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.

Subassembly 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 modify 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 on the Configure Production Control Settings screen, the MO number automatically display in this field. You cannot modify 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 Manage Warehouses screen.

Overwrite Existing Rows

Select this check box to have the system overwrite existing requirement line rows when the Autoload action is executed.

Load Partially Released MBOM

Select this check box to load the partially released requirement rows when the Autoload action is executed.

Autoload

Click this button to load material requirements from the BOM. If you use the Autoload 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 Autoload function loads only those components with a starting effective date the same as, or earlier than, the As of Date field on the main screen, and an ending effective date (if not blank) later than the As of Date.

If you enter a configuration for the MO, the Autoload 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 Autoload function does not generate requirements if the BOM status of the build part is Unreleased.

The Autoload 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 Autoload 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 Manage Manufacturing Bills of Material screen, it (and its components) are not included.

If you selected the Stop Explosion check box for this component in the Component subtask of the Manage Manufacturing Bills of Material 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 on the Configure Production Control Settings screen.

Recalculate Required Quantities

Click this button to recalculate the required quantities.

Reload Need Dates

Click this button to reset the need dates.

Requirements

Line

Enter the component line number of the material requirement. If you use the Autoload button to load the requirement lines, you can modify this field only if you selected the Allow Full Changes on MO BOM Components check box on the Configure Production Control Settings screen.

Find No

Enter the component find number of the material requirement. If you use the Autoload button to load the requirement lines, you can modify this field only if you selected the Allow Full Changes on MO BOM Components check box on the Configure Production Control Settings screen.

Component Part

Enter the part ID of the material requirement. If you use the Autoload button to load the requirement lines, you can modify this field only if you selected the Allow Full Changes on MO BOM Components check box on the Configure Production Control Settings screen.

Rev

Enter the part revision of the material requirement. If you use the Autoload button to load the requirement lines, you can modify this field only if you selected the Allow Full Changes on MO BOM Components check box on the Configure Production Control Settings screen.

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

Description

This field displays the description of the part ID requirement.

Part Security

This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the part is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the part you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that part:

• Unrestricted— The part is not subject to data security restrictions.

• Restricted— The part is subject to data security restrictions and that you are authorized to access detailed part information.

• ***UNAUTHORIZED***— The part is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color.

If you are unauthorized to access parts that are subject to data security restrictions, then you will not be able to create or edit purchase order lines for that restricted part.

U/M

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

Make/Buy

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 on the Manage Inventory Projects screen). For each inventory component where the inventory reserved quantity is greater than zero, an 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.

Inv Abbrv Name

This field displays the corresponding name of the inventory abbreviation.

Need Date

Enter, or click to select, 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.

Required Quantity

This field displays the total required quantity for this component/subassembly part on the MO. If you use the Autoload 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 * Build Quantity. This quantity can be modified. Modifications made to this field automatically update the Inv Reservation Quantity and Quantity To Issue fields. The requirement quantity is unmodified 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.

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 Autoload button, this field defaults to the Required Quantity for the component line except when it is a floor stock part. This field can be modified, but the value cannot be less than the Quantity To Issue field. As MO issues are made, this field is correspondingly reduced. If you modify the Required Quantity field, this field is also modified 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.

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.

Work Center

Enter, or click to select, the work center where this part is consumed on the MO. If you use the Autoload button, this is taken from the Component subtask on the Manage Manufacturing Bills of Material screen.

Backflush Location

Enter, or click to 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 Autoload 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 on the Manage Part Project Data screen for the build-to project (the Preferred Warehouse ID on the Manage 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 on the Manage Parts screen (the Warehouse ID on the Manage Parts screen must match the Warehouse ID on the main screen). If a match is still not found, you must manually enter the backflush location.

Issued Quantity

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

Component Type

This field displays the component type: B (Buy w/ component), S (Standard), P (Phantom), R (Reference), or T (Tool). If you use the Autoload button, the component type is taken from the bill of material entered for this part in Costpoint Bills of Material. Otherwise, it loads from the component's Manage Parts screen.

Quantity 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.

Phantom Component

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

Component Released

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.

Common Stock

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

Floor Stock

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

Scrap Percent

This field displays the scrap percentage associated with the component part. If you use the Autoload button, the scrap percentage is taken from the Component subtask on the Manage Manufacturing Bills of Material screen. Otherwise, it is taken from the Manage Parts screen.

Commodity

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 on the Configure Production Control Settings screen. If you select the Part option in the Planner Assignment group box, this field displays the planner from the Manage Parts screen. If you selected the Inventory Project option in the Planner Assignment group box, this field displays the planner from the Manage Inventory Projects screen. If you selected the Netting Group option, the planner is taken from the Manage Netting Groups screen, using the netting group from the inventory abbreviation's project. If you selected the Commodity option, the planner is taken from the Manage Commodity Codes screen, using the commodity code for the part from the Manage Parts screen.

Net Available 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 on the Configure Production Controls Settings screen)—minus the reserved and planned reserved quantities.

Current Available Quantity

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

In Inspection Quantity

Enter, or click to view, all the in inspection quantities for this part/inventory abbreviation.

On Hand Quantity

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

On Requisition Quantity

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

On Order Quantity

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

Allocated Quantity

This field displays the sum of allocations made to the reservation line.

Total Reserved Quantity

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

Notes

Enter notes for the requirement line.

Inventory Expediting Notes

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

Subtasks