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Object documentationItem Master Data: Planning Data Tab

 

On this tab, enter information related to MRP and production.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

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Planning Data Tab Fields
Planning Method

Select one of the following:

  • MRP – the item can be planned by MRP.

  • None – the item cannot be planned by MRP.

Note Note

Only items with the Planning Method of MRP are available for selection when you are running the MRP wizard.

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Procurement Method

Select one of the following procurement methods for the order recommendations in MRP:

  • Make – MRP generates production order recommendations for the item.

    Note Note

    All parent items should be defined as Make in order to calculate the requirements for their child items in the MRP run. In the case of a sales or assembly bill of materials (BOM), no actual production order will be issued for the parent item, only the requirements for its child items.

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  • Buy – MRP generates purchase order recommendations for the item.

    Note Note

    The Buy method should be selected for the child items at the lowest level of the BOM, or for items which are not part of a BOM.

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Component Warehouse

In MRP calculations, the application needs to determine the warehouse of the required component items. The current item is considered as the parent item, and this dropdown list lets you select a warehouse source to be used in the MRP calculation for its component items.

From Bill of Materials Line - Use the component warehouse defined in the line of the Bill of Materials window.

From Parent Item Document Line - Use the parent item's warehouse defined in the line of the parent item demand document.

Note Note

This field is available only if you have selected Make in the Procurement Method dropdown list.

By default, the option displayed here is carried from the same field on the General tab in the Item Groups - Setup window of the item group to which the current item belongs.

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Example Example

Items:

Parent Item: C001

Component Item: C002, C003

Documents:

Document

Header Warehouse

Line Warehouse

Bill of Materials

Warehouse 01 (for C001)

Warehouse 02 (for C002)

Warehouse 03 (for C003)

Sales Order:

N/A

Warehouse A (for C001)

Results:

  • If you have selected From Bill of Materials Line:

    Warehouse 02 and warehouse 03 are used in the MRP calculation, for C002 and C003 separately.

  • If you have selected From Parent Item Document Line:

    Warehouse A is used for C001 in the MRP calculation if Sales Order is selected as a source of demand.

End of the example.
Order Interval

Select one of the defined intervals or select Define New to open Order Interval - Setup window.

In MRP calculations, the application automatically groups the recommended orders into interval periods, and arranges orders within the same period into the first working day of that period.

For more information about how the order interval definition affects MRP calculations, see Example: Lead Time, Holidays, and Order Interval in MRP.

For more information about how to create a new order interval, see Order Interval — Setup Window.
Order Multiple

Enter the numeric value to define the size of the lots for the MRP.

Example Example

If the value is 12, the item is ordered in multiples of 12. So if you need 20 items and the value is 12, the MRP recommendation is for 24 items.

End of the example.
Minimum Order Qty

Enter a value to define the minimum lot size in inventory UoM.

Example Example

When the value is 100, and you need 80 to meet a sales order, the MRP recommends 100 to satisfy the demand as well as the definition for minimum order quantity.

End of the example.
Checking Rule

Specify an ATP checking rule. For more information, see Assigning ATP Checking Rules.

Note Note

To use this function, you must complete the following:

  1. Install SAP Business One, analytics powered by SAP HANA.

  2. Initialize corresponding company databases in the Administration Console.

  3. Log on to SAP Business One, version for SAP HANA again.

For more information about installing the application and initializing company databases on an SAP HANA database server, see the SAP Business One, version for SAP HANA Administrator's Guide.

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Lead Time

Enter the number of days from when the item is ordered to when the item is received or produced.

Example Example

If the lead time is for three days, the MRP will issue the purchase or production order for the child items with a due date that is three days prior to the due date for the parent item

End of the example.

For more information, see Example: Lead Time, Holidays, and Order Interval in MRP

Example

Procurement Method

A box of chocolates is a parent item in an assembly BOM. It consists of a wooden box and 25 chocolates, which are the child items. The box is purchased from an external vendor and the chocolates are produced by your company. The make procurement method should be chosen for the box of chocolates item and the chocolate items. The buy procurement method should be chosen for the wooden box.

In order to make one box of chocolates, the MRP issues recommendations for the quantities required to assemble the product, that is, a production order for 25 chocolates and a purchase order for one wooden box.

No actual production order is issued for the box of chocolates as it is an assembly BOM.

More Information

Item Master Data