Use this screen to generate a report detailing open independent demand requirements broken out by user-defined period, for a specific MPS plan. The objective of the report is to provide a listing of what and when parts need to be delivered and the revenue impact of sales order demand items. You can select whether to include sales order demand, issue reservations, and/or forecast demand requirements to include in the report.
Enter the last date you wish to see open requirements for. Any demand requirements needed after this date will not be included in the report. Leave this field blank if you want to include requirements for all dates.
Enter the planning code for the schedule you want to view. Enter "P" for the "official" MPS Production plan or enter, or use Lookup to select, the code for a "what-if" plan.
Select the criterion by which the data on the report is sorted:
Need Date - All selected demand records are sorted by need date. You need to select a Period to specify how you want demand requirements grouped for page break and extended price subtotals.
Part - The report displays demand by part/rev, and then by need date. If you elect to see price information on the report, it is subtotaled by part/rev.
Project - The report displays demand by project, and then by need date. If you elect to see price information on the report, it is subtotaled by project.
Warehouse - The report displays demand by warehouse, and then by need date. If you elect to see price information on the report, it is subtotaled by warehouse. This option is not available if you did not select the Plan Warehouse Separately checkbox in the MRP Corporate Settings subtask of the MRP Settings screen.
Planner - The report displays demand by planner, and then by need date. If you elect to see price information on the report, it is subtotaled by planner.
If you select "Need Date" as your primary sort option, the report creates page breaks and subtotals based on the Period option you select in this field. If you select "Weekly," the system determines the end date for each week based on the Ending Day of the Production Week field in the MRP Report Print Options screen.
Use this group box to select the part/revision that you would like to include in the report. Inactive parts, non-inventory parts, and parts with a release status of "Pre-Release" are excluded from the report, even though they may fall within the selected range. Parts do not need to be flagged as MPS planned parts to be included in the report.
Use the drop-down box to select the range of parts/revisions to include in the report. Available options are "All," "One," "Range," "From Beginning," and "To End." This field defaults to "All."
Enter, or use Lookup to select, the part/revision (or beginning part/revision for a range) you want to include in the report. If you select "All" or "From Beginning" in the Range Option field, this field is not available. The Revision field (to the right of the From part field) displays if you selected the Allow Multiple Revisions for Each Item checkbox in the Product Definition Corporate Settings subtask of the Product Definition Settings screen.
Enter, or use Lookup to select, the ending part/revision (for a range) you want to include in the report. If you select "All," "One," or "To End" in the Range Option field, this field is not available. The Revision field (to the right of the To part field) displays if you selected the Allow Multiple Revisions for Each Item checkbox in the Product Definition Corporate Settings subtask of the Product Definition Settings screen.
Use this selection option to select the inventory projects whose backlog data you would like to include in the report.
From the drop-down box, select the range of inventory projects to include in the report: "All," "One," "Range," "From Beginning," or "To End."
Enter, or use Lookup to select, the project (or beginning project for a 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 ending project (for a range). 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 will be planned together by MRP/MPS.
Use this selection option to select the netting groups whose backlog data you would like to include in the report. The selected netting groups are used to select the inventory projects to be included in the report.
From the drop-down box, select the range of netting groups to include in the report: "All," "One," "Range," "From Beginning," or "To End." If you select "All," the report will also include requirements for inventor projects not assigned to a netting group.
Enter, or use Lookup to select, the netting group (or beginning netting group for a range) whose backlog data you would like to view. 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) whose backlog data you would like to view. If you select "All," "One," or "To End" in the Range Option field, this field is not available.
Select this checkbox if you want to include unit and extended price information from sales order demand in the report. Price amounts are not printed for issue reservation and forecast demand requirements. This option is not available if Price Suppression is turned on for you in your current company.
Use the fields in this group box to select the warehouses that you would like to include in the report.
Use the drop-down box to select the range of warehouses to include in the report. Available options are "All," "One," "Range," "From Beginning," and "To End." This field defaults to "All" and is disabled if you did not select the Plan Warehouse Separately checkbox in the MRP Corporate Settings subtask of the MRP Settings screen. It defaults to "One" and is enabled if you selected the Plan Warehouse Separately checkbox in the MRP Settings screen.
Enter, or use Lookup to select, the warehouse (or beginning warehouse for a range) that you would like to include in the report. 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 (for a range) that you would like to include in the report. If you select "All," "One," or "To End" in the Range Option field, this field is not available.
Use this selection option to select the planners whose backlog data you would like to include in the report. If the "All" Range Option is selected, demand records with no assigned planner will be included in the report.
From the drop-down box, select the range of planners to include in the report: "All," "One," "Range," "From Beginning," or "To End."
Enter, or use Lookup to select, the planner (or beginning planner for a 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 ending project (for a range). If you select "All," "One," or "To End" in the Range Option field, this field is not available.
Select this checkbox to include open inventory sales order lines in the backlog report. Sales orders with a status of "Pending" are included only if the Include as Demand – Pending Sales Order checkbox is selected in the MRP Settings screen.
Select this checkbox to include open inventory issue reservations in the backlog report. Unapproved issue requests are included only if the Include as Demand – Pending Inventory Requests checkbox is selected in the MRP Settings screen.
Select this checkbox to include open sales and user-defined forecast quantities in the backlog report.