material planning for sap business one

B1 Material Planning

User Guide

10749 Pearl Rd., Suite 2A Strongsville, Ohio 44136 USA

Ph: 440-846-8500 * Fx: 440-846-8505 * www.lbsi.com * email [email protected]

Pittsburgh Office: One Oxford Centre, 301 Grant Street, Suite 4300, Pittsburgh, PA 15219 Ph:412-577-4084 Columbus Office: 545 Metro Place South, Suite 100, Dublin, OH 43017 Ph: 614-766-3622

B1: Material Planning

Revised: March. 2012 Overview of 50

Table of Contents

B1: Material Planning ............................................................................................................ 4

Overview .......................................................................................................................................4

Copyright .......................................................................................................................................6

Configuring the Add-on ......................................................................................................... 7

B1: Material Planning Authorizations .............................................................................................7

Purpose ................................................................................................................................................................ 7

How to Access ...................................................................................................................................................... 7

Authorization Defined Areas: ............................................................................................................................... 7

Item Master Setup .........................................................................................................................9

How to Access ...................................................................................................................................................... 9

Modules .............................................................................................................................. 12

B1: Material Planning Generation ................................................................................................. 12

How to Access .................................................................................................................................................... 12

Field Explanation ................................................................................................................................................ 13

Add a New Warehouse ...................................................................................................................................... 18

Remove a Warehouse ........................................................................................................................................ 19

General Notes .................................................................................................................................................... 19

B1: Item Planning Details ............................................................................................................. 20

How to Access .................................................................................................................................................... 20


General Notes .................................................................................................................................................... 23

B1: Item Projected Availability ..................................................................................................... 24

How to Access .................................................................................................................................................... 24


B1: Order Recommendations ....................................................................................................... 27

How to Access .................................................................................................................................................... 27


Create Documents: ............................................................................................................................................ 33

General Notes .................................................................................................................................................... 34

Additional Functionality ..................................................................................................................................... 35

Quantity on Hand .......................................................................................................................................... 36

BP Special Prices ............................................................................................................................................ 36

Open Purchase Orders .................................................................................................................................. 37

Open Production Orders ............................................................................................................................... 38

B1 Planning: Item Pegging ............................................................................................................................ 38

B1 Planning: Item Projected Availability ...................................................................................................... 39

B1: What If Order Recommendations ........................................................................................... 40

How to Access .................................................................................................................................................... 40


Populating the screen ........................................................................................................................................ 45

Additional comments for using the What If functionality.................................................................................. 45

Create Documents ............................................................................................................................................. 45



B1: Schedule Boards ..................................................................................................................... 46

Sales Order Schedule Board ............................................................................................................................... 46

How to Access ............................................................................................................................................... 46

Field Explanation ........................................................................................................................................... 47

Populating the Screen ................................................................................................................................... 47

Production Order Schedule Board ..................................................................................................................... 48

How to Access ............................................................................................................................................... 48

Field Explanation ........................................................................................................................................... 48

Populating the Screen ................................................................................................................................... 49

B1: Material Planning Help ........................................................................................................... 50

How to Access ............................................................................................................................................... 50

LBSi

10749 Pearl Rd., Suite 2A Strongsville, Ohio 44136 USA

Ph: 440-846-8500 * Fx: 440-846-8505 * www.lbsi.com * email [email protected]

Pittsburgh Office: One Oxford Centre, 301 Grant Street, Suite 4300, Pittsburgh, PA 15219 Ph:412-577-4084 Columbus Office: 545 Metro Place South, Suite 100, Dublin, OH 43017 Ph: 614-766-3622




Overview

The B1: Material planning module was developed to provide planning functionality in SAP

Business One™ that is not included in the standard product. The module fills the gaps that the

SAP Business One™ MRP offering lacks. Some of the features and Functions include:

• Provides hard pegging of supplies to demands

• Supplies include:

o Quantity on Hand

o Purchase Order

o Planned Purchase Order

o Production Order

o Planned Production Order

• Demands include:

o Inventory Safety Stock

o Sales Order

o Forecast

o Production Order Bill of Material

o Planned Production Order Bill of Material

o Phantom Item

• Shows all requirements without having to process MRP multiple times.

• Processing of bills of material with up to 22 levels.

• Prioritization of supplies and demands.

• Multi-warehouse prioritization processing.

• Integration with SAP Business One Forecasts

• Exception message functionality that will generate messages such as:

o Add Purchase Order Line

o Cancel Purchase Order line

o Expedite Purchase Order Line to MM/DD/YY

o Delay Purchase Order Line to MM/DD/YY

o Reduce the Purchase Order Line Quantity

o Add Production Order

o Cancel Production Order

o Expedite Production Order to MM/DD/YY

o Delay Production Order to MM/DD/YY

o Reduce the Production Order Quantity

o Supply and Demand Warehouse is Different

o Delay Purchase Order Line to MM/DD/YY

• User controlled prioritization of supplies and demands from one easily configured

setup screen.

• Create SAP Business One™ Purchase Orders and Production Orders from one Order

Recommendations Screen



• What If Planning workbench to create purchase orders and product orders for specific

items

Access to the module is via the standard SAP Business One MRP menu

Note: Screen shots in this document are shown in SAP version 8.81. Your screens may look

slightly different. The functionality of the Planning Module is the same.


Revised: March. 2012 Copyright of 50

Copyright

This manual and software described herein are copyright protected with all rights reserved. Your

right to copy this documentation is limited by copyright law and the terms of any and all

software license agreements. As the software licensee, you may make a reasonable number of

copies for your own use. Making unauthorized copies, versions, compilations or other derivative

works for commercial distribution is prohibited and constitutes a punishable violation of the law.

Unless otherwise noted, all names of companies, products, addresses, and persons contained in

this document are fictitious and are used solely to document the use of the product.

Warranty LBSi disclaims any warranty regarding the information contained in this document and/or the

sample code including warranties of merchantability and fitness for a particular purpose.

Limitation of Remedies and Liabilities The content of this manual is for informational purposes only, is subject to change without

notice, and is not to be construed as a commitment by Long Business Systems, Inc. (LBSi).

Although every precaution has been taken in the preparation of this document, LBSi assumes no

responsibility for errors or inaccuracies that may appear in this manual. Neither is liability

assumed for damages resulting from the use of the information contained herein.

Client agrees that LBSi’s liability and Client’s sole and exclusive remedy pursuant to any claim

of any kind, including but not limited to a claim in contract, negligence, professional malpractice

or strict liability, against LBSi or any of its affiliates, shall be (a) the repair or replacement, at

LBSi’s option, of materials, or (b) a refund of the price allocable to the defective product or part

thereof or software materials if LBSi is unable to effectively repair, replace or correct such defect

within a reasonable time after using its best efforts, or (c ) in those situations where LBSi has

provided only analysis or design services, the correction of any analysis or design defect,

however this does not include any reworking or remanufacturing caused by any defect or error in

LBSi’s analysis and design.

UNDER NO CIRCUMSTANCES SHALL LBSi OR ANY OF ITS AFFILIATES HAVE ANY

LIABILITY WHATSOEVER FOR ANY COMPENSATORY, PUNITIVE, SPECIAL,

INDIRECT, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, including, but not limited to,

loss of profit or revenue, loss of use, lost production, or consequential property damage: cost of

capital: cost of replacement equipment: or claims resulting from contracts between Client and its

customers and/or suppliers.


Revised: March. 2012 B1: Material Planning Authorizations of 50

Configuring the Add-on

B1: Material Planning Authorizations

Purpose The B1 Material Planning system has a specific authorization table to define levels of

authorizations for users in the Planning system.

Users can have: Full Authorization or No Authorization

How to Access

Administration > System Initialization > Authorizations > General > User Authorization > B1

Material Planning

Authorization Defined Areas:

Field Description


Generation

User can update Planning Generation screen and generate the plan.


Item Planning Detail

User can access the Item Planning Details screen.


Order

Recommendation

User can access the Order Recommendation screen, perform updates,

and create documents.


What If Order

Recommendations

User can access the What if Order Recommendations screen, perform

updates, and create documents.


Projected Availability

User can access the Item Projected Availability screen.

Sales Order Schedule

Board

User can access the Sales Order Schedule Board screen.

Production Order

Schedule Board

User can access the Production Order Schedule Board screen.


Revised: March. 2012 of 50


Revised: March. 2012 Item Master Setup of 50

Item Master Setup

B1 Material Planning uses specific fields in the item master for planning purposes.

How to Access

Main Menu > Inventory > Item Master

Relevant Fields: Header, General Tab and User Defined Panel

Field Description

Phantom Item When checked the system will plan for BOM components for the

item on the BOM the parent item is referenced

Economic Order Qty Quantity is displayed on the Order Recommendations screen

Planning Order Type References supply type column displayed on the Order

Recommendations screen. Planning types are:

• Production Order

• Purchase Order

Yield % Calculation is performed against this value in Planning Generation to

determine actual quantity of item to be produced.

Calculation is: Original Quantity / Yield % = Planned Quantity


Revised: March. 2012 Item Master Setup of 50

Field Description

Planner Displayed on the Order Recommendations screen and selection

criteria for planning reports.

Note: When B1 Material Planning is first installed, planners are

automatically created based on all SAP Users. After initial

installation, planners can be maintained via the drop down box by

clicking on define New

Relevant Fields: Inventory Data Tab

Field Description

Safety Stock Quantity is considered as demand when calculating needed supplies

and displayed on the Order Recommendations screen

Minimum Inv Level Quantity is displayed for reference on the Order Recommendations

screen in the Additional Details columns

Maximum Inv Level Quantity is displayed for reference on the Order Recommendations

screen in the Additional Details columns



Relevant Fields: Planning Data Tab

Field Description

Planning Method Must be set to MRP for the item to be considered for planning

Procurement Method Make or Buy

• Make – Production Orders will be created to satisfy demand

• Buy – Purchase Orders will be created to satisfy demand

Order Multiple Quantity is displayed on Order Recommendations screen

Minimum Order

Quantity

Quantity is displayed on Order Recommendations screen

Lead Time Used for calculating the Order By Date for planned supplies


Revised: March. 2012 B1: Material Planning Generation of 50

B1 Material Planning: Setup Note

Note: The screen shot below of Administration > System Initialization > General Settings are

not used or considered in any way in the B1 Material Planning module

Modules

B1: Material Planning Generation

How to Access

Main Menu > MRP Menu > B1 Material Planning > B1 Planning Generation

This function allows the user to review and change the planning generation parameters as well as

to actually generate the planning requirements.



Field Explanation

Field Description

Forecast Code Standard SAP Forecast Code to include in the planning generation.

Select a blank code to not include forecasting.

PO Priority Priority of purchase order supplies, zero (0) does not include

purchase orders in the planning generation. 1 being the most

important through 9 being the least important.

Sales Order Priority Priority of the sales order demands, zero (0) does not include the

sales orders in the planning generation. 1 being the most important

through 9 being the least important.

Quote Priority Priority of the sales quotation demands, zero (0) does not include the

sales quotations in the planning generation. 1 being the most




Field Description

Production Order

Priority

Priority of the production order supplies, zero (0) does not include

the production orders in the planning generation. 1 being the most


Production Comp

Priority

Priority of the production order bill of material (component)

demands, zero (0) does not include the production orders in the

planning generation. 1 being the most important through 9 being the

least important.

Forecast Priority Priority of the Forecast demands order supplies, zero (0) does not

include the forecasts in the planning generation. 1 being the most


Safety Stock Priority Priority of the safety stock demand, zero (0) does not include the

safety stock demand in the planning generation. 1 being the most


PO Days Supply Number of days to accumulate planned purchase order quantities

required by item, to create one order recommendation.

Prod Order Days

Supply

Number of days to accumulate planned production order quantities

required by item, to create one order recommendation.

PO Expedite Days Number of days a purchase order line can be late before an exception

message is generated.

Exception message: Expedite Purchase Order Line to MM/DD/YY

PO Delay Days Number of days a purchase order line can be early before an

exception message is generated.

Exception message: Delay Purchase Order Line to MM/DD/YY

Prod Order Expedite

Days

Number of days a production order can be late before an exception

message is generated.

Exception message: Expedite Production Order Line to MM/DD/YY

Prod Order Delay

Days

Number of days a production order line can be early before an

exception message is generated.

Exception message: Delay Production Order Line to MM/DD/YY

Forecast Consume

Before

Number of days in advance of a forecast date, actual sales order

demands can consume a forecast quantity.

Forecast Consume

After

Number of days after a forecast date, actual sales orders demands can

consume a forecast quantity.

Allocate Inv Through

Days

(Future use) Number in the future of days to hard allocate or peg

inventory supplies to a demand.



Field Description

Dock to Stock Lead

Days

Number of days it takes to stock the material from the date it comes

in from a purchase order or date it was completed on a production

order.

Plan by Warehouse Determines whether to consider all warehouses together or each

warehouse separately in planning.

• Yes - Consider stock, supply and demand by individual

warehouse only to generate planning recommendations.

• No - Consider stock, supplies and demand requirements

together from all warehouses when generating planning

recommendations.

Combine PO Qty For

Disc

Determines whether to combine and apply volume discount pricing

to multiple selected recommendation lines for the same item.

• Yes – Combine quantities for the same item to arrive at

quantity break price as defined in the BP Special Prices >

Volume Discount table to apply across the selected planned

purchase order lines during creation

• No – Quantity break pricing will not be applied

Round Up Planned

Supplies

Used only when Yield % for the Item in Item Master and the Scrap%

on the Bill of Material row for an Item is used. Select Yes or No.

• Yes – Planned supply quantity in the QtyReq column on the

Order Recommendations screen will be rounded up to the

nearest whole number.

• No – The actual calculated quantity in the QtyReq column on

the Order Recommendations screen will be displayed without

any rounding.

Production Order

Supply Type

Determines which production orders will be considered in the

planning generation. Select from drop down menu which production

order statuses to consider:

• Planned – Include only planned production orders.

• Released – Include only released production orders.

• All – Include both planned and released production orders.



Field Description

Prod. Order Start

ParDue-LT

Determines which parent production order date to be used for

backward scheduling due dates for child components.

• Yes – Child items will schedule based on the parent

production order’s order date.

• No – Child items will schedule based on the parent

production order’s due date.

PO Use SAP Calendar Determines whether to use the SAP calendar in calculating the due

date for recommended items for purchase. The calendar can be

accessed through the Administration > System Initialization >

Company Details > Accounting Data tab.

• Yes – Due dates for recommended items will be calculated

based on the SAP calendar, which can block holidays and

weekends from consideration.

• No – The SAP calendar will not be used in calculating the due

dates.

Prod Ord Use SAP

Calendar

Determines whether to use the SAP calendar in calculating the due

date for recommended items for production orders. The calendar can

be accessed through the Administration > System Initialization >

Company Details > Accounting Data tab.

• Yes – Due dates for recommended items will be calculated

based on the SAP calendar, which can block holidays and

weekends from consideration.

• No – The SAP calendar will not be used in calculating the due

dates.

Update Projected

Availability Data

Will populate the projected availability data for all planned item.

• Yes – Populate the projected availability data

• No – Do not populate the projected availability data

Create Msg:

Sup Whs <> Dem Whs

Determines whether the supply warehouse matches the demand

warehouse.

• Yes – Exception message will be displayed when the supply

warehouse and the demand warehouse are not matched.

• No – Exception message will be suppressed.



Field Description

Create Msg:

Qty < EOQ

Determines whether the quantity ordered on purchase order lines or

production orders is less than the Economic Order Qty (EOQ) on the

Item Master.

• Yes – The following applicable excessive supply exception

messages will be displayed:

Reduce the Purchase Order Line Quantity

Reduce the Production Order Quantity

Cancel Purchase Order Line

Cancel Production Order

• No – Excessive supply exception messages will be

suppressed.

Create Msg:

Qty < Order Minimum

Determines whether the quantity ordered on purchase order lines or

production orders is less than the Order Minimum Qty on the Item

Master > Planning tab.

• Yes – The following applicable excessive supply exception

messages will be displayed:

Reduce the Purchase Order Line Quantity

Reduce the Production Order Quantity

Cancel Purchase Order Line

Cancel Production Order

• No – Excessive supply exception messages will be

suppressed.

Create Multiple

Messages for a Supply

Determines whether to display more than one exception message for

a supply pegged to more than one demand.

• Yes – Multiple messages will display per supply.

• No – Only the first message for each supply will be displayed.

Number of Months

Average to Display

Enter the number of months to calculate and display the item’s

average monthly usage for.

Note: Calculation will display complete months starting with

previous month and will not display the column on the order

recommendation screen if no number is entered in this field.



Warehouse Matrix at Bottom of the Planning Generation Screen

Field Description

Warehouse Warehouse to include in the planning generation.

Active Determines whether a warehouse is considered in the planning

generation.

• Yes – Warehouse is active and included in planning.

• No – Warehouse is inactive and not included in planning.

Priority Priority of the warehouse when using the quantity on hand supplies

in the planning generation. 1 being the most important through 9

being the least important.

Add a New Warehouse

• Right click on the and then select Add Row

• Select the warehouse from the drop down list and enter Active status and Priority.



Remove a Warehouse

• Right click row # of the warehouse to be removed and select Delete Row

General Notes

1. Select the Update button to save the parameters on the screen.

2. Select the cancel button to cancel any changes made this session.

3. Select the GENERATE button for the system to run the planning generation function.

4. An activity bar will appear at the bottom of the screen indicating the status of the

planning generation process.

5. The following message box will be displayed when the GENERATE process is complete.

Click the OK Box to close the screen.

6. The planning generation is run by the user interactively from the add-on in SAP. It is not

automatically updated throughout the day.


Revised: March. 2012 B1: Item Planning Details of 50

B1: Item Planning Details

How to Access

Main Menu > MRP Menu > B1 Material Planning > B1 Item Planning Details

The Item Planning Details screen is used to review the planning generation results and exception

messages for a specific item.



Field Explanation

Header Fields:

Field Description

Item Item identification code

Description Description of the item.

Item Group Item group of the item.

Inventory UoM Inventory unit of measure on Inventory Data tab.

Inventory Item Whether the item is an inventory item or not.

Procurement Method Procurement method from the Item Master > Planning Tab.

Make or Buy

Last Plan Generation Last planning generation date and time for this item.

Qty on Hand Total of quantity on hand in all warehouses.

Qty Committed Total of quantity committed to Sales Orders or Production Orders in

all warehouses.

Qty on Order Total of quantity on order in Purchase Orders or thru Production

Orders in all warehouses.

Qty Safety Stock Total of quantity on required safety stock in all warehouses.



Column Detail Fields:

Field Description

DemDue Due date of demand

Dem Type Demand type

• SO – Sales Order

• FCST – Forecast

• SStock – Safety Stock form Item/Planning Screen –

Warehouse Grid

• PRDBOM – Production Order Bill of Material

• PPRDBOM – Planned Production Order Bill of Material

• PHTM – Phantom Item

DemDoc# Demand document number

Drill down functionality is available with the Orange arrow

to SAP created documents, i.e. Forecasts, Sales

Orders, Production Orders

DemLn# Demand line number

Act Qty Actual calculated demand quantity including scrap% and yield%’s

that this specific supply is fulfilling.

Dem Qty Demand quantity this specific supply is fulfilling after rounding

applied

Note: When Planning Generation parameter; Round Up Planned

Supplies is set to Yes, the planned demand will round up to the

nearest whole number.

Qty Pegged Quantity pegged or allocated to this demand.

Sup Type Supply type

• PRDORD – Production Order

• PPRDORD – Planned Production Order

• PO – Purchase Order

• PPO – Planned Purchase Order

• QOH – Quantity On Hand

Sup Doc # Supply document number



Field Description

Sup Ln # Supply line number

Message Exception messages as follows.

• Add Purchase Order Line

• Cancel Purchase Order line

• Expedite Purchase Order Line to MM/DD/YY

• Delay Purchase Order Line to MM/DD/YY

• Reduce the Purchase Order Line Quantity

• Add Production Order

• Cancel Production Order

• Expedite Production Order to MM/DD/YY

• Delay Production Order to MM/DD/YY

• Reduce the Production Order Quantity

• Supply and Demand Warehouse is Different


Parent Item Item code of parent item generating the demand

Parent Type Source demand type for parent item

Parent Doc # Parent demand document number




Dem Whs Demand warehouse.

Sup Whs Supply warehouse.

General Notes

1. The Planning Generation function must be run in order to update this screen. This screen

contains data from the last planning generation. See the LAST PLAN field in the header

section for the date/time of the last generation.


Revised: March. 2012 B1: Item Projected Availability of 50

B1: Item Projected Availability

How to Access

Main Menu > MRP Menu > B1 Material Planning > B1 Item Projected Availability

Displays time phased running on hand balance of an item as a result of planned demand and

supply transactions.



Field Explanation

Header Fields:

Field Description

Item Item identification code

Description Description of the item.

Warehouse Warehouse to display time phased results.

Column Detail Fields:

Field Description

Due Date Due date of demand planned demand and supply

Demand/Supply Type Demand type

• SO – Sales Order

• FCST – Forecast

• SStock – Safety Stock form Item/Planning Screen –

Warehouse Grid

• PRDBOM – Production Order Bill of Material

• PPRDBOM – Planned Production Order Bill of Material

• PHTM – Phantom Item

Supply type

• PRDORD – Production Order

• PPRDORD – Planned Production Order

• PO – Purchase Order

• PPO – Planned Purchase Order

• QOH – Quantity On Hand



Field Description

Document# Demand document number




Doc.Line Demand line number

Quantity Quantity associated with Demand/Supply

Projected On Hand On hand quantity as a result of the projected demands and supplies

Message Exception messages as follows.

• Add Purchase Order Line

• Cancel Purchase Order line

• Expedite Purchase Order Line to MM/DD/YY


• Reduce the Purchase Order Line Quantity

• Add Production Order

• Cancel Production Order

• Expedite Production Order to MM/DD/YY

• Delay Production Order to MM/DD/YY

• Reduce the Production Order Quantity

• Supply and Demand Warehouse is Different


Demand Parent Item Item code of parent item generating the demand

Drill down functionality is available with the Yellow arrow

to parent item’s Item Projected Availability screen

Parent Type Source demand type for parent item

Parent Doc # Parent demand document number

Drill down functionality is available with the Yellow arrow




Revised: March. 2012 B1: Order Recommendations of 50

B1: Order Recommendations

How to Access

Main Menu > MRP Menu > B1 Material Planning > B1 Order Recommendations

This screen is used to review the Planning Generations Order Recommendations, create purchase

orders, and production orders and to view the documents created.

Full Screen (View 1): with additional columns displayed



Full Screen (View 2): without additional columns displayed

(View 3) Header fields only shown

Field Explanation Customize your view of information for ease of planning by clicking on the following header

fields to filter your recommendations.

Click on the Refresh button on the bottom right hand side of the screen (see view 1 & 2 above)

after making any changes in the filters.



Header Field Filters:

Field Description

Supply Type Indicates recommended supply type. This can be changed from one

supply type to another as required.

• Select the required supply type from the drop down list.

•

Item Group Select from a list of item groups from SAP or select All for all item

groups.

Through Order By

Date

Enter the order by date that you want to generate order recommendations

through.

Warehouse Select from a list of warehouses from SAP or select All for all

warehouses

Planner Select from a list of users in SAP of select All for all users

Sort By Drop down box options are:

• Vendor – Sort by vendor

• Item – Sort by item code

• ItemDesc – Sort by item description

• OrderBy – Sort by order by date

Additional Details Check the box to display additional column detail information. The

following additional columns will be displayed.

Note: The right hand five (5) Additional Details columns quantity

display totals are dependent upon how you have selected to manage your

inventory in the Document Settings screen.

• If you have selected to Plan by Warehouse, the quantity

displayed will be only for the item’s specific warehouse on the

recommendation row

• If you are not Managing Inventory by Warehouse, the quantity

displayed will be the total of all warehouses



Field Explanation: with additional columns displayed

(View 3) Note only left portion of the screen is displayed for visibility purposes

Column Detail Fields

Field Description

Check Box Check the check box to create the purchase order or production order

when the CREATE button is selected.

Sup Type Indicates recommended supply type. This can be changed from one


• Select the required supply type from the drop down list and

click the Update button to save your selection.



Field Description

Whs Warehouse the supply order will be created for. This can be changed

to another valid warehouse.

• Select the required warehouse from the drop down list and


Item Item the supply is being recommended for. Select the orange arrow to

drill into the item details.

Description Description of the item

Due Date Due date the supply is being recommended for. This can be changed

if desired.

Order By Date Date that the order should be created to meet the demand based on

lead times

Qty Req The quantity the supply is being recommended for. This can be

changed if desired.

• To change, enter the desired quantity and then click the

Update button to save the change.

Economic Order Qty Display of quantity entered in the in the Item Master user defined

field panel that you determine to be the economic order qty.

Order Minimum Display of the order minimum from Item Master Planning Data tab

or warehouse minimum field

Note: Reference only field. Does not affect calculation of QtyReq

Order Multiple Display of the order multiple from the Item Master Planning Data

tab or warehouse order multiple field


On Hand Qty Display of quantity on hand for a specific warehouse or in total

dependent upon your Plan by Warehouse setting



Field Explanation:

(View 3) Note only right portion of the screen is displayed for visibility purposes

Field Description

On Order Qty Display of quantity ordered on purchase orders or production orders

for a specific warehouse or in total dependent upon your Plan by

Warehouse setting

Avg Monthly Usage Display of average usage per the number of months specified in the

Planning Generation screen Number of Months Average to Display

field

Min Inv Level Display of minimum inventory level quantity for a specific

warehouse or in total dependent upon your Plan by Warehouse

setting


Max Inv Level Display of maximum inventory level quantity for a specific


setting


Vendor Vendor Id the Purchase Order is being recommended for. Vendor

displayed is the Preferred Vendor entered in the Item Master >

Purchasing Data tab. The vendor can be changed and drill down to

the business partner master is available using the orange arrow.



Field Description

Vendor Name Display only field – shows business partner name associated with the

Vendor.

Planner Planner assigned to the recommendation item

Doc Num The purchase order or production order that was created for this

recommendation. Select the orange arrow to drill into the document

details.

Doc Line The document line that was created for this recommendation.

Ord Date The date the document was created.

Create Documents:

After reviewing, modifying, updating and selecting the order recommendation line for action,

you are ready to create your documents.

• Click on the CREATE button to create your documents.

• If the screen has changes not yet saved, you will be prompted to save the Pending

Updates. Click YES in the System Message box to confirm that you want to continue.



•••• When the process is complete, a System Message box will display the results. Click OK

to continue.

General Notes

1. Purchase Orders can only be created if a vendor is referenced for the item.

2. Multiple Purchase Orders can be created at once for multiple vendors.

3. Multiple Production Orders can be created at once.

4. The data on this screen is removed and replaced every time Planning Generation is run.



Additional Functionality

Additional functionality is available from the Order Recommendation screen for planning

purposes. Planners can view and drill down on all of the supporting information for item

recommendations without leaving the planning screen.

Highlight any row on the order recommendation to obtain further details about the item and row

highlighted.

Right Click Options (Further detail):



Quantity on Hand: Displays for each planning warehouse the item quantity: In Stock, Ordered (on Purchase Orders

or Production Orders), and Safety Stock.

BP Special Prices:

Displays Business Partner Special Prices for item and preferred vendor referenced on the order

recommendation row.



Period Discounts and Validity Dates: Further analysis is available by highlighting the item row and double clicking to view the period

discounts and validity dates.

Volume Discounts:

Further analysis is available by double clicking the item row to obtain any quantity breaks that

are associated with that item.

Open Purchase Orders All open purchase orders associated with this line are displayed. Summary information such as

purchase order number, quantity remaining and due date are readily available. Drill down from

orange arrow available to view purchase order.



Open Production Orders All open production orders associated with this line are displayed. Summary information such as

production order number, quantity remaining, and due date are readily available. Drill down

from orange arrow available to view production order.

B1 Planning: Item Pegging Displays the Item Planning Details screen is used to review the planning generation results and

exception messages for a specific item. Drill downs from this screen are available as previously

discussed.

Note: Drill down on a Parent Item to see where the Demand is originating.



B1 Planning: Item Projected Availability Displays time phased running on hand balance of an item as a result of planned demand and

supply transactions.


Revised: March. 2012 B1: What If Order Recommendations of 50

B1: What If Order Recommendations

How to Access

Main Menu > MRP Menu > B1 Material Planning > Enhance What If Order Recommendations

This screen is used to review planning generation order recommendations for a specific parent

item (product), quantity, and warehouse. Production orders and purchase orders can be created

from this screen for the parent item and its components.

This functionality can be used to view a snapshot and plan for a specific product, such as a newly

introduced product or engineered specific product. It is not intended to be used in lieu of the

standard Order Recommendations and does not offer all of the functionality of the order

recommendations function.



Partial Screen (View 1): Note only left portion of the screen is displayed for visibility purposes

Partial Screen (View 2): Note only right portion of the screen is displayed for visibility

purposes



Field Explanation

Header fields only shown (View 3)

Header Fields

Field Description

Item Code Item identification code

Description Description of item

Warehouse Select the warehouse to source order recommendations from.

Default selection is BOM which will source all recommendations

from the warehouse shown on the items’ bill of material header and

rows

Note: this may encompass one or multiple warehouses –or-

select a specific warehouse to source all recommendations from

Quantity Parent item quantity

Due Date Date that parent item is planned for completion

Shortage Only Click in this check box to display shortages only

Column Detail Fields: (View 4) left portion of the screen is displayed for visibility purposes

Field Description

# Reference field displaying row number



Field Description

Sup Type Indicates recommended supply type. This can be changed from one


• Select the required supply type from the drop down list.

Item Item the supply is being recommended for. Select the orange arrow to

drill into the item details.

Description Description: Description of the item

Whs Whs: Warehouse the supply order will be created for. This can be

changed to another valid warehouse.

• Select the required warehouse from the drop down list and


UoM Unit of measure for the item

Displays Purchasing UoM from Item Master > Purchasing Data Tab

Lead Time Number of lead time days for the row item

Displays Lead Time days from Item Master > Planning Data Tab

Used in calculating “Order By” date for planned supplies

Total Lead Time Cumulative lead time for the row item plus any parent item(s) for the

item being planned in What If Planning Item Code header field

Due Date Date entered in the Due Date field in What If Planning header field

Note: Due Date entered in header is automatically copied to all rows

Qty Req Quantity required to fulfill demand created by Quantity entered in

What If Planning header field

Order Qty Display of quantity on hand for a specific warehouse or in total


Shortage Display of quantity of item short to satisfy demand for parent item



Field Description

On Hand Qty Display of quantity on hand for a specific warehouse or in total


Column Detail Fields: (View 5) right portion of the screen is displayed for visibility purposes

Field Description

Committed Qty Display of quantity committed to sales orders or production orders


Warehouse setting

On Order Qty Display of quantity ordered on purchase orders or production orders


Warehouse setting

Order Minimum Display of the order minimum from Item Master Planning Data tab

or warehouse minimum field


Order Multiple Display of the order multiple from the Item Master Planning Data

tab or warehouse order multiple field


Economic Order Qty Display of quantity entered in the in the Item Master user defined

field panel that you determine to be the economic order qty.

Min Inv Level Display of minimum inventory level quantity for a specific


setting


Max Inv Level Display of maximum inventory level quantity for a specific


setting


Inv Item Displays Inventory Item status of the item as indicated in the Item

Master Inventory checkbox

• Yes - Item is an Inventory item

• No - Item is not an inventory item

Doc Num The purchase order or production order that was created for this

recommendation. Select the orange arrow to drill into the document

details.



Field Description

Vendor Vendor Id the Purchase Order is being recommended for. Vendor

displayed is the Preferred Vendor entered in the Item Master >

Purchasing Data tab. The vendor can be changed and drill down to

the business partner master is available using the orange arrow.

Vendor Name Display only field – shows business partner name associated with the

Vendor.

Populating the screen

Enter the item code, warehouse, quantity, and due date in the header area and click the Refresh

button to populate the screen.

Additional comments for using the What If functionality

1. The Due Date entered in the header will populate to all items rows.

a. Item lead-time is not taken into consideration in calculating the due date. It is

displayed for reference only, along with the total lead time.

b. The user will need to update the Due Dates as applicable prior to creating

documents.

2. Warehouse selection in the header is important.

a. In most cases, you will want to let the warehouse default to the BOM warehouse.

b. It is important that your BOM’s, especially if they are multi-level, consistently

reflect the correct warehouse for each parent and component item.

3. Click on the Shortage Only button if you do not want to display all items.

4. You cannot save updates in the What If planning and come back to them later.

a. Updates can be made and will be reflected when documents are created. They are

not saved.

Create Documents

After reviewing, modifying, updating and selecting the What If order recommendation line(s) for

action, you are ready to create your documents.

•••• Click on the CREATE button to create your documents.

•••• When the process is complete, a System Message box will display the results. Click OK

to continue.


Revised: March. 2012 B1: Schedule Boards of 50

B1: Schedule Boards

Planning Schedule Boards give users a prioritized screen view of Sales Orders and Production

Orders in the system. The schedule boards can be sorted is various ways to give planners a quick

visual snap shot of sales orders and production order by delivery date range, customer, item, item

group, warehouse, etc…

Sales Order Schedule Board

How to Access Main Menu > MRP Menu > B1 Material Planning > B1 Sales Order Schedule Board



Field Explanation: Header Fields

Field Description

Starting Delivery Date Enter the beginning delivery date to consider or leave blank for all

Ending Delivery Date Enter the ending delivery date to consider or leave blank for all

Customer Select specific customer to view or leave blank for all customers

Sales Order Status Select sales order status to be considered from list

• All – All sales order statuses

• Open – Open sales orders only

• Closed – Closed sales orders only

Line Status Select sales order line status from list

Select sales order line status to be considered from list

• All – All sales order line statuses

• Open – Open sales order lines only

• Closed – Closed sales order lines only

Item Group Select ALL or a specific Item Group from the list

Item Enter an item code, Tab to find and select an item from the list or

leave blank for all items

Warehouse Select ALL or a specific Warehouse from the list

Sort By Select how to view the data from the list

• Due Date – Sorted by due date

• Customer – Sorted by business partner code

• Item Group – Sorted by item group name

Display Select detail level to display

• Items – All sales order lines displayed

• Summary – Only first line of each sales order displayed

Populating the Screen After making your selections in the Header fields, click on the Refresh button at the bottom of

the screen to view your data.



Production Order Schedule Board

How to Access Main Menu > MRP Menu > B1 Material Planning > B1 Production Order Schedule Board

Field Explanation: Header Fields



Field Description

Starting Due Date Enter the beginning due date to be considered or leave blank for all

Ending Due Date Enter the ending due date to be considered or leave blank for all

Prod Order Status Select production order status to be considered

• All – All statuses

• Planned

• Released

• Closed

• Cancelled

Item Group Select ALL or a specific item group from the list

Sort By Select how to view the data from the list

• Production Order

• Due Date

• Item

• Item Group

• Sales Order

Populating the Screen After making your selections in the Header fields, click on the Refresh button at the bottom of

the screen to view your data.


Revised: March. 2012 B1: Material Planning Help of 50

B1: Material Planning Help

How to Access Main Menu > MRP Menu > B1 Material Planning > B1 Material Planning Help

B1 Material Planning context Help can be accessed via the main menu

or using the standard Windows F1 or ? Key while on a B1 Material

Planning screen.

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