Using Allocations/Requirements Grid

Using Allocations/Requirements Grid

Now, you can click on any of the items shown in the Master Planner screen and be shown the Allocations/ Requirements Grid for it. In the particular example, I clicked item “RED_SHIRT”, and got the following Allocations/Requirements Grid.

By clicking the checkbox next to Include Opportunities (you also have the option to select what types of opportunities – see explanation of “Include Opportunities” above), you will display all opportunities that match the criteria for “Probability options”  and “Probability Value”.

The fields that appear in allocations/requirements grid lines are:

1. Type – the type of requirement

1. Opportunity – an opportunity was created for this item
2. Sales Order Line – a sales order line was entered for this item
3. Purchase Order Line – a purchase order line was entered for this item
4. BOM/Production Work Order – as a result of a production work order for a higher level assembly, this requirement occurred
5. BOM/Sales Order Line – this item is part of a BOM-phantom construct and the requirement is being driven from a sales order line which contains the BOM-phantom.

1. Order  - The number that corresponds to the type referenced above
2. Account - The vendor or customer account name.
3. Status - The status of the order.  Statuses are: In-Progress and Open
4. Date - Based on the type: “Estimated Ship Date” for Sales Order Lines, “Due Date” for Purchase Order Lines and “Delivery Date” for Production Work Orders
5. U.M – Unit of Measure
6. Quantity – quantity referenced on the order for this type
7. Inventory Amount - This is a running accounting of the potential inventory position.  The first line “Inventory Amount” is calculated by taking the “Quantity on Hand” field PLUS/MINUS the “Quantity” on the first line.  All subsequent “Inventory Amount” fields are calculated by taking the previous “Inventory Amount” PLUS/MINUS the “Quantity” field on the current line. The values in Inventory Amount column are cumulated values.