Understanding the Setup Requirements for Requirements Planning

You must complete setup tasks to define the information that the system uses prior to using material and capacity planning. You set up information in JD Edwards EnterpriseOne Inventory Management, JD Edwards EnterpriseOne Product Data Management, JD Edwards EnterpriseOne Shop Floor Management, JD Edwards EnterpriseOne Sales Order Management, and JD Edwards EnterpriseOne Requirements Planning.

Setup includes such tasks as defining user-defined codes (UDCs), order policy rules, and supply and demand inclusion rules. Requirements Planning uses setup information to determine how to select and display data.

To successfully create a single-level plan for Master Production Scheduling (MPS) or Distribution Requirements Planning (DRP), you must verify certain system setups.

You must verify that the Planning Code field on the Additional System Info form in the Item Branch program (P41026) is set to a value of 1. This setting indicates that the item is planned by MPS and DRP.

Verify that the Generation Type field on the Parameters tab in the MRP/MPS Requirements Planning program (R3482) is set to a value of 1. The generation types enable you to develop a strategy for the different planning levels for the items. A setting of 1 indicates that the system generates a single-level MPS or DRP plan.

For a single-level DRP run, you must set the Purchase Orders field on the Document Types tab in the MRP/MPS Requirements Planning program with the appropriate document type. This type is generally OP.

For a single-level MPS run, you must set both the Purchase Orders field and the Work Orders field on the Document Types tab in the MRP/MPS Requirements Planning program with the appropriate document type. These fields are generally set to OP and WO, respectively.

You must also set up the supply and demand inclusion rules. The system processes the supply and demand to include document types, line types, and status codes per the setup. DRP creates only purchase order messages while MPS creates both purchase order and work order messages.

When the supply and demand inclusion rules are set up, you must enter the rule version in the Version of Supply/Demand Inclusion Rules field on the Parameters tab in the MRP/MPS Requirements Planning program.

You set up quantity types that are specific to DRP and MPS. Quantity types are predefined codes that define the display of data on the time series in time-phased buckets. You might want to set up your own quantity types because DRP does not need to see codes for work orders, whereas MPS includes codes for work orders. The DRP quantity types are defined in UDC table 34/DR, and the MPS quantity types are defined in UDC table 34/MS.