Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Requirements Planning

• JD Edwards EnterpriseOne Requirements Planning Overview
• JD Edwards EnterpriseOne Requirements Planning Integrations
  • JD Edwards EnterpriseOne Inventory Management
  • JD Edwards EnterpriseOne Configurator
  • JD Edwards EnterpriseOne Forecast Management
  • JD Edwards EnterpriseOne Shop Floor Management
  • JD Edwards EnterpriseOne Sales Order Management
  • JD Edwards EnterpriseOne Procurement
  • JD Edwards EnterpriseOne Engineer to Order
• JD Edwards EnterpriseOne Requirements Planning Implementation
  • Global Implementation Steps
  • Requirements Planning Implementation Steps

2 Understanding Requirements Planning

• Requirements Planning Overview
• Requirements Planning Features
  • Resource and Capacity Planning
  • Material Planning Operations
  • Project Requirements Planning (PRP)
  • Supplier Scheduling Systems
• Requirements Planning Tables

3 Understanding Requirements Planning Concepts

• Single-Facility Versus Multifacility Planning
• Single-Level Versus Multilevel Planning
• Master Production Scheduling and Material Requirements Planning
  • MPS and Manufactured Items
  • DRP and Purchased Items
  • What Are the Differences Between MRP and MPS?
• Requirements Planning Outputs
  • Planning Horizons
  • Quantity Types (34/QT)
  • Time Fences and the Time Series
    • MRP Period Calculations Using Planning Fence Rules
    • Time Fence Rules for DRP, MRP, and MPS (UDC 34/TF)
  • Time Series Calculations
    • Ending Available Calculation
    • Available to Promise Calculation
    • Cumulative Available to Promise Calculation
  • Planning Messages
    • Message Types for DRP, MPS, MRP, and RCCP (34/MT)
• Parallel Processing

4 Setting Up Requirements Planning

• Understanding the Setup Requirements for Requirements Planning
• Setting Up Supply and Demand Inclusion Rules
  • Understanding Supply and Demand Inclusion Rules
  • Form Used to Set Up Supply and Demand Inclusion Rules
  • Setting Processing Options for Supply/Demand Inclusion Rules (P34004)
    • WO Types
  • Setting Up Supply and Demand Inclusion Rules
• Setting Up Inventory Management for Requirements Planning
  • Stocking Type
  • Order Policy Rules
  • Lead Times
  • Quantities
  • Understanding Automated Safety Stock Population (Release 9.2 Update)
  • Running the Automated Safety Stock Population Program
  • Setting Processing Options for the Automated Safety Stock Population Program (R3425)
    • Methods
    • Process
  • Forms Used to Review and Update Safety Stock Values
  • Working with Safety Stock Messages
• Setting Up Quantity Type Subsets
  • Distribution Requirement Plan Quantity Type (34/DR)
  • Master Production Schedule Quantity Type (34/MS)
  • Adjusted Values Only (MPS) (34/AS)
  • Unadjusted Values Only (MPS) (34/US)
• Setting Up Multifacility Planning
  • Understanding the Multifacility Planning Setup
  • Form Used to Set Up Multifacility Planning
  • Setting Processing Options for Branch Relationships Revisions (P3403T)
    • Defaults
  • Setting Up Supply and Demand Relationships
• Setting Up Forecast Consumption
  • Understanding the Forecast Consumption Setup
  • Understanding the Customer Address Relationship Setup
  • Prerequisites
  • Forms Used to Set Up Forecast Consumption
  • Setting Up Forecast Consumption Periods
  • Defining Customer Address Relationships
• Setting Up Process Planning
  • Understanding Process Planning Setup
  • Prerequisite
  • Form Used to Set Up Process Planning
  • Setting Up the Co/By Products Planning Table

5 Setting Up Capacity Planning

• Understanding Setup Requirements for Capacity Planning
  • Prerequisite
• Setting Up User-Defined Codes for Capacity Planning
  • Capacity Requirements Planning Display (33/CR)
  • Rough Cut Capacity Planning Display (33/RC)
  • Resource Requirements Planning (33/RR)
  • Unit Types (33/UT)
• Setting Up Work Center Capacity Information
  • Understanding Work Center Capacity Setup
  • Form Used to Set Up Work Center Capacity Information
  • Setting Up Work Center Capacity Information
• Determining Available Capacity
  • Understanding Available Capacity
  • Understanding Resource Units Automatic Generation
    • Resource Unit Calculations
  • Prerequisites
  • Form Used to Determine Available Capacity
  • Generating Resource Units Automatically
  • Setting Processing Options for Work Center Resource Units Generation (R3007G)
    • Defaults
    • Process
  • Setting Processing Options for Work Center Resource Units (P3007)
    • Defaults
  • Revising Resource Units Manually
• Generating Resource Profiles
  • Understanding Resource Profiles
  • Understanding Resource Profile Automatic Generation
  • Prerequisites
  • Form Used to Generate Resource Profiles
  • Running Resource Profile Generation
  • Setting Processing Options for Resource Profile Regeneration (R3365)
    • Process
  • Defining Resource Profiles Manually

6 Setting Up Supplier Release Scheduling

• Understanding Supplier Release Scheduling Setup
• Defining Supplier Contract Information
  • Understanding Supplier Contract Information
  • Prerequisite
  • Form Used to Set Up Supplier Contracts
  • Setting Processing Options for Supplier Schedule Master Revisions (P4321)
    • Versions
    • Defaults
  • Setting Up Supplier Contracts
• Defining Shipment Patterns
  • Understanding Shipment Patterns
  • Forms Used to Define Shipment Patterns
  • Creating Shipment Patterns
  • Revising Shipment Dates
• Defining Supplier Split Percentages
  • Understanding Supplier Split Percentages
  • Form Used to Set Up Supplier Split Percentages
  • Setting Up Supplier Split Percentages

7 Planning Production Capacity

• Understanding Capacity Planning
• Generating Resource Requirements Plans
  • Understanding Resource Requirements Planning
    • Work Centers to Process
    • Branch/plant and Dispatch Group
  • Prerequisites
  • Running Resource Requirements Planning
  • Setting Processing Options for Resource Requirements Planning (R3380)
    • Bucket Info
    • Process
    • Forecast Types
    • UOM
• Validating Resource Requirements Plans
  • Understanding Resource Requirements Plan Validation
    • Resource Requirements Plans
    • Dispatch Groups for RRP
    • Work Center Load for RRP
    • Period Summaries
    • Message Detail
  • Forms Used to Validate Resource Requirements Plans
  • Setting Processing Options for Capacity Message Summary (P3301)
    • Defaults
    • Versions
  • Reviewing Dispatch Groups
  • Setting Processing Options for Capacity Load (P3313)
    • Defaults
    • Versions
  • Reviewing Work Center Loads
  • Setting Processing Options for Period Summary (P3312)
    • Defaults
    • Versions
  • Reviewing Period Summaries
  • Setting Processing Options for Capacity Planning Message Revisions (P3311)
    • Defaults
  • Reviewing Capacity Planning Message Details

8 Planning Material Requirements

• Understanding MRP
• Analyzing Planning Input
  • Understanding Planning Input
    • Item Net Change
  • Prerequisite
  • Form Used to Analyze Planning Input
  • Setting Processing Options for Net Change Review (P3402)
    • Defaults
  • Reviewing Items for Net Change
• Generating Material Requirements Plans
  • Understanding Master Schedules
  • Understanding Net Change Planning Schedules
  • Understanding Material Requirements Planning
    • Bill of Material
    • Low-Level Code
    • Generation Type
    • Frozen Orders
    • Data Selection
    • Requirements Planning for Lot-Controlled Items with Safety Stock
  • Setting Processing Options for MRP/MPS Requirements Planning (R3482)
    • Horizon
    • Parameters
    • On Hand Data
    • Forecasting
    • Document Types
    • Lead Times
    • Performance
    • Mfg Mode
    • Parallel
• Analyzing Planning Output
  • Understanding Planning Output
    • MPS/DRP Time Series
    • MRP Time Series
    • Time Fence Display Codes
    • Planning Family Messages
    • Detail Messages
    • Work Order Output from DRP/MPS/MRP
    • MRP Pegging Demand
  • Prerequisite
  • Forms Used to Analyze Planning Output
  • Setting Processing Options for MPS Time Series (P3413)
    • Defaults
    • Process
    • Versions
  • Reviewing the Time Series
  • Reviewing Messages for a Planning Family
  • Setting Processing Options for MRP/MPS Detail Message Revisions (P3411)
    • PO Info
    • WO Info
    • OT Info
    • Blanket Info
    • Versions
    • Display
  • Reviewing Detail Messages
  • Setting Processing Options for Pegging Inquiry (P3412)
    • Versions
  • Reviewing Pegging Demand
• Processing Planning Output
  • Understanding Planning Output Processing
    • Work Order Messages
    • Purchase Order Messages
    • Purchase Order Consolidation
    • Automatic Message Processing
    • Freeze Codes
  • Understanding MRP Supply and Demand
    • Planning Fence Rule Effect on Supply and Demand Inquiry
  • Forms Used to Process Planning Output
  • Processing Purchase Order Messages
  • Running the MRP/MPS Detail Message Processing Program
  • Setting Processing Options for MRP/MPS Detail Message Processing (R3411)
    • PO Info
    • WO Info
    • OT Info
    • Blanket Info
    • Versions
    • SO Hold
    • PO Hold
    • Subsystem Job
  • Adding a Freeze Code to a Work Order
    • Status & Type
    • (Release 9.2 Update) Automatically Updating Freeze Code Using Work Order Activity Rules
  • Adding a Freeze Code to a Purchase Order
  • Analyzing Supply and Demand

9 Validating Requirements Plans

• Understanding Requirements Plan Validation
• Regenerating CRP/RCCP
  • Understanding Capacity Plan Regeneration
  • Prerequisites
  • Running CRP/RCCP Regeneration
  • Setting Processing Options for CRP/RCCP Regeneration (R3382)
    • Process
• Validating Requirements Plans
  • Understanding the Validation Process
    • Period Summaries
    • Work Center Scheduling Information
    • Rate Schedule and Work Center Load
    • Shop Floor Workbench
  • Prerequisites
  • Forms Used to Validate Requirements Plans
  • Reviewing Work Center Loads
  • Reviewing Period Summaries
  • Setting Processing Options for Operation Dispatch Inquiry (P31220)
    • Defaults
    • Versions
    • Process
  • Reviewing Work Schedules for Production Status
  • Setting Processing Options for Work Center Schedule Review (P31224)
    • Defaults
    • Disp Options (display options)
    • WO Processing (work order processing)
    • Versions
  • Reviewing Rate Schedule and Work Center Loads
  • Reviewing the Shop Floor Workbench for MRP

10 Forecast Consumption

• Understanding Forecast Consumption
• Forecast Consumption Across Multiple Periods
  • Past Due Time Buckets
  • Planning Horizon Time Periods
  • Forecast Consumption Calculation
• Forecast Consumption by Customer
  • Forecast Consumption by Customer Calculation
  • Forecast Consumption by Customer Considerations

11 Working with Multilevel Master Schedules

• Understanding Multilevel Master Schedules
• Setting Up a Feature Planned Percentage
  • Understanding Planning Bills
    • Example: Automobile with Two Engine Options
    • Example: Exploding Planned Orders
  • Form Used to Set Up Feature Planned Percentages
  • Setting Up a Feature Planned Percentage
• Generating a Multilevel Master Schedule
  • Understanding Multilevel Master Schedule Generation
  • Running the MPS Regeneration for Multilevel Schedules

12 Planning for Process and Repetitive Manufacturing

• Understanding Process Manufacturing Planning
  • Batch Planning
• Understanding Repetitive Manufacturing Planning
• Generating a Master Planning Schedule for Batch Bills
  • Understanding MPS Generation for Batch Bills
  • Generating MPS for Batch Bills
• Generating a Master Planning Schedule for Processes
  • Understanding MPS Generation for Processes
  • Prerequisites
  • Forms Used to Generate a Master Planning Schedule for Processes
  • Generating a Master Planning Schedule for Processes
• Generating a Master Planning Schedule for Repetitive Items
  • Understanding MPS Generation for Repetitive Items
  • Prerequisites
  • Forms Used to Generate Master Planning Schedules for Repetitive Items

13 Working with Multifacility Planning

• Understanding Multifacility Planning
• Understanding Multifacility Forecast Consumption
  • Calculations
  • Additional Options for Multifacility Forecast Consumption
• Generating Multifacility Requirement Plans
  • Understanding Multifacility Plan Generation
  • Prerequisite
  • Running the Master Planning Schedule - Multiple Plant Program
  • Setting Processing Options for Master Planning Schedule - Multiple Plant (R3483)
    • Horizon
    • Parameters
    • On-Hand
    • Forecasting
    • Document Types
    • Lead Times
    • Performance
    • Mfg Mode
    • Multi-Facility
    • Parallel
• Validating Multifacility Planning Output
  • Understanding Multifacility Planning Output
    • Branch Relationships
    • Reviewing the Time Series for the Multifacility Schedule
    • Transfer Order Messages for the Multifacility Schedule
  • Forms Used to Validate Multifacility Planning Output

14 Working with Supplier Release Scheduling

• Understanding Supplier Release Scheduling
  • Supplier Release Scheduling Using the Self-Service Portal Workspaces
• Generating Contract-Based Supplier Release Schedules
  • Understanding Supplier Schedule Generation
    • Self-Service Portal Workspaces
  • Understanding Supplier Schedule Revisions
    • Self-Service Portal Workspaces
  • Prerequisites
  • Form Used to Revise Contract-Based Supplier Release Schedules
  • Generating Contract-Based Supplier Release Schedules
  • Setting Processing Options for Supplier Schedule Generation (R34400)
    • Defaults
    • Commitment
    • Adhoc Schedules
    • Process
  • Setting Processing Options for Supplier Schedules Revisions (P34301)
    • Versions
    • Defaults
    • Status Update
  • Revising Contract-Based Supplier Release Schedules
• Entering Ad Hoc Schedules
  • Understanding Ad Hoc Schedules
  • Forms Used to Enter Ad Hoc Schedules
  • Setting Processing Options for Ad Hoc Schedule Revisions (P34302)
    • Defaults
  • Entering Ad Hoc Schedules
• Capturing Supplier Commitments
  • Understanding Supplier Collaboration
    • Commitments
    • Portal Alerts
    • Shortages
  • Forms Used to Capture Supplier Commitments
  • Entering Supplier Commitments for Blanket Schedules Through the EnterpriseOne Collaborative Portal
  • Entering Supplier Commitments for Ad Hoc Schedules
  • Capturing Supplier Commitments Using EDI
• Releasing Supplier Schedules
  • Understanding Supplier Schedule Release Generation
    • Ad Hoc Schedules
  • Prerequisite
  • Running Supplier Schedule Release Generation
  • Setting Processing Options for Supplier Schedule Release Generation (R34410)
    • Defaults
    • Process

15 Requirements Planning Summary and Console

• Introduction to JD Edwards EnterpriseOne Requirements Planning Summary and Console
  • JD Edwards EnterpriseOne Requirements Planning Summary and Console
  • JD Edwards EnterpriseOne Requirements Planning Summary and Console Overview
    • Limitations of JD Edwards EnterpriseOne Requirements Planning Summary and Planning Console
  • JD Edwards EnterpriseOne Requirements Planning Summary and Planning Console Business Process
  • JD Edwards EnterpriseOne Requirements Planning Summary and Planning Console Implementation
    • Requirements Planning Summary and Planning Console Implementation Steps
• Setting Up JD Edwards EnterpriseOne Requirements Planning Summary and Console
  • Understanding the Setup Requirements for JD Edwards EnterpriseOne Requirements Planning Summary and Console
  • Understanding Security Considerations
  • Prerequisites
  • Setting Up Message Type Priority Configurations
    • Understanding Message Type Priority Configurations
    • Setting Up Message Type Priority Configurations
  • Setting Up Critical Component Items
    • Understanding Critical Component Items
    • Setting Up Critical Component Items from an Item/Branch
    • Setting Up Critical Component Items from a Multi-Level BOM
• Managing Supply and Demand Information
  • Understanding Supply and Demand Information
  • Working with Planning Summary
    • Understanding the Planning Summary Program
      • Message Summary Subform
      • Item Summary Subform
      • Viewing Days of Supply
        • Example: Days of Supply Calculation
      • Access to Additional Programs from the Item Summary Subform
    • Prerequisites
    • Setting Processing Options for the Planning Summary Program (P34X100)
      • Defaults
      • Versions
    • Searching for Message and Item Summary Information
    • Reviewing Message Summary Information
    • Reviewing Item Summary Information
  • Working with Planning Console
    • Understanding Planning Console
      • Planning Selection
      • Beginning Inventory On Hand
      • Supply/Demand Details Grid
      • Supply/Demand Charts
        • Item Balance Charts
        • Supply and Demand and Ending Available Charts
      • Create Planned Order
      • Pegging and Parts List Updates
      • Pegging Updates on Restore
      • Freeze Orders
      • Save Plans
      • Implement Plans
      • Informational Messages
      • Item Summary for Other Branch/Plants
      • Critical Component Items
      • Alerts
    • Prerequisites
    • Setting Processing Options for the Planning Console Program (P34X200)
      • Select
      • Defaults
      • Display
      • Process
      • Versions
    • Reviewing Search Criteria for Supply and Demand
    • Defining Beginning Inventory On Hand
    • Working with Item Balance and Supply and Demand Charts
    • Managing Supply and Demand
    • Reviewing Item Summary for Other Branch/Plants
    • Creating Planned Orders
    • Freezing Orders
    • Implementing Plans
    • Reviewing Informational Messages
  • Working with Critical Component Summary
    • Understanding Critical Component Summary
      • Critical Component Grid
      • Item Balance Chart
      • Net Change in Demand
      • Leadtime Notification
    • Prerequisites
    • Reviewing Critical Component Alerts
    • Managing Critical Components
    • Working with Critical Components and Item Balance Charts
  • (Optional) Purging Planning Summary/Console Work Tables
    • Understanding the Planning Summary/Console Work Table Purge
    • Setting Processing Options for the Planning Summary/Console Work Table Purge Program (R34X200P)
      • Select
    • Running the Planning Summary/Console Work Table Purge Program

16 Appendix A - JD Edwards EnterpriseOne Requirements Planning Reports

• JD Edwards EnterpriseOne Requirements Planning Reports
• JD Edwards EnterpriseOne Requirements Planning Reports: A to Z
• JD Edwards EnterpriseOne Selected Requirements Planning Reports
  • R34460 - Supplier Schedule History
  • R34450 - Supplier Schedule Print
  • Processing Options for Supplier Schedule Print (R34450)
    • Process
    • Versions
    • Associated Text

17 Appendix B - Delivered User Defined Objects for Requirements Planning (Release 9.2 Update)

• Requirements Planning Notifications

18 Appendix C - Tables Used by JD Edwards EnterpriseOne Requirements Planning Summary and Console

• Tables Used by JD Edwards EnterpriseOne Requirements Planning Summary and Planning Console Solution