Materials Requirement Planning (MRP)

Overview

Material Requirement Planning (MRP) lets you check the stock availability, and adjust your quantities if there is insufficient stock.
All quantities in this module are converted to the Item's Base Unit.
The MRP module can be added to the Menu Groups by selecting the Fixed radio button and then selecting Materials Requirement Planning (MRP).
When integrated, MRP can be accessed through Actions (button) from Sales and Work Orders' edit modes.

Note

The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.

Setting	Description	Default
General > Material Requirements Planning (MRP) - Access Allowed	Options are: None View Only Full Access: Required to execute Actions in the MRP module.	None

Add to the applicable Purchase Order Transaction Type and check the checkbox in the Value column:
- MRP > Purchase Order Transaction (MRP – On Order)
Add to the applicable Work Order and Sales Order Transaction Type and check the checkbox in the Value column:
- Transactions > Use for Material Requirements Planning (MRP)
- Production Planning > Enable Materials in Production Planning

Button	Description
View	Generates the planning report.
Actions > Update Qty	Update the Quantity of the item that must be produced to match available inventory. When accessed from a Work or Sales Order, the Update Quantity text is more specific (e.g. Update WO xxx to the Possible Qty).
Menu	Reset Data Filter: Resets the filters. Layout & Grid

Filter	Description
Transaction	A dropdown list of applicable Transaction Types.
No.	The specific document number (e.g. Work Order number). This field is filled in if you access this screen from a Work Order (e.g. Actions (button) > Check Material Requirements). It can be used to search for the MRP for a specific transaction and will return the transaction regardless of its Status.
Date (radio button)	Click a radio button to activate Transaction Dates or Due Dates.
Date	A dropdown list with Date options (e.g. This month). The Date Filter is disabled if a transaction number is entered.
Date (fields)	Start and End Dates to filter the date selection.
⬅ ➡	Adjusts the Date forwards or backwards.

Info

The top part of the screen. Only appears if MRP was accessed from the Actions button of a Work or Sales Order.

Field	Description
ID	A system-generated number for the transaction.
Status	The Status of the Work or Sales Order.
WO	The Work or Sales Order Number.
Company	The name of the Customer.
Date	The Date that the Work Order was created.
Due Date	The Date that the product is due.
Output	The Item that must be produced.
Code	The Code of the Item that must be produced.
WO Qty / SO Qty	The Quantity that must be produced.
Possible Qty	The Quantity that can be produced based on the available materials.
%	The percentage of the order that can be fulfilled.
Unit	The Unit of the Item that must be produced.

Info

This is the bottom part of the screen if MRP was accessed from a Work or Sales Order. If MRP is accessed directly, this is the only display.

Field	Description
Matunit ID	A system-generated number for the material unit.
Material	A Description of the material/item.
Code	The item's Code.
Reference	The item's Reference.
Type	The Type of item (e.g. Material).
Demand	The Quantity needed to produce the required goods.
In Stock	The Quantity that is in stock.
On Order	The Quantity ordered but not yet received.
On Order Due	The Due Date of the ordered inventory where the Due Date is before or on the Start Date.
Reserve	The Quantity that is reserved for other orders.
Available	The Quantity available.
%	The percentage of the required stock quantity that is available.
Required	The Quantity of stock that is outstanding.
Unit	The material item's Unit.
Lead Days	The number of days it takes to receive stock once an order is placed.
Menu (...)	View Demand by Transaction: List the Transactions that require the Material. View Purchase Orders: List the Purchase Orders that comprise the On Order Quantity. Open linked Item: Opens the item's setup page. View Item Summary