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 selects and groups planned orders using the criteria listed below and applies part and MRP Settings lot-sizing rules as necessary. Once a planned order is firmed/released into a requisition, manufacturing order, or reservation, it is deleted, along with the associated MRP/MPS action message. Inventory on-order, on-requisition, reserved, and owed quantities are also updated when the manufacturing orders, requisitions, and reservations generate.
You have 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 are used to produce a log of all objects generated during the current execution.
Select the planned order source. You must select at least one of the following checkboxes:
Select this option to include planned orders generated from the Update Material Requirements Plan screen. This option is only allowed if you have checked the Allow MRP Planned Orders to be Firmed in MPS Firm Orders Process option on the MPS Settings screen.
Select this option to include planned orders generated from the Generate Master Production Schedules or Edit Master Production Schedule screens.
Select the type of orders you want to firm. You must select at least one of the following checkboxes:
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 assigns 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 you select the Plan Warehouse Separately option in MRP Settings, all planned orders are assigned warehouses.
If you do not select the Plan Warehouse Separately option in MRP Settings, it is possible to have planned orders not assigned to a warehouse. In order to select these planned orders, make sure you set the 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 box 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 selected manually or only those manually selected for firming/release (using the Detailed Part Schedule screen, Edit Master Production Schedule screen, Edit MRP Action Messages screen, or Edit MPS Action Messages screen).
Click this radio button to include only planned orders that have been manually selected for firming or release (using the Detailed Part Schedule screen, Edit Master Production Schedule screen, Edit MRP Action Messages screen, or Edit MPS Action Messages screen).
Click this radio button to include all eligible planned orders, whether they have been manually selected or not.
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.
Click this radio button to firm all eligible planned orders that have not been manually selected. Manufacturing orders are given a status of "Firm Planned," requisitions are given a status of "Pending," and transfer reservations are 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 are given a status of "Released," and requisitions are 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 box, 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 to a netting group. A netting group is a user-defined collection of projects that MRP/MPS plans together.
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" range option.
From the drop-down box, 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 Material Requirements Plan screens, but you can manually assign numbers to them 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" range option.
From the drop-down box, 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 box, 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 to 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 Allow Multiple Revisions for Each Item is not selected in Product Definition Settings.
Enter, or use Lookup to select, the part ID or part revision to 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 Allow Multiple Revisions for Each Item is not selected in Product Definition Settings.
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.
Click the Process Options pushbutton to display the Process Options Subtask.