Planning data

Field

Description

Planning method

This switch must be activated if item procurement is to be verified through the MRP run (Beas).

Selection of one of the following options:

•	Scheduling (MRP): Planning item procurement with the scheduling system

•	None: Item procurement is not planned via scheduling, and no production order or order recommendation is created for the item.

If dealing with an assembly, it is broken down independent of planning method. Its subordinated items can create a demand in order recommendation report.

In BOM you can override the planning method. For more notes see BOM - Planning.

Order multiple

Enter a numeric value specifying the lot size for scheduling. Relates to inventory unit. This affects work order and purchase order generation via the MRP run.

Example: Order multiple = 10

Purchase order quantity 8 is input or transferred. It is not proposed to increase the quantity to 10.

Example: Order multiple = 10, production lot size = 5

Production quantity 8 is input or transferred. It is not proposed to increase the quantity to 10. 2 work orders are created for every 5.

Order multiples are considered in MRP - requirement coverage calculation. See MRP wizard – Breakdown replenishment – Consider order multiples.

Minimum order amount

Generally, at least the specified amount is purchased. This is a default, no fixed value.

Quantity is in Inventory unit

Affected

- Scheduling: Create purchase orders

- Breakdown sub-assemblies. See MRP wizard – Breakdown replenishment – Consider order multiples.

Lead time

This value can be calculated automatically for in-house production.

see calculate resources

The lead time for in-house parts is calculated according to quantity in the MRP run (this can be optionally deactivated in the MRP run).

You can set up lead time to be used instead of operation times in general. See Configuration wizard – Capacity planning

Lead time is always specified in work days. A lead time of 0 days is marked as an "error" by the data check.

For assemblies the lead is the production time of the assembly without consideration of sub-structures.

Example:

Given structure:
- X011 with 3 days
--- contains order related X012 with 2 days

------- contains storage related X013 with 4 days

Lead time for X011 in sum 5 days (order related)
Total lead time 9 days, if X013 is not covered from stock

Tolerance days

In Item Master Data > Planning Data tab you can define Tolerance days.

mrp_tolerance0

Related to order scheduling: If there is negative stock in the time line, the item will be shown in MRP as shortage. Here you can enter the number of days. A negative balance will be tolerated.

Example:

Stock = 0

Sales order = 3rd May
Purchase order delivery date = 6th May

Material comes 3 days late

mrp_tolerance1

If tolerance date for this item is defined with 3 days or more, the result is: OK

If tolerance date is < 2, the MRP must inform you.

In MRP the filter "Only shortage" means:

Display all entries which have a negative balance in the timeline.

Order_Rec_Filter_NEW

(MRP Filter - Predefined Filter)

In this example the item has a balance from 0, but a negative balance between 3 and 6 May

MRP displays this item if the item has "tolerance days" < 3 days.

MRP does not display this item if the item has a "tolerance days" > 3 days.

Negative Balance in past

Negative Balance in past will be ignored entirely.

The calculation for the time area starts from the current Date.

Example:

Today is 5th May

Sales Order is 3rd May

Delivery = 6th May

The system calculates: Balance is negative from 5th – 6th May = 1 day.