INVENTORY/MATERIAL PLANNING

Use this tab to determine how the project inventory is grouped for planning purposes and whether or not issues between projects can be performed without a prior project transfer.

Inventory Options

Use the selections in these group boxes to determine the control parameters for allowing issues, adjustments, and allocations between and among projects.

Issues/Adjustments Controls

No Issues/Adj Outside Project Allowed

Select this option to prevent issues and adjustments outside of the from project.

Allow Issues/Adj Within Top-Level Project

Select this option to allow issues and adjustments to projects with the same top-level project ID as the from project.

Allow Issues/Adj Within Netting Group Only

Select this option to allow issues and adjustments for projects that are assigned the same netting group.

Allow Inter-Project Issues/Adjustments

Select this option to allow issues and adjustments for the from project to all other projects.

MO Allocations Across Projects Controls

Not Allowed with Other Projects

Select this option if manufacturing orders (MOs) built to this project cannot be allocated to other projects.

Within Same Top-Level Project

Select this option if MOs built to this project can be allocated only to other projects with the same top-level project.

Within Same Netting Group

Select this option if MOs built to this project can be allocated only to other projects within the same netting group.

Allowed with Other Projects

Select this option if MOs built to this project can be allocated to any other projects.

Material Planning Options

Project Planning Option

Select the Project Planning Option for production control for this inventory project. This option is used by the Material Requirements Planning (MRP) and Master Production Scheduling (MPS) processes to determine if (and how) project inventory is planned. Available options are:

• Project-No CS — MRP/MPS plans inventory for this project separately from other projects for all parts.

• Project-CS — If the part is not a common stock part, MRP/MPS plans inventory for this project separately from other projects. For common stock parts, MRP/MPS plans this project's inventory with other non-allocated projects.

• Top-level Project-No CS — MRP/MPS plans inventory for this project with other projects with the same top-level project (and the same Project Planning Option) for all parts.

• Top-level Project-CS — If the part is not a common stock part, MRP/MPS plans inventory for this project with other projects with the same top-level project (and the same Project Planning Option). For common stock parts, MRP/MPS plans this project's inventory with other non-allocated projects.

• Netting Group-CS — If the part is not a common stock part, MRP/MPS plans inventory for this project with other projects assigned to the same netting group (and the same Project Planning Option). For common stock parts, MRP/MPS plans this project's inventory with other non-allocated projects.

• Netting Group-No CS — MRP/MPS plans inventory for this project with other projects assigned to the same netting group (and the same Project Planning Option) for all parts.

• All Projects — MRP/MPS plans this project's inventory with other non-allocated projects (including common stock projects, if the part is a common stock part).

• No MRP Planning — MRP/MPS disregards all supply and demand for this project for planning purposes.

Last MO

Enter the last manufacturing order (MO) ID if MO IDs are auto-assigned by project.

Common Stock Inv Abbrev

Enter, or click to select, the inventory abbreviation to be used by Costpoint Material Requirements Planning and Master Production Scheduling for common stock parts required for this project. This inventory abbreviation is only used if a common stock inventory abbreviation has not been assigned to the part on the Manage Parts screen. If the Allow Common Stock sourced from a Non-Common Inventory Project check box is selected on the Configure Inventory Settings screen, you can use a common stock from a non-common inventory project.

Planner

Enter, or click to select, the ID of the planner responsible for planning this inventory project. Use the options in the Planner Assignment group box on Configure Production Control Settings to specify how planners should be assigned.

Requisition Approval Process

Enter, or click to select, a requisition approval process code to load on all requisitions automatically generated for this inventory project. This field populates only if you have selected the Manual option in the Process Assignment group box on the Configure Purchase Requisition Settings screen.

Reorder Raw Material  Inv Abbrev

Enter, or click to select, a default raw material (RM) inventory abbreviation to be used on purchase requisitions whenever this inventory project is selected on the Print Inventory Reorder Report process.

Netting Group

Enter, or click to select, the netting group ID for this inventory project. Establish netting groups on the Manage Netting Groups screen. This option is available only if the option you selected in the Project Planning Option field requires a netting group.

Planning Warehouse

Enter, or click to select, the planning warehouse for this inventory project. This is used by Costpoint Material Requirements Planning and Master Production Scheduling to determine what warehouse should be assigned for planned orders if the Plan Warehouse Separately check box is selected in the Corporate Settings block of the Configure Materials Requirements Planning Settings screen.

Reorder Finished Goods Inv Abbrev

Enter, or click to select, a default finished goods (FG) inventory abbreviation to be used on manufacturing orders whenever this inventory project is selected. This field is not currently used in inventory processing.

Common Inventory

Select this check box to indicate that the project involves company-owned, non-allocated inventory, which means it is not tied to a specified direct project and can be used across many different projects. If you clear the check box, this inventory project is tied to a specific project and unavailable for use across other projects. This check box is used primarily by the Compute Material Requirements function. It is not used by Material Requirements Planning (MRP) and Master Production Scheduling (MPS) planning functions.