Use this screen to generate material requirement reports, purchase requisitions, manufacturing orders, and inventory reservations. You can also determine material availability for potential future jobs, plan new jobs, and check the status of existing jobs. Costpoint can check the current inventory availability for one project, a number of projects linked in a netting group, or all inventory projects. If an MO ID and project ID are the same during the creation process, the system will use the next MO ID in the sequence to ensure data integrity.
Print this report whenever current inventory availability is required.
Select this checkbox to generate a summarized list of all parts in the designated Bills of Material (BOMs) that are considered buy parts (according to the Manufacturing BOMs selected). The availability and requirement information is summarized for each buy component across the entered BOMs.
Use this drop-down box to select how the buy part list is to be sorted. Valid options are "Part," "Commodity Cd/Part," "Planner/Part," "Buyer/Com Cd/Part," and "Leadtime/Part." "Planner/Part" is disabled if the Planner Assignment in the Production Control Settings screen is not by Part.
Select this checkbox to generate a summarized list of all make parts (end parts and their subassemblies according to the Manufacturing BOMs selected), along with their requirements and material availability.
Use this drop-down box to select how the Make Part List is to be sorted. Valid options are "Part," "Commodity Cd/Part," and "Planner/Part." "Planner/Part" is disabled if the Planner Assignment in the Production Control Settings screen is not by Part.
Select this checkbox to generate an indented BOM report for each end part listed in the screen, with the availability and requirement information listed for each subassembly and component.
Enter, or use Lookup to select, the ID of the end or parent part to be produced. You can also enter buy parts without a BOM. This required field of up to 30 alphanumeric characters must be a valid part number from the Basic Part Data screen in Costpoint Product Definition. The end part must be an active inventory part and cannot be of reference or tooling type. Parts with a status of "Estimating" or "Pre-Release" (as defined in the Type drop-down box in the Basic Part Data screen) cannot generate requisitions, reservations, or manufacturing orders. Parts with partially released BOMs can be planned, but only the released components will be planned.
Enter, or use Lookup to select, the revision of the end or parent part to be bought or manufactured. This field can have up to three alphanumeric characters and must be a valid revision number for the part from the Basic Part Data screen in Costpoint Product Definition.
Enter the quantity of the end part required.
This non-editable field displays the estimated yield percentage for the selected parent part. If the part is a BOM assembly, the value in this field will default from the Yield field in the Assembly Information subtask of the Maintain MBOM or Release MBOM screens. Otherwise, this field will default as "100%."
This column displays the required quantity, net of anticipated yield loss, for the end part. The quantity equals the required Quantity * Yield percentage. This column will be unavailable if the Incl Scrap/Yield % in Planning Process checkbox is not selected in the Production Control Settings screen.
Enter the date on which the end part needs to be completed.
Enter, or use Lookup to select, the configuration of the end part to be bought or manufactured. This field is not displayed if the Use Configuration IDs checkbox has not been selected in the BOM Corporate Settings subtask of the BOM Settings screen in Costpoint Bills of Material.
Enter the effectivity date of the end part to be bought or manufactured. This date is used in selecting components that are within effectivity during BOM explosion for determining requirements. The default is the current date, but it can be edited. This field is displayed only if the Use As-of Date for All radio button is selected in the Date Effectivity Option group box in the Production Control Settings screen; otherwise, the need date of the end part and each subassembly will be used as the BOM as-of date. The order-by date that is calculated by the system is used as the requisition line's Target Place Date in Costpoint Procurement Planning. The requisition header's target place date is set to the earliest Target Place Date populated on the requisition lines for that requisition ID.
Enter, or use Lookup to select, the routing number for the selected part. This option is not available unless Costpoint Routings has been installed. When generating Manufacturing Orders (MOs), Costpoint will automatically generate routings for the end part and all make parts underneath it, if the routing number is loaded for the end part. This routing number is used for the end part MO only. It will default to the primary routing for that part and configuration, although this can be overridden. Any other routings below that top part will use the routing that has been designated as primary (if no routing has been designated as primary, no routings will be loaded). A routing is designated primary for a selected part if you selected the Primary Routing checkbox for that routing in the Maintain Routings and Release Routings screens in Costpoint Routings.
This non-editable field displays the description of the selected part.
This non-editable field displays the inventory unit of measure for the selected part, as specified in the Basic Part Data screen in Costpoint Product Definition.
This non-editable field displays the part status of the selected part, as specified in the Basic Part Data screen of the Part Master menu in Costpoint Product Definition. Values are "E" (Estimating), "O" (Obsolete), "P" (Pre-Release), "R" (Released), and "S" (Phase-Out).
This non-editable field displays the BOM status for the selected end (assembly) part. Values are "N" (No BOM), "U" (Unreleased), "P" (Partially Released), and "R" (Released).
Use Lookup to view the serial number ranges of the assembly to determine the configuration/as-of date.
Enter "Y" (Yes) or "N" (No) to indicate whether or not the MO for the selected part is an assembly job for capacity planning purposes. After you execute this application, the Assembly Job checkbox defaults as selected (if this field is "Y") or unselected (if this field is "N") in the Header subtask of the Enter Manufacturing Orders screen for new MOs. The manufacturing order's Assembly Job setting is used by the Download Manufacturing Orders application (in the Advanced Planning and Scheduling menu in Product Interfaces) to determine the component MOs for an assembly job, as well as the lower-level MOs feeding the subassembly MOs.
Select this radio button if these requirements are considered previously unplanned. This plans the end parts with new requirements. All requirements will be added to any existing reservations; and requisitions, manufacturing orders, and reservations will be planned accordingly.
Select this radio button if these end part requirements have already been planned and reserved in inventory. It is assumed that the listed end parts have already been reserved by a sales order or inventory reservation. This option is used to ensure that all the required parts are still available. It can be used to generate further requisitions and manufacturing orders if net availability has been made negative by changes in requirements since the date the report was last run.
Enter the date the update process was last run for these end parts. This is used to determine if any BOM changes have occurred since the last run. Such changes are printed in the Materials Requirements Indented Report under the Reports menu in Costpoint Bills of Material.
Use the selections in this group box to check material requirements against a specific project's inventory availability. Inactive inventory abbreviations will be excluded.
Select this radio button to check material requirements against an inventory project's availability. If you select this radio button, you must enter a project in the field immediately below it, or use Lookup to select one. The field below will display the Project Planning Option (MRP) code for the entered project (from the Inventory Projects screen in Costpoint Inventory). This code determines which other projects (besides the one selected) are to be included in the calculation of inventory availability. Available codes are:
Project-No CS: This code indicates inventory availability calculations will be based only on the selected project.
Project-CS: This code indicates inventory availability calculations will depend upon whether each part is a common stock part. If it is not a common stock part, inventory availability will be based only on the selected project. If it is a common stock part, inventory availability will also include common inventory projects (along with the selected project).
Top-level Project-No CS: This code indicates inventory availability calculations will be based on the selected project, along with other projects that belong to the same top-level project as the selected project (and have a Planning Option Code (MRP) of "Top-level Project-No CS" or "Top-level Project-CS").
Top-level Project-CS: This code indicates inventory availability calculations will be based on the selected project, along with other projects that belong to the same top-level project as the selected project (and have a Planning Option Code (MRP) of "Top-level Project-No CS" or "Top-level Project-CS"). Also, if the part is a common stock part, inventory availability calculations will include common inventory projects.
Netting Group-CS: This code indicates inventory availability calculations will be based on the selected project, along with other projects that belong to the same netting group as the selected project. Also, if the part is a common stock part, inventory availability calculations will include common inventory projects.
Netting Group-No CS: This code indicates inventory availability calculations will be based on the selected project, along with other projects that belong to the same netting group as the selected project.
All Projects: This code indicates inventory availability calculations will be based on the selected project, along with all other projects that have a Planning Option Code (MRP) of "All Projects."
Select this radio button to check material requirements against all projects' inventory availability.
Select this radio button to check material requirements against a netting group of projects' inventory availability. In the adjacent field, enter, or use Lookup to select, the netting group against which the material requirements will be checked. If "Y" (Yes) has been entered for this netting group in the Use Common Inventory column in the Netting Groups screen and the part is a common stock part, inventory availability calculations will also include common inventory projects.
Select this checkbox to include all common inventory projects' inventory availability. If this checkbox is selected (along with the Netting Group or Inventory Project radio buttons), inventory availability calculations will include common inventory projects for all parts.
Select this checkbox to include part or project safety stock quantities when calculating requirements. The net available quantity is reduced by the sum of the safety stock quantities for the included projects. This is applicable to both Plan New and Review Existing requirements selected in the Requirements group box.
Select this checkbox to break out all requirements and supplies by project in the make part list, buy part list, and indented explosion report. If you select this option, each part's net availability by included project will be listed separately along with the summarized net availability. This option is not available if you selected Impromptu Reports Table in the Output Format group box.
Select this checkbox to include any inventory reservations with a Status of "Pending" (in the Enter Inventory Requests screen in Costpoint Inventory) when calculating requirements. Net available quantities are increased by planned owed quantity and reduced by planned reserved quantity. This is applicable to both Plan New and Review Existing requirements (selected in the Requirements group box).
Select this checkbox to calculate available inventory only for the selected warehouse.
Select this checkbox to order only the quantities required for this bills of material explosion. If you select this checkbox, the system will ignore negative net available quantities when calculating net requirements and order/requirement quantities.
Select this radio button to print the data from this screen in the form of a formatted report. If you select the Preview Materials Requirements button on the toolbar, the formatted report will display on your monitor and will reflect the options you selected. Select either the Print Materials Requirements or Print and Create Materials Requirements buttons on the toolbar to print a hard copy of the formatted report.
Select this radio button to send the data from this screen to the Impromptu Report tables for custom reporting. If you select this radio button, you must save the parameters (under "File," "Save" or "Save/Continue") before the processing and/or printing report data. Once the resulting data has populated the appropriate Impromptu report tables (after you select the Create Materials Requirements or Print and Create Materials Requirements buttons on the toolbar), you can customize the report format using Impromptu tools.
Select this pushbutton to view and modify process options for generating requisitions and MOs.