Archive:User Manual 2.3/Materials Requirement Planning (MRP)
Contents |
Transactions
Manufacturing Plan
| Create a comprehensive work requirement in order to request materials over a specified time period. |  |
Header
Create and edit a manufacturing plan.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner: | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Business Partner Category: | A classification of business partners based on defined similarities. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Document Date: | The time listed on the document. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Planner: | The person in charge of making an MRP plan. | |
| Product: | An item produced by a process. | |
| Product Category: | A classification of items based on similar characteristics or attributes. | |
| Lead Time: | The amount of days in advance an item an item needs to arrive. | |
| Time horizon: | The number of days of the production process. |
Process Buttons:
| Create Materials Requirement: | ||
| Create Work Requirement: | ||
| Process Manufacturing Plan: |
Lines
Add products to be included in your plan. Each product is shown on its own line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Fixed: | A means of locking the header tab so it will not be affected if a specified process is run again. | |
| Manufacturing Planification: | ||
| Needed qty.: | ||
| Organization: | Organizational entity within client. | |
| Planned Date: | The date when a transaction will occur. | |
| Planned Date Order: | The date when an order will be carried out. | |
| Process Plan: | A guide stating how a certain item must move through the transformation process. | |
| Product: | An item produced by a process. | |
| Quantity: | The number of a certain item. | |
| Report Set: | A means of grouping reports in order to view and print summary and individual information. | |
| Requisition Line: | ||
| Sales Forecast Line: | ||
| Sales Order Line: | A unique and often automatically generated identifier for a sales order line. | |
| Total Movement Quantity: | The final quantity to be moved based on the related business process. | |
| Transaction Type: | A distinct set of characteristics or processes. | |
| Work Requirement: | An order authorizing the production of a specific product and product quantity. |
Process Buttons:
| Recalculate Dates/Quantities: |
Purchasing Plan
| Create a comprehensive and organized plan to request purchases over a specified time period. |  |
Header
Create and edit a purchase plan.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner: | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Business Partner Category: | A classification of business partners based on defined similarities. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Document Date: | The time listed on the document. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Planner: | The person in charge of making an MRP plan. | |
| Product: | An item produced by a process. | |
| Product Category: | A classification of items based on similar characteristics or attributes. | |
| Purchase Planification: | ||
| Lead Time: | ||
| Time Horizon: | ||
| Vendor: | A business partner who sells products or services. |
Process Buttons:
| Create Purchase Orders: | ||
| Recalculate stock: | ||
| Process Purchase Plan: |
Line
Add products to be included in your plan. Each product is shown on its own line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner: | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Client: | Client for this installation. | |
| Completed: | ||
| Fixed: | A means of locking the header tab so it will not be affected if a specified process is run again. | |
| Needed qty.: | ||
| Organization: | Organizational entity within client. | |
| Planned Date: | The date when a transaction will occur. | |
| Planned Date Order: | ||
| Product: | An item produced by a process. | |
| Purchase Planification: | ||
| Purchase Planification Line: | ||
| Quantity: | The number of a certain item. | |
| Requisition line: | ||
| Sales Forecast Line: | ||
| Sales Order Line: | A unique and often automatically generated identifier
for a sales order line. | |
| Total Movement Quantity: | The final quantity to be moved based on the related business process. | |
| Transaction Type: | A distinct set of characteristics or processes. | |
| Work Requirement: | An order authorizing the production of a specific product and product quantity. |
Requisition
| Create requests for the procurement department to buy necessities items based on your defined plan. |  |
Header
Create a requisition for procurement.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner: | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Client: | Client for this installation. | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Description: | A space to write additional related information. | |
| Document No.: | An often automatically generated identifier for all documents. | |
| Organization: | Organizational entity within client. | |
| Price List: | A catalog of selected items with prices defined generally or for a specific partner. | |
| Requisition: |
Lines
Add products to be included in your requisition. Each product is added by creating a line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Due Date: | The date when a specified request must be carried out by. | |
| Line Net Amount: | The final amount of a specified line, based only on quantities and prices. | |
| List Price: | ||
| Organization: | Organizational entity within client. | |
| Price Limit: | The lowest price a specified item may be sold for. | |
| Product: | An item produced by a process. | |
| Quantity: | The number of a certain item. | |
| Requisition: | ||
| Requisition line: | ||
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Standard Price: | The regular or normal price of a product in the respective price list. |
Sales Forecast
| Create and edit sales forecasts over a specified time period in order to help plan necessary purchases. |  |
Header
Create a sales forecast.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner: | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Document Date: | The time listed on the document. | |
| Organization: | Organizational entity within client | |
| Sales Forecast: |
Lines
Add products to be included in your sales forecast. Each product is added by creating a line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Organization: | Organizational entity within client. | |
| Planned Date: | The expected or provisional date when a transaction will occur. | |
| Product: | An item produced by a process. | |
| Quantity: | The number of a certain item. | |
| Sales Forecast: | ||
| Sales Forecast Line: |
Setup
Planner
| Define the entity in charge of managing the purchase or production of specific products.
|  |
Planning Method
| Define how transaction types will be dealt with in the application. |  |
Header
Create a planning method.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Planning Method: |
Lines
Add transactions to be included in your plan. Each transaction is shown on its own line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Days from: | ||
| Days to: | ||
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Planning Method: | ||
| Planning Method Line: | ||
| Transaction Type: | A distinct set of characteristics or processes. | |
| Weighting: |
Category: User Documentation Legacy ERP