Planned Orders Subtask

In order to correct any supply shortages from existing demand, the Update Master Production Schedules process creates planned orders with suggested quantities and due dates. Use this subtask to view, modify, or create planned orders for the selected parts.

Planned orders for the selected schedule row (on the main screen) and for the parent part display here.

You can modify information on this screen only if the part is designated as a MPS planned part on the Planning Details subtask of the Manage Parts screen in Product Definition.

If you are viewing planned orders for any other MPS Plan other than for P (Production), remember that the planned orders cannot be turned into firmed orders/requisitions.

You can modify what rows are displayed in the grid by checking or clearing the Display All Periods and Display All Product Family Parts check boxes.

Contents

Field	Description
Part	This field displays the part ID.
Rev	This field displays the part revision number.
Description	This field displays the part description.
U/M	This field displays the part's unit of measure.
MPS Plan	This field displays the MPS planning code for the schedule selected on the main screen (P is the code for the "official" MPS Production plan; other codes represent "what-if" plans).
Period End Date	This field displays the ending date of the period for which planned orders information is displayed. It is loaded from the Date for the row selected on the main screen.

Display Options

Field	Description
Display All Periods	When the screen first displays, it displays only the planned orders due in the time period selected on the main screen. Select this check box to see planned orders for all periods.
Display All Product Family Parts	Select this check box to see planned orders for all parts in the same product family. This check box is available only if you selected the Include Product Family Supply/Demand check box on the main screen.
Requery Planned Orders	If you change a display option, click this button to reload the table window.

Planned Order Details

Field	Description
Due Date	Enter the planned due date for the planned order.
Order/Requisition	Enter the manufacturing order, requisition, or reservation number to be assigned when the order is firmed or released. This field is disabled if the selected MPS plan code is not equal to P (Production).
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/reservation when it is converted from a planned order: Firm: Assigns the status of Firm Planned for manufacturing orders, pending for requisitions, and pending request for reservations. Release: Assigns the status of released for manufacturing orders and approved for reservations, and submits the requisition for approval (or approves it if no electronic is required). Not Selected: This planned order was not manually selected for firming.
Order Type	From the drop-down list, select Make, Buy, or Transfer Res to identify what should be created when the planned order is firmed. This value defaults based on the part or manufacturing BOM make/buy code: Make: Planned orders are turned into manufacturing orders. Buy: Planned orders are turned into requisitions. Transfer Res: Planned orders are turned into transfer reservations.
Inv Abbrev	Enter, or click to select, the inventory abbreviation code to be used when the planned order is firmed.
Inv Abbrev Name	This field displays the name of the assigned inventory abbreviation.
Project	This field displays the inventory project ID assigned to the inventory abbreviation.
Planner	Enter, or click to select, the ID of the employee who is to assigned to plan the order.
Warehouse	Enter, or click to select, the warehouse for the order. This field is required if the Plan Warehouse Separately check box is selected on the Configure Material Requirements Planning Settings screen.
Planned Order Qty	Enter the quantity for this order.
Planned Order Yield Qty	This field displays the net order quantity, taking into account planned yield %. This field displays only if you selected the Incl Scrap/Yield % in Planning Process check box on the Configure Production Control Settings screen in Production Control.
Planned Available Date	This field displays the planned availability date for the part (after allowing for purchase, receiving, and inspection lead times).
Planned In-Shop Date	This field displays the planned in-shop date for manufacturing orders.
Planned Release Date	This field displays the planned release date for manufacturing orders.
Combine Order	Select this check box to allow this planned order to be combined with other, similar planned orders on the same Manufacturing Order (MO) or requisition. This value defaults from the Configure Material Requirements Planning Settings screen based on Make/Buy code. This field is disabled if the selected MPS plan code is not equal to P (Production).
Override Lot Size Rules	Select this check box to have Costpoint disregard part lot sizing rules (minimum, multiple, maximum lots size rule defined in the Manage Parts screen in Product Definition) when firming the order.
Configuration	Enter, or click to select, the Bill of Materials (BOM) configuration to use for this assembly. This column is hidden if BOM Configurations are not enabled on the Configure Bills of Material Settings screen.
From Inv Abbrev	For a transfer reservation (only), enter, or click to select, the inventory abbreviation that the inventory is transferred from.
From Inv Abbrev Name	For a transfer reservation, this field displays the full name of the inventory abbreviation.
From Project	For a transfer reservation, this field displays the project assigned to the From Inv Abbrev.
To Warehouse	For a transfer reservation, enter, or click to select, the warehouse to which the part is to be transferred.

Subtask

Subtask	Description
Spread	Click this link to access the Spread subtask, where you can spread the quantity on one planned order into multiple planned orders. This allows you to "smooth" customer demand peaks and valleys for production scheduling purposes.