REQUIREMENTS

Use this subtask to add or view component/subassembly requirements for the selected MO. You cannot manually add requirements lines if the MO is closed or completed. If the BOM status of the build part is unreleased, you cannot have requirements auto-generated. If the BOM status is partially released, the system displays a warning and requirements are auto-generated for components whose Comp Rel Flag is Y in the MBOM. These rules also apply to any subassembly components included in the auto-generate process. You cannot manually add requirement lines if the MO Status is Closed or Completed.

MO

This field displays the manufacturing order ID.

Type

This field displays the type of the manufacturing order.

Status

This field displays the current status of the manufacturing order.

Build Part

This field displays the part ID for which the MO was created. A description of the part displays in the untitled field below this field.

Rev

This field displays the revision level of the part.

U/M

This field displays the unit of measure of the selected part.

Subassy Inv Abbrev

The default subassembly inventory abbreviation for the MO displays in this field.

RM Inv Abbrev

The default raw material inventory abbreviation for the MO displays in this field.

CS Inv Abbrev

The default common stock inventory abbreviation for the MO displays in this field.

Build Quantity

The quantity of the part built with the MO displays in this field. If you change the Total MO Build Qty (in the main screen) after generating Requirements, you have the option to recalculate the requirement/reservation quantities for the listed component parts. If you choose to do so, the following fields are updated for any MO requirement rows where the quantity type is A (Per Assembly): Required Quantity, Inv Reservation Quantity, Issued Quantity, and Total Reserved Quantity.

Assembly Qty to Issue

Enter the quantity of assemblies that should be pulled each time a pick list is printed. The default quantity is the value from the Build Quantity field.

Reservation

Enter the inventory reservation ID for the components/subassemblies requirements. If you selected the Set Reservation ID to MO Number check box in the Production Control Settings (Materials » Production Control » Production Controls) screen, the MO number automatically display in this field. You cannot change this field once you have saved this screen. A reservation ID can also be auto-assigned by warehouse in the Transactions IDs subtask of the Warehouses (Materials » Inventory » Controls) screen.

Table Window

Line No

Enter the component line number of the material requirement. If you use the Auto-Load button to load the requirement lines, you can edit this field only if you selected the Allow Full Changes on MO BOM Components check box in the Production Control Settings (Materials » Production Control » Production Controls) screen.

Find No

Enter the component find number of the material requirement. If you use the Auto-Load button to load the requirement lines, you can edit this field only if you selected the Allow Full Changes on MO BOM Components check box in the Production Control Settings (Materials » Production Control » Production Controls) screen.

Component Part

Enter the part ID of the material requirement. If you use the Auto-Load button to load the requirement lines, you can edit this field only if you selected the Allow Full Changes on MO BOM Components check box in the Production Control Settings (Materials » Production Control » Production Controls) screen.

Comp Rev

Enter the part revision of the material requirement. If you use the Auto-Load button to load the requirement lines, you can edit this field only if you selected the Allow Full Changes on MO BOM Components check box in the Production Control Settings (Materials » Production Control » Production Controls) screen.

This field displays the M (Make) or B (Buy) status of the component part.

Inv Abbrev

Enter the inventory abbreviation from which the material requirement are pulled. This is required if the Inv Reservation Quantity field is greater than zero. This field should be blank for a non-inventory component. The inventory abbreviation's project should allow issues to the build-to inventory abbreviation's projects (this is done in the Inventory Projects (Materials » Inventory » Controls) screen). For each inventory component where the inventory reserved quantity is greater than zero, a inventory abbreviation is assigned to the requirement line.  This same inventory abbreviation is used on the reservation line generated for the component. You can also have inventory abbreviation information default for the line if an inventory abbreviation pegging row exists for the build part and build-to inventory abbreviation. You can establish inventory abbreviation peggings in the Production Controls menu.

Required Quantity

This field displays the total required quantity for this component/subassembly part on the MO. If you use the Auto-Load button, the required quantity for components (based on the BOM for the build part) with a Qty Type of A defaults to Cumulative (for multiple BOM levels) Order Quantity x Build Quantity. This quantity can be edited. Changes made to this field automatically update the Inv Reservation Quantity and Quantity To Issue fields.  The requirement quantity is unchanged by inventory issues. If a component has a Qty Type of R, this field is set to zero. If a component has a Qty Type of O, this field is equal to the Order Quantity.  Build Quantity or Cumulative Quantities (for various BOM levels) have no affect. Tooling and reference component types, non-inventory parts, floor stock parts, and backflush parts are included in the Required Quantity.

Description  

This field displays the description of the part ID requirement.

Inv U/M

This field displays the unit of measure of the component part.

Comp Type

This field displays the component type: B (Buy w/component), S (Standard), P (Phantom), R (Reference), or T (Tool). If you use the Auto-Load button, the component type is taken from the bill of material entered for this part in Costpoint Bills of Material. Otherwise, it is take from the component's Basic Part Data (Materials » Product Definition » Part Master) screen.

Qty Type

This field displays the required quantity type of the component:  A (Per Assembly), R (As Required), or O (Per Order). If you use the Auto-Load button, the quantity type is taken from Costpoint Bills of Material. Otherwise, a quantity type of A defaults in.

Inv Reservation Quantity

This field displays the inventory reservation quantity for this component part on the MO. It is the amount of inventory that still needs to be issued to meet the MO requirements. When you create a MO, the inventory reservation equals the Required Quantity field, unless the component/part type excludes it from being set up as an inventory reservation. If you use the Auto-Load button, this field defaults to the Required Quantity for the component line except when it is a floor stock part. This field can be changed, but the value cannot be less than the Quantity To Issue field. As MO issues are made, this field is correspondingly reduced. If you change the Required Quantity field, this field is also changed automatically. Tooling and reference component types, non-inventory parts, and non-inventory floor stock parts are not included in Inv Reservation Quantity. Backflush parts are included. Users can enter these parts manually for inventory floor stock parts.

Issued Quantity

This field displays the current issued quantity for this component part on the MO.

Quantity To Issue

Enter the part's quantity to issue on each pick list of the MO. Usually this amount equals the Inv Reservation Quantity. However, if you split up issues to a MO to do partial builds and/or plan for scrap loss (without including anticipated scrap on pick lists), this amount could be different. As parts are issued to a MO, this field is reduced correspondingly. It can never exceed the Inv Reservation Quantity for the same requirement line. Tooling and reference component types, non-inventory parts, non-inventory floor stock parts, and backflush parts are not included. Users can enter these parts manually for inventory floor stock parts.

Need Date

Enter the date on which this component needs to be issued to the MO. This date cannot be earlier than the Released (Planned) field from the main screen, which is also the default for this field.

Comp Rel

This field displays the release status of the component part in the BOM. This defaults to Y (Yes) if a requirement line is manually entered.

Scrap Percent

This field displays the scrap percentage associated with the component part. If you use the Auto-Load button, the scrap percentage is taken from the Component subtask in the Maintain MBOM (Material » Bills of Material » Manufacturing Bills of Material) screen. Otherwise, it is taken from the Planning Part Data (Materials » Product Definition » Part Master) screen.

Common Stock

This field displays Y (Yes) or N (No) depending on whether or not the common stock parts are used.

Backflush Location

Select the inventory location from which this backflush part is pulled. If the part is not a backflush part, loading a location causes backflush to occur. If you use the Auto-Load button, the backflush location is imported from Costpoint Bills of Material (the BOM backflush warehouse ID must match the MO warehouse ID). If a match is not found, the backflush location is then defaulted from the Preferred Location field in the Part Project Data (Materials » Product Definition » Part Master) screen for the build-to project (the Preferred Warehouse ID in the Part Project Data screen must match the Warehouse ID on the main screen). If a match is not found, the backflush location is then defaulted from the Warehouse Location field in the Planning Part Data (Materials » Product Definition » Part Master) screen (the Warehouse ID in the Planning Part Data screen must match the Warehouse ID on the main screen). If a match is still not found, you must manually enter the backflush location.

Floor Stock

This field displays Y (Yes) or N (No) to indicate whether or not the part is a floor stock part.

Work Center

Enter the work center where this part is consumed on the MO. If you use the Auto-Load button, this is taken from the Component subtask in the Maintain MBOM (Material » Bills of Material » Manufacturing Bills of Material) screen.

Commodity Code

This field displays the commodity code ID assigned to this part.

Planner

This field displays the planner ID assigned to this component part/inventory abbreviation combination, based on your selection in the Planner Assignment group box in the Production Control Settings (Materials » Production Control » Production Controls) screen. If you select the Part option in the Planner Assignment group box, this field displays the planner from the Planning Part Data (Materials » Product Definition » Part Master) screen. If you selected the Inventory Project  option in the Planner Assignment group box, this field displays the planner from the Inventory Projects (Materials » Inventory » Controls) screen. If you selected the Netting Group option, the planner is taken from the Netting Groups (Materials » Production Control » Production Controls) screen, using the netting group from the inventory abbreviation's project. If you selected the Commodity option, the planner is taken from the Commodity Codes (Materials » Product Definition » Product Definition Controls) screen, using the commodity code for the part from the Basic Part Data (Materials » Product Definition » Part Master) screen.

Net Avail Quantity

The net available quantity for this part is displayed in this field. The net available quantity is equal to the sum of quantities on hand, in inspection, in shipping, on order, requisitions, owed, planned owed, and MRB (only if you selected the Incl MRB as Available Inventory check box in the Production Controls Settings (Materials » Production Control » Production Controls) screen) MINUS reserved and planned reserved quantities.

Cur Avail Quantity

This field displays the current available quantity for this part, based on on-hand plus in inspection minus reserved quantities.

In-Insp Quantity

Enter, or use the binoculars icon to view, all the in-inspection quantities for this part/inventory abbreviation.

On Hand Quantity

Enter, or use to view, all warehouse locations in which on-hand quantity for this component exists.

Order Quantity

The total quantity on order for this part is displayed in this field.

PO Quantity

This field displays the open PO (orders with a status of Open or Pending) quantity for this part. Enter, or use to select, an open PO line for this part/inventory abbreviation. Open quantity = order quantity - received quantity + reject/replace quantity.

MO Quantity

Enter, or use to select, an open MO lines for this part/inventory abbreviation. Open quantity = requisition quantity - generated quantity. This field displays the open MO (orders with a status of Planned, Firm Planned, Released, or In-Shop) quantity for this part.

Req Quantity

Enter, or use to select, an open requisition lines for this part/inventory abbreviation. This field displays the open requisition (requisitions with a status of Pending, In Approval, and Approved) quantity for this part.

Total Reserved Quantity

This field displays the total reserved quantity for this part. Enter, or use to select, a current reservations for this part/inventory abbreviation.

Substitute Part

Enter, or use to select, a part that can be substituted for the specified required part.  This function lists substitute parts defined for the build-to inventory abbreviation's project in the Substitute Project Parts subtask of the Part Project Data (Materials » Product Definition » Part Master) screen. If parts are not available from this subtask, this function lists substitute parts from on the Substitute Parts (Materials » Product Definition » Part Master) screen.

Inv Expediting Notes

Enter any expediting notes applicable to the component part/inventory abbreviation.

Phantom Comp

This field displays Y (Yes) or N (No) to indicate whether the component part/ subassembly is a phantom part.

Auto-Load

Click this button to load material requirements from the BOM. If you use the Auto-Load button when there are existing requirements on the MO, you have the option of replacing any existing requirements with the BOM components or adding the components to the existing requirements.

The Auto-Load function loads only those components with a starting effectivity date the same as, or earlier than, the As of Date field on the main screen, and an ending effectivity date (if not blank) later than the As of Date.

If you enter a configuration for the MO, the Auto-Load function imports only those components (for each line number) that call out the configuration ID, in the absence of which it imports the component with no configuration ID (but having the same line number); if this does not exist, nothing is imported for that BOM line number.

The Auto-Load function does not generate requirements if the BOM status of the build part is Unreleased.

The Auto-Load function generates requirements for one or more levels, depending on what you entered in the Levels of Explosion field in the main screen. If the number is greater than 1, the system produces a summarized BOM listing of components, ignoring all subassemblies not on the lowest level (but not ignoring their quantity per as a multiplier). If component quantity type is A (Per Assembly), the quantity per is multiplied out by all intermediate subassembly quantities for the selected end item to determine the cumulative quantity per. If component quantity type is O (Per Order), cumulative quantity calculations are not performed. If component quantity type is R (As Required), all quantities are zero.

Component and part types affect what is loaded during the Auto-Load function. Tooling and reference component types are included in Required Quantity but not in Inv Reservation Quantity or Quantity To Issue. Phantom components are not included in the requirement, but any components of a phantom are included, even if the components are one level lower than the level of explosion specified (assuming that the phantom is at the lowest level specified). If you selected the Omit Requirement check box for this component in the Component subtask of the Maintain MBOM (Material » Bills of Material » Manufacturing Bills of Material) screen, it (and it's components) are not included.

If you selected the Stop Explosion check box for this component in the Component subtask of the Maintain MBOM screen, it is included, but its components are not.

Unreleased components are not included.

Non-inventory parts are included in Required Quantity, but not in Inv Reservation Quantity or Quantity To Issue.

Non-inventory floor stock parts are included in Required Quantity, but not in Inv Reservation Quantity or Quantity To Issue. You can manually enter values in these fields and create reservations for inventory floor stock parts by entering an associated inventory abbreviation.

Backflush parts are included in Required Quantity and Inv Reservation Quantity, but not in Quantity To Issue.

Auto-Load considers scrap and yield percentages to calculate requirement and reservation quantities (but not necessarily the Quantity To Issue) if the Include Scrap/Yield % in MO Requirements check box is selected in the Production Control Settings (Materials » Production Control » Production Controls) screen.