MRP

Pick list used to determine the kind of report to generate. Options are: 

• Instant - Displays the demand and supply of the selected items as columns. Presents the same information that is available when running the "Time-Phased" report with a "Bucket Type" of "All". Provides users with the ability to more easily search or filter by inventory status information, such as quantity on hand, quantity on Sales Orders, and min and max reorder points. When this report type is selected, the "Bucket Type" and "Number of Buckets" pre-filters are disabled.
• Instant User 1-3 - Customizable MRP reports. Users may select additional fields for display or re-arrange the display order of existing fields on these reports.
• Time-Phased - Displays the demand and supply of the selected items as rows. Time bucket information is presented as columns. This report type is selected as the default when the pre-filter is opened.

Users with permission can create unlimited user versions of any MRP report and also determine which reports each user will see in this field. See the Configuring Grid Layouts and Automated Reports and Grid Layout Security pages for information.

Pick list used to determine what items to display in the report. Options are: 

• All - Shows all Parts selected by other filters regardless of the need to order the Part.
• Last Total Net > Min PO Qty - For items that have more arriving than needed. Coupled with the "Quantity In" pre-filter set to “Purchases (+)", this shows PO quantities that need to be reduced or cancelled. Assists in situations where users wish to reduce the PO quantity or cancel POs.
• On Hand < Total Net - Filters for suggested items that have a PO, Job, or Inter-Company Transfer arriving later than the requirement. Coupled with the "Quantity In" pre-filter set to “Purchases (+)", this shows only POs that are arriving too late.
• Required <> 0 - Shows Parts that have requirements regardless of their current supply.
• Suggested > 0 - Shows Parts where the Net On Hand ("=Net" column) is equal to or less than the "Min Quantity 1" value for the item defined on its Item Master MRP tab. If filtering by Facility, the Facility-specific "Min Quantity 1" value from the Facility Part Cross Reference General tab of the item will be considered, if present and the "Use Reorder Points" flag is checked. When using this option, be sure the "Suggestions" pre-filter is set to "Include".
• Total Net < 0 - Shows Parts that have net inventory below zero. Results include POs and Job supplies.
• Total Net < Min or Total Net > Max -  Return results when the total net is less than the minimum in any bucket (reorder point) or the total net is greater than the maximum in any bucket.
• Total Net > Max Qty - Shows items with a total net in any bucket that exceeds the "Max Quantity 1" from either the Item Master MRP tab or the Facility Part Cross Reference General tab. This display is useful when searching for over-ordered items. Assists is situations where users wish to move the "Due to Dock" PO date to an earlier date.

Pick list used to determine how buckets are segregated on the report. Can be used in conjunction with start/end date filters to view only scheduled transactions during a specified period. Options are:

• All - Includes scheduled and unscheduled transactions.
• Days - Includes only scheduled transactions.
• Weeks - Default selection., includes only scheduled transactions.
• Months - Includes only scheduled transactions.

Determines the number of buckets that will be used, with a default of 6. When using a "Bucket Type" of "All", this field defaults to "1" and may not be changed. The maximum number of buckets for Time-Phased MRP based on "Bucket Type" selected is as follows:

• Days - Up to 180
• Weeks - Up to 120
• Months - Up to 60

Pick list used to filter requirements based on the start and end dates selected.

• "Job Date Based On" with options of: jo_due, jo_planstart, jo_planfinish, None(Default)
• "PO Date Based On" with options of: tp_wanted, tp_promise, tp_duedock, tp_condate, tp_release, None(Default)
• "SO Date Based On" with options of: to_wanted, to_promise, to_dueship, to_condate, to_release, None(Default)
• Notes on above three fields: 1. System captions are used for all options in the Comboboxes. 2. When the Comboboxes are set to none, all SO's, PO's, and Jobs should be considered, including those in the past. All other MRP filters should still be honored. 3. Past demand/supply is included in first bucket.
• Provides the ability to ignore future Sales Orders or Jobs.
• All Purchase Orders with "Due to Dock" dates and all production Jobs with "Planned Finish" dates outside the date range specified are ignored.
• Companies have the option to specify Facility transfer lead times via Sales > Maintenance > Facility Relationships. When using Facility transfer times, the "Due to Ship" date on Inter-Company Transfers created via MRP will be the demand/requirement date minus the Facility transfer "Lead Time", if one is specified. The demand/requirement date refers to the start date of the order driving demand for the item(s).

Used in conjunction with the "Date Based On" field to filter results based on dates entered.

Filters results by a specific Part.

Filters results for Parts based on the string of characters entered.

Filters results of the on hand, issued, and QC quantities to include only Sales Orders, production Jobs, and Purchase Orders associated to the selected Facility.

• Sales forecast lines can be specified for individual Facilities. If a Facility is selected on this pre-filter, the system will filter out forecast lines based on the Facility selected.
• If MRP is ran without a Facility filter, the system will gather all forecasts regardless of Facility selection.
• If MRP is ran with a Facility filter, the system will gather all forecasts without a Facility filter, and all forecasts with the Facility specified on the pre-filter.
• Note: When running MRP and a Facility is selected, the system filters out Parts that are flagged "Require Facility Entry" and do not have the selected Facility specified on the Facilities tab.

Filters results of the on hand, issued, and QC quantities to include only Sales Orders, production Jobs, and Purchase Orders associated to the selected Facility Group.

Displays all the materials and requirements necessary to fulfill the quantity of items entered on the selected Sales Order.

Displays all the materials and requirements necessary to fulfill the quantity of items entered on the selected Job.

Filters results for selected Project, returning all parts and MRP data related to the Sales/Purchase orders that are assigned to the Project.

• Note: If a bucket type other than "All" is selected, any sales orders must have a Due Ship date, otherwise they will not appear in the results.

Filters results for only Vendor Part Cross References with the selected Vendor flagged as the "Preferred" Vendor for that Part.

Filters results for Parts assigned to the selected Category.

Filters results for Parts assigned to the selected Sub-Category.

Filters results for Parts with the selected Item Search 1-5 values.

• Captions are defined via System > Maintenance > Captions.

Filters results by the selected Item Planner.

Pick list used to filter results for all, purchased, sold, or manufactured materials.

• Purchased materials evaluates the "Purchasable" (pr_purable) Item Master field, Sold materials evaluates the "Saleable" (pr_saleable) Item Master field, and Manufactured materials evaluates the "Manufactured" (pr_make) Item Master field.

• The sold option was added in version 17.04.003.

Pick list used to filter results by Item Type as assigned on the Part's Item Master General 1 tab.

Pick list used to show items that have a quantity in the selected filter. Provides an additional filtering layer and can be used with a variety of other pre-filters, most notably "Display". Options are:

• All – Default option, no additional filtering.
• Demand (-) – All demand, including Sales, Job Reqs, and Indirects.
• Indirects (-) – Indirect requirements exist.
• Job Reqs (-) – Job requirements exist.
• Jobs (+) – Jobs producing the item already exist.
• Purchases (+) – Purchase Orders delivering the item already exist.
• Sales (-) – Sales Orders (or outgoing Inter-Company Transfers) exist.
• Supply (+) – All supply, including Jobs and Purchases.

Two examples of how this filter could be used in conjunction with the "Display" pre-filter are:

• "Suggested > 0" with "Supply (+)" would effectively be a "move up" or "pull" report.
• "Total Net > Max Qty" with "Supply (+)" would effectively be a "move back" or "push" report.

Choosing an option in this field will filter the display (not the calculations) to only show items that have values in the chosen option.

Pick list with the same options as the "Quantity In" pre-filter, but with opposite functionality of showing only items that do not have a quantity in the selected filter.

Two examples of how this filter could be used in conjunction with the "Display" pre-filter are:

• "Suggested > 0" with "Purchases (+)" would effectively be a create PO report.
• "Suggested > 0" with "Jobs (+)" would effectively be a create Job report

Choosing an option in this field will filter the display (not the calculations) to only show items that do not have values in the chosen option.

Pick list used to determine the Job or PO created date will be today, or the start date of the bucket with the suggestion.

When creating jobs or purchase orders with a creation date of today, the system will no longer account for lead time if the selection of creation date is today.

Pick list used to dictate if the first or second sets of reorder points should be used as indicated on the Item Master MRP tab.

Pick list used to display or remove the suggested amounts from the on hand calculation. Options are:

• Include - This is the default selection, displays suggestions, and includes them when calculating future on hand inventory.
• Exclude - Does not display suggestions and does not consider them when calculating the future on hand quantity, giving users a view of what will happen if they do not react to the suggestions.
• Exclude During Lead Time - Does not display suggestions if the lead time of materials would occur prior to today's date.
  • The lead time on the vendor part cross reference will be taken into account if the vendor part cross reference is marked as "Preferred."
  • If MRP is being run by facility, the lead time on the item facility record will be applied here if "Use Reorder Points" is checked on the item facility record.
• Exclude Future On Hand < Total Net - Designed to work with Time-Phased MRP, filters for items that have suggestions and do not have excess arriving at a later date. This selection automatically disables and excludes "Indirect Requirements".

 If using a "Display" of "Suggested > 0", this field should be set to "Include", otherwise relevant inventory suggestions may be excluded from the report.

Option to specify how many buckets out suggestions should be displayed for the appropriate items. Useful in situations for items that have long lead times and users need to look at several buckets when planning but do not want to create PO's or Job's for all showing buckets. This field works in conjunction with the "Suggestions Before" field on the Item Master and Item Master Facility records.

Pick list used to include (default) or exclude columns that have only zeroes in all but the "On Hand" and "Total Net" rows. 

• When running multi-day MRP for a handful of items, this can significantly compress the number of resulting columns (time buckets).

Option to determine how sales order amounts will be spread across forecasts in MRP. This field is used in conjunction with the "Forecast Backward Until" and "Forecast Forward Until" fields on the Item Master MRP tab and the Item Master Facilities MRP tab.

• Greater - use existing functionality where the greater of sales orders or forecasts is used to calculate suggestions in MRP. This is the default.
• Backward - sales orders should consume the forecasts on a backward looking basis.
• Forward - sales orders should consume the forecasts on a forward looking basis.
• Backward/Forward - sales orders should consume the forecasts first on a backward basis and then on a forward basis.
• Forward/Backward - sales order should consume the forecasts first on a forward basis and then on a backward basis.

Refer to the Utilizing Forecast Consumption page for additional information.

Pick list used to include or exclude Forecasts, created via Sales > Forecasts, when generating MRP reports.

• Excluding forecast demand could be useful when working in a near term time period where forecasts exist but should be ignored because the sales have not materialized.

Option to determine in which bucket MRP will start to consider forecast demand.

• Example: If 4 is entered in this bucket, the system will use actual sales order demand for buckets 1-3 and will not start considering forecasts until bucket 4.
• Default is 0.

Option to group the specified number of days into the first bucket in MRP.

• Only available when selecting a bucket type of "Days" and a report type of "Time Phased."
• When creating a Job or Purchase Order from a suggestion shown in the first bucket, the system will use the first date that is included in that bucket as the created date. This created date will be used when calculating lead time.
• Example: On 8/21 Time-Phased MRP is run for 9 days with a First Bucket Days value of 3. The system will create a bucket called "8/21-8/23" and then display 6 more daily buckets for 8/24 thru 8/29.

Option to include or exclude credit hold orders as part of demand. Useful for customers that frequently ship credit hold orders and want the items and quantity to show up in MRP for ordering purposes and to prevent situations where orders suddenly come off credit hold and they are suddenly short for product.

Option to include or exclude Forecast Sales Orders from the forecast calculation. Defaults to Include.

• Useful in situations where customers use Forecast Sales Orders and Forecasts to track different demand projections. For example, Forecasts might be created to track demand form production planning and Forecast Sales Orders might be used to track demand from individual Sales Reps or Territories. Excluding Forecast Sales Orders in this case still allows the production plan to viewed as demand using the "Forecasts" bucket on the Sources tab.

Pick list used to filter results based on the Lot's QC status. Options are:

• None - Lots that are in Pending QC will not be considered a supply, in which case the quantities in "QC" represent the quantity received on Purchase Orders or finished off Jobs, but are still awaiting QC inspection and are not considered in inventory. For Lots both Pending QC and Reserved to a Sales Order, this option includes the amount in QC Pending in both the "+QC" line and the "+Reserved" line (as of 15.04.048).
• Supply - Lots that are in Pending QC contribute to the total net quantity and "QC" becomes "+QC". For Lots both Pending QC and Reserved to a Sales Order, this option includes the amount in QC Pending only in the "+QC" line and not in the "+Reserved" line (as of 15.04.048).

Pick list used to show QC values from either the beginning or end of the week, with "End" being the default.

• When running MRP using a "Bucket Type" of "Month" or "Week", the default behavior has always been to show all QC values at the end of the respective bucket. This field was added to allow users the option of adding QC values at the start of the Bucket Type to support different planning scenarios.
• When running MRP using a "Bucket Type" of "Days", this field is not evaluated by the system.

Pick list used to determine if an item's QC Lead Time will be factored into MRP calculations. Options are Include and Exclude. Include is the default.

• Only available when using a Report Type of Time-Phased.

Pick list used to determine if staged inventory will be included in the +Onhand bucket/totals in the MRP. Options include:

• On Hand- Default setting. Inventory quantities that have been staged will be displayed in the in the +Onhand bucket in MRP reports.
• Issued/Reserved - Inventory quantities that have been staged (either pre-staged or final staged) will be displayed in either the +Reserved (if staged to Sales Orders) or +Issued (if staged to Jobs) buckets respectively in MRP reports.

Notes:

• Business Case - Added for scenarios where companies utilize a more in-depth staging process, such as pre-staging and the use final staging iterations over the course of several days, not just the course of several hours or for one shift. In this scenario, the inventory is already used/allocated to jobs or sales orders and not truly onhand and available and applying this filer setting offers better visibility into the status of staged inventory.
• This field evaluates inventory as direct staged (either pre-staged or final staged) if there is an entry in the dtstaging table.

Pick list used in conjunction with a "Bucket Type" of "Weeks" or "Months" in Time-Phased MRP to control when indirect requirements are brought into the time bucket. Options are:

• End - Not conservative and may underestimate demand.
• Start - Conservative and may overestimate demand.

The use of daily buckets, although not always an option, avoids the problem completely and ignores this pre-filter.

• Note: The system now contains a hidden row, "Arrival", to track arrivals throughout the week for indirects to correctly drive the Net Value for End of week calculations.

Pick list used to include or exclude issued inventory when generating MRP reports.

• If set to "Exclude", drilling down in the "+Issued" row will show nothing.
• Excluding issued inventory will not exclude Job requirements and will result in suggestions that may be exaggerated.

Pick list used to include or exclude reserved inventory in calculations when generating MRP reports.

• If set to "Exclude", drilling down in the "+Reserved" row will show nothing and impact of reserved inventory is not considered.
• Excluding reserved inventory will not exclude Sales Order requirements and will result in suggestions that may be exaggerated.

Pick list used to include or exclude expired inventory in calculations when generating MRP reports.

• Expiring lots will show in the On Hand count in MRP up until they expire if this field is set to "Exclude."
• Expiring lots will also show if this field is set to "Exclude" and the expiring lots would have been used up by un-reserved SOs/unissued jobs.

Pick list used to filter the Jobs that will be displayed in MRP based on the Job header "Status" field. Options are:

• Active Job - Default selection, focuses on requirements for only Jobs with a "Status" of "Active Job".
• All - Includes all Jobs, including those with a "Status" of "Request" and "Job On Hold", which were not previously considered in MRP.
• Job On Hold - Focuses on requirements for only Jobs with a "Status" of "Job On Hold".
• Request - Focuses on requirements for only Jobs with a "Status" of "Request".

If "Job On Hold" and "Request" are considered temporary statuses, use the "All" option to begin purchasing activities before the Jobs reach Active status.

Pick list used to include (default) or exclude direct requirements when generating MRP reports. When set to "Exclude," the +Jobs or -Job Reqs rows will not contain any quantities.

Pick list used to determine how to treat indirect Job requirements when generating the MRP report. Options are:

• Indirects - Default selection. Job indirect requirements are tallied together with the Sales indirect requirements in the "Indirects" column.
• Job Reqs - Job indirect requirements are added to the "Job Reqs" column, distinguishing Sales indirects, for which no Job has been launched, from Job indirects, where a Finished Good Job is present but lower level Jobs are not. In this case, these Job indirect requirements will not be excluded when the setting in the "Indirect Requirements" field is set to "Exclude", and the system will add them to the Job requirement totals. Indirects from other demand, like Sales Orders, will still be excluded.

Pick list used to include (default) or exclude indirect requirements when generating MRP reports.

• Indirect requirements are what give users the ability to react to top level Sales Orders and start purchasing Raw Materials without having Jobs launched and on the schedule.
• When running a short-term MRP within the time frame of the firm production schedule, the "Exclude" option can be used to not see demand for Jobs that have not been created.
• After running an MRP report and drilling down in the this column, the Requirements form will open. Drilling into a line on that form will open a Time-Phased MRP or Instant MRP report (depending on which report is being used) for the selected Part.

Defines the number of Buckets (Days, Weeks, or Months) in the future when indirect requirements will begin being considered.

• The default value for this field is "0" and the field is only enabled if "Indirect Requirements" is set to "Include".
• When the value in this field is > 0, it indicates the number of Buckets (Days, Weeks, or Months) to skip calculating indirect requirements for before indirects begin to calculate. For example, if "Bucket Type" is set to "Weeks", "Indirect Requirements" is set to "Include", and the value in this field is "5", the system will not calculate indirects for the first 5 weeks, then it will calculate indirects starting in week 6.
• Useful for purchasing MRP users when they know that the next 10 days of the production schedule are “firm” and do not want to react to indirect requirements, for which Jobs have not been scheduled, but they are doing a 30 day MRP report and want to consider indirects outside of the firm production schedule.

Pick list used when MRP is run, the Requisition filter is honored. Options include

• Exclude (default)
• Include - Requisition purchase orders with a due to dock date are included in the results.

Pick list used to include (default) or exclude the "Over-Issue %" on required items, as indicated on either the Item Master General 1 tab or BOM line.

• If attempting to over-issue, making suggestions that do not include the "Over-Issue %" may make it difficult for limited usage items.
• For more broadly used items, it is not necessary to over-purchase on every single Job to still be able to over-issue to individual Jobs.

Pick list to include (default) or exclude Onhand inventory.

Pick list to include (default) or exclude Reserved inventory.

Pick list to include (default) or exclude Issued inventory.

Pick list to include (default) or exclude Purchases.

Pick list to include (default) or exclude Jobs.

Pick list to include (default) or exclude Inter-Company Transfers.

Pick list to include (default) or exclude Sales.

Pick list to include (default) or exclude Forecasts.

Pick list to include (default) or exclude Job Requirements.

Pick list to include (default) or exclude Indirect Requirements.

Pick list to include (default) or exclude Lead Time.

Pick list to include (default) or exclude QC Lead Times.

When running Time-Phased MRP, toggles the report view between Part Number, Description, and Suggested amount only versus this same information together with all demand and supply details.

Displays the lowest Vendor price based on the quantities, start, and end dates set on the Vendor Part Cross Reference Pricing tab.

Opens the Item Master for the selected Part in modify mode.

• Useful when a Part's MRP settings need to be adjusted in order to change the suggested quantities.
• User and User Group security applies to this button's availability.

Displays a Purchasing "Blanket Purchases" report for the selected Part.

Displays Vendor Part Cross References for the selected Part. 

• Displays all Vendor Part Cross References, even if pricing does not exist on the reference. When there is a price set on the cross reference that has a valid date range based on the current date, it is displayed, otherwise the Item Master "Purchase Price" will be displayed in the price column.
• All Vendor Prices (dmprod5) fields, Vendor Part Cross Reference (dmprod2) fields, as well as the "Primary Contact," address, and "Phone" as defined on the Vendor record, are available to the grid when using this button.

When running Time-Phased MRP, marks all items that are to be put on a Purchase Order, production Job, or Inter-Company Transfer with a "Yes" in the "Part Info 2" column.

When running Time-Phased MRP, marks all items that are to be put on a Purchase Order, production Job, or Inter-Company Transfer with a "No" in the "Part Info 2" column.

When running Instant MRP, marks all items that are to be put on a Purchase Order with a "Yes" in the "Order" column.

When running Instant MRP, marks all items that are to be put on a Purchase Order with a "No" in the "Order" column.

Opens the Auto Job Setup form, which is used to automatically create Jobs using the suggested quantities (rounded up to the nearest "Incremental Job Qty" as indicated on the Item Master MRP tab) and allows users to select different BOM revisions and modify the Job quantity, if necessary.

• Systematically, when a Job is created, the BOMs are checked for a default Shop Area. If the Formula's "Default Shop Area" has the same Facility as the Facility that the Job is being created for, it is used. Otherwise, the default Shop Area linked to the Job's Facility is used. If there is no default Shop Area linked to the Job's Facility, a prompt will appear telling the user "There is no default shop area for the specified facility". This indicates one must be created or modified in order to continue with Job creation.*

*Note: Beginning in version 17.04.003, a Shop Area is no longer a requirement for job creation within MRP.

Creates Purchase Orders using the suggested quantities and listed Vendors (rounded up to the nearest "Incremental PO Qty" as indicated on the Vendor Part Cross Reference General tab)

• A Vendor flagged as "Preferred" must be configured for the Part(s) selected to use this function.
• Note: Vendor Facility specific defaults allow users to set Facility specific order defaults by Vendor. If the Auto PO function is run for a Vendor/Facility combination that has a Vendor Facility, the defaults specified on the Vendor Facility record, and not the order defaults on the Vendor record, will be used during order creation. Users may change the defaults if desired.

Creates as many ICTs as necessary to satisfy the demand.

• The system displays a list of all Ship-To Companies that have a Transfer Facility matching the Facility specified on the MRP pre-filter. Once the appropriate Ship-To is selected, a list of all Facilities, except the Facility on the pre-filter, is displayed for users to choose the correct shipping Facility. (Note: the system will use the selected Ship-To and shipping Facility for all ICTs created as a result of this process) Once the correct shipping Facility is selected the system checks to ensure that a Facility Relationship exists between the shipping Facility and Facility indicated on the MRP pre-filter. The process for this check is indicted below:
  • The system looks for the highest sorted record in the Facility Relationships list for the Part Number selected in MRP with an "MRP" selection other than "None".
  • If on the Facility Relationships list, "MRP" is set to "Both", use the First Facility/Transferring Facility (ft_waid1) to create an ICT, if not enough inventory exists there to cover the suggestion in MRP, check the Second Facility/Receiving Facility (ft_waid2).
  • If on the Facility Relationships list, "MRP" is set to "First", only use ft_waid1 to create an ICT, skip ft_waid2 and move on to check the next relationship in sequence.
  • If on the Facility Relationships list, "MRP" is set to "Second", only use ft_waid2 to create an ICT, skip ft_waid1 and move on to check the next relationship in sequence.
  • If there is no Part Number/Facility Relationship record, the system will search for a Sub-Category/Facility Relationship record., then Category/Facility Relationship record.
• Requirements are grouped by Facility, Lead Days, and elimination accounts, then ICTs are created for each group.
• When going back to MRP, the user can refresh and see the ICT showing supply to change the suggestion, the user can then create a PO for the amount leftover(suggested - ICT amount)
• Use the lead time specified on the relationship to determine the due to ship/delivery dates.
• The delivery dates/times on the ICT need to take into account the just-in-time functionality.
• When selecting the Auto Inter-Co Xfer button from MRP and there are multiple parts selected on the MRP screen, Deacom groups items onto the same Inter-Company Transfer. Other items will be placed onto individual Inter-Company Transfers.

Opens the Auto Job Setup form, which is used to manually create a Job for all of the selected items and allows users to select different BOM revisions and modify the Job quantity, if necessary.

• Systematically, when a Job is created, the BOMs are checked for a default Shop Area. If the Formula's "Default Shop Area" has the same Facility as the Facility that the Job is being created for, it is used. Otherwise, the default Shop Area linked to the Job's Facility is used. If there is no default Shop Area linked to the Job's Facility, a prompt will appear telling the user "There is no default shop area for the specified facility". This indicates one must be created or modified in order to continue with Job creation.

*Note: Beginning in version 17.04.003, a Shop Area is no longer a requirement for job creation within MRP.

Creates one or more Purchase Orders for one Vendor using the suggested quantities.

• This button is labeled "Manual PO" when running instant MRP.
• Note: Vendor Facility specific defaults allow users to set Facility specific order defaults by Vendor. If a Facility is selected with a matching Vendor Facility record, the defaults specified on the Vendor Facility record, and not the order defaults on the Vendor record, will be used during order creation. Users may change the defaults if desired.

Creates an Inter-Company Transfer for all selected items.

• Users should select a Facility on the pre-filter is using this button.
• The system displays a list of all Ship-To Companies that have a Transfer Facility matching the Facility specified on the MRP pre-filter. Once the appropriate Ship-To is selected, a list of all Facilities, except the Facility on the pre-filter, is displayed for users to choose the correct shipping Facility.
• When there are multiple parts selected on the MRP screen, Deacom groups items onto the same Inter-Company Transfer. Other items will be placed onto individual Inter-Company Transfers.

When clicked, displays all deals for all items, any facilities, all item searches that match the particular part.

• User and User Group security applies to this button's availability.

Generates a Basic Item Availability report which shows the quantities by Part by Facility that are On Hand, Reserved, Pending QC, and pending receipt, finish, or shipment on POs, Jobs, and SOs, respectively. Specifically, when clicked, the system will either display details for all Parts with a "Yes" in the "Part Info 2" column or for the selected Part.

• Credit Memos are not taken into consideration in the "-Sales" column.
• The buttons available to this report are used to drill into the details behind the quantities displayed.

Opens the View Substitutes form, which displays a list of all Jobs requiring substitutes and allows users to modify the required quantities and enter substitution quantities.

• Parts must have substitutes configured on their Item Master Substitutes tab.
• Process information can be found on the Utilizing Substitutes in Production and Utilizing Substitutes in Sales Best Practice pages.

Displays the Part Number associated with the supply and demand.

Displays the Vendor Part Cross Reference flagged as "Preferred" for the listed item.

• If a preferred Vendor does not exist, this field is left blank.

Identifies the items that are to be put on a Purchase Order, production Job, or Inter-Company Transfer when set to “Yes”.

• Parts are toggled between "Yes" and "No" via the "Select All" and "Select None" buttons, respectively, or by double clicking the record.

Identifies the items that are to be put on a Purchase Order when set to "Yes".

• Parts are toggled between "Yes" and "No" via the "Order All" and "Order None" buttons, respectively, or by double clicking the record.

Quantity suggested to purchase, make, or transfer.

• Calculated as the difference between the "=Net" and "Max Qty", when "=Net" falls below "Min Qty" and
  • If purchased, in multiples of the "Incremental PO Qty" as defined on the Item Master MRP tab or the "PO Quantity" if the former is zero. If both have a quantity of zero, a quantity of 1 is assumed.
  • If manufactured, in multiples of the "Incremental Job Qty" as defined on the Item Master MRP tab.
  • If transferred, in multiples of the "Incremental SO Qty" as defined on the Item Master MRP tab or the "SO Quantity" if the former is zero. If both have a quantity of zero, a quantity of 1 is assumed.

Quantity in stock, but not issued.

Quantity in stock, but reserved to a Sales Order.

• The ability to display quantities in this column is controlled by the "Reserved" pre-filter.
• Includes inventory reserved to Sales Orders with an "Order Type" of "Order On Hold".
• Includes reserved lots that are pending QC.

Quantity in stock, but issued to a Job.

• The ability to display quantities in this column is controlled by the "Issued" pre-filter.
• In situations where inventory is partially issued to a job, only the amount that has already been issued will be displayed in the +Issued row in the current bucket. The additional requirement that the job calls for of the item will remain in the +issued row within the bucket when it is needed to be issued to the job.

Quantity in Pending QC status.

• The quantities displayed in this column are dependent on the "QC" pre-filter.
  • If set to "None", this column represents Lots received on POs or finished off Jobs and awaiting QC inspection.
  • If set to "Supply", Lots in Pending QC status contribute to the "=Net" quantity and the column title displays as "+QC".
• When using "QC Lead Time" on items (set on the Item Master MRP tab), Purchase Orders for those items put the quantity into the "QC" bucket on the "Due to Dock" date, then move the quantity to the "+POs" bucket on the day the QC is expected to be completed ("Due to Dock" date plus "QC Lead Days"). Note that if Safety Days are defined on item master, the system will move the "Due to Dock" date up based on the value defined in the Safety Days field.
• Items currently in Pending QC status stay in the "QC" bucket for consecutive days until the day QC is expected to be completed, meaning the material will pass QC. The estimated release date is calculated as lot creation date + item QC lead days + item safety days (fi_lotdate + pr_qclead + pr_safedays). The lots are then moved to the "+On Hand" bucket.

Quantity ordered, but not yet received, from Vendors.

• Purchase Orders, including drop shipments, will appear in MRP based on their "Due to Dock" date (also known as "PO User 3", the caption for which is set via System > Maintenance > Captions).

Quantity planned, but not yet finished, on productions Jobs.

• Jobs appear in MRP based on their "Planned Finish" date.

Quantity ordered and possibly shipped, but not yet received, on Inter-Company Transfers.

Quantity ordered, but not yet shipped, on Sales Orders and drop shipments.

• Sales Orders, including drop shipments, will appear in MRP based on their "Due to Ship" date (also known as "Sales Date 3", the caption for which is set via System > Maintenance > Captions).
• Only included in demand if this quantity is greater than the quantity in the “-Forecast” column.

Quantity needed directly to satisfy Sales Orders with an "Order Type" of “Forecast”.

• Only included in demand if this quantity is greater than the quantity in the “-Sales” column.
• When drilling into the Forecast line of column, the system will filter the drill-down screen to only show the forecast buckets that are applicable to the amount and date range shown in MRP.

Quantity required to make items on production Jobs for items at any level above this item in the BOM structure. In this case, the production Job exists for actual quantity being produced.

• Raw Materials or Components required by the Job will be placed in appropriate buckets based on their "Planned Start" date, if present.
• If a "Planned Start" date is not present, Job requirements will be placed in the first bucket.
• The "Job Date 1-5", "Planned Start", "Planned Finish", and "Started" dates are available to the grid when drilling into this column in Instant MRP.
• The "issued" field is available to the grid when drilling into this column/row, both in Instant and Time-Phased MRP. The "issued" field displays the quantity already issued to the selected job in the list. Useful when used in unison with the "Required" column to see what material is required versus what has been issued to the job.

Quantity required to make items to satisfy Sales Orders for items at any level above this item in the BOM structure.

• The total quantity is based only on Sales Order entry as the actual production Jobs might require different quantities when created. Therefore, the purchasing team should use caution when purchasing based on this quantity.
• When drilling down from the indirect requirements, an MRP report will be run for the selected Part in order to drill continuously through the indirect requirements values in MRP. Specifically, the system will open the same MRP view that is currently open for the Parts driving the indirect requirements and allow continuous drill downs.
• Indirect requirements will consume lots that will have expired just like jobs and sales orders.

Total quantity required for the selected items.

• Calculated as the sum of all supplies minus the sum of all demands.
• Excludes either "-Sales" or "-Forecast" quantities if not in use. Specifically, if the "-Forecast" quantity is greater than the "-Sales" quantity for the range covered by the forecast, "-Sales" is excluded from "=Net", if the forecast is being displayed on the first day of the range. Otherwise, "-Sales" are displayed in "=Net" and the balance of the forecast is added to the "=Net" on the last day of its range.

Displays the minimum reorder point as indicated on the pre-filter and set on the Item Master MRP tab.

If clicked, creates the Jobs for the Parts and quantities listed and displays a report with the details.

• The system will display the MRP QC Planning form if one or more Parts are flagged with "Plan QC During MRP Job Creation" on their Item Master Properties tab. For process information, refer to the Planning QC in MRP Best Practice page.

If clicked, opens the Edit Auto Job form, which is used to select a different BOM revision and modify the Job quantity, if necessary.

Displays the Part Number.

Search field used to select a different BOM revision.

Displays the MRP suggested quantity for the Job being created.

Generates a Production > Job Reporting "Job Detail" report.

Generates an Inventory "Locations" report for On Hand inventory.

Generates an Inventory "Locations" report for Issued inventory.

Generates a Sales > Order Reporting "Order Detail" report.

Generates a Purchasing > Order Reporting "Order Detail" report.

Generates an Inventory "Locations" report for Reserved inventory.

Displays the Part Number selected when the "Availability" button was clicked.

Displays the Part's Description as listed on the Item Master.

Pick list used to show or hide items available for sale in all Facilities even if there is zero on Hand.

Pick list used to display or hide expired Lots.

Pick list used to display items based on Item, Item Substitutes, Category, Sub-Category, and Item Search 1-5

If clicked, confirms the substitutions listed.

If clicked, sets all quantities in the substitute item columns to zero.

Displays the selected Job Number.

Displays the quantity required of the original Part to complete the Job.

Displays the quantity remaining to complete the Job.

Displays the substitution "Priority" set via the Item Master Substitutes tab.

Displays the substitution "Factor" set via the Item Master Substitutes tab.