How to Aggregate Sales Orders

Let’s take a couple of the BOM’s above, starting with Gear Fitment as the one that has multiple sales order requirements (to keep the BOM structure simple).  Multiple SOs –  qty=5, ship date=6/1/2011 (SO-00106), qty=70, ship date = 6/15/2011 (SO-00107), qty=200, ship date = 6/30/2011 (SO-00108).  Let’s also change the suggested vendor from Zebra to Ace on G2X.

Run Master Planner (remember, there will already be POs for the purchase items from our last exercise).

Master Planner shows the three SO requirements for Gear Fitment above and in the allocations/requirements grid.  Additionally, MP is suggesting a quantity of 265 for the PWO.

Now, let’s select CREATEPWO for Gear Fitment and see what it does:

MP tells us that it created a PWO for 265 (correct, since the aggregate requirements for Gear Fitmen is 34 + 5 + 70 + 200 MINUS the PWO that was already created for it before, 44) and it is suggesting another PWO for G2 for 265, as well as POs for G1 and G2Y for Zebra (same default vendor) and G2X for Ace Industries (different default vendor).  The quantities are for 221, since I already have POs for qty=44 from before.

Let’s now select Create PO/PWO for Selected Items and see what happens:

First PO for G2X for Ace at qty=221.

Second PO for G1 and G2Y for qty=221 each.

Please note that these are all on-line displays.  If reports are required, they would have to be developed.