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  • EnterpriseOneRequirements Planning 8.9 PeopleBook

    September 2003

  • EnterpriseOne Requirements Planning 8.9 PeopleBook SKU REL9EMP0309 Copyright 2003 PeopleSoft, Inc. All rights reserved. All material contained in this documentation is proprietary and confidential to PeopleSoft, Inc. ("PeopleSoft"), protected by copyright laws and subject to the nondisclosure provisions of the applicable PeopleSoft agreement. No part of this documentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including, but not limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without the prior written permission of PeopleSoft. This documentation is subject to change without notice, and PeopleSoft does not warrant that the material contained in this documentation is free of errors. Any errors found in this document should be reported to PeopleSoft in writing. The copyrighted software that accompanies this document is licensed for use only in strict accordance with the applicable license agreement which should be read carefully as it governs the terms of use of the software and this document, including the disclosure thereof. PeopleSoft, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, PeopleTalk, and Vantive are registered trademarks, and Pure Internet Architecture, Intelligent Context Manager, and The Real-Time Enterprise are trademarks of PeopleSoft, Inc. All other company and product names may be trademarks of their respective owners. The information contained herein is subject to change without notice. Open Source Disclosure This product includes software developed by the Apache Software Foundation (http://www.apache.org/). Copyright (c) 1999-2000 The Apache Software Foundation. All rights reserved. THIS SOFTWARE IS PROVIDED AS IS AND ANY EXPRESSED OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE APACHE SOFTWARE FOUNDATION OR ITS CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. PeopleSoft takes no responsibility for its use or distribution of any open source or shareware software or documentation and disclaims any and all liability or damages resulting from use of said software or documentation.

  • Table of Contents

    Industry Environment and Concepts for Requirements Planning 1 Project Requirements Planning (PRP) .................................................................... 7

    Requirements Planning: The Competitive Advantage.....................................11

    Requirements Planning Overview 13 Resource and Capacity Planning ....................................................................13 Material Planning Operations ..........................................................................13 Requirements Planning System Integration ....................................................14 Terms and Concepts for Requirements Planning ...........................................15 Tables Used by Requirements Planning .........................................................16 Menu Overview ...............................................................................................18

    Resource & Capacity Planning (G33)...................................................................... 18 Material Planning (G34)........................................................................................... 19

    Requirements Planning Concepts 21 Understanding Supply and Demand ...............................................................21

    Inventory Management and Requirements Planning .............................................. 21 Forecast Management and Requirements Planning ............................................... 21 Sales Order Management and Requirements Planning.......................................... 21 Work Order Management and Requirements Planning .......................................... 22 Procurement and Requirements Planning............................................................... 22

    Single-Facility versus Multifacility Planning.....................................................22 Single-level versus Multilevel Planning ...........................................................23 Master Production Scheduling and Material Requirements Planning .............23 What Are the Differences between MRP and MPS?.......................................27 Understanding Requirements Planning Output...............................................29

    Planning Horizons.................................................................................................... 30 Quantity Types (34/QT) ........................................................................................... 30 Time Fences and the Time Series........................................................................... 31 Planning Messages ................................................................................................. 37

    Understanding Parallel Processing .................................................................39

    Requirements Planning Foundation Setup 42 Setting Up Supply and Demand Inclusion Rules.............................................43 Setting Up Inventory Management for Requirements Planning ......................44

    What You Should Know About Item Setup.............................................................. 45

  • Setting Up Quantity Type Subsets ..................................................................47 Distribution Requirement Plan Quantity Type (34/DR)............................................ 47 Master Production Schedule Quantity Type (34/MS) .............................................. 48 Adjusted Values Only (MPS) (34/AS)...................................................................... 49 Unadjusted Values Only (MPS) (34/US) ................................................................. 49

    Setting Up Capacity Planning..........................................................................50 Capacity Requirements Planning Display (33/CR).................................................. 50 Rough Cut Capacity Planning Display (33/RC)....................................................... 50 Resource Requirements Planning (33/RR) ............................................................. 50 Unit Types (33/UT) .................................................................................................. 50 Reviewing Work Centers ......................................................................................... 50 Determining Available Capacity............................................................................... 52 Generating Resource Profiles ................................................................................. 58

    Capacity Planning Processing 61 Generating Resource Requirements Plans.....................................................62 Reviewing Resource Requirements Plans ......................................................70

    Reviewing Dispatch Groups for RRP ...................................................................... 70 Reviewing Work Center Load for RRP.................................................................... 71 Reviewing Period Summaries ................................................................................. 73 Reviewing Message Detail ...................................................................................... 74

    Validating Resource Requirements Plans.......................................................76

    Single-Facility Planning 77 Working with Single-Facility Planning Input ....................................................77

    Revising Detail Forecasts........................................................................................ 77 Reviewing Leadtime for MRP.................................................................................. 78 Reviewing Part Availability Information ................................................................... 79 Reviewing Items for Net Change............................................................................. 81

    Requirements Planning Generation ................................................................84 Regenerating a Planning Schedule ......................................................................... 84 Generating a Net Change Planning Schedule ........................................................ 85

    Requirements Planning Output .......................................................................106 Reviewing the Time Series...................................................................................... 106 Reviewing Planning Families................................................................................... 114 Reviewing Detail Messages .................................................................................... 116 Processing Work Order Messages.......................................................................... 124 Processing Purchase Order Messages................................................................... 125 Processing Messages Automatically ....................................................................... 129 Placing Messages on Hold ...................................................................................... 129 Clearing Messa