and other inventory quantities, along with all projected supply order quantities for that period (Total Supply Order Qty). The demand quantity needed that period (Total Demand Qty) is subtracted from this sum to determine the projected available quantity.
For all subsequent rows, this quantity is calculated by taking adding all Total Supply Order Qty for that period to the previous period’s Projected Available Quantity and subtracting the Total Demand Qty needed that period. If the Incl Scrap/Yield % in Planning Process option is checked in Production Control Settings, the Total Supply Yield Qty is used in place of the Total Supply Order Qty.
If the Include Product Family Supply and Demand option is selected, this quantity includes inventory, supply, and demand for all parts in the product family.
This quantity is set to zero if the part is a MPS planning-only part.
The Available to Promise (ATP) Quantity represents inventory that should be available to promise to any new sales orders (or other demand) that has not yet been scheduled. The ATP quantity calculation looks only at firm demand; it does not include any forecast or safety stock quantities. If the MRP Settings’ Include as Demand – Pending Sales Orders checkbox is selected, order quantities from pending sales orders are also included.
The ATP quantity is calculated for the first row (excluding the Past-Due row) and is recalculated for other periods only when a new supply order is due. The ATP quantity for this row is the sum of the on-hand quantity, the other inventory quantity, the projected supply order quantities for that period (Total Supply Order Qty) and any past-due Total Supply Order Qty minus the sum of the Sales Order Demand Qty, the Other Demand Qty (not including safety stock) for the first row, the past-due row, and all subsequent rows until you come across a row where the Total Supply Order Qty is greater than zero (i.e., that row’s supply and demand quantities should not be included).
That same ATP quantity displays in all subsequent rows until a row is found with a supply order due that period. For this row, the previous ATP quantity will be summed with the row’s Total Supply Order Qty. From this quantity, Costpoint subtracts the sum of the Sales Order Demand Qty and the Other Demand Qty for the current row and all subsequent rows until you come across a row where the Total Supply Order Qty is greater than zero to determine the new ATP.
This column is hidden if the part is a MPS planning-only part or if the Include Product Family Supply and Demand option is selected.
Projected Available and ATP Example
Current On Hand Inventory: 30
|
End Date |
Total Demand |
SO + Other Demand |
Supply Order |
Project. Avail. |
ATP |
|
10/1 |
10 |
5 |
7 |
27 |
26 |
|
10/8 |
5 |
2 |
0 |
22 |
26 |
|
10/15 |
5 |
0 |
0 |
17 |
26 |
|
10/22 |
5 |
4 |
0 |
12 |
26 |
|
10/29 |
10 |
7 |
5 |
7 |
21 |
|
11/5 |
5 |
3 |
0 |
2 |
21 |
|
11/12 |
5 |
1 |
10 |
7 |
30 |
This quantity represents the sum of safety stock quantities for the selected part(s) and projects(s) specified in the screen’s selection criteria. Safety Stock Quantities are defined in the Part Project Data screen in the Product Definition screen.
This column is hidden if the part is a MPS planning-only part or if the Include as Demand – Safety Stock checkbox is not checked in MRP Settings.
This number represents the total inventory quantity planned to be shipped within this period for sales orders that have not yet been fully approved.
If the Include Product Family Supply and Demand option is not selected, and the part is defined as a MPS planning-only part, or if the‘Include as Demand – Pending Sales Orders checkbox is checked in MRP Settings, this column is hidden.
This number represents total quantity that have been requested within this period for inventory requests with a status of "Pending."
If the Include Product Family Supply and Demand option is not selected, and the part is defined as a MPS planning-only part, or if the Include as Demand – Pending Inventory Requests checkbox is checked in MRP Settings, this column is hidden.
This quantity represents the sum of the original sales forecast quantity needed for the given part/project(s)/warehouse/MPS plan, within the specified date/period. It typically contains both consumed and unconsumed forecast quantities. If the Include Product Family Supply and Demand option is selected, it includes original sales forecast quantities from other parts in the same product family.
This quantity represents the sum of the original sales forecast quantity needed for the given part/project(s)/warehouse/MPS plan, within the specified date/period. It maybe the same or different than the Open UDF Forecast Quantity, depending on how the forecast records have been updated. If the Include Product Family Supply and Demand option is selected, it includes original UDF forecast quantities from other parts in the same product family.
The actual column label depends on what is entered in the MPS Settings screen’s User-Defined Forecast Label. If the MPS Settings field is not populated, this column is hidden.
If the current row’s Period End Date is within the calculated MPS time fence for this part, a "Y" displays in this column.
The MPS time fence is determined by the MPS Time Fence Method option in MSP Settings. The number of days within the time fence can be calculated from part–specific information found in the Product Definition Planning Part Data screen, or can be specified directly in the MPS Planning Time Fence (Days) field in MPS Settings.
If the current row’s Period End Date is within the defined sales order time fence for this part, a "Y" displays in this column.
The number of days within the time fence is maintained on the Master Production Schedule Data subtask in the Product Definition Planning Part Data screen.
If the current row’s Period End Date is within the calculated lead time for this part, a "Y" displays in this column.
The lead time, in days, is maintained on the Part lead Time subtask in the Product Definition Planning Part Data screen.
If the current row’s Period End Date is within the cumulative lead time for this part, a Y displays in this column. The cumulative lead time for a part is defined as the lead time required to complete the part, including purchasing and manufacturing lead times for any required components and subassemblies.
The cumulative lead time, in days, is maintained on the Master Production Schedule Data subtask in the Product Definition Planning Part Data screen.
The Costpoint tables impacted are listed in the following table:
|
Screens |
Tables |
|
Edit Master Production Schedules |
INVT PART_PROJ PART INVT_PROJ MPS_FORECAST_RQMT RES_HDR RES_LN INVT_WHSE_LOC RQ_LN PO_LN MO_HDR MO_ALLOCATIONS SO_LN
|