Material Requirements Planning Sales Order Status Report/Receipts

Description

The sales order status report is an evaluation that provides an overview of the current status of various BOM levels so that any problems that have may have arisen in the production and procurement of assemblies and components can be detected quickly. (The sales order status report uses the information from the following MRP elements; sales order, production order (as well as collective order and process order) and the planned order.) For every requirement element, the system determines which receipt elements have been scheduled. Thus, the MRP controller can check how far on production is for a certain sales order, for example. He can also see whether either a shortage exists for certain componts or whether there are problems meeting deadlines for specific components on a particular BOM level.

The following elements are checked for the order for which the evaluation is carried out:

• the lower-level dependent requirements are determined for the planned orders

• the reservations are determined for the production orders/collective orders/process orders

• the system searches for the reservations for the subcontract orders and requisitions

• the release orders in the other plant are determined for stock transfer orders and requisitions

• the issue reservations are determined in the other plant for stock transport reservations

Steps to take

You can access the evaluation for either;

• a sales order

• a production order, process order, collective order

• a planned order

• When you call up the evalutaion, you determined how the availability calculation is to be carried out and whether the safety stock is to be included in the availability calculation or not. The availability check can be carried out;

• using the receipts date

• taking firmed receipts into account first

• according to ATP logic

Various possibilities exist for accessing the evaluation:

• a sales order has exactly one item, enter only the number of the sales order

• a sales order has several schedule lines, enter the sales order number with item number

• you can enter the number of the production order (collective order, process order)

• you can enter the number of a planned order
  Enter Continue.

• If a sales order has several items, enter the sales order number without the item number.
  Press Continue .

Direct access without dialog box

In the sales order, the sales order number and the accompanying order proposals are displayed. In the planned order and in the production order the corresponding order number. The receipt elements are highlighted. Thus, the MRP controller can recognize whether problem situation exist for the lower BOM levels.
By selecting, Goto -> Color legend, the meaning of the colors is explained:

• red means that exceptional situations exist on lower BOM levels

• white means that the requirement is covered by warehouse stock at highest level - which can be withdrawn immediately for the order

• green means that receipt elements were created for lower BOM levels, however, no exceptional situation exists

• no highlight means that the receipt element cannot be exploded further

The following options are available for processing:

• If you only want to see receipt elements which have exceptional situations, select Edit -> Details to error . The system then displays an overview of all BOM levels for which problems exist either concerning the date or quantities.

• If you want to see all receipts including the exceptional situations, select Edit -> Details to receipt or select the pushbutton, All lines in detail. The system then displays a list of all the BOM levels on which receipt elements exist.

• If you only want to see the next BOM level, that lies directly below the order, double click the mouse on the particular receipt element.
  Here, there is a difference if a BOM has many or few components under the order.

The lines of the status report are provided with exception messages as in the MRP list which can be displayed by a double click of the mouse on the appropriate long text. Rescheduling proposals are also displayed if they exist and if the window is large enough. You can display and change the MRP elements.

A graphic is also available which you can use to check the individual BOM levels.

In the receipt elements display, you can select whether for the lower BOM levels, the system is to display the total receipt quantities or only the required quantity. At the lowest BOM levels the receipt quantities can be scheduled for greater quantities if a component is frequently used meaning that more dependent requirements are required, or if a component has a fixed lot size. The display differentiates,

• whether the receipt quantities for the components are only checked for the amount required to cover the dependent requirements for the production of the order, or

• whether the system checks the total quantity of dependent requirements that was created for a BOM level

Example: the order is scheduled for 50 pieces. As the components are frequently used, a dependent requirement from another material for 50 pieces is added. This means that for this BOM level, 100 pieces in total must be available.
If the system only checks for the amount required to satisfy the order, a warehouse stock of 50 pieces would suffice. The system would indicate that there are no problems on this particular BOM level. If the system checks the total receipt quantity, the total quantity that is required to cover the dependent requirements must either be in stock or scheduled so that the system can indicate that there are no problems on this particular BOM level.

Access with dialog box for the selection of sales order items

The items are highlighted. Select the function key F19 Color legend , to find out what the colors stand for. You can also sort the items. To do this, position the cursor on the criterium that you want to use to sort your data, (for example date), and select the pushbutton, Sort. If you want to sort according to priority, that is, you want the system to display the problem conponents first, position the cursor on the selection column and select the function key F18 Sort.

On this dialog box, the following processing options are available:

Position the cursor on an order item.

• if you only want to see the receipt elements that have problem situations, select Open lines to error . The system displays an overview of all the BOM levels where problems occurred either for dates or quantities.

• If you want to see all the receipts including the exceptional situations, select Open to receipt . The system then displays an overview of all the BOM levels for which receipt elements have been scheduled.

• If you want to see the receipts for all the order items in the dialog box, select, All lines in detail . Then, for all order items, the system opens all the BOM levels for which receipts have been scheduled, irrespective of whether the receipt has a problem or not.

• If you first want to see the order item level, select the item and then select, Continue.

Here, the processing and display functions described above are available.