This chapter contains these topics:
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| PROCESS CONTROL: | |
| 1. Enter the Forecast Type for creating actuals. | |
| 2. Enter the date range for creating actuals and summarized forecasts:
a. From Date (Required) b. Thru Date (Optional) |
|
| 3. Enter the version of Supply/Demand Inclusion Rules to be used for processing. | |
| 4. Enter a '1' to specify weekly buckets.
If left blank, monthly buckets will be used. |
|
| 5. Enter a '1' to extract sales orders from F4211 as well as F42119.
If left blank, sales orders are extracted from only the sales order history file (F42119). |
|
| SUMMARY RECORDS: | |
| 6. Enter a '1' to create summary records for large customers (ABC Type = 'A'). | |
| 7. Enter a '1' to base the large customer summary on the 'Ship To' address. If left blank, the 'Sold To' address will be used. | |
| SUMMARY FORECASTS: | |
| 8. Enter a '1' to create summarized forecast records as well as detail forecast records or a '2' to create only the summarized forecast records.
If left blank, only the detail forecast records will be created. |
|
| 9. Enter the Summary Code to be used to create summarized forecasts. | |
| 10. Enter a '1' if you want the Address Book number from the Forecast File to be used to retrieve the Address Book Category Codes.
If left blank, the Cost Center will be used to determine which Address Book number to use to retrieve the Category Codes. |
|
| FISCAL PATTERN: | |
| 11. Enter the Fiscal Date Pattern to use for creating actuals.
If left blank, the pattern specified for company '00000' will be used. The Fiscal Patterns must include a 'Begin Date'. For best results, the pattern must extend to include the last Sales Order History date. |
|
| INTERBRANCH SALES ORDERS: | |
| 12. Enter a '1' to use sales branch instead of supply branch for interbranch sales orders. | |
| 13. Enter the interbranch order type(s).
To specify more than one order type, type them one after the other along this field. (e.g. 'SIS1S2') |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT INFORMATION: | |
| 1. Summary Code | |
| 2. Enter Forecast Types for the following:
a. Forecast b. Actual |
|
| 3. Enter a '1' to display the Quantity format first.
If left blank, the Amount format will be displayed. |
|
| DREAM WRITER VERSIONS:
Enter the version for each program. If left blank, 'ZJDE0001' will be used. |
|
| 4. Summary Revisions (P3400) | |
| 5. Detail Revisions (P3460) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| FORECASTING METHODS:
Enter a '1' by the method(s) desired. |
|
| 1. Percent Over Last Year
a. Enter the percentage of change over last year. For example, use 1.10 for a 10% increase, or 0.97 for a 3% decrease. |
|
| 2. Calculated Percent Over Last Year a. Enter the number of periods to include in the percentage. | |
| 3. Last Year to This Year | |
| 4. Moving Average
a. Enter the number of periods to include in the average. |
|
| 5. Linear Approximation a. Enter the number of periods to include in the ratio. | |
| 6. Least Squares Regression
a. Enter the number of periods to include in regression. |
|
| 7. Second Degree Approximation
a. Enter the number of periods to include. |
|
| 8. Flexible Method (Percent over N periods prior.)
a. Enter the number of periods prior. b. Enter the percent over the prior period. |
|
| 9. Weighted Moving Average
a. Enter the number of periods. b. Weight for one period prior c. Weight for two periods prior d. Weight for three periods prior e. Weight for four periods prior f. Weight for five periods prior g. Weight for six periods prior h. Weight for seven periods prior i. Weight for eight periods prior j. Weight for nine periods prior k. Weight for ten periods prior l. Weight for eleven periods prior m. Weight for twelve periods prior NOTE: Weights must add up to 1. If weights are entered for periods greater than the number of periods to include, they will not be used. If no weight is entered for a period within the number of periods to include, a zero weight will be used for that period. |
|
| 10. Linear Smoothing
a. Enter the number of periods to include in smoothing average. |
|
| 11. Exponential Smoothing
a. Enter the number of periods to include in smoothing average. b. Enter the alpha factor. If left blank, alpha will be calculated. |
|
| 12. Exponential Smoothing with Trend and Seasonality Factors
a. Enter the alpha factor. If left blank, alpha will be calculated. b. Enter the beta factor. If left blank, beta will be calculated. c. Enter a '1' to include seasonality in the calculation. If left blank, seasonality will not be included. |
|
| RECORD TYPES TO USE: | |
| 13. Enter the Forecast Type to use when creating forecasts. | |
| FORECAST TYPE AND RANGE: | |
| 14. Enter a '1' to specify weekly forecasts.
If left blank, monthly forecasts will be generated. |
|
| 15. Enter the date to start forecasts.
If left blank, today's date will be used. |
|
| 16. Enter the number of periods to forecast.
If left blank, three periods will be used. |
|
| 17. Enter the number of periods of actual data to be used to calculate the Best Fit forecast.
If left blank, three periods of data will be used. |
|
| 18. Enter a '1' to calculate best fit using Mean Absolute Deviation.
If left blank, Percent of Accuracy will be used. |
|
| 19. Enter a '1' to run the report in Final mode.
If left blank, the report will run in Proof mode. |
|
| 20. Enter a '1' to allow negative values to be written.
If left blank, negative values will be written as zeroes. |
|
| FISCAL DATE PATTERN: | |
| 21. Enter the Fiscal Date Pattern Type to use for forecast dating.
If left blank, the type specified for company '00000' will be used. (See Company Names-Fiscal Patterns 'P00105' for more information). |
|
| BEST FIT AMOUNTS/QUANTITIES: | |
| 22. Enter a '1' to calculate Best Fit using amounts.
If left blank, quantities will be used to calculate Best Fit. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES : | |
| 1. Primary Unit of Measure
(Blanks=EA) |
|
| 2. Weight Unit of Measure
(Blanks=LB) |
|
| PROCESS CONTROL : | |
| 3. Specify the from and thru dates to be used for effective dates in the Item Notes File :
From Date (Blank = System date) Thru Date (Blank = 12/31 with the year = to the default value for the data dictionary item Century Change Year (#CYR)) |
|
| 4. Enter a '1' for each additional Item Master information screen to display when performing an add or change.
If blank, the screen will not display. Classification Codes Cost Revisions (Conditional) Price Revisions (Conditional) Units & Measures Manufacturing Values Bulk Product Information UCC Codes & UOMs Lot Processing |
|
| 5. Enter a '1' to use the window version of the screens selected above.
If left blank, the full screen versions will be displayed. |
|
| 6. Enter a '1' to automatically call the Item Branch Program (P41026) when adding a new item number and return to the Item Master Screen.
Enter a '2' to call the Item Branch program automatically and remain on the Item Branch Screen. If left blank, the Item Branch Program will not be called. |
|
| GLOBAL UPDATE: | |
| 7. Enter a '1' to transfer changes made to the 2nd (LITM) and the 3rd (AITM) item numbers to the Item Branch (F4102) item records.
(F19 from Item Master Revisions allows you to update other files). or Enter a '2' to transfer changes to records in the selected files (see User Defined Codes 40/IC). Press F1 to display the selected files. |
|
| DREAM WRITER VERSIONS:
Enter the version to be used for each program. If left blank, ZJDE0001 is used. |
|
| 8. Item Availability (P41202) | |
| 9. Item Branch (P41026) | |
| 10. Product Catalog Detail (P41903) | |
| DRAWING INFORMATION: | |
| 11. Enter a '1' to protect item drawing information from update. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| INVENTORY VALIDATION: | |
| 1. Enter a '1' to validate for an existing Branch/Item record. | |
| DREAM WRITER VERSIONS:
Enter the version for each program. If left blank, 'ZJDE0001' will be used. Note: Options 2 and 3 are used ONLY to set Printer Overrides. |
|
| 2. Single-Level BOM Print (P30410) | |
| 3. Multi-Level BOM Print (P30415) | |
| 4. ECO Workbench (P30225) | |
| 5. Component Maintenance (P3015) | |
| DREAM WRITER VERSION FROM WINDOW: | |
| 6. Enter the version of ECO Revisions (P48020) to call from the Revisions Window (P30BREV).
If left blank, version 'ZJDE0001' will be used. |
|
| COMPONENT BRANCH: | |
| 7. Enter a '1' to change the Component Branch (Additions Only) to that which is displayed at the top of the screen. | |
| FIELD DISPLAY: | |
| 8. Enter a '1' by the following fields to activate them:
Bill Type Batch Quantity |
|
| DEFAULT VALUES: | |
| 9. Bill Type (Optional) | |
| DATE EFFECTIVITY: | |
| 10. Enter a date to default into the As of Date or '*' to display all dates.
If left blank, the system date will be used. |
|
| COMPONENT SEQUENCING: | |
| 11. Enter the sequence to be displayed:
1 - Component Line Number 2 - Operation Sequence Number Note: If left blank, components will be sequenced by Component Line Number. |
|
| REVISION LEVEL CONTROL: | |
| 12. Enter a '1' to protect Component Revision Level from update. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| BUCKET INFORMATION: | |
| 1. Enter the Start Date.
If left blank, the system date will be used. |
|
| 2. Enter the number of past due periods (0-2).
If left blank, there will be no past due periods. |
Set to 2 if using Planning Fence Rule H. |
| 3. Enter the planning horizon periods (maximum of 52 periods):
Days (e.g. 5 ) Weeks (e.g. 25) Months (e.g. 6 ) |
Maximum of 52 including Past Due buckets |
| PROCESSING CONTROL: | |
| 4. Enter the Generation Mode:
1 = Net Change 2 = Gross Regeneration |
|
| 5. Enter the Generation Type:
1 = Single Level MPS/DRP 2 = Planning Bill 3 = MRP 5 = MRP with Frozen MPS |
|
| PHANTOM ITEMS: | |
| 6. Enter a '1' to generate messages and time series records for phantoms. | |
| ON HAND ADJUSTMENTS: | |
| 7. Enter a '1' to decrease beginning available by safety stock quantity. | |
| 8. Enter the lot hold codes (up to 5) to be considered on hand, or enter an '*' to consider all held lots as on hand.
If left blank, held lots will not be considered on hand. |
|
| 9. Enter a '1' by the following Receipt Routing quantities to be considered on hand.
Quantity in Transit Quantity in Inspection User Defined Quantity 1 User Defined Quantity 2 Note: Any quantity not included will be placed in the On Receipt bucket. |
|
| DAMPER DAYS: | |
| 10. Enter the Defer Damper days, (no defer message if less than 'X' number of days). | |
| 11. Enter the Expedite Damper days, (no expedite message if less than 'X' number of days). | |
| SAFETY LEADTIME: | |
| 12. Enter the purchased item lead time days. | |
| 13. Enter the manufactured item lead time days. | |
| FORECASTING INFORMATION: | |
| 14. Enter up to five forecast types:
Forecast Type 1 Forecast Type 2 Forecast Type 3 Forecast Type 4 Forecast Type 5 |
|
| 15. Enter the Forecast Type for MPS to create when using Planning Bills. | |
| RATE BASED SCHEDULING INFORMATION: | |
| 16. Enter the Schedule Type for rate based items.
If left blank, 'SC' will be used. |
|
| 17. Enter a '1' to extend rate based adjustments to lower level items. | |
| 18. Enter status code used to denote closed rates.
If left blank, 99 will be used. |
|
| 19. Enter a '1' to include Past Due Rates as a supply. | |
| PURCHASE ORDER INFORMATION: | |
| 20. Enter the Document Type for purchase orders.
If left blank, 'OP' will be used. |
|
| WORK ORDER INFORMATION: | |
| 21. Enter the Document Type for work orders.
If left blank, 'WO' will be used. |
|
| 22. Enter the Work Order Status at which messages will no longer be exploded to lower level items.
If left blank, all messages will be exploded to lower level items. |
|
| INCLUSION RULES: | |
| 23. Enter the Version of Supply/Demand Inclusion Rules to be used. | |
| PERFORMANCE ISSUES: | |
| 24. Enter a '1' to initialize the MPS/MRP Print Code. This code is used for selecting records during the MPS/MRP print.
(See glossary for MRPD.) Note: If left blank, the run time of the generation will be reduced. |
|
| 25. Enter the User Defined Code Type that contains the list of quantity types to be calculated & written to the Time Series file (F3413). User Defined Code 34/QT contains a master list of quantity types that can be written and will be used as the default. | |
| 26. Enter a '1' to completely clear the material planning files (messages, pegging, and time series) prior to the generation or a '2' to retain manual remarks (type M messages) while clearing the files.
Default of blank will not clear files. Note: If a '1' or '2' is entered, files will be cleared without respect to data selection. Clearing the files will improve performance and clean up any bad data in the files. |
|
| PROCESS PLANNING: | |
| 27. Enter a '1' to generate planning in Process Mode.
Note: If left blank, the run time of the generation will be reduced. |
|
| LOT EXPIRATION:
28A. Enter a '1' to consider lot expiration dates in calculations. 28B. Enter optional date to be used for expiration calculations when processing option 28A = '1'. If left blank, Lot expiration date will be used. 1 = Sell By Date 2 = Best Before Date 3 = User Defined Date 1 4 = User Defined Date 2 5 = User Defined Date 3 6 = User Defined Date 4 7 = User Defined Date 5 8 = Commitment Date Method from Item/Branch Master. |
|
| FORECAST CONSUMPTION PROCESSING: | |
| 29. Enter a '1' to use Forecast Consumption logic. | |
| ROUNDING: | |
| 30. Enter a '1' to round existing Work/ Purchasing orders suggested quantity to the nearest order transaction unit of measure quantity.
Note: If left blank, no rounding will occur. |