Planning > Exercise 9
  PPT
Exercise 9
Balance and Order Quantity Values
Use the accompanying table to determine in which periods orders are required and for what quantities. Assume no on-hand inventory exists. For example, looking at period 1 and its demand, the correct entry for LFL is 25. Looking at POQ 2 Periods, the correct entry is 55.
Order Policy and Modifier
 
Period
1
2
3
4
5
6
7
8
9
10
Demand
25
30
20
35
25
30
25
35
30
25
LFL
25
 
 
 
 
 
 
 
 
 
FOQ = 35
 
 
 
 
 
 
 
 
 
 
POQ 2 Periods
55
 
 
 
 
 
 
 
 
 
POQ 2 Periods Min Qty = 60
 
 
 
 
 
 
 
 
 
 
POQ 2 Periods Multi Qty = 25
 
 
 
 
 
 
 
 
 
 
Enter a Forecast for Parent Item
Note: This exercise uses different quantities than the prior examples provided in the text.
1 Use Forecast Worksheet Maintenance (22.2) to enter a forecast for parent item 01010 at site 10-100 for the next five weeks.
 
Field
Data
Item Number
01010
Site
10-100
Year
Current year
Click Next until you are at the current week
Enter a weekly forecast of 20 for each of the next five weeks.
Be sure to continue through all the frames. Only 13 weeks are displayed at a time. The next few frames contain weeks 14 through 26, weeks 27 through 39, and weeks 40 through 52.
Define Control Setting for Forward/Back Forecast Consumption
2 Use Sales Order Control (7.1.24) to enter values that affect forecast consumption.
Accept all defaults, click Next until you reach:
 
Field
Data
Consume Forward
10
Consume Back
10
Also make sure SO Edit ISB Defaults to No (unchecked) to avoid unnecessary pop-ups in Sales Order Maintenance.
Enter a Sales Order
3 Use Sales Order Maintenance (7.1.1) to enter a sales order with three lines.
Write down the order number here for later reference: _____________
In the header, accept all defaults except for the following:
 
Field
Data
Sold-To
10C1003
Bill-To
10C1003
Ship-To
10C1003
Line 1
 
Field
Data
Item
01010
Site
10-100
Quantity
20
Due Date
7 days from today
Consume Forecast
Yes
Line 2
 
Field
Data
Item
01010
Site
10-100
Quantity
20
Due Date
14 days from today
Consume Forecast
No
Line 3
 
Field
Data
Item
01010
Site
10-100
Quantity
20
Due Date
21 days from today
Consume Forecast
Yes
4 At line 4 click End Lines. Click Trailer. Click Next. Enter your initials in CR Initials. Click Next, then Back.
Review Forecast
5 Use Forecast Worksheet Maintenance (22.2) to review forecast for item 01010. Notice that sales of the first 20 consumes forecast. Sales of second 20 does not consume any forecast.
Review Master Schedule Summary
6 Use Master Schedule Summary Inquiry (22.18) to review item 01010 at site 10-100.
 
Field
Data
Item
01010
Site
10-100
Start Date
Monday of the current week
Column Type
W (weekly)
Per Column
1
Click Run.
The display screen has two sections. In the top section, locate the following fields and record the values:
QOH (quantity on hand): _____________
MRP Required: Yes/No _____________
Plan Orders: Yes/No _____________
Order Policy: ______________
Review the bottom frame. Notice forecast amounts, sales order amounts, projected QOH, available to promise (ATP), and cumulative ATP.
Review Planning Data and Run Regenerate MRP
7 Use Item Planning Maintenance (1.4.7) to review planning data for item 01010, and add the following data if necessary:
 
Field
Data
Order Policy
POQ
Order Period
7
Order Quantity
20
Manufacturing Lead Time
System calculation
Order Multiple
1
8 Use Regenerate Materials Plan (23.2) for site 10-100.
Note: Enter your initials in the printer field; there is no output.
9 Use Master Schedule Summary Inquiry (22.18) to review item 01010 at site 10-100.
Make sure the master schedule meets the forecast demand of parent item 01010.
10 Use Master Schedule Detail Inquiry (22.21) to review. What information does it provide that the Master Schedule Summary Inquiry did not provide?
Review Action Messages and Approve Planned Orders
11 Use MRP Summary Inquiry (23.13) and MRP Detail Inquiry (23.16) to review parent item 01010 and component items such as 60017 and 60018 at site 10-100.
12 Use Action Message Browse (23.6) to review each of the items.
13 Use Planned Purchase Order Approval (23.11) to approve any MRP-planned work orders based on Action Message Browse.
 
Field
Data
Item Number
<blank>
Site
10-100 to 10-100
Release Date
<blank> to today’s date or end of the week
Default Approve
Yes
Approve orders (pop-up confirmation window displays; click Yes).
14 Use Purchase Requisition Browse (5.1.5) to check for items 60017 and 60018 to ensure that planned orders have been changed to purchase requisitions.