Road Map: Planning Profile Inquiry

Use the Planning Profile Inquiry (MRD) program to display an item's demand and availability, peg demand, and peg supply.

Before you run this program each time

You should run these programs: None required

Before you run this program the first time

You should run these programs:

System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.
Shop Calendar Maintenance (XCM) to set the shop calendar that forms time basis for manufacturing order processing and master scheduling.
Enterprise Item Maintenance (IM) to set up items for your enterprise, enter the Order code and Bypass code fields that define item type, and enter the Stocking UOM and Product class fields.
Branch Item Maintenance (IMB) to add an item to your branch, enter the Planner, Routing rev lvl, Scrap %, Planning period, Max plan period, Mfg LT, Order prep LT, Intransit LT, Put-away LT, Safety Stock, Min order qty, and Lot size fields, and set the Auto planning? field.
Output Device Maintenance (XDM) to set up the output devices that you plan to use.
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

Sales

Sales Order Maintenance (OE) to enter orders, and optionally obligate items and create shipments.

Quote-to-Order Transfer (EPIB) to transfer:

Sales orders imported from ASCII files with Order Import (EPI).
Sales quotations entered with EDI/Sales Quote Maintenance (QOE).
Customer projects transferred with Project Maintenance (PSM).
Orders created with Repetitive Billing Report (RBIC).

Forecast

Forecast Maintenance (MSF) to enter a new forecast period and change an existing forecast quantity.

AND

Forecast Detail Maintenance (MSFD) to enter a forecast by branch, sales representative, or customer.

AND/OR

Forecast Import (FORC) to import forecast data from a delimited ASCII file and maintain imported data.

Forecast Update (MFU) to update item forecasts based on the New forecast and Ext fcst by mo fields in the Branch Item Maintenance (IMB) program.

Requirements (Demand)

Manufacturing Order Maintenance (MIM) to enter a manufacturing order and optionally obligate and pick components.

Requisition Maintenance (IRM) to create a requisition and release a manufacturing order.

OR

Consolidate Manufacturing Requisitions (MOCR) to release multiple manufacturing requisitions to create a single manufacturing order.

Planned Order Maintenance (MOP) to enter planned orders, and then Order Release Preparation (MPR) and Order Release Selection (MRR) to release the orders.

Sales Order Maintenance (OE) to enter a sales order and generate a manufacturing order for:

A make-to-order item (the Item code field in the Enterprise Item Maintenance (IM) program that matches the Immediate supply item code option in System Options Maintenance (XM) (Inventory Control Options))
A subassembly (the Item code field in the Enterprise Item Maintenance (IM) program for the item and its components matches the Subassembly release type option in System Options Maintenance (XM) (Manufacturing Options)
A configured product that requires assembly
An item you make is not in inventory, the order entry operator clicks Manufacture in manual obligation mode, and the Disable mfg order firewall option in System Options Maintenance (XM) (Manufacturing Options) is selected

Supply

Requisition Maintenance (IRM) to enter a purchase requisition and release it to create a purchase order.
PO Maintenance (VOE) to enter a purchase order.

Manufacturing Order Maintenance (MIM) to enter a manufacturing order and optionally obligate and pick components.

Requisition Maintenance (IRM) to create a requisition and release a manufacturing order.

OR

Consolidate Manufacturing Requisitions (MOCR) to release multiple manufacturing requisitions to create a single manufacturing order.

OR

Planned Order Maintenance (MOP) to enter planned orders, and then Order Release Preparation (MPR) and Order Release Selection (MRR) to release the orders.

Sales Order Maintenance (OE) to enter a sales order and generate a manufacturing order for:

A make-to-order item that has an Item code in Enterprise Item Maintenance that matches the Immediate supply item code option in System Options Maintenance (XM) (Inventory Control Options).
A subassembly that has and whose components have an Item code in Enterprise Item Maintenance that matches the Subassembly release type option in System Options Maintenance (XM) (Manufacturing Options).
A configured product that requires assembly.
An item you make that is not in inventory when the order entry operator uses manual obligation and your firewall is enabled in System Options Maintenance (XM) (Manufacturing Options).

Branch Transfer Maintenance (ITM) to enter a transfer from another branch.

Planned

Planned Order Maintenance (MOP) to enter a planned order.

Planning Profile Maintenance (MPM) to enter a planned order, change the quantity ordered, move the due date, and break a planned order into multiple orders.

Finished Goods Planning (MFP) program to calculate quantities of finished goods and configured products that you need to meet sales commitments and forecasts and to schedule their manufacture or purchase.
Material Requirements Planning (MRP) to calculate time-phased requirements for raw material and components, plan the timely replenishment of inventory, and reschedule or cancel existing non-firm orders.

After you run this program

You will most likely run these programs:

Sales Orders

(Conditional) Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines, if you have not done so with Sales Order Maintenance (OE).

OR

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments.

Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.
AR Invoice Register (RR) to select a batch of confirmed shipments for invoicing, and print the AR Invoice Register, which updates the AR invoices and the general ledger.

Manufacturing Orders

Manufacturing Order Picking Selection (MSS) to obligate and pick all required components or sets of components.

Material Usage Maintenance (MUA) to obligate and pick selected components and close a component short.

Picking Confirmation (MPK) or Secured Picking (SMPK) to pick all required components, sets of components, or selected components.

WIP Movement (WIPM) to enter good pieces, scrap parents or components, and update labor costs.

Labor Entry (LLE) to record regular and overtime hours, enter good pieces, and scrap parents or components.

OR

Labor Import (LEI) to import regular and overtime hours, good pieces, and scrapped parents from an ASCII file.

Receiver Maintenance (IRC) to receive the items into your branch, or into your stockroom if you are using direct-to-stock receiving.

AND conditionally

Receiving and Inspection (IRI) if items require inspection or if you are using dock-to-stock receiving.

Planned Orders

Order Release Preparation (MPR) to mark planned orders and requisitions for release and print the Order Release Selection Report for planners' review.
Order Release Selection (MRR) to select specific manufacturing orders and purchase requisitions for release.

Purchase Orders and Transfers

Receiver Maintenance (IRC) to receive purchase orders if you are using direct-to-stock receiving.

AND/OR

Receiving and Inspection (IRI) if items require inspection or if you are using dock-to-stock receiving.