Master Planner

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.

• BOM-NONPHANTOM: it equals “Delivery Date” MINUS “Total Estimated Production Time”. It is the latest start date for PWO of this item.
• BOM-PHANTOM: it equals “Delivery Date” MINUS its components “PO Lead Time”. It is the latest order date for PO of its components.  
• ITEM: it equals “Delivery Date” MINUS its components “PO Lead Time”. It is the latest order date for PO.

Delivery Date

It is calculated by Master Planner.

• BOM-NONPHANTOM: if the item is the top level item of the BOM, then “Delivery Date” will equal related SO ship date; if the item is not the top of BOM, then it will equal its higher level item’s PWO start date.
• BOM-PHANTOM: it equals related SO ship date.
• ITEM: if it is the selling item, the “Delivery Date” will equal to ship date; else the “Delivery Date” will equal to its higher level item’s “Requested Date”.  

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.

Field Name

Field Description

Include opportunities

This field allows the planner the capability of including opportunities in the Master Planner.  It has several options:

1. “with probability greater than”, which allows you to input a value.  If selected, then only those opportunities with a probability greater than the number entered will be selected for display.
2. “with probability equals”, which allows you to input a value.  If selected, then only those opportunities with a probability equal to the number entered will be selected.
3. “with probability greater/equal”, which allows you to input a value.  If selected, then only those opportunities with a probability greater than or equal to the number entered will be selected.

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.

1. Production Work Order – this would be when the item in question is being built on a production work order.
2. Sales Order Line – this is equal to the quantity remaining to be packed and shipped on a sales order line
3. Purchase Order Line – this is equal to the quantity remaining on order on a purchase order line
4. Opportunity Line – this would be the quantity referenced on an opportunity line.  There is a dropdown list and a check box for “Including Opportunities”. You can check the box and consider opportunities in a particular time period.
5. BOM-Production Work Order – this would be when the item in question is one of the components on a production work order.
6. BOM-Sales Order Line – if this component is part of a BOM-non-phantom item’s bill of material, and the BOM-non-phantom item has been ordered on a sales order line, this will be the quantity of the component required to pick to satisfy the BOM-non-phantom line item quantity.

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:

1. In-Progress
2. Open

Date

Based on the type:

1. “Estimated Ship Date” for Sales Order Lines
2. “Due Date” for Purchase Order Lines
3. “Delivery Date” for Production Work Orders

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.