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Contents of the Create/Update Planning Routings Screen

Use the fields and options to configure the Create/Update Planning Routings screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the options in this group box to specify the parts and key resources to include in the process and on the report.

Part/Rev

Field Description
Option

From the drop-down list, select the range of parts/part revisions to be included. Available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

This field defaults to All.

Start

Enter, or click to select, the part ID or part revision to be the starting point of routings to print. If you select All or From Beginning in the Option field, this field is not available.

End

Enter, or click to select, the part ID or part revision to be the end point of routings to print. If you select All, One, or To End in the Option field, this field is not available.

Key Resources

Field Description
Option

From the drop-down list, select the range of key resources to be included. Available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

This field defaults to All.

Start

Enter, or click to select, the key resource identifier that is the starting point of routings to be printed. If you select All or From Beginning in the Option field, this field is not available.

End

Enter, or click to select, the key resource identifier that is the end point of routings to be printed. If you select All, One, or To End in the Option field, this field is not available.

Sort By

Field Description
1st Sort

Select the sorting basis for the Planning Routing report:

  • Part
  • Key Resource
  • Resource Type

Options

Include Make/Buy Parts

Select one or both parts type to be included in the process and on the report.

Field Description
Make

Select this check box to include Make parts in the process.

Buy

Select this check box to include Buy parts in the process.

Include Part Planning Types

Select one or both planning types to be included in the process and on the report. Note that parts with a planning type of Reorder, or no planning type, are not included in this process.

Field Description
MPS

Select this check box to include MPS planned parts in the calculation process.

MRP

Select this check box to include MRP planned parts in the calculation process.

Preferred Routing Number

Enter the routing number to be used the calculation process. If you do not enter a number in this field, or if the routing number you enter does not exist for a selected part and/or its components, MPS uses the part's primary routing. Routing numbers and the preferred routing flag are defined on the Manage Routings/Release Routings screens in the Routing module.

Overwrite Existing Planning Routings

From the drop-down list, select an option to specify whether the process should overwrite existing planning routings during processing:

  • Do Not Overwrite (default): The application will not replace or alter any existing planning routings records for that part/key resource combination. The application will add new records for a selected part if the key resource has not been previously linked to that part in another planning routing.
  • Overwrite All Routings: Any previously existing planning routings for any part selected for processing will be deleted before new records are added.
  • Overwrite System Generated Routings: Any previously existing planning routings that were generated by a previous run from this screen will be deleted before new records are added. Planning Routing records that were added or modified in the Maintain Planning Routings screen are not overwritten or altered.

No modifications will be made to existing planning routing records if only the report is executed.