A table of all fields that display on the Master Planner page is noted below.
Master Planner Filtering Fields:
Action: You can make Master Planner only show PWO or PO.
Requested Date: You can make Master Planner only show suggested PWOs or POs with requested dates less than/ equals to/ greater than a specific date.
Delivery Date: You can make Master Planner only show suggested PWOs or POs with delivery dates less than/ equals to/ greater than a specific date.
Master Planner Fields
Field Name |
Field Description |
Item |
Item identifier |
Item Description |
Item description from the Item Master |
Item Type |
Item type from the Item Master (BOM/ ITEM) |
Requested Date |
It is calculated by Master Planner.
|
Delivery Date |
It is calculated by Master Planner.
|
Vendor |
Default vendor from the Item Master |
Req. Quantity |
This is the quantity that, based on the Coverage Code, the Master Planner function will recommend. |
Source |
The source of the requirement could be as a result of satisfying the min/max criteria (a combination of hitting the minimum quantity plus having the coverage code = “min/max”), a requirement of order (if the coverage code=”requirement”) or a combination of both. In addition, if the item in question has an item/location record, and there exists a minimum value for the item/location, Master Planner will generate separate suggested replenishment orders for each location. If there are two suggested replenishments for an item, each for a different location, clicking Create PO will create two purchase orders for that item, each for a different location, even though the default vendor would be the same. The purchase order would have the delivery to address equal to the address housed on the location record. |
Action |
This field has 3 possible values: 1) Create PWO. If the item type = “BOM” and the BOM type = “BOM-non phantom”, then this is a regular manufactured item. This means that there is 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. You can then click on “Create PWO” and the system will create a production work order and take you to a screen that will allow you to modify it. 2) Create PO. There two situations that can trigger Master Planner to give you “Create PO” action. First, if the item type – “item” then the system will suggest a purchase order be created to satisfy the requirement. From here, you can click on “Create PO” and Ascent will create a purchase order for you and bring you to a screen that will allow you to modify the purchase order. Second, if the item type is “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 placed holder for the components, which get picked/packed/shipped and appear on the pick/pack list. The components would appear on the Master Planner first screen, and the rules for their replenishment order suggestions will be according to their item master information. Usually, we purchase components, so Master Planner will generate “Create PO” for BOM-phantom components. Third, if the item type is “BOM-non phantom”, and the “suggest PO for Master Planner?” is turned on, then Master Planner will deliver a “Create PO” action message for this BOM-non phantom item when there is a request. It seems The following situations might happen: you have no capacity to manufacture this BOM-non phantom for some reason, then you have to buy it from vendors for a particular time period; or compared the costs between producing it and buying it, you choose to buy your BOM-non phantom items. Ascent considers those situations and offers users a new option: Suggest PO for BOM-non phantom. 3) Blank This value is only for BOM-phantom top level item. As explained above, the item itself never gets manufactured, so Master Planner will display it but leaves the action field blank. |
Allocations/Requirements Grid Fields
A table of all fields that display on the Master Planner function on the Allocations/Requirements Grid is noted below.
Field Name |
Field Description |
Include opportunities |
This field allows the planner the capability of including opportunities in the Master Planner. It has several options:
|
Item Name |
Item identifier |
Available to Promise |
This is equal to the quantity on hand MINUS the quantity left to ship on sales orders. However, there is an option that can be enabled in Custom Settings called “Include Quotes in ATP” and “Include Opps in ATP”, and setting them would allow inclusion of those quantities into the ATP calculation. |
Allocated Quantity |
This is the sum of all sales order line quantities remaining to be packed/ shipped PLUS the sum of BOM depletion items on open work orders. |
Quantity on Hand |
This is equal to the quantity on hand at the item master level, NOT INCLUDING any inventory that is in a location that has the “Count in Inventory” setting set to “N”. |
Inventory Value |
Quantity on Hand TIMES Cost from the item master. |
YTD Usage |
Sum of all sales order shipment quantities year to date |
PY Usage |
Sum of all sales order shipment quantities last year. |
Reserved Quantity |
This is the quantity reserved coming from all opportunity line items. |
Quantity on Order |
Sum of all open purchase order line quantities |
Coverage Code |
Refer to Coverage Code above |
Type |
This would be the type of allocation or requirement.
|
Order |
The number that corresponds to the type referenced above. |
Account |
The vendor or customer account name. |
Status |
The status of the order. Statuses are:
|
Date |
Based on the type:
|
U.M. |
Unit of Measure |
Quantity |
Quantity referenced on the order for this type. |
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. |
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