30 Generate a Parts Plan

This chapter contains this topic:

30.1 Generating a Parts Plan

Navigation

From Equipment/Plant Management (G13), choose Maintenance Planning

From Maintenance Planning (G1322), choose Material Planning

From Material Planning (G1323), choose Plan Generation

You can generate a parts plan to assist you in planning parts and materials requirements for work orders. When you generate a parts plan, the system compares the parts inventory you have on hand with the parts needed for work orders. The system determines parts requirements for actual work orders, such as work orders generated for corrective maintenance, and forecasted (planned) work orders.

Based on this comparison, the system determines the availability of the parts needed for work orders. The system also generates messages that you can review to ensure that the right parts are available when they are needed. The messages include the following recommendations:

  • Which parts and materials you should order

  • When you should place orders for parts

  • What quantity you should order

  • Whether you should cancel, defer, expedite, or increase existing orders

You use processing options to define a planning horizon for the parts plan. A planning horizon refers to the period for which a plan applies and how the period is ordered for display purposes. For example, you can generate a parts plan with a six-month planning horizon ordered as follows:

  • Days - 14

  • Weeks - 7

  • Months - 4

You can include up to 52 periods in a planning horizon.

When you review part availability by time, the system uses the planning horizon as the basis for the parts projection information it displays.

When you run Plan Generation, the system displays Processing Option Revisions before submitting the job for processing.

After you select the appropriate processing options, the system displays a message that the job was submitted to batch.

30.1.1 Before You Begin

  • Verify that you have purchased and installed the following systems. You must have installed these systems to be able to generate a parts plan:

    • · System 30 - Product Data Management

    • · System 31 - Shop Floor Control

    • · System 34 - Material Planning

    • · System 40 - Inventory Base and Order Processing

    • · System 41 - Inventory Management

    • · System 43 - Procurement

  • Verify that the workday calendar has been set up for the time period for which you want to generate the parts plan. If your parts planning requires order lead time, you must account for backward and forward scheduling to accommodate the lead time. See Section 39.2.3, "Setting Up the Workday Calendar".

30.1.2 What You Should Know About

Topic Discussion
Deleting previous planning messages Every time you generate a parts plan, the system deletes all previous messages regarding parts availability. The system also deletes all detail messages for the parts you specify, except:
  • Messages you direct the system to hold

  • Messages you enter manually

See Section 31.3, "Working with Parts Detail Messages"for more information about holding messages or entering messages manually.

Inventory item balance records In order for the system to include an inventory part when the system calculates part availability, the inventory part must have an item balance record.

See Appendix A, "Inventory Concepts and Setup"for more information about inventory records.

Inventory commitments Work order commitments are determined by the work order activity rules. The Commit field is used to determine if inventory is committed at a specific status. Inventory is automatically committed when the status is changed on the work order to a commit status. Hard and soft commitments are determined by the hard/soft commitment flag in the manufacturing constants.
Ensuring accurate planning information To ensure accurate information when you generate a parts plan, other system users should not access programs that use inventory or planning tables.

See Also: