FIRM MATERIAL REQUIREMENTS PLANNING PLANNED ORDERS

Use this screen to convert planned orders generated by the Update Master Production Schedules, Manage Master Production Schedules, and/or Update Materials Requirements Plan screens into purchase requisitions, manufacturing orders, and transfer reservations.

The process selects and groups planned orders using the criteria listed below, and applies part and MRP settings lot-sizing rules as necessary. Once a planned order is firmed/released into a requisition, manufacturing order or reservation, it is deleted, along with the associated MRP/MPS action message. Inventory on-order, on-requisition, reserved and owed quantities are also updated when the manufacturing orders, requisitions and reservations are generated.

This application populates new RQ_LN_PO columns with the PO Type, Completed Work Retention Percent and Stored Materials Retention Percent if the row is inserted by the process for purchase agreement logic using suggested blanket orders.

During requisition generation, the preferred vendor must not be flagged as a payroll vendor, and its Approval Code must not be "Not Approved" or "Pending." The vendor's Vendor Status for PO must not be "On Hold."

You can generate a trial run report listing the manufacturing orders, requisitions, and reservations that would be created.

If you run the process, these reports produce a log of all objects generated during the current execution.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this group box to specify the range of parts information you want to include in the process.

Planner

Use the drop-down list to select the range of planners that you want to include in the process. The available options are:

Use the Start and End fields to enter, or use to select, the starting and/or ending planner IDs you want to include in the process.

Warehouse

Use the drop-down list to select the range of planners you want to include in the process.

The available options are:

Use the Start and End fields to enter, or use to select, the starting and/or ending warehouse IDs you want to include in the process.

Project

Use the drop-down list to select the range of inventory projects you want to include in the process. The available options are:

Use the Start and End fields to enter, or use to select, the starting and/or ending project IDs you want to include in the process.

Netting Group

Use the drop-down list to select the range of netting groups you want to include in the process. The available options are:

Use the Start and End fields to enter, or use to select, the starting and/or ending netting group IDs you want to include in the process.

Planned Order

Use the drop-down list to select the range of planned orders you want to include in the process. The available options are:

Use the Start and End fields to enter, or use to select, the starting and/or ending planned order IDs you want to include in the process.

Part/Rev

Use the drop-down list to select the range of part numbers you want to include in the process. The available options are:

Use the Start and End fields to enter, or use to select, the starting and/or ending part IDs you want to include in the process. Use the adjacent unlabeled fields to enter, or use to select, the revision number for the selected parts.

Order Date

The Option field always displays From Beginning.

Use the End field to enter, or use to select, the latest order date you want to include on this report. This date only applies to planned orders.

Options

Use this group box to specify additional options for the process.

Include Planned Order Type

use this group box to select the planned order type you want to include in the process.

MRP

Select this option to include planned orders generated from the Update Materials Requirements Plan screen.

MPS

Select this option to include planned orders generated from the Update Master Production Schedules or Manage Master Production Schedule screens. This option is allowed only if you have selected the Allow MPS Planned Orders to be Firmed in the in MRP Firm Order Process option in the Configure Material Requirements Planning Settings screen.

Include Planned Orders

Use this group box to specify whether to include planned orders that have not been manually selected, or only those manually selected for firming/release.

Selected Only

Select this option to include only planned orders that have been manually selected for firming or release.

All

Select this option to include all eligible planned orders, whether or not they have been manually selected. If you select this option, you can use the Firm or Release option to specify the status of requisitions, manufacturing orders and transfer reservations for those planned orders that have not been manually selected. The process uses the selection code to determine the status of manually selected planned orders.

Firm

Select this option to firm all eligible planned orders that have not been manually selected. Manufacturing orders will be given a status of "Firm Planned," requisitions are given a status of "Pending," and transfer reservations are considered unapproved requests. This option is available only if you selected All planned orders for inclusion.

Release

Select this option to release all eligible planned orders that have not been manually selected. Manufacturing orders are given a status of "Released," requisitions are submitted for approval if electronic approvals are required or set to approved if electronic approval is not required. This option is available only if you selected All planned orders for inclusion.

Generate

Select at least one type of order you want to firm.

Purchase Requisitions

Select this check box to generate purchase requisitions for planned orders with an order type of B (Buy).

Starting Requisition ID

Use this field to enter, or use to select, the starting requisition ID to assign to planned orders with Buy status. If you select an existing requisition ID, you must modify it to an ID that has not been used. Leave this field blank to auto-assign requisition settings

Manufacturing Orders

Select this check box to generate manufacturing orders for planned orders with an order type of M (Make).

Starting Manufacturing Order ID

Use this field to enter, or use to select, the starting MO ID to assign to planned orders with Make status. If you select an existing MO ID, you must modify it to an ID that has not been used. Leave this optional field blank to auto-assign MO IDs.

Transfer Reservations

Select this check box to generate transfer reservations for planned orders with an order type of T (Transfer).

Substitute Part

Select this check box to display substitute part action messages.

Starting Reservation

Use this field to enter, or use to select, the starting reservation ID that you want to assign to planned orders with Transfer status. If you select an existing reservation ID, you must change it to an ID that has not been used. Leave this optional field blank to auto-assign reservation IDs.

Requisitions/Requestor

Use this field to enter, or use to select, the ID of the employee whom you want to assign to the requisitions or reservations generated during this process. If you leave this field blank, select the Use Planner Employee check box.

Requisition Approval

Use this field to enter, or use to select, the requisition approval process to assign to planned orders with Buy status. Leave this optional field blank to auto-assign. This field is disabled if you clear the Manual option in the Process Assignments group box in the Configure Purchase Requisition Settings screen in the Costpoint Procurement Planning.

Requisition Currency

This field displays the three-letter code, such as USD, to be used as the transaction currency for any generated requisitions. This field is populated with the company functional currency.

Use Planner Employee

Select this check box to load the planner's employee ID as the requisitioner for any generated requisition and requester for any generated reservation.

Use Inventory Project Approval Process

Select this check box to load the inventory project's approval process as the primary default. This field is disabled if you clear the Manual option in the Process Assignments group box in the Configure Purchase Requisition Settings screen in Costpoint Procurement Planning.