Creating Planned Orders
To create planned orders:
Access the Planning Console form.
Form Name
Form ID
Navigation
Planning Console
W34X200A
Click the Item No. link in the Item Number field of the Item Summary grid in the Planning Summary program (P34X100).
DRP Daily Operations (G3411) or MRP Daily Operations (G3413).
Select Planning Console (P34X200).
Create Planned Order
W34X240A
Click the Create Planned Order button in the Supply/Demand Details group.
Select the Create Planned Order option on the Form menu.
On the Planning Console form, review the search criteria and define the beginning inventory on hand, as applicable.
Review the supply and demand orders in the Supply/Demand Details grid in the Supply/Demand Details group.
Click the Create Planned Order button to create supply orders, such as work orders, purchase orders, and transfer orders.
Review the following fields in the Order Details group on the Create Planned Order form:
Item Number
Stocking Type
Branch/Plant
The system passes the item number and branch/plant information to the Create Planned Order form from the Planning Console form. The system also populates the stocking type for the item from the Item/Branch record.
- Stocking Type
Displays a user-defined code (41/I) that indicates how you stock an item, for example, as finished goods or as raw materials. The following stocking types are hard-coded and you should not change them:
Phantom item
Bulk floor stock
Configured item
Emergency/corrective maintenance
Feature
Kit parent item
The first character of Description 2 in the user-defined code table indicates if the item is purchased (P) or manufactured (M).
Complete the fields in the Order Details group on the Create Planned Order form, as applicable:
Order Type
Displays the default order type that the system retrieves from the program versions specified on the Versions tab of the MRP/MPS Detail Message Process program (R3411). The system uses the version of the MRP/MPS Detail Message Process program specified in the Process Message Version (R3411) processing option on the Process tab of the Planning Console program.
For work orders, the system retrieves the order type from the version of the Manufacturing Work Order Processing program (P48013) specified in the Enter the version of WO Entry (P48013) to be used processing option.
For purchase orders, the system retrieves the order type from the version of the Purchase Order Entry program (P4310) specified in the Enter the version of Purchase Order Entry (P4310) to be used processing option.
For rate scheduled items, the system retrieves the order type from the version of the Rate Schedule Revisions program (P3109) specified in the Enter the version of Rate Schedule Revisions (P3109) to be used processing option.
For transfer orders, if the Transfer Order option is selected, the system retrieves the order type from the version of the Transfer Order Entry program (P4210) specified in the Enter the version of Transfer Order Entry (P4210) to be called processing option.
Request Date
This is a required field.
Quantity
This is a required field.
UOM (unit of measure)
This is a required field.
If this field is blank, then the system populates the field with the primary UOM.
Complete the following fields in the Additional Details group, as applicable:
- Start Date
Enter the start date for the order. You can enter this date manually, or have the system calculate it using a backscheduling routine. The routine starts with the required date and offsets the total lead time to calculate the appropriate start date.
For purchase orders, the system hides the Start Date field.
For rate orders, the system uses the system date if the date fields are left blank on the Create Planned Order form. The Start Date maps to the From Date in the Enter/Change Rate Schedule program (P3109), and the Request Date maps to the Thru Date in the Enter/Change Rate Schedule program.
The system enables this field for manufactured items with a planning stocking type M.
- Effective Date
Enter the date on which a lot becomes available. The system uses this date for availability and commitment processing to indicate that the lot is available on or after the date that you specify. You must complete this field when inventory first becomes an on-hand quantity for the lot. If you leave this field blank, the system calculates the effective date of the lot by using the value for Effective Days in the Item Branch File table (F4102) or the current date if the value for Effective Days is zero.
If this field is left blank, then the system populates the effective date based on the request date and the lead time from the F4101 table. The system uses the Manufacturing Effective Days (lot effective default days) field for an M stocking type and the Purchasing Effective Days field for a P stocking type on the Lot Processing tab of the Item Master Revisions form.
- Supplier
Enter the address book number of the preferred provider of this item.
The system enables this field for purchased items with a stocking type of P.
This is a required field for purchased items.
- Project Number
Enter a number that identifies an Engineer to Order project in the system. The project must be set up in the Add/Revise Project program (P31P011).
The system enables this field for manufactured items associated with a project that has a special handling code of P in UDC 40/I.
If you enter a project number in this field, then Source Demand is a required field.
- Source Demand
Enter a number that identifies the demand order that generated the project replenishment message.
The system enables this field for manufactured items associated with a project that has a special handling code of P in UDC 40/I.
This is a required field if a project number was entered in the Project Number field.
If you enter a value in this field, then the Project Number is a required field.
- Production Number
Enter an alphanumeric value that provides the ability to associate supply transactions to a demand transaction. The production number is a 30-digit alphanumeric value that the system generates. The production number is based on user-defined segments and segment values. To maintain a unique identifier, the system concatenates the production number short to the system-generated production number.
The production number can also be a user input value that is different from the system-generated value. If the user inputs a value for the production number, then the system does not concatenate the production number short to the production number.
A production number is generated or entered at the time of sales order entry or forecast entry. Material requirements planning (MRP) populates all messages generated from this demand with the production number. All transactions associated with the production number can be managed through the Production Number Workbench program (P34403).
The system enables this field for manufactured items that are production-controlled.
Complete the following fields in the Transfer Order group, as applicable:
- Transfer Order
Select the Transfer Order option to create transfer orders.
- Supply Branch
Enter a code that represents a high-level business unit. Use this code to refer to a branch or plant that might have departments or jobs, which represent lower-level business units that are subordinate to the branch/plant. For example:
Branch/Plant (MMCU)
Dept A (MCU)
Dept B (MCU)
Job 123 (MCU)
Business unit security is based on the higher-level business unit.
Supply Branch is a required field if you select the Transfer Order option.
Note: If a value exists in the Supply Branch field for a planned transfer order, then the system automatically generates the corresponding demand record for the supply branch. The system uses UDC value 545 (Planned Transfer Orders) in UDC 34/S1.Click Save.
The system saves the order, updates the F34X200W table, refreshes the Supply/Demand Details grid, and refreshes the Supply and Demand and Item Balance charts.
The system returns to the Planning Console form.