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Overview of Material Resource Planning (MRP)

Menu paths

  • Manufacturing ➔ Planning ➔ MRP
  • Projects ➔ Planning ➔ MRP

Introduction

In this screen, you can obtain an overview of Material Requirements Planning (MRP) by items, resources, projects, suppliers, orders, or customers. The overview provides information of incoming and outgoing material requirements and also displays the main items, which are derived from various requirements such as sales, purchases, productions, forecasts (MPS), internal use requests, interbranch transfer requests, quotations, and reservations. From this overview, you can plan production orders, make purchases of requirements, plan your delivery dates of production and sales, and also enter sales orders for your forecast requirements. This overview also provides you with the function to export the information to a Microsoft Excel sheet where you can directly access the information of the selected item requirements such as the financial transactions, item maintenance card, where-used, and also requirement details.

What version are you using?

The information in this document is applicable to product update 404 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the MRP?

  1. In the Item management: Planning screen, define the search criteria.
  2. Click Refresh.

How do I view the list of requirements and orders or requests for the item?

  1. In the Item management: Planning screen, define the search criteria.
  2. Click Refresh.
  3. Select the required cell.
  4. Click Details.

Keep in mind: The list of orders or requests for the items can only be viewed via Purchase ➔ To be processed ➔ Back order handling, whereby you will have to select Purchase at Content in the search criteria in the Item management: Planning screen, and display the overview by Order.

How do I view the compound items of the items that are part of a BOM?

  1. In the Item management: Planning screen, define the search criteria.
  2. Click Refresh.
  3. Select the required cell.
  4. Click Where-used.

How do I view the transaction card of the item?

  1. In the Item management: Planning screen, define the relevant criteria.
  2. Click Refresh.
  3. Select the required cell.
  4. Click Card. For more information on item transaction cards, see Viewing item transactions.

How do I create an interbranch transfer request for the item?

  1. In the Item management: Planning screen, define the search criteria.
  2. Click Refresh.
  3. Select the required cell.
  4. Click Transfer. For more information on interbranch transfer requests, see Creating interbranch transfers.

Keep in mind: This function is only available at Projects ➔ Planning ➔ MRP, and Manufacturing ➔ Planning ➔ MRP, whereby you will have to select Orders/Requirements at Content in the search criteria in the Item management: Planning screen.

How do I create a production order for the item?

  1. In the Item management: Planning screen, define the search criteria.
  2. Click Refresh.
  3. Select the required cell.
  4. Click Produce. For more information on production orders, see Creating and maintaining production orders.

Keep in mind: This function is available only at Manufacturing ➔ To be processed ➔ Back to back order, Projects ➔ Planning ➔ MRP, and Manufacturing ➔ Planning ➔ MRP, whereby you have to select Orders/Requirements or Available at Content in the search criteria in the Item management: Planning screen.

How do I create a purchase order for the item or drop ship item?

  1. In the Item management: Planning screen, define the search criteria.
  2. Click Refresh.
  3. Select the required cell.
  4. Click PO. For more information on purchase orders, see Creating and maintaining purchase orders.

Keep in mind: This function is available only at Projects ➔ Planning ➔ MRP, Manufacturing ➔ Planning ➔ MRP, and Purchase ➔ To be processed ➔ Back to back order. Purchase orders can be created for drop ship items only if you have selected the Drop ship check box in Order settings at Systems ➔ General ➔ Settings. For more information, see Order settings.

How do I view or edit the item?

  1. In the Item management: Planning screen, define the search criteria.
  2. Click Refresh.
  3. Select the required cell.
  4. Click Item. For more information on items, see Creating and maintaining items.

How do I view or edit the sales order for the item?

  1. In the Item management: Planning screen, define the search criteria.
  2. Click Refresh.
  3. Select the required cell.
  4. Click Order. For more information on sales orders, see Creating and maintaining sales orders.

Keep in mind: This function is available only at Manufacturing ➔ To be processed ➔ Back to back order, and Purchase ➔ To be processed ➔ Back to back order, and display the overview by Order in the Item management: Planning screen.

How do I change the delivery details of the order or request?

  1. In the Item management: Planning screen, define the search criteria.
  2. Click Refresh.
  3. Select the required cell.
  4. Click Change. For more information on changing the delivery details of the order or request, see Changing delivery details of orders or requests.

How do I export the MRP overview to a Microsoft Excel sheet?

  1. In the Item management: Planning screen, define the search criteria.
  2. Click Refresh.
  3. Select the required cell.
  4. Click Export.

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 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.178.029
 Assortment:  Date: 03-11-2020
 Release: 404  Attachment:
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