Costpoint Online Help

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Planning Subtask

Use this subtask to define the characteristics of a part that is used in Purchasing, Inventory, and Production Control.

Use the main screen of Manage Parts to enter a part with minimal information required for purchasing and inventory. This subtask contains more detailed characteristics of a part that is used in manufacturing and inventory.

Use this subtask during initialization and maintain it when additions or modifications are needed for planning part data. You must establish the part in the main screen of Manage Parts before you can enter information on this subtask.

Planning Details

Basic Characteristics

Field Description
Commodity

Enter, or click to select, a commodity code to assign to this part. Commodity codes are established on the Manage Commodity Codes screen. After you select a commodity code, the description displays in the unlabeled field to the right.

Subst. Part Planning Order

Select the substitute part planning order from this drop-down list. The available options are:

  • Original Part Across Projects
  • Original/Substitute Part in Demand Project
  • Substitute Parts Across Projects
  • Substitute/Original Part in Demand Project
Buyer

Enter, or click to select, the buyer assigned to the selected part. The buyers are established on the Manage Buyers screen. The buyer assigned to the default Commodity is initially displayed. You can select a new buyer to associate with planning for this part.

Planner

Enter, or click to select, the planner assigned to the default Commodity. You can enter a new planner to associate with planning for this part.

Planning Type

From this drop-down list, select the planning type for this part to indicate how this item is considered for requirement planning and reporting. The system-defined types are:

  • MRP: Select this option to use the part for Materials Requirement Planning. This is the default when licensed for MRP.
  • Reorder: Select this option to indicate that the part is not used by MRP or MPS but still requires planning.
  • MPS: Select this option to use the part for Master Production Scheduling.
  • None: This selection is the system default when not licensed for MRP, and requires no planning type consideration.
Scrap

Enter the scrap percentage for this part. This is your best estimate of what percentage of these parts is accidentally destroyed, lost, or otherwise rendered unusable.

Yield

For planning purposes, enter the estimated yield of a manufacturing or purchase order for this part.

Receipt Tolerance

Field Description
Overshipment Allowed

If the Use Receipt Tolerance check box on the Configure Product Definition Settings screen is selected and if this check box is selected, you can enter a default tolerance percentage for this part. This percentage defaults to the PO line along with the Overshipment Allowed check box. You can modify these defaults.

Percentage

If you entered a commodity code that has a default receipt tolerance percentage assigned, the percentage defaults in this field. If the Use Receipt Tolerance check box on the Configure Product Definition Settings screen is selected, and if the Overshipment Allowed check box is selected, you can enter a default tolerance percentage for this part. This percentage defaults to the PO line along with the Overshipment Allowed check box.

Note: If the Use Receipt Tolerance check box on the Configure Product Definition Settings screen is not selected, you can select the Overshipment Allowed check box, but you cannot enter a receipt tolerance percentage.

Planning Flags

Use this group box to designate specified uses for this part.

Field Description
Inventory Part

Select this check box to indicate that this part is stocked in inventory. Clear the check box to indicate that this part is not stocked in inventory.

Always Quote

Select this check box to indicate that use of this part when estimating always requires quotes from vendors.

Floor Stock

Select this check box if this part is a floor stock (bulk issue) part, and therefore is available at all times.

Backflush

Select this check box if this part is automatically deducted from inventory when a manufacturing order is completed. Clear this check box to indicate that no automatic deduction will occur. If you select this checkbox and the Allow Serial Lot Backflush in the Configure Production Control Settings screen is selected, you can still use either serial or lot tracking for the part or project requirement.

Common Stock

Select this check box to indicate that this part is not tied to a particular project but is ordered as part of a common pool of items.

CS Inv Abbrev

Enter, or use to select, the common stock inventory abbreviation to be used for MRP Planning. If the Allow Common Stock sourced from a Non-Common Inventory Project check box is selected on the Configure Inventory Settings screen, you can use a common stock from a non-common inventory project.

Default Location

Use this group box to assign a warehouse and location ID default that displays when this part is specified.

Field Description
Warehouse

Enter, or click to select for this part, the warehouse ID as the default backflush location in Receiving and Inventory. This warehouse ID must already exist on the Manage Warehouses screen in Inventory.

Location

Enter, or click to select, the default location of the Warehouse that was selected for this part. This location must already exist as a location of this Warehouse and must be set up on the Manage Locations screen in Inventory. If the Part/Project Default Location option is selected on the Configure Receiving Settings screen, this warehouse location defaults to the Acceptance Location field for this part on the Manage Purchase Order Receipts screen.

Order Policy

Field Description
Policy Type

From this drop-down list, select the policy type that indicates the lot sizing technique to be used for this part in Material Requirement Planning (MRP). The system-defined selections are:

  • Min/Mult Lot Size: This option requires that a lot size be specified for meeting net requirements. If you select this option, you must enter a minimum or multiple lot size for the calculated planned order to meet net requirements.
  • Order to Point: The inventory Reorder Process automatically places a purchase requisition for this part whenever the inventory quantity is less than or equal to the reorder point.
  • Period: This option requires that the lot size equal net requirements for the specified number of shop calendar days. This selection also activates the Period Order Days field.
  • Reorder Point: The inventory reorder process automatically places a purchase requisition for this part whenever the quantity on hand is reduced to or below a specified level (reorder point level).
  • Discrete Lot Size: This option requires that the planned order quantity always equal the quantity of the net requirements.
Minimum

The Minium field displays here if you selected any option but Reorder Point in the Policy Type field.

Enter a minimum lot size that specifies that the calculated planned order is always at least equal to the specified lot size when meeting net requirements. This field is not available if you selected Discrete Lot Size or Order to Point in the Policy Type field.

Examples:

  • Requirement = 10 and Min. Lot Size = 12, then Planned Order = 12
  • Requirement = 15 and Min. Lot Size = 12, then Planned Order = 15
Reorder

The Reorder field displays here if you selected Reorder Point in the Policy Type field. It displays the quantity that is requisitioned when a part reaches its reorder point.

Maximum

Enter the maximum quantity that can be placed in any one order. If the order quantity is greater than the maximum quantity, it is split into several orders, each not exceeding the maximum quantity.

Period Order Days

If you selected Period in the Policy Type field, you must enter the number of shop days for which the MRP system combines net requirements to create a planned order.

Multiple

Enter a multiple lot size. The quantity for any calculated planned order must always be a multiple of this lot size when meeting net requirements. This field is not available if you selected Discrete Lot Size, Order to Point, or Reorder Point in the Policy Type field.

Examples:

  • Requirement = 10 and Mult. Lot Size = 12, then Planned Order = 12
  • Requirement = 15 and Mult. Lot Size = 12, then Planned Order = 24

Physical Count

Field Description
ABC Classification

Enter, or click to select, the ABC code that best categorizes this part. The ABC code is the classification of a group of items in decreasing order of annual amount, volume, or other criteria. The ABC Code can be calculated by the Update ABC Classifications screen in Inventory and can be overridden in this field.

Tolerance

Count tolerance is the percentage that is acceptable between physical count quantity and system pre-count quantity. A percentage automatically displays based on the ABC Classification selected. The value in this field affects the appropriate count quantities in the table window on the Manage Actual Counts screen.

Frequency

Enter the count frequency in calendar days in which cycle counts must be performed for this part. A percentage automatically displays based on the ABC Classification selected.

Lead Times/Time Fences (Days)

Field Description
Total Lead Time (Days)

This field displays the total lead time that is calculated on the Lead Time subtask. This total updates when modifications are made to the Lead Time selections.

Cumulative Lead Time

Enter the number of days it requires to make or buy this part (including all subassemblies and components).

The value in this field is used as the MPS time fence only if the MPS Time Fence Method field on the Configure Master Production Scheduling Settings screen is set to Use Part Cumulative Lead Time.

SO Time Fence

Enter the number of days in which future changes must not be made to the Sales Order for this part.

Default Component Lead Time Offset

Enter the default component lead time offset, in days. This number is used to determine when the component is required on manufacturing orders.

MPS Time Fence

Enter the number of days in which future changes must not be made to the Master Production Schedule for this part.

The value in this field is used as the MPS time fence only if the MPS Time Fence Method field on the Configure Master Production Scheduling Settings screen is set to Use Part Time Fence.

Subtasks

Subtask Description
Lead Time Click this link to open the Lead Time subtask.
Part Warehouses Click this link to open the Part Warehouses subtask. It is only available if you select the ABC Classification by Warehouse check box on the Configure Inventory Settings screen. This subtask is disabled if you do not select the ABC Classification by Warehouse check box. In that case, part level ABC classification applies.
Shelf Life Click this link to open the Shelf Life subtask to specify the shelf life information for this part. A shelf life indicates when the part becomes dated and unusable. You can use the shelf-life number to identify when a serialized or lot tracked part becomes unusable if shelf-life is calculated based on receipt date (as defined on the Configure Serial/Lot Settings screen).