Material Planning for SAP Business One
Upcoming SlideShare
Loading in...5
×
 

Material Planning for SAP Business One

on

  • 1,631 views

LBSi's Material Planning Guide for SAP Business One. Features include, Peggin of items, Order recommendations, all information available on one screen, multiple warehouse processing, etc

LBSi's Material Planning Guide for SAP Business One. Features include, Peggin of items, Order recommendations, all information available on one screen, multiple warehouse processing, etc

Statistics

Views

Total Views
1,631
Slideshare-icon Views on SlideShare
1,630
Embed Views
1

Actions

Likes
0
Downloads
118
Comments
0

1 Embed 1

http://www.docshut.com 1

Accessibility

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Material Planning for SAP Business One Material Planning for SAP Business One Document Transcript

    • 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 sap@lbsi.comPittsburgh 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 PlanningTable of ContentsB1: Material Planning ............................................................................................................ 4 Overview .......................................................................................................................................4 Copyright .......................................................................................................................................6Configuring 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 ......................................................................................................................................................9Modules .............................................................................................................................. 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 Field Explanation ................................................................................................................................................21 General Notes ....................................................................................................................................................23 B1: Item Projected Availability ..................................................................................................... 24 How to Access ....................................................................................................................................................24 Field Explanation ................................................................................................................................................25 B1: Order Recommendations ....................................................................................................... 27 How to Access ....................................................................................................................................................27 Field Explanation ................................................................................................................................................28 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 Field Explanation ................................................................................................................................................42 Populating the screen ........................................................................................................................................45 Additional comments for using the What If functionality..................................................................................45 Create Documents .............................................................................................................................................45Revised: March. 2012 Overview Page 2 of 50
    • B1: Material Planning 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 sap@lbsi.com 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: 614-766-3622Revised: March. 2012 Overview Page 3 of 50
    • B1: Material PlanningB1: Material PlanningOverviewThe B1: Material planning module was developed to provide planning functionality in SAPBusiness One™ that is not included in the standard product. The module fills the gaps that theSAP 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 ScreenRevised: March. 2012 Overview Page 4 of 50
    • B1: Material Planning • What If Planning workbench to create purchase orders and product orders for specific itemsAccess to the module is via the standard SAP Business One MRP menuNote: Screen shots in this document are shown in SAP version 8.81. Your screens may lookslightly different. The functionality of the Planning Module is the same.Revised: March. 2012 Overview Page 5 of 50
    • B1: Material PlanningCopyrightThis manual and software described herein are copyright protected with all rights reserved. Yourright to copy this documentation is limited by copyright law and the terms of any and allsoftware license agreements. As the software licensee, you may make a reasonable number ofcopies for your own use. Making unauthorized copies, versions, compilations or other derivativeworks 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 inthis document are fictitious and are used solely to document the use of the product.WarrantyLBSi disclaims any warranty regarding the information contained in this document and/or thesample code including warranties of merchantability and fitness for a particular purpose.Limitation of Remedies and LiabilitiesThe content of this manual is for informational purposes only, is subject to change withoutnotice, 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 noresponsibility for errors or inaccuracies that may appear in this manual. Neither is liabilityassumed 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 claimof any kind, including but not limited to a claim in contract, negligence, professional malpracticeor strict liability, against LBSi or any of its affiliates, shall be (a) the repair or replacement, atLBSi’s option, of materials, or (b) a refund of the price allocable to the defective product or partthereof or software materials if LBSi is unable to effectively repair, replace or correct such defectwithin a reasonable time after using its best efforts, or (c ) in those situations where LBSi hasprovided 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 inLBSi’s analysis and design.UNDER NO CIRCUMSTANCES SHALL LBSi OR ANY OF ITS AFFILIATES HAVE ANYLIABILITY 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 ofcapital: cost of replacement equipment: or claims resulting from contracts between Client and itscustomers and/or suppliers.Revised: March. 2012 Copyright Page 6 of 50
    • B1: Material PlanningConfiguring the Add-onB1: Material Planning AuthorizationsPurposeThe B1 Material Planning system has a specific authorization table to define levels ofauthorizations for users in the Planning system.Users can have: Full Authorization or No AuthorizationHow to AccessAdministration > System Initialization > Authorizations > General > User Authorization > B1Material PlanningAuthorization Defined Areas:Field DescriptionB1 Material Planning User can update Planning Generation screen and generate the plan.GenerationB1 Material Planning User can access the Item Planning Details screen.Item Planning DetailB1 Material Planning User can access the Order Recommendation screen, perform updates,Order and create documents.RecommendationB1 Material Planning User can access the What if Order Recommendations screen, performWhat If Order updates, and create documents.RecommendationsB1 Material Planning User can access the Item Projected Availability screen.Projected AvailabilitySales Order Schedule User can access the Sales Order Schedule Board screen.BoardProduction Order User can access the Production Order Schedule Board screen.Schedule BoardRevised: March. 2012 B1: Material Planning Authorizations Page 7 of 50
    • B1: Material PlanningRevised: March. 2012 Page 8 of 50
    • B1: Material PlanningItem Master SetupB1 Material Planning uses specific fields in the item master for planning purposes.How to AccessMain Menu > Inventory > Item MasterRelevant Fields: Header, General Tab and User Defined PanelField DescriptionPhantom Item When checked the system will plan for BOM components for the item on the BOM the parent item is referencedEconomic Order Qty Quantity is displayed on the Order Recommendations screenPlanning Order Type References supply type column displayed on the Order Recommendations screen. Planning types are: • Production Order • Purchase OrderYield % Calculation is performed against this value in Planning Generation to determine actual quantity of item to be produced. Calculation is: Original Quantity / Yield % = Planned QuantityRevised: March. 2012 Item Master Setup Page 9 of 50
    • B1: Material PlanningField DescriptionPlanner 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 NewRelevant Fields: Inventory Data TabField DescriptionSafety Stock Quantity is considered as demand when calculating needed supplies and displayed on the Order Recommendations screenMinimum Inv Level Quantity is displayed for reference on the Order Recommendations screen in the Additional Details columnsMaximum Inv Level Quantity is displayed for reference on the Order Recommendations screen in the Additional Details columnsRevised: March. 2012 Item Master Setup Page 10 of 50
    • B1: Material PlanningRelevant Fields: Planning Data TabField DescriptionPlanning Method Must be set to MRP for the item to be considered for planningProcurement Method Make or Buy • Make – Production Orders will be created to satisfy demand • Buy – Purchase Orders will be created to satisfy demandOrder Multiple Quantity is displayed on Order Recommendations screenMinimum Order Quantity is displayed on Order Recommendations screenQuantityLead Time Used for calculating the Order By Date for planned suppliesRevised: March. 2012 Page 11 of 50
    • B1: Material PlanningB1 Material Planning: Setup NoteNote: The screen shot below of Administration > System Initialization > General Settings arenot used or considered in any way in the B1 Material Planning moduleModulesB1: Material Planning GenerationHow to AccessMain Menu > MRP Menu > B1 Material Planning > B1 Planning GenerationThis function allows the user to review and change the planning generation parameters as well asto actually generate the planning requirements.Revised: March. 2012 B1: Material Planning Generation Page 12 of 50
    • B1: Material PlanningField ExplanationField DescriptionForecast 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 important through 9 being the least important.Revised: March. 2012 B1: Material Planning Generation Page 13 of 50
    • B1: Material PlanningField DescriptionProduction Order Priority of the production order supplies, zero (0) does not includePriority the production orders in the planning generation. 1 being the most important through 9 being the least important.Production Comp Priority of the production order bill of material (component)Priority 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 important through 9 being the least important.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 important through 9 being the least important.PO Days Supply Number of days to accumulate planned purchase order quantities required by item, to create one order recommendation.Prod Order Days Number of days to accumulate planned production order quantitiesSupply 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/YYPO 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/YYProd Order Expedite Number of days a production order can be late before an exceptionDays message is generated. Exception message: Expedite Production Order Line to MM/DD/YYProd Order Delay Number of days a production order line can be early before anDays exception message is generated. Exception message: Delay Production Order Line to MM/DD/YYForecast Consume Number of days in advance of a forecast date, actual sales orderBefore demands can consume a forecast quantity.Forecast Consume Number of days after a forecast date, actual sales orders demands canAfter consume a forecast quantity.Allocate Inv Through (Future use) Number in the future of days to hard allocate or pegDays inventory supplies to a demand.Revised: March. 2012 B1: Material Planning Generation Page 14 of 50
    • B1: Material PlanningField DescriptionDock to Stock Lead Number of days it takes to stock the material from the date it comesDays 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 Determines whether to combine and apply volume discount pricingDisc 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 appliedRound Up Planned Used only when Yield % for the Item in Item Master and the Scrap%Supplies 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 Determines which production orders will be considered in theSupply Type 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.Revised: March. 2012 B1: Material Planning Generation Page 15 of 50
    • B1: Material PlanningField DescriptionProd. Order Start Determines which parent production order date to be used forParDue-LT 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 Determines whether to use the SAP calendar in calculating the dueCalendar 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 Will populate the projected availability data for all planned item.Availability Data • Yes – Populate the projected availability data • No – Do not populate the projected availability dataCreate Msg: Determines whether the supply warehouse matches the demandSup Whs <> Dem Whs warehouse. • Yes – Exception message will be displayed when the supply warehouse and the demand warehouse are not matched. • No – Exception message will be suppressed.Revised: March. 2012 B1: Material Planning Generation Page 16 of 50
    • B1: Material PlanningField DescriptionCreate Msg: Determines whether the quantity ordered on purchase order lines orQty < EOQ 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: Determines whether the quantity ordered on purchase order lines orQty < Order Minimum 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 Determines whether to display more than one exception message forMessages for a Supply 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 Enter the number of months to calculate and display the item’sAverage to Display 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.Revised: March. 2012 B1: Material Planning Generation Page 17 of 50
    • B1: Material PlanningWarehouse Matrix at Bottom of the Planning Generation ScreenField DescriptionWarehouse 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.Revised: March. 2012 B1: Material Planning Generation Page 18 of 50
    • B1: Material PlanningRemove a Warehouse • Right click row # of the warehouse to be removed and select Delete RowGeneral 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: Material Planning Generation Page 19 of 50
    • B1: Material PlanningB1: Item Planning DetailsHow to AccessMain Menu > MRP Menu > B1 Material Planning > B1 Item Planning DetailsThe Item Planning Details screen is used to review the planning generation results and exceptionmessages for a specific item.Revised: March. 2012 B1: Item Planning Details Page 20 of 50
    • B1: Material PlanningField ExplanationHeader Fields:Field DescriptionItem Item identification codeDescription 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 BuyLast 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.Revised: March. 2012 B1: Item Planning Details Page 21 of 50
    • B1: Material PlanningColumn Detail Fields:Field DescriptionDemDue Due date of demandDem 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 ItemDemDoc# Demand document number Drill down functionality is available with the Orange arrow to SAP created documents, i.e. Forecasts, Sales Orders, Production OrdersDemLn# Demand line numberAct 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 HandSup Doc # Supply document numberRevised: March. 2012 B1: Item Planning Details Page 22 of 50
    • B1: Material PlanningField DescriptionSup Ln # Supply line numberMessage 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 • Delay Purchase Order Line to MM/DD/YYParent Item Item code of parent item generating the demandParent Type Source demand type for parent itemParent Doc # Parent demand document number Drill down functionality is available with the Orange arrow to SAP created documents, i.e. Forecasts, Sales Orders, Production OrdersDem 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 Planning Details Page 23 of 50
    • B1: Material PlanningB1: Item Projected AvailabilityHow to AccessMain Menu > MRP Menu > B1 Material Planning > B1 Item Projected AvailabilityDisplays time phased running on hand balance of an item as a result of planned demand andsupply transactions.Revised: March. 2012 B1: Item Projected Availability Page 24 of 50
    • B1: Material PlanningField ExplanationHeader Fields:Field DescriptionItem Item identification codeDescription Description of the item.Warehouse Warehouse to display time phased results.Column Detail Fields:Field DescriptionDue Date Due date of demand planned demand and supplyDemand/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 HandRevised: March. 2012 Page 25 of 50
    • B1: Material PlanningField DescriptionDocument# Demand document number Drill down functionality is available with the Orange arrow to SAP created documents, i.e. Forecasts, Sales Orders, Production OrdersDoc.Line Demand line numberQuantity Quantity associated with Demand/SupplyProjected On Hand On hand quantity as a result of the projected demands and suppliesMessage 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 • Delay Purchase Order Line to MM/DD/YYDemand 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 screenParent Type Source demand type for parent itemParent Doc # Parent demand document number Drill down functionality is available with the Yellow arrow to SAP created documents, i.e. Forecasts, Sales Orders, Production OrdersRevised: March. 2012 Page 26 of 50
    • B1: Material PlanningB1: Order RecommendationsHow to AccessMain Menu > MRP Menu > B1 Material Planning > B1 Order RecommendationsThis screen is used to review the Planning Generations Order Recommendations, create purchaseorders, and production orders and to view the documents created.Full Screen (View 1): with additional columns displayedRevised: March. 2012 B1: Order Recommendations Page 27 of 50
    • B1: Material PlanningFull Screen (View 2): without additional columns displayed(View 3) Header fields only shownField ExplanationCustomize your view of information for ease of planning by clicking on the following headerfields 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.Revised: March. 2012 B1: Order Recommendations Page 28 of 50
    • B1: Material PlanningHeader Field Filters:Field DescriptionSupply 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 Enter the order by date that you want to generate order recommendationsDate through.Warehouse Select from a list of warehouses from SAP or select All for all warehousesPlanner Select from a list of users in SAP of select All for all usersSort 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 dateAdditional 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 warehousesRevised: March. 2012 B1: Order Recommendations Page 29 of 50
    • B1: Material PlanningField Explanation: with additional columns displayed(View 3) Note only left portion of the screen is displayed for visibility purposesColumn Detail FieldsField DescriptionCheck 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 supply type to another as required. • Select the required supply type from the drop down list and click the Update button to save your selection.Revised: March. 2012 B1: Order Recommendations Page 30 of 50
    • B1: Material PlanningField DescriptionWhs 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 click the Update button to save your selection.Item Item the supply is being recommended for. Select the orange arrow to drill into the item details.Description Description of the itemDue 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 timesQty 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 QtyReqOrder Multiple Display of the order multiple from the Item Master Planning Data tab or warehouse order multiple field Note: Reference only field. Does not affect calculation of QtyReqOn Hand Qty Display of quantity on hand for a specific warehouse or in total dependent upon your Plan by Warehouse settingRevised: March. 2012 B1: Order Recommendations Page 31 of 50
    • B1: Material PlanningField Explanation:(View 3) Note only right portion of the screen is displayed for visibility purposesField DescriptionOn 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 settingAvg Monthly Usage Display of average usage per the number of months specified in the Planning Generation screen Number of Months Average to Display fieldMin Inv Level Display of minimum inventory level quantity for a specific warehouse or in total dependent upon your Plan by Warehouse setting Note: Reference only field. Does not affect calculation of QtyReqMax Inv Level Display of maximum inventory level quantity for a specific warehouse or in total dependent upon your Plan by Warehouse setting Note: Reference only field. Does not affect calculation of QtyReqVendor 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.Revised: March. 2012 B1: Order Recommendations Page 32 of 50
    • B1: Material PlanningField DescriptionVendor Name Display only field – shows business partner name associated with the Vendor.Planner Planner assigned to the recommendation itemDoc 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.Revised: March. 2012 B1: Order Recommendations Page 33 of 50
    • B1: Material Planning • 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.Revised: March. 2012 B1: Order Recommendations Page 34 of 50
    • B1: Material PlanningAdditional FunctionalityAdditional functionality is available from the Order Recommendation screen for planningpurposes. Planners can view and drill down on all of the supporting information for itemrecommendations without leaving the planning screen.Highlight any row on the order recommendation to obtain further details about the item and rowhighlighted.Right Click Options (Further detail):Revised: March. 2012 B1: Order Recommendations Page 35 of 50
    • B1: Material PlanningQuantity on Hand:Displays for each planning warehouse the item quantity: In Stock, Ordered (on Purchase Ordersor Production Orders), and Safety Stock.BP Special Prices:Displays Business Partner Special Prices for item and preferred vendor referenced on the orderrecommendation row.Revised: March. 2012 B1: Order Recommendations Page 36 of 50
    • B1: Material PlanningPeriod Discounts and Validity Dates:Further analysis is available by highlighting the item row and double clicking to view the perioddiscounts and validity dates.Volume Discounts:Further analysis is available by double clicking the item row to obtain any quantity breaks thatare associated with that item.Open Purchase OrdersAll open purchase orders associated with this line are displayed. Summary information such aspurchase order number, quantity remaining and due date are readily available. Drill down fromorange arrow available to view purchase order.Revised: March. 2012 B1: Order Recommendations Page 37 of 50
    • B1: Material PlanningOpen Production OrdersAll open production orders associated with this line are displayed. Summary information such asproduction order number, quantity remaining, and due date are readily available. Drill downfrom orange arrow available to view production order.B1 Planning: Item PeggingDisplays the Item Planning Details screen is used to review the planning generation results andexception messages for a specific item. Drill downs from this screen are available as previouslydiscussed.Note: Drill down on a Parent Item to see where the Demand is originating.Revised: March. 2012 B1: Order Recommendations Page 38 of 50
    • B1: Material PlanningB1 Planning: Item Projected AvailabilityDisplays time phased running on hand balance of an item as a result of planned demand andsupply transactions.Revised: March. 2012 Page 39 of 50
    • B1: Material PlanningB1: What If Order RecommendationsHow to AccessMain Menu > MRP Menu > B1 Material Planning > Enhance What If Order RecommendationsThis screen is used to review planning generation order recommendations for a specific parentitem (product), quantity, and warehouse. Production orders and purchase orders can be createdfrom 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 newlyintroduced product or engineered specific product. It is not intended to be used in lieu of thestandard Order Recommendations and does not offer all of the functionality of the orderrecommendations function.Revised: March. 2012 B1: What If Order Recommendations Page 40 of 50
    • B1: Material PlanningPartial Screen (View 1): Note only left portion of the screen is displayed for visibility purposesPartial Screen (View 2): Note only right portion of the screen is displayed for visibilitypurposesRevised: March. 2012 B1: What If Order Recommendations Page 41 of 50
    • B1: Material PlanningField ExplanationHeader fields only shown (View 3)Header FieldsField DescriptionItem Code Item identification codeDescription Description of itemWarehouse 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 fromQuantity Parent item quantityDue Date Date that parent item is planned for completionShortage Only Click in this check box to display shortages onlyColumn Detail Fields: (View 4) left portion of the screen is displayed for visibility purposesField Description# Reference field displaying row numberRevised: March. 2012 B1: What If Order Recommendations Page 42 of 50
    • B1: Material PlanningField DescriptionSup 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 Item the supply is being recommended for. Select the orange arrow to drill into the item details.Description Description: Description of the itemWhs 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 click the Update button to save your selection.UoM Unit of measure for the item Displays Purchasing UoM from Item Master > Purchasing Data TabLead 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 suppliesTotal 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 fieldDue 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 rowsQty Req Quantity required to fulfill demand created by Quantity entered in What If Planning header fieldOrder Qty Display of quantity on hand for a specific warehouse or in total dependent upon your Plan by Warehouse settingShortage Display of quantity of item short to satisfy demand for parent itemRevised: March. 2012 B1: What If Order Recommendations Page 43 of 50
    • B1: Material PlanningField DescriptionOn Hand Qty Display of quantity on hand for a specific warehouse or in total dependent upon your Plan by Warehouse settingColumn Detail Fields: (View 5) right portion of the screen is displayed for visibility purposesField DescriptionCommitted Qty Display of quantity committed to sales orders or production orders for a specific warehouse or in total dependent upon your Plan by Warehouse settingOn 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 settingOrder 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 QtyReqOrder Multiple Display of the order multiple from the Item Master Planning Data tab or warehouse order multiple field Note: Reference only field. Does not affect calculation of QtyReqEconomic 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 warehouse or in total dependent upon your Plan by Warehouse setting Note: Reference only field. Does not affect calculation of QtyReqMax Inv Level Display of maximum inventory level quantity for a specific warehouse or in total dependent upon your Plan by Warehouse setting Note: Reference only field. Does not affect calculation of QtyReqInv 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 itemDoc Num The purchase order or production order that was created for this recommendation. Select the orange arrow to drill into the document details.Revised: March. 2012 B1: What If Order Recommendations Page 44 of 50
    • B1: Material PlanningField DescriptionVendor 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 screenEnter the item code, warehouse, quantity, and due date in the header area and click the Refreshbutton 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 DocumentsAfter reviewing, modifying, updating and selecting the What If order recommendation line(s) foraction, 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: What If Order Recommendations Page 45 of 50
    • B1: Material PlanningB1: Schedule BoardsPlanning Schedule Boards give users a prioritized screen view of Sales Orders and ProductionOrders in the system. The schedule boards can be sorted is various ways to give planners a quickvisual snap shot of sales orders and production order by delivery date range, customer, item, itemgroup, warehouse, etc…Sales Order Schedule BoardHow to AccessMain Menu > MRP Menu > B1 Material Planning > B1 Sales Order Schedule BoardRevised: March. 2012 B1: Schedule Boards Page 46 of 50
    • B1: Material PlanningField Explanation: Header FieldsField DescriptionStarting Delivery Date Enter the beginning delivery date to consider or leave blank for allEnding Delivery Date Enter the ending delivery date to consider or leave blank for allCustomer Select specific customer to view or leave blank for all customersSales 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 onlyLine 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 onlyItem Group Select ALL or a specific Item Group from the listItem Enter an item code, Tab to find and select an item from the list or leave blank for all itemsWarehouse Select ALL or a specific Warehouse from the listSort 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 nameDisplay Select detail level to display • Items – All sales order lines displayed • Summary – Only first line of each sales order displayedPopulating the ScreenAfter making your selections in the Header fields, click on the Refresh button at the bottom ofthe screen to view your data.Revised: March. 2012 B1: Schedule Boards Page 47 of 50
    • B1: Material PlanningProduction Order Schedule BoardHow to AccessMain Menu > MRP Menu > B1 Material Planning > B1 Production Order Schedule BoardField Explanation: Header FieldsRevised: March. 2012 B1: Schedule Boards Page 48 of 50
    • B1: Material PlanningField DescriptionStarting Due Date Enter the beginning due date to be considered or leave blank for allEnding Due Date Enter the ending due date to be considered or leave blank for allProd Order Status Select production order status to be considered • All – All statuses • Planned • Released • Closed • CancelledItem Group Select ALL or a specific item group from the listSort By Select how to view the data from the list • Production Order • Due Date • Item • Item Group • Sales OrderPopulating the ScreenAfter making your selections in the Header fields, click on the Refresh button at the bottom ofthe screen to view your data.Revised: March. 2012 B1: Schedule Boards Page 49 of 50
    • B1: Material PlanningB1: Material Planning HelpHow to AccessMain Menu > MRP Menu > B1 Material Planning > B1 Material Planning HelpB1 Material Planning context Help can be accessed via the main menuor using the standard Windows F1 or ? Key while on a B1 MaterialPlanning screen. LBSi 10749 Pearl Rd., Suite 2A Strongsville, Ohio 44136 USA Ph: 440-846-8500 * Fx: 440-846-8505 * www.lbsi.com * email sap@lbsi.com 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: 614-766-3622Revised: March. 2012 B1: Material Planning Help Page 50 of 50