Requirements Subtask

Use the Requirements subtask to view or modify the component/subassembly requirements for the selected MO.

Contents

Field Description
Manufacturing Order

This field displays the manufacturing order ID of the line selected on the main screen.

MO Status

This field displays the MO Status as Planned, Firm Planned, Released, In-Shop, Completed, or Closed.

Build Part

This field displays the ID of the part that is built in the MO selected on the main screen.

Rev

This field displays the revision ID for the build part.

Total MO Build Quantity

This field displays the total quantity of the part being built with this MO.

Subassembly Inv Abbrev

This field displays the default subassembly inventory abbreviation from which the MO pulls subassemblies and other make parts. You can modify this field.

RM Inv Abbrev

This field displays the default raw material inventory abbreviation from which the MO pulls buy parts. You can modify this field.

CS Inv Abbrev

This field displays the default common stock inventory abbreviation from which the MO pulls common stock parts. You can modify this field.

Build Quantity

This field displays the quantity of parts to be built with the MO. If you modify the Total MO Build Qty (in the main screen) after generating requirements, you have the option to recalculate the requirement/reservation quantities for the listed component parts. If you choose to do so, the following fields are updated for any MO requirement rows where the quantity type is A (Per Assembly): Required Quantity, Inv Reservation Quantity, Issued Quantity, and Total Reserved Quantity.

Assembly Qty to Issue

This field displays the quantity of assemblies that are pulled each time a pick list is printed. The default quantity is the MO build quantity. It can be modified.

Reservation

This field displays the inventory reservation ID for the components/subassemblies requirements. This field is disabled if reservations have been generated for the MO.

Show Only Open Inventory Parts

Select this check box to show only requirements with open reserved inventory quantities. If this check box is cleared, all requirements lines for the MO are displayed.

Overwrite Existing Rows

Select this check box to have the system overwrite existing routing line rows when the Autoload action is executed.

Load Partially Required Quantities

Select this check box to allow the system to load the partially released requirement rows when you click the Autoload button.

Recalculate Required Quantities

Click this button to recalculate the required quantities.

Reload Need Dates

Click this button to reset the need dates.

Autoload

Click this button to have the system load material requirements from the BOM. If you use the Autoload function when there are existing requirements on the MO, you have the option of replacing any existing requirements with the BOM components or adding the components to the existing requirements.

The Autoload function loads only those components with a starting effective date that is earlier than, or the same as, the as-of date, and an ending effective date (if not blank) later than the as-of date.

If you enter a configuration for the MO, the Autoload function imports only those components (for each line number) that call out the configuration ID, in the absence of which it imports the component with no configuration ID (but having the same line number); if this does not exist, nothing is imported for that BOM line number.

The Autoload function does not generate requirements if the BOM status of the build part is Unreleased.

The Autoload function generates requirements for one or more levels, depending on Levels of Explosion specified on the Manage Manufacturing Orders screen. If the number is greater than 1, the system produces a summarized BOM listing of components, ignoring all subassemblies not on the lowest level (but not ignoring their quantity per as a multiplier). If component Qty Type is A (Per Assembly), the quantity per is multiplied out by all intermediate subassembly quantities for the selected end item to determine the cumulative quantity per. If component Qty Type is O (Per Order), such cumulative quantity calculations are not done. If component Qty Type is R (As Required), all quantities are zero.

Component and part types affect what is loaded during the Autoload function. Tooling and reference component types are included in Required Quantity but not in Inv Reservation Quantity or Quantity To Issue. Phantom components are not included in the requirement, but the phantom's components are included, even if the components are one level lower than the level of explosion specified (assuming that the phantom is at the lowest level specified). Components for which the Omit Requirement check box has been selected in the Component subtask of the Manage Manufacturing Bills of Material screen are not included, nor are their components.

Components for which the Stop Explosion check box has been selected in the Component subtask on the Manage Manufacturing Bills of Material screen are included, but their components are not included.

Unreleased components are not included.

Non-inventory parts are included in the Required Quantity, but not in the Inv Reservation Quantity or Quantity To Issue.

Non-inventory floor stock parts are included in Required Quantity, but not in Inv Reservation Quantity or Quantity To Issue. You can manually enter values in these fields and create reservations for inventory floor stock parts by entering an associated inventory abbreviation.

Backflush parts are included in the Required Quantity and Inv Reservation Quantity, but not in the Quantity To Issue.

The Auto-Load function considers scrap and yield percentages to calculate requirement and reservation quantities (but not necessarily the Quantity To Issue) if you selected the Incl Scrap/Yield % in MO Requirements check box or the Incl Scrap/Yield % in Planning Process check box on the Configure Production Control Settings screen.

Table Window

Field Description
Line

This field displays the component line number of the material requirement. You can modify this field only if you selected the Allow Full Changes on MO BOM Components check box on the Configure Production Control Settings screen.

Find No

This field displays the component find number of the material requirement. You can modify this field only if you selected the Allow Full Changes on MO BOM Components check box on the Configure Production Control Settings screen.

Component Part

This field displays the part ID of the material requirement. You can modify this field only if you selected the Allow Full Changes on MO BOM Components check box on the Configure Production Control Settings screen.

Rev

This field displays the part revision of the material requirement. You can modify this field only if you selected the Allow Full Changes on MO BOM Components check box on the Configure Production Control Settings screen.

Description

This field displays the description of the requirement part.

Part Security

This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the requirement part is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the part you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that part:

  • Unrestricted: The part is not subject to data security restrictions.
  • Restricted:The part is subject to data security restrictions and that you are authorized to access detailed part information.
  • ***UNAUTHORIZED***: The part is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color.
Note: The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.
U/M

This field displays the unit of measure of the requirement part.

Make/Buy

This field displays the M (Make) or B (Buy) status of the requirement part.

Inv Abbrev

Enter, or use to select, the inventory abbreviation. This field displays the inventory abbreviation from which the material requirement is pulled. This field can be modified. This is required if the Inv Reservation Quantity is greater than zero. This field should be blank for a non-inventory component line. The inventory abbreviation's project should allow issues to the build-to inventory abbreviation's projects (this is set up on the Manage Inventory Projects screen).

Need Date

This field displays the date this component needs to be issued to the MO. This field can be modified. This date cannot be earlier than the overall MO planned release date, which is also the default to this field.

Required Quantity

This field displays the total required quantity for this component/subassembly part on the MO. This quantity can be modified. Modifications made to the Required Quantity field automatically update the Inv Reservation Quantity and Quantity To Issue fields. The requirement quantity is unmodified by inventory issues. If a component has a Qty Type of R (As-Required), Required Quantity is set to zero. If a component has a Qty Type of O, Required Quantity is equal to Order Quantity. Build quantity or cumulative quantities (for various BOM levels) have no affect. Tooling and reference component types, non-inventory parts, floor stock parts, and backflush parts are included in Required Quantity.

Inv Reservation Quantity

This field displays the inventory reservation quantity for this component part on the MO. It is the amount of inventory that still needs to be issued to meet the MO requirements. This field can be modified. When a MO is created, the inventory reservation equals the required quantity, unless the component/part type excludes it from being set up as an inventory reservation. If you use the Auto-Load feature, this field defaults to the Required Quantity for the component line except when it is a floor stock part. You can modify this reserved quantity, but the value cannot be less than the Quantity To Issue. As MO issues are made, the Inv Reservation Quantity is correspondingly reduced. If you modify the Required Quantity, the Inv Reservation Quantity is modified correspondingly. Tooling and reference component types, non-inventory parts, and non-inventory floor stock parts are not included in Inv Reservation Quantity. Backflush parts are included. You can enter inventory floor stock parts manually.

Quantity To Issue

This field displays the part's quantity to issue on each pick list of the MO. This field can be modified. Usually this amount equals the Inv Reservation Quantity. However, if you intend to split up issues to a MO to do partial builds and/or plan for scrap loss (without including anticipated scrap on pick lists), this amount could be less than the Inv Reservation Quantity. As parts are issued to a MO, the Quantity To Issue is reduced correspondingly. It can never exceed the Inv Reservation Quantity for the same requirement line. Tooling and reference component types, non-inventory parts, non-inventory floor stock parts, and backflush parts are not included. You can enter inventory floor stock parts manually.

Work Center

To modify this field, manually enter the work center or use to select one. This field displays the work center where this part is consumed on the MO. If you use the Autoload feature, the work center defaults from the Component subtask of the Manage Manufacturing Bills of Material and Release Manufacturing Bills of Material screens.

Backflush Location

This field displays the inventory location from which this backflush part is pulled. If the part is a backflush part, loading a location causes backflush to occur. If the Autoload feature is used, the backflush location is imported from Costpoint Bills Of Material (the BOM backflush warehouse ID must equal MO warehouse ID). If this is blank, or if a match is not found, the backflush location then defaults from the preferred inventory location ID (the Manage Part Project Data screen) for the build-to project (the Preferred Warehouse ID on the Manage Part Project Data screen must equal the MO warehouse ID). If this field is blank, or if a match is not found, the backflush location then defaults from default Warehouse Location on the Manage Parts screen. If this field is blank, or if a match is still not found, you must enter the backflush location manually.

Issued Quantity

This field displays the current issued quantity for this component part on the MO. This field cannot be modified.

Component Type

This field displays the component type: B (Buy w/component), S (Standard), P (Phantom), R (Reference), or T (Tool). If you use the Auto-Load feature, the component type is taken from the bill of material. Otherwise, it is taken from the Manage Parts screen.

Quantity Type

This field displays the required quantity type of the component: A (Per Assembly), R (As Required), or O (Per Order).

Phantom Component

This field displays the phantom component.

Component Released

This field displays the release status of the component part in the BOM. This defaults to Y if a requirement line is manually entered.

Common Stock

This field displays Y (Yes) or N (No) depending on whether or not this is a common stock part.

Floor Stock

This field displays Y (Yes) if the part is a floor stock part, or N (No) if not. Floor stock parts are usually not included on pick lists.

Scrap Percent

This field displays the scrap percentage associated with the component part. If the Autoload feature is used, the scrap percentage is taken from the component information in Costpoint Bills of Material. Otherwise, it is taken from the Manage Parts screen.

Commodity

This field displays the commodity code ID assigned to this part.

Planner

This field displays the planner ID assigned to this component part/inventory abbreviation combination, based on your selection in the Planner Assignment group box on the Configure Production Control Settings screen. If planner assignment is by Part, the planner defaults from the Manage Parts screen. If planner assignment is by Inventory Project, the planner defaults from the Manage Inventory Projects screen. If planner assignment is by Netting Group, the planner defaults from the Manage Netting Groups screen using the netting group from the inventory abbreviation's project. If planner assignment is by Commodity, the planner defaults from the Manage Commodity Codes screen using the commodity code for the part from the Manage Parts screen.

Net Avail Quantity

This field displays the net available quantity for this part and inventory abbreviation. Net Avail Quantity is equal to the sum of quantities on hand, in inspection, in shipping, on order, requisitions, owed, planned owed, and MRB (only if you selected the Incl MRB as Available Inventory check box on the Configure Production Control Settings screen), minus reserved and planned reserved quantities.

Current Available Quantity

This field displays the current available quantity for this part and inventory abbreviation, based on on-hand quantity plus in inspection quantity minus reserved quantities.

In Inspection Quantity

This field displays the in-inspection quantity for this part and inventory abbreviation. Enter, or click to select, an in-inspection quantity by warehouse and location for this part/inventory abbreviation. Entered data is not saved.

On Hand Quantity

Enter, or use to select, a warehouse location that has quantities of this component on-hand.

On Requisition Quantity

Enter, or use to select, an open requisition line for this part/inventory abbreviation. Open quantity = Requisition quantity — generated quantity. This field displays the open requisition (status of Pending, In Approval, and Approved) quantity for this part. Data can only be used as a reference in this field and cannot be saved.

On Order Quantity

This field displays the total quantity on order for this part and inventory abbreviation.

Total Reserved Quantity

This field displays the total reserved quantity for this part. Enter, or click to select, a current reservation for this part/inventory abbreviation. Data can only be used as a reference in this field, and cannot be saved.

Notes

Use this field to enter notes for the requirement line.

Inventory  Expediting Notes

This pop-up text box displays any expediting notes that apply to the component part/inventory abbreviation. The notes can be modified.

Subtasks

Subtask Description
On Hand Inventory Click this link to view  the on hand inventory details for a manufacturing order.
In Inspection Inventory Click this link to view the inventory in inspection details for a manufacturing order.
Open POs Click this link to view the open purchase order details for a manufacturing order.
Open MOs Click this link to view open manufacturing order details.
Open Requisitions Click this link to view open requisitions for a manufacturing order.
Reservations Click this link to view reservations for a manufacturing order.
Inventory Allocations Click this link to open the Inventory Allocations subtask and view warehouse locations with positive on hand or in shipping quantities for a selected MO requirement line's part/inventory abbreviation/warehouse combination.