CONFIGURE MATERIALS REQUIREMENTS PLANNING SETTINGS

Use this screen to define the options you will use when operating Costpoint Material Requirements Planning. Most of the parameters control how MRP will perform its functions, but you can use the Default Values group box to define default values for planned orders.

The MRP Settings application consists of the Settings block and the Corporate Settings block. The Settings block contains all the company settings that relate to MRP processes for the company to which your user ID is assigned. The Corporate Settings block contains all the corporate-wide MRP process settings, which you can modify if your user ID is assigned to the matching company ID. Otherwise, these corporate settings are display-only. If you select the Process MRP by Company check box in the Corporate Settings block and execute the MRP process (via the Update Material Requirements Plan screen), Costpoint will update MRP data separately for each company. If you unselect the Process MRP by Company check box and execute the MRP process, Costpoint will update MRP data for all companies.

If you clear the Process MRP by Company check box, and the Separate Items by Company check box is cleared in the Configure Product Definition Settings screen in Costpoint Product Definition, you can plan materials requirements for all companies by selecting the Plan MRP by Company check box. If you plan materials requirements for all companies, you can use the excess supply of one company to meet the requirements of another. This will affect only common stock parts (where the Common Stk check box is selected in the Planning subtask of the Manage Parts screen in Costpoint Product Definition) and project inventory for which the All Projects MRP Project Planning Option is selected (in the Inventory Projects screen in Costpoint Inventory). After you execute MRP, the company planning option will also determine whether different users can see other companies' supply and demand.

Location

Settings

Use this block to establish company settings that relate to MRP processes.

Exclude Customer Repair MOs as Supply

Select this check box to exclude customer repair Manufacturing Orders (MOs) as a source of MRP supply.

Plan Partially Released MBOMs

Select this check box to include partially released manufacturing bills of material when creating requirements.

Calculate Estimated Cost of Planned Orders/Messages

Select this check box to have Costpoint Material Requirements Planning calculate the estimated cost of planned orders and exception messages.

Match Supply to Demand Dates before Rescheduling

Use this check box to match the available supply with the demand dates that fall within the threshold that was set up for early/late filters when you generate material requirement plans.

Minimum Lot Size Allocation - Buy

Use the drop-down list to select how extra quantities of purchased parts will be allocated if minimum lot size conditions exist. Options are:

Minimum Lot Size Allocation - Make

Use the drop-down list to select how extra quantities of manufactured parts will be allocated if minimum lot size conditions exist. Options are:

Planner Assignment

Use the drop-down list to select how planners are assigned by the material requirements planning (MRP) process.

If these PC Setting options are not available, the planner assignment defaults to the planner assignment from gross requirement or from MRP Settings Default Planner.

Include as Demand

Use this group box to specify options you want to include as demand.

Pending Sales Orders

Select this check box to include pending or in-approval sales orders as a source of MRP demand.

Pending Inventory Requests

Select this check box to include pending inventory requests as a source of MRP demand.

Safety Stock

Select this check box to include project safety stock as a source of MRP demand.

Action Message Screen

Use this group box to specify action message screen options.

Allow MO Maintenance

Select this check box to allow maintenance of manufacturing orders in the Maintain MRP Action Messages screen.

Allow PO Maintenance

Select this check box to allow maintenance of purchase orders in the Maintain MRP Action Messages screen.

Allow Reservation Maintenance

Select this check box to allow maintenance of reservations in the Maintain MRP Action Messages screen.

Sales Order Packing Lead Time (Days)

Use this field to enter the days needed to pack the parts required on sales orders. This will be subtracted from the ship-by date to determine the need date.

Apply Order Policy Rules during MRP

Use this drop-down list to choose how to apply part order policy rules when executing the Update Material Requirements Plan application. Valid options are All Parts, Assemblies Only, and None.

Planning Warehouse Assignment

Use this drop-down list to select the method you want to use for assigning the warehouse into planned orders that are generated by MRP and MPS processes.

Default Values

Use this group box to specify default values.

Combine Planned Orders - Buy Parts

Select this check box to set the default to combine planned orders with each other for parts purchasing.

Combine Planned Orders - Make Parts

Select this check box to set the default to combine planned orders with each other for parts manufacturing.

Req Approval Process

Use this field to enter, or use to select, the requisition approval process to be assigned to requisitions if an approval process cannot be automatically assigned.

Planner

Use this field to enter, or use to select, the planner to be assigned to requisitions and manufacturing orders if a planner cannot be automatically assigned.

Transfer Reservation Type

Use the drop-down list to select the transfer type to be assigned to the transfer reservation created in Costpoint Material Requirements Planning. Options are Standard and Borrow/Payback.

MRP Option Code

Use this drop-down list to select the default MRP option code to be assigned to new inventory projects. Available options are:

Corporate Settings

Use this block to establish all corporate MRP settings. These options are disabled if your user ID does not have maintenance rights for the company ID when you first log into Costpoint.

Process MRP by Company

Select this check box to run the MRP process separately for each company.

Plan MRP by Company

Select this check box to plan MRP supply and demand separately by company.

Allow Net Change MRP

Select this check box to allow the system to execute the "Net Change" mode (see the Update Material Requirements Plan screen), provided that the MRP Regeneration Flag is N (No). If you do not select this check box, MRP must be run in Full Regeneration mode. Once you have selected this check box, you must run MRP in Full Regeneration mode one more time to ensure that net-change flags have been set properly.

You cannot modify the MRP Regeneration flag's (MRP_REGEN_FL in the MRP_SETTINGS_CORP table) value directly in Costpoint. You can change this value to Y (Yes) or N (No) only in SQL. Please contact your System Administrator or Costpoint Technical Support for assistance before modifying any data in SQL.

Plan Warehouse Separately

Select this check box to separate all MRP supply and demand by warehouse. If you select this option, you will need to load warehouses on all inventory requisition and Purchase Order (PO) lines. To do this, use the Assign Project Planning Warehouses to Req and PO Lines toolkit.

Plan MPS Part Requirements

Select this check box to plan parts that have an MPS Planning Type in the Planning subtask of the Manage Parts screen in Product Definition. If you select this check box, the MRP process will generate action messages and planned orders as if they were flagged as MRP planned parts. Planning MPS parts in the MRP process will eliminate any outstanding MPS planned orders and action messages for that part and replace them with the appropriate MRP equivalent.

Generate MRP Log File

Select this check box to create an MRP log file during the MRP process for support purposes.