Maintain MRP Recommendation

Viewing recommendations

Open: Cim200 Planning > MRP List View | Recommendations

Select a recommendation to view.

Select View.

Amending recommendations

Open: Cim200 Planning > MRP List View | Recommendations

Select a recommendation to amend.

Select Amend.

1. Review and amend settings as required:

Reference : The recommendation reference. This is internally generated.

Type : Works Order or Purchase Order.

• When actioned, this is the type of order that will be generated.
• Works Order type can be amended to Purchase Order.

Action : The type of action recommended to take, either New or Cancel.

Code : The stock item code.

Status : The status of the recommendation, either Awaiting Action, Follow Up, Actioned or Deleted.

• Actioned or Deleted recommendations cannot be actioned.

Demand Quantity : The precise quantity needed to meet a demand.

Recommended Order Qty : The quantity recommended to order. This can be different to the Demand Quantity where the precise quantity is not necessarily the quantity to be ordered, such as where there is a minimum order quantity or batch size.

Order Date : For purchase recommendations, this is the date to place the order with the supplier.

For manufacture recommendations, this is the start date of the works order. The date can be adjusted as required.

Receipt Date : For purchase recommendations, this is the expected date of the order from the supplier.

For manufacture recommendations, this is the end date of the works order. The date can be adjusted as required.

Demand Date : This is the date of the demand that triggered the recommendation, or of the earliest demand, if demands are aggregated.

Supplier Code / Short name / Postcode : For purchase recommendations only, select the supplier that the purchase order will be created for. The stock item’s preferred supplier will be populated by default but can be changed.

• To change, click on Select Supplier to open the Select Supplier screen.
• By default, Alternative Suppliers are listed based on the Item Suppliers setup in Stock Control. To choose a supplier that is not setup as an alternative, select All Suppliers. Click on the supplier to use, then click OK to confirm.

Supplier Part Number : For purchase recommendations only, the supplier’s part number for this item, defaulted from the item’s preferred supplier details. This is copied onto the Purchase Order line when the recommendation is actioned.

Unit Cost Price : For purchase recommendations only, the supplier’s expected unit cost price, defaulted from the item’s preferred supplier details. This cost is used on the Purchase Order line when the recommendation is actioned.

Lead Time : The expected order lead time.

• For purchase recommendations, this defaults from the item’s preferred supplier details.
• For manufacturing items this is the total lead time for the order, including lead times for any sub-assemblies.

Minimum Order Qty : Taken from the stock item details, the minimum order quantity for a recommendation, if the item is set to a Replenishment Option that uses Min Order Qty.

Order Multiple : Taken from the stock item details, the order multiple quantity for a recommendation, if the item is set to a Replenishment Option that uses Order Multiple.

Follow Up : A way of flagging recommendations to revisit later, this is ticked if the item has been marked as follow-up, or it can be ticked from here.

Excluded from Stock Projection : Tick to exclude the recommendation from MRP Stock Projection view in the Stock Profile screen.

2. Click Save to confirm changes or Cancel to exit without saving any changes.

Select Supplier (Amend MRP Recommendation)

One required detail for new Purchase Order recommendations is the supplier account number to raise the new order on.

Use this screen to set or amend the supplier account to be used when a New Purchase Order recommendation is actioned.

1. Select a recommendation to amend.

2. Select Amend.

3. The Supplier Code may display the supplier code to be used, or it may be blank.

4. To view the supplier account details, click View Supplier.

5. To set the account or amend the selection, click Select Supplier. The Select Supplier window appears.

6. The Alternative Suppliers list displays all suppliers setup against the item. The Pref column indicates the preferred supplier for this operation.

7. If the required account is not listed, select the All Suppliers option to list all active suppliers setup in the Purchase Ledger.

8. Select a supplier account and click OK to set the supplier for this recommendation.

9. The supplier details on the recommendation will change, and other related fields will be updated to reflect the new selection: Supplier Part Number, Unit Cost, Lead Time, Supplier Minimum Order Qty, Supplier Usual Order Qty.

Viewing tags

Click on MRP Tags tab to open the tagging area.