Inventory Requirements Planning

Enter a setting or click the Lookup button to view a list of settings. After selecting options, you can click the Save button to create a new setting with your saved selections.

Select this check box to save the current selection setting as the default setting.

Enter a description of the selection setting.

Select one of the following options:

• Select Inventory to plan materials procurement for items on work tickets, items on sales orders, and inventory items that need replenishment due to reorder point requirements.
• Select Work Ticket Number to plan materials procurement for inventory items associated with work tickets.

Select an option to determine which items are included in the procurement planning:

• Select Production to include inventory items that are assigned a procurement type of Make to Stock or Make to Order in Item Maintenance.
• Select Purchase to include inventory items that are assigned a procurement type of Buy to Order or Buy to Stock in Item Maintenance.
• Select Both to include all inventory items, regardless of the assigned procurement type.

Enter the date that represents the end of the planning period. This date is used to select items based on the promise date for sales orders and work tickets and the required date for purchase orders. Items with a promise date or required date that exceeds the cutoff date are not selected when you generate the data.

Click the Calendar button to select a date from the calendar.

Enter the date to determine component requirements for all bills. Click the Calendar button to select a date from the calendar.

This field is available only if the Base Effective Date on Release Date of Demand check box is cleared in the Inventory Requirements Planning Options window.

When this check box is selected, an item's primary vendor's lead time is included in the calculation of demand and supply with regard to the specified cutoff date, plus a 1 day buffer to allow for receiving processing.

Clear this check box to disregard vendor lead times in the calculation.

Select this check box to include the quantity amount of a parent item in an open work ticket.

If this check box is cleared, only released work tickets are included.

This field is available if the Inventory Requirements Planning module is integrated with Production Management.

Select this check box to include sales order quotes in the generated data.

Clear this check box to exclude sales order quotes.

This check box is available if the Inventory Requirements Planning module is integrated with Sales Order.

Select an option to determine how the excess demand for bills with a procurement type of Make to Order or Make to Stock are processed.

• Select Parent Item to only see the bill and not explode any levels on a multi-level bill.
• Select Parent and Component Items to explode all levels of a multi-level bill. When this option is selected, you will see the bill and all the required components to make the bill.

This field is available only if the Bill of Materials module is set up for the current company.

Select an option to determine where materials are pulled from:

• Select Bill of Materials to use materials from the bill when the work ticket is created.
• Select Template to use materials from the template when the work ticket is created.
• Select Bill and Template to use materials from both the bill and template when the work ticket is created.

Enter the number of days to use as the lead time if the primary vendor's lead time for an item is zero. The primary vendor's lead time is defined in Item Vendors Maintenance.

Lead time is the time to acquire the material from the vendor.

This field is available if the Include Lead Time check box is selected.

Enter the number of days to build a product from its components.

Enter the number of days to prevent the IRP generation process from creating an action of "Push-out" for purchase orders or work tickets that have a required date that precedes the demand required date. The action of "Push-out" is suppressed when the difference between the supply date and demand required date is greater than the number of days specified in this field.

To allow time for unpacking and placing the items in a warehouse, a purchasing agent may want to have parts arrive two days prior to the time that they are required for production. Because the required date for the purchase order precedes the required date for production, the system may recommend that you push out the purchase order by two days. If this was a common practice and there were many parts and purchase orders, the number of suggested actions would be overwhelming. When running the IRP generation process, you can enter a default number of days at the Advanced Arrival Allowance (Days) field that prevents the system from making push-out recommendations if the required date is within the number of days specified.

Select this check box to include the projected demands from Maintain Projected Demands in the generated data.

Enter a starting date for the projected demands data or click the Calendar button to select a date from the calendar.

The module date is the default date, but you can change it.

This field is available if the Include Projected Demands check box is selected.

Enter an ending date for the projected demands data or click the Calendar button to select a date from the calendar.

The default date is a month out from the module date, but it can be changed.

This field is available if the Include Projected Demands check box is selected.

Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the value's field, the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both value fields, the operand automatically changes to Range.

The following operands are available:

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.

Multiple values can be entered using a comma (,) to expand the selection criteria. You can also use alternate separators (other than the reserved comma) to separate multiple selection values. Alternate separators include: ~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?

Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.

For customer number, vendor number, and item code select fields, you can start typing a customer name, vendor name, or item description to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list.

You can enter single or multiple values as follows: