Requirements parameters

Use this field to define the storage site (warehouse).

The site defined on the user record is displayed by default but can be amended.

This field is used in conjunction with the BOM code field. Use this field to define which type of BOM code (Manufacturing or Subcontract) will be defined in the BOM code field.

Use this field to define the BOM code that is to be used in the Material Requirements Planning (MRP) and the Master Production Schedule (MPS) calculations.

A weekly structure is a set of 7 values, each specifying the hourly capacity of a day in the week.
The weekly structure is used in the calendar management.

Calendars are used for calculating the capacity of a work center.
A calendar can be common to multiple work centers or specific to an individual work centre. It is made up of a succession of periods linked to weekly schedules.

Specify the duration of the replanning analysis period (in weeks). This period starts beyond the firm horizon, provided it has been defined for the product.

Use this field to define the duration of the load calculation (in weeks), if permitted for the defined BOM code.

Use this field to define the type of manufacturing lead time to be used by the calculations:

• Routing/product lead times. Lead times calculated from the production routing, and from the calendars associated with work centers for the work orders in the charge calculation period and beyond product lead times.
• Always routing lead times. Lead times calculated from the operation routing for all suggested work orders.

 Lead time calculation from routings significantly increases the processing time.

 When a routing is not associated with a product, the default data is obtained from the product-site record for all suggested work orders.

Select this check box to activate overstock analysis. The suggestion considers the maximum stock at period end.

Select this check box to print a report of the MRP or MPS calculations at the end of the processing run.

Select this check box if all MRP and MPS managed products should be included in the planning calculations.

Select this check box if the work order suggestions / purchase order suggestions (WOS / POS) calculation is only to be performed on the items selected according to the MRP and MPS parameters (MRP, MPS and MRP + MPS products).
Material in work order suggestions (MWS) inherited from a different requirement calculation (an MPS calculation towards an MRP calculation and vice versa) and triggered by a WOS on parent products excluded from the current items, are excluded from the current calculations.

Leave this check box clear to ensure ascending compatibility between previous versions of the requirement calculations. The WOS / POS suggestions calculation is carried out on all products at the site. Only the WOS / MWS results relating to the selected product group are then specified in the ORDERS - WIP table. All MWS are considered as requirements for the current calculation, regardless of their origin (either MRP or MPS).

The requirement calculation groups requirements by period and generates purchase or production suggestions for each requirement.

Material Requirements Planning (MRP) calculation periods are known as "buckets". Buckets can be defined in days, weeks and months. The grouping matches the division of the proposals from the calculation.

It is possible to perform a requirement calculation with one or many period types (but always in the following order: days, weeks, months).

The division into periods can be performed over a horizon of 2000 days (just over 5 years), and for a maximum of 1000 periods.

Depending on the calculation start date, the number of periods will automatically be adjusted so that "week" type periods start on the first day of the week and "month" type periods cover an entire month with a possible week's overlap.

For example, a grouping of 30 days / 4 weeks / 12 months will be expressed as:

• A grouping in days during the first 30 days;
• A grouping by week after the first 30 days and for the following 4 weeks;
• A grouping in months after the 30 days and 4 weeks for the following 12 months.
  
  

Select this check box to adjust the schedule automatically to conform to the following rules:

• A week starts with the first working day: Monday in Europe (defined by the FIRWRKDAY - First work day of week parameter (STO chapter, SCH group)).
• A month starts on the first day of the month.

The following rules are applied:

• If a number of days and a number of weeks are defined, the number of days will be increased so the first week starts on a Monday (according to the FIRWRKDAY - First work day of week parameter).
• If a number of weeks and a number of months are defined, the number of weeks will be increased so the last month is complete.
• If a number of days, a number of weeks and a number of months are defined, the first two rules are applied sequentially.

For example:

• If the "days" period ends in the middle of the week, the system will add as many days as required so the next period starts on the first working day of the week.
• If the "weeks" period does not end at the end of the month, the system will add as many weeks and days as required so the next period can start on the first day of the following month.
  
  

Use this parameter for a specific processing script. This parameter is not used by Sage X3.

The MRP or MPS process is based on the start stock quantity, requests (demand) and resources (replenishments). It determines the reorder suggestions required for each product.

Start stock specifies the stock type on which the calculations are based.

Select this check box if physical stock must be included in the calculated start stock quantity. Allocated stock will be deducted from the start stock.

Use this field to control how uninspected items (stock at Q status), that is those items that have not yet been through quality control, are to be used in the calculation of available stock.

• No. Uninspected stock must not be included in the initial stock quantity.
• Yes in starting stock. Uninspected stock must be included in the initial stock quantity.
• Yes at date end control. Uninspected stock must be included in the available stock quantity from the date it passes quality control.
  
  

Select this check box if the planning calculations should include rejected stock in the initial stock quantity (stock at R status).

Select this check box if the planning calculations should include transfer stock (stock being transferred to a different site) in the initial stock quantity.

 Sage advises that you leave this check box clear. Selecting this check box can significantly affect the time it takes to run the MRP calculations.

 Leave this check box clear if your intersite transfers are managed using a continuous workflow (process).

If a direct delivery at one site without an initial purchase order on the other sitedoes not create an intersite transfer receipt simultaneously on the second site, select this check box. That is, you should include transfer stock if the receipt at the second site (the intersite "transferred to" site) is generated independently.

 A purchase order (TRF) that exists on the requester site will cover all

Select this check box if the planning calculations should include the eventual stock of phantom subgroups in the initial stock quantity.

 This parameter is only active if you select the MPS and MRP products

Select the check box to specify if the associated requirement (demand) is to be included in the MRP or MPS calculations.

You can include demand from the forecasts you have entered, sales and intersite orders.

Select this check box if the planning calculations should decrease quantities related to suspended transactions from the available stock quantity.

Select this check box if any sales forecast adjustments must be within the demand horizon. This only concerns products for which a request horizon has been defined at the site level.

The adjustment for the planning calculations is based on the following principle:

• Within the demand horizon, forecasts are ignored.
• Beyond the demand horizon, the maximum anticipated quantity is considered. This equates to the difference between actual orders (from planned and firm sales orders (SOP / SOF)) and the forecast quantities (from sales order suggestions (SOS)).

Select the check box to specify if the associated resource (order type) is to be included in the MRP or MPS calculations as a replenishment.

You can include incoming stock from purchase orders, work orders, intersite (transfer), subcontract orders, and project tasks.

Select this check box if the planning calculations should ignore safety (security) stock, regardless of the parameter defined in the reorder strategy.

Select this check box if the planning calculations should ignore the coverage duration for all processed products.

Select this check box if, for the products managed with coverage, the planning calculations should take replenishments (resources) into account in the coverage horizon.

Select this check box if the planning calculations should ignore the loss (scrap) percentage on a component line of a bill of materials (BOM).

Select this check box if the planning calculations should ignore the firm horizon when creating replenishment suggestions.

Use this field to define how the MRP or MPS calculations should handle safety stock.

• Always. The calculations must always suggest a replenishment once the projected stock is less than the safety stock.
• At first requirement. The calculations must wait for the first requirement to suggest a replenishment, taking into account the safety stock.
   

Select the check box to specify if the associated resource (order type) can be generated to cover demand or replenish stock.

You can select to generate all types of order "suggestions" (work orders (WOS), purchase orders (POS), intersite replenishments (TRS), and subcontract orders (EOS).

This field displays the date the MRP calculations / MPS calculations were last run.

This field displays the length of time (in minutes) it took to complete the last MRP calculation / MPS calculation run.

This field displays the type of resource that can be replanned.

The first two characters = the order type; the third character (P (Planned) or F (Firm)) = the status of the order. For example, POP = Purchase order Planned, WOF = Work order Firm.

Replanning determines the consistency of the planning (within a replanning lead time) for each resource with the requests and suggestions, and optimizes the resource with respect to the requirements.

For each type of resource that can be replanned, use this field to define the replanning mode:

• No processing. The processing will not analyze the resource consistency.
• Messages only. Continue the calculation with the previous dates and quantities. This value will display a message confirming if the resource is not required ("Useless"), if it must be moved and/or if the quantity needs adjusting.
• Simulation. Continue the calculation with the replanning dates and quantities. This value means that a replanning message will be submitted if necessary, but also that the processing will simulate its recommendations by date and quantity for the resources concerned.

If the selected replanning mode is Messages only or Simulation, at least one lead time must be entered.

Use this field to define the earliest time (in calendar days) within which resources can be replanned.

The replanning uses this lead time to propose the coverage of a requirement to meet demand.

Use this field to define the latest time (in calendar days) within which resources can be replanned.

The replanning uses this lead time to propose the coverage of a requirement to meet demand.

Use this field to define which type of replanning must be carried out for quantities (advance, delay).

Use this field to define which type of replanning must be carried out for dates (advance, delay).

Use this check box to define the replanning behavior when a resource is sufficient to cover the requirements:

• Reordering in net quantity:

If the reduction is not authorized, replanning does not suggest modifying the resource quantity.

If the reduction is authorized, replanning suggests reducing the resource quantity up to the requirement.

• Minimum reordering quantity (economic lot):

If the reduction is not authorized, replanning does not suggest modifying the resource quantity.

If the reduction is authorized:

If the resource quantity is less than the batch/lot, replanning does not suggest modifying the resource quantity.

If the resource quantity is greater than the batch/lot, replanning suggests the quantity is either the requirement or the economic lot, whichever is the greater value.

Use this field to control the replanning of work in progress orders:

• No. Always replan work in progress orders.
• Always. Never replan work in progress orders.
• According to product. Replanning is determined by what is defined for the Protection in process (replan) check box (WIPPRO) on the product-site record:
• If this check box is clear, work in progress orders are replanned.
• For those products that have this check box selected, work in progress orders are never replanned.

A work order is defined as "in progress" if at least one production tracking record exists; a subcontract order is defined as "in progress" as soon as it is ordered; a purchase order is defined as "in progress" if it is partially received.

Select this check box if the reorder strategy for "net quantity" type is to be ignored. Resources are replanned with reference to the requirements included in the calculations.

Leave this check box clear if resources are only replanned with reference to the first (chronological) requirement included in the calculations.

Select this check box to replan material requirements created for a work order if the work order is replanned.

Leave this check box clear if the original material requirements created for a work order are to be retained.

This field is used in conjunction with the BOM code field. Use this field to define which type of BOM code (Manufacturing or Subcontract) will be defined in the BOM code field.

Use this field to define the BOM code that is to be used in the Material Requirements Planning (MRP) and the Master Production Schedule (MPS) calculations.

A weekly structure is a set of 7 values, each specifying the hourly capacity of a day in the week.
The weekly structure is used in the calendar management.

Calendars are used for calculating the capacity of a work center.
A calendar can be common to multiple work centers or specific to an individual work centre. It is made up of a succession of periods linked to weekly schedules.

Specify the duration of the replanning analysis period (in weeks). This period starts beyond the firm horizon, provided it has been defined for the product.

Use this field to define the duration of the load calculation (in weeks), if permitted for the defined BOM code.

Use this field to define the type of manufacturing lead time to be used by the calculations:

• Routing/product lead times. Lead times calculated from the production routing, and from the calendars associated with work centers for the work orders in the charge calculation period and beyond product lead times.
• Always routing lead times. Lead times calculated from the operation routing for all suggested work orders.

 Lead time calculation from routings significantly increases the processing time.

 When a routing is not associated with a product, the default data is obtained from the product-site record for all suggested work orders.

Select this check box to activate overstock analysis. The suggestion considers the maximum stock at period end.

Select this check box to print a report of the MRP or MPS calculations at the end of the processing run.

Select this check box if all MRP and MPS managed products should be included in the planning calculations.

Select this check box if the work order suggestions / purchase order suggestions (WOS / POS) calculation is only to be performed on the items selected according to the MRP and MPS parameters (MRP, MPS and MRP + MPS products).
Material in work order suggestions (MWS) inherited from a different requirement calculation (an MPS calculation towards an MRP calculation and vice versa) and triggered by a WOS on parent products excluded from the current items, are excluded from the current calculations.

Leave this check box clear to ensure ascending compatibility between previous versions of the requirement calculations. The WOS / POS suggestions calculation is carried out on all products at the site. Only the WOS / MWS results relating to the selected product group are then specified in the ORDERS - WIP table. All MWS are considered as requirements for the current calculation, regardless of their origin (either MRP or MPS).

The requirement calculation groups requirements by period and generates purchase or production suggestions for each requirement.

Material Requirements Planning (MRP) calculation periods are known as "buckets". Buckets can be defined in days, weeks and months. The grouping matches the division of the proposals from the calculation.

It is possible to perform a requirement calculation with one or many period types (but always in the following order: days, weeks, months).

The division into periods can be performed over a horizon of 2000 days (just over 5 years), and for a maximum of 1000 periods.

Depending on the calculation start date, the number of periods will automatically be adjusted so that "week" type periods start on the first day of the week and "month" type periods cover an entire month with a possible week's overlap.

For example, a grouping of 30 days / 4 weeks / 12 months will be expressed as:

• A grouping in days during the first 30 days;
• A grouping by week after the first 30 days and for the following 4 weeks;
• A grouping in months after the 30 days and 4 weeks for the following 12 months.
  
  

Select this check box to adjust the schedule automatically to conform to the following rules:

• A week starts with the first working day: Monday in Europe (defined by the FIRWRKDAY - First work day of week parameter (STO chapter, SCH group)).
• A month starts on the first day of the month.

The following rules are applied:

• If a number of days and a number of weeks are defined, the number of days will be increased so the first week starts on a Monday (according to the FIRWRKDAY - First work day of week parameter).
• If a number of weeks and a number of months are defined, the number of weeks will be increased so the last month is complete.
• If a number of days, a number of weeks and a number of months are defined, the first two rules are applied sequentially.

For example:

• If the "days" period ends in the middle of the week, the system will add as many days as required so the next period starts on the first working day of the week.
• If the "weeks" period does not end at the end of the month, the system will add as many weeks and days as required so the next period can start on the first day of the following month.
  
  

Use this parameter for a specific processing script. This parameter is not used by Sage X3.

The MRP or MPS process is based on the start stock quantity, requests (demand) and resources (replenishments). It determines the reorder suggestions required for each product.

Start stock specifies the stock type on which the calculations are based.

Select this check box if physical stock must be included in the calculated start stock quantity. Allocated stock will be deducted from the start stock.

Use this field to control how uninspected items (stock at Q status), that is those items that have not yet been through quality control, are to be used in the calculation of available stock.

• No. Uninspected stock must not be included in the initial stock quantity.
• Yes in starting stock. Uninspected stock must be included in the initial stock quantity.
• Yes at date end control. Uninspected stock must be included in the available stock quantity from the date it passes quality control.
  
  

Select this check box if the planning calculations should include rejected stock in the initial stock quantity (stock at R status).

Select this check box if the planning calculations should include transfer stock (stock being transferred to a different site) in the initial stock quantity.

 Sage advises that you leave this check box clear. Selecting this check box can significantly affect the time it takes to run the MRP calculations.

 Leave this check box clear if your intersite transfers are managed using a continuous workflow (process).

If a direct delivery at one site without an initial purchase order on the other sitedoes not create an intersite transfer receipt simultaneously on the second site, select this check box. That is, you should include transfer stock if the receipt at the second site (the intersite "transferred to" site) is generated independently.

 A purchase order (TRF) that exists on the requester site will cover all

Select this check box if the planning calculations should include the eventual stock of phantom subgroups in the initial stock quantity.

 This parameter is only active if you select the MPS and MRP products

Select the check box to specify if the associated requirement (demand) is to be included in the MRP or MPS calculations.

You can include demand from the forecasts you have entered, sales and intersite orders.

Select this check box if the planning calculations should decrease quantities related to suspended transactions from the available stock quantity.

Select this check box if any sales forecast adjustments must be within the demand horizon. This only concerns products for which a request horizon has been defined at the site level.

The adjustment for the planning calculations is based on the following principle:

• Within the demand horizon, forecasts are ignored.
• Beyond the demand horizon, the maximum anticipated quantity is considered. This equates to the difference between actual orders (from planned and firm sales orders (SOP / SOF)) and the forecast quantities (from sales order suggestions (SOS)).

Select the check box to specify if the associated resource (order type) is to be included in the MRP or MPS calculations as a replenishment.

You can include incoming stock from purchase orders, work orders, intersite (transfer), subcontract orders, and project tasks.

Select this check box if the planning calculations should ignore safety (security) stock, regardless of the parameter defined in the reorder strategy.

Select this check box if the planning calculations should ignore the coverage duration for all processed products.

Select this check box if, for the products managed with coverage, the planning calculations should take replenishments (resources) into account in the coverage horizon.

Select this check box if the planning calculations should ignore the loss (scrap) percentage on a component line of a bill of materials (BOM).

Select this check box if the planning calculations should ignore the firm horizon when creating replenishment suggestions.

Use this field to define how the MRP or MPS calculations should handle safety stock.

• Always. The calculations must always suggest a replenishment once the projected stock is less than the safety stock.
• At first requirement. The calculations must wait for the first requirement to suggest a replenishment, taking into account the safety stock.
   

Select the check box to specify if the associated resource (order type) can be generated to cover demand or replenish stock.

You can select to generate all types of order "suggestions" (work orders (WOS), purchase orders (POS), intersite replenishments (TRS), and subcontract orders (EOS).

This field displays the date the MRP calculations / MPS calculations were last run.

This field displays the length of time (in minutes) it took to complete the last MRP calculation / MPS calculation run.

This field displays the type of resource that can be replanned.

The first two characters = the order type; the third character (P (Planned) or F (Firm)) = the status of the order. For example, POP = Purchase order Planned, WOF = Work order Firm.

Replanning determines the consistency of the planning (within a replanning lead time) for each resource with the requests and suggestions, and optimizes the resource with respect to the requirements.

For each type of resource that can be replanned, use this field to define the replanning mode:

• No processing. The processing will not analyze the resource consistency.
• Messages only. Continue the calculation with the previous dates and quantities. This value will display a message confirming if the resource is not required ("Useless"), if it must be moved and/or if the quantity needs adjusting.
• Simulation. Continue the calculation with the replanning dates and quantities. This value means that a replanning message will be submitted if necessary, but also that the processing will simulate its recommendations by date and quantity for the resources concerned.

If the selected replanning mode is Messages only or Simulation, at least one lead time must be entered.

Use this field to define the earliest time (in calendar days) within which resources can be replanned.

The replanning uses this lead time to propose the coverage of a requirement to meet demand.

Use this field to define the latest time (in calendar days) within which resources can be replanned.

The replanning uses this lead time to propose the coverage of a requirement to meet demand.

Use this field to define which type of replanning must be carried out for quantities (advance, delay).

Use this field to define which type of replanning must be carried out for dates (advance, delay).

Use this check box to define the replanning behavior when a resource is sufficient to cover the requirements:

• Reordering in net quantity:

If the reduction is not authorized, replanning does not suggest modifying the resource quantity.

If the reduction is authorized, replanning suggests reducing the resource quantity up to the requirement.

• Minimum reordering quantity (economic lot):

If the reduction is not authorized, replanning does not suggest modifying the resource quantity.

If the reduction is authorized:

If the resource quantity is less than the batch/lot, replanning does not suggest modifying the resource quantity.

If the resource quantity is greater than the batch/lot, replanning suggests the quantity is either the requirement or the economic lot, whichever is the greater value.

Use this field to control the replanning of work in progress orders:

• No. Always replan work in progress orders.
• Always. Never replan work in progress orders.
• According to product. Replanning is determined by what is defined for the Protection in process (replan) check box (WIPPRO) on the product-site record:
• If this check box is clear, work in progress orders are replanned.
• For those products that have this check box selected, work in progress orders are never replanned.

A work order is defined as "in progress" if at least one production tracking record exists; a subcontract order is defined as "in progress" as soon as it is ordered; a purchase order is defined as "in progress" if it is partially received.

Select this check box if the reorder strategy for "net quantity" type is to be ignored. Resources are replanned with reference to the requirements included in the calculations.

Leave this check box clear if resources are only replanned with reference to the first (chronological) requirement included in the calculations.

Select this check box to replan material requirements created for a work order if the work order is replanned.

Leave this check box clear if the original material requirements created for a work order are to be retained.