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Contents of the Firm Master Production Schedule Planned Orders Screen

Use the fields and options to configure the Firm Master Production Schedule Planned Orders screen.

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, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
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 on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on 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 on the screen, you can override the defaults.

Description

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

Generate

Planner

All planned orders are assigned a planner ID based on the planner assignment criteria defined on the Configure Production Control Settings screen. If Costpoint cannot assign a planner from the selected part/project criteria, it assigns the default planner ID specified on the Configure Material Requirements Planning Settings screen. Use this selection option to select planned orders by their assigned project.

Field Description
Start

Use the drop-down list to select the range of planners to include in the process. Available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

This field defaults to All.

Include Planned Orders

Enter, or click to select, the assigned planner (or beginning planner for a range) for whom you want to firm or release planned orders. If you select All or From Beginning in the Start field, this field is not available.

Include Planned Orders

Enter, or click to select, the ending planner (for a range) for whom you would like to firm or release planned orders. If you select All, One, or To End in the Start field, this field is not available.

Warehouse

You have the option to firm or release planned orders by the assigned warehouse.

  • If you select the Plan Warehouse Separately check box on the Configure Material Requirements Planning Settings screen, all planned orders are assigned warehouses.
  • If you do not select the Plan Warehouse Separately check box, it is possible to have planned orders not assigned to a warehouse. To select these planned orders, set the Start to All.

Use the options in this group box to specify the warehouses for which you want to firm or release planned orders.

Field Description
Start

Use the drop-down list to select the range of warehouses to include in the process. Available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

This field defaults to All.

Include Planned Orders

Enter, or click to select, the warehouse (or beginning warehouse for a range) for which you would like to firm or release planned orders. If you select All or From Beginning in the Start field, this field is not available.

Include Planned Orders

Enter, or click to select, the ending warehouse (or a range) for which you would like to firm or release planned orders. If you select All, One, or To End in the Start field, this field is not available.

Project

All planned orders are assigned a project ID they will be built, bought or transferred to. Use this selection option to select planned orders by their assigned project.

Field Description
 Start

Use the drop-down list to select the range of projects to include in the process. Available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

This field defaults to All.

Include Planned Orders

Enter, or click to select, the project (or beginning project for a range) for which you would like to firm or release planned orders. If you select All or From Beginning in the Start field, this field is not available.

Include Planned Orders

Enter, or click to select, the ending project (for a range) for which you would like to firm or release planned orders. If you select All, One, or To End in the Start field, this field is not available.

Netting Group

Some inventory projects are assigned to a netting group. A netting group is a user-defined collection of projects that MRP/MPS plans together.

Use this selection option to select planned orders by their assigned project's netting group. To include planned orders that are assigned to projects not planned by netting group, you must select the All option.

Field Description
Start

Use the drop-down list to select the range of netting groups to include in the process. Available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

This field defaults to All.

Include Planned Orders

Enter, or click to select, the netting group (or beginning netting group for a range) for which you would like to firm or release planned orders. If you select All or From Beginning in the Start field, this field is not available.

Include Planned Orders

Enter, or click to select, the ending netting group (for a range) for which you would like to firm or release planned orders. If you select All, One, or To End in the Start field, this field is not available.

Planned Order

Planned orders are not assigned numbers or IDs by the Update Master Production Schedules or Update Material Requirements Plan screens, but you can manually assign numbers to them on the Manage Detailed Part Schedule, Manage Master Production Schedules, Manage MRP Action Messages, or Manage Master Production Schedule Action Messages screens.

Use this selection option to select planned orders by their assigned order ID. To include planned orders that are assigned an order ID, you must select the All option.

Field Description
Start

Use the drop-down list to select the range of planned orders to include in the process. Available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

This field defaults to All.

Include Planned Orders

Enter, or click to select, the planned order ID (or beginning planned order for a range) to firm or release. If you select All or From Beginning in the Start field, this field is not available.

Include Planned Orders

Enter, or click to select, the ending planned order ID (for a range) to firm or release. If you select All, One, or To End in the Start field, this field is not available.

Part/Rev

All planned orders are linked to the part that will be made, bought or transferred to meet demand requirements. Use this selection option to select planned orders by their assigned part and rev.

Field Description
Start

Use the drop-down list to select the range of parts/revisions to include in the process. Available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

This field defaults to All.

Include Planned Orders

Enter, or click to select, the part ID or part revision to be the starting point of the range. If you select All or From Beginning in the Start field, this field is not available.

This field is disabled if Allow Multiple Revisions for Each Item is not selected on the Corporate Settings block of the Configure Product Definition Settings screen.

Include Planned Orders

Enter, or click to select, the part ID or part revision to be the end point of the range. If you select All, One, or To End in the Start field, this field is not available.

This field is disabled if Allow Multiple Revisions for Each Item is not selected on the Configure Product Definition Settings screen.

Order Date

Field Description
Start

This field always displays From Beginning.

Include Planned Orders

Enter, or click to select, the latest planned order date to include in the processing. Any planned order with an order date later than this date is excluded from processing. This is an optional field.

Identification

Field Description
MRP

Select this check box to include planned orders generated from the Update Material Requirements Plan screen. This option is allowed only if you selected the Allow MRP Planned Orders to be Firmed in MPS Firm Orders Process check box on the Configure Master Production Scheduling Settings screen.

MPS

Select this option to include planned orders generated from the Update Master Production Schedules or Manage Master Production Schedule screens.

Include Planned Order Type

Use the options in this group box to specify whether you want to include planned orders that have not been selected manually or only those manually selected for firming/release (using the Manage Detailed Part Schedule screen, Manage Master Production Schedules screen, Manage MRP Action Messages screen, or the Manage Master Production Schedule Action Messages screen).

Field Description
Selected Only

Click this option to include only planned orders that have been manually selected for firming or release (using the Detailed Part Schedule screen, Manage Master Production Schedules screen, Manage MRP Action Messages screen, or the Manage Master Production Schedule Action Messages screen).

All

Select this option to include all eligible planned orders, whether they have been manually selected or not.

If you select this option, you can use the Firm or Release options to specify the status of requisitions, manufacturing orders, and transfer reservations for those planned orders that were not manually selected. The process uses the selection code to determine the status of manually selected planned orders.

Firm

Click this option to firm all eligible planned orders that were not manually selected. Manufacturing orders are 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 were not manually selected. Manufacturing orders are given a status of Released, and 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.

Option

Select the type of orders you want to firm. You must select at least one of the following check boxes:

Field Description
Purchase Requisitions

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

Manufacturing Orders

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

Transfer Reservations

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

Starting Requisition ID

Enter the starting requisition ID that you want to assign to planned orders with Buy status. You can also click to view requisition IDs that are already assigned. If you select an existing requisition ID, you must change it to an ID that has not been used.

Leave this optional field blank to auto-assign requisition settings based on the requisition numbering method selected on the Configure Purchase Requisition Settings screen in the Procurement Planning module.

Starting Manufacturing Order ID

Enter the starting MO ID that you want to assign to planned orders with Make status. You can also click to view MO IDs that are already assigned. 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 based on the MO Numbering Method defined on the Configure Production Control Settings screen.

Starting Reservation ID

Enter the starting reservation ID that you want to assign to planned orders with Transfer status. You can also click to view reservation IDs that have already been assigned. 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 based on settings on the Manage Warehouses screen.

Requisitions/Requestor

Enter, or click 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 optional field blank, you should select the Use Planner Employee check box.

Requisition Approval

Enter, or click to select, the requisition approval process that you want to assign to planned orders with Buy status. Leave this optional field blank to auto-assign. This field is disabled if you did not select the Manual option in the Process Assignments group box on the Configure Purchase Requisition Settings screen in the Procurement Planning module.

Requisition Currency

This field displays the three-letter code, such as USD, that is 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 requestor 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. The inventory project's requisition approval process is specified on the Manage Inventory Projects screen in the Inventory Control module. This field is disabled if you did not select the Manual option in the Process Assignments group box on the Configure Purchase Requisition Settings screen.