Incorporation Planning Report
Incorporation Planning Report (1.9.7.3) helps planning personnel evaluate the impact on inventory of implementing a PCO on a given effective date. To run the report, enter a specific PCO number, ID and/or domain, site, effective date, and cost method.
Note: An enhanced version of Incorporation Planning Report is available at menu 1.9.7.27 for .NET UI users only.
Incorporation Planning Report (Enhanced Version for .NET UI)
The report shows the summarized BOM/formula of each parent item from all product structure/formula records changed by the PCO. It lists components from all levels of the item’s BOM or formula. The Qty Per values are extended to show the total quantity required per end item, rather than per single-level parent. This summary is similar to the Materials Summary Report (13.8.20).
Component Amounts summarizes the information displayed for each component.
Component Amounts
Information | Amount |
Original Qty Reqd | Quantity per end-item for the currently effective product structures/formula records. |
Final Qty Reqd | Quantity per end-item for product structure/formula records after the PCO has been implemented. |
Qty On Hand | Current on-hand inventory balance for the component. |
Qty On Order | Total quantity of supply on order for the component due on or before the entered effective date. |
Projected Usage | Total demand quantity required for the component due on or before the entered effective date. |
Balance | Total of Qty On Hand + Qty On Order – Projected Usage, yielding the component’s expected on-hand inventory balance as of the entered effective date. |
Value | Total monetary cost of the component inventory quantity in the Balance field, using the item costs associated with the entered Cost Method. |
Use this report to estimate the future cost of obsolete inventory as of a given effective date. Run the report with different effective dates to determine which effective date minimizes inventory scrap/rework costs.
Typically, this report is considered in combination with other factors, such as the impact of changed routings/processes, new tooling, scrap and rework costs, purchased part lead times, and the mandatory date for the change. Nonetheless, future component inventory balances are relevant in almost all situations and provide valuable planning information.
