Planning > Exercise 10
  PPT
Exercise 10
In the following exercise, you go through the basic processing functions and look at how they affect planning. During this exercise you:
• Add purchase orders (POs) using purchase requisitions and receive them.
• Release MRP-approved work orders, issue components, report labor, receive, and close work orders.
• Add, ship, and invoice a sales order.
Add and Receive Purchase Orders (Using Requisitions)
1 Use Purchase Order Maintenance (5.7) to add a purchase order with each of the component items (60017 and 60018) on a purchase order line.
Header information:
 
Field
Data
Purchase Order
Use default (system generated
Supplier
10S1002
Due Date
<blank>
On the line, in the Req (requisition) field, use your look-up browse to select a requisition for each item.
Update and exit.
2 Use Purchase Order Receipts (5.13.1) receive your purchase order.
Approve Planned Work Orders
3 Use Planned Order Browse (23.9) to view MRP-planned orders that need your approval.
You will want to approve the first one at this time. Write down the number of this order for reference here: _____________.
4 Use Planned Work Order Approval (23.10) to approve the work order you noted in the previous step.
 
Field
Data
Item Number
01010
Site
10-100
Release Date
<blank>
To
Release date of work order to approve based on information from Planned Order Browse in previous step
5 Use Work Order Browse (16.2) to see if the status of the planned order changed from P (Planned) to F (Firm Planned) when you did the approval.
Issue Components, Report Labor, Receive, and Close
6 Use Inventory Detail by Site Browse (3.3) to verify the availability of components in inventory for site 10-100.
7 Use Work Order Release/Print (16.6) to release your firm-planned order. Locate the work order by using the lookup. Accept all default values.
8 Use Work Order Component Issue (16.10) to issue components to your work order.
9 Use Labor Feedback by Work Order (16.20.1) to report labor against your work order. Use an employee from the pull down menu and report standard setup and run time for all operations (10, 20, and 30) for your work order quantity.
Important: Time Ind = Decimal Hours
These standard times can be viewed on the work order routing that was printed when the order was released.
10 Use Work Order Receipt (16.11) to receive your work order quantity of item 01010 into inventory and close the work order.
 
Field
Data
Multi Entry
Yes
Lot/Serial Number
MD9500021
Quantity
10
Create list of serial numbers
Yes
Click Next, then Back until the Remarks field is displayed. Click Next.
Display Items and Lot/Serial detail = Yes.
Is all the information correct = Yes.
Click Back to exit.
11 Use MRP Summary Inquiry (23.13) to check item 01010.
Add, Ship, and Invoice a Sales Order
12 Use Sales Order Shipments (7.9.15) to ship line 1 of the sales order that you created in the previous exercise (step 3). Do not ship line 2.
Enter Line 1 manually.
 
Field
Data
Multi Entry
Yes
Lot/Serial Number
MD9500021
Quantity
10
Create list of serial numbers
Yes
Enter Line 2 manually, Quantity 0.
13 Use Invoice Post and Print (7.13.4) to post and print the invoice.
14 Use Customer Account Activity (27.17.3) to review the customer’s account.
Note: The update of the customer account requires some system setup. See the similar step at the end of Exercise 8.
Answers to Order Policy and Modifier Activity
 
Period
1
2
3
4
5
6
7
8
9
10
Demand
25
30
20
35
25
30
25
35
30
25
LFL
25
30
20
35
25
30
25
35
30
25
FOQ = 35
35
35
35
35
 
35
35
35
35
 
POQ 2 Periods
55
 
55
 
55
 
60
 
55
 
POQ 2 Periods Min Qty = 60
60
 
60
 
60
 
60
 
60
 
POQ 2 Periods Multi Qty = 25
75
 
 
75
 
50
 
75
 
25