Navigation
Select Inventory Requirements Planning > Main > Inventory Requirements Planning.
- Click to open the Items to Produce window.
- Click to open the Items to Purchase window.
Overview
After generating demand data in Inventory Requirements Planning, you can:
- Use the Items to Produce window to create work tickets for the selected items if the Inventory Requirements Planning module is integrated with Production Management. If Production Management is not integrated, you can view a report of inventory demand.
- Use the Items to Purchase window to create purchase orders for the selected items if the Inventory Requirements Planning module is integrated with Purchase Order. If Purchase Order is not integrated, you can view a report of inventory demand.
When creating a work ticket or purchase order to stock, demands are consolidated and Inventory Requirements Planning will use the earliest demand date as the date required.
Note: The button is available if the Inventory Requirements Planning module is integrated with Production Management. The button is available if the Inventory Requirements Planning module is integrated with Purchase Order.
Note: A Pending Actions message and icon displays for items that have an action assigned.
Fields
Select an option to determine what data is displayed in the grid.
- Select All to display all item records in the IRP work file, regardless of whether demand was calculated that requires production.
- Select Items to Produce to display all items that need to be made. The Production Qty field displays a value greater than zero for these items.
- Select Items w/ Pending Actions to display only items that have an action assigned. A Pending Actions message and icon displays for these items.
- Select No Requirements to display items that do not need to be made based on demand. The Production Qty field shows 0 (zero) for these items.
Select a category to filter the items that appear in the grid. After you select a category, a list of options appears in the area beneath this field. Double-click an option to use it as a filter. Active filters appear above the grid. Click the X next to an active filter to remove it.
Use the buttons in the bar above the grid to manipulate the rows of data or view additional information.
- Click the Select All or Unselect All buttons to select or clear the Hold check box for all rows in the grid.
- Click the button to view item quantities including the number on hand, on purchase orders, on sales orders, on back orders, on work tickets, and so forth.
- Click the button to regenerate demand data for the item in the selected row.
- Click the button to move the item in the selected row from the produce list to the purchase list so that you can create a purchase order instead of a work ticket for the item. This button is available on the Items to Produce window.
- Click the button to move the item in the selected row from the purchase list to the produce list so that you can create a work ticket instead of a purchase order for the item. This button is available on the Items to Purchase window.
- Click the button to view additional information about the item in the selected row.
- Click the button to delete the currently selected row.
This field displays the number of the selected row in the primary grid. Enter a row number to view or edit information for a different row, or click the button to search for a row in the Search Grid window.
Select this check box to exclude the item when generating work tickets or purchase orders.
This field displays the item code and can only be viewed.
This field displays the warehouse code and can only be viewed.
This field displays the item description and can only be viewed.
This field displays the recommended quantity to make or purchase and can only be viewed.
quantity required for work tickets + inventory shortage + quantity to refill to reorder point
- An inventory shortage occurs when the on-hand quantity for an inventory item is less than zero.
-
The quantity to refill to reorder point is calculated as follows:
on-hand quantity - on sales order quantity + back order quantity
This calculated value is then compared to the reorder point assigned to the inventory item.
The recommended quantity to purchase is based on the maximum of the following three values:
- quantity required to buy directly for work tickets + inventory shortage + quantity to refill to reorder point
- An inventory shortage occurs when on-hand quantity for an inventory item is less than zero.
- The quantity to refill to reorder point is calculated as follows:
on-hand quantity - on sales order quantity + back order quantity
This calculated value is then compared to the reorder point assigned to the inventory item.
- minimum order quantity assigned to an inventory item
- The quantity required to buy directly to work tickets
This field can only be viewed.
By default this field displays the quantity to make, but you can enter a different quantity.
This field is available only on the Items to Produce window.
Enter the item's unit cost or accept the default value. Click the button to enter an amount using the calculator.
The hierarchy of costs for Items to Purchase follows:
- The vendor's price level is used.
- If a vendor's price level does not exist, then the primary vendor's last unit cost entered in Item Vendors Maintenance is used.
- If the primary vendor's last unit cost is 0 (zero), then the item's last total cost is used.
- If the item's last total cost is 0 (zero), then the item's standard cost is used.
By default this field displays the quantity to purchase, but you can enter a different quantity.
This field is available only on the Items to Purchase window.
This field displays the item's unit of measure that is used when purchasing the item, and it can only be viewed.
This field is available only on the Items to Purchase window.
Enter the vendor number to use on the purchase order. Click the Lookup button to view a list of vendors.
Note: To create a purchase order, a vendor must be assigned to the item.
For inventory items, the default vendor is the one assigned to the item in Item Maintenance.
For special items, the default vendor is the one assigned to the item in Work Ticket Entry.
This field is available only on the Items to Purchase window.
This field displays the item's quantity on hand in the selected warehouse and can only be viewed.
This field displays the quantity on open purchase orders for the item and warehouse and can only be viewed.
This field displays the quantity on open sales orders for the item and warehouse and can only be viewed.
This field displays the projected demand and can only be viewed.
This field displays the quantity required for work tickets for the item and warehouse and can only be viewed.
This field displays the quantity on work tickets for the item and warehouse and can only be viewed.
This field displays the current quantity available for the item and warehouse and can only be viewed.
This field displays the reorder method for the item and warehouse that is assigned in the Reorder Maintenance window.
This field displays the economic reorder quantity for the item and warehouse that is assigned in the Reorder Maintenance window.
This field displays the reorder point quantity for the item and warehouse that is assigned in the Reorder Maintenance window.
This field displays the minimum order quantity for the item and warehouse that is assigned in the Reorder Maintenance window.
This field displays the maximum on-hand quantity for the item and warehouse that is assigned in the Reorder Maintenance window.