Requirements parameters

The storage site (warehouse).

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

The type of BOM code (Manufacturing or Subcontract) that is defined in the BOM code field.

The BOM code to use in the Material Requirements Planning (MRP) 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 center. It’s made up of a succession of periods linked to weekly schedules.

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

The duration of the load calculation, in weeks, if permitted for the defined BOM code.

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.

Activates overstock analysis. The suggestion considers the maximum stock at period end.

Prints a report of the MRP calculations at the end of the processing run.

Checkbox to include all MRP and MPS managed products in the planning calculations.

Indicates 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 checkbox 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, in weeks, and in months. The grouping matches the division of the proposals from the calculation.

It’s possible to perform a requirement calculation with 1 or many period types.

The division into periods can be performed over a horizon of 2,000 days, just over 5 years, and for a maximum of 1,000 periods.

Depending on the calculation start date, the number of periods is adjusted automatically so that "week" type periods start on the first day of the week, as defined by the FIRWRKDAY—First work day of week parameter (STO chapter, SCH group) and "month" type periods cover an entire month with a possible week's overlap. The calculation order is always days, then weeks, then months.

If your item-site records do not use coverage, you can set up buckets without restrictions. You can have buckets in days, in weeks, and in months, and mix the buckets.

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

Adjusts the schedule automatically to conform to the following rules:

• A week starts with the first working day: Monday in Europe, as 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 is increased so that 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 is 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 2 rules are applied sequentially.

For example:

• If the "days" period ends in the middle of the week, the system adds as many days as needed so that 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 adds as many weeks and days as needed so that 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 process is based on the starting stock quantity, requests (demand), and resources (replenishments). It determines the reorder suggestions required for each product.

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

Select to include physical stock in the calculated starting stock quantity. Allocated stock is deducted from the starting stock.

Controls how uninspected products are used in the calculation of available stock. These are products at Q status that have not yet been through quality control

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

Indicates if the planning calculations need to include rejected stock in the initial stock quantity. These are products at R status.

Indicates if the planning calculations need to include transfer stock (stock being transferred to a different site) in the initial stock quantity.

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

Indicates if the planning calculations need to include the eventual stock of phantom subgroups in the initial stock quantity.

Indicates if the MRP calculations need to include the associated requirement (demand).

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

Indicates if the planning calculations need to decrease quantities related to suspended transactions from the available stock quantity.

Indicates if any sales forecast adjustments need to be within the demand horizon. This only concerns products that have a request horizon 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)).

Indicates if the MRP calculations need to include the associated resource (order type) as a replenishment.

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

Indicates if the planning calculations need to ignore safety (security) stock, regardless of the parameter defined in the reorder strategy.

Indicates if the planning calculations need to ignore the coverage duration for all processed products.

For the products managed with coverage, this checkbox indicates if the planning calculations need to take replenishments (resources) into account in the coverage horizon.

Indicates if the planning calculations need to ignore the loss (scrap) percentage on a component line of a bill of material (BOM).

Indicates if the planning calculations need to ignore the firm horizon when creating replenishment suggestions.

Defines how the MRP calculations need to handle safety stock.

• Always: The calculations always suggest a replenishment when the projected stock is less than the safety stock.

• At first requirement: The calculations need to wait for the first requirement to suggest a replenishment, taking into account the safety stock.

  This value is ignored for products managed with dynamic safety stock.

Indicates 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).

The last MRP calculation run date.

The length of time in minutes it took to complete the last MRP calculation run.

The type of resource that can be replanned.

The first 2 characters = the order type and 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.

Defines the replanning mode for each type of resource that can be replanned:

• 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 needs to 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 1 lead time needs to be entered.

The earliest time in calendar days for replanning resources.

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

The latest time in calendar days for replanning resources.

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

Defines the type of replanning that needs to be carried out for quantities (advance, delay).

Defines the type of replanning that needs to be carried out for dates (advance, delay).

Indicates 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.

Controls 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's defined for the Protection in process (replan) checkbox (WIPPRO) on the product-site record:

  • If the checkbox is clear, work in progress orders are replanned.
  • For products with the checkbox selected, work in progress orders are never replanned.

A work order is defined as "in progress" if at least 1 production tracking record exists.
A subcontract order is defined as "in progress" as soon as it's ordered.
A purchase order is defined as "in progress" if it's partially received.

Ignore the reorder strategy for the "net quantity" type. Resources are replanned with reference to the requirements included in the calculations.

Leave this checkbox clear if resources are only replanned with reference to the first chronological requirement included in the calculations.

Replan material requirements created for a work order if the work order is replanned.

Leave this checkbox clear to retain the original material requirements created for a work order.

The type of BOM code (Manufacturing or Subcontract) that is defined in the BOM code field.

The BOM code to use in 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 center. It’s made up of a succession of periods linked to weekly schedules.

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

The duration of the load calculation, in weeks, if permitted for the defined BOM code.

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.

Activates overstock analysis. The suggestion considers the maximum stock at period end.

Prints a report of the MPS calculations at the end of the processing run.

Checkbox to include all MRP and MPS managed products in the planning calculations.

Indicates 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 checkbox 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.

Master Production Schedule (MPS) 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’s possible to perform a requirement calculation with 1 or many period types (but always in the following order: days, weeks, months).

The division into periods can be performed over a horizon of 2,000 days, just over 5 years and for a maximum of 1,000 periods.

Depending on the calculation start date, the number of periods is adjusted automatically 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.
  
  

Adjusts the schedule automatically to conform to the following rules:

• A week starts with the first working day: Monday in Europe, as 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 is increased so that 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 is 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 2 rules are applied sequentially.

For example:

• If the "days" period ends in the middle of the week, the system adds as many days as needed so that 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 adds as many weeks and days as needed so that 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 MPS process is based on the starting stock quantity, requests (demand), and resources (replenishments). It determines the reorder suggestions required for each product.

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

Select to include physical stock in the calculated starting stock quantity. Allocated stock is deducted from the starting stock.

Controls how uninspected products are used in the calculation of available stock. These are products at Q status that have not yet been through quality control

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

Indicates if the planning calculations need to include rejected stock in the initial stock quantity. These are products at R status.

Indicates if the planning calculations need to include transfer stock (stock being transferred to a different site) in the initial stock quantity.

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

Indicates if the planning calculations need to include the eventual stock of phantom subgroups in the initial stock quantity.

Indicates if the MPS calculations need to include the associated requirement (demand).

You can include demand from forecasts, sales, and intersite orders.

Indicates if the planning calculations need to decrease quantities related to suspended transactions from the available stock quantity.

Indicates if any sales forecast adjustments need to be within the demand horizon. This only concerns products that have a request horizon 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)).

Indicates if the MPS calculations need to include the associated resource (order type) as a replenishment.

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

Indicates if the planning calculations need to ignore safety (security) stock, regardless of the parameter defined in the reorder strategy.

Indicates if the planning calculations need to ignore the coverage duration for all processed products.

For the products managed with coverage, this checkbox indicates if the planning calculations need to take replenishments (resources) into account in the coverage horizon.

Indicates if the planning calculations need to ignore the loss (scrap) percentage on a component line of a bill of material (BOM).

Indicates if the planning calculations need to ignore the firm horizon when creating replenishment suggestions.

Defines how the MPS calculations need to handle safety stock.

• Always: The calculations always suggest a replenishment when the projected stock is less than the safety stock.

• At first requirement: The calculations need to wait for the first requirement to suggest a replenishment, taking into account the safety stock.

  This value is ignored for products managed with dynamic safety stock.

Indicates 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).

The last MPS calculation run date.

The length of time in minutes it took to complete the last MPS calculation run.

The type of resource that can be replanned.

The first 2 characters = the order type and 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.

Defines the replanning mode for each type of resource that can be replanned:

• 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 needs to 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 1 lead time needs to be entered.

The earliest time in calendar days for replanning resources.

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

The latest time in calendar days for replanning resources.

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

Defines the type of replanning that needs to be carried out for quantities (advance, delay).

Defines the type of replanning that needs to be carried out for dates (advance, delay).

Indicates 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.

Controls 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's defined for the Protection in process (replan) checkbox (WIPPRO) on the product-site record:

  • If the checkbox is clear, work in progress orders are replanned.
  • For products with the checkbox selected, work in progress orders are never replanned.

A work order is defined as "in progress" if at least 1 production tracking record exists.
A subcontract order is defined as "in progress" as soon as it's ordered.
A purchase order is defined as "in progress" if it's partially received.

Ignore the reorder strategy for the "net quantity" type. Resources are replanned with reference to the requirements included in the calculations.

Leave this checkbox clear if resources are only replanned with reference to the first chronological requirement included in the calculations.

Replan material requirements created for a work order if the work order is replanned.

Leave this checkbox clear to retain the original material requirements created for a work order.