Home > Knowledgebase > Cim200 > Stock Control > Maintaining Stock Records > Manufacturing & Planning Tab

Manufacturing & Planning Tab

Use these settings to choose how to process and manage additional features from Cim200.

Open: Stock Control > Stock Records > Enter New Stock Item | Manufacturing & Planning
Open: Stock Control > Stock Records > Amend Stock Item Details | Manufacturing & Planning
Open: Stock Control > Enquiries > View Stock Item Details | Manufacturing & Planning

Note: The View Stock Item option allows you to view the items but not amend them.

Planning Settings

1. Enter the appropriate Buyer Code, from the buyer codes setup in Cim200 Stock Control. The selected Buyer will be tagged against recommendations for the item in MRP.

2. Select a Rescheduling option to determine whether MRP will recommend rescheduling works orders and/or purchase orders which are due earlier than needed.

3. Select an Ordering Method to determine whether MRP should treat this item as a ‘Jobbing’ item or ‘Batch’.

  • A ‘Jobbing’ item will have replenishments firm linked to demands when recommendations are actioned via MRP. Replenishments will be satisfied on an individual demand basis. The Jobbing setting lends itself to items that are bought or made to order.
  • A ‘Batch’ item can have its recommendations combined using aggregation. Replenishment orders actioned via MRP are soft linked to demands, so change to either demands or replenishments to the item may result in existing replenishment orders being relinked by MRP to different demand orders. The Batched setting lends itself to items that are generally bought or made for stock.

4. Set the Recommendation Location to determine the warehouse location that MRP reorder recommendations use, where an item has a shortage.

  • Select Demand/Completion Warehouse to have MRP generate make or buy recommendations in the location set on the works order, for Works Order component demands; for other demands it will use the location set on the demand.
  • Select Default Receipt Warehouse to have MRP generate all recommendations using the location which is set as the Default Warehouse in the Locations tab in Stock Item Details.
  • This setting defaults from the Product Group setting when a new item is added.

Note: The Recommendation Location only applies if Use Multiple locations is enabled in Stock Control Settings.

Aggregation

5. Select an Aggregation Method to use aggregation for the item in Planning, and set whether to apply aggregation to demands, replenishments or both.

  • Aggregation is the method that Cim200 uses in Planning to combine multiple recommendations for an item into smaller ‘batches’ of recommendations, grouped according to their due dates.
  • Select whether aggregation for this item should apply only to demands, only replenishments, or both.

Note: If an item has an Ordering Method set to Jobbing, MRP will not aggregate demand.

6. Set the Aggregation Period to determine whether aggregation should be over a specific number of days, by calendar week, or by calendar month. Cim200 aggregates recommendations according to their due date.

  • Selecting Calendar Weeks means that MRP will combine all the item’s demands and/or replenishments with due dates in the same calendar week into one recommendation with the total quantity for the week. An aggregated recommendation will be created for each week as needed.
  • Selecting Calendar Months means that MRP will combine all the item’s demands and/or replenishments with due dates in the same calendar month into one recommendation with the total quantity for the month. An aggregated recommendation will be created for each month as needed.
  • Selecting Defined Periods (Days) means that MRP will combine all the item’s demands and/or replenishments within the specified number of days, starting from the earliest recommendation, into one recommendation with total quantity for the period. An aggregated recommendation will be created for each period as needed.

7. If Aggregation Period is set to Defined Periods (Days), set the Aggregation Days to specify the number of calendar days over which to combine demand and/or replenishments within the Planning module.

Processing

8. Enter the default Scrap Percentage figure to apply when processing components in Manufacturing.

  • The value entered here will be the default scrap percentage when the item is added as a component to a Bill of Materials; however, it can be overridden on each Bill of Materials.
  • Setting a percentage here will not affect the scrap percentage on any Bill of Materials where the item already exists.

9. Tick the Bulk Issue check box if you want to handle stock movements manually for this component.

  • When allocating and issuing components to Works Orders, Bulk Issue items are automatically allocated and issued, but stock levels in Stock Control are not updated.

10. If Bulk Issue is ticked, select the required Bulk Issue Mode. This setting determines how the item is treated by Planning.

  • Standard Bulk Issue items will be ignored by Planning.
  • Hybrid items which are outstanding components on open Works Orders will be considered by MRP and it will make recommendations to buy if there is a shortage or stock is caused to go below reorder level.

11. Set a Max Manufacture Qty to apply an upper limit to MRP recommendation quantities.

  • MRP will not raise Works Order recommendations for more than the quantity entered here.
  • If more is required, one or more additional recommendations will be created to fulfil the total requirement.

12. Reapply Reorder Rule on Recommendation ensures that the Replenishment option is reapplied to the recommended Works Order quantity after Max. Manufacture Qty is considered.

  • If Reapply Reorder Rule on Recommendation is ticked, and the required quantity is greater than Max. Manufacture Qty, the Replenishment option is applied independently to each recommendation.
  • If this option is not ticked, the Replenishment Option is only applied to the first of the recommendations.

Replenishment Options

13. Select the Replenishment Option to set how MRP should adjust recommended quantities according to internal or external constraints.

Select the Replenishment Option from the drop-down list. This can be:

  • Exact Qty : The recommendation quantity will not be changed from the Demand quantity.
  • Min Order Qty : If the recommendation quantity is below the quantity set in the Min Order Qty field it will be increased to match it.
  • Reorder Qty : If the recommended quantity is below quantity set in the Reorder Qty field it will be increased to match it.
  • Multiples of Min Order Qty : The recommended quantity will be split into multiple recommendations, each with the quantity set in the Min Order Qty field. The number of recommendations created will be the minimum required to fulfil the Demand quantity.
  • Multiples of Reorder Qty : If the recommendation quantity isn’t a multiple of the quantity set in the Reorder Qty field, it will be increased to the nearest multiple.
  • Min Order Qty Plus Order Multiple : This option allows for a minimum order quantity and a separate order multiple thereafter. If the recommendation quantity is below the quantity set in the Min Order Qty field it will be increased to match it. If the recommendation quantity is above the quantity set in Min Order Qty but isn’t a multiple of the quantity set in the Order Multiple field, it will be increased to the nearest multiple.
  • Reorder Qty Plus Order Multiple : This option allows for a reorder quantity and a separate order multiple thereafter. If the recommendation quantity is below the quantity set in the Reorder Qty field it will be increased to match it. If the recommendation quantity is above the quantity set in Reorder Qty but isn’t a multiple of the quantity set in the Order Multiple field, it will be increased to the nearest multiple.
  • Supplier Min Order Qty : For Purchased items, if the recommendation quantity is below the quantity set in the Minimum Order Qty field for the Preferred Supplier on the Suppliers tab, the recommendation quantity will be increased to match it.
  • Supplier Usual Order Qty : For Purchased items, if the recommendation quantity is below the quantity set in the Usual Order Qty field for the Preferred Supplier on the Suppliers tab, the recommendation quantity will be increased to match it.

14. Set the Min. Order Qty to be used by MRP if the Replenishment Option is set to either Min Order Qty, Multiples of Min Order Qty or Min Order Qty Plus Order Multiple.

  • MRP will not raise recommendations for less than the quantity entered here.

15. Set the Order Multiple Qty to be used by MRP if the Replenishment Option is set to either Reorder Qty, Multiples of Reorder Qty or Reorder Qty Plus Order Multiple.

  • MRP will not raise recommendations for less than the quantity entered here.

16. Set the Reorder Order Qty to be used by MRP if the Replenishment Option is set to either Reorder Order Qty, Multiples of Reorder Order Qty or Reorder Order Qty Plus Order Multiple.

  • MRP will not raise recommendations for less than the quantity entered here.

17. Enter Replenishment Horizon Days to set how many days forward from demand due dates MRP should look for replenishment orders to satisfy those demands.

  • Using a replenishment horizon gives greater tolerance for replenishments due to arrive after demand due dates, to avoid MRP suggesting to cancel existing orders and create a new, earlier dated order.
  • The value entered here is used when Use Replenishment Horizon Days is selected in MRP settings in Manufacturing.

Costing

18. Select the Cost Heading to use for this item. Cost headings allow for grouping of stock items into different categories, for use in grouping costs when costing Bills of Materials and Works Orders.

  • Different material cost headings also allows for posting production overhead costs to different Nominal Accounts for different component items, when Stock Control is set to integrate with Nominal Ledger.
  • The default cost heading for new items is Materials, but another cost heading can be selected once setup from the Maintain Cost Headings screen in Manufacturing System Manager.