Planned Order Subtask

Use this subtask to display and modify details about the MPS-generated planned order selected in the table window on the main screen.

Note: When you click the Planned Order link on the main screen, one of a number of different subtasks displays depending on the Message and Supply Type settings of the selected line on the main screen.

Contents

Field	Description
Part	This field displays the ID for the part on the selected action message on the main screen.
Rev	This field displays the part revision number.
Description	This field displays the part description.
U/M	This field displays the part's default or inventory unit of measure.
Message	This field displays the action message suggested for the manufacturing (for example, Cancel Order, Reschedule Order, or Decrease Qty.)
Lead Time (Days)	This field displays the total lead time, in days, for the part as specified on the Planning Details subtask of the Manage Parts screen in Costpoint Product Definition.
Part Make/Buy	This field displays Make or Buy depending on whether the part is manufactured or purchased.
Order/Requisition	Enter the order or requisition ID that is to be used when the planned order is firmed or released.
Selection Status	From the drop-down list, select the planned order for processing on the Firm Master Production Schedule Planned Orders screen and assign the status of the order, requisition, or reservation when it is converted from a planned order: Firm: Select this option to assign the status of Firm Planned for manufacturing orders, Pending for requisitions, and Pending Requests for reservations. Release: Select this option to assign the status of Released for manufacturing orders or Approved for reservations and submits the requisition for approval (or approves it if no electronic is required). Not Selected: Select this option if this planned order was not manually selected for firming.
Order Type	From the drop-down list, select what should be created when the planned order is firmed. This value defaults based on the part or manufacturing BOM make/buy code: Make: Select this option to turn planned orders into manufacturing orders. Buy: Select this option to turn planned orders into requisitions. Transfer Res: Select this option to turn planned orders into transfer reservations.
Override Lot Size Rules	Select this check box to have Costpoint ignore the part's minimum, multiple, and maximum lot size rules when firming the order.
Inv Abbrev	Enter, or click to select, the inventory abbreviation code to be used when the planned order is firmed. The name of the inventory abbreviation displays in the adjacent unlabeled field.
Project	This field displays the ID of the project associated with the inventory abbreviation to be used when the planned order is firmed.
From Inv Abbrev	Enter, or click to select, the inventory abbreviation code for the location from which the material is transferred. This field is applicable only if the Order Type is Transfer Res. The name of the From Inv Abbrev displays in the adjacent unlabeled field.
From Project	This field displays the project ID associated with the From Inv Abbrev.
Planner	Enter, or click to select, the planner ID assigned to the order or requisition.
Warehouse	This field displays the assigned warehouse ID for the planned order. For transfer reservation order types, you can enter, or click to select, the warehouse the inventory will be transferred to.
To Warehouse	Enter, or click to select, the warehouse ID to which inventory will be transferred. This field is cleared and disabled if the Order Type is not Transfer Res.
Combine Orders	Select this check box to allow the planned order to be combined with other, similar, planned orders on the same manufacturing order or requisition.
Order/Requisition Qty	Enter the quantity to be used when the order or requisition is firmed or released.
Yield Qty	This field displays the order or requisition quantity, taking the yield % into consideration. This field displays only if you selected the Incl Scrap/Yield % in Planning Process check box on the Configure Production Control Settings screen in Costpoint Production Control.
Suggested Qty	This field displays the order/requisition quantity suggested by MPS for the planned order.
Stop Explosion	Details are forthcoming.

Dates

This group box displays various dates relating to the planned order.

Field	Description
Due	Enter the desired due date for the planned order. This date represents the date when the MO or PO must be received from the shop or vendor to meet the need date of the corresponding demand, including MO lead times for stocking or PO lead times for receiving and inspection.
Suggested Due	This field displays the due date suggested by MPS for the planned order. For a purchased part, Costpoint calculates this field by subtracting the purchasing inspection and purchasing receiving lead times from the need date. For a manufactured part, Costpoint subtracts the manufacturing- stocking lead time from the need date.
Planned Available	This field displays the date when the order becomes available to meet the demand, including the MO lead times for stocking or PO lead times for receiving and inspection. If you modify the due date, Costpoint recalculates the planned available date.
Planned In Shop	Enter the date on which the manufacturing order is planned for release to the shop floor. This field is applicable only to manufacturing orders.
Suggested In Shop	This field displays the date suggested by MPS for moving the manufacturing order to the shop floor. Costpoint calculates this value by subtracting the manufacturing, manufacturing inspection, and manufacturing stocking lead times from the need date of the requirement. This field is applicable only to manufacturing orders.
Planned Release	Enter the desired target place date for the requisition or the planned release date for manufacturing order.
Order/Requisition	Enter the desired order/requisition date for the manufacturing order or requisition after it is firmed or released.
Suggested Order	This field displays the order/requisition date suggested by Costpoint. Costpoint calculates this value by subtracting the total part lead time from the need date of the requirement.
Suggested Release	This field displays the desired target place date or release date for the purchase requisition or manufacturing order. For a buy part, Costpoint calculates this value by subtracting the purchasing vendor, purchasing receiving, and purchasing inspection lead times from the need date of the requirement. For a make part, Costpoint subtracts the manufacturing picking, manufacturing, manufacturing inspection, and manufacturing stocking lead times from the need date of the requirement.
Need	This field displays the date on which the planned order is needed to meet the demand.