Presentation on LBSi's material planning enhancement for SAP Business One. This enhancement based on several years of hand on manufacturing and planning expertise with other ERP packages. Our enhancement takes SAP Business One MRP to the next level and includes true MRP functionality

1. ®
SAP Business One
A Single System to Streamline Your Entire Business

2. LBSi Whistle Stop Tour
Topic: Planning
Presented by: Vicki Smith
A general overview of SAP B1 Standard MRP and LBSi Enhance Planning.
Topics:
1. Initial MRP Definitions
2. Forecasts
3. SAP Business One - MRP
Standard MRP Wizard
Order Recommendations Report
4. LBSi Enhance: Material Planning
Material Planning Generation
Exception Message Reporting
Enhance Planning Reports and Queries

3. Initial MRP Definitions
Item Master Data settings are required to work with MRP or Planning.
Go To: Inventory > Item Master > Planning Tab
Item Master Data: Planning Tab
1. Planning System – Determines which items to include in process
Must be set to MRP for Item to be included
2. Procurement Method – Make or Buy
Make – plans Production Orders
Buy – plans Purchase Orders
3. Order Interval – Time interval for grouping of requirements for orders
4. Order Multiple – Quantity for grouping of requirements
5. Minimum Order Qty – Minimum quantity for planning requirements
6. Lead Time – Time to receive a Buy Item or produce a Make item

4. Other MRP Definitions
Settings in other areas affect MRP and Planning.
1. Warehouse – Go To: Administration > Setup > Inventory > Warehouses
Nettable Check Box: Must be checked for Items in warehouse to be
planned
2. General Settings - Go To: Administration > System Initialization >
General Settings > Inventory Tab > Planning Tab
Note: Settings on this tab are used by standard SAP MRP only
Consume Forecast checkbox – check this for the system to subtract sales
orders from the forecast
Consumption Method – indicates how the forecast is consumed
Days Backward – Number of days to search back for a forecast to be
consumed
Days Forward – Number of days to search forward for a forecast to be
consumed

5. Forecasts
Allow for planning of purchasing and production in advance
• Note: While more than one forecast can be created, only one forecast
can be used at a time in MRP and Planning
Go To: MRP > Forecasts
Define a Forecast(s):
1. Enter a Forecast Code and Forecast Name
2. Define beginning and ending date range for forecast
3. Select buckets for viewing forecast: daily, weekly, monthly
When using weekly or monthly the forecast calculates the demand for the first day of
the period selected
4. Enter items and quantities into the table

6. Standard SAP Business One MRP
To run the SAP Business One MRP Wizard:
Go To: MRP > MRP Wizard
1. Select New or Existing Scenario
2. Scenario Details – define the Planning Horizon and Items to include
3. Data Source – define which source data to include
i.e. Warehouses, Purchase Orders, Production Orders, Forecast, etc..
4. Run the MRP Wizard
5. Review MRP results
Save recommendations for further action thru the Recommendations report
6. Take action on the Order Recommendations report by issuing purchase
orders and production orders
Carefully review items shown in RED

7. LBSi Enhance Planning
Provides planning functionality that is not included in standard SAP Business
One MRP to help fill the gaps.
Some of the enhanced features:
1. Provides hard pegging of supplies to demands
2. Processing of BOM’s up to 22 levels
3. Prioritization of supplies and demands
4. Multi warehouse prioritization
5. Integration with SAP Business One forecasts
6. Exception message functionality

8. Enhance Planning Generation
Go To: MRP > Enhance Planning Generation
1. Review and update if needed the Planning Generation parameters
2. Review Enhance: Item Planning Details
3. Review Enhance: Order Recommendations and take action to create
purchase orders and production orders
Note: By Right Clicking on any item row you can view further details on that item:
Quantity on hand
Business partner special prices
Open purchase Orders
Open production orders
Open Work Orders
Enhance planning pegging details
4. Review Enhance Planning reports
Item Planning Details
Order Recommendations
What If Analysis

9. Summary
Thank you for taking time to participate in the SAP Business One User
Group meeting.
Please take a few minutes to give us feedback of the meeting and any
suggestions for going forward.
We are always looking for new clients to work with. And we'd like to find
more like you - companies that are engaged, smart, and focused on their
future.
Can you help us out?

10. Tour Wrap Up
Questions & Answers
Schedule for next Stops:
Tues., Apr. 6, 2010 – KPI On-Line Financial Indicators
Tues., May 18, 2010 – Bank Reconciliation