Use this screen to copy forecast requirements from an MPS plan, range of parts, range of inventory abbreviations, range of dates, and/or range of warehouses to another plan or to copy prior forecasts to a future period.
This process consists of two steps:
Based on your entries in the From Forecasts and To Forecasts parameters on this screen, Costpoint populates a worktable when you select the Process action.
Click the Review pushbutton on the screen to display the Review Copied MPS Forecasts subtask, which makes it possible for you to review values. You can update or delete the worktable rows in the subtask before you save them to the database. Note that running this process without saving the worktable values will have no impact on the database. You must click Save on the Review subtask in order to commit the changes to the database.
Except for the MPS Plan code value, the To Forecasts parameters are optional. If they are not entered, the From Forecasts values are used.
For new forecast requirements, the open and original forecast quantities are set to the copied from record’s original forecast quantities (not the current open quantities).
For existing records, if you select the Overwrite Existing Records option, the existing open forecast quantities are set to the copied records original forecast quantities. If you do not select the option, the forecast quantities are not changed.
Enter, or use Lookup to select, the code of the MPS plan from which you want to copy forecast data. (You identify the plan to which you are copying this data in the corresponding MPS Plan field under the To Forecasts group box.)
Enter "P" (for "Production") if you want to copy data from the official production plan. Enter a different code to copy data from a "what-if" scenario.
Use the options in this group box to specify which parts to copy MPS forecasts from:
From the drop-down box, select the range of parts/part revisions to be included: "One" (the default), "All," "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.
If you do not select "One" as the Range Option setting, Costpoint automatically uses the part/rev from the original forecast requirement on the new record generated from it.
This field is disabled if the Allow Multiple Revisions for Each Item option is not selected in the Product Definition Corporate Settings subtask of the Product Definition Settings screen.
Select this checkbox if you want to copy product family parts linked to this MPS part. (A product family is defined by all item products with the same MPS Planning Part in the Set Up Item Billings application in Product Definition.)
This option is available only if you select "One" as the From Part Range Option. If you select the Include Product Family option, Costpoint will use the part/rev from the original forecast requirement on the new record generated from it.
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.
This field is disabled if the Allow Multiple Revisions for Each Item option is not selected in the Product Definition Corporate Settings subtask of the Product Definition Settings screen.
Use the options in this group box to specify which inventory abbreviations to copy MPS forecast requirements from:
From the drop-down box, select the range of inventory abbreviations to be included: "One" (the default), "All," "Range," "From Beginning," or "To End."
If you do not select "One" as the range option, you will not be able to specify a Copy To Inventory Abbreviation. Costpoint will use the inventory abbreviation from the original forecast requirement on the new record generated from it.
Enter, or use Lookup to select, the inventory abbreviation 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.
Enter, or use Lookup to select, the inventory abbreviation 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.
Use the options in this group box to specify forecast need dates to copy MPS forecasts from:
From the drop-down box, select the range of forecast need dates to be included: "One" (the default), "All," "Range," "From Beginning," or "To End."
If you select “All” as the range option, you will not be able to specify a Starting Forecast Need Date for the new forecast records. Costpoint will use the need date from the original forecast requirement on the new record generated from it.
Enter the date 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.
Enter the date that will be the end point of the range. If you select "All" or "From Beginning" in the Range Option field, this field is not available.
If you have selected the Plan Warehouse Separately option (on the MRP Corporate Settings subtask for Material Requirements Planning setup), Costpoint plans supply and demand records separately for each warehouse.
If the Plan Warehouse Separately option is not selected in MRP setup, Costpoint does not plan supply and demand by warehouse and this option is not available to you.
Use the options in this group box to specify which warehouse(s) to copy MPS forecasts from:
From the drop-down box, select the range of warehouses to be included: "All" (the default), "One," "Range," "From Beginning," or "To End."
If you do not select "One" as the range option, you will not be able to specify a Copy To Warehouse. Costpoint will use the warehouse from the original forecast requirement on the new record generated from it.
Enter, or use Lookup to select, the warehouse 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.
Enter, or use Lookup to select, the warehouse 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.
Enter, or use Lookup to select, the code of the MPS plan to which you are copying forecast data.
Enter "P" (for "Production") if you want to copy data to the official production plan. Enter a different code to copy data to a "what-if" scenario.
Select this checkbox if you want Costpoint to overwrite any existing forecast data for the MPS plan with forecast data from the plan named at the top of the screen, in the MPS Plan field within the From Forecasts group box.
If you select this option, Costpoint replaces all existing forecast rows for the "to" part, inventory abbreviation, and warehouse within the copied-to date range.
If you do not select this option, any new forecast record that matches an existing forecast row is not loaded to the Review Copied MPS Forecasts subtask. Instead the original forecast is displayed and flagged with a "Y" in the Row Already Exists column, and you are not allowed to modify the data in the Review Copied MPS Forecasts subtask manually.
Enter, or use Lookup to select, the part to which MPS forecasts are copied. If you leave this field blank, the copied value is used.
This field is disabled if the Copy From Part Range Option does not equal "One," or if the Include Product Family Parts option is checked (the part/rev on any copied forecast requirement is included in the new forecast records).
Enter, or use Lookup to select, the part revision to which MPS forecasts are copied.
This field is disabled if the Copy From Part Range Option equals "One," or if the Include Product Family Parts option is checked.
This field is disabled if the Allow Multiple Revisions for Each Item option is not selected in the Product Definition Corporate Settings subtask of the Product Definition Settings screen.
Enter, or use Lookup to select, the inventory abbreviation to which MPS forecasts are copied. If you leave this field blank, the copied value is used.
This field is disabled if the Copy From Inv Abbrev Range Option does not equal "One."
Enter the starting forecast need date to copy MPS forecasts to. If you leave this field blank, the existing dates are used.
This field is disabled if the Copy From Need Date Range Option equals "All."
If you enter a starting date, new records are based on the difference between the Starting Forecast Need Date and the earliest need date for the forecasts being copied. For instance, if you entered a Starting Need Date of July 1, 2008 and the earliest need date of the copied forecast requirements is January 1, 2008, Costpoint adds six months to the original record’s need date for each new forecast requirement row.
If you do not specify a date in this field, the process does not select any past due forecast requirements.
Enter, or use Lookup to select, the warehouse to which MPS forecasts are copied. If you leave this field blank, the copied value is used.
This field is disabled if the Copy From Warehouse Range Option does not equal "One."
Click the Review pushbutton to display the Review Copied MPS Forecasts subtask, where you can review all data before committing the changes to the database.
You must successfully complete the process first, in order to see data on the review subtask.
The Costpoint tables impacted are listed in the following table:
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Screens |
Tables |
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Copy Master Production Schedule |
MPS_FORECAST_RQMT
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