Overview of Material Resource Planning (MRP)

You can filter the overview that you want to display by defining one or more criteria and clicking Refresh. The overview will be generated based on the defined criteria.

Header section

Advanced

Click this to define the advanced criteria to filter the overview. For more information, see Advanced button for Overview of MRP.

Note: This button will be disabled at Order ➔ To be processed ➔ Back order handling, and Purchase ➔ To be processed ➔ Back order handling.

Warehouses

Click this to select or deselect one warehouse or more to include items in the corresponding warehouse(s) in the overview.

Note: This button will be disabled at Order ➔ To be processed ➔ Back order handling, and Purchase ➔ To be processed ➔ Back order handling.

View

Type a number in terms of days to define the duration of the overview. Once typed, the end date at to will display the corresponding date by adding the number to the start date at From. For example, if November 18, 2008 is typed or selected at From, typing “3” will display November 20, 2008 at to. By default, the following values are displayed:

• At Manufacturing ➔ Planning ➔ MRP, Projects ➔ Planning ➔ MRP, Purchase ➔ To be processed ➔ Generate purchase orders, and Manufacturing ➔ To be processed ➔ Generate purchase orders, the previously typed number is displayed.
• At Purchase ➔ To be processed ➔ Back to back order, and Manufacturing ➔ To be processed ➔ Back to back order, the value defined at Frequency in the main screen is displayed. For more information, see Creating back to back orders.
• At Purchase ➔ To be processed ➔ Back order handling, the value defined at Frequency in the main screen is displayed.

Note: This field will be disabled at Order ➔ To be processed ➔ Back order handling, and Purchase ➔ To be processed ➔ Back order handling.

From, to

Type or select a date or a range of dates to define the duration of the overview. Typing or selecting a date at to will display the corresponding value at View. The value at View is calculated by subtracting the date at From from the date at to. For example, if November 18, 2008 is typed or selected at From, typing or selecting November 20, 2008 at to will result in “3” being displayed at View. By default, the current date is displayed at From and the previously selected date is displayed at to.

Note: This field will be disabled at Order ➔ To be processed ➔ Back order handling, and Purchase ➔ To be processed ➔ Back order handling.

Scale

Click  or to display the overview on a daily, weekly, monthly, or yearly basis, in a descending or an ascending order, respectively. By default, the previously selected option is displayed.

Content

Select one of the following options to display the corresponding type of content in the overview:

• Orders/ Requirements — Select this option to display orders or requests and requirements in the overview. Once selected, View will be displayed next to this field.
• Available — Select this option to display the available quantities of items in the overview.
• Purchase — Select this option to display purchase orders in the overview. Once selected, View will be displayed next to this field.
• Pegging— Select this option to display an overview of pegging. Once selected, View and MRP engine: Scenario will be displayed next to this field.

Note:

• If Pegging is selected at the Content field and Required is selected at the View field, right clicking the quantity cell will display a pop-up menu. Highlighting the quantity cell will enable both the Produce and PO buttons.
• Pegging is available only at Manufacturing ➔ Planning ➔ MRP, Inventory ➔ Item management ➔ MRP, and Projects ➔ Planning ➔ MRP.

By default:

• the previously selected option is displayed at Manufacturing ➔ Planning ➔ MRP, and Projects ➔ Planning ➔ MRP.
• Available is selected at Purchase ➔ To be processed ➔ Generate purchase orders, and Manufacturing ➔ To be processed ➔ Generate purchase orders.
• Order/ Requirements is selected at Purchase ➔ To be processed ➔ Back to back order, and Manufacturing ➔ To be processed ➔ Back to back order.
• Purchase is selected at Purchase ➔ To be processed ➔ Back order handling.

Note: The Content field is enabled only at Manufacturing ➔ Planning ➔ MRP, and Projects ➔ Planning ➔ MRP.

View

This field is available only in the following situations:

• If Orders/ Requirements or Purchase is selected or pre-selected at Content at Manufacturing ➔ Planning ➔ MRP, Projects ➔ Planning ➔ MRP, Purchase ➔ To be processed ➔ Back to back order, and Manufacturing ➔ To be processed ➔ Back to back order. In this situation, select Quantity or Amount to display the overview in terms of quantities or amounts. By default, the following options are displayed:
• The previously selected option is displayed at Manufacturing ➔ Planning ➔ MRP, Projects ➔ Planning ➔ MRP, Purchase ➔ To be processed ➔ Back to back order, and Manufacturing ➔ To be processed ➔ Back to back order.
• Quantity is displayed at Purchase ➔ To be processed ➔ Back order handling.
• If Pegging is selected at Content at Manufacturing ➔ Planning ➔ MRP, Projects ➔ Planning ➔ MRP, and Inventory ➔ Item management ➔ MRP. In this situation, select Required or End date to display the items based on the dates the items are required or display the items based on the dates the next operation step starts in the corresponding Bill of Materials (BOM), respectively. By default, the previously selected option is displayed.

Note: If Pegging is selected at the Content field and Required is selected at the View field, right clicking the quantity cell will display a pop-up menu. Highlighting the quantity cell will enable both the Produce and PO buttons.

MRP engine: Scenario

Type or select an MRP engine scenario to display the overview linked to this scenario. The information is mandatory. 

Note: This is available only if you select Pegging at Content at Manufacturing ➔ Planning ➔ MRP, Inventory ➔ Item management ➔ MRP, and Projects ➔ Planning ➔ MRP.

Results section

You can display the overview by one of the following groups:

• Items — Select this to group the overview by items. Click  Expand or  Collapse to expand or collapse the details linked to the corresponding items, respectively. At Projects ➔ Planning ➔ MRP, Manufacturing ➔ Planning ➔ MRP, Purchase ➔ To be processed ➔ Generate purchase orders, and Manufacturing ➔ To be processed ➔ Generate purchase orders, you can only group the overview by Items.
• People — Select this to group the overview by resources. Click  Expand or  Collapse to expand or collapse the details linked to the corresponding items and resources, respectively.
• Projects — Select this to group the overview by projects. Click  Expand or  Collapse to expand or collapse the details linked to the corresponding items and projects, respectively.
• Suppliers — Select this to group the overview by suppliers. Click  Expand or  Collapse to expand or collapse the details linked to the corresponding items and suppliers, respectively.
• Order — Select this to group the overview by orders. Click  Expand or  Collapse to expand or collapse the details linked to the corresponding items and orders or requests, respectively. At Purchase ➔ To be processed ➔ Back order handling, you can only group the overview by Order.
• Customer — Select this to group the overview by customers. Click  Expand or  Collapse to expand or collapse the details linked to the corresponding items and customers, respectively.

Note: You can group the overview by any group only at Purchase ➔ To be processed ➔ Back to back order, and Manufacturing ➔ To be processed ➔ Back to back order.

If you select the corresponding cell under the day, week, month, or year column and right click, a context box containing the following short cuts to various functionalities will be displayed. The options available depend on the menu path, the selection at Content, and which cell is selected:

• Details — Click this to view the list of requirements and orders or requests linked to the corresponding item.
• Where-used — Click this to view the Bills of Materials (BOM) that use the corresponding item.
• Change — Click this to change the delivery details of the corresponding order or request. For more information, see Changing delivery details of orders or requests.
• Split — Click this to split the corresponding purchase orders in order to divide the purchase order lines into different fulfillment dates and/or quantity. You cannot split purchase orders which are linked to internal use requests or purchase orders which have been allocated to internal use requests.
• Allocate — Click this to allocate the corresponding purchase orders in order to distribute the purchase orders to existing sales orders or other requirements.
• Produce — Click this create a production order for the corresponding make item. For more information see, Creating and maintaining items.
• Purchase order — Click this to create a purchase order for the corresponding item. Selecting Orders/ Requirements at Content will generate a purchase order based on the quantity of items in the sales, internal use request, or production order. Selecting Available at Content will generate a purchase order based on the quantity needed to reach the minimum stock requirement.
• Interbranch transfers — Click this to create an interbranch transfer request for the corresponding item.

Expand all / Collapse all

Click this to expand or collapse the details of all groups at once.

Refresh

Click this to update the overview based on the defined criteria.

Details

Click this to view the list of requirements and orders or requests linked to the corresponding item.

Note: This is enabled only if a cell is selected.

Source

Click this to view the list of orders or requests linked to the corresponding item.

Note: This is enabled only at Purchase ➔ To be processed ➔ Back order handling when you select Purchase at Content and display the overview by Order, and when a cell is selected.

Where-used

Click this to view the compound item(s) using the corresponding items that are part of a BOM. For more information, see Creating and maintaining Bills of Materials.

Note: This is enabled only if a cell is selected.

Card

Click this to view the transaction card of the corresponding item. For more information, see Viewing item transactions.

Note: This is enabled only if a cell is selected.

Transfer

Click this to create an interbranch transfer request for the corresponding item. For more information, see Creating interbranch transfers.

Note: This button is available only at Projects ➔ Planning ➔ MRP, and Manufacturing ➔ Planning ➔ MRP and enabled only when you select Orders/ Requirements at Content and select the corresponding cell.

Produce

Click this create a production order for the corresponding make item. For more information see, Creating and maintaining production orders.

Note:

• This button is available only at Manufacturing ➔ To be processed ➔ Back to back order, Projects ➔ Planning ➔ MRP, or Manufacturing ➔ Planning ➔ MRP and enabled only when you select Orders/ Requirements or Available at Content and select the corresponding cell.
• If Pegging is selected at the Content field and Required is selected at the View field, right clicking the quantity cell will display a pop-up menu. Highlighting the quantity cell will enable both the Produce and PO buttons.

PO

Click this to create a purchase order for the corresponding item or drop ship item. Selecting Orders/ Requirements at Content will generate a purchase order based on the quantity of items in the sales, internal use request, or production order. Selecting Available at Content will generate a purchase order based on the quantity needed to reach the minimum stock requirement.

Note:

• This button is available only at Projects ➔ Planning ➔ MRP, Manufacturing ➔ Planning ➔ MRP, and Purchase ➔ To be processed ➔ Back to back order and enabled only when the corresponding cell is selected. The drop ship functionality will be available only if the Drop ship check box in Order settings at Systems ➔ General ➔ Settings is enabled.
• If Pegging is selected at the Content field and Required is selected at the View field, right clicking the quantity cell will display a pop-up menu. Highlighting the quantity cell will enable both the Produce and PO buttons.

Item

Click this to view or maintain the corresponding item. For more information see, Creating and maintaining items.

Note: This is enabled only if a cell is selected.

Order

Click this to view or modify the sales order linked to the corresponding item. For more information, see Creating and maintaining sales orders.

Note: This button is enabled only when you select the corresponding cell at Manufacturing ➔ To be processed ➔ Back to back order, and Purchase ➔ To be processed ➔ Back to back order and display the overview by Order.

Change

Click this to change the delivery details of the corresponding order or request. For more information, see Changing delivery details of orders or requests.

Note: This is enabled only if a cell is selected. This button will be disabled if a service order is selected. However, if the selected cell contains service orders and other orders or requests, the button will be enabled but the service orders will not be updated. A description “Service orders will not be changed” will be displayed in the Change screen. This only applies if you have SE4510 – ESE Service Management in your license.

Export

Click this to export the overview to Microsoft Excel.

Note: This is enabled only if a cell is selected.

Close

Click this to exit.