Action Recommendation
After MRP refresh, recommendations are listed in the MRP List View – Recommendations list.
Recommendations are created based on the details of the demand that triggered it and the setup of the stock item.
If a recommendation contains all the information required, use this screen to action it. For example, a recommendation to create a new Purchase Order will require a supplier account to be set on the recommendation.
If everything is setup correctly there should be little or no need for a recommendation to be amended, but if details are missing or incorrect the Amend Recommendation screen allows for it to be reviewed and changed before it is actioned.
Once a recommendation contains all the information required, use this screen to action it.
Actioning recommendations
Open: Cim200 Planning > MRP List View | Recommendations
1. Select one or more recommendation to action.
2. Click Action Recommendation.
3. For actions to create new orders, the Action Recommendation(s) window appears with two settings to configure before actioning.
4. Set the Quantity to Action. Choose between two options:
- Recommended Order Quantity : Select this to action the quantity that MRP calculates based on setups. This will include factors which influence the quantity to order, such as Minimum Order Quantity.
- Demand Quantity : Select this to action the precise quantity that is required to meet the demand. This may be different to the Recommended quantity, where reorder rules are in place.
5. Set which, if any, Associated Recommendations to create. Choose between four options:
- Action Selected Recommendation Only : Select this to action only the selected recommendations without affecting any recommendations it is linked to.
- Action Selected Recommendations and MANUFACTURED Descendants : Select this to action the selected recommendations and any descendant recommendations for manufactured items.
- Action Selected Recommendations and PURCHASED Descendants : Select this to action the selected recommendations and any descendant recommendations for purchased items.
- Action all related recommendations : Select this to action all descendant recommendations.
6. Click OK to continue.
7. Where a new Purchase Order will be actioned, and automatic purchase order numbers is not enabled, or a new Works Order will be actioned, and automatic works order numbers is not enabled, the Enter Document Nos window appears.
8. Enter the order number for every new order on the list, then click Confirm to continue.
See also
Related
Other tasks
