Costpoint Online Help

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Convert Planned Orders

Use the Firm Material Requirements Planning Planned Orders screen to turn planned orders generated by the MRP process into manufacturing orders, purchase requisitions, and transfer reservations/requests.

Use it to select and group planned orders using user-definable criteria, apply lot-sizing rules as necessary, generate the orders, and delete the original planned orders that were processed. Inventory on-order, on-requisition, reserved, and owed quantities are also updated when the orders/requisitions/reservations are generated. You have the option of generating a trial-run report (or on-screen preview) of the objects that would be created. These same reports will be used to produce a log of all objects generated by the process.

To turn planned orders into manufacturing orders, requisitions, and transfer reservations:

  1. Run the MRP process to generate planned orders based on independent and calculated demand as well as current inventory and scheduled supply orders. MRP generates planned orders where the current supply is insufficient to meet the demand requirements for that part. Costpoint Material Requirements Planning will also create an action message for each planned order generated to alert planners that the planned order must be created.
  2. Select and modify planned orders using either of two maintenance applications: the Manage Detailed Part Schedule or the Manage MRP Action Messages screen. You can use either application to modify the date and quantity information, manually assign the planned order an ID, and select planned orders for firming or releasing. If you do modify planned orders in this step, be sure to run the Firm Material Requirements Planning Planned Orders application for these planned orders before you next run MRP, which will generally delete all existing planned orders and re-create them as necessary.
  3. Run this process for those planned orders selected in step 2 or for all planned orders within given selection criteria. The results of this process will be purchase requisitions, manufacturing orders, and inventory transfer reservations/requests.
  4. Modify these manufacturing orders, requisitions, and reservations on their respective maintenance screens.