Use this screen to calculate planning routing records for end item parts. On this screen, you select the parts and key resources you wish to generate planning routings for, using manufacturing bill of materials and routing information. Once you enter the screen criteria, you can execute a process to identify key resource usage for each part, based on its routing and the routings of any subassemblies in its manufacturing bill of material.
In order for this process to execute successfully, you must first set up key resources and link the key resources to specific routing lines in the Leadtime/Capacity subtask in the Maintain Routings/Release Routings screens. In these screens, you identify the key resource that is consumed as well as the fixed and per-unit quantity that is consumed by this operation. The Fixed Usage quantity represents the amount consumed per order lot, regardless of the size of the order. The Unit Usage quantity indicates the quantity consumed for each unit produced.
Routing lines must be in effect as of the current date and must have a type code of "Standard" or "Capacity Planning" to be considered by the process. Alternate operations are not included in the calculation.
The Calculate Planning Routings process takes key resource information for each selected part and looks through the preferred or other specified routing to determine the key resources used in the production of this part and how much of each key resource is consumed. In addition, for assembly parts, the process performs a full manufacturing bill of material explosion and search through the preferred or other specified routings for all effective parts in the BOM. Routings for Phantom components are not included. The manufacturing bill of materials information is defined in the Bills of Material’s Maintain BOM/Release MBOM screens. For BOM explosion purposes, the current date is used as the effective date. Manufacturing BOM lines with configuration IDs are ignored. Reference and Tool component parts are included for planning routing calculations.
The BOM component quantity type and quantity is used to calculate the appropriate Unit Usage quantity for routings linked to a component of the end item. If the Incl Scrap/Yield % in Planning Process option is checked in Production Control Settings, part and BOM scrap and yield percentages are also applied to the calculations.
Key resource consumption for any components has a lead time offset calculated to determine when the key resource is consumed in relation to the end item’s due date. This calculation is based on the lead time of any parent assemblies (including the end item). Manufacturing BOM lead time offsets are also considered.
In the following illustration:
The number inside each box represents that part’s lead time; the number outside the box represents the lead time offset for that component.
A planning routing line associated for key resource usage in part A’s selected routing lines has a lead time offset of zero.
A planning routing line for key resource in part B’s routing would have a lead time offset of 9 days (10 {part A’s lead time]-1 [BOM offset]).
A routing line for part J would have a lead time offset of 36 days (10 [A] - 1 + 15 [B] - 2 + 15 [F] - 1).
Note if subassembly F was a phantom component, the lead time offset would be 21 days (10 [A] - 1 + 15 [B] - 1).
Note that if subassembly B was a phantom component, the lead time offset would be 22 days (10 [A] – 2 + 15 [F] -1)
Select the sorting basis for the Planning Routing report: Part, Key Resource, or Resource Type.
You can include "Make" parts, "Buy" parts, or both in the calculation process and report.
Select one or both planning types to be included in the process and on the report:
Select this option to include MPS planned parts in the calculation process.
Select this option to include MRP planned parts in the calculation process.
Note that parts with a planning type of "Reorder," or no planning type, will not be included in this process.
Use the options in this group box to specify which parts to include in the process and on the report.
From the drop-down box, select the range of parts/part revisions to be included: "All" (the default), "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 routings to print. If you select "All" or "From Beginning" in the Range Option field, this field is not available.
Enter, or use Lookup to select, the part ID or part revision to be the end point of routings to print. 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 which key resources to include in the process and on the report.
From the drop-down box, select the range of key resources to be included: "All" (the default), "One," "Range," "From Beginning," or "To End."
Enter, or use Lookup to select, the key resource identifier that will be the starting point of routings to be printed. If you select "All" or "From Beginning" in the Range Option field, this field is not available.
Enter, or use Lookup to select, the key resource identifier that will be the end point of routings to be printed. If you select "All," "One," or "To End" in the Range Option field, this field is not available.
Enter the routing number to be used the calculation process. If you do not enter a number in this field, or if the routing number you enter does not exist for a selected part and/or its components, MPS uses the part's primary routing. Routing numbers and the preferred routing flag are defined in the Maintain Routings/Release Routings screens in the Routing module.
From the drop-down box, select an option to specify whether the process should overwrite existing planning routings during processing:
Do Not Overwrite (default)—The application will not replace or alter any existing planning routings records for that part/key resource combination. The application will add new records for a selected part if the key resource has not been previously linked to that part in another planning routing.
Overwrite All Routings—Any previously existing planning routings for any part selected for processing will be deleted before new records are added.
Overwrite System Generated Routings—Any previously existing planning routings that were generated by a previous run from this screen will be deleted before new records are added. Planning Routing records that were added or changed in the Maintain Planning Routings screen will not be overwritten or altered.
No changes will be made to existing planning routing records if only the report is executed.
The Costpoint tables impacted are listed in the following table:
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Screens |
Tables |
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Calculate Planning Routings |
PART_PLN_ROUTING (add. delete) PART MFG_BOM ROUTING_LN |