Mass replanning

Use this function when you need to replan or adjust quantities for planned or firm orders in progress, or delete orders that Material Requirements Planning (MRP) has determined are no longer needed.

This function provides you with a view of work in progress events based on actual demand. Events can include internal and external orders such as supplier orders, work orders, subcontract orders, and transfers. If you need an overall view of all orders to delete, you can also display suggested orders that MRP has determined can be canceled.

You can filter for work in progress orders for a single site and filter for results from a range of values associated with products.

The Mass replanning workbench is an invaluable tool for material buyers and production planners.

Before you can use this function, the anticipated material requirements need to have been generated by an MRP processing run or from a Master Production Schedule (MPS). Refer to the MRP processing function documentation, which describes in detail when to run your planning, parameters that can affect the planning, and a definition of the requirements and resources managed by Sage X3.
Firm or planned orders, where MRP generated a No action replanning message, do not display in the list of orders to adjust.

Prerequisites

Refer to the documentation on Implementation.

Screen management

The Mass replanning function contains a home section in which you can select a site, then 2 selection tabs for you to select the types of order to replan and the action to perform on those order types. The orders in process results, including the MRP dates and quantities display in the WO to process results table.

Home section

The anticipated material requirements need to exist before you can replan. Refer to the MRP processing function documentation, which describes in detail when to run your planning, parameters that can affect the planning, and a definition of the requirements and resources managed by Sage X3.
Production site (STOFCY)
The site with work in progress orders to replan.

Tab Selection

Use this section to filter for work in progress orders. You can enter values to filter for or use the formula editor to filter for results from a calculation expression.

Product (ITMREFSTR / ITMREFEND)
Filter for results for products. For a single product code, select the same code in the from/start Product and to/end fields.
BPs (BPRNUMSTR / BPRNUMEND)
Filter for results for business partners (BPs). For a single business partner (customer / supplier), enter the same BP code in the from/start and to/end BPs fields.
End date (ENDDATSTR / ENDDATEND)

Filter for results within a range of requirement dates. For a single requirement date, enter the same date in the from/start and to/end End date fields.

Observe loading times.
Project (PJTSTR / PJTEND)

Filter for results for projects. For a single project, enter the same project code in the from/start and to/end Project fields.

If the value of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

To provide a quick and easy visual reference, the link to the project or project structure is distinguishable by the number of separator characters used. If there's no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code, the first code indicates that the link type is a task (the link is to the project operational structure). 2 separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).
Entry (VCRNUMSTR / VCRNUMEND)
Filter for results for document numbers. For a single document, enter the same document number in the from/start and to/end Entry fields.
Original document (VCRORISTR / VCRORIEND)
Filter for results for source documents. For a single source document, enter the same document reference in the from/start and to/end Original document fields.
Start date (STRDATSTR / STRDATEND)

Filter for results for production start dates. For a single production start date, enter the same date in the from/start and to/end Start date fields.

Observe loading times.
Formula (FORMULE)

Enter or build a calculation expression using the formula editor to further filter for work in progress orders at the site.

An error message is displayed if you refer to tables that are not generally used by the configurator, or to unknown variables.
Category (TCLCODSTR / TCLCODEND)
Filter for results for product categories. For a single product category, enter the same category in the from/start and to/end Category fields.
Group n (TSICODSTR / TSICODEND)
Filter for results for statistical groups. For a single statistical group, enter the same group code in the from/start and to/end Group n fields.

Tab Selection

Use this section to filter for specific order types at the selected site and the event to adjust. You might need to start production earlier than originally planned or increase ordered quantities. You use this section to further filter for the orders you need to adjust.

Order type

Order type

Select the checkbox for each type of order to replan. The WOS (not useful), POS (unnecessary), TRS (unnecessary), and EOS (unnecessary) checkboxes are selected by default. You can clear the defaults.

The 3-character code represents the type of order that's currently work in progress plus the current status of the order. The first 2 characters are the type of order and the third character is the order status. So WOS is a work order suggestion, WOP is a planned work order, and WOF is a firm work order.

Message

Message

The replanning action to filter for:

Advance: Start production at an earlier date.
Delay: Delay the production start date.
Increase: Increase the quantity.
Reduce: Reduce the quantity.
Cancel: Cancel the order.
Advance/Increase: Start production at an earlier date and increase the quantity.
Advance/Reduce: Start production at an earlier date and reduce the quantity.
Delay/Increase: Delay the production start date and increase the quantity.
Delay/Reduce: Delay the production start date and reduce the quantity.

WO to process results table

This table displays all orders in process for the selected order types and replanning messages. The status of each order is included.

You can edit the MRP quantity and MRP date fields directly in the table. The MRP message updates automatically based on the new value.

You can delete work order suggestion lines. You cannot edit them.
Order (WIPTYPSTA)

The order type that's currently work in progress plus the current status of the order.

The 3-character code represents the type of order that's currently work in progress plus the current status of the order. The first 2 characters are the type of order and the third character is the order status. So WOS is a work order suggestion, WOP is a planned work order, and WOF is a firm work order.

  • "In progress" events display a greater than ('>') character after the 3-character code.
    For example, a firm purchase order (POF) that has been partially received displays as POF>.
  • Intersite events display a tilde (~) symbol after the 3-character code.
Entry (VCRNUM)

The document type, the document number, and the document line number are used to identify the origin of the stock movement:

  • Supplier receipt
  • Customer delivery
  • Work order
  • Receipt movement
Site (STOFCY)
The site associated with the work in progress order.
Product (ITMREF)
The product code referenced on the document.
Start date (STRDAT)
The order date or planned production start date.
End date (ENDDAT)
The end or required completion date for the order. Where an order only has a single order date, this date is the same as the order date.
Remaining qty. (RMNEXTQTY)
The remaining or outstanding quantity needed to complete the order.
STK (STU)
The unit in which the product is stored.
Requirement date (REQDAT)
The requirement or demand date.
Original obj. (OBJDAT)
The date displayed in this field is initialized to the end date of the order when the order was created. You can use it to compare with the actual end date of the order when evaluating whether the order was completed early, as scheduled, or is late.
Early/Late (ELFLG)

The number of early or late days, as calculated from the initial objective date and the current date.

If the difference is positive, the order is early. If the difference is negative, the order is late.

Message (XMRPMES)
The generated replanning message, based on the requirement calculation.
MRP date (MRPDAT)
The end date of the order, as calculated during an analysis with replanning.
MRP quantity (MRPQTY)
The quantity as calculated during an analysis with replanning.
Planned quantity (EXTQTY)
The quantity of the product to be released, in the stock unit.
Allocated qty. (ALLQTY)
The quantity allocated to the order line.
Shortage (SHTQTY)
The shortage quantity. The quantity of stock that's needed when there's not enough stock to complete the order line.
Quantity assigned (MTOQTY)
The quantity linking the sales orders and the purchase orders or work orders.
Total completed qty. (CPLQTY)
The total completed quantity, including the rejected quantity, in the operation unit.
Product description (ITMDES1)

The description from the product record.

This description is transferred from the sales invoice to the purchase invoice in case of inter-company invoicing. When the invoice originates from a different document, the standard description is inherited from the source line.
Original site (ORIFCY)
The original order site.
Project (PJT)

The associated project code. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of the field includes a character such as an exclamation mark "!", this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

To provide a quick and easy visual reference, the link to the project or project structure is distinguishable by the number of separator characters used. If there's no separator, the link is made to the project. A single separator such as an exclamation mark after the project code (the first code) indicates that the link type is a task. The link is made to the project operational structure. 2 separators placed after the project code mean that the link corresponds to a budget code. The link is made to the project budget structure.
BP (BPRNUM)
The code of the business partner customer or supplier associated with the order.
Priority (PIO)
The delivery priority for the source document or order: Normal, Urgent, Very urgent.
Product source (FMI)

Indicates how the goods needed for the order line are managed.

Normal: As a normal order, from stock.

With a back-to-back order:

  • Direct back-to-back order: A purchase order is generated. The supplier delivers the product directly to the customer.
  • Receipt direct order: A purchase order is generated. The purchasing department receives the goods and delivers the product to the customer.
  • Work order: A work order is generated. The product is manufactured specifically for the customer. The customer code is copied to the work order release line.
Source type (VCRTYPORI)
The reason for the order.
Original document (VCRNUMORI)
The number of the source document or order.
Origin line (VCRLINORI)
The associated line on the source document or order.
Source seq. (VCRSEQORI)
The sequence number of the component in the source parent product.
Source product (ITMREFORI)
The original product code. This product code describes what's referred to as a "bill of material", a BOM. A BOM contains structured information for making and costing a product. It defines the components that make up a product, and given this, the cost of the product.
BOM code (BOMALT)
Multiple bills of material (BOMs) can be defined for a single product. Each BOM code can be assigned specific management features. For manufactured or subcontracted products, a BOM can be restricted to a site and to specific areas of functionality, such as for costing, or for capacity planning.
Operation (BOMOPE)
The production operation that's linked to the component.
Source (ORI)
The origin of the order.
Planner/Appro. (PLANNER2)
The operator in charge of performing the production planning or product ordering.
Buyer (BUY)
The operator responsible for reordering the product on the selected site.
Optimized (OPTFLG)
Indicates if the order has been optimized in the scheduling.
Net price (NETPRI)
The net price for the order.
Currency (CUR)
The currency of the order.
WO description (MFGDES)
The description of the transaction.
Popup view
Select Popup view from the Actions icon to view the event information using the standard screen display mode.
Planning workbench
Select Planning workbench from the Actions icon to view the projected stock movements for the product.
PR / PO
Select PR / PO from the Actions icon for a purchase order to view the purchase request or purchase order details. The transaction you select determines how you enter information, and how information is displayed and prints. If only one transaction has been set up you are not offered a choice, the default entry screen displays.
Stock
Select Stock from the Actions icon to view the inventory levels for the product at the site.
Management data
Select Management data from the Actions icon to view the management data and reorder rules for the product.
Component availability
Select Component availability from the Actions icon for a production order to display an overview of projected stock movements for the components of the selected parent product (BOM). You can then select Projected stock from the Actions icon on a component line to view the projected stock movements for the component at one or all sites.
Component availability by date

Select Component availability by date from the Actions icon for a production order to display an overview of projected stock movements for the components of the selected parent product (BOM). If there's a gap between available to promise stock and required stock, the system suggests the first date of availability of the component. The following actions are available from the Actions icon on the component lines:
Flag the order as "useless"
Select Flag the order as "useless" from the Actions icon to indicate that the order is unnecessary and no longer needed. The replanning message changes to Cancel.
Work orders
Select Work orders from the Actions icon for a production order to view the work order details. The transaction you select determines how you enter information, and how information is displayed and prints. If only one transaction has been set up you are not offered a choice, the default entry screen displays.
Subcontract order
Select Subcontract order from the Actions icon for a subcontract order to view the subcontract order details. The transaction you select determines how you enter information, and how information is displayed and prints. If only one transaction has been set up you are not offered a choice, the default entry screen displays.

Batch task

You can run this function in batch mode, but no dedicated standard task is delivered to run it.

Error messages

The only error messages are the generic ones.

Tables used

Refer to the documentation on Implementation.