Use this function as a decision-support tool. It provides you with a view of projected stock movement events based on actual demand. Events can include internal and external orders (customer orders, supplier orders, subcontract orders, transfer orders, work orders), requests, transfers, material requirements and project demand. You produce the projections by site, and by product over a given period.

You can can progress selected events directly from the workbench.

The product Planning workbench is an invaluable tool for material buyers and production planners.

This function is related to the Grouping workbench (FUNMPICKA). You can access it from the Enterprise planning workbench (FUNGBENCHA).

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

This function is customized to the needs of your organization and your processes. The transaction you select determines the way in which you enter information, and how information is displayed and printed.

If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.

Entry screen

Filters

Use this section to filter or select events associated with a product:

  • Site: This field defaults to the production site associated with your user code. Entry of a site code is optional.
  • User: This field defaults to your user code. Selecting a product not directly managed by you is linked to the GPLNFLT - Planner/buyer filter parameter (STO chapter, SCH group).
  • End date: The default requirement End date is obtained from the GPLNHOR - Default planning horizon parameter (STO chapter, SCH group). You can modify it.

You can use the Criteria action to enhance the selection criteria applied.

Projected stock results table

The columns displayed in the Projected stock results table, and the order in which they are displayed is determined by the selected entry transaction.

For suggestions in the results table generated for purchase order suggestions and subcontract order suggestions by an MRP processing run (FUNMRP/FUNMRPG), MRP will have used a product-supplier selection hierarchy to determine the preferred (default) supplier by site. This default supplier will be populated to the Plan/Order screen when creating a purchase request or firm order for the suggestion, but can be changed manually. Where MRP failed to nominate a supplier you must select the supplier manually.

When selecting a supplier manually by clicking either the selection icon, or the Actions icon in the Supplier field (BPSNUM) of the Plan/Order screen:

  • If the ITMBPSFCY - Supplier-site referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product-site record that are not currently "blocked".
    A Product-site suppliers action is available from the Actions icon; the
    Product suppliers action is not available for selection.
  • If the ITMBPS - Supplier referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product record that are not currently "blocked".
  • If both ITMBPSFCY and ITMBPS are set to Optional or Not used, you can select from the complete list of suppliers in the Suppliers table (BPSUPPLIER).

Before you can transfer a purchase order suggestion to a firm purchase order you must allocate a supplier manually if the MRP processing

Processing events (in summary)

The type of order determines the options available from the Actions icon.

Requirement-type (demand) orders: Sales order (SO), Transfer request (TP), Material in work order (MW), Subcontract service (SC), or Material subcontracting (MS).

The last modified or created order line is highlighted in the table.

Order type

Actions

Description of the suggested action

Resulting order

All types
First 2 characters = order type;
3rd character = order status (S (Suggested), P (Planned) or F (Firm))

Modify

Modify the suggestion, request, order.

No change to order type:
xxS remains as xxS
xxP remains as xxP
xxF remains as xxF

Supplier order

Request

Coverage of a requirement with a purchase request.

POP

Purchase order planned (or purchase request)

Supplier order

Order

Coverage of a requirement with a firm purchase order via a contract or not.

POF

Supplier order

Transfer

Coverage of a requirement with a planned or firm transfer request.

TRP
TRF

Work order

Chart

Coverage of a requirement with a planned production (work) order.

(If the user is only authorized by the transaction to handle planned orders.)

WOP

Work order

Release

Coverage of a requirement with a firm work order.

(If the user is only authorized by the transaction to handle planned orders.)

WOF

Work order

Plan release

Coverage of the requirement with a planned or firm work order.

(If the user is authorized by the transaction to handle planned and firm orders.)

WOP
WOF

Subcontracted

Chart

Coverage of a requirement with a planned subcontract order.

Coverage of a requirement with a planned subcontracted service.

(If the user is only authorized by the transaction to handle planned orders.)

EOP



SCP

Subcontracted

Release

Coverage of a requirement with a firm subcontract order.

Coverage of a requirement with a firm subcontracted service.

(If the user is only authorized by the transaction to handle planned orders.)

EOF


SCF

Subcontracted

Plan release

Coverage of a requirement with a planned or firm subcontract order.

Coverage of a requirement with a planned or firm subcontracted service.

(If the user is authorized by the transaction to handle planned and firm orders.)

EOP
EOF


SCP
SCF

Actioning Purchase orders



You can modify the requested receipt date as well as the quantity.

The main supplier is proposed by default, but you can modify the supplier. For suggestions in the results table generated for purchase order suggestions by an MRP processing run (FUNMRP/FUNMRPG), MRP will have used a product-supplier selection hierarchy to determine the preferred (default) supplier by site. You can change this default supplier manually. Where MRP failed to nominate a supplier you must select the supplier manually.

When selecting a supplier manually by clicking either the selection icon, or the Actions icon in the Supplier field (BPSNUM):

  • If the ITMBPSFCY - Supplier-site referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product-site record that are not currently "blocked".
    A Product-site suppliers action is available from the Actions icon; the
    Product suppliers action is not available for selection.
  • If the ITMBPS - Supplier referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product record that are not currently "blocked".
  • If both ITMBPSFCY and ITMBPS are set to Optional or Not used, you can select from the complete list of suppliers in the Suppliers table (BPSUPPLIER).

Before you can transfer a purchase order suggestion to a firm purchase order you must allocate a supplier manually if the MRP processing

If there are order contracts for this product, the list of these contracts is displayed. You must select a contract to place an order using an order contract.

If a signature circuit has been set up, the signature circuit is applied when you work on a purchase order. When viewing a specific order, click Signers to view signature details.

Actioning Sales orders



The main supplier is proposed by default, but you can modify the supplier.

If there are order contracts for this product, the list of these contracts is displayed. You must select a contract to place an order using an order contract.

Sales order and material task quantities are always balanced for a project requirement. A sales order raised for a project material task decreases the project material task quantity; a sales order linked post creation of the project material task also decreases the material task quantity and increases the sales order quantity when the sales order is saved.

If a global or detailed allocation already exists on a sales order line when the line is linked to a project (Project

Actioning Work orders



An entry transaction defined specifically for automatic generation (Transaction reserved for automatic generation field is selected) must be specified in the MFGMTSNUM - Automatic WO transaction parameter (STO chapter, MIS group).

Order release (via the Initiate then the Release actions) in this function uses the entry transaction defined for the automatic order generation (Transaction reserved for the automatic generation selected) specified in the MFGMTSNUM - Automatic WO transaction parameter (STO chapter, MIS group). The scheduling mode corresponds to the mode defined in the automatic release transaction and cannot be modified.