Data from Item Master that Affect Master Planner

Field Name

Field Description

Default Vendor

If the item type = “item”, then the default vendor from the item master will show here.  Please note that if the item is coded as an “item” and there is a default vendor, then Master Planner will only display a “Create PO” message, NOT a “Create PWO” message.

Standard Lead Time for PO Receipt

This field is the purchasing lead time only for an item with type = “item”. Master Planner will calculate the “Delivery Date” when the inventory is going to be negative.  Then, for an item type = “item”, the “Requested Date” will be the “Delivery Date” MINUS the “Standard Lead Time for PO Receipt” MINUS the Standard Lead Time for SO Shipment.  Please note that Lead Time for PO is the total lead time for an order, NOT lead time per unit.

Standard Lead Time for SO Shipment

This field is the sales order shipping lead time.  For current Ascent, we recommend users to leave this field blank.

Estimated Production Time

For an item with type = “BOM”, this field is the manufacturing lead time per unit.  Master Planner will calculate the “Delivery Date” when the inventory is going to be negative.  If the item type = “BOM”, then the “Requested Date” will be the “Delivery Date” MINUS the “Standard Lead Time for SO Shipment” MINUS the “Total Estimated Production Time”. Please note that Estimated Production Time is the lead time to manufacture a single part. “Total Estimated Production Time” = “Estimated Production Time” MULTIPLE “Qty. Needed”.

Quantity on Hand

In Master Planner, the Quantity on Hand equals to the sum of quantities for the item from all associated locations that has the “Count in Inventory” setting set to “Y”. Certainly, you can set “Count in Inventory” as “N” if those quantities are in inspection or are considered as damaged.  Also, some companies will put inventory that has been reserved against future orders into this kind of location, so as not be counted in inventory.  

Coverage Code

A drop down window with these possible values:

1. None – Master Planner will not suggest any replenishment orders.  Purchase orders or production work orders must be created manually without any Master Planner prompting, and as a result, PO or PWO action messages will NOT display on the Master Planner screen.
2. Min-Max – this feature will generate a suggested replenishment on the Master Planner screen when the quantity on hand falls below the Minimum on Hand. Please note, if there are both order requirement and minimum on hand requirement, Master Planner will consider both and deliver a message with combination source “Min/Max + Order”.
3. Requirement – this feature will generate a suggested replenishment order when a requirement (from a sales order, opportunity, or BOM requirement from a higher level production work order) comes into being.  Master Planner will ignore any minimum quantity or standard order quantity.
4. Manual – Master Planner will not suggest any replenishment orders.  Purchase orders or production work orders must be created manually without any Master Planner prompting, and as a result, PO or PWO action messages will NOT display on the Master Planner screen.

Minimum on Hand

Falling below this amount for the Qty on hand, coupled with a coverage code = “Min/Max” will result in a replenishment order suggestion from Master Planner.

Standard Order Quantity

When a replenishment order is suggested by Master Planner, this will be the minimum quantity ordered. Certainly, you can order more than this quantity.

Item Type

This field has two possible values:

1. Item – this means that it is a purchased item, and has no bill of material (BOM) for it.
2. BOM- this means that the item is an assembly, a make part, a class of material that has components.

BOM Type

This field has two possible values:

1. If the item type = “BOM” and the BOM type = “BOM-non phantom”, then this is a regular manufactured item.  This means that there can exist a bill of materials (BOM) for this item and a production work order will be suggested when coverage code rules are invoked via the Master Planner.
2. If the item type =“BOM” and the BOM type = “BOM-phantom”, then the system will “explode” the bill of materials THROUGH this item and suggest replenishment orders for the items on the bill of materials.  This type of bill is used typically for kits.  The item itself never gets manufactured; it merely serves as a placeholder for the components, which get picked/packed/shipped and appear on the pick/pack list.  The components would appear on the Master Planner, and the rules for their replenishment order suggestions will be according to their item master information.