Understanding Parts Plans

Use the parts plan to review the availability of required parts. When you generate a parts plan, the system generates messages that you should review to identify various parts planning needs. For example, you review parts messages to determine the quantity needed of a particular part at a future date. You can also direct the system to create purchase orders for parts that are currently not on hand but needed for the future.

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 that you have on hand with the parts that are needed for work orders. The system determines parts requirements for actual work orders, such as work orders that are generated for corrective maintenance and forecasted (planned) work orders.

Based on this comparison, the system determines the availability of the parts that are 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 these 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. You can include up to 52 periods in a planning horizon. For example, you can generate a parts plan with a six-month planning horizon ordered as:

Days: 14
Weeks: 7
Months: 4

When you review parts availability by time, the system uses the planning horizon as the basis for the parts projection information that appears.

When you use processing options for generating a parts plan:

JD Edwards EnterpriseOne Plant and Equipment Management users set the Generation Mode field to 2 (gross regeneration).
JD Edwards EnterpriseOne Plant and Equipment Maintenance users set the Generation Type field to 4 (MRP with or without MPS).
JD Edwards EnterpriseOne Plant and Equipment Maintenance users select the default value, QT, in the UCD Type field. This UDC table contains all quantity types.

Every time that you generate a parts plan, the system deletes all of the previous messages regarding parts availability. The system also deletes all of the detail messages for the parts that you specify, except messages that you enter manually and messages that you direct the system to hold.

Note: For the system to include an inventory part when the system calculates part availability, the inventory part must have an item balance record.

To ensure accurate information when you generate a parts plan, other system users should not access programs that use inventory or planning tables. When you run the Plan Generation program, the processing options appear before submitting the job for processing.

When the system generates a parts plan, it updates several forms and generates a variety of messages. You can review these forms and messages to plan the parts requirements for the maintenance tasks. The forms and messages include these types of information:

Form	Types of Information
Planning family	You can view messages by planning family or individuals within a planning family. You use planning families to group individuals who are responsible for parts. For example, you can review messages pertaining to: Parts for which the maintenance planning family is responsible. Parts for which only the buyer is responsible.
Inventory parts details	You can review parts detail messages when you want to review detailed ordering information about a particular part. The messages include recommendations about when you should order the part. In addition, you can review: Inventory locations where the part is needed. Required dates. Part suppliers. After you review the messages, you can take appropriate action on the messages.
Inventory parts availability by time	You can review the activity affecting the availability of an inventory part over a time period that you specify. You can review the activity in daily, weekly, or monthly increments. Activity that affects availability includes: Beginning available amounts. Supplies that are created by purchase orders. Demands that are created by maintenance work orders.
Supply and demand	You can review detailed supply and demand information for a particular part. For example, you can review detailed information about a work order that creates a demand for a part or a purchase order that creates a supply for a part.
Component parts	You can review component part information when you want to review all of the standard parts lists (or bills of material) for which a component part is used.
Parts cross-reference	You can review parts cross-reference information when you want to determine which parts can be used as substitutions or replacements for parts that are not available. You can also review substitute suppliers.