ManEx KB

1. Fields & Definitions for MRP

1.1. MRP Action Tab

MRP Actions: displays the results of a find and allows further item sorting and selection

Definition of Material Requirements Planning Action Fields:

MRP Date	This is the date and time for the last material Requirements Planning run.
	See Article #4765 for further detail on how to Use the X-Reference Find
	The "Last MRP Run" button located in RED at the top of the screen will be displayed in a larger font if MRP run failed due to an AVL issue and there will be brief comment explaining what issues the MRP run encountered. This will allow any user that might not have seen the xls spreadsheet to be aware of what had taken place on the last attempt to run MRP. For further detail see Article #729.

Sorting, Searching and Selecting in the MRP Action Screen

The user may sort by the Part Number, Class or Description by depressing the appropriate button.

To sort the contents of the Summary screen by Part Number, Part Class or Description, click the button. It will turn red and the list will automatically sort in ascending alphanumeric sequence per the selection.

To search for an item by Part Class, click Class and enter the first few characters of the Part Class in the Search by Part Class field. The list will scroll down to the first incidence of each character in the sequence entered.If a character is not found in the position typed, the list will scroll to the bottom.

To Search for an item by Description starting with the 1^st character on the left, click Description and begin entering the first characters in the field. The list will scroll down to the first incidence of each character in the sequence entered.If a character is not found in the position typed, the list will scroll to the bottom.

To Search for an item by a word or character string anywhere in the Description, click on Description, click on the Left button next to the Search by Description window (changes to Random).

Enter the search word or characters in the window. Hit return and the first match in the list will be highlighted. Click on the window and hit return to highlight the next match in the summary list. After the last match or if a match is not found, the last item in the summary list will be highlighted.

To visually search the summary list, use the scroll bar or arrows to the right of the list.The Source (Buy, Make or Phantom) and total On Hand quantity is displayed in the last two columns.

For further Details on any item in the Actions main body list, highlight the item by a search or mouse click and select the appropriate Tab to display the desired detail information. To display changes made in other windows or by other users while this window is open, repeat the Material Requirements Find and refresh the screen data.

FILTERS:

Buyer	The valid buyer code, or ALL buyers.
Actions	The Material Requirements Planning action displayed, or ALL Actions.
Date Filter	The horizon date for the Material Requirement Planning actions.Parts with actions beyond this date are excluded from the report.
Days	A short-cut to the horizon date. Entering the number of days (from the current date), changed the Date Filter accordingly.

Main Body

Part Number	The item/part number is a unique identifier for every Item Master record entered into the database.
Revision	The part Number revision for the item.
Part Class	This is a general part, product or item classification.
Part Type	Type is a sub-classification of Part Class.
Description	This is the field of descriptive data about the item.
Part Source	This field is hard coded in the system.BUY is for purchased parts and assemblies, MAKE for an item made in-house (assemblies and sub-assemblies) and PHANTOM for a number used to define a collection of items that does not exist as a separate assembly built on a Work Order (ship kits, upgrade packages, spares kits, etc.).

Material Requirements Planning Action List in Stock Units Of Measure:

The information listed in this section pertains to the highlighted part number in the main body above. To see the list for another part number, highlight the part number in the main body.

Note: Dates are calculated with the Production Calendar

Action	Defines the Material Requirements Planning action to be taken for the highlighted part. There are several different actions that will appear depending on the part. For example if the Part is a Make/Phantom part and the action originates from a higher level assembly for the Phantom, MRP will display "PHANTOM" in this section and that will indicate to the user that there are no actions required but is listed so users can investigate where component actions are originating from. If the Make/Phantom is required directly for an order itself, it will now follow the same WO action rules as a regular Make Product would.
Balance Quantity	The projected balance of inventory for the part selected. MRP will display the stock qty UOM.
New Quantity	Displays the new quantity that the action requires. MRP will instruct you to Purchase the Stock qty UOM, not the Purchase UOM. The PO Module will display the UOM conversion (if applicable). NOTE: When creating a PO for an item with different purchasing and stocking UoMs, be sure to enter the MRP suggestion into the Stocking qty field rather than the purchasing qty field. The system will automatically convert the stocking unit into the purchasing unit for the purchase order qty. For Example: if the item has inches for Stock UoM and Feet for Purchasing UoM, and the MRP demand is 24 , the buyer would enter the qty of 24 into the stocking qty field and the PO would automatically convert it to 2 feet in the purchasing qty field. So the supplier deals in feet, but ManEx deals in inches. The conversion between the two are established in the Unit of Measure & Conversion module.
Original Date	Displays the original (current) date of the existing action.
New Date	Displays the new date that the action requires. For a buy part the New Date is arrived by subtracting the Kitting and Production Lead times setup for the Make part from the Sales Order Ship Date. For a Make part the New Date is the Sales Order Ship date. See Article #3064 for futher detail on how the Lead Times for a Level BOM are calculated.
Days Late	If the action date is earlier than the current date, the number of days late for the action is shown.
Date to Take Action	This is the date by which the action listed must take place. Changing the leadtime of a Buy part will NOT change the due date, only the date to take action. For a Buy part this date is arrived by subtracting the Purchase Lead time from the New Date. For a Make part this date is arrived by subtracting the Kitting and Production Lead times from the New Date which is the Sales Order ship date.

	See Article #2671
	This portion of the MRP module is not fully completed yet in the current version. It is still a work in progress. While it displays the WO’s for quick reference you will still actually have to go into the WO module to create the WO’s as needed. You can also create WO’s directly in the SO module as well at the time you’re creating the Sales orders.

Clicking on the

button will bring up the following:

Definition of fields in the Projected Inventory screen:

Date	The projected date of a Materials Requirements Planning action.
Reference	The Material Requirements Action.
Quantity	The quantity of parts involved in the Material Requirements Planning action.
Project	The project number assigned to the PO.
Balance	The projected balance of inventory for the part selected.

After depressing the Projected inventory button, the reference field was highlighted in the Projected Inventory Material Requirements Planning View in Stock Unit Of Measure and double clicked. The Material Requirements Planning Detail appears.

Material Requirements Planning Field Definitions:

Work Order Number	This is the Work Order Number in the system.
Customer Name	The name of the Customer for which the assembly will be made.
Part Number	This is the assembly part number where the component part number is highlighted.
Balance	This is the balance for the Work Order Listed.
Original Ship Date	This is the original scheduled ship date of the assembly.

After highlighting a part number in the main body, the Material Requirements Planning Demands and Approved Vendors List appeared, as displayed above:

Material Requirements Planning Demands and Approved Vendor List Field Definitions:

Order Number	This is the Work Order Number the system is proposing.
Demand Part No	This is the Assembly No the demand is for.
Required Quantity	For the Work Order proposed, this is the quantity of the component part number which will be required.
Required Date	The date when the component part number highlighted is required to be released to the assembly floor.
Customer	The name of the Customer for which the assembly will be made, if known. If the customer is not known, an explanation will appear.

AVL

Mfgr	This will list the Mfgr's approved on the BOM
Mfgr Part Number	This will list the Mfgr PN's approved on the BOM. NOTE: If "GENR" is approved on the BOM MRP will consider any inventory for that part even if the AVL is not approved on the BOM.

1.1.1. Create POs

Un-Check All	Check or Un-check all records in the grid to create POs.
List All Suppliers List Suppliers assigned to the MPN in the ICM Module	Check the radial to list all suppliers or list only the suppliers assigned to the MPN in the ICM module. Once the radial is selected this will control the information defaulted into the Preferred Supplier column.
Supplier Filter	If "No Filter" is selected and multiple records with different suppliers are selected multiple POs will be created (one for each supplier). If "Select" is checked, user can select from the pull down which Supplier records to display. Then when the "Create PO for Supplier" button is clicked, the system will create POs for selected supplier only.
	Depress this button to Create the POs for the items checked.
PO	Checking this box indicates which PO is to be created for the selected item. If you place your mouse pointer over the column it will display the tool tip.
X	If there is no Supplier information available in the ICM module the system will allow user to select a supplier from a pick list. Once this supplier is selected this supplier will default into the Prefered Supplier coulmn for the records that have this box checked.
Preferred Supplier	The default supplier assigned in the ICM module will appear in this column.
Part No	Defaults in from the MRP action list with "Release PO" action.
Rev	Defaults in from the MRP action list with "Release PO" action.
Mfgr	Defaults in from the MRP action list with "Release PO" action.
MPN	Defaults in from the MRP action list with "Release PO" action.
Quantity	Defaults in from the MRP action list with "Release PO" action.
Cost Each	Unit price for the item defaults to the value based on the "Price Source" column. This field can be overwritten.
Price Source	Derived from the list of "Price Sources" setup in the Purchase Setup module.
Date Req	Defaults in from the MRP action list with "Release PO" action.
Action Dt	Defaults in from the MRP action list with "Release PO" action.
Class	Defaults in from the MRP action list with "Release PO" action.
Type	Defaults in from the MRP action list with "Release PO" action.
Description	Defaults in from the MRP action list with "Release PO" action.
Buyer	Defaults in from the MRP action list with "Release PO" action.

1.1.2. Create WO's

This portion of the MRP module is not fully completed yet in the current version. It is still a work in progress. While it displays the WO’s for quick reference you will still actually have to go into the WO module to create the WO’s as needed. You can also create WO’s directly in the SO module as well at the time you’re creating the Sales orders.

1.2. Item Master Tab

This screen will display details for the item highlighted in the MRP Action tab, which is being defaulted in from the Inventory Control Management module. See Article #924 for field definitions. These fields may be edited in Inventory Control Management .

1.3. Quantity Info Tab

This screen will display manufacturer, warehouse and inventory quantities for the item highlighted in the MRP Action tab, which is being defaulted in from the Inventory Control Management module. See Article #925 for field definitions. These fields may be edited in Inventory Control Management .

Complete inventory stock, allocation and usage information by Manufacturer is displayed or available at the click of a button. All current inventory information about any selected part can be displayed here.

1.4. MRP Info Tab

This screen will display MRP parameters for the item highlighted in the MRP Action tab, which is being defaulted in from the Inventory Control Management module. See Article #926 for field definitions. These fields may be edited in Inventory Control Management .

1.5. Notes Tab

This screen will display Inventory Notes for the item highlighted in the MRP Action tab, which is being defaulted in from the Inventory Control Management module. See Article #927 for field definitions. These fields may be edited in Inventory Control Management .

1.6. Customer Tab

This screen will display customer part number(s) assigned to the internal part number for the item highlighted in the MRP Action tab, which is being defaulted in from the Inventory Control Management module. See Article #928 for field definitions. These fields may be edited in Inventory Control Management .

1.7. Supplier Tab

This screen will display the name of the Supplier and Supplier's Part Number for the item highlighted in the MRP Action tab, which is being defaulted in from the Inventory Control Management module. See Article #929 for field definitions. These fields may be edited in Inventory Control Management .

1.8. Manufacturer Part Spec Tab

This screen will display any drawing, photograph, images, or .pdf files linked to the item highlighted in the MRP Action tab, which is being defaulted in from the Inventory Control Management module. See Article #930 for field definitions. These fields may be edited in Inventory Control Management .